Loan processor jobs in Vallejo, CA - 162 jobs

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

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Loan Processor for our Golden Gate Branch in San Francisco. The PositionThe Senior Real Estate Loan Processor is responsible for delivering an exceptional member experience while processing conventional and non-conventional mortgage loans and lines of credit. This includes all major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan Processor must be registered and NMLS compliant. Essential Functions and Responsibilities · Prepares the data and supporting documents to support an underwriter's loan decision on real estate files on the Loan Origination System from application through final loan approval. · Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, homeowners' insurance, income documentation, and appraisal reports. · Seeks out outstanding conditions and sets proper expectations for those conditions to ensure timely loan closing. · Identifies and escalates potential problems or delays to underwriters and/or managers. · Communicates clearly and concisely with loan originators, underwriters, and closers. · Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities· Requires an associate's degree (AA) with a minimum of four (4) years' mortgage lending experience and customer service. · Current knowledge of Federal and State laws and regulations to ensure compliance with FHLMC, FNMA, correspondent lenders, and regulators. · Strong verbal and written communication skills with demonstrated ability to communicate professionally. · In depth knowledge of lending compliance, credit risk analysis, and pricing. · Ability to work on own, and in a team environment. · ICE/Encompass knowledge preferred. · Demonstrated analytical and critical thinking skills with the ability to complete multiple competing tasks at the same time, while meeting established expectations. · Strong computer skills, including Windows, Word, Excel, Outlook, Microsoft Office Suite. · Must possess strong problem-solving skills and ability to identify and resolve problems and issues and also identify opportunities that can enable members to secure their financial vision. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Manages a full pipeline of assigned loans, driving files from disclosures signed through closing. Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work Strong working knowledge of Federal and state regulations including TRID and HMDA Deep understanding of mortgage loan products and underwriting guidelines Self-driven with the ability to work independently and collaboratively Excellent organizational skills, able to set and meet deadlines in a high paced environment Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization Intellectually curious and interested in applying technology to enhance business processes Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years mortgage processing experience in a retail environment Mortgage Loan Originator License, Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Experience in the non-delegated space Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Key Responsibilities: + Review and verify loan applications and all accompanying documentation for completeness and accuracy. + Interact with loan officers, underwriters, and applicants to collect, organize, and review required documents. + Ensure all loan conditions are satisfied by gathering and evaluating credit, income, and asset information. + Track loan progress and maintain clear, timely communication with all stakeholders throughout the underwriting and approval process. + Identify and resolve discrepancies, missing information, or compliance issues quickly and efficiently. + Prepare files for submission to underwriting and ensure all required disclosures are issued properly. + Maintain up-to-date knowledge of loan products, underwriting guidelines, and regulatory requirements. + Ensure all loan files comply with federal, state, and company regulations. + Provide exceptional customer service while maintaining strict confidentiality of sensitive information. + Support other team members as required in a fast-paced environment. Requirements Qualifications: + Minimum of two years' experience as a Loan Processor or in a related banking or lending role. + Strong understanding of residential loan documentation and processing procedures. + Demonstrated ability to analyze and verify credit, income, asset, and collateral documents. + Excellent organizational, multi-tasking, and time management skills. + Strong communication and interpersonal skills, with a customer-focused attitude. + Proficiency with loan origination systems and standard office software. + Knowledge of applicable regulations (TILA, RESPA, TRID, etc.) preferred. TalentMatch Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas. The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting Manage an assigned pipeline of 25-40 loans on a daily and weekly basis Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances Communicate with all parties involved in the transaction to keep them informed of file status Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures Communicate with various companies to obtain Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information What you'll bring: Five years to eight years of mortgage loan experience Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B) strong math and analytical skills and prioritization and time management Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period. Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location. 1st United Credit Union is an Equal Opportunity Employer

