Masis Professional Group is seeking a Title Processor for a local client in Langhorne, PA. This is a contract to hire position with long term opportunity.
A Title Processor is responsible for obtaining and researching necessary documentation such as public title records, tax certifications and attorney opinion letters, examine and verify accuracy, review vesting, legal descriptions, liens and judgments to ensure filing is compliant with local, state, and federal regulations. Prepare and deliver all required title documents to client according to the client's service level agreement.
Essential Functions & Responsibilities:
Acts as a liaison between Company and Client.
Reviews search materials for vesting, requirements, and exceptions to be satisfied at the table.
Works with outsource partners to prepare and QC title commitments to be delivered to customers
Prepares CPL
Review tax certifications and Attorney Opinion Letters
Verifies correct underwriter and verifies correct wiring instructions are published in file
Prepares Conditional CTC form and delivers all title materials to the client (Commitment/CPL/Wire/Tax Cert)
Other duties as assigned
Qualifications Required:
High school diploma or equivalent required
Excellent oral & written communication skills, including ability to effectively communicate with internal staff and external customers
Detail oriented
Strong problem solving and analyzing skills
Ability to work in a fast-paced environment
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary internal and external customer service
Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
Knowledge of basic computer programs to include Windows, Microsoft Word and Excel, Internet, and Microsoft Outlook
$33k-51k yearly est. 4d ago
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loan processor
Peopleshare 3.9
Loan processor job in Tredyffrin, PA
Job DescriptionJoin our growing team! We're seeking a detail-oriented and driven LoanProcessor to help our client deliver a seamless and efficient lending experience to their borrowers. JOB DETAILS:
Pay: $23-28/hr (based on experience)
Hours: Monday-Friday 9AM-6PM
Location: Wayne, PA
Full-Time: Temp to Hire
JOB PERKS:
Competitive salary and performance-based bonuses to reward your hard work and dedication.
Comprehensive benefits package
Opportunities for career growth and professional development within a supportive, team-oriented environment.
RESPONSIBILITIES:
Review and enter loan applications into the Loan Origination System Prepare required disclosures
Gather all documentation and information for the loan, including all approval conditions required by the underwriter.
Submit and follow up on orders placed with third-party service providers
Maintain and manage loan files
Communicate with all parties involved in the transaction, including but not limited to underwriters, attorneys, title companies, appraisers, and dealers, to move the loan efficiently and accurately from application to settlement.
REQUIREMENTS:
Minimum 2 years of experience in mortgage loan processing, with a strong understanding of conventional, FHA, and VA loan products.
Proficient in loan origination systems (such as Encompass or Calyx) and Microsoft Office Suite, with excellent data entry and documentation skills.
Strong knowledge of regulatory guidelines, including TRID, RESPA, and other compliance standards.
Exceptional communication and organizational skills, with the ability to manage multiple files and deadlines in a fast-paced environment.
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$23-28 hourly 19d ago
Consumer Loan Processor III
TDI 4.1
Loan processor job in Mount Laurel, NJ
Hours:
40
Pay Details:
$23.25 - $30.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Consumer LoanProcessor III is primarily responsible for providing support to the lending areas by reviewing the accuracy of complex consumer loans from conditional approval to closing. This job is a Loan Originator and performs at least one of the following functions, or advertises or communicates that they can or will perform any of these functions, with an expectation of compensation or monetary gain: takes an application, arranges a consumer credit transaction, assists a consumer in applying or obtaining consumer credit, offer or negotiates consumer credit, otherwise obtains or makes an extension of consumer credit for another person.
Depth & Scope:
Contacts customers directly to obtain conditions placed by lender or underwriter
Prepares required loan documentation for approved loan applications such as disclosures
Provides support to customers, branches, and lending staff as needed
Contacts customers to collect and review additional information as necessary
Answers phones in queue as well as personal line to assist customers
May test new systems and documentation software
May assist in training of Loan Processer I and II
Processes all specialty products
Reviews and verifies all required support materials, such as, titles, and floods to ensure the files are ready for closing
Advises customers regarding changes in rate and term.
