Commercial Loan Documentation Specialist
Loan processor job in Vancouver, WA
SUMMARY: Responsible for any and all activities related to the processing of Commercial, Business Banking loans, and occasionally Consumer/HELOC loans, adhering and complying with all company policies and federal regulations. The salary for this role will be between $23 and $38 an hour. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards ESSENTIAL DUTIES:
Draw Commercial and Business Banking loan documents often basic to moderate in nature, and fund / disburse at loan closing. Document file to meet Commercial lending specifications.
Provide support as it relates to Consumer/HELOC closing documentation to include quality control, funding, procedures and testing of new products or features.
Full understanding of applicable software systems.
Ability to understand federal regulations as it relates to Commercial, Business Banking and Consumer/HELOC Lending.
Provide support to the Commercial lending and Business Banking department including Team Assistants.
Balancing of general ledger accounts and Bancontrol accounts as it pertains to the funding of Commercial and Business Banking loans.
Provide timely and accurate customer service both internally and externally using problem-solving skills to satisfy customer needs and ensure accurate resolution to customer requests.
Additional Duties & Responsibilities:
Project friendliness and professionalism in both appearance and attitude to present a positive Riverview image.
Understanding of software applications to include but not limited to: LaserPro, ProSign, Host, ECM, Abrigo, and other in-house software applications as well as Internet based applications.
Support management team as it relates to strategies, efficiencies, goals and structure as well as providing additional support to staff as needed.
Participate in and complete training objectives with passing scores.
Follow all Riverview Bank policies and procedures
Other duties as assigned.
RELATIONSHIPS
Daily contact with the Supervisor and/or Manager to receive direction and interpretation of existing and new practices and procedures.
Daily contact with Lending Team including Team Assistants, Branches/departments and customers in providing information and assistance regarding the processing and coordination of loan documents, funding of loans and boarding onto the core system.
Frequent contact with representatives of businesses such as Title and Escrow companies for coordination of loan closings.
Limited contact with members of professions with whom the incumbent must consult from time to time.
QUALIFICATIONS To perform this job successfully requires a level of independent problem solving to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and ability required to complete daily responsibilities and tasks. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Associate's degree (A. A.) or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience. SKILLS:
Basic understanding of all Commercial and Business Banking processing functions to include but not limited to: Participations - - UCC software - releases, searches, etc. - Commercial Construction loans - Consumer Lending Regulations - Business Entity structures - Documentation of collateral / collateral security requirements - Preliminary Title reports - insurance tracking - tax tracking - flood requirements.
Basic to advanced knowledge in Excel, Word, and Outlook applications. Ability to understand components of loan operations programs/software such as core, tax tracking, flood certification, etc.
· Moderate knowledge of the servicing and support of Commercial, Business Banking and Consumer based loans.
Ability to work independently with reasonable guidance required to accomplish goals and criterion within quality and time standards.
Ability to analyze problems involving several variables in unique situations with customers and Commercial, Business Banking and Consumer lenders.
Ability to apply common sense understanding to carry out instructions furnished in written or oral form.
Ability to effectively present information in one-on-one situations to employees of the organization in a professional manner.
Basic knowledge of technical applications such as: computers, documentation requirements, regulations, analysis, etc.
Ability to read and interpret operating and maintenance instructions, procedures, safety rules and company manuals.
Ability to write basic correspondence and basic reports.
Ability to calculate figures and amounts such as percentages, ratios, fractions. and apply basic to intermediate accounting practices/standards.
Ability to be flexible in a changing work environment.
PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions
.
Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.
Loan Processor Servicing II - ONSITE
Loan processor job in Hillsboro, OR
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
Job Summary
The Loan Servicing Processor II is responsible for coordinating the workflow between the Loan Servicing, Closing, Loan Participation and Watchlist teams through efficient loan file management, document production, and reporting. Independently manage a variety of daily, weekly, monthly, quarterly and annual tasks. Requires the ability to balance a variety of tasks while supporting multiple teams and deadlines.