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Provide support for banks Consumer and Commercial Loan Adjustment Departments Proficient with MS Access, Excel & Word Answer phone calls/emails from Officers regarding charge off related items Applying payments to each bank correct General Ledger Accounts Processing Charge-offs (C/O) and Recoveries within deadline Processing special C/O requests: Contra Reversal, OREO Prepare Projection Report for distribution to LAD Manager as assigned Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database Prepare & Pay Repo Invoices Liaison between internal/external auditors Research information within bank systems and files Daily balancing to specific GL's Preparing Fee Worksheets and Transfers Scanning Month end Board Reports, OREO certifications Monthly Balance Offs Notary, is a plus Requirements: Solid computer skills with experience working with different system applications including Microsoft Word and Excel. Comfort and confidence in working directly with senior banking staff. Excellent verbal and written communication including spelling and grammar. PC and typing proficiency, organizational and analytical skills. EOE Westamerica Bank's Privacy Policy may be found at: *********************************

Prioritize daily workflow pertaining to loan fundings, rate locks, new loans, etc. . Assemble new residential mortgage and consumer (including HELOC's) loan files upon receipt of preliminary application information. Input data and send welcome letters with all necessary regulatory disclosures to customer detailing additional due-diligence materials required by the Bank or Lender for submission. Order and review all documentation, including credit reports, appraisals, preliminary title reports, and income documentation for accuracy and current date prior to submitting to underwriting. Communicate with borrowers, loan agents and branch bank personnel regarding conditions and loan status. Prepare revised LE/CD Disclosures when applicable for compliance purposes. Upload and submit loans through the Lender's various paperless systems. Obtain and review all “prior to doc” and “prior to close” conditions stipulated by the lender. Order loan documentation for approved loans through Loan Service Center Doc Team for portfolio loans or the Lenders for brokered out loans. Request funds on brokered out loans. Complete all required HMDA reporting information. Prepare and organize loan packages for submission to underwriters and provide administrative support to loan officers and underwriters as needed. Process Broker fee checks. Complete Notice of Action Taken form for declined, withdrawn or cancelled loan applications. Knowledge, Skills & Abilities Knowledge of Encompass and Abrigo software applications, Fannie Mae Desktop Originator, Freddie Mac Desktop Underwriter, and other Web-based artificial intelligence approval applications. Working knowledge of the various loan programs and guidelines for loans offered by the Bank and its wholesale lending sources. Working knowledge of residential mortgage and construction lending loan processing principles and practices. Skills operating a personal computer including word processing, spreadsheet and presentation software. Basic mathematical calculation skills. Minimum Requirements High School Diploma or GED AND Two (2) years' experience in loan processing. Physical Requirements Office Worker: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds occasionally. Indoor office work environment with a majority of time sitting at a desk. Compensation The hiring range for this position is to $24.00 to $31.00 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