Education & Experience:
HS Diploma or GED required
2-3 years loan documentation experience
Knowledge of Bank loan products and policies
Knowledge of lending software
Detail-oriented with ability to multitask
Ability to handle heavy workload and meet stringent deadlines
Excellent oral and written communication skills, with ability to interact effectively with all customers, both internal and external
Solid knowledge and understanding of states' regulations
PC skills
Ability to work a flexible schedule (rotation of nights and/or weekends)
Problem solving skills preferred
Ability to handle difficult conversations preferred
Ability to multitask and prioritize preferred
Encompass experience preferred
Customer Accountabilities:
Maintains regular communication with the customer by phone or email depending on customer preference.
Employee/Team Accountabilities:
Completes all annual required training on a timely basis
Accurately document conversations with customers in the loan file
Establishes and follow up on due dates for documentation
OCC Language:
This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$23.3-30.8 hourly Auto-Apply 6d ago
Consumer Loan Processor III
TD Bank 4.5
Loan processor job in Mount Laurel, NJ
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $23.25 - $30.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Consumer LoanProcessor III is primarily responsible for providing support to the lending areas by reviewing the accuracy of complex consumer loans from conditional approval to closing. This job is a Loan Originator and performs at least one of the following functions, or advertises or communicates that they can or will perform any of these functions, with an expectation of compensation or monetary gain: takes an application, arranges a consumer credit transaction, assists a consumer in applying or obtaining consumer credit, offer or negotiates consumer credit, otherwise obtains or makes an extension of consumer credit for another person.
**Depth & Scope:**
+ Contacts customers directly to obtain conditions placed by lender or underwriter
+ Prepares required loan documentation for approved loan applications such as disclosures
+ Provides support to customers, branches, and lending staff as needed
+ Contacts customers to collect and review additional information as necessary
+ Answers phones in queue as well as personal line to assist customers
+ May test new systems and documentation software
+ May assist in training of Loan Processer I and II
+ Processes all specialty products
+ Reviews and verifies all required support materials, such as, titles, and floods to ensure the files are ready for closing
+ Advises customers regarding changes in rate and term.
**Education & Experience:**
+ HS Diploma or GED required
+ 2-3 years loan documentation experience
+ Knowledge of Bank loan products and policies
+ Knowledge of lending software
+ Detail-oriented with ability to multitask
+ Ability to handle heavy workload and meet stringent deadlines
+ Excellent oral and written communication skills, with ability to interact effectively with all customers, both internal and external
+ Solid knowledge and understanding of states' regulations
+ PC skills
+ Ability to work a flexible schedule (rotation of nights and/or weekends)
+ Problem solving skills preferred
+ Ability to handle difficult conversations preferred
+ Ability to multitask and prioritize preferred
+ Encompass experience preferred
**Customer Accountabilities:**
+ Maintains regular communication with the customer by phone or email depending on customer preference.
**Employee/Team Accountabilities:**
+ Completes all annual required training on a timely basis
+ Accurately document conversations with customers in the loan file
+ Establishes and follow up on due dates for documentation
**OCC Language:**
+ This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
+ Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.
**Physical Requirements:**
+ Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$23.3-30.8 hourly 58d ago
Personal Loan Spec
Onemain (Formerly Springleaf & Onemain Financials
Loan processor job in Philadelphia, PA
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
* High School Diploma or GED
Preferred:
* Sales, Collections or Customer Service experience
* Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
* Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
* Paid sick leave as determined by state or local ordinance, prorated based on start date
* Paid holidays (7 days per year, based on start date)
* Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
$31k-45k yearly est. 2d ago
Mortgage Processor
Citadel 4.7
Loan processor job in West Chester, PA
The Mortgage Processor has a total understanding of the entire mortgage process and all mortgage products for residential mortgage loans. She/he will participate as a team member dedicated to supporting the growth of real estate lending, providing the highest quality of customer service to internal and external customers while practicing the core values of Citadel Class Service.
Responsibilities
Effectively manage a pipeline of 50+ loans.
Manage all workflows from the time that the loan is assigned to the Processor until the loan is cleared to close.
Meet all Quality Service Standards (QSS) established by Management for loans in process.
Direct contact with Members to obtain documentation needed for the processing of all loan products. This includes the initial Welcome Call through to advise them that their loan has been sent to the Closing Team.
