Process Support (Level II)
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
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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
************
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Easy ApplyCONSUMER LOAN PROCESSOR
Loan processor job in Springfield, MA
The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor 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. Loan Processor 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 Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor 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 Loan Processor 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. Loan Processor 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
Mortgage Loan Officer
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:
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PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL
NOT
BE EVALUATED FOR THIS ROLE
Mortgage Loan Officer
Loan processor job in Holyoke, MA
Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!
Summary:
PeoplesBank is seeking a motivated and customer-focused Residential Mortgage Loan Officer to generate residential mortgage business within our primary lending areas. This role involves cultivating relationships with real estate professionals, builders, attorneys, and other referral sources, while also leveraging internal leads and past customer connections. The ideal candidate will consistently generate mortgage applications that lead to closed loans, actively participate in community and business development events, and deliver exceptional service throughout the mortgage process. Strong interpersonal skills, attention to detail, and a thorough understanding of conventional loan structures are essential. This position requires NMLS registration. This position includes a base salary and commissions structure.
Essential Duties and Responsibilities:
* Consistently generate high-quality mortgage applications that result in closed loans, meeting or exceeding monthly production goals.
* Proactively cross-sell deposit products to mortgage customers, enhancing overall customer value and deepening relationships.
* Actively engage in community and industry events-including Realtor associations, expos, and chamber functions-to build visibility and drive mortgage volume.
* Develop and execute a strategic annual market plan to identify and capitalize on growth opportunities within the bank's footprint.
* Provide timely and responsive service by following up on all customer inquiries and referrals within 24 hours.
* Ensure full compliance with federal, state, and bank regulations by completing annual training and adhering to all service and operational standards.
* Other duties as assigned.
Education and Experience:
* Bachelor's degree or an equivalent combination of education and experience
* One to three years of relevant experience
Certifications, Licenses and/or Registrations Required:
* Requires the ability to obtain the National Mortgage Licensing System (NMLS) registration - must obtain said license after a period, to be determined by decision maker.
* Must be able to successfully complete the registration process, which includes, and is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS License regulations and rules.
Computer Skills:
* Knowledge of Microsoft applications, including Word and Excel
* Experience utilizing laptop technology
Skills Required:
* Excellent verbal and written communication skills, ensuring clear and professional interactions.
* Strong interpersonal and customer service abilities, with a talent for building and maintaining client and business relationships.
* High level of discretion and integrity, committed to protecting the financial privacy of clients, colleagues, and the organization.
* Thorough understanding of conventional loan structures.
* Willingness to travel to various banking center locations throughout region as needed and assigned.
Work Environment and Physical Demands:
* The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* *Work location may vary due to business needs after employment. Frequent travel is required to and from various banking centers within reasonable distance and the PeoplesBank Executive Office in Holyoke, MA. Flexibility is essential for this role.
* While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
Bridgeport Regional Loan Officer
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.
Sr. Assoc Residential & Consumer Loan Closer
Loan processor job in Southington, CT
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
The Senior Associate, Residential Loan Prc-2 will close and fund Consumer loans in accordance with all Bank and Investor Regulations.
Excited to grow your career?
We value our talented employees, and whenever possible strive to help our colleagues grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
Close and fund Consumer loans in accordance with all Bank and Investor Regulations.
RESPONSIBILITIES:
Maintain a production queue of mortgage loans
Coordinate loans with MBOs, LOs and 3rd party vendor to close within credit document expiration and rate lock expiration dates
Review all pre-closing documentation, including but not limited to title commitment, homeowners, and flood insurance policies
Ability to review and understand elements of property appraisals
Prepare all required closing documents for all loan types
Obtain verification of employments
Image all documents to our OnBase system
Input daily wires for loans in funding
Perform other duties as may be required
Experience:
3 years in the banking industry
Job Skills/Knowledge:
Basic computer skills with ability to navigate different applications
Good organizational skills and time management
Excellent customer service
The estimated salary range for this position is $27.50 HR to $33.27 HR. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI-SO1
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplyMortgage Closer
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
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Easy ApplyMortgage Loan Officer (CRA) - Bridgeport area
Loan processor job in Newtown, CT
Newtown Savings Bank is seeking a results-oriented, sales professional to join our Mortgage Banking team as a Mortgage Loan Officer (Mortgage Banker II). This position, under the direction of the V.P. Residential Lending Assistant Sales Manager, is responsible for the origination of residential mortgage products. Manages the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. This includes meeting with customers, the interview process, completion of the application, and the receipt of all supporting documentation.