We are seeking an experienced and highly analytical Senior Consumer Loan Underwriter to join our growing clean-energy finance team. This role is ideal for someone with deep experience underwriting consumer loans for residential solar, heat pumps, and other home electrification upgrades, and who is excited to help scale ethical, transparent financing for the energy transition. The Senior Underwriter will play a key role in credit decisioning, policy refinement, and mentoring junior underwriters, while working closely with product, operations, and partner teams. Key Responsibilities Independently underwrite and decision consumer loan applications for residential solar, heat pumps, battery storage, and other electrification projects Evaluate, validate, and help refine our automated approval process working with our product and lender teams Evaluate credit reports, stated and verified income, debt obligations, and collateral to assess borrower creditworthiness Apply and interpret underwriting guidelines, with the ability to escalate, exception, or recommend policy changes where appropriate Support the development, refinement, and documentation of underwriting policies and decision criteria Manage a pipeline of loan applications while meeting turnaround time and quality targets Collaborate with operations, product, and partner-success teams to resolve complex files and improve origination workflows Provide guidance and informal mentorship to junior underwriters as the team scales (Preferred) Apply commercial or small-business underwriting experience to growing pipeline of SMB solar + storage applications Qualifications & Experience 3-5+ years of consumer loan underwriting experience, with a strong preference for: Residential solar lending Heat pump, HVAC, or home electrification financing Home improvement or secured consumer lending Strong understanding of credit bureau data, debt-to-income analysis, and income evaluation Comfort underwriting both automated and manual decision paths Excellent judgment, attention to detail, and documentation skills Clear written and verbal communication skills Experience with loan origination systems and underwriting tools Nice to have: Commercial or small-business loan underwriting experience Experience working with installers, contractors, or point-of-sale financing Familiarity with UCC-1 secured lending structures Based in or near the San Francisco Bay Area (preferred, not required) Salary Range $85,000 - $115,000 per year, depending on experience, location, and depth of clean-energy or commercial underwriting background. Why Join Us Work at the forefront of clean-energy and electrification finance Help shape underwriting standards in a fast-growing, mission-driven market Collaborate with a thoughtful, values-driven team focused on transparency and consumer protection Competitive compensation, benefits, and opportunities for growth If you're an experienced underwriter who wants to apply your skills to scaling affordable, high-integrity financing for the energy transition, we'd love to hear from you. Atmos is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Sr. Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. The Sr. Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. This position operates within Mountain and Pacific time zone working hours to support the Pacific region. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the particular loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on those documents. Communicate directly with the Loan Originator, customer, and underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices received, and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and help supervise new loan processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: High School Diploma or equivalent. A minimum of 5 years' residential mortgage processing experience. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Excellent math and analytical skills. Excellent communication skills. Ability to prioritize and meet deadlines. Available to work varying hours and overtime if needed. Encompass experience. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Base Pay: $28.00-35.00 Bonus: Eligible for per file bonus incentive The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Job Responsibilities: • Originate, input, process, underwrite (decision credits) docs, fund, book, post docs, loan servicing, reporting (covering the entire spectrum of loan origination and servicing with primary emphasis in consumer loans). • Provide qualified information to existing and new members. • Interview applicants and reviews consumer loan application file to verify application data is complete and meets Credit Union standards • Obtains necessary valuations of the collateral (Blue Book, Carfax, etc. ). • Pull and review credit reports. • Manage a loan pipeline and the loan process to ensure loans fund in a timely manner. • Process loans in accordance with Credit Union policy, guidelines and conform to all State and Federal Regulations such as the Equal Opportunity Act, Fair Debt Collection Practices Act. , Fair Credit Reporting, Truth in Lending Act, etc. • Handle consumer servicing related functions including payoffs and title releases. • Perform business development activities to increase production including maintenance of a client database, client and customer calling/monitoring efforts and additional activities as requested by management. • Monitor competitor rates, terms, and pricing frequently and make recommendations as needed to maintain competitiveness and profitability. • Monitor assigned critical control functions and reports as assigned. • Assist other departments as needed. Position Requirements: • College background is preferred but not required. • 3-5 Years credit experience (consumer, mortgage or commercial) • Self-motivated and results oriented with ability to close loans and achieve productivity standards • Excellent interpersonal and strong written and verbal communication skills • Strong analytical and organizational skills • Business math to calculate income, assets, debts (including Loan-to-Values and debt ratios) • Proficiency in Word and Excel; familiarity with a Loan Origination System (Calyx a plus). • Teamwork and customer service oriented • Excellent time management skills and adaptability to a fast-paced environment