Obtain and review all required documentation for submission to Underwriting and update Encompass accordingly. This includes income calculations for all self-employed borrowers.
Order all services required for the loan product in accordance with Fannie Mae Guidelines.
Prepare change of circumstance redisclosures to ensure the meeting of critical compliance timelines. Review for accuracy and provide to the borrower to obtain signatures. This includes (but is not limited to) a change of title company, updates to title fees, taxes, loan amount, rate lock, rate extensions, and program changes.
Meet all important mortgage dates including commitment and closing dates. Loans to be submitted to closing within established TRID timeframes.
Post fees for appraisal orders.
Cross sell title services, and upsell other product opportunities to Members.
Create a positive interface between the Members and all Citadel internal partners to increase Net Promoter Scores.
Suggest ways to improve the overall operational efficiency of the Processing function.
Assist Teammates to meet Mortgage Department Volume Goals and QSS on a monthly basis.
Answer status calls and provide updates to Members, Retail Offices, Call Center, and third-party interests as requested.
Process Home Equity loans as required by Management.
Other Administrative and Processing tasks as needed or required by Management.
Qualifications and Education Requirements
5 years of experience in Processing Mortgage loans preferred.
2 years Mortgage Loan Processing required.
Understanding of Mortgage Lending and the origination process.
Knowledge of Fannie Mae, PMI and Credit Union lending guidelines.
Knowledge of TRID, Redisclosure/Change of Circumstance.
Knowledge of FHA, VA, and USDA lending policies and procedures.
High School Diploma or equivalent; BS in business or related field preferred.
Microsoft Office, Mortgage Loan Software; Encompass experience preferred, FICS and Synergy experience a plus preferred.
Additional Skills/Notes
Must have excellent Time Management, Problem Solving, and Mathematical skills. Detail oriented with strong Data Input skills required.
$28k-36k yearly est. 60d+ ago
Loan Boarding Coordinator
Berkadia 4.9
Loan processor job in Ambler, PA
Berkadia, a joint venture of Berkshire Hathaway and Leucadia National Corporation, is an industry leading commercial real estate company providing comprehensive capital solutions and investment sales advisory and research services for multifamily and commercial properties. Berkadia is amongst the largest, highest rated and most respected primary, master and special servicers in the industry.
As a Freddie Mac Program Plus lender, Fannie Mae DUS Multifamily Seller/Servicer, insurance company correspondent, and HUD, MAP and LEAN originator and servicer, Berkadia provides access to capital and flexible, customized lending and servicing solutions for the acquisition, construction, rehabilitation and refinance of multifamily and commercial properties. Berkadia also provides interim and short-term financing through its Proprietary Bridge Lending Program.
Job Description
JOB SUMMARY
The Loan Boarding Coordinator is responsible for adding originated and acquired loan products to the loan servicing system, both manually and via electronic upload.
DUTIES & RESPONSIBILITIES
·
Performs Post-Closing process, interpret loan documents and boards all originated loan products and acquired loans;
·
Ensures all loan document packages are complete and follows up with lending positions or third party originators on exceptions;
·
Runs system edit reports and pass new loans into production on the McCracken system;
·
Performs after-pass functions such as adding/changing applicable codes and boards non-critical loan information (Phase 2) to the McCracken system;
·
Prepares e-forms to process escrow and reserve funds on newly boarded and acquired loans;
·
Communicates with Client Relations (Agency/CMBS/Private Label) to understand new products and ensure proper coding when boarding to the McCracken system and communicates with Loan Administration (Tax/Insurance/Reserves) to notify them of time-sensitive/critical issues;
·
Keeps abreast of new products and ensures proper coding when analyzing loans for upload to the McCracken system;
·
Supports incoming acquired loan servicing including coordination with the prior servicer, preparation of Mapping Tool spreadsheets for bulk boarding of acquired loan portfolios, uploading the Mapping Tool spreadsheet to pass loans to production, and the reconciliation of and application of funds to the acquired loans;
·
Performs all tasks in support of outgoing transfers of servicing, including coordination with the successor servicer, the timely delivery of data files and electronic documents, wire transfer of funds, and bulk coding of transferred loans on the system;
·
Reviews loan modification documents to identify system changes required by the modification; tracks modifications in the MTS system, and submits forms to adjust the loan consistent with the modified terms. Files correspondence and other records in preparation for imaging;
·
Completes Welcome Letters, review and print out emails with Interest Only calculations to prepare ARM Welcome Letters;
·
Monitors and maintains New Loan Boarding and Acquisitions/Conversions shared mailboxes;
·
Provides support to staff with the ET transfer process for loading loans electronically;
·
Assists with duties as relates to processing and returning corrected specially serviced CMBS, Agency and third party loan modifications;
·
Interacts with attorneys, borrower, loan officer, investor and servicing confirm ordering of third party reports.
