Loan services representative jobs near me

- 348 jobs

Mortgage Loan Servicing Representative (Hybrid)
NIH Federal Credit Union 4.2
Remote loan services representative job
NASA Federal Credit Union is in search of a Mortgage Loan Servicing Representative responsible for delivering exceptional customer service via telephone, mail, and email while assisting members with NASA FCU lending products and services. The Mortgage Loan Servicing Representative will maintain accurate data in our loan servicing systems for mortgage loans as well as acting as a member and branch liaison for all mortgage loan transaction-related questions. This position will onboard new first mortgages, set up escrow accounts for new mortgages, post payments and payoffs to mortgages, and process annual escrow analysis. It will also respond to internal and external email communications and track recordation and process lien releases for first mortgages and home equity Deeds of Trust. The Mortgage Loan Servicing Representative will be responsible for auditing/maintaining MERS system and processing mortgage corrections, transfers due to security breach or removal of member from account, as well as credit bureau reporting and corrections. You must reside in Maryland, Washington DC, or Virginia. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties may be assigned.Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Level I: Address member correspondence via inbound/outbound phone calls and email Ensures accurate and timely generation of periodic billing statements Onboards new first mortgages to FICS Handles all internal/external member inquiries pertaining to documents (Notes, Deeds of Trust, Title Policies) Completes Verification of Mortgage forms Processes payoff requests and transactions for all real estate loan types Posts payments to all real estate loan types Responsible for mailing Goodbye (Retail Sold) and Welcome letters (Correspondent) May be cross trained in select duties of the Mortgage Loan Servicing Representative II position Level II: (In addition to the requirements of Level I) Sets up escrow accounts for new mortgages Performs servicing transfers for loans sold to new investors Responsible for transferring mortgages to investors in MERS in a timely manner Tracks recordation and processes lien releases on first mortgage and home equity Deeds of Trust Files all mortgage documents within the vault and tracks outgoing original documents Verifies accuracy of 10% of new mortgages and critical fields Responsible for research and corrections to mortgages Responsible for mortgage account transfers due to security breach or removal of member from account Has a thorough knowledge of FCRA; responsible for credit bureau reporting, disputes, and corrections Assists in the preparation of yearly 1098 and 1099 tax forms Reviews daily, weekly, and monthly reports May also be responsible for all or part of the duties of the Mortgage Loan Servicing Representative I position May be cross trained in select duties of the Mortgage Servicing Representative III position Level III: (In addition to the requirements of Level I & II) Reviews and audits new escrow setups for accuracy Disburses payment of taxes, insurance, and private mortgage insurance Contacts member regarding delinquent taxes and cancellation of insurance Responsible for the force placement of hazard and flood insurance as needed Coordinates with Management to pay delinquent taxes to prevent tax sale; redeems collateral from tax sale Analyzes, prepares, and mails annual escrow analysis statements Processes final escrow disbursements Reviews member requests for waiver of existing escrow accounts Reviews member requests for waiver of private mortgage insurance Coordinates mortgage hazard and flood insurance claims Files blanket coverage claims for home equity lines/loans Processes and verifies all rate adjustments on Adjustable Rate Mortgages and Commercial Loans Responsible for verifying monthly and quarterly rate adjustments on Home Equity Lines of Credit Responsible for loan modifications/partial releases on all real estate loan types Responsible for reviewing and processing year-end tax statements Completes MERS audits, tracks receipt of transfers on Correspondent Loans Responsible for servicing mortgages under the Servicemember's Civil Relief Act (SCRA) May also be responsible for all or part of the duties of the Mortgage Loan Servicing Representative I and II positions Education and Experience: Level I: A high school diploma or general education degree (GED) and one-year relevant experience and/or training required Excellent communication skills - written, oral, and listening Ability to work independently, as well as collaboratively Acute sense of urgency, with strong time management skills - meeting critical deadlines/goals with accurate work Ability to prioritize and multi-task Must be proficient in Microsoft Suite Level II: (In addition to the requirements of Level I) A high school diploma or general education degree (GED) and two to four years relevant experience required Level III: (In addition to the requirements of Level I & II) Bachelor's Degree in relevant field preferred and three to six years relevant experience required Strong knowledge of mortgage systems, mortgage procedures, credit union and governmental agency regulations and policies. Our generous benefit package includes: $45,000 - $65,520 / Annually (based on experience and level) Remote-Hybrid (will require onsite presence) NASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave, remote work options for applicable positions, and more. +Insurance coverage begins the 1st day of the month, following 30 days after hire date.*100% Credit Union-Paid Full-Time Employee Benefits (Includes all Part-Time benefits listed below) Health Insurance (Choice of two nationwide PPO plans) High Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)+* Low Deductible Plan: Generous employer contribution toward premium. (FSA compatible)+ Dental Insurance: Generous employer contribution toward premium+ Vision Insurance: Generous employer contribution toward premium+ Long-term Disability Insurance+* Flexible Spending Medical Account (FSA)+ Flexible Spending Dependent Care Account+ Health Savings Account (HSA)+ Voluntary Supplemental Life Insurance+ Voluntary Dependent Life Insurance+ Voluntary Short-term Disability Insurance+ Voluntary Long-term Care Insurance+ Part-Time Employee Benefits 401(k) with employer match up to 6% and immediate 100% vesting Gain Sharing Bonus (eligibility rules apply)* Life Insurance/AD&D+* Vacation Leave (excluding Outside Loan Officers) Sick and Safe Leave 11 Paid Holidays Education Assistance Employee Referral Bonus* Credit Union Membership Eligible Employee Assistance Program+* Identity Theft Protection (Additional fee to add family members)+* Pet Health Insurance Employee Discount Program All benefits are based on meeting NASA Federal Credit Union's eligibility requirements and the carrier's terms and conditions. Position is overtime eligible. Posted 10/24/25.
$45k-65.5k yearly Auto-Apply 19d ago
REAL ESTATE Loan Service Representative - Remote - USA