Mortgage Loan Officer
Loan processor job in Bellflower, CA
🚀 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 ************
Loan Processor
Loan processor job in Los Angeles, CA
Job Description
Arixa Capital is a respected private credit investment manager managing a loan portfolio in excess of $2Billion. Our strategy is to lend on single family and multifamily projects across the United States providing our investors a compelling fixed income return. We leverage our substantial balance sheet, world class institutional partners and a full-service lending platform to provide exceptional service to our real estate investor and developer clients. We are vertically integrated, ensuring that loans fund quickly and the customer experience is unparalleled as we handle all loan functions through our proprietary technology infrastructure backed by an experienced operations team.
Arixa Capital has been named to the Inc. 5000 fastest growing companies in the U.S in each of the past 3 years.
Position Overview
Arixa is seeking a motivated and detail-oriented Loan Processor. As a Loan Processor, you will play a critical role in the heart of our Private Lending Business. You'll be responsible for processing Bridge and Construction loans from application through closing to ensure a smooth process, including receiving Letter of Intent (LOI) and obtaining all documentation required for underwriting, approval, and closing. You'll work directly with Client Relation Managers and Underwriters to process requests 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.
Primary Duties & Responsibilities
Provide support to Client Relations and Underwriting teams by ensuring timely and accurate processing, documentation and closing of new loans and modifications
Maintain an active loan pipeline to ensure key dates and timelines are met, track LOI's received and all corresponding documentation necessary to process loan from initial set-up through closing
Review and reconcile all documentation to ensure accuracy of data in Salesforce
Order, review, and track all third-party reports such as flood determination, Funding Shield and property insurance. Ensure property insurance meets Arixa's requirements
Order payoff demands and any other items required to clear title exceptions
Open Escrow and Title, order indemnity package on construction loans. Work closely with Escrow and Title to coordinate closings and clear any hurdles that could delay funding
Follow up on open underwriting conditions throughout the loan process and satisfy prior to clear to closeor funding
Coordinate and/or support Loan Originators, Client Relations Managers, Underwriters, and Closers on various items needed to process and close the loan
Input proper loan information into Salesforce
Manage deadlines and prioritize tasks in a fast-pace environment
Work on special projects as needed or other duties as may be assigned
Education and Experience
Bachelor's Degree preferred but not required.
4 to 5 years of processing, account management, or operation fulfillment experience required, preferably in private lending.
Strong organizational and multi-tasking skills with strong initiative.
Knowledge of mortgage loan products, guidelines, and regulations.
Possesses the ability to apply critical thinking and problem-solving skills while adapting to change quickly.
Detail oriented and highly organized that works well in a fast-paced team driven environment
Excellent verbal and written communication skills.
Collaborative team player with strong interpersonal skills
Experience working with Salesforces is a plus.
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
Compensation
This Los Angeles based or Phoenix based position requires in-office work 2 days per week, to ensure close alignment among all team members. This position is exempt full time, with a pay range of $70K to $85K plus discretionary bonus potential.
Benefits
The employee is eligible for the following benefits:
Annual discretionary bonus program
Medical, dental and vision insurance
401k with Safe Harbor match
Two weeks (10 days) paid vacation.
6 paid sick days
10 paid holidays
One personal day
#LI-Hybrid
Real Estate Loan Processor (Temporary)
Loan processor job in Long Beach, CA
Job Details Long Beach HQ - Long Beach, CA $34.76 - $34.76 Hourly None Day Real EstateDescription General Purpose
The Real Estate Loan Processor is responsible for working an entire real estate loan cycle from origination through funding. During this period, the Processor will coordinate all applicable residential loan documentation to complete the loan transaction in accordance with ILWU Credit Union policies and procedures, government regulations and, if applicable, secondary market investor guidelines.
Essential Responsibilities & Duties
Assist members with real estate loan inquiries and applications.
Originate loans within current regulatory requirements.
Perform all duties necessary to complete the processing of real estate loan applications,
Prepare Real Estate loan documents and close/disburse loans and set up payments as needed.