Qualifications
PROFESSIONAL EXPERIENCE / MINIMUM QUALIFICATIONS
·
Two years previous experience in a similar position, preferred;
·
Real Estate experience preferred (Commercial Real Estate experience a plus);
·
Experience in and understand of how loans are set up, the supporting workflow, etc.;
·
Experience reading, reviewing, and comprehending legal documentation, preferably related to commercial loans;
·
Required proficiency in Microsoft Office Suite - and McCracken experience preferred.
KNOWLEDGE/SKILLS/ABILITIES
·
Strong writing and reading skills;
·
Strong time management, problem solving skills;
·
Passionate, Self-motivated and driven, with keen attention to detail, action-and-results oriented;
·
Exhibit a high level of individual initiative and ownership.
Additional Information
Environment, Physical Demands and Other Conditions:
Experience with in a team-oriented, collaborative environment
Ability to work after hours
$37k-51k yearly est. 2d ago
Loan Originator
Become a Part of Our Amazing Team
Loan processor job in Philadelphia, PA
Dunmor is seeking results-driven sales professionals to join our team as Loan Originators. This role is ideal for individuals with a strong background in exceeding sales targets, building strategic relationships, and driving revenue growth within the investment real estate sector.
The ideal candidate will have a proven track record of funding $3 million or more in monthly origination volume in areas such as fix-and-flip, ground-up construction, single-family rental, and short-term bridge financing. This is a high-impact sales role for ambitious professionals who thrive in a fast-paced, performance-oriented environment.
Essential Duties and Responsibilities
As a Loan Originator, you will leverage your sales acumen to identify opportunities, develop client relationships, and drive new business. Key responsibilities include:
1. Sales and Revenue Generation
Actively pursue and secure new business by cultivating relationships with property investors, brokers, and real estate agents.
Consistently achieve or exceed monthly sales goals by identifying and capitalizing on lending opportunities.
Negotiate and present compelling loan terms, creating customized solutions to meet client needs and drive deal closures.
2. Sales Strategy and Relationship Management
Build and maintain a network of real estate investors and referral partners, including brokers and realtors, to create a steady flow of high-quality leads.
Utilize data-driven insights and market trends to strategically target opportunities and maximize sales potential.
Develop strong, long-term relationships with clients, ensuring repeat business and referrals.
3. Pipeline and Performance Management
Maintain a dynamic pipeline of potential deals, ensuring timely follow-ups and efficient progression from lead generation to loan closing.
Consistently update the CRM system to reflect the status of prospects, applications, and active clients.
Monitor sales performance metrics and adjust strategies to optimize outcomes.
4. Collaboration and Operational Alignment
Partner with internal teams such as Processing, Underwriting, and Valuations to ensure smooth and timely loan processing.
Act as a liaison between clients and operations to overcome challenges and meet client expectations effectively.
5. Industry Networking and Brand Building
Represent Dunmor at trade shows, industry conferences, and other events to establish the company as a trusted brand in real estate financing.
Leverage strategic pre-planning and post-event outreach to convert leads into closed deals.
Qualifications
Sales Expertise: Proven ability to consistently achieve $3 million or more in monthly origination volume within fix-and-flip, ground-up construction, single-family rental, or short-term bridge financing.
Customer-Focused Selling: Track record of delivering customized solutions and superior client experiences.
Communication and Negotiation Skills: Strong interpersonal, negotiation, and presentation abilities.
Analytical Skills: Proficient in analyzing financial information, structuring deals, and tailoring loan terms to client needs.