Principal Duties & Responsibilities:
Prioritize, organize and coordinate the processing of new and paid off loan files, reports to our customers and other projects as assigned. Support teams in handling time sensitive projects, communications with internal and external customers and dealing with complex transactions. Serve as back-up to the Processor team in high-volume times. Manage onsite and offsite files and record storage for loan and legal files. Assist in electronic file organization and documentation.
Receive and prioritize incoming correspondence and phone calls. Respond to inquiries, including responding to routine requests for materials and information. Maintain confidential information including department records and files. Develop and deploy training programs, in collaboration with the Operations Manager, for new team members in Servicing or Closing Operations. Recommend modifications to existing procedures to enhance department efficiency.
Sort and process incoming mail, identify and distribute documents for various departments, including distributing incoming checks to appropriate parties to journal and deposit. Prepare journal entries, deposits and check requisitions to support timely processing into the general ledger and bank. Ensure compliance with internal controls over processes. Perform varied administrative and clerical duties, including creating correspondence, scanning, photocopying, filing and maintaining office equipment.
Additional projects as assigned.
Skills and Background You'll Need
2+ years of experience, in a dynamic office environment that includes the following:
Mortgage or loan closing
Proficiency with Microsoft Excel and Word.
Education: High School Diploma
Key Behaviors of a Successful Candidate
Improvement Mindset: Continually seeks new ways to apply digital and non-digital solutions to drive innovation, efficiency, effectiveness and transformation to create business/customer value.
Adaptability: Recognizes and is open to changing circumstances and alters behavior as necessary.
Driving Success: Takes action, initiates activity, pursues ambitious goals with persistence and shows resilience in the face of obstacles and setbacks.
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about
working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.
Salary Range:
24.16 - 32.33
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
Auto-ApplyLoan Processor Servicing II - ONSITE
Loan processor job in Hillsboro, OR
The next part of your journey is right around the corner - with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
Job Summary
The Loan Servicing Processor II is responsible for coordinating the workflow between the Loan Servicing, Closing, Loan Participation and Watchlist teams through efficient loan file management, document production, and reporting. Independently manage a variety of daily, weekly, monthly, quarterly and annual tasks. Requires the ability to balance a variety of tasks while supporting multiple teams and deadlines.
Principal Duties & Responsibilities:
Prioritize, organize and coordinate the processing of new and paid off loan files, reports to our customers and other projects as assigned. Support teams in handling time sensitive projects, communications with internal and external customers and dealing with complex transactions. Serve as back-up to the Processor team in high-volume times. Manage onsite and offsite files and record storage for loan and legal files. Assist in electronic file organization and documentation.
Receive and prioritize incoming correspondence and phone calls. Respond to inquiries, including responding to routine requests for materials and information. Maintain confidential information including department records and files. Develop and deploy training programs, in collaboration with the Operations Manager, for new team members in Servicing or Closing Operations. Recommend modifications to existing procedures to enhance department efficiency.
Sort and process incoming mail, identify and distribute documents for various departments, including distributing incoming checks to appropriate parties to journal and deposit. Prepare journal entries, deposits and check requisitions to support timely processing into the general ledger and bank. Ensure compliance with internal controls over processes. Perform varied administrative and clerical duties, including creating correspondence, scanning, photocopying, filing and maintaining office equipment.
Additional projects as assigned.
Skills and Background You'll Need
* 2+ years of experience, in a dynamic office environment that includes the following:
* Mortgage or loan closing
* Proficiency with Microsoft Excel and Word.
* Education: High School Diploma
Key Behaviors of a Successful Candidate
* Improvement Mindset: Continually seeks new ways to apply digital and non-digital solutions to drive innovation, efficiency, effectiveness and transformation to create business/customer value.
* Adaptability: Recognizes and is open to changing circumstances and alters behavior as necessary.
* Driving Success: Takes action, initiates activity, pursues ambitious goals with persistence and shows resilience in the face of obstacles and setbacks.