Discuss real estate products with members looking to purchase, refinance or obtain a second mortgage (HELOC or fixed second)
Process export of Real Estate loans from loan origination system.
Assist members with title issues
Communicate to members and vendors.
Qualifications
JOB QUALIFICATIONS
Requires current registration with the National Mortgage Licensing System Registry (Please include your NMLS# on your resume to confirm)
Requires an equivalent of a high school level of language, math and reasoning skills, and four years real estate loan origination and processing or underwriting experience in a financial institution.
Requires current working experience (within last 5 years) as a mortgage loan originator and processor.
Requires proficiency in Mortgagebot LOS or equivalent loan origination software.
Strong understanding of company loan policies and guidelines, as well as all federal and state laws and regulations.
Knowledge of multiple types of loans such as conventional, fixed/ adjustable, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit.
Microsoft Office Suite knowledge and loan originating software such as Mortgagebot LOS and Symitar preferred.
Working knowledge of credit fundamentals, real estate products, policies, procedures, and all applicable laws and regulations.
Proficient in Windows, Microsoft Office (Outlook, Word, Excel), Internet, and 10-key
Strong verbal and written communication skills to interact professionally and empathically with members.
Excellent verbal and written communication skills.
Good written communication skills.
Good math, reading, and comprehension abilities.
Must be proficient in Microsoft Outlook, Word, and Excel.
Ability to work independently while maintaining high productivity and accuracy.
Self-motivated and self-directed.
Excellent time management, organization, attention to detail, and ability to multitask in a fast-paced environment.
Good organization and time management skills and the ability to handle multiple projects with minimal supervision.
Good math, analytical and problem-solving skills. Ability to collect data, establish facts and draw valid conclusions.
Working knowledge of English, spelling, and grammar.
Ability to maintain accuracy and promptly complete duties with a high degree of attention to detail while meeting demanding deadlines.
Ability to take initiative and make decisions within established guidelines.
Ability to understand and follow written and oral instructions.
Ability to protect and adhere to member privacy and confidentiality guidelines.
Ability to maintain confidentiality regarding Credit Union records and data.
The versatility and flexibility to successfully serve as a back up to other positions as required.
Work Environment
Most work is performed in an air-conditioned and heated office environment with exposure to basic office equipment and typical moderate office noise.
Physical Demands
The physical demands listed and charted here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
On-the-job time spent in the following physical activities.
Never
0%
Occasionally
1-32%
Frequently
33-65%
Constantly
66-100%
Standing
x
Walking
x
Sitting
x
Talking, Hearing
x
Feeling, Fingering, Grasping
x
Climbing, Balancing
x
Crouching, Crawling, Kneeling
x
Reaching with Hands and Arms
x
Required weight be to be lifted or force to be exerted while performing job.
Never
0%
Occasionally
1-32%
Frequently
33-65%
Constantly
66-100%
Up to 10 pounds
x
Up to 25 pounds
x
Up to 50 pounds
x
Up to 100 pounds
x
More than 100 pounds
x
Special vision requirements while performing job.
Never
0%
Occasionally
1-32%
Frequently
33-65%
Constantly
66-100%
Looking at CRT
x
Color Vision (identify and distinguish colors)
x
Peripheral, Depth Perception
x
Ability to Adjust Focus
x
Loan Processor
Loan processor job in Pasadena, CA
Job Description
Our institution is experiencing rapid growth! We are building our capacity by hiring an experienced mortgage loan processor for our highly productive and skilled lending team. The successful applicant will be responsible for managing the loan process, from origination to close, while paying close attention to the compliance of current lending policies and regulations. If you are a detail-oriented processor with a track record of accurate and timely mortgage approvals, we invite you to apply today!
Position Summary
We are seeking a detail-oriented and experienced Loan Processor to join our growing operations team. This role plays a critical part in managing loan files, coordinating with borrowers, loan officers, and lenders, and ensuring loans move efficiently from submission through closing. This is an in-office position, requiring regular on-site collaboration with the Loan Titan team.