Technical Proficiency: Skilled in Microsoft Word, Excel, Outlook, and PowerPoint, with familiarity in CRM systems.
Entrepreneurial Spirit: Self-motivated, ambitious, and driven by achieving and surpassing sales targets.
Experience in the Industry: Previous or current experience with a direct competitor of Dunmor is strongly preferred.
$36k-53k yearly est. 6d ago
Mortgage Loan Opening and Disclosure Specialist
Cross Key Management
Loan processor job in Blue Bell, PA
Job Description
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. 25d ago
Call Center Loan Officer
National Mortgage Staffing 3.9
Loan processor job in Mount Laurel, NJ
Internal Call Center Loan Officer - Multiple Locations (TX, FL, NJ)
Our client is seeking experienced and entry-level Internal Call Center Loan Officers to join a growing, high-volume lending team. These roles offer the stability of a national mortgage company combined with strong earning potential through a tiered commission structure.
Ideal candidates are licensed, driven, and comfortable working in a fast-paced, dialer-based environment managing inbound and outbound leads.
Key Responsibilities
Manage incoming and outbound calls from lead sources such as LendingTree.
Educate and prequalify borrowers for HELOCs, refinances, and cash-out products.
Structure and present loan options that meet customer needs and comply with company guidelines.
Maintain consistent contact and follow-up with clients throughout the loan process.
Achieve monthly production and quality goals.
Maintain accurate documentation and CRM notes on all interactions.
Qualifications
Active NMLS license (state required).
Comfortable working with dialer systems and high-volume outbound leads.
Experience with HELOC and cash-out refinance loans preferred.
Ability to thrive in a structured, metrics-driven sales environment.
For less experienced LOs (1-3 years): on-site role required.
For experienced LOs (4+ years): hybrid or remote may be considered.
Must reside within commuting distance of one of the call centers in DFW, Jacksonville, or Mount Laurel.
Compensation & Schedule
Hourly: $18/hr + commission (retroactive tiers):
• 1-2 loans: 40 bps
• 3-6 loans: 60 bps
• 7+ loans: 75 bps
Average Annual Income: $110,000
Top Performers: $225,000-$250,000
Schedule: 9:00 a.m.-6:00 p.m. or 11:00 a.m.-8:00 p.m.
Weekends: Voluntary unless production targets are not met
Employment Type: W-2 with full benefits
National Mortgage Staffing does not determine the salary, requirements, or qualifications for this position. All criteria are set by our client and must be followed exactly.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
$34k-55k yearly est. 8d ago
Mortgage Loan Closer
L'Attitude Recruiting
Loan processor job in Cherry Hill, NJ
Job Description
LAttitude has teamed up with a nationally recognized mortgage team and is looking for licensed Mortgage Loan Closer to join their growing organization on Cherry Hill, NJ. You'll be connected to a company that provides the tools, support, and opportunities you need to succeed in today's market. With interest rates easing and buyer activity on the rise, the market is shifting in your favor. Our team is prepared to help you capture it.
The Licensed Mortgage Loan Closer role is a remote, W-2 position with benefits-no desk fees, no tech fees, no cold calling. Instead, you'll receive exclusive inbound leads, expert backend support, and a flexible schedule that lets you focus on building relationships and closing loans. You do need an active MLO Licence for this position.
What You'll Do In The Mortgage Loan Closer Position:
Handle live inbound calls and qualify borrowers
Guide clients through mortgage programs, rates, and options
Originate loans in your licensed states
Collect and review borrower documents
Partner with processors and underwriters to close quickly
Consistently follow up with customers in a professional manner
What You Need As A Licensed Mortgage Loan Closer:
Active NMLS and MLO state license(s) is required
1+ year of mortgage origination experience
Strong communication skills
Organized, self-motivated, and comfortable working remotely
What You'll Get As A Licensed Mortgage Loan Closer:
Remote role with flexible hours
W-2 employment plus health benefits
Steady stream of inbound leads (no lead costs)
Credit reports covered (no upfront expenses)
One-on-one coaching and mentorship
Dedicated processing support for faster closings
$41k-55k yearly est. 16d ago
Title Processor
Sourcepro Search
Loan processor job in Wilmington, DE
SourcePro Search is conducting a search for a Title Processor in Willmington, DE. The position is responsible for representing the seller during the REO sale process in addition to handling title searches and reports. Duties & Responsibilities: Processing Title
Examine raw title searches and create a title report.