Redwood Credit Union is looking for a Mortgage Loan Coordinator II, who will be responsible for performing a variety of Total Member Experience related liaison, sales, and operational duties in the mortgage lending department. Key Responsibilities Total Member Experience: o Intake new loan applications into Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers. o Act as the primary contact for Member walk-in traffic to mortgage lending department. o Respond to branch emails requesting Member walk-in's and return calls with a sense of urgency. o Establish initial rapport with Member, reach agreement and understanding on mutual expectations, and communicate next steps with Member on an as-needed basis. o Structure loan scenarios based on Member's financial goals and needs to align with RCU mortgage products. o Communicate and/or collect upfront list of needed documents based on Member's application using pre-defined conditions or LFC Desktop Underwriter findings. o Facilitate initial streamline refinance requests and deliver Member information for fulfillment. o Cross-sell RCU and RCUSG products and services. o Log-in to department phone queue during scheduled times. o Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action. o Act as the TME Ambassador to recognize areas of improvement for Member service and issues with processes within department and offer solutions and/or suggestions for improvement. Electronic Loan File Management: o Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, as necessary to remain compliant. o Ensure confidentiality and safeguard sensitive Member financial information. o Upload various loan documentation to virtual loan folders in a timely manner. o Monitor Mail Mortgage Lending emails and scanned documents from branches and distribute, as necessary. o Assist loan processors with ancillary pre-closing loan verifications. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? * 28th largest credit union in the U.S. and the largest financial institution based in the North Bay * Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial * Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025" * Recognized by Newsweek as one of "America's Best Credit Unions 2025" * Top Corporate Philanthropists (#24) - San Francisco Business Times * Voted Best Places to Work in the North Bay 20 years in a row * World-class Employee Engagement scores * Rated Superior in Service by more than 90% of Members, surveyed by SF Gate * Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities * Knowledge of real estate principles, practices, rules, regulations, and sales. * Ability to structure loan scenarios based on Member's financial goals and needs through application interview process that align with RCU mortgage products. * Ability to operate a PC with word processing, spreadsheet and Internet-based loan origination software. * Basic understanding of investor guidelines and compliance requirements. * Ability to communicate effectively both verbally and in writing. * Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members. * Ability to act independently and confidentially, using discretion and tact. * Ability to analyze situations and recommend workable solutions. * Ability to coordinate a variety of activities simultaneously and prioritize work. * Ability and desire to work in a team environment. Licenses and Certifications * Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years' experience in mortgage lending industry or closely related field. Compensation: Base starting range: $26.00 to $34.00 per hour commensurate with experience. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including: * Competitive medical, dental, and vision insurance, mental health offerings * Employee performance incentive plan * Salary Advancement- Merit increase based on performance * 401(k) program with employer match * Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks: * RCU employees are eligible for a .75% discount off RCU standard collateral auto loans * RCU employees are eligible for a 1% discount on all recreational or boat loan products * 2% discount off Visas and LOC Loans through RCU * 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000. * 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000. * 0% interest on garment, fitness, or home office equipment loan of up to $500 * 100% financing for employee purchased homes! Physical Requirements: * Ability to stand, bend, stoop, sit, walk, twist, and turn. * Ability to lift up to 25 pounds occasionally. * Ability to use a computer keyboard and calculator. * Work environment is indoors; majority of the time is spent sitting at a desk. * Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].

Local or 100% Remote About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage. ✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture. About the role Point is looking for a Processor to join our team. You'll collect, review, and verify documents to close Home Equity Investments (HEIs), assist homeowners with their queries, and ensure all conditions are met for a smooth closing process. You'll work closely with title companies, cure title issues, and protect Point's lien position by managing title reports, payoffs, and documentation before closing Your responsibilities Review title reports for accuracy, completeness, and eligibility. Work with cross-functional teams (account managers, underwriters, and closers) to successfully bring an application to a close. Review entity documents, trust documents, and divorce decrees to determine proper curative steps to ensure a clear title. Use skillset and knowledge of curative clearance to obtain the documentation required to clear title report and secure Point's lien position. Review and manage the processor pipeline within the set SLA. Clearly communicate with homeowners, title agencies, docket partners, and outside agencies (cities, counties, government agencies, debt collection agencies, and third-party vendors). Support pre-closing activities, including obtaining evidence of insurance, updated payoffs, checking fees input by underwriting, reviewing the entire body of documentation for anything missing or inaccurate, verifying ownership, and communicating closing steps to every homeowner. Meet or exceed daily and monthly goals, including CTC volume, call targets, and title grade clearance expectations. About you 2+ years of U.S. mortgage processing or title curative experience preferred with an understanding of various title issues and curative measures (e.g., tax liens, probate). Experience with US mortgage modifications is a plus. Knowledge of common credit underwriting standards; ability to evaluate income, assets, and title reports. Familiarity with mortgage modifications and resolving title issues (e.g., tax liens, probate) is a plus. Proficiency with Microsoft Office or Google Sheets, with strong computer proficiency in a paperless environment. Excellent written and verbal communication skills with a focus on delivering excellent customer service. Self-motivated and organized for remote work. Highly organized, detail-oriented, and adaptable to evolving processes. Excitement about joining a later-stage tech company, with interest in real estate and fintech. Our benefits Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays. Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ. Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2-3 days per week while receiving full base pay. Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success. Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement. Compensation at Point will be determined by skills, experience, and geographic location. Point has identified the expected annual base salary for this role at this level based on the market by tiers (Region | Location | Market Salary): Tier 2 | Chicago, Austin, Denver, Boston, Washington DC, San Diego, Portland, Sacramento, Philadelphia, Los Angeles & Santa Barbara | $61,000 Tier 3 | All other US metro areas | $54,000 This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Location Requirement: This is a remote position. However, candidates must reside in one of Point's states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, ME, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California. The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records. Essential Job Functions: Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file. Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions. Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input. Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral. Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person. Professional / Educational Experience 2 - 4 years related experience and/or training. Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

