Provides high quality customer service to customers, investors and bank personnel for all residential and consumer loan products offered by the Bank. Furnishes information, answers questions, and performs specialized servicing tasks to ensure that the loans the bank owns or services are properly maintained. Responsible for boarding and funding new loans from Encompass to Insight, monitoring ongoing hazard and flood insurance coverages, including performing force placed insurance. The incumbent will also ensure payment of all insurance types, taxes, and private mortgage insurance. Performs annual escrow analysis, processes loan payoffs, remits investor payments, reconciliations, and reporting timely. In addition, the incumbent will answer customer phone calls, research loan accounts to satisfy customer inquiries, monitor and/or maintain department reports and perform any other loan servicing functions, as needed.
ESSENTIAL FUNCTIONS:
Reviews Encompass and exports all loans submitted to boarding on the correct disbursement date.
Completes full loan boarding activities based on the documents provided.
Coordinates with the originations team to board and disburse each loan on the proper dates.
Performs construction loan activities to include review of the draw requests, funding the disbursements, and converting to permanent mortgage upon construction completion.
Responds to customers, bank staff and investor inquiries or concerns related to the servicing of an account.
Researches problems and adjusts the core system, as required, and approved by management, when applicable.
Sets up Investor Loans on the core system and performs the related tasks associated with boarding this loan type.
Remits timely monthly payments and reports to all the loan investors.
Processes timely payments of taxes, homeowner's insurance, private mortgage insurance, and condo fee bills from the customers' escrow accounts.
Performs annual escrow analysis.
Monitors for home equity lines of credit going into their repayment period and perform the required file maintenance. Communicates to customers that their draw period will be expiring in a timely manner.
Balances various general ledger and custodial checking accounts as required.
Reviews interest rate changes on adjustable customer's accounts for accuracy.
Updates interest rate indexes for the Bank's loan products on a daily, weekly, monthly basis or as required.
Processes loan modifications and subordination agreements.
Performs account maintenance (e.g., reversals, late charge waivers).
Responds to payoff requests to include preparing payoff quotes, required payoff documentation and mortgage releases timely and within state requirements.
Monitors and maintains all department loan reports on an ongoing basis to identify and correct problems.
Updates property insurance policy information on the core system on an ongoing basis.
Monitors property insurance coverage (hazard and flood) and perform forced place insurance procedures in accordance with the applicable regulations, as needed.
Monitors and maintains separate files for loans covered by flood insurance.
Monitors the payments of property taxes on mortgage loans that do not escrow for taxes. Contacts customers regarding their requirement to pay their taxes. Adds a monthly escrow payment to the customer's bill if the customer fails to resolve the delinquent tax issue.
Follow-up to ensure all recorded deeds are received and that recording information is input into the loan servicing core system.
Processes incoming and outgoing mail.
Performs record retention procedures (e.g., boxing, paring down files).
Supports document imaging initiatives.
Complies with all Bank policies, procedures, BSA, Deposit and Lending regulations.
Maintains a general understanding of Residential and Consumer loan origination process and updates the servicing procedures as these processes change.
Performs other related duties as required.
REQUIRED EDUCATION / EXPERIENCE / SKILLS:
Post high school education with three (3) to five (5) years mortgage loan servicing experience or some comparable combination of education and experience. An accounting background is helpful.
Knowledge of all pertinent regulations related to Residential and Consumer lending.
Excellent written and verbal communications skills.
Strong customer service orientation.
Proficient operation of the Bank's loan servicing system and Microsoft Software such as Word, Excel, and Outlook.
Working knowledge of the Bank's loan product offerings, Bank loan regulations and the Bank's loan policies and procedures.
Ability to interact with co-workers and customers in a positive manner.
Ability to exchange information with others clearly and concisely: to present ideas, facts and technical information.
Ability to perform under stress when confronted with critical timeline constraints and large work volumes.
Ability to perform a variety of duties within the department, after receiving appropriate cross training, without the loss of efficiency or composure.
Ability to receive guidance and supervision and follow work rules and procedures. Ability to meet deadlines, and to meet punctuality and attendance standards.
Ability to systematically identify task requirements and monitor progress towards accomplishment.
Ability to maintain relationships that facilitate task accomplishment, to cooperate and resolve conflicts, to recognize needs and be sensitive to others and to convince and persuade.
Ability to work independently as well as in a team-based environment.
Ability to learn quickly with a strong attention to detail and problem-solving.
Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration for this position, send resume to: *********************************
Windsor Federal Bank, 270 Broad Street Windsor, CT 06095
An Equal Opportunity Employer
$59k-171k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Loan Originator - Investment & Commercial Real Estate Lending
Alpha Capital Funds
Loan processor job in Shelton, CT
Alpha Lending | Alpha Capital
Shelton, CT | Full-Time (In-Office)
$50,000 Recoverable Draw + Uncapped Commission
⸻
Alpha Lending is building a top-tier lending team to support a growing base of real estate investors, operators, and commercial clients.
We are a vertically integrated, owner-operator real estate platform with active investment, lending, and commercial brokerage divisions. Our model creates consistent inbound opportunities, warm leads, and cross-selling across verticals - while still rewarding originators who build their own book long term.
This role is for someone who wants more than a job - it's for someone who wants a career, leadership growth, and a seat at the table as we scale.
⸻
Why Join Alpha Lending
• We already work with hundreds of active investors
• We provide leads, deal flow, and internal opportunities
• We train you on products, underwriting, and deal structuring
• We give you systems, CRM, and support so you can focus on producing
• We promote from within as the platform grows
Self-generated business is encouraged and rewarded - because that's how long-term success is built - but you will not be starting from zero.
⸻
The Role
As a Loan Originator, you will originate and close investment and commercial loans across:
• 1-4 unit investor properties
• Small-to-mid-size multifamily assets
• Select commercial properties
You will work both inbound opportunities provided by Alpha and self-generated relationships, supported by leadership, training, and infrastructure.
This is a collaborative, performance-driven environment focused on serving clients at a high level.
⸻
What You'll Be Doing
• Work inbound investor and broker opportunities generated across Alpha's platform
• Build and grow your own investor and broker relationships over time
• Originate and structure loans that fit our credit box
• Learn underwriting fundamentals, deal analysis, and capital structuring
• Manage deals from first conversation through closing
• Collaborate with acquisitions and brokerage teams to cross-sell opportunities
• Hit activity, pipeline, and production benchmarks
⸻
Compensation & Growth
• $50,000 recoverable draw (paid as salary)
• Uncapped commission structure
• Clear path to $150,000-$250,000+ annually
• Opportunity to grow into:
• Senior Originator
• Team Lead / Player-Coach
• Leadership roles as we scale
We are building leaders, not just individual producers.