Update title.
Recognize and resolve title issues.
Ensure seller has clear title.
Issue title policies.
Process REO closings in the capacity of seller's representative
Process new contract and the earnest money deposit.
Prepare the deed package and facilitate seller execution.
Obtain final tax and utility charges for HUD/CD preparation.
Obtain lien payoffs, if applicable, for HUD/CD preparation.
Prepare the HUD/CD and obtain seller approval.
Ensure adherence to our clients closing instructions.
Handle post-closing disbursement details.
Record deeds, POAs, mortgages and other documents.
Client Communication
Communicate with clients through internet based portals.
Communicate with the buyer's attorney/agent.
Keep our client informed throughout.
Job Requirements
High School Diploma or equivalent, some college or certification preferred.
Minimum of 2 year of title and REO experience
Experience in escrow/settlement or coordinating home sales of behalf of institutional sellers strongly preferred.
Must have very strong customer service skills
Must be able to work independently in a fast-paced work environment.
Possess a sense of urgency and a meticulous attention to detail.
Ability to maintain positive internal working relationships with office staff.
Outstanding written and oral communication skills to communicate with attorneys, staff and clients.
Outstanding organizational skills.
Ability to handle a large volume of cases.
Must have strong computer skills; Word, Excel and Outlook as well as general understanding of software systems to access and utilize client systems.
Must be punctual, reliable.
****************************
$31k-48k yearly est. 60d+ ago
Post Closer
Emm Loans LLC
Loan processor job in Cherry Hill, NJ
Post
Closer
(Full-Time
-
Cherry
Hill,
NJ)
$40k-52k yearly est. Auto-Apply 60d+ ago
Loan Servicing Representative I
Phoenixville Federal Bank & Trust 3.3
Loan processor job in Phoenixville, PA
Job DescriptionDescription:
Department: Loan Servicing I
Reports to: Loan Servicing Manager
Summary: Join our community-focused bank as a Loan Servicing Representative, where you will play a vital role in maintaining strong relationships with our customers by providing exceptional service and support throughout the loan lifecycle. This is an excellent opportunity for a detail-oriented professional passionate about banking and customer service to contribute to a trusted financial institution committed to community growth and financial well-being.
Requirements:
Key Responsibilities:
• Manage and process loan payments, escrow accounts, and other related transactions accurately and efficiently
• Respond to customer inquiries regarding loan accounts, payment schedules, and account status via phone, email, or in person
• Ensure compliance with banking policies, procedures, and regulatory requirements in all loan servicing activities
• Maintain detailed and organized records of loan transactions and customer interactions
• Collaborate with loan officers and other banking staff to resolve customer issues and facilitate loan modifications or adjustments
• Monitor loan accounts for delinquencies and coordinate with customers to develop repayment plans when necessary
• Assist in the preparation of loan documentation and reports for internal and external audits
• Assist with front-desk coverage as assigned, including answering phones and greeting visitors
Skills & Qualifications:
• High school diploma or equivalent; associate's or bachelor's degree in finance, business, or related field preferred
• Previous experience in loan servicing, banking, or customer service is highly desirable
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills
• Knowledge of loan products, banking regulations, and compliance standards
• Proficiency in banking software and Microsoft Office Suite
• Must be able to maintain the highest level of confidentiality; ability to handle sensitive material concerning the Company and borrowers
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands:
This is largely a sedentary role. This position frequently communicates with customers, coworkers, managers. Must be able to exchange accurate information in these situations requirements listed below are representative of the knowledge, skills, and/or abilities required for this position.
$29k-56k yearly est. 3d ago
Associate Mortgage Loan Specialist
State Employees' Credit Union 3.8
Loan processor job in Camden, NJ
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist (MLS) position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process.
Duties
Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process via phone, digital delivery, email, and chat.
Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner.
Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
Assist membership with servicing of existing mortgage and home equity loans.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions.
Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 2) with SVP recommendation.