Why Join Loan Titan
Competitive compensation based on experience
Stable pipeline and strong lender relationships
Supportive leadership and operations-driven culture
Compensation:
$60,000 - $150,000 yearly
Responsibilities:
Secure property and loan documentation to process mortgage loan files such as appraisals, inspections, title searches, site surveys, contracts, and property tax records
Act as a liaison between applicants, mortgage brokers and loan officers, real estate agents, and mortgage lending underwriters to help further loan approval
Assemble and submit loan packages to the lender underwriters for approval or denial
Maintain detailed documentation of the process in our system - from origination to close
Interview prospective loan applicants and assist them in finding the best loan products for their needs
Assure that loan files meet banking and regulatory guidelines and policies
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Work on-site at the office as required to support daily operations.
Qualifications:
Superb analytical skills, time management skills, and attention to detail
Must possess excellent written and verbal communication skills
Minimum of 2+ years loan processing experience required
We prefer an Associate's degree in accounting, finance, or business - High school diploma or GED required
Proven track record of acting as an effective liaison between applicants, mortgage brokers, loan officers, and underwriters.
Strong organizational skills to assemble and submit comprehensive loan packages for approval or denial.
Proficiency in maintaining detailed documentation of the loan process in our system.
Familiarity with banking and regulatory guidelines to ensure loan file compliance with policies and standards.
Proficient in Microsoft Suite (Excel, Office, etc).
Comfortable with working with multiple loan officers.
Experience with different loan programs - (Conventional, FHA, VA, NonQM, Private).
Experience working with different Lenders.
About Company
Loan Titan is a leading provider of mortgage and personal loan solutions, offering flexible financing options to meet a wide range of borrower needs. Our team is committed to delivering personalized service, competitive rates, and efficient turnaround times. Whether clients are purchasing a home, refinancing, consolidating debt, or financing home improvements, Loan Titan provides expert guidance and a streamlined loan experiences.
Loan Processor
Loan processor job in Los Angeles, CA
At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!
Join our TEAM - Together Everyone Achieves More
Job Title: Loan Processor
Department: Home Loan Center
Location: Los Angeles, CA (Onsite - Required 5 Days a Week)
We are looking for a Loan Processor to join our Home Loan Center team at Open Bank! The Loan Processor will be responsible for managing home mortgage loans. This role will originate and control active home mortgage loans, perform client consultation, input inquiry on core system, process loan file documentation, maintain and update reports for investor and portfolio loans.
Key Responsibilities:
* Review loan applications for completeness and accuracy.
* Collect, verify, and analyze borrow documentation.
* Order and review preliminary title report.
* Input all data in loan origination system.
* Track loan status and maintain accurate records in the loan origination system.
* Prepare and send out Loan Estimate and the initial disclosures ensuring compliance with regulations.
* Open/Request escrow documents.
* Communicate with borrowers, brokers, builders, appraisers, title officers, escrow officers, etc.
Requirements/Qualifications:
* Bachelor's degree in Business Administration or related field or equivalent experience required.
* Minimum 3 years of experience in banking and/or lending preferred.
* Must be able to work independently without constant supervision.
* Experience in retail/lending sales and customer service functions is a plus.
* Working knowledge of computers, related business programs and banking systems.
* Use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
* Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
* Ability to respond effectively to the most sensitive inquiries or client complaints.
* Present a professional image in dealing with customers, interdepartmental, and external representatives.
* Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
* [Work Location Requirement] This position requires working onsite at our Open Bank's Western Office location five (5) days a week. Candidates must be able to commute to and work from this location.
Employee Benefits & Perks
* Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
* Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
* Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
* 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
* Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
* Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
* Company Paid Lunch: Open Bank provides company paid lunch twice a week.
To view current job openings, please visit Open Bank Careers Page: ******************************
Home Equity DNA Loan Servicing/Processor
Loan processor job in Burbank, CA
Job Description
The Home Equity Servicing Technician & Loan Processor provides operational and administrative support in the servicing, processing, and maintenance of Home Equity Loans and Lines of Credit within the organization's core banking and lending systems. This role focuses on accurately executing daily servicing tasks, maintaining loan records, and supporting the loan processing team within the organization's core banking and lending systems. The incumbent assists with loan funding, payments, payoff requests, and document tracking, while ensuring all activities are completed in accordance with established procedures and regulatory requirements. Working under the guidance of the Senior Home Equity Loan Processor & Systems Technician, this role helps ensure loan servicing accuracy, member satisfaction, and compliance with applicable federal and state regulations, including ECOA, RESPA, TRID, HMDA, Truth in Lending, SCRA, MLA, and BSA/AML guidelines.