⸻
Who This Role Is For
• Sales-minded professionals who want to grow in real estate finance
• Originators who value training, structure, and leadership
• Individuals comfortable on the phone and in client-facing roles
• Candidates who want both short-term opportunity and long-term upside
• Lending, real estate, or B2B sales experience preferred, not required
⸻
Who This Role Is Not For
• Anyone looking for a passive or low-accountability role
• Individuals unwilling to be coached or measured
• Candidates who want to rely only on inbound leads without building relationships
⸻
Why Alpha Capital
• Vertically integrated, owner-operator platform
• Direct lender with brokerage flexibility
• Strong internal deal flow and cross-selling
• Leadership that is actively involved in training and growth
• Performance-driven, collaborative culture
⸻
How to Apply
Apply directly on LinkedIn or message us with:
• A brief overview of your background
• Why this role and platform interest you
• Your long-term career goals
$36k-52k yearly est. 2d ago
Process Support (Level II)
Collabera 4.5
Loan processor job in Farmington, CT
Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace.
With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including.
Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here)
Collabera listed in GS 100 - recognized for excellence and maturity
Collabera named among the Top 500 Diversity Owned Businesses
Collabera listed in GS 100 & ranked among top 10 service providers
Collabera was ranked:
32 in the Top 100 Large Businesses in the U.S
18 in Top 500 Diversity Owned Businesses in the U.S
3 in the Top 100 Diversity Owned Businesses in New Jersey
3 in the Top 100 Privately-held Businesses in New Jersey
66th on FinTech 100
35th among top private companies in New Jersey
***********************************************
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Position Details:
Industry Banking
Location 70 Batterson Park Rd, Farmington, CT - 06032
Job Title: Process Support (Level II)
Duration: 7 Months
Shift Timings: Monday-Friday between the hours of 8:00 AM and 5:30 PM
Job Description:
• Working in the Treasury Fulfilment Department.
• Employee will receive and process maintenance request received to our GFS system.
• Requests will be quick hit items such as adding accounts to Cashpro, setting up Cash Vault, Wire and other product maintenance services.
• Employee will be aligned to maintenance request for a Treasury Sales team.
Required Skills:
• Strong computer Knowledge MS Word Outlook , Excel
• Strong communication skills - written and verbal
• Must be able to work in a team environment and take direction from leadership and peers.
• Needs to be client focused with high level around detail
• Ability to learn and perform Legal Documentation review
• Research/analytical skills
• Be able to look at a request and compare it to the process to see what steps are needed
• Experience with systems where a case/ticket is created
Additional Information
To know more about this opportunity, please contact:
Vishal Patel
************
******************************
$79k-115k yearly est. Easy Apply 3d ago
CONSUMER LOAN PROCESSOR
Freedom Credit Union 4.2
Loan processor job in Springfield, MA
The Consumer LoanProcessor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The LoanProcessor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy.
Essential Functions/Position Responsibilities:
* Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan.
* Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign.
* Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions.
* Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. LoanProcessor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the LoanProcessor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the LoanProcessor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement.
* LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT.
* Ancillary Products - must be familiar with all types as the LoanProcessor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection.
* Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. LoanProcessor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans.
* Provide routine information concerning the credit union, its services, and its policies.
* Monitor pipeline weekly, following up with applicants on existing loan application in process.
Requirements
Experience
Two to three years' consumer lending experience preferred.
Education/Certifications/Licenses
High School Diploma or equivalent required.
Interpersonal Skills
Knowledge of Windows applications, i.e. MS Word, Excel.
Knowledge of Credit Union specific applications (current origination and core processing software)
$37k-44k yearly est. 37d ago
Loan Administrator (Financial Services)
Northbound Search
Loan processor job in Stamford, CT
A Financial Services firm is looking for a Loan Administrator to join their growing team! The ideal candidate will have at least four years of Agency Loan Operations experience and needs to have recent experience using Loan IQ. The role will include all operational support of Agency Loans including loan processing, review and maintenance.
Job Responsibilities:
Reconcile monies due and payable to the bank
Generating daily and weekly loan activity reports
Communicate with customers, banks, and executives
Liaise with relevant Operations teams to build/ update deal information into Loan IQ
Job Requirements:
Previous Loan IQ experience strongly preferred!
At least 3+ years of experience in Loan Administration
Strong communication skills, as this individual will be communicating with multiple teams
Team player/ability to take on additional projects as needed
Compensation:
$70,000 - $85,000
$70k-85k yearly 60d+ ago
Loan Analyst
Department of Agriculture 3.7
Loan processor job in Riverhead, NY
Apply Loan Analyst Department of Agriculture Farm Service Agency DISTRICT 4 Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents * How to apply This position is located in the Farm Service Agency, New York State Office, District 4, located in Riverhead, Suffolk County, New York.
Summary
This position is located in the Farm Service Agency, New York State Office, District 4, located in Riverhead, Suffolk County, New York.
Overview
Help
Accepting applications
Open & closing dates
01/16/2026 to 02/05/2026
Salary $48,005 to - $94,563 per year Pay scale & grade GS 5 - 9
Location
1 vacancy in the following location:
Riverhead, NY
Remote job No Telework eligible No Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive
Promotion potential
9
Job family (Series)
* 1101 General Business And Industry
Supervisory status No Security clearance Other Drug test No Position sensitivity and risk Moderate Risk (MR)
Trust determination process
* Credentialing
* Suitability/Fitness
Financial disclosure No Bargaining unit status Yes
Announcement number FSA-26-12867852-MP-NY-KBS Control number 854726400
This job is open to
Help
Internal to an agency
Current federal employees of the hiring agency that posted the job announcement.
Career transition (CTAP, ICTAP, RPL)
Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants.
Clarification from the agency
This position is open to current New York FSA Career/Career-Conditional Competitive employees, current New York FSA Career/Career-Conditional Non-Competitive employees, New York Farm Service County permanent employees and USDA CTAP/RPL eligibles.
Duties
Help
* Provides support and assistance to the Farm Loan Chief, and Farm Loan Specialists, and County Offices that perform a range of lending activities, closing, disbursement, monitoring, liquidating, and servicing of agricultural loans.
* Under the direction of the District Director and the Farm Loan Manager, works collaboratively with Farm Loan Officers and loan staff.
* Performs analysis, evaluation and advisory assignments related to the effective delivery of loan making and servicing activities.
* Assists in the formulation and implementation of farm loan programs, policies, and procedures for the assigned farm loan area.
Requirements
Help
Conditions of employment
* You must be a US Citizen or US National.
* Males born after 12/31/1959 must be Selective Service registered or exempt.
* Subject to satisfactory adjudication of background investigation and/or fingerprint check. If selected, you may be sent instructions on obtaining fingerprints. Please note, we are unable to reimburse for any fees incurred.
* Successful completion of one-year probationary period, unless previously served. Refer to the Next Steps section for more information.
* Direct Deposit: Per Public Law 104-134 all Federal employees are required to have federal payments made by direct deposit to their financial institution.
* Successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov.