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
* A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
* An annual incentive bonus plan
* Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
* A supportive, responsive management approach and opportunities for career growth and advancement
* Paid parental leave and adoption/surrogacy assistance
* An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.
* Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.
Salary Range:
24.16 - 32.33
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
Auto-ApplySenior Mortgage Loan Processor
Loan processor job in Woodburn, OR
About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
The Senior Mortgage Loan Processor is responsible for reviewing mortgage loan packages to ensure applications are complete and compliant.
* Completes file review of all mortgage loan packages making sure applications are complete and consistent.
* Mortgage loan packages consist of FHA, VA, State Bond, and Construction Loans.
* Collects all documentation and runs loan through automated underwriting and gathers loan conditions.
* Ensure loan disclosures are delivered on time and are accurate.
* Submits completed package to Underwriting and works with Underwriting to obtain a loan decision.
* Resolves a variety of customer problems/issues regarding bank products and services.
* Follows up with sales team and/or customer to obtain all necessary information and clarification on financial analysis materials and resources.
About You:
* H.S. Diploma/GED required.
* 4-7 years of Administrative/clerical, Retail Banking or Mortgage experience required.
* Encompass experience preferred.
* Experience with First Time Homeowner Programs preferred.
* Advanced knowledge of Home Lending department/function, documentation, and processes, plus proficiency in preparing related reports and documents preferred.
* Possess strong customer service and interpersonal skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.
* Strong verbal and written communication skills.
* Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task.
* Ability to complete work in a timely manner, consistently meeting strict deadlines, and perform in a high production environment.
* Possess strong administrative and organizational skills.
* Intermediate knowledge of personal computer and related software packages, including MS Office Word, Excel, and Outlook, and other business machines.
* This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
* This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.
Job Location(s): Ability to work fully onsite at posted location(s).
Portland, Oregon
Eugene, Oregon
Woodburn, Oregon
Hillsboro, Oregon
Vancouver, Washington
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $22.00 to $30.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Senior Mortgage Loan Processor
Loan processor job in Woodburn, OR
Loan Operations Woodburn, Oregon Hillsboro, Oregon Eugene, Oregon Portland, Oregon Tigard, Oregon Vancouver, Washington **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
The Senior Mortgage Loan Processor is responsible for reviewing mortgage loan packages to ensure applications are complete and compliant.
+ Completes file review of all mortgage loan packages making sure applications are complete and consistent.
+ Mortgage loan packages consist of FHA, VA, State Bond, and Construction Loans.
+ Collects all documentation and runs loan through automated underwriting and gathers loan conditions.
+ Ensureloan disclosures are delivered on time and are accurate.
+ Submits completed package to Underwriting and works with Underwriting to obtain a loan decision.
+ Resolves a variety of customer problems/issues regarding bank products and services.
+ Follows up with sales team and/or customer to obtain all necessary information and clarification on financial analysis materials and resources.
**About** **You:**
+ H.S. Diploma/GED required.
+ 4-7 yearsof Administrative/clerical, Retail Banking or Mortgage experiencerequired.
+ Encompass experience preferred.
+ Experience with First Time Homeowner Programs preferred.
+ Advanced knowledge of Home Lending department/function, documentation, and processes, plus proficiency in preparing related reports and documents preferred.
+ Possess strong customer service and interpersonal skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.
+ Strong verbal and written communication skills.
+ Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task.
+ Ability to complete work in a timely manner, consistently meeting strict deadlines, and perform in a high production environment.
+ Possess strong administrative and organizational skills.
+ Intermediate knowledge of personal computer and related software packages, including MS Office Word, Excel, and Outlook, and other business machines.
+ This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
+ This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.
**Job Location(s):** Ability to work fully onsite at posted location(s).
Portland, Oregon
Eugene, Oregon
Woodburn, Oregon
Hillsboro, Oregon
Vancouver, Washington
**Our** **Benefits:**
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $22.00 to $30.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to** **Diversity** **:**
Columbia Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: [email protected] .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Columbia Bank.Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Columbia Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Mortgage Processor/Closer
Loan processor job in Portland, OR
Kelly Services, Inc. is a Fortune 500 company headquartered in Troy, Mich., providing employment to more than 700,000 employees annually, with skills including office services, accounting, engineering, information technology, law, science, marketing, light industrial, education, health care and home care. Kelly Services is an Equal Opportunity Employer.