Key Responsibilities
Loan Servicing and Processing
Support the processing and maintenance of Home Equity Loans and Lines of Credit within the Fiserv DNA core system, ensuring data accuracy and adherence to policies.
Prepare and process routine funding, payment, and payoff transactions, including issuing payoff statements and tracking reconveyances.
Review and maintain collateral documentation (e.g., Deeds, Mortgages, hazard and flood insurance) to ensure records are complete and compliant.
Respond to basic borrower inquiries regarding account information, payments, or loan terms.
Assist with the preparation and delivery of initial disclosures and Change of Circumstances (COCs) under the direction of the Senior Processor and in accordance with RESPA and TRID requirements.
Escalate complex or unusual loan servicing issues to the Senior Processor or management for resolution.
Systems and Technical Operations
Enter, update, and verify loan data in Fiserv DNA and related systems to ensure accuracy and consistency.
Support periodic testing and validation of system updates or enhancements as directed by the Senior Processor or system administrators.
Maintain proper electronic filing and document storage in compliance with internal standards.
Identify minor system discrepancies or data issues and report them to the Senior Processor or IT support for resolution.
Compliance and Quality Control
Follow established procedures to ensure compliance with applicable lending regulations and internal policies.
Maintain accurate documentation for insurance, collateral, and loan servicing activities.
Support audit requests and internal quality reviews by providing required documentation and reports.
Adhere to all Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and NCUA guidelines.
Collaboration and Administrative Support
Collaborate with the Senior Home Equity Loan Processor & Systems Technician, Loan Officers, and Underwriters to ensure timely loan processing and servicing.
Manage and distribute incoming mail, faxes, and deliveries, ensuring prompt scanning and filing into loan files.
Provide general administrative and operational support to the lending team as needed.
Participate in cross-training and ongoing learning to develop greater proficiency in loan processing and system functionality.
Complete all required training and certifications within established deadlines.
Perform other duties as assigned.
Job Qualifications
· Minimum 1-3 years of experience in Home Equity or real estate loan servicing or processing
· Experience using Fiserv, DNA, or similar core banking systems
· Experience with MeridianLink and Doc Magic a plus.
· Strong knowledge of loan documentation, collateral management, and regulatory compliance.
· Strong attention to detail, organization, and accuracy.
· Effective communication and customer service skills.
· Ability to prioritize tasks and follow established workflows with minimal supervision.
· Proficiency in Microsoft Office Products (Word, Excel, Outlook).
· Reliable attendance and commitment to meeting deadlines.
Loan Processor
Loan processor job in Moorpark, CA
Insight Global is looking to hire a Loan Processor in Moorpark, Cali. This position is onsite Monday - Friday from 8am-5pm PST. In this role, you will be responsible for reviewing pay stubs and income statements. You will be working with FHA, VA, and conventional loans.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
Encompass Experience
Knowledgeable/up to speed on the guidelines
2 years of mortgage processing experience
Ability to review income documents, and analyze bank statements, W2s, and paystubs
Proficient with Google Office Suite
Mortgage Loan Processor (PPR) (Westlake Village, CA)
Loan processor job in Westlake Village, CA
Mortgage Loan Processor (PPR) - Westlake Village, CA Agility 360 is searching for experienced Mortgage Loan Processor (PPR) for a 6-month contract position with our growing client. The ideal candidates will posses a strong background in a retail lending environment. Must be familiar with regulatory compliance and strong aptitude for detail, accuracy, and organization.