PRIMARY RESPONSIBILITIES
Outside prospecting and networking with local centers of influence including Realtor's, Attorney's, Builders, local civic and religious leaders to build and maintain referral sources.
The majority of time is spent out of the office contacting COI's (Realtors, Accountants, Attorneys) and following up on mortgage referrals.
Explain mortgage/loan products, how the product works and how the product will benefit the applicant's needs.
Provide the appropriate product for the customer's needs while assuring Bank profitability.
Assist with Encompass on-line applications thru the consumer site. Follow up on open applications in Encompass Consumer Connect site as needed.
Complete a basic credit analysis, and analyze the basics of a self-employed borrower's tax returns to determine eligibility.
Outline loan terms and conditions, and inform the borrowers of loan commitments, counter offers and denials.
Resolve outstanding conditions and assist underwriting department to obtain appropriate documentation.
Understand compliance issues including the timelines of mortgage loan processing.
Courteously resolve customer complaints or properly refer them for assistance.
Cross sell all Bank Services including referrals for deposit accounts and commercial loan relationships, as well as investment services.
Communicate effectively with customers, branches, and retail lending department.
Assist in new product and develop sales tools to increase business for the Bank.
Responsible for overseeing community lending events and/or seminars within our lending communities.
Participate in various civic and community functions to further enhance the image of the bank and to network for continuous new business opportunities.
Participate in presenting Work Place Advantage and Financial Literacy presentations upon request.
Make suggestions to the VP, Residential Lending Assistant Sales Manager to update, enhance or add additional products or services.
POSITION REQUIREMENTS
Bachelor's degree or equivalent plus 4 to 6 years' experience in mortgage lending.
Sales management experience to generate new mortgage business.
Customer Service oriented with effective communication skills.
Basic computer and Microsoft Office knowledge.
Knowledge and understanding of loan products, forms, documentation, and compliance issues, including timeliness of mortgage loan processing, within the loan origination function, as well as secondary market underwriting.
Mortgage lenders are also be required to be registered with the NMLS system designed by the federal banking regulators.
Bilingual preferred (fluent English & Spanish)
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Any physical demands or work conditions 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 made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status
Auto-ApplyMortgage Loan Officer
Loan processor job in Waterbury, CT
Mortgage Loan Officer - Waterbury Market . Under the direction of the AVP/ Mortgage Lending Officer Sales Manager, responsible for the origination of residential and consumer mortgage products. Manage the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. Meet clients in the office, at Branch locations and in locations of convenience for the client. Responsible for the interview process, completion of the application and receipt of all supporting documentation.
Determine financing objectives and goals of applicants. Conducts the loan interview and secures the client information necessary to initiate a loan application. Explain mortgage/loan products, how the product works and how the recommended program or product will benefit the applicant's needs.
Outside prospecting and networking with local centers of influence including realtors, attorneys, financial advisors, builders, local civic and religious leaders to build and maintain referral sources.
Receives and screens loan applications. Pull, review, and analyze credit. Gathers financial data. Communicates with clients to resolve discrepancies such as late payment history, judgements, collections, etc. Analyze simple and complex tax returns in order to determine monthly income for self-employed borrowers.
Responsible for accurately explaining all federal and state required disclosures including but not limited to the Loan Estimate, Change of Circumstance and Closing Disclosure.
Monitors personal monthly production goals in line with the Bank's Key Performance Indicators (KPIs) and the department's Tactical Operating Procedures (TOPs).
Maintains current knowledge and compliance with all regulatory BSA/AML, TRID, HMDA, CFPB and OFAC requirements and with all other bank policies, procedures and regulations.