Qualifications
In order to qualify, you must meet the eligibility and qualifications requirements as defined below by the closing date of the announcement. For more information on the qualifications for this position, visit the Office of Personnel Management's General Schedule Qualification Standards.
Your application and resume must clearly show that you possess the experience requirements. If education is required or being used to qualify, you must submit a copy of your transcripts.
General Experience Requirement for the GS-5 grade level:
Three years of general work experience that is progressively responsible experience (one year of which is equivalent to at least a GS-4) that demonstrates my ability to analyze problems to identify significant factors, gather pertinent data, and recognize solutions; to plan and organize my work; and to communicate effectively both orally and in writing; OR
Education for the GS-5 grade level:
Completed a 4-year course of study leading to a bachelor's degree, or I possess a bachelor's degree in any field of study. OR
Combination of Education and Experience:
A combination of education and experience as listed above.
Specialized Experience for the GS-7 grade level:
One year of specialized experience equivalent in difficulty and responsibility to the GS-5 level in the Federal service or private sector. Specialized experience is experience that demonstrates knowledge of basic principles, concepts, and methods of fact-finding, analysis, and problem-solving techniques as they apply to investigation, analysis and evaluation of financial factors and credit risks in granting and servicing of agricultural loans. In addition, I have knowledge of and skill in applying analytical and evaluative techniques to assist in assessing the effectiveness and efficiency of farm loan program operations to make recommendations for improvements. OR
Education for the GS-7 grade level:
One year of graduate education from an accredited college or university with a major in finance, business administration, economics, accounting, engineering, mathematics, banking and credit, law, statistics, or other fields related to the position such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology; OR
Superior Academic Achievement (SAA):
Superior Academic Achievement: A bachelor's degree in any field of study from an accredited college or university with either: 1) a grade point average (GPA) of 3.0 based on a 4.0 scale; 2) a 3.5 GPA based on a 4.0 scale for required courses completed in a major field of study during the last two years of undergraduate study; 3) class standing of upper third of the graduating class in the college, university, or major subdivision of the college; 4) membership in a National Scholastic Honor Society certified by the Association of College Honor Societies, excluding freshman honor societies;OR
Combination of Education and Experience: A combination of education and experience as listed above.
Specialized Experience for the GS-9 grade level:
One full-time year (12 months) of specialized work experience equivalent in difficulty and responsibility to the GS-7 level in the Federal service. Experience that demonstrates knowledge of credit principles and practices to assess the fundamental soundness of loans by independently examining applications, supporting documents, and credit reports, and maintaining servicing activities on agricultural loans. In addition, experience applying analytical and evaluative techniques to assist in assessing the effectiveness and efficiency of farm loan program operations to make recommendations for improvements;OR
Education for the GS-9 grade level:
Two full academic years of progressively higher level graduate education or master's, or equivalent graduate degree (LLB, JD, LLM, Ph.D., etc.), from an accredited college or university with a major in finance, business administration, economics, accounting, engineering, mathematics, banking and credit, law, statistics, or another field related to the position such as agriculture, agricultural economics, farm, livestock, farm management, ranch management, rural sociology, dairy science, domestic agricultural development or agronomy; OR
Combination of Education and Experience: A combination of education and experience as listed above. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional, philanthropic, religious, spiritual, community, student, social). Volunteer work helps build critical competencies and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.
Time-in-Grade Requirement: If you are a current federal employee in the General Schedule (GS) pay plan and applying for a promotion opportunity, you must meet time-in-grade (TIG) requirements of 52 weeks of service at the next lower grade level in the normal line of progression for the position being filled. You must meet this requirement by the closing date of this announcement.
Education
College Transcript: If qualifying based on education, you must submit a copy of your college transcript with course number and department (i.e., Bio 101, Math 210, etc.), course title, number of credit hours, and grade earned. If a relevant course is not clearly qualifying (e.g., special topic, seminar, research, thesis, obscure or misleading course title, etc.), please submit an official course syllabi and/or detailed course description from the university/college to ensure proper evaluation.
Your education must have been successfully obtained from an accredited school, college or university recognized by the U.S. Department of Education to be credited toward qualifications. You may verify accreditation by visiting the U.S. Department of Education Database of Accredited Postsecondary Institutions and Programs website. We will verify your education accordingly.
Foreign Education: You must submit verification that education completed in a foreign institution, was recognized by an accreditation body accepted by the U.S. Department of Education. You must include a Certificate of Foreign Equivalency with your transcript. There are private organizations that specialize in this evaluation and a fee is normally associated with this service. For a list of private organizations that evaluate education, visit the National Association of Credential Evaluation Services (NACES) website. Your transcripts must be in English or include an English translation.
You may submit an unofficial copy of your transcript at the initial phase of the application process. However, if selected, you will be required to submit official transcripts prior to entering on duty. Please refer to the "How to Apply" section for instructions on submitting transcripts.
Additional information
Career Transition Assistance Plan (CTAP) or Reemployment Priority List (RPL): Visit the OPM website for information on how to apply as a CTAP/RPL eligible. To exercise selection priority for this vacancy, CTAP/RPL candidates must meet the basic eligibility requirements and all selective factors. CTAP candidates must be rated and determined to be well qualified (or above) based on an evaluation of the competencies listed in the How You Will Be Evaluated section. When assessed through a score-based category rating method, CTAP applicants must receive a rating of at least 85 out of a possible 100.
Farm Service Agency (FSA) County Employees: Permanent County employees without prior Federal tenure who are selected for a Civil Service position under Public Law 105-277 will be given a career-conditional appointment and must serve a 1-year probationary period.
Promotion Potential: If you are selected for a position with further promotion potential, you will be placed under a career development plan, and may be non-competitively promoted if you successfully complete the requirements and if recommended by management. However, promotion is neither implied nor guaranteed.
Telework: This position is not eligible for telework.
Incentives: Recruitment and/or relocation incentives may be authorized.
Bargaining Unit: This is a bargaining unit position.
Expand Hide additional information
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
You will be evaluated based on your qualifications for this position as evidenced by the experience, education, and training you described in your application package. A rating will not be used; all applicants who meet the minimum qualification requirements, to include any selective placement factor(s), if applicable, will be referred to the hiring manager for consideration.
Note: If after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience, you may be found ineligible. Please follow all instructions carefully. Errors or omissions may affect your eligibility. Providing inaccurate information on Federal documents could be grounds for non-selection or disciplinary action up to including removal from the Federal service.
Clicking the link below will present a preview of the application form. The application form link below will only provide a preview and does not initiate the application process. To initiate the online application process, click the "Apply" button to the right.
To view the application form, visit: ********************************************************
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required documents
Required Documents
Help
The following documents are required for your applicant package to be complete. Encrypted documents will not be accepted. Failure to submit required, legible documents may result in loss of consideration.
Resume that includes: Personal Information: name, address, contact information; Education; Work Experience related to this position as described in the major duties including work schedule, hours worked per week, dates of employment; title, series, grade (if applicable); other qualifications. Resume cannot exceed 2 pages.