Coordinate member engagement with the Real Estate Lending Processing Center.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make referrals for other Credit Union products and services based on their needs.
Ensure well documented, easy to review loan application history notes within the Loan Origination System.
Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
Maintain strong adherence to set schedule while meeting minimal set expectations and established KPIs and metrics for role.
Complete additional tasks as assigned by management.
Requirements
Must have high school diploma or GED equivalent.
Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Attend Excel and Elevate - New Employee Training (E&E)
Complete assigned modules.
Previous SECU and/or lending experience preferred.
Minimum tier one lending limits assigned at this level.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has or is eligible to be registered as an active MLO with the NMLS.
Must be organized and meticulous.
Ability to manage multiple responsibilities simultaneously while actively prioritizing incoming phone calls.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
Has completed all required quarterly training courses & other training assigned by management.
Consistently demonstrates SECU's Core Values.
Recommendation of VP/SVP for advancement to this level.
Must be able to speak and write English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Job Environment
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required while training.
Physical Demands
Must be able to comprehend and carry out job requirements.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Answer and operate a telephone.
Lift up to 15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$48k-58k yearly est. Auto-Apply 60d+ ago
Mortgage Closer
Newrez
Loan processor job in Fort Washington, PA
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
The Closer is responsible for preparing loan packages according to state and/or federal regulations and ensure loans close in accordance with Underwriter's approval and Newrez's policies and procedures.
Direct Reports
· N/A
Principal Duties
· Prepares legal documents according to state and/or federal regulations
· Reviews and approves the final balanced Closing Disclosure
· Ensures loan package meets compliance guidelines and fixing discrepancies as necessary
· Generates and approves the Closing Package
· Serves as liaison between Newrez and closing agent.
· Inputs and confirms data required to generate Closing Package
· Completes work within established closing deadlines.
· This position is considered a non-loan originator position, this means participants may not engage in activities of a loan originator, including communicating directly with borrowers about credit qualification or loan terms, including pricing concessions or other transaction-specific terms or conditions
· Works with title companies on loan scheduling, document delivery, final sign-off
· Meets performance requirements for volume, quality, and timeliness
· Performs related duties as assigned by supervisor.
Education and Experience Requirements
· High school diploma or equivalent required; 4-year college degree preferred.
· Minimum two (2) years mortgage Closing, or Post- Closing experience is required
· 1-2 years loan funding experience preferred
Knowledge, Skill, and Ability Requirements
· Basic knowledge of loan documentation.
· Advanced computer sills including Excel and Outlook.
· Advanced mathematical skills.
· Excellent interpersonal, written and oral communication skills.
· Familiar with reading and interpreting insurance policies, tax information, prelims, appraisals and settlement statements.
· Knowledge of MDIA and TRID disclosure requirements.
· Strong attention to detail and organization skills.
· Ability to work in a fast-paced environment.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#EM-1
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$32k-43k yearly est. Auto-Apply 60d+ ago
Consumer Loan Processor III
TD Bank 4.5
Loan processor job in Mount Laurel, NJ
Hours: 40 Pay Details: $23.25 - $30.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Consumer LoanProcessor III is primarily responsible for providing support to the lending areas by reviewing the accuracy of complex consumer loans from conditional approval to closing. This job is a Loan Originator and performs at least one of the following functions, or advertises or communicates that they can or will perform any of these functions, with an expectation of compensation or monetary gain: takes an application, arranges a consumer credit transaction, assists a consumer in applying or obtaining consumer credit, offer or negotiates consumer credit, otherwise obtains or makes an extension of consumer credit for another person.
Depth & Scope:
* Contacts customers directly to obtain conditions placed by lender or underwriter
* Prepares required loan documentation for approved loan applications such as disclosures
* Provides support to customers, branches, and lending staff as needed
* Contacts customers to collect and review additional information as necessary
* Answers phones in queue as well as personal line to assist customers
* May test new systems and documentation software
* May assist in training of Loan Processer I and II
* Processes all specialty products
* Reviews and verifies all required support materials, such as, titles, and floods to ensure the files are ready for closing
* Advises customers regarding changes in rate and term.