Job Description
Reviews loan file for completeness and accuracy prior to submitting file to Closing Department for doc prep and funding. Coordinates with loan processor in collection and examination of key documents, examines and validates specific documents to ensure compliance with Bank, regulatory and investor guidelines.
Qualifications
One to two years of experience processing or closing mortgage files
Thorough knowledge of mortgage closing/funding process
Strong knowledge and understanding of RESPA requirements
High School Diploma/GED
Additional Information
All your information will be kept confidential according to EEO guidelines.
Loan Officer
Loan processor job in Vancouver, WA
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description:
· Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Loan Originator NE - Lake Oswego, OR
Loan processor job in Lake Oswego, OR
Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers.
High school diploma or equivalent and appropriate licenses as required by state.
Valid driver's license and current automobile liability insurance.
A minimum of 12 months loan originator experience required.
Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written.
Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts.
Continue to expand knowledge of issues influencing the industry and the organization.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances.
Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required.
Markets and promotes PrimeLending's financial products;
Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set.
Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.
Collects and analyzes information regarding the customer's income, assets, investments or debts.
Advises the customer regarding the advantages and disadvantages of different loan products.
Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.
Oversees the loan process by monitoring loan status and ensures conformity with terms.
Communicates loan status to all interested parties, and obtains loan documentation after closing.
Presents terms and conditions of loans with customers.
Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s).
Other duties as assigned.
Auto-ApplyMortgage Relationship Officer
Loan processor job in Vancouver, WA
At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service - the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional.
This is a hybrid position based in Vancouver, WA and the surrounding area.
Compensation is a base salary plus commission.
Primary Duties:
Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans
Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus' products and lending guidelines
Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities
Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business
Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements
Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments
Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives
As an ideal candidate, you will have:
Bachelor's degree preferred or equivalent work experience
Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred
Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans
Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners
Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment
Ability to be certified and maintain registration through NMLS as required for mortgage originations
Willingness to travel on a regular basis within the areas Unitus serves
Bilingual skills (especially Spanish/English) are preferred.
Our Benefits
Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (*eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
Transit & Parking benefits
Paid Volunteer Time Off
What's it really like to work here?
We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.
Auto-ApplyLoan Consultant/Officer
Loan processor job in Vancouver, WA
We're searching for some really great people who enjoy customers as much as we do.
Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.
Check out our rating at: Working at Evergreen Home Loans | Great Place To Work
Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.
Learn more about us on our website here.
Discover what's possible with Evergreen.
We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!
We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers.
Essential Duties and Responsibilities:
Customarily and regularly work away from Evergreens' place of business (or the Loan Officer's home office or other regular place of business) selling Evergreen's loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business.
Perform sales activities including, but not limited to:
Phone calls, emails and social media posts to maintain existing relationships as well as create new business partners.
Provide ongoing marketing and support of existing Partners.
Sourcing of prospective new clients.
Be available to clients and coworkers throughout the day and on weekends if needed.
Interview customers and take loan applications and pre-qualify borrowers over the phone or in person.
Discuss loan program products with borrowers and provide loan comparisons or other borrower education information.
Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff.
Create new marketing materials and distribute to partners and clients.
Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business.
Read industry publications/blogs/newsletters/web stories about current industry news.
Support other Loan Consultants/ Officers as needed.
Other duties as assigned.
Performance Expectations:
Perform all actions in accordance with the Mission, Vision, and convictions of EHL.
Expected to meet production standards outlined in the Loan Origination Production Standards.
Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
Seek Feedback: Host regular and timely communication with associates and Manager.
Be willing to assume additional responsibilities/duties/projects as they arise.
Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
Knowledgeable regarding mortgage processes, able to answer borrower's questions and take applications.