Job Responsibilities:
Process residential mortgage loan files from initial application to funding, ensuring timely and accurate packaging of all loans originated by our loan officers
Review loan application and gather loan documents from the customer and third parties in support of the loan approval process, according to AUS findings, program parameters and investor guidelines
Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company and/or investor policies
Confirm that data entry in Encompass matches all loan documentation in the file
Successfully work with Loan Officers, Underwriters and Funders to ensure that loan files are submitted to underwriting within expected timelines and that loan conditions are met as required throughout each stage of the loan process
Build rapport with borrowers and provide on-going communication to the customer regarding loan status
Work closely with the Loan Officer to finalize loan structure and ensure accurate figures for the Closing Disclosure to be generated
Prepare file for loan closing and coordinate with all necessary parties involved
Ensure lock and closing dates are met
Any other assigned duties, as needed
Experience:
Must have a High School Diploma or GED equivalent
Minimum of 5 years of experience in Mortgage Processing
Strong working knowledge for Encompass
Must be well versed in FNMA, FHLMC, FHA, and VA guidelines
Adept at calculating income from salaried and self-employed borrowers
Proficiency with DU and LP, FHA Connection and VA Portal
Knowledge of TRID and compliance
Excellent interpersonal, verbal and written communication skills
Strong customer service skills - ability to build rapport quickly
Strong aptitude for detail, accuracy, and organization
Ability to work in a high-volume environment
Job Details:
6-month contract with a growing lender
Schedule: Hybrid (M-Th: in office, F: remote)
Location: Westlake Village, CA
Pay range: Based on experience
Employment is contingent on passing a background check and drug screening
Mortgage Loan Processor
Loan processor job in Moorpark, CA
As a key member of our restructuring team, the Loan Processor plays a vital role in ensuring compliance with investor and loan guidelines. This position requires a keen attention to detail and the ability to assess credit conditions effectively.
**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 Dec 23, 2025.
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.
Loan Specialist- Los Angeles, CA
Loan processor job in Los Angeles, CA
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.
Loan Originator, Sr NE, Westlake Village, CA
Loan processor job in Westlake Village, CA
Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers.
Responsibilities
Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances.
Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required.
Markets and promotes PrimeLending's financial products;
Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set.
Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.
Collects and analyzes information regarding the customer's income, assets, investments or debts.
Advises the customer regarding the advantages and disadvantages of different loan products.
Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.
Oversees the loan process by monitoring loan status and ensures conformity with terms.
Communicates loan status to all interested parties, and obtains loan documentation after closing.
Presents terms and conditions of loans with customers.
Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s).
Other functions as needed.
Qualifications
High school diploma or equivalent
Appropriate licenses, if State required.
A minimum of 5 years loan originator experience required.
Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
Demonstrated judgment and decision-making ability. Excellent and effective presentation and communication skills, both verbal and written.
Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts.
Continue to expand knowledge of issues influencing the industry and the organization.
*In accordance with the US Department of Labor Regulations Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13 (a)(1) employees who meet certain tests will qualify for Exempt Status.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Auto-ApplyHome Loan Specialist III
Loan processor job in Moorpark, CA
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home Loan Specialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home Loan Specialist will: Perform complex data and document validation Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite processing and/or issue resolution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
#TPO Salary $45,000 - $66,000 Work Model OFFICE
Auto-ApplyMortgage Loan Funder
Loan processor job in Los Angeles, CA
The Mortgage Loan Funder is responsible for the review and analysis of approved credit memorandum for commercial equipment lease department obligations, interpretation of terms, conditions, covenants and restrictions on approval, administration of documents, closing and funding of assigned contracts. Conduct preliminary review and analysis of approved loan structure and verification of the documents submitted by -origination source and determine their compliance with Bank's requirements. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.