Keeps abreast of federal ad state laws and regulations pertaining to consumer rights, non-discrimination, fair credit reporting, etc.
EOE, including disability/vets
Auto-ApplyMortgage Loan Officer - New Haven, CT
Loan processor job in New Haven, CT
The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality.
Responsibilities
Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity
Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines
Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process
This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled.
Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market
Maintains proficiency on sales/originator systems and develop and maintain efficient workflows
Keeps informed of trends and developments in the real estate market and mortgage industry
Ability to foster internal and external relationships.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree Business related field or equivalent experience (preferred)
Experience Qualifications
3+ years Experience as a loan officer in 1st mortgage production (preferred)
3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (preferred)
Tactical Skills
Excellent communication skills both written and verbal
Demonstrated strong customer service skills
Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management.
Strong financial acumen
Personal Skills
Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results
Practical Skills
Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
In addition to commission, this position is compensated at a fixed hourly rate draw of $16.35 hourly.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 11/28/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyMortgage Loan Closer
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.
Overnight Closer
Loan processor job in Enfield, CT
Job SummaryThe Overnight Closer (Member Services Representative) will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. The Overnight Closer will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. You will also be responsible for closing that day's shift for that business day as well as creating an accurate bank deposit.Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Close shift for that business day.
Create a bank deposit for next day.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Ability to work 3rd shift (overnights).
Must be able to occassionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
Auto-ApplyDefault Fulfillment Closer
Loan processor job in Meriden, CT
Job Title: Default Fulfillment Closer Employment Type: Full-Time, Onsite Pay Range: $17-$21 per hour Wheeler Staffing Partners is seeking a Default Fulfillment Closer for an onsite opportunity in Meriden, CT. In this role, you will be responsible for preparing, reviewing, and ensuring the accuracy of all documentation required to complete approved mortgage mitigation events in accordance with investor guidelines.
If you have experience in mortgage servicing and a keen eye for detail, apply today to join a dynamic and professional team!
Key Responsibilities:
Prepare documentation for Modifications, Deed in Lieu, and Short Sales in compliance with investor rules and internal policies.
Order and review title reports and original loan documents to ensure clear title for closing.
Coordinate document recording with PHL's vendor partners.
Maintain comprehensive tracking reports for outstanding documents from borrowers, title companies, vendors, and recorder's offices.
Address and resolve document or title deficiencies promptly.
Verify closing costs for short sales are compliant with investor guidelines.
Assist Mitigation Processors and Underwriters in obtaining and imaging required documentation.
Perform additional duties as assigned.
Qualifications:
High school diploma or GED required.
Previous experience with mortgage loan documentation.
Solid understanding of real estate title requirements.
Background in mortgage default servicing and modification programs is a plus.
Strong computer proficiency, including advanced skills in Microsoft Excel and Word.
Excellent verbal and written communication skills.
Proven ability to multitask and meet deadlines in a fast-paced environment.
Strong organizational, analytical, and critical thinking skills.
Ability to work independently with minimal supervision.
Experience with the MSP servicing system is a plus.
Professional demeanor with the ability to interact effectively across departments.
Commitment to maintaining confidentiality and handling sensitive information with care.
About Wheeler Staffing Partners (WSP):
WSP specializes in filling contract, contract-to-hire, direct hire, contingency, and executive-level positions with qualified, professional candidates. With over 20 years of experience, our dedicated team offers tailored staffing solutions across industries. We pride ourselves on delivering exceptional service with speed, integrity, and professionalism.
WSP is proud to be an Equal Opportunity Employer and is committed to creating a diverse environment.
Ready to take the next step in your career?
Apply today to be considered for this exciting opportunity in Meriden, CT!
Closer (562 Enfield ST)
Loan processor job in Enfield, CT
This position is open to both full-time and part-time positions SHIFTS NEEDED; 3PM-9:30PM We are looking for Crew Members to join our Dunkin' team! Crew Members are responsible for delivering great and friendly guest experiences. They prepare products according to operational and quality standards and serve them with enthusiasm in a clean, fast paced environment. They work as part of a team to meet our Guests' needs and give them a reason to come back.