Effectively uses LOS, contact management software and Microsoft Office products.
Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers.
Perform all actions in accordance with policies and procedures of the company.
Quality Manufacturing:
Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved.
Your manager can assume the work is being performed as agreed unless otherwise notified.
Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
Failure to notify of exceptions or missed due dates - in other words silence - is not acceptable.
You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.
Specific Skills/ Knowledge/ Abilities Required for Position:
High School Diploma or equivalent
Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
Exercise good judgment and strong character, motivated, hard working.
Ability to work well with fellow associates, clients and vendors.
Good communication skills. Neat, clean, healthy work habits.
Physical Requirements:
Ability to work in a fast-paced, occasionally noisy environment.
May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy.
Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
Requires all forms of dexterity and mobility throughout the shift.
Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
Benefits and Perks:
Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen's 401(k) plan. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.
Compensation:
This is a commission only position. Associate may be eligible for bonuses or other variable earnings as determined upon hire.
Evergreen is an equal opportunity employer and E-Verify employer.**************************
Equal Housing Lender
©2025 Evergreen Moneysource Mortgage Company dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit ***************************
Loan Officer
Loan processor job in Portland, OR
Mortgage Trust is seeking Loan Officers!
We exist to empower our employees, clients, and referral partners to build wealth. Does that resonate with you?
Us
We employ people who can contribute, grow, think, dream, create, and maintain a positive attitude.
We provide excellence to our clients - with respect, transparency, equity, and honesty.
We are more than “just another mortgage company.” The conversations we have and the resources we use with our clients revolve around their holistic financial lives.
We consistently evaluate and improve every aspect of our business.
We care about each other and have each other's backs.
We work hard, play hard, and give back to our community.
You
Are you driven, motivated, competitive, hungry, and humble?
Do you focus on referrals only - realtors, financial professionals, past clients, etc.?
Do you close $2M+ per month in a normal environment?
Are you a team player - willing to collaborate with other loan officers?
Do you believe in a wealth-building philosophy, of which mortgages are an essential tool?
Why Mortgage Trust
We assure our Loan Officers (LOs) are focused on their highest and best use: cultivating client relationships, qualifying borrowers, and finding optimal loan solutions. Therefore, our LOs spend very, very little time on any administrative or processing duties. Setting up files, obtaining documentation, and chasing down conditions - as well as all primary communications with everyone involved in a transaction - are handled by assistants and processors. We feel so strongly about this model we're willing to pay for it:
After 1 quarter of 15 closed loans, MTI will pay $37,500/year toward an assistant (plus their benefits)
After 2 consecutive quarters of 20 closed loans, MTI will pay $75,000/year toward an assistant (plus their benefits)
Additionally, after 2 consecutive quarters of 30 closed loans, MTI will pay for an LO-dedicated processor
We are small, local, and nimble. We've worked for large, national mortgage companies, and… well, let's just say that's not our cup of tea. We were very small cogs in a very large machine, and that became more and more frustrating to us over time.
Interest rates matter. We don't need to get into the minutiae of why independent mortgage banks (Fairway, Guild, Academy, Caliber, etc.) have higher-than-market rates, but they all do. We've done multiple interest rate searches of most of the big banks and local credit unions over the past few months. Mortgage Trust's rates are lower than all of them. By cutting out a lot of fat that comes with a large company, we're able to offer very low rates. While we don't think rates should be the primary factor in determining which mortgage lender to use, they are obviously a big piece of the puzzle. We're happy to know that we're now as competitive as any lender out there.
Mortgage Trust offers our loan officers:
Commission based on 1.2% of your funded loan amounts
Health insurance starting on the first of the month following your start date. This includes medical and vision through Regence Blue Cross Blue Shield and dental through Moda (Delta Dental or Willamette Dental). We pay 100% of the employee premium for the base plan (there are three plan levels available). Alternative plans and/or dependent coverage is available as a pre-tax employee expense.
Two Flexible Spending Accounts (FSA) are also available starting on the first of the month following start date. Employees are able to deduct pre-tax money for out-of-pocket medical expenses and dependent care costs. Limited rollover of FSA funds from one plan year to another is available.
At Mortgage Trust, we value all employees and job candidates as unique individuals, and we welcome the variety of experiences they bring to our company. We believe everyone should be treated equally regardless of race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, citizenship, genetic information, pregnancy, or any other characteristic protected by law.
Student Loan Coaching Specialist
Loan processor job in Portland, OR
As a Student Loan Coaching Specialist, you'll work one-on-one with end users to provide expert, personalized guidance on student loan repayment. We're expanding our coaching service to help even more users navigate the complexity of student loans (e.g. federal repayment plans, public service loan forgiveness, refinance, consolidation, tax considerations, accelerated payments, college funding) and balance other long-term financial goals alongside debt repayment. Our ideal candidate is a self-starter who is eager to help advance the program and is comfortable communicating directly with end users. Empathy, curiosity, and a growth mindset are critical to this role.
Key Responsibilities
* Prepare a borrower's analysis before the call, review it along with any questions during the call, and provide prompt follow-up via email after the call
* Become proficient with the Candidly platform and capabilities that can help borrowers make progress based on their customized plan
* Follow the post call coaching procedures (record meetings, fill out post call form, etc.)
* Weekly check-in with the Candidly Coaching team
* Ability to lead webinars, develop written resources, and collaborate on cross-functional initiatives to drive the growth and impact of the coaching program
* Contributes to team knowledge sharing and process improvement initiatives
* Shows initiative and resourcefulness to resolve user issues and improve coaching processes
* Adapts quickly to changes in policies, programs, or tools in a fast-paced environment
* Engages in continuous learning to stay up to date on student loan regulations, financial wellness strategies, and fintech tools
Requirements
* Certifications - CSLP designation preferred
* You are empathy-first in your approach to your clients and our users
* You are conscientious and meticulous in detail
* You have passion for making a difference and approach each day with a sense of urgency about the opportunity to make an impact
* You are an exceptional teammate
Preferred Qualifications
* Experience or knowledge in college planning concepts and strategies
* Familiarity with federal and private student loan programs, repayment strategies, and forgiveness options
* Knowledge of personal finance software or fintech platforms
* Bilingual or multilingual abilities to support a diverse user base
* Background in higher education, career services, or financial literacy education
* Experience or familiarity with AI-driven financial tools or platforms, including using AI insights to guide client decision-making or improve coaching outcomes
Loan Officer
Loan processor job in Vancouver, WA
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers.
Essential Functions
Obtain an accurate and thorough 1003.
Collect supporting documentation from borrower:
30 day paystubs
2 years tax returns
Last 2 years W2's
Award letters, disability, trust income, etc.
LOE for Gaps in jobs
At initial contact with borrower provide needs list and complete application
2 months bank statements
Obtain executed disclosures within regulations time frame.
Obtain accurate AUS findings.
Analyze credit report and financial scenario, determining appropriate loan product(s).
Determine (price) a profitable loan and communicate fees to ops team.
Submit a complete loan package to processing.
Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval.
Lock in rate.
Review CD to ensure fees and cash at closing are consistent with commitment to Customer:
Issue Lender Credit if needed
If loan out of balance, work with processor & branch manager to request subsidy
Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
Coordinate, create, track and distribute marketing materials.
Manage client and referral partner databases.
Answer customer inquiries involving rates, products and loan application status to ensure quality customer service.
Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer.
Qualifications
High school diploma or equivalent required.
At least two years of experience in Mortgage lending or related field.
Active NMLS License.
Ability to manage multiple priorities; strong detail orientation and highly organized.
Works with a strong sense of urgency and responsiveness.
Passionate about delivering excellence in customer service.
Demonstrated patience and professionalism when interacting with both internal and external customers.
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
Strong verbal and written communication skills.
Supervision
Intermittent to low supervision required, depending on experience
Apply sound judgment in execution of core job responsibilities
Travel: 0%
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
Loan Officer Associate
Loan processor job in Vancouver, WA
***Compensation range $19-21/hr*** We are Lennar
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States.
Join a Company that Empowers you to Build your Future
The Loan Officer Associate assists Loan Officers while developing skills and knowledge to become a Loan Officer in the future. The Loan Officer Associate will complete various on-line and classroom educational sessions while receiving operational and hands-on training by assisting the Loan Officer and Division Managers.
A career with purpose.
A career built on making dreams come true.
A career built on building zero defect homes, cost management, and adherence to schedules.
Your Responsibilities on the Team
Learning Development: Participate in formal training programs provided by the company. These programs cover various aspects of lending, including understanding different types of loans, assessing creditworthiness, and navigating the loan approval process. Train with manager on mortgage rate sheets in order to learn to accurately price and lock loans. Review various daily/weekly/monthly reports to learn the overall mortgage process from application to closing.
Continuous Education and Licensure: Successfully complete testing for mortgage licensing and appropriate state licensing as needed. Maintain up-to-date knowledge of RESPA through continuing education courses.
Support and Coordination: Update the loan application with any missing data. Maintain notes within the Loan Origination System to ensure complete exchange of information. Occasionally provide initial set up of the file.
Business Development and Customer Relations: Participate in builder and realtor functions to develop and maintain relationships. Work with Division Manager and Loan Officers on local marketing campaigns.
Customer-Centric Approach: Ensure that borrowers can easily reach out through various channels (phone, email, chat) and receive prompt responses. Act as a primary contact between our borrowers and their Loan Officers, schedule and conduct meetings as needed, to discuss any follow-up issues or items that need to be addressed.
Collaboration and Flexibility: Assist processors and closers in procuring loan documents from borrowers and other entities as needed. Engage and assist internal associates through various channels (phone, email, chat) and receive a prompt response. Flexible schedule, including weekends and evenings as needed.
Requirements
High school diploma or equivalent
BA or BS preferred
Mortgage or banking experience (preferred)
Experience in articulating product or service features, benefits, and value
A genuine passion for going above and beyond to ensure customer satisfaction
Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities.
Proficient in using standard office software (e.g., Microsoft Office Suite)
Valid driver's license and reliable transportation
Physical & Office/Site Presence Requirements:
Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. Requires the ability to work in excess of eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator.
#LI-AR1
#IND-LFS
#IND-MORT
This information is intended to be a general overview and may be modified by the company due to factors affecting the business.
General Overview of Compensation & Benefits:
We reasonably expect the base compensation offered for this position to range from an hourly rate of $16.28 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
This position may be eligible for bonuses.
This position may be eligible for commissions.
This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
Life at Lennar
At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
Auto-ApplyMortgage Processor/Closer
Loan processor job in Portland, OR
Kelly Services, Inc. is a Fortune 500 company headquartered in Troy, Mich., providing employment to more than 700,000 employees annually, with skills including office services, accounting, engineering, information technology, law, science, marketing, light industrial, education, health care and home care. Kelly Services is an Equal Opportunity Employer.
Job Description
Reviews loan file for completeness and accuracy prior to submitting file to Closing Department for doc prep and funding. Coordinates with loan processor in collection and examination of key documents, examines and validates specific documents to ensure compliance with Bank, regulatory and investor guidelines.
Qualifications
One to two years of experience processing or closing mortgage files
Thorough knowledge of mortgage closing/funding process
Strong knowledge and understanding of RESPA requirements
High School Diploma/GED
Additional Information
All your information will be kept confidential according to EEO guidelines.
Team Loan Originator NE - Lake Oswego
Loan processor job in Lake Oswego, OR
Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. In addition acts as a liaison between the Lead/Primary and/or other team loan originators, in-process customers and branch operations staff.
High school diploma or equivalent and appropriate licenses as required by state.
One to two years of sales or mortgage banking experience preferred.
Valid driver's license and current automobile liability insurance.
Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written.
An ability to quickly assess and process large amounts of information, and must be able to use designated technology.
Must continue to expand knowledge of issues influencing the industry and the organization.
Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume.
Must be proficient in required origination technology and use of other office equipment.
Must maintain confidentiality of borrower and/or company information.
*In accordance with U.S. Department of Labor Regulation Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13(a)(1) employees who meet certain tests will qualify for Exempt Status.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Markets and promotes PrimeLending's financial products;
Team Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship.
Handles loan volume as directed by each team loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines.
Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.
Collects and analyzes information regarding the customer's income, assets, investments or debts.
Schedules appointments with potential customers for the team loan originator(s).
Interacts and interfaces with all parties involved in each individual loan transaction from application to closing.
Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing.
Negotiates terms and conditions of loans with customers.
Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
Meets customer service standards as outlined by management.
Other functions as needed.
Auto-ApplyLoan Officer
Loan processor job in Beaverton, OR
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Loan Officer
Loan processor job in Portland, OR
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers.
Essential Functions
Obtain an accurate and thorough 1003.
Collect supporting documentation from borrower:
30 day paystubs
2 years tax returns
Last 2 years W2's
Award letters, disability, trust income, etc.
LOE for Gaps in jobs
At initial contact with borrower provide needs list and complete application
2 months bank statements
Obtain executed disclosures within regulations time frame.
Obtain accurate AUS findings.
Analyze credit report and financial scenario, determining appropriate loan product(s).
Determine (price) a profitable loan and communicate fees to ops team.
Submit a complete loan package to processing.
Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval.
Lock in rate.
Review CD to ensure fees and cash at closing are consistent with commitment to Customer:
Issue Lender Credit if needed
If loan out of balance, work with processor & branch manager to request subsidy
Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
Coordinate, create, track and distribute marketing materials.
Manage client and referral partner databases.
Answer customer inquiries involving rates, products and loan application status to ensure quality customer service.
Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer.
Qualifications
High school diploma or equivalent required.
At least two years of experience in Mortgage lending or related field.
Active NMLS License.
Ability to manage multiple priorities; strong detail orientation and highly organized.
Works with a strong sense of urgency and responsiveness.
Passionate about delivering excellence in customer service.
Demonstrated patience and professionalism when interacting with both internal and external customers.
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
Strong verbal and written communication skills.
Supervision
Intermittent to low supervision required, depending on experience
Apply sound judgment in execution of core job responsibilities
Travel: 0%
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
Loan Servicing Specialist
Loan processor job in Tigard, OR
The Loan Servicing Specialist is the foundation level position in the Loan Operations team. Incumbents at this level will demonstrate effective working knowledge of post origination servicing activities supporting consumer lending programs. Individuals in this position support one or more loan servicing related functions that could include but may not be limited to new loan on boarding, system updates, payment processing, collateral lien perfection, monitoring and release as well as general loan program exception management and reporting duties. Duties performed at this level are routine in nature and generally performed within formal guidelines and direct supervisory oversight. Individuals in this position will receive and respond to member service inquiries using good judgment and tact to deliver exceptional service - the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents.
Knowledge, Skills and Abilities
Excellent PC skills (Microsoft Office Suite).
Demonstrate good oral and written communications, member service, human relation, attention to detail, basic math, and problem solving skills.
Ability to work independently and as team player to conduct needs assessments, identify problems, develop solutions, and tact in implementing an appropriate course of action.
Basic understanding of consumer loan documentation and servicing practices.
Education & Experience
High school diploma or equivalent certificate
Minimum of 1 year of loan servicing related experience preferred
Basic working knowledge of consumer lending programs, laws and regulations
Working knowledge of consumer lending platforms and systems.
Our Benefits
Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (*eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
Transit & Parking benefits
Paid Volunteer Time Off
What's it really like to work here?
We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are dedicated to a policy of non-discrimination in employment base on race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state, or local law. Applicants may request reasonable accommodation to participate in the application process.
Auto-ApplyLoan Officer
Loan processor job in Gresham, OR
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.