If education is required or being used to qualify, you must submit a copy of your college transcripts. An unofficial copy is sufficient with the application if it includes your name and the necessary course information; however, if you are selected, official transcripts will be required prior to entering on duty. Education must have been successfully obtained from an accredited school, college or university. If any education was completed at a foreign institute, you must submit with your application evidence that the institute was appropriately accredited by an accrediting body recognized by the U.S. Department of Education as equivalent to U.S. education standards. There are private organizations that specialize in this evaluation and a fee is normally associated with this service. For a list of private organizations that evaluate education, visit the NACES website. All transcripts must be in English or include an English translation.
Current FSA employees:
* Most recent non-award Notification of Personnel Action (SF-50) showing you are/were in the competitive service, highest grade held (or promotion potential) on a permanent basis, position title, series and grade AND
* Most recent performance appraisal (dated within 18 months) showing the official rating of record, signed by a supervisor, or statement why the performance appraisal is unavailable. A performance plan is not an acceptable substitute.
Current permanent FSA County employees must submit your most recent non-award Notification of Personnel Action (SF-50) showing your highest grade (or promotion potential) held on a permanent basis, position title, series and grade AND most recent performance appraisal (dated within 18 months) per above.
Surplus or displaced employees eligible for CTAP/RPL priority must provide: proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (as applicable), current performance appraisal with rating of at least "Fully Successful" or equivalent, and your most recent SF-50 noting position, grade level, and duty location with your application per 5 CFR 330.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
How to Apply
Help
Please read the entire announcement and all instructions before you begin. You must complete this application process and submit all required documents electronically by 11:59p.m. Eastern Time (ET) on the closing date of this announcement.
Applying online is highly encouraged. We are available to assist you during business hours (normally 8:00a.m. - 4:00p.m., Monday - Friday). If applying online poses a hardship, contact the Agency Contact listed below well before the closing date for an alternate method. All hardship application packages must be complete and submitted no later than noon ET on the closing date of the announcement to be entered into the system prior to its closing. Resumes must not exceed two pages.
This agency provides reasonable accommodation to applicants with disabilities on a case-by-case basis; contact the Agency Contact to request this.
To begin, click "Apply" and follow the instructions to complete the Assessment Questionnaire and attach your resume and all required documents.
Please verify that documents you are uploading from USAJOBs transfer into the Agency's staffing system as there is a limitation to the number of documents that can be transferred. However, once in the Agency's staffing system, you will have the opportunity to upload additional documents. Uploaded documents must be less than 5MB and in one of the following document formats: GIF, JPG, JPEG, PNG, RTF, PDF, TXT or Word (DOC or DOCX). Do not upload Adobe Portfolio documents because they are not viewable. Encrypted documents will not be accepted. Failure to submit required, legible documents may result in loss of consideration. Please ensure your resume does not exceed two pages. Applicants who submit a resume that exceeds two pages will be removed from consideration. Our office cannot be responsible for incompatible software, your system failure, etc.
Agency contact information
Katya Bou-Sliman
Email ************************* Address Farm Service Agency
1400 Independence Ave SW
Washington, DC 20250
US
Next steps
Your application will be reviewed to verify that you meet the eligibility and qualification requirements for the position prior to issuing referral lists to the selecting official. If further evaluation or interviews are required, you will be contacted. Log in to your USAJOBS account to check your application status.
You must choose to turn on email notifications in your USAJOBS profile if you want to receive important email notifications that may impact your applicant experience (e.g., If you start an application and do not submit it prior to the closing date, USAJOBS will send an email reminder that the closing date is approaching and your application is in an incomplete status).
Multiple positions may be filled from this announcement.
As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider: your performance and conduct; the needs and interests of the agency; whether your continued employment would advance organizational goals of the agency or the Government; and whether your continued employment would advance the efficiency of the Federal service. Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest.
Under the Fair Chance Act, agencies are not allowed to request information about an applicant's criminal history until a conditional offer of employment has been made, except as allowed for access to classified information; assignment to national security duties or positions; acceptance or retention in the armed forces; or recruitment of a Federal law enforcement officer. An applicant may submit a complaint or any other information related to an organization's alleged noncompliance with the Fair Chance Act. The complaint must be submitted within 30 calendar days of the date of the alleged noncompliance. To make a Fair Chance Act inquiry or complaint, send an email with the appropriate information to *************************, subject line: Fair Chance Act.
Fair and transparent
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
Criminal history inquiries Equal Employment Opportunity (EEO) Policy
Financial suitability New employee probationary period
Privacy Act Reasonable accommodation policy
Selective Service Signature and false statements
Social security number request
Required Documents
Help
The following documents are required for your applicant package to be complete. Encrypted documents will not be accepted. Failure to submit required, legible documents may result in loss of consideration.
Resume that includes: Personal Information: name, address, contact information; Education; Work Experience related to this position as described in the major duties including work schedule, hours worked per week, dates of employment; title, series, grade (if applicable); other qualifications. Resume cannot exceed 2 pages.
If education is required or being used to qualify, you must submit a copy of your college transcripts. An unofficial copy is sufficient with the application if it includes your name and the necessary course information; however, if you are selected, official transcripts will be required prior to entering on duty. Education must have been successfully obtained from an accredited school, college or university. If any education was completed at a foreign institute, you must submit with your application evidence that the institute was appropriately accredited by an accrediting body recognized by the U.S. Department of Education as equivalent to U.S. education standards. There are private organizations that specialize in this evaluation and a fee is normally associated with this service. For a list of private organizations that evaluate education, visit the NACES website. All transcripts must be in English or include an English translation.
Current FSA employees:
* Most recent non-award Notification of Personnel Action (SF-50) showing you are/were in the competitive service, highest grade held (or promotion potential) on a permanent basis, position title, series and grade AND
* Most recent performance appraisal (dated within 18 months) showing the official rating of record, signed by a supervisor, or statement why the performance appraisal is unavailable. A performance plan is not an acceptable substitute.
Current permanent FSA County employees must submit your most recent non-award Notification of Personnel Action (SF-50) showing your highest grade (or promotion potential) held on a permanent basis, position title, series and grade AND most recent performance appraisal (dated within 18 months) per above.
Surplus or displaced employees eligible for CTAP/RPL priority must provide: proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (as applicable), current performance appraisal with rating of at least "Fully Successful" or equivalent, and your most recent SF-50 noting position, grade level, and duty location with your application per 5 CFR 330.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
$48k-94.6k yearly 6d ago
Loan Officer
Caliver Beach Mortgage
Loan processor job in Waterbury, CT
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.
Perform a variety of loan documentation duties on complex loan packages to ensure compliance with Company policies and procedures for loan products. Loan documentation duties include processing loans. Also responsible for coordinating all residential mortgage closings with closing attorneys and Mortgage Loan Officers. Prepare closing packages in accordance with regulatory compliance requirements, secondary market, and Ascend Bank Loan Policy. Conduct pre-closing and post-closing review and follow up on any missing/incorrect documentation with appropriate personnel.
GENERAL DESCRIPTION OF DUTIES:
Processing Duties:
Customer Service
Function as a liaison between borrower, underwriter, loan originator and lender.
Provide customers with timely and periodic status updates of their loan application.
Return all inquiry calls within one business day.
Customer intake and data entry.
Collect required documentation from applicants for all mortgage and consumer loan applications and follow up with the borrower(s) for any missing items to satisfy all outstanding conditions for the Underwriter to review.
Establish, maintain, and update files, databases, records, and/or other documents for recurring internal reports.
Order credit reports, title reports, property appraisal reports, flood certifications and any additional documentation required to support the loan application.
Run and analyze findings from automated underwriting system to perform initial qualification of applicant.
Must exhibit full understanding of income analysis, title analysis, RESPA, TILA and TRID disclosures, hazard insurance, flood insurance and be proficient in both refinance and purchase transactions as well as home equity loans and lines.
Ability to analyze complex scenarios and documentation with regards to the processing of mortgage loans.
Prepares initial disclosures, redisclosures and loan estimates.
Responsible for the upload of loan documents to the broker's website for processing of government loans.
File System Management
Compile documents for customer files and enter intakes into the Data Management System for processing and assessment.
Assure that all customer files are complete and in compliance with regulatory agencies and internal policies.
Ensure customer privacy, security of files and appropriate staff access.
Administrative Support
Maintain pipeline report and notify management of statuses as needed.
Assign loan to underwriting or closing once all requirements have been met.
Process the documents received for each file, verifying the accuracy and completeness of each document.
Make recommendations for procedural changes to increase efficiency.
May provide guidance and training to other loan documentation team members.
Adherence to established turn times and productivity metrics.
Completes all required compliance training as assigned in a timely manner.
Candidate must be willing to work overtime as needed.
Other duties as assigned.
Closing Duties:
Perform an initial review on each file checking for compliance with all regulatory compliance guidelines and loan policy.
Prepare documentation for mortgage closings as necessary to meet the needs of the department.
Prepare funding request documents for wiring funds for closing.
Coordinates closings with attorneys and Bank personnel ensuring secondary market requirements are met.
Ensure at the time of closing all conditions are satisfied prior to funding. Any outstanding issues should be brought to the underwriter's attention.
Prepares closing statements, performs verification of employment, requests final DU and informs borrowers by calculating principal and interest payments, and closing costs, forwards information to borrowers.
Responds and Clears Post Closing Deficiencies in a timely manner.
Verify all documentation is accurate prior to closing. Perform pre-closing audit review.
Review mortgage package when returned by attorneys' office or loan officer to ensure all documents have been completed, signed and proper fees are paid and processed.
Perform post-closing audit review.
Verify title policy has proper coverage and is clear.
Provide backup support for residential processing function.
Completes all required compliance training as assigned in a timely manner.
Reconciliation of TRID Disclosures, CD/LE.
Coordinates with Title Company/Settlement Agent on preparation and completion of the Closing Disclosure.
Strong understanding of TRID timeline and regulatory requirements.
Comprehensive review of Title, CPL, E&O, Appraisal, and other necessary documents.
Updates LOS and enters any necessary corrections to produce accurate closing documents.
Reviews approved mortgage loan to determine loan is clear to close, and all conditions that must be met prior to closing, such as purchase of private mortgage insurance, have been satisfied.
Ability to manage multiple priorities while meeting all closing dates/deadlines.
Responsible for management of closing calendar and daily CD and Post Closing reports
Reviews and responds to monthly Quality Control report, when applicable.
Calls attorney to request specified documents, such as receipt for payment of outstanding tax bill or insurance bill.
Calls Mortgage Loan Officer or attorney to arrange time and date for closing.
Ability to work with the loan-servicing department to ensure the loans are entered/booked correctly onto the core banking system.
Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms.
Answers questions regarding closing requirements.
Responsible for updating the Closing Procedures Manual as needed.
Perform other duties as directed.
This position requires compliance with all mortgage regulatory requirements and Ascend Bank's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
EXPERIENCE:
Three to five years of experience in one or a combination of the following: customer service, lending, loan administration, appraisal review and analysis, collections, or sales environment, interpreting automated underwriting output. Three years to five years of similar or related residential mortgage experience with 2+ years of closing or processing experience. Advanced level computer skills; strong analytical, interpersonal, and verbal/written communication skills; experience and understanding of FHA/VA/State Housing Agencies is a plus.
SKILL SET:
• NMLS certified or willing and able to obtain NMLS certification upon hire.
• Excellent verbal, written, and interpersonal communication skills.
• High attention to detail and accuracy skills.
• Excellent records and file management skills.
• Proficient time management skills.
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills.
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
EDUCATION: (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Bachelor's degree preferred.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility
Perform a variety of loan documentation duties on complex loan packages to ensure compliance with Company policies and procedures for loan products. Loan documentation duties include processing loans. Also responsible for coordinating all residential mortgage closings with closing attorneys and Mortgage Loan Officers. Prepare closing packages in accordance with regulatory compliance requirements, secondary market, and Ascend Bank Loan Policy. Conduct pre-closing and post-closing review and follow up on any missing/incorrect documentation with appropriate personnel.
GENERAL DESCRIPTION OF DUTIES:
Processing Duties:
Customer Service
Function as a liaison between borrower, underwriter, loan originator and lender.
Provide customers with timely and periodic status updates of their loan application.
Return all inquiry calls within one business day.
Customer intake and data entry.
Collect required documentation from applicants for all mortgage and consumer loan applications and follow up with the borrower(s) for any missing items to satisfy all outstanding conditions for the Underwriter to review.
Establish, maintain, and update files, databases, records, and/or other documents for recurring internal reports.
Order credit reports, title reports, property appraisal reports, flood certifications and any additional documentation required to support the loan application.
Run and analyze findings from automated underwriting system to perform initial qualification of applicant.
Must exhibit full understanding of income analysis, title analysis, RESPA, TILA and TRID disclosures, hazard insurance, flood insurance and be proficient in both refinance and purchase transactions as well as home equity loans and lines.
Ability to analyze complex scenarios and documentation with regards to the processing of mortgage loans.
Prepares initial disclosures, redisclosures and loan estimates.
Responsible for the upload of loan documents to the broker's website for processing of government loans.
File System Management
Compile documents for customer files and enter intakes into the Data Management System for processing and assessment.
Assure that all customer files are complete and in compliance with regulatory agencies and internal policies.
Ensure customer privacy, security of files and appropriate staff access.
Administrative Support
Maintain pipeline report and notify management of statuses as needed.
Assign loan to underwriting or closing once all requirements have been met.
Process the documents received for each file, verifying the accuracy and completeness of each document.
Make recommendations for procedural changes to increase efficiency.
May provide guidance and training to other loan documentation team members.
Adherence to established turn times and productivity metrics.
Completes all required compliance training as assigned in a timely manner.
Candidate must be willing to work overtime as needed.
Other duties as assigned.
Closing Duties:
Perform an initial review on each file checking for compliance with all regulatory compliance guidelines and loan policy.
Prepare documentation for mortgage closings as necessary to meet the needs of the department.
Prepare funding request documents for wiring funds for closing.
Coordinates closings with attorneys and Bank personnel ensuring secondary market requirements are met.
Ensure at the time of closing all conditions are satisfied prior to funding. Any outstanding issues should be brought to the underwriter's attention.
Prepares closing statements, performs verification of employment, requests final DU and informs borrowers by calculating principal and interest payments, and closing costs, forwards information to borrowers.
Responds and Clears Post Closing Deficiencies in a timely manner.
Verify all documentation is accurate prior to closing. Perform pre-closing audit review.
Review mortgage package when returned by attorneys' office or loan officer to ensure all documents have been completed, signed and proper fees are paid and processed.
Perform post-closing audit review.
Verify title policy has proper coverage and is clear.
Provide backup support for residential processing function.
Completes all required compliance training as assigned in a timely manner.
Reconciliation of TRID Disclosures, CD/LE.
Coordinates with Title Company/Settlement Agent on preparation and completion of the Closing Disclosure.
Strong understanding of TRID timeline and regulatory requirements.
Comprehensive review of Title, CPL, E&O, Appraisal, and other necessary documents.
Updates LOS and enters any necessary corrections to produce accurate closing documents.
Reviews approved mortgage loan to determine loan is clear to close, and all conditions that must be met prior to closing, such as purchase of private mortgage insurance, have been satisfied.
Ability to manage multiple priorities while meeting all closing dates/deadlines.
Responsible for management of closing calendar and daily CD and Post Closing reports
Reviews and responds to monthly Quality Control report, when applicable.
Calls attorney to request specified documents, such as receipt for payment of outstanding tax bill or insurance bill.
Calls Mortgage Loan Officer or attorney to arrange time and date for closing.
Ability to work with the loan-servicing department to ensure the loans are entered/booked correctly onto the core banking system.
Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms.
Answers questions regarding closing requirements.
Responsible for updating the Closing Procedures Manual as needed.
Perform other duties as directed.
This position requires compliance with all mortgage regulatory requirements and Ascend Bank's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
EXPERIENCE:
Three to five years of experience in one or a combination of the following: customer service, lending, loan administration, appraisal review and analysis, collections, or sales environment, interpreting automated underwriting output. Three years to five years of similar or related residential mortgage experience with 2+ years of closing or processing experience. Advanced level computer skills; strong analytical, interpersonal, and verbal/written communication skills; experience and understanding of FHA/VA/State Housing Agencies is a plus.
SKILL SET:
• NMLS certified or willing and able to obtain NMLS certification upon hire.
• Excellent verbal, written, and interpersonal communication skills.
• High attention to detail and accuracy skills.
• Excellent records and file management skills.
• Proficient time management skills.
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills.
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
EDUCATION: (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Bachelor's degree preferred.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility
Perform a variety of loan documentation duties on complex loan packages to ensure compliance with Company policies and procedures for loan products. Loan documentation duties include processing loans. Also responsible for coordinating all residential mortgage closings with closing attorneys and Mortgage Loan Officers. Prepare closing packages in accordance with regulatory compliance requirements, secondary market, and Ascend Bank Loan Policy. Conduct pre-closing and post-closing review and follow up on any missing/incorrect documentation with appropriate personnel.
GENERAL DESCRIPTION OF DUTIES:
Processing Duties:
Customer Service
Function as a liaison between borrower, underwriter, loan originator and lender.
Provide customers with timely and periodic status updates of their loan application.
Return all inquiry calls within one business day.
Customer intake and data entry.
Collect required documentation from applicants for all mortgage and consumer loan applications and follow up with the borrower(s) for any missing items to satisfy all outstanding conditions for the Underwriter to review.
Establish, maintain, and update files, databases, records, and/or other documents for recurring internal reports.
Order credit reports, title reports, property appraisal reports, flood certifications and any additional documentation required to support the loan application.
Run and analyze findings from automated underwriting system to perform initial qualification of applicant.
Must exhibit full understanding of income analysis, title analysis, RESPA, TILA and TRID disclosures, hazard insurance, flood insurance and be proficient in both refinance and purchase transactions as well as home equity loans and lines.
Ability to analyze complex scenarios and documentation with regards to the processing of mortgage loans.
Prepares initial disclosures, redisclosures and loan estimates.
Responsible for the upload of loan documents to the broker's website for processing of government loans.
File System Management
Compile documents for customer files and enter intakes into the Data Management System for processing and assessment.
Assure that all customer files are complete and in compliance with regulatory agencies and internal policies.
Ensure customer privacy, security of files and appropriate staff access.
Administrative Support
Maintain pipeline report and notify management of statuses as needed.
Assign loan to underwriting or closing once all requirements have been met.
Process the documents received for each file, verifying the accuracy and completeness of each document.
Make recommendations for procedural changes to increase efficiency.
May provide guidance and training to other loan documentation team members.
Adherence to established turn times and productivity metrics.
Completes all required compliance training as assigned in a timely manner.
Candidate must be willing to work overtime as needed.
Other duties as assigned.
Closing Duties:
Perform an initial review on each file checking for compliance with all regulatory compliance guidelines and loan policy.
Prepare documentation for mortgage closings as necessary to meet the needs of the department.
Prepare funding request documents for wiring funds for closing.
Coordinates closings with attorneys and Bank personnel ensuring secondary market requirements are met.
Ensure at the time of closing all conditions are satisfied prior to funding. Any outstanding issues should be brought to the underwriter's attention.
Prepares closing statements, performs verification of employment, requests final DU and informs borrowers by calculating principal and interest payments, and closing costs, forwards information to borrowers.
Responds and Clears Post Closing Deficiencies in a timely manner.
Verify all documentation is accurate prior to closing. Perform pre-closing audit review.
Review mortgage package when returned by attorneys' office or loan officer to ensure all documents have been completed, signed and proper fees are paid and processed.
Perform post-closing audit review.
Verify title policy has proper coverage and is clear.
Provide backup support for residential processing function.
Completes all required compliance training as assigned in a timely manner.
Reconciliation of TRID Disclosures, CD/LE.
Coordinates with Title Company/Settlement Agent on preparation and completion of the Closing Disclosure.
Strong understanding of TRID timeline and regulatory requirements.
Comprehensive review of Title, CPL, E&O, Appraisal, and other necessary documents.
Updates LOS and enters any necessary corrections to produce accurate closing documents.
Reviews approved mortgage loan to determine loan is clear to close, and all conditions that must be met prior to closing, such as purchase of private mortgage insurance, have been satisfied.
Ability to manage multiple priorities while meeting all closing dates/deadlines.
Responsible for management of closing calendar and daily CD and Post Closing reports
Reviews and responds to monthly Quality Control report, when applicable.
Calls attorney to request specified documents, such as receipt for payment of outstanding tax bill or insurance bill.
Calls Mortgage Loan Officer or attorney to arrange time and date for closing.
Ability to work with the loan-servicing department to ensure the loans are entered/booked correctly onto the core banking system.
Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms.
Answers questions regarding closing requirements.
Responsible for updating the Closing Procedures Manual as needed.
Perform other duties as directed.
This position requires compliance with all mortgage regulatory requirements and Ascend Bank's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
EXPERIENCE:
Three to five years of experience in one or a combination of the following: customer service, lending, loan administration, appraisal review and analysis, collections, or sales environment, interpreting automated underwriting output. Three years to five years of similar or related residential mortgage experience with 2+ years of closing or processing experience. Advanced level computer skills; strong analytical, interpersonal, and verbal/written communication skills; experience and understanding of FHA/VA/State Housing Agencies is a plus.
SKILL SET:
• NMLS certified or willing and able to obtain NMLS certification upon hire.
• Excellent verbal, written, and interpersonal communication skills.
• High attention to detail and accuracy skills.
• Excellent records and file management skills.
• Proficient time management skills.
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills.
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
EDUCATION: (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Bachelor's degree preferred.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility
$37k-44k yearly est. Auto-Apply 22d ago
Mortgage Loan Officer
Uiba
Loan processor job in Hartford, CT
What we do: We're a recognized national leader in building communities. Every community begins with individuals and families coming together to create homes and start businesses. We help those individuals and families, regardless of their background, find the means to purchase or build their homes, create a place of security and warmth, and thus build those communities.
We. Make. A. Difference.
Why you'd like us:
We're a powerhouse of a bank but our teams are small and focused, allowing us to work hard but smart.
We strive for a productive, fascinating, motivating, honest, open, flexible, empowered, enjoyable work environment.
We are recognized as
leaders in improving communities around the country and our work helps individuals and families build the security and confidence necessary to achieve their dreams.
If you've ever wanted to see the outcome of your labor, be a part of something bigger, work with other people who are focused on making a difference - you've found the right place.
Please create a profile and apply via this link:
*********************************************************************************
Resumes will
NOT
be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate.
Job Description
What you'll do:
The Basics:
·
Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job!
·
Pre-qualify applicants in person, by telephone, or email / letters as appropriate.
·
Work with the team to assist underwriting approval.
·
Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan.
·
Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted!
·
Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business.
The Good Stuff:
·
Represent the Bank in the community to develop profitable new business and ensure our customers are happy.
·
Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine!
·
Attend Realtor functions and conferences - learning & networking all in one.
·
Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy.
Qualifications
What you'll do:
The Basics:
·
Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job!
·
Pre-qualify applicants in person, by telephone, or email / letters as appropriate.
·
Work with the team to assist underwriting approval.
·
Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan.
·
Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted!
·
Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business.
The Good Stuff:
·
Represent the Bank in the community to develop profitable new business and ensure our customers are happy.
·
Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine!
·
Attend Realtor functions and conferences - learning & networking all in one.
·
Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy.
APPLY NOW
If you're interested in joining, doing something meaningful, and being a part of something bigger than yourself, we'd love to hear from you. Apply now and let's get the conversation started!
Please create a profile and apply via this link:
*********************************************************************************
Resumes will
NOT
be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate.
Additional Information
All your information will be kept confidential according to EEO guidelines.
***PLEASE APPLY USING THIS LINK:
*********************************************************************************
PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL
NOT
BE EVALUATED FOR THIS ROLE
$44k-68k yearly est. 3d ago
Home Loan Specialist I
Solomonedwards 4.5
Loan processor job in Hartford, CT
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
Account and Loan Representative - Call Center
TEG Federal Credit Union 3.5
Loan processor job in Wappingers Falls, NY
Job Description
At TEG Federal Credit Union, we nurture relationships, develop solutions, and promote growth for our members and community. We're seeking a results-driven, accountability-minded Account and Loan Representative to empower our members to achieve financial success at our Solutions Center (call center) in Wappingers Falls. If you're energized by challenges, passionate about helping others, and committed to service excellence, this is your opportunity.
Your Role:
As an Account and Loan Representative, you'll play a dual role: providing personalized, high-quality service to members primarily over the phone while actively identifying and pursuing new business. You'll uncover member needs, offer tailored financial solutions, and take initiative to prospect, generate leads, and follow up - helping individuals achieve their goals while advancing TEG's mission.
This is a full-time, 40 hour/week position, Monday - Saturday, but the schedule varies; you must have flexible availability.
What We're Looking For (Qualifications):
-3-5 years of experience in lending, personal banking, and/or financial services in a bank or credit union
-Experience originating and/or closing loan applications is desired
-Strong interpersonal, written, and verbal communication skills
-Comfort working in a phone-based, performance-driven environment
-Bilingual in English and Spanish is highly desired
-Must be available to work on Saturdays
What You'll Get (Perks & Benefits):
-Competitive salary with bonus potential based on performance
-Comprehensive medical, dental, and vision insurance
-401K with company match
-Defined benefit plan (Pension)
-Paid Time Off, and much more
What You'll Do as the Account and Loan Representative (Responsibilities):
-Educates members on available loan products and ensures all required application information is accurate and complete prior to submission
-Interviews loan applications to develop information concerning their loan needs and submits applications to the underwriting department
-Proactively seek growth opportunities through inbound and outbound member calls and prospecting activities
-Performs member service and loan service functions as requested by the member, such as address changes, ordering of checks, and lien releases
-Responds to and resolves member issues, such as placing stop payments, reordering of lost or stolen ATM/Debit Cards, disputing fraudulent transactions, and loan inquiries, ensuring member concerns are resolved
-Assists members with mobile or online banking questions
-Assists the Branch Manager with retaining and developing new accounts and loans, effectively cross-selling credit union products and loan services driving business growth
Pay: $22 - $26 / hour, plus eligible to receive incentives paid monthly based on performance.
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
TEG Federal Credit Union participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information on E-Verify, please visit *****************
$22-26 hourly 23d ago
Mortgage Loan Closer
Ives Bank 3.3
Loan processor job in Danbury, CT
The Mortgage Loan Closer is responsible for the day to day pipeline management and closing of all residential mortgage loans, ensuring timely receipt of the packages back from the closing table and shipment of files to investors. This position does require daily interaction with the Compliance Dept., Attorneys, closing agent employees and customers, and reports to the Department Manager.
Key Responsibilities
1. -Responsible for the review of all supplied information and accurate completion of all mortgage loan closing packages, including the most complicated programs such as FHA, VA, USDA and those including grant funds.
2. - Pay all FHA premiums within 10 days of closing. Upload funding packages within 48 hours of performing post closing review
3. -Responsible for the management of closing and clear to close pipelines
4. -Submission of accurate closing packages to attorneys at least 24 hours in advance
5. -Consistently utilize all portions of the Closing Compliance and File Audit Checklist during each step of the closing/funding process.
6. -Effectively communicate with attorneys, borrowers, and co-workers in a professional and positive manner.
7. -Accurately review closing disclosures and all legal documents (prior to closing and post closing) to certify that the Banks' proper lien position, compliance and investor requirements have been properly fulfilled. Gather any missing documentation and ensure packages are complete and well documented.
8. - Order wires on closing transactions daily so funds reach the closing agent on the day of closing.
9. -Responsible for reviewing all signed funding documents sent from the closing agent, and confirming all "at closing" conditions on the final loan approval have been met prior to issuing the funding.
10. -Complete all past close closing to board loans to servicing by the 15th of the month for the previous month.
11. -Responsible for preparing training documentation of all closing functions and serves as a resource to Closers within the department.
$37k-46k yearly est. 60d+ ago
Mortgage Loan Officer- East Coast US
TD Bank 4.5
Loan processor job in Hartford, CT
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $11.54 - $15.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Mortgage Loan Officer sells and originates residential mortgage loans to sales goals. The Mortgage Loan Officer takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans. Pay Range- $11.54 per hour depending on established local minimum wage plus commission.
**Depth & Scope:**
+ Meets with Prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources
+ Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs
+ Guides Customers through the mortgage application process
+ Explains information required and other aspects of the loan process to Customers
+ Ensures applications are completed accurately and contain required information and supporting documentation
+ Manages Customers expectations regarding processing times and closing dates
+ Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines
+ Generates referrals for mortgage sales opportunities and sales of other Company business line products
+ Develops plan to achieve sales goals with assistance from sales management
+ Enters information into mortgage loan system so that loans will appear accurately in the pipeline
+ Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes
+ Sends application and other required information to underwriting area
+ Underwrites loans using point-of-sale underwriting systems within scope of authority
+ Communicates loan decisions directly to Customers and explains any additional information needed
+ Submits application materials and other required information to processing area to clear any conditions, finalizes the loan commitment, and prepares for closing
+ Communicates regularly with Customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned
+ Attends closings as needed
+ Develops knowledge of current industry practices and trends by learning from more experienced sales personnel and by attending continuing education training and seminars, including but not limited to the full array of Company products and services as well as mortgage laws and regulations
+ Develops knowledge of policies, procedures, rules and regulations related to retail mortgage products
+ Participates in homebuyers' seminars, home shows, brokers' meetings and other home financing workshops
+ Recommends changes to products, programs and/or pricing
+ Ensures TD Bank maintains successful audits and exams within all areas
+ Deals with complex mortgage needs
**Education & Experience:**
+ Bachelors degree or progressive work experience in addition to experience below
+ 2+ Years of mortgage origination experience
+ Proven Sales ability
+ Developing knowledge of mortgage industry, products, lending practices and regulatory guidelines
+ Maintains the highest level of sales ability and negotiation skills
+ Self-directed, ability to plan own activities to achieve sales goals
+ Strong time management skills
+ Excellent communication skills, both verbal and written
+ PC skills, including ability to learn mortgage origination and automated underwriting systems
**OCC Language:**
+ This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
+ Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$11.5-15.5 hourly 17d ago
Process Support (Level II)
Collabera 4.5
Loan processor job in Farmington, CT
Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace.
With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including.
Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here)
Collabera listed in GS 100 - recognized for excellence and maturity
Collabera named among the Top 500 Diversity Owned Businesses
Collabera listed in GS 100 & ranked among top 10 service providers
Collabera was ranked:
32 in the Top 100 Large Businesses in the U.S
18 in Top 500 Diversity Owned Businesses in the U.S
3 in the Top 100 Diversity Owned Businesses in New Jersey
3 in the Top 100 Privately-held Businesses in New Jersey
66th on FinTech 100
35th among top private companies in New Jersey
***********************************************
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Position Details:
Industry Banking
Location 70 Batterson Park Rd, Farmington, CT - 06032
Job Title: Process Support (Level II)
Duration: 7 Months
Shift Timings: Monday-Friday between the hours of 8:00 AM and 5:30 PM
Job Description:
• Working in the Treasury Fulfilment Department.
• Employee will receive and process maintenance request received to our GFS system.
• Requests will be quick hit items such as adding accounts to Cashpro, setting up Cash Vault, Wire and other product maintenance services.
• Employee will be aligned to maintenance request for a Treasury Sales team.
Required Skills:
• Strong computer Knowledge MS Word Outlook , Excel
• Strong communication skills - written and verbal
• Must be able to work in a team environment and take direction from leadership and peers.
• Needs to be client focused with high level around detail
• Ability to learn and perform Legal Documentation review
• Research/analytical skills
• Be able to look at a request and compare it to the process to see what steps are needed
• Experience with systems where a case/ticket is created
Additional Information
To know more about this opportunity, please contact:
Vishal Patel
************
******************************
$79k-115k yearly est. Easy Apply 60d+ ago
CONSUMER LOAN PROCESSOR
Freedom Credit Union 4.2
Loan processor job in Springfield, MA
The Consumer LoanProcessor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The LoanProcessor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy.
Essential Functions/Position Responsibilities:
· Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan.
· Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign.
· Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions.
· Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. LoanProcessor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the LoanProcessor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the LoanProcessor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement.
· LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT.
· Ancillary Products - must be familiar with all types as the LoanProcessor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection.
· Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. LoanProcessor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans.
· Provide routine information concerning the credit union, its services, and its policies.
· Monitor pipeline weekly, following up with applicants on existing loan application in process.
Requirements
Experience
Two to three years' consumer lending experience preferred.
Education/Certifications/Licenses
High School Diploma or equivalent required.
Interpersonal Skills
Knowledge of Windows applications, i.e. MS Word, Excel.
Knowledge of Credit Union specific applications (current origination and core processing software)
Salary Description Market Value $26.80
$37k-44k yearly est. 45d ago
Bridgeport Regional Loan Officer
Caliver Beach Mortgage
Loan processor job in Bridgeport, CT
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!!
Description:
· Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
$44k-68k yearly est. 60d+ ago
Home Loan Specialist II
Solomonedwards 4.5
Loan processor job in Hartford, CT
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
Mortgage Closer
Solomonedwards 4.5
Loan processor job in Hartford, CT
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 Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Review and analyze loan data, ensuring accuracy and completeness.
- Prepare and assemble closing documents, including the final closing disclosure and settlement statements.
- Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction.
- Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate.
- Ensure compliance with all federal, state, and investor loan closing regulations.
- Maintain accurate closing schedules and deadlines.
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: 141863
### Place of Work
On-site
### Requisition ID
141863
### Application Email
****************************
How much does a loan processor earn in Waterbury, CT?
The average loan processor in Waterbury, CT earns between $29,000 and $54,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.