Responsibilities::
Team Environment:
* Work well and interacts with others respectfully
* Respond positively to coaching and feedback
* Communicate with team members
* Able to learn and execute multiple tasks
Operational Excellence:
* Provide great guest service
* Resolve guest issues
* Follow Brand standards, recipes, and systems
* Follow safety, food safety and sanitation guidelines; comply with all applicable laws
* Maintain clean and neat work environment
Profitability:
* Execute restaurant standards and marketing initiatives
* Handle POS transactions and payments with accuracy
* Prepare and deliver all products according to Brand standards
Skills and Qualifications
* Fluent in English
* Basic computer skills
* Capable of counting money and making change
* Able to operate restaurant equipment (minimum age requirements may apply)
* Benefits:
* Enfield Dunkin has flexible work schedules and hours that will allow you to work around your kids' schedules, your primary job, your school work and sports activities.
* We do not charge for food and drinks while you are on the clock. (AWESOME!!)
* Employees share a tip pool split between crew members on each shift
* Paid time off for full time employees after 1 year of employment
* Employees recieve holiday bonus if employed over 1 month prior
* We offer competitive pay rates and promotions within our company. Raises and promotions are given based on performance.
* Management & Franchisee's are hands on and work side by side with you
* Use of messaging app that allows 24 hr access to management, team members and Weekly Work Schedule.
Company Introduction
Founded in 1950, Dunkin' is America's favorite all-day, everyday stop for coffee and baked goods. Dunkin' is a market leader in the hot regular/decaf/flavored coffee, iced regular/decaf/flavored coffee, donut, bagel and muffin categories. Dunkin' has earned a No. 1 ranking for customer loyalty in the coffee category by Brand Keys for 14 years running. The company has more than 13,100 restaurants in 41 countries worldwide. Based in Canton, Mass., Dunkin' is part of the Dunkin' Brands Group, Inc. family of companies.
PT Nonunion Closer - Store Admin - 0679
Loan processor job in Waterbury, CT
At Stop & Shop, we are dedicated to creating and maintaining a culture where the diverse backgrounds and experiences of our associates are celebrated, and all associates feel they belong and thrive. We work as one team to break down barriers, put the customer first and show that we care for our customers, communities and each other. At Stop & Shop, we're here to feed all of life's moments, and we've made a promise to our customers to help them make the small wins possible every day.
Stop & Shop is seeking a Part Time Closer to join our management team. Begin a career journey focused on your development and success and enjoy a culture that supports and values our customers, our neighbors and each other.
Part Time Closers champion and support the culture and values of Stop & Shop and have a impact on delivering our promise of a streamlined, personalized shopping experience for our customers. Part Time Closers have a positive presence on the sales floor and will use their exceptional interpersonal skills when interacting with customers and associates; creating a welcoming and safe environment.
DUTIES AND RESPONSIBILITIES
Responsibilities include, but are not limited to the following:
• Perform total store management responsibilities as required;
• Manage, implement and maintain high standards of food safety and sanitation in all areas of the store to be compliant with federal, state local and Stop and Shop policy and procedures;
• Minimize store expenses through efficient use of supplies, proper use and maintenance of equipment and identifying cost cutting opportunities;
• Ensure the on-going maintenance and organization of the grocery backroom to promote proper product rotation and associate productivity;
• Maintain the company sign program, merchandise weekly distributions and seasonal product and order shelf stock and sale items;
• Education: High school diploma required, some college preferred;
• Experience: 2 - 4 years previous grocery retail management experience preferred;
• Special Skills: Interpersonal, decision making, delegation, leadership and conflict management skills
Stop & Shop is an equal opportunity employer. We comply with all applicable federal, state and local laws. Qualified applicants are considered without regard to sex, race, color, ancestry, national origin, citizenship status, religion, age, marital status (including civil unions), military service, veteran status, pregnancy (including childbirth and related medical conditions), genetic information, sexual orientation, gender identity, legally recognized disability, domestic violence victim status or any other characteristic protected by law.
Closers & Nights: Food Service / Kitchen - Must be 18 or older
Loan processor job in Ware, MA
Ware, MA Looking for Crew Members who can work after dinner and late nights. Times vary by restaurant. Schedules can start as early as 4:00pm or later. This shift has a wide variety of shift lengths, depending on part-time vs. full-time and the specific hours of operation and closing time for each location. Closing times vary by location, with some concepts/restaurants closing as early as midnight and some restaurants/concepts open until 4am or later.
The Closers & Nights: Food Service / Kitchen - Must be 18 or older is the key to ensuring guest satisfaction. This is a very important position for a friendly, helpful individual who enjoys working in a fast-paced environment.
Why should you apply?
* Free Meals during your shift
* Flexible Scheduling
* Fun Work Environment
* Paid Training
* Advancement Opportunities
* Competitive Pay
* GED/Scholarship Opportunities
* Retail Discount Program to save $$$ at other retail establishments.
* Referral Program available at Most Locations - ask for details.
* Early Access to New Menu Items
The successful Customer Service Crew Member is able to:
* Greet and positively engage guests in the restaurant.
* Accurately accept the guests' orders and process payments.
* Address and resolve all guest inquiries and concerns in a timely manner.
* Maintain a safe, secure, and comfortable area for guests and team members.
* Work well with our Delivery Partners
* Maintain facility cleanliness by completing general clean tasks including wiping tables, washing dishes, and sweeping and mopping floors.
The successful Food/Kitchen Service Crew Member is able to:
* Answering questions about menu items and promotions
* Prepare Ingredients and Menu Items
* Restocking product and workstations
* Using food preparation equipment including ovens, fryers, grills and various kitchen equipment
* Maintaining a clean work environment by completing general clean tasks including wiping workstations, cleaning equipment, washing dishes, and sweeping and mopping floors
Requirements:
* Must be at least 18 years of age. No previous experience required.
* Must have reliable transportation.
* Ability to read and interpret documents such as safety rules, operating and maintenance instructions, procedure manuals, and training materials.
* Must be able to stand for long periods of time.
* Must be able to lift up to 50 lbs. with assistance.
* Must get along well with coworkers and guests through a positive and friendly demeanor.
If you are looking for a delicious and fun opportunity to work in the food and beverage industry, Charter Foods is the place for you! Join our team and enjoy flexible scheduling, employee discounts, paid training, and the chance to advance your career. Apply now and become a part of our highly skilled and motivated crew!
Company Introduction
At Taco Bell, we've had innovation on our mind since Glen Bell started serving tacos at the first location in 1962 in Downey, California. Since then, we've grown to be a culture-centric, lifestyle brand that provides craveable, affordable Mexican-inspired food with bold flavors. Not only do we provide breakthrough value, we offer quality ingredients and are the first QSR restaurant to offer American Vegetarian Association (AVA)-certified menu items.
CONSUMER LOAN PROCESSOR
Loan processor job in Springfield, MA
The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor 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. Loan Processor 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 Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor 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 Loan Processor 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. Loan Processor 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)
Mortgage Loan Officer
Loan processor job in Holyoke, MA
Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the
Best Place to Work
and
Best Local Bank
. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!
Summary:
PeoplesBank is seeking a motivated and customer-focused Residential Mortgage Loan Officer to generate residential mortgage business within our primary lending areas. This role involves cultivating relationships with real estate professionals, builders, attorneys, and other referral sources, while also leveraging internal leads and past customer connections. The ideal candidate will consistently generate mortgage applications that lead to closed loans, actively participate in community and business development events, and deliver exceptional service throughout the mortgage process. Strong interpersonal skills, attention to detail, and a thorough understanding of conventional loan structures are essential. This position requires NMLS registration. This position includes a base salary and commissions structure.
Essential Duties and Responsibilities:
Consistently generate high-quality mortgage applications that result in closed loans, meeting or exceeding monthly production goals.
Proactively cross-sell deposit products to mortgage customers, enhancing overall customer value and deepening relationships.
Actively engage in community and industry events-including Realtor associations, expos, and chamber functions-to build visibility and drive mortgage volume.
Develop and execute a strategic annual market plan to identify and capitalize on growth opportunities within the bank's footprint.
Provide timely and responsive service by following up on all customer inquiries and referrals within 24 hours.
Ensure full compliance with federal, state, and bank regulations by completing annual training and adhering to all service and operational standards.
Other duties as assigned.
Education and Experience:
Bachelor's degree or an equivalent combination of education and experience
One to three years of relevant experience
Certifications, Licenses and/or Registrations Required:
Requires the ability to obtain the National Mortgage Licensing System (NMLS) registration - must obtain said license after a period, to be determined by decision maker.
Must be able to successfully complete the registration process, which includes, and is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS License regulations and rules.
Computer Skills:
Knowledge of Microsoft applications, including Word and Excel
Experience utilizing laptop technology
Skills Required:
Excellent verbal and written communication skills, ensuring clear and professional interactions.
Strong interpersonal and customer service abilities, with a talent for building and maintaining client and business relationships.
High level of discretion and integrity, committed to protecting the financial privacy of clients, colleagues, and the organization.
Thorough understanding of conventional loan structures.
Willingness to travel to various banking center locations throughout region as needed and assigned.
Work Environment and Physical Demands:
The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Work location may vary due to business needs after employment. Frequent travel is required to and from various banking centers within reasonable distance and the PeoplesBank Executive Office in Holyoke, MA. Flexibility is essential for this role.
While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
Auto-ApplyLoan Officer
Loan processor job in New Haven, 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.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to ***********************. Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Easy ApplyMortgage Loan Officer (CRA) - Bridgeport area
Loan processor job in Newtown, CT
Newtown Savings Bank is seeking a results-oriented, sales professional to join our Mortgage Banking team as a Mortgage Loan Officer (Mortgage Banker II). This position, under the direction of the V.P. Residential Lending Assistant Sales Manager, is responsible for the origination of residential mortgage products. Manages the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. This includes meeting with customers, the interview process, completion of the application, and the receipt of all supporting documentation.
PRIMARY RESPONSIBILITIES
Outside prospecting and networking with local centers of influence including Realtor's, Attorney's, Builders, local civic and religious leaders to build and maintain referral sources.
The majority of time is spent out of the office contacting COI's (Realtors, Accountants, Attorneys) and following up on mortgage referrals.
Explain mortgage/loan products, how the product works and how the product will benefit the applicant's needs.
Provide the appropriate product for the customer's needs while assuring Bank profitability.
Assist with Encompass on-line applications thru the consumer site. Follow up on open applications in Encompass Consumer Connect site as needed.
Complete a basic credit analysis, and analyze the basics of a self-employed borrower's tax returns to determine eligibility.
Outline loan terms and conditions, and inform the borrowers of loan commitments, counter offers and denials.
Resolve outstanding conditions and assist underwriting department to obtain appropriate documentation.
Understand compliance issues including the timelines of mortgage loan processing.
Courteously resolve customer complaints or properly refer them for assistance.
Cross sell all Bank Services including referrals for deposit accounts and commercial loan relationships, as well as investment services.
Communicate effectively with customers, branches, and retail lending department.
Assist in new product and develop sales tools to increase business for the Bank.
Responsible for overseeing community lending events and/or seminars within our lending communities.
Participate in various civic and community functions to further enhance the image of the bank and to network for continuous new business opportunities.
Participate in presenting Work Place Advantage and Financial Literacy presentations upon request.
Make suggestions to the VP, Residential Lending Assistant Sales Manager to update, enhance or add additional products or services.
POSITION REQUIREMENTS
Bachelor's degree or equivalent plus 4 to 6 years' experience in mortgage lending.
Sales management experience to generate new mortgage business.
Customer Service oriented with effective communication skills.
Basic computer and Microsoft Office knowledge.
Knowledge and understanding of loan products, forms, documentation, and compliance issues, including timeliness of mortgage loan processing, within the loan origination function, as well as secondary market underwriting.
Mortgage lenders are also be required to be registered with the NMLS system designed by the federal banking regulators.
Bilingual preferred (fluent English & Spanish)
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Any physical demands or work conditions 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 made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status
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