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. 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.

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Indirect Loan Officer performs the evaluation and processing of indirect auto loan applications submitted through the Credit Union Direct Lending (CUDL) platform. This role delivers accurate and timely credit decisions, completes required documentation, and prepares loan files in compliance with lending policies and regulatory requirements. The Indirect Loan Officer researches applicant creditworthiness, maintains strong relationships with dealership partners, collaborates with internal teams, and assists and supports dealers throughout the loan funding process. The position contributes to operational efficiency, produces accurate loan outcomes, and recommends solutions to facilitate efficient loan processing and funding. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Determine credit decisions in accordance with established lending policies and approved credit limits, and maintains awareness of evolving laws and regulations within the auto industry. Manage indirect lending queues by assessing loan applications while maintaining established service level agreements(SLAs). Communicate loan approvals and declines with members and dealership partners in a professional manner, providing detailed explanation of credit decisions and outlining potential options for future consideration. Evaluate credit risk and prepare supporting documentation for clinical review, when required. Collect required loan application components including credit bureau reports, collateral evaluation, member account data, financial statements, tax returns, and other pertinent information to ensure consistent and sound lending decisions. Open new membership accounts by verifying acceptable identification, confirming eligibility through acceptable documentation, and ensuring proper account funding. Review loan files for accuracy and completeness, including loan documents, finance contract, buyer's order, title paperwork, insurance information, membership application, acceptable identification, vehicle book out, and ancillary product contracts. Maintain accurate member and loan information in the core system to ensure smooth funding of loan packages. Proactively and professionally assist in dealer relationship management to support efficient indirect lending operations. Cross-sell applicable credit union products and aftermarket offerings, such as GAP, warranties, and value adding purchases, to enhance our member's financial future. Identify and recommend opportunities to streamline or improve systems, processes, and the work environment, and assist with development and maintenance of departmental policies and procedures. Assist with and will-call member needs that arise to ensure a positive and seamless auto purchase experience. Support the funding of indirect loans approved by other loan officers, as needed. Comply with all federal and state laws, as well as organizational policies and procedures, requirements related to the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC). Performs related responsibilities, as required. Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success. Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to manager, as directed Performs special projects and other responsibilities, as directed COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent, required. Experience: Minimum of two years of underwriting experience in indirect lending or a related role, including at lease two years of experience working with auto dealers. Minimum of two years of underwriting experience Excellent credit analysis, and "car intelligence” skills. Knowledge of Credit Union Direct Lending (CUDL) platform and familiarity of DMV documentation and processes. Excellent oral and written communication skills required Must be proficient in computer programs (e.g., Microsoft Office Suite) PREFERRED QUALIFICATIONS: Demonstrated ability to work independently as a self-starter, manage projects through completion with little supervision, and meet deadlines in a fast-paced environment. Proficiency in Symitar and Origence, with the ability to effectively use keyboard and 10-key calculator. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 5% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country's largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Member Loan Consultant Representative! Your Purpose You will be responsible for making outbound phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner. What You'll Do To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branches and electronic channels. Educate and cross-sell members on the company's deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs. Occasionally assist with in-bound member service calls dealing with routine member account inquiries and transactions on an overflow basis. Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally. Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions. Perform other related duties as assigned. Salary Range: $20.34 - $30.01 OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries: We offer superior benefits Medical, dental and vision benefits that cover the employee, spouse and dependents Retiree medical benefits A defined benefit Pension Plan with 100% employer contributions of $3.50/hour $10,000 Life Insurance $5,000 Accidental Death and Dismemberment 11 ½ Paid Holidays per year 17 days of Paid Time Off (PTO) to start Annual Performance Bonus Program - Up to 5% of employee's annual base paid on December 15 th of each year A 401(k) plan OE Federal Membership For You and Family Employee loan discounts Casual dress code Find your team, find your fit! If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly. OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