Education & Experience:
* HS Diploma or GED required
* 2-3 years loan documentation experience
* Knowledge of Bank loan products and policies
* Knowledge of lending software
* Detail-oriented with ability to multitask
* Ability to handle heavy workload and meet stringent deadlines
* Excellent oral and written communication skills, with ability to interact effectively with all customers, both internal and external
* Solid knowledge and understanding of states' regulations
* PC skills
* Ability to work a flexible schedule (rotation of nights and/or weekends)
* Problem solving skills preferred
* Ability to handle difficult conversations preferred
* Ability to multitask and prioritize preferred
* Encompass experience preferred
Customer Accountabilities:
* Maintains regular communication with the customer by phone or email depending on customer preference.
Employee/Team Accountabilities:
* Completes all annual required training on a timely basis
* Accurately document conversations with customers in the loan file
* Establishes and follow up on due dates for documentation
OCC Language:
* This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
* Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
* Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
* Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.
Physical Requirements:
* Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$23.3-30.8 hourly Auto-Apply 5d 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
Loan Servicing Representative I
Phoenixville Federal Bank & Trust 3.3
Loan processor job in Phoenixville, PA
Department: Loan Servicing I
Reports to: Loan Servicing Manager
Summary: Join our community-focused bank as a Loan Servicing Representative, where you will play a vital role in maintaining strong relationships with our customers by providing exceptional service and support throughout the loan lifecycle. This is an excellent opportunity for a detail-oriented professional passionate about banking and customer service to contribute to a trusted financial institution committed to community growth and financial well-being.
Requirements
Key Responsibilities:
• Manage and process loan payments, escrow accounts, and other related transactions accurately and efficiently
• Respond to customer inquiries regarding loan accounts, payment schedules, and account status via phone, email, or in person
• Ensure compliance with banking policies, procedures, and regulatory requirements in all loan servicing activities
• Maintain detailed and organized records of loan transactions and customer interactions
• Collaborate with loan officers and other banking staff to resolve customer issues and facilitate loan modifications or adjustments
• Monitor loan accounts for delinquencies and coordinate with customers to develop repayment plans when necessary
• Assist in the preparation of loan documentation and reports for internal and external audits
• Assist with front-desk coverage as assigned, including answering phones and greeting visitors
Skills & Qualifications:
• High school diploma or equivalent; associate's or bachelor's degree in finance, business, or related field preferred
• Previous experience in loan servicing, banking, or customer service is highly desirable
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills
• Knowledge of loan products, banking regulations, and compliance standards
• Proficiency in banking software and Microsoft Office Suite
• Must be able to maintain the highest level of confidentiality; ability to handle sensitive material concerning the Company and borrowers
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands:
This is largely a sedentary role. This position frequently communicates with customers, coworkers, managers. Must be able to exchange accurate information in these situations requirements listed below are representative of the knowledge, skills, and/or abilities required for this position.
$29k-56k yearly est. 60d+ ago
Title Processor
Sourcepro Search
Loan processor job in Warminster, PA
SourcePro Search is conducting a search for a Title Processor/Reviewer for their suburban Philadelphia office (Bucks/Montco).Our client is a title insurance agent and settlement services provider. Responsibilities:
Act as a liaison between Company/borrower/loan officers.
Review search materials for vesting, requirements, and exceptions to be satisfied at the table.
Work with outsource partners to prepare and QC title commitments to be delivered to customers
Make authorized minor changes to commitments (loan amount change, lender name)
Prepare CPL
Verify correct underwriter and verify correct wiring instructions are published in file
Prepare Conditional CTC form and deliver all title materials to the client (Commitment/CPL/Wire/Tax Cert)
Requirements:
3-5 years experience with Pennsylvania Title
Excellent oral communication skills, including ability to effectively communicate with internal staff and external customers
Detail oriented
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary internal and external customer service
Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
Knowledge of basic computer programs to include Windows, Microsoft Word and Excel, Internet and Microsoft Outlook
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How much does a loan processor earn in Upper Darby, PA?
The average loan processor in Upper Darby, PA earns between $26,000 and $54,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.
Average loan processor salary in Upper Darby, PA
$38,000
What are the biggest employers of Loan Processors in Upper Darby, PA?
The biggest employers of Loan Processors in Upper Darby, PA are: