+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$40k-62k yearly est. 3d ago
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Loan Officer
22Nd Century Technologies Inc. 4.4
Loan processor job in Glen Allen, VA
Please find the below:
Job Title: Loan Officer
Hours: M - F | 8am - 4pm or 9am - 5pm
Duration: 6+ Months(possible extension)
Start: ASAP
Pay Rate: Negotiable
Job Description:
The Rental Housing Loan Servicing Officer will support the administration and servicing of loans within the rental housing portfolio. This includes the coordination of daily loan administration activities, data entries, including construction and permanent loan closings, new loan setup and onboarding and new loan servicing orientation.
To be successful in this role, you must possess:
2-4 years of experience in multifamily loan servicing, escrow administration, asset management, or housing finance operations.
Knowledge of rental housing finance and loan servicing practices.
Strong organizational and attention-to-detail skills.
The ideal candidate would also have experience
Proficiency in loan servicing systems and Microsoft Office Suite (Excel, Word, Outlook).
Experience with affordable housing programs (e.g., LIHTC, HUD, state housing finance agency programs).
Understand loan documentation standards.
$36k-59k yearly est. 2d ago
Loan Processor
Blue Eagle Credit Union 3.1
Loan processor job in Roanoke, VA
Full-time Description
The LoanProcessor I is responsible for supporting the Credit Union's loan portfolio growth through building employee and appropriate vendor relationships, ensuring employee adherence to all lending regulations, as well as ensuring accuracy, verifying completeness, data entry, and storage of all lending data and documentation.
We may be a great fit for you if you are:
Organized
Detail oriented
Committed to exceptional service
Strong in oral and written communication skills
Able to handle challenging conversations and help members through difficult financial situations
Comfortable working with people at all levels of an organization and building teamwork
A strong influencer, with ability to overcome member objections or concerns and get results
Effective in applying critical thinking and problem-solving skills to meet team and member needs
Able to demonstrate initiative, commitment to continuous learning, and the ability to adapt to changing demands and requirements
Comfortable working in a fast-paced environment with frequent interruptions, occasional short deadlines, and stressful situations
Able to handle sensitive and confidential information and ensure privacy; and computer literacy (Google Applications and Microsoft Office)
What Blue Eagle brings to the table for our Team Members:
Quarterly BONUS earning potential
Immediately begin earning up to 160 hours of PTO per year (4 weeks)
Paid holidays (an additional 10 days off per year)
FREE health, dental, vision insurance, in addition to a credit union HSA contribution
FREE telemedicine services for all team members (and your immediate family)
401(k) plan with company match of 100% up to 6%
Active wellness program with gym membership reimbursements and more!
Additional benefits such as cancer, critical illness, accident, and life insurance options
Dependent Care flexible spending account
Mental Health resources
Community involvement opportunities provide an additional 8 hours of paid time off to serve
Career development
Requirements
The 'must haves":
A high school diploma
Prior experience in a customer service environment with demonstrated ability to problem solve
It would be awesome if you also have:
Experience working with consumer loans, real estate lending or loan processing
Experience working in a bank or credit union
Experience with Google Applications: Docs, Sheets, Gmail, Calendar
Driven to support our goals:
Mission: Delivering Solutions
Vision: Enriching Your Life
Core Values: Quality Service, Respect, Integrity, Compassion, Education
Salary Description $41,600
$41.6k yearly 29d ago
Mortgage Loan Specialist
City National Bank of Wv 4.9
Loan processor job in Winchester, VA
Job Description EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Implements corporate policies and procedures designed to produce profitable first mortgage loans in the retail market served, in order to meet the strategic and financial goals of the Bank.
Essential Functions Include:
Establish loan production sales goals with the Mortgage Division Manager
Actively sell, refer, deliver and promote mortgage loans
Provide loan disclosure forms to applicants within regulatory guidelines
Maintain a thorough knowledge of all mortgage loan programs offered and a working knowledge of competitive products and services
Maintains a working knowledge of loan origination systems and procedures
Serve as a liaison for ARM production for assigned Certified ARM Originators
Position Requirements Include:
College Degree Preferred
Minimum of 3 years mortgage lending experience
Must be compliant with Loan Officer Qualification Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in the role and within 30 days of employment compliance with NMLS registration and corresponding background check requirements.
Position Standards:
Submits thorough loan applications with all applicable disclosures
Communicates documentation requirements to borrows
Generates sufficient loan volume to meet goals. Minimum annual goal of $10 million in originations is required
Critical Skills:
Good sales techniques
Strong attention to detail
Good problem solving skills
Excellent communication skills
$77k-148k yearly est. 18d ago
Mortgage Loan Processor
Atlantic Coast Mortgage 3.7
Loan processor job in Fairfax, VA
Atlantic Coast Mortgage, LLC ("ACM") is seeking an experienced Mortgage Processor is to ensure the timely and accurate packaging of all loans originated by loan officers, while ensuring that the applicant's documents are accurate for processing and underwriting. The processor assumes responsibility as the point person from qualification to the final approval.
Job Duties and Responsibilities:
Strong knowledge of compliance rules and regulations
Proficiency in Encompass (LOS)
Follows specific guidelines for Fannie Mae and Freddie Mac investor regulations
Reviews loan applications for accuracy and completeness, ensuring standards are met.
Proficiency in understanding the loan profile to pre-underwrite conditions, with the goal set to manage and streamline the loan process with underwriting
Process documents, including income, assets, and employment, and analyze liabilities in a paperless work environment
Requirements:
Minimum of 2 years of experience as a Mortgage LoanProcessor
Previous experience with Conv, FHA, VA, VHDA, and USDA loans is required
Detail-oriented, ability to prioritize, and outstanding service are critical to succeed
Self-motivated with a strong sense of urgency-meet deadlines
Excellent verbal and written communication skills - be consistent and proactive with communicating with borrowers, loan originators, and other parties to the transaction while striving to maintain a high level of customer service
ACM promotes an Equal Employment Opportunity (EEO) workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other status protected by law. If you are disabled and need assistance in the application process, please contact the ACM Human Resources department.
$34k-43k yearly est. 28d ago
Home Loan Specialist
Reynolds Empowerhome Team
Loan processor job in Chantilly, VA
Job Description
Home Loan Specialist - Warm Leads Provided - EmpowerHome Mortgage
EmpowerHome Mortgage | Remote Flexibility
Are you a licensed Mortgage Loan Officer ready to grow your production without chasing cold leads?
EmpowerHome Mortgage is looking for motivated, relationship-focused Loan Officers who want consistent warm leads, industry-leading support, and the opportunity to build a high-volume business.
As the exclusive mortgage partner of EmpowerHome Team-a nationally ranked real estate team-our Loan Officers receive a steady flow of warm, pre-qualified buyer leads every week. No cold calling. No lead buying. Just real homebuyers ready to move forward.
If you're driven, client-focused, and ready for a scalable career path, this is the opportunity.
What We Offer
Warm, pre-qualified buyer leads provided directly from EmpowerHome's top real estate agents
Remote flexibility with proven systems, CRM, and technology to streamline your pipeline
Operations, processing, and marketing support, so you can focus on clients-not paperwork
A collaborative, growth-oriented team culture
Competitive commission plan with six-figure income potential
A trusted brand with strong agent partnerships and repeat referral business
Compensation: $100,000+ commission potential at plan, with upside earning potential.
Compensation:
$100,000+ at plan commission
Responsibilities:
Evaluate and pre-qualify loan applicants by reviewing financials, credit reports, and documentation
Advise clients on mortgage products, loan programs, and financing options
Guide borrowers through every step of the loan process, ensuring a smooth and transparent experience
Maintain compliance with all mortgage lending regulations and internal policies
Build relationships with real estate agents, builders, and referral partners to increase loan volume
Qualifications:
Active NMLS License (required)
Proven success as a Loan Officer, Mortgage Loan Originator, or similar lending role
Strong communication, customer service, and relationship-building skills
Self-motivated and organized, with the ability to manage a high-quality pipeline
Passion for helping families achieve homeownership and advancing your mortgage career
About Company
Why EmpowerHome?
Exclusive partnership with a top-ranked real estate team
Ranked #8 Real Estate Team in the Nation by RealTrends (Sales Volume)
#1 Female-Led Real Estate Team in the United States
Mission-driven culture focused on client care, performance, and professional growth
How to Apply
Submit your resume today. Qualified candidates will be contacted for the next steps.
$100k yearly 5d ago
Commercial Loan Processor
Firstbank 4.6
Loan processor job in Waynesboro, VA
The First Bank and Trust Company is hiring a Commercial LoanProcessor to support our Commercial Loan Officers in Waynesboro, Virginia. The individual will process commercial loans which will include obtaining information from customers, composing correspondence, organizing files and maintaining and scanning the commercial loan files. This position requires a variety of banking experience and abilities to implement, manage, and monitor all necessary procedures and other tasks assigned.
If you are organized, detail-oriented, and enjoy building relationships then we want to tell you more about the Commercial LoanProcessor position.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Support the Commercial Loan Officers.
Communicates directly with commercial loan customers to obtain the necessary information to get the loan completed.
Maintains confidentiality in all aspects of customer and company information.
Performs general clerical duties, including but not limited to mailing, filings, copying and faxing.
Composition of correspondence and organization and maintenance of commercial file system.
Assistance to loan officer in preparing loan packages and loan commitment letters including obtaining credit reports and order appraisals.
Creates and maintains organized loan files, to include filing and scanning of applicable loan documents
Create, generate, and modify all proper loan documents completely pre-closing and post-closing correctly with quality as best as possible.
Coordinates loan closings.
Interact with customers to ensure that the loan process runs smoothly.
Process declined and withdrawn loan files.
Assist lender with past due loans and generate past due letters and documents.
File and distribute organization and loan correspondence, records, and reports to proper file location.
Prepare responses to correspondence containing routine inquiries and payoffs.
Generate wire transfer documentation and process.
Prepare correspondence and handle customer inquiries and provide information including resolving loan payment/billing questions and payoffs.
Communicate and process payoffs including release of UCC filings and Certificates of Satisfaction.
Track and monitor loan exceptions and rectify.
Refer customers to bank area for information regarding other bank products.
Perform other duties as assigned by commercial loan officers.
To learn more about this position and career opportunities at First Bank and Trust, then go to ***************** - Our Company - Careers.
MINIMUM EDUCATION AND SKILLS:
Associates' degree in Accounting, Finance, Economics, Business Administration, or a related field.
Minimum of 3 years of experience in loan processing or related banking field.
Working knowledge of Excel, and Word.
Excellent communication skills, both written and verbal.
Communicate effectively and conformable engaging with clients.
Math, analytical, and accounting skills.
BENEFITS:
PTO Leave is 20 days per year earned on a monthly basis.
First Bank and Trust recognizes11 paid holidays, when the holidays occur during the work week.
Medical, Dental and Vision Insurance starts the 1st day of the month after hire date.
Employees are automatically enrolled in the bank's 401K/ESOP Plan.
First Bank and Trust provides basic life insurance coverage equal to two times an employees' base salary.
First Bank and Trust provides long-term disability insurance coverage.
The First Bank and Trust five core values are (1) High Quality Customer Service (2) Motivated Employees (3) Profits (4) Honesty and (5) Enjoyment
First Bank and Trust is an Equal Opportunity Employer EOE/AA/M/F/Disabled/Veteran
$33k-41k yearly est. Auto-Apply 35d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan processor job in Richmond, VA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Commercial Loan Closing Specialist
Home Trust Banking Partnership
Loan processor job in Roanoke, VA
The Commercial Loan Closing Specialist assists in the preparation of loan documents associated with commercial closings and facilitates closings through the Commercial Banking Associates, Commercial Relationship Managers, and Attorneys. This position supports critical policy and procedures as well as federal and state regulations to ensure an efficient documentation practice, loan document review system, and other critical risk management activities needed to minimize credit, documentation, and operational risks in commercial lending.
Key Responsibilities / Essential Functions
* Prepares complete and accurate loan documentation packages for new commercial loans, modifications, renewals, and extensions, and includes final closing instructions.
* Orders Flood Certifications, prepares UCC financing statements, reviews UCC search records, and verifies wiring instructions and funding details.
* Reviews credit approval packages which include pricing and financial reporting requirements, and collateral and environmental due diligence requirements necessary to document the loan.
* Reviews and verifies customer identification documents in accordance with the US Patriot Act and the due diligence policy.
* Ensures compliance with HMDA/CRA eligibility requirements and FEMA regulations.
* Reviews preliminary closing documents including hazard, liability, builder's risk, flood insurance policies, Title Commitments, Closing Protection Letters, Settlement Statements, and funding due diligence.
* Coordinates the return of all executed document packages and necessary supporting documents to Loan Operations for booking.
* Maintain confidentiality and security of sensitive information.
Job Requirements
Education:
* High school diploma or equivalent
Required:
* 3+ years of experience in preparing and reviewing commercial loan documents and/or paralegal experience tied to commercial loan closings required.
* Knowledge of basic legal concepts including real estate transactions.
* Knowledge of commercial loan products and services.
* Well-developed written and verbal business communication.
* Proficient administrative and organizational skills.
* Self-motivated with attention to detail.
* Ability to prioritize duties and work independently.
* Ability to meet designated deadlines while remaining flexible to changing assignments.
* Proficient in Microsoft Office products.
Preferred:
* College degree in business or related field.
* Experience with LaserPro.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
* This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
* Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
* Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
* The employee will frequently communicate and must be able to exchange accurate information with others.
* The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
$29k-68k yearly est. 60d+ ago
Mortgage Loan Specialist
Burke & Herbert Bank & Trust 4.4
Loan processor job in Winchester, VA
Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc.
Meet with potential borrowers regarding their mortgage needs.
Present bank's mortgage products and services that meet borrower's financial goals.
Complete the borrower's application and analyze the borrowers financial and credit data.
Lock rate per company and regulatory guidelines.
Prepare or request all applicable loan documentation from the appropriate party or department.
Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently.
Maintain communication with the borrower regarding the loan status.
Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements.
Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.)
Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service.
Assist clients with monthly billing and collections cycle.
Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections.
Work directly with other departments to resolve any issues or concerns with any customer in your portfolio.
Other Duties
Look for referral opportunities within the company (insurance, deposits, etc.).
Other duties as assigned.
Skills/Abilities
Requires strong networking and interpersonal skills.
Financial/quantitative skills.
Attention to detail.
Strong computer skills including Excel.
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Local travel is required for this position.
Education and Experience
Must be registered with NMLS Federal Registry.
Minimum of two years residential mortgage lending experience.
A four-year college degree is preferred.
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.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
$33k-41k yearly est. 6d ago
Loan Specialist
Regional Finance 4.1
Loan processor job in Chesapeake, VA
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!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
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.
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.
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.
$41k yearly 38d ago
Commercial Loan Specialist - Boulders
Virginia Credit Union 4.3
Loan processor job in Richmond, VA
Primary Function:
This role provides a wide variety of support to the Business Services Team. Support will include loan processing and administration from origination through post-closing; operational and technical support in collaboration with members of the Business Services team; opening of membership accounts and deposit checking accounts; and maintenance and management of member business banking relationships. Prepare and process loan approval and closing documents, clear post-closing loan documentation and servicing exceptions, contact business members regarding past due accounts and resolve member account problems. Provide exceptional member service and support to ensure our members' needs are met.
Essential Duties and Responsibilities:
Works closely with Business Services Relationship Managers to facilitate and resolve issues on new loan transactions, closings, modifications and renewals.
Responsible for documenting the financial information requirements for new loan requests.
Set up, process, and monitor documents, and files for commercial loan package completion to meet lending specifications. Review and monitor loan documents for accuracy, completeness and adherence to approval conditions.
Ensure correct lien position which may include UCC searches and analyzing title policies/searches.
Maintain files with sufficient documentation for third-party review and prepares files for timely audits.
Set up loan and financial ticklers to ensure accuracy and timeliness. Responsible for ensuring all closing conditions are met and loans are closed within time frames.
Assist the team of Business Services Relationship Managers in obtaining, scanning and archiving information required for underwriting a loan request.
May assist Business Services Relationship Manager in ordering third party reports related to a loan request, including appraisals, Phase I/II environmental reports.
Review and resolve a variety of member problems/issues regarding products and services.
Process loan advances on credit facilities at the request of member or Business Services Relationship Manager.
Process funding of loan closings at the request of the borrower, closing attorney/agent or Business Services Relationship Manager.
Process construction loan advances during the draw down period. This may include coordinating the third party site inspection, title update and review, and funding appropriate advances based on percentage completion of the project.
May negotiate loan-signing dates with members, closing agents and Business Services Relationship Manager.
May work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the credit union's interests in complying with the approved terms of the credit relationship.
Responsible for GL Certification which includes research, balancing and certification.
May perform preliminary review of property and liability insurance to ensure it complies with MBL loan policy and procedure.
May provide customer service, administrative support and inter/intra office communication support for the department.
May perform other duties as assigned.
Able to perform all duties of the position and in addition:
Independently prepare data input sheets and provide required information for loans to be boarded on the credit union servicing system and ensure all loan coding is correct.
Review corporate organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies.
May perform preliminary analysis on title insurance commitment reports including title exceptions, and responsible for preparing title/escrow instructions including reviewing final title policy to ensure it complies with the title/escrow instructions and confirms that the bank's lien position is accurate.
Responsible for reviewing property and liability insurance to ensure it complies with loan terms and MBL policy and procedure.
Services customer relationships:
Assists Business Banking Relationship Managers in the management of the total account relationship including deposit accounts.
Handles member requests for information and resolves problems promptly. Involves Business Banking Relationship Manager when needed.
Handles line of credit advances and account transfers per established procedures.
Processes loan payments and collects fees.
Maintains working knowledge of financial products.
Coordinates with internal partners' referral opportunities.
Presents product proposals to members for selected services.
Develops long-term solutions for member problems to help ensure business member and account retention.
Maintains accounts:
Resolves complex documentation exception issues.
Follows up and corrects all documentation exceptions with customers, attorneys, insurance agents, Registrar of Deeds, Secretary of State, etc.
Ensures member files are maintained properly and updated promptly when current information is received.
Past dues:
Assists Business Services team in monitoring and follow-up of past dues.
Performs office support functions:
Receives and directs telephone calls for Member Business Services.
Assists other support and MBS RMs as directed.
Types letters, memo, etc. as needed.
Participates in special projects as requested.
Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, making account maintenance changes, approving and disbursing loans including, but not limited to, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training.
Other duties may be required and assigned by the supervisor
Prerequisites for Job:
Previous commercial loan administration and/or retail banking experience or the equivalent in office experience preferred.
Knowledge in all areas of commercial and real estate lending including construction to perm, letters of credit, borrower based lending, and multiple collateral properties preferred.
Knowledge:
Experience in a commercial loan processing environment is preferred.
Knowledge of financial products and services.
Experience in managing customer relationships in a financial institution is preferred.
Prior experience in selling and servicing business member relationships is preferred.
Demonstrated ability to abide by the industry's state and federal regulations, as well as the credit union's current credit lending policy.
Skills:
Strong written and verbal communication skills
Familiar with financial statements and tax returns preferred
Must be a self motivator
Must be detail oriented and have the ability to work independently as well as with a team
Must be able to identify cross-sell opportunities
Must be able to multitask and work in a fast-paced environment
Proficient in using Microsoft Office applications
Proficiency with sales management software applications is preferred
Must be able to work with a sense of urgency
Minimum Education and Experience:
College degree is preferred
Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements
Physical Requirements:
This job requires the ability to sit for long periods of time.
This job requires occasionally lifting up to 20 pounds and/or up to 10 pounds frequently.
$36k-54k yearly est. Auto-Apply 17d ago
Real Estate Title Processor
RL Title and Escrow
Loan processor job in Falls Church, VA
We are looking for an experienced title processor to join our close-knit team of title professionals. The successful candidate will have extensive experience in real estate closings and settlement processing, and a well-rounded skill set that includes customer service, analysis, and detailed research. We provide the training, the team, and the opportunity to take your career to the next level. If this sounds like a job you'll love, apply now!
Must be able to work at the office in Falls Church, Virginia.
Years of experience (3-5) working as a settlement processor with processing and closing experience
Advanced knowledge of Qualia
$34k-51k yearly est. 60d+ ago
Mortgage Loan Specialist
City National Bank of Wv 4.9
Loan processor job in Winchester, VA
EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Implements corporate policies and procedures designed to produce profitable first mortgage loans in the retail market served, in order to meet the strategic and financial goals of the Bank.
Essential Functions Include:
Establish loan production sales goals with the Mortgage Division Manager
Actively sell, refer, deliver and promote mortgage loans
Provide loan disclosure forms to applicants within regulatory guidelines
Maintain a thorough knowledge of all mortgage loan programs offered and a working knowledge of competitive products and services
Maintains a working knowledge of loan origination systems and procedures
Serve as a liaison for ARM production for assigned Certified ARM Originators
Position Requirements Include:
College Degree Preferred
Minimum of 3 years mortgage lending experience
Must be compliant with Loan Officer Qualification Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in the role and within 30 days of employment compliance with NMLS registration and corresponding background check requirements.
Position Standards:
Submits thorough loan applications with all applicable disclosures
Communicates documentation requirements to borrows
Generates sufficient loan volume to meet goals. Minimum annual goal of $10 million in originations is required
Critical Skills:
Good sales techniques
Strong attention to detail
Good problem solving skills
Excellent communication skills
$77k-148k yearly est. Auto-Apply 60d+ ago
Home Loan Specialist I
Solomonedwards 4.5
Loan processor job in Richmond, VA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Mortgage Loan Servicing Specialist
Atlantic Coast Mortgage 3.7
Loan processor job in Fairfax, VA
We are looking for a Mortgage Loan Servicing Specialist to join our servicing team at our headquarters in Fairfax, VA. The Loan Servicing Specialist plays a crucial role in managing and maintaining smooth and accurate processing of loan servicing activities.
Essential Duties:
Interact across departments to promote a better customer experience throughout the servicing process
Process borrower payments
Process FHA Transfers, PMI Transfers, and Flood Certificate Transfers
Reconcile purchase advices and interact with investors accordingly
Process insurance mail
Process escrow disbursements for taxes and insurance
Show excellent customer service, handling inbound phone calls and emails from customers
Provide necessary mortgagor loan data and/or documents to subservicer
Support the Accounting department with remittance reconciliation research
Maintain knowledge of industry regulations and guidelines
Knowledge and Skills:
Experience in mortgage servicing and banking operations is recommended
Strong customer service background
Detail-oriented with the ability to analyze information
Excellent written and oral communication
Proficiency in Microsoft Office with a focus on Excel
ACM promotes an Equal Employment Opportunity (EEO) workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other status protected by law. If you are disabled and need assistance in the application process, please contact the ACM Human Resources department.
$18k-47k yearly est. 28d ago
Loan Specialist
Regional Finance 4.1
Loan processor job in Chesapeake, VA
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!
Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
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.
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.
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.
$41k yearly Auto-Apply 39d ago
Mortgage Loan Specialist
Burke & Herbert Bank & Trust 4.4
Loan processor job in Christiansburg, VA
Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc.
Meet with potential borrowers regarding their mortgage needs.
Present bank's mortgage products and services that meet borrower's financial goals.
Complete the borrower's application and analyze the borrowers financial and credit data.
Lock rate per company and regulatory guidelines.
Prepare or request all applicable loan documentation from the appropriate party or department.
Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently.
Maintain communication with the borrower regarding the loan status.
Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements.
Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.)
Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service.
Assist clients with monthly billing and collections cycle.
Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections.
Work directly with other departments to resolve any issues or concerns with any customer in your portfolio.
Other Duties
Look for referral opportunities within the company (insurance, deposits, etc.).
Other duties as assigned.
Skills/Abilities
Requires strong networking and interpersonal skills.
Financial/quantitative skills.
Attention to detail.
Strong computer skills including Excel.
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Local travel is required for this position.
Education and Experience
Must be registered with NMLS Federal Registry.
Minimum of two years residential mortgage lending experience.
A four-year college degree is preferred.
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.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
$33k-40k yearly est. 6d ago
Mortgage Loan Specialist
City National Bank 4.9
Loan processor job in Winchester, VA
EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Implements corporate policies and procedures designed to produce profitable first mortgage loans in the retail market served, in order to meet the strategic and financial goals of the Bank. Essential Functions Include:
* Establish loan production sales goals with the Mortgage Division Manager
* Actively sell, refer, deliver and promote mortgage loans
* Provide loan disclosure forms to applicants within regulatory guidelines
* Maintain a thorough knowledge of all mortgage loan programs offered and a working knowledge of competitive products and services
* Maintains a working knowledge of loan origination systems and procedures
* Serve as a liaison for ARM production for assigned Certified ARM Originators
Position Requirements Include:
* College Degree Preferred
* Minimum of 3 years mortgage lending experience
* Must be compliant with Loan Officer Qualification Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in the role and within 30 days of employment compliance with NMLS registration and corresponding background check requirements.
Position Standards:
* Submits thorough loan applications with all applicable disclosures
* Communicates documentation requirements to borrows
* Generates sufficient loan volume to meet goals. Minimum annual goal of $10 million in originations is required
Critical Skills:
* Good sales techniques
* Strong attention to detail
* Good problem solving skills
* Excellent communication skills
*
$77k-148k yearly est. 45d ago
Mortgage Loan Specialist
Burke & Herbert Bank & Trust 4.4
Loan processor job in Christiansburg, VA
Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc.
Meet with potential borrowers regarding their mortgage needs.
Present bank's mortgage products and services that meet borrower's financial goals.
Complete the borrower's application and analyze the borrowers financial and credit data.
Lock rate per company and regulatory guidelines.
Prepare or request all applicable loan documentation from the appropriate party or department.
Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently.
Maintain communication with the borrower regarding the loan status.
Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements.
Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.)
Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service.
Assist clients with monthly billing and collections cycle.
Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections.
Work directly with other departments to resolve any issues or concerns with any customer in your portfolio.
Other Duties
Look for referral opportunities within the company (insurance, deposits, etc.).
Other duties as assigned.
Skills/Abilities
Requires strong networking and interpersonal skills.
Financial/quantitative skills.
Attention to detail.
Strong computer skills including Excel.
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Local travel is required for this position.
Education and Experience
Must be registered with NMLS Federal Registry.
Minimum of two years residential mortgage lending experience.
A four-year college degree is preferred.
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.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status