Job Title: Branch Loan Officer (Business Development Officer) Department: Consumer Banking Classification: Non-exempt Reports to: Branch Manager Summary/Objective: A) Develop strong customer relationships in order to generate high volume of prospective clients. Manage customer calls and appointments effectively for new opportunities and respond to client queries regarding the products in a timely fashion. Explain prospective clients about the advantages of the products or services offered and follow up with them in order to close business deals. B) Assist management with financial analysis for both existing and potential customers. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Follow-through with borrowers, loan processors, underwriting through all phase of the underwriting process. 2. Manage good relationship with existing customers, including cross selling of additional bank and loan products. 3.Responsible for following up to ensure all banking services provided clients exceed their expectations. 4.Collect and analyze borrower and property financial information including tax return, rent roll, etc. to determine the property's debt carrying ability and the borrower's capacity to repay. 5.Full knowledge in residential mortgage, commercial loan commercial small loans and insurance product and responsible for branch business development, e.g. CRE loan, Home loan, Trade Finance, New customers (CIF) and insurance, etc. 6.Responsible in following up with clients to ensure receiving necessary documents on time in order complete the loan process. 7.Spread and analyze personal and corporate financial statements. 8.Prepare credit analysis on companies and guarantors, prepare credit proposal. 9.Responsible for business expansion by deepening relationships, identifying cross sell opportunities, and increasing client acquisition. 10.Actively participate in community activities business referral and to promote the bank. 11.Prepare various weekly/monthly reports for management. 12.Responsible for annual review on commercial loan. 13.Updated Annual review and input rating to GCMS. 14.Ability to build solid relationship with teammates and business partners. 15.Perform site visit for new loan and annual review of existing loan. 16. Answer customer inquiry on deposit and borrower inquiry on loans. 17. Applies strong critical thinking and problem-solving skills to meet customer needs. 18. Collect information and process pre-qualification letter for residential mortgage. 19. Be able to cross sell our Life Insurance products. 20. Cross sell other deposit products to bring new CIF, e.g. CD, ATM etc. 21. Participate in special projects as required. 22. Performs other duties as assigned. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Quality Management - demonstrates accuracy and thoroughness. 2. Customer service - responds promptly to customer needs and meets commitments. 3. Oral communication - communicate with customers and branch employees effectively and clearly. Supervisory Responsibility: None Physical Demands: This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required. Travel Requirements: None Required Education and Experience: Bachelor's degree (B. A. or B. S.) from four-year college or university. 1-4 years related experience and/or training; or equivalent combination of education and experience. Life Insurance License preferred. MLO registration required. Additional Qualifications: An individual should have knowledge of spreadsheet software, word processing software and power point software. Language/Communication Skills: Able to read and interpret documents such as operations policy and procedures. Able to write routine reports and correspondence in Chinese and English. Fluency in Mandarin and English. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is understood and agreed that the employee may be required to perform additional duties as assigned by the employee's supervisor or Manager.

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.