REQUIRED DUTIES
1. Draws loan documents and engage escrow/title for closing coordination
2. Reviews all loan documents for correct signatures, notary information, title reports, escrow instructions, etc. and to maintain compliance with federal, state (wet and dry) and agency guidelines
3. Ensures underwriters have signed off on the file prior to doc and/or prior to fund
4. Provides information to necessary parties to resolve any outstanding issues prior to loan closings
5. Balances Closing Disclosure with closing agents
6. Verifies all fees are disclosed correctly and meets compliance guidelines
7. Deals proactively and professionally with all parties involved in the loan closing to avoid and/or resolve problems at closing
8. Gathers all necessary documents for closing from other parties: hazard insurance information, subordination agreements, payoffs, taxes, etc. in a timely fashion
9. Sign-offs all funding conditions prior to funding
10. Completes pre-closing checklist to ensure compliance with all regulatory and investor guidelines
11. Prepares funding figure and complete signatures necessary according to the authority matrix
12. Sets up wire for closing agent/title with funding department
13. Reviews and funds mortgage loan file in a timely fashion
14. Maintains data integrity of system data fields
15. Reviews Post Closing Disclosure
16. Assumes responsibility for various department functions in the absence of staff members or in overload situations.
17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
21. Performs duties specific to the position and other functions as assigned.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
• High school diploma and at least two (2) years of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Work related experience should consist of a loan processing/funding background.
• Knowledge of TRID guidelines along with title commitments, hazard, and flood insurance policies.
• Knowledge of funding guidelines and procedures for wet and dry states.
• Ability to prioritize work and meet funding deadlines.
• Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position.
• Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
• Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate).
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to work with no supervision while performing duties.
Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts.
We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.
The application window for this position is expected to close on January 31, 2026.
Auto-ApplyBilingual Loan Specialist
Loan processor job in Torrance, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyBusiness Loan Specialist
Loan processor job in Los Angeles, CA
Full-time Description
Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources.
Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs.
To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs.
Assist client in gathering documentation application requirements, and preparing financial projections, as needed.
Analyze credit reports, business plans and tax returns to assess loan feasibility.
Develop and conduct training programs in the area of financing for small businesses.
Prepare and submit report, as required.
Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support.
Assist in the development of partnerships with other service providers to increase services to small business clients.
Development and presentation of business finance workshops
Represent the SELA BSC within the community to public and private entities.
Engage in marketing and community and outreach activities.
Assist the Director/Manager in other areas as needed.
Support strategic priorities and goals established in CRCD's 5-year strategic plan.
Uphold CRCD's Mission/Vision and 5 Year Strategic Plan.
Requirements
Five (5) years of professional experience in loan packaging, preferably alternative capital loans
Bilingual (Spanish) a plus
Experience in working with small businesses from diverse cultural backgrounds.
Knowledge of business planning, general business practices and business financing a must
Ability to Develop pro forma statements, cash flows and credit analysis.
Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries.
Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency.
Must display professional and appropriate email etiquette
Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner.
Extensive knowledge of various funding sources a must
Experience in working with economic development program, a plus.
BA in Business Administration or relevant field
Working knowledge of MS Office
Aptitude in decision-making and problem-solving
Reliable transportation, valid driver license, and car insurance as required by law, as appropriate.
Willing to travel to multiple locations in Southeast LA
Ability to occasionally work after office hours and/or weekends, if necessary
Proficient in Microsoft Office (Excel, Word, Power Point)
Familiarity with CRM platforms and cloud-based software applications
Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction.
Proficient written and oral communication skills
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:
14 Paid Holidays
On-Demand training memberships to bolster professional development
Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance
401k eligibility from day one & up to 3% matching after one year
529 Educational Savings Plan from Principle
Flexible Spending Account (FSA)
Short & Long Term Disability
Accident & Hospital Indemnity
Whole life insurance with cash benefits
Identity Theft Protection and Legal Services
Discount pet insurance through ASPCA
Generous work/life balance
JOB TYPE: Full-time
SALARY RANGE: $75,000-$88,000
All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.
Loan Specialist
Loan processor job in Rosemead, CA
Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timeframe.
ESSENTIAL FUNCTIONS
Create LaserPro loan documents for all simple commercial loans (i.e. CRE loans, simple C&I, Working Capital loans, SBA 504,).
Review attorney prepared loan documents prior to borrower signing to verify inclusion of Cathay Bank standard provisions, covenants, and other wording in accordance with approval.
Validate the receipt of the loan and borrower supporting documentation and that the request follows conditions appearing in loan approval, Bank's policies, procedures, and Federal, State, and other regulatory requirements.
Communicate and resolve any supporting documentation issues or questions/clarification on the conditions/wording appearing in loan approval with Lending Unit and/or Cathay legal counsel.
If applicable, create escrow closing instruction and pre-closing conditions and any other conditions required for Lender/Borrower information.
Receive signed loan documents and perform closing and funding activities including ensuring all loan documents are properly executed by authorized signer and reviewed/signed by Account Officer.
Process wire request, remit funds to pay off other lender, obtain Deed of Trust recording confirmation, order tax contracts, UCC filing, set up and maintain tickler and monitoring databases (such as Stucky).
Respond to internal and external inquiries in a timely and satisfactory manner (i.e. Lending Units, Loan Servicing, and legal counsel).
Track trailing documents (such as recorded Deed of Trust, UCC Filings, and Title policy, etc.).
Accept assigned tasks or duties as deemed appropriate by supervisor/manager.
QUALIFICATIONS
Education: College graduate with major in accounting or business preferred.
Experience: 2+ years preparing commercial loan documents and closing/funding commercial loans or experience with commercial lending. Experience generating loan documents using LaserPro is a plus.
Skills/Ability: PC Proficient. Strong verbal and written communication skills. Organized and detail oriented.
OTHER DETAILS
$23.08 - $26.92 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
Mortgage Loan Operations Specialist (Funding & Processing)
Loan processor job in Los Angeles, CA
First Entertainment Credit Union is looking for a Mortgage Loan Operations Specialist (Funding & Processing) who will be responsible for First and Second lien loan processing from application through funding, including data collection, review and analysis, and pre-funding audits.
The Mortgage Loan Operations Specialist must demonstrate exceptional attention to detail, organizational skills, and communication abilities. A successful candidate must possess the professionalism and alignment with our core values, ensuring all stakeholders are informed throughout the loan lifecycle.
This is a full-time, hybrid opportunity reporting to the Director, Real Estate Lending Operations and is based in Hollywood, CA. The targeted pay in California is between $24.58 and $30.72.
Responsibilities
* Process first mortgage and equity loan applications, ensuring accuracy and regulatory compliance.
* Collect, review, and validate borrower documentation, including income, assets, purchase contracts, and escrow instructions.
* Order and analyze credit reports, appraisals, title reports, flood certifications, insurance documents, and compliance checks.
* Prepare and deliver initial disclosures and re-disclosures as required
* Balance Closing Disclosure (CD) and HUD settlement statements, resolving discrepancies with escrow/title companies.
* Communicate proactively with Loan Officers and escrow officers regarding outstanding conditions, loan status, and scheduling of signing appointments.
* Coordinate closing and funding activities, including confirming wire instructions, initiating funding requests, and performing pre-funding audits to ensure all documentation and approvals are complete.
* Maintain accurate records and timely updates in loan processing systems through closing and funding.
* Complete additional tasks, such as ordering homeowner's/flood insurance, payoff demand statements, tax service, and employment verifications as required.
* Perform other duties and tasks as required.
At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [Members First + Ownership +Integrity + Innovation + Inclusivity + One Team], and we expect you to uphold them.
Requirements
* A high school diploma, vocational training, job-related course work or related work experience required.
* Active registration status with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates is required.
* Knowledge of laws and regulations regarding real estate and privacy, including TRID, Reg Z, Reg B, HMDA and RESPA
* Knowledge of basic loan processing procedures and systems (Encompass Banker edition preferred)
* 3 to 5 years of prior experience of real estate loan processing is required.
* 3 to 5 years previous work-related skill, knowledge, or experience in an office setting is required.
* Effective communication skills across all levels of audience.
* Computer proficiency in loan application systems, preferably Opening Act, MS Office Word, Excel and Outlook.
First Entertainment Credit Union does not utilize artificial intelligence (AI) tools in any part of the hiring process. This includes reviewing applications, analyzing resumes, or evaluating candidate responses. All hiring decisions are made exclusively by our hiring teams, in compliance with applicable employment laws and regulations to ensure fairness, transparency, and equal opportunity.
Home Loan Specialist I
Loan processor job in Moorpark, CA
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Loan Setup Specialist is an entry level role supporting various Channels.
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Loan Setup Specialist will: Review incoming loan files for completeness, accuracy, and compliance with company policies, investor guidelines, and regulatory requirements.
Validate loan structure, including loan program eligibility, product selection, occupancy, property type, and transaction purpose.
Analyze borrower documentation such as income, assets, credit reports, and liabilities to ensure accuracy and consistency.
Identify missing, incorrect, or conflicting information and request appropriate documentation or corrections.
Set up loan files accurately in the loan origination system (LOS) prior to underwriting submission.
Ensure disclosures, fees, and credits align with loan structure and compliance standards.
Review appraisals, AVMs, and property documentation for accuracy and guideline alignment when applicable.
Collaborate with Loan Officers, Brokers, Account Executives, and internal teams to resolve issues and prevent delays.
Document clear, concise notes within the loan file to support underwriting review.
Adhere to service-level agreements (SLAs), productivity goals, and quality standards.
What You'll Bring Strong understanding of mortgage loan products (Conventional, FHA, VA, USDA, Non-QM as applicable).
Working knowledge of underwriting guidelines and pre-underwriting review standards.
High attention to detail and strong analytical skills.
Ability to identify risk, discrepancies, and guideline conflicts early in the process.
Effective written and verbal communication skills.
Strong time management skills with the ability to meet production goals in a fast-paced environment.
Proficiency with loan origination systems (e.
g.
, Encompass) and mortgage documentation.
High school diploma or equivalent required; college coursework in finance, business, or related field preferred.
1-3 years of experience in mortgage processing, underwriting support, loan setup, or a related role.
Prior experience reviewing income, assets, and credit documentation preferred.
Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $39,000 - $55,000 Work Model OFFICE
Auto-ApplyBilingual Loan Specialist
Loan processor job in Torrance, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
* Bilingual English/Spanish
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Business Loan Specialist
Loan processor job in Los Angeles, CA
Job DescriptionDescription:
Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources.
Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs.
To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs.
Assist client in gathering documentation application requirements, and preparing financial projections, as needed.
Analyze credit reports, business plans and tax returns to assess loan feasibility.
Develop and conduct training programs in the area of financing for small businesses.
Prepare and submit report, as required.
Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support.
Assist in the development of partnerships with other service providers to increase services to small business clients.
Development and presentation of business finance workshops
Represent the SELA BSC within the community to public and private entities.
Engage in marketing and community and outreach activities.
Assist the Director/Manager in other areas as needed.
Support strategic priorities and goals established in CRCD's 5-year strategic plan.
Uphold CRCD's Mission/Vision and 5 Year Strategic Plan.
Requirements:
Five (5) years of professional experience in loan packaging, preferably alternative capital loans
Bilingual (Spanish) a plus
Experience in working with small businesses from diverse cultural backgrounds.
Knowledge of business planning, general business practices and business financing a must
Ability to Develop pro forma statements, cash flows and credit analysis.
Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries.
Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency.
Must display professional and appropriate email etiquette
Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner.
Extensive knowledge of various funding sources a must
Experience in working with economic development program, a plus.
BA in Business Administration or relevant field
Working knowledge of MS Office
Aptitude in decision-making and problem-solving
Reliable transportation, valid driver license, and car insurance as required by law, as appropriate.
Willing to travel to multiple locations in Southeast LA
Ability to occasionally work after office hours and/or weekends, if necessary
Proficient in Microsoft Office (Excel, Word, Power Point)
Familiarity with CRM platforms and cloud-based software applications
Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction.
Proficient written and oral communication skills
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:
14 Paid Holidays
On-Demand training memberships to bolster professional development
Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance
401k eligibility from day one & up to 3% matching after one year
529 Educational Savings Plan from Principle
Flexible Spending Account (FSA)
Short & Long Term Disability
Accident & Hospital Indemnity
Whole life insurance with cash benefits
Identity Theft Protection and Legal Services
Discount pet insurance through ASPCA
Generous work/life balance
JOB TYPE: Full-time
SALARY RANGE: $75,000-$88,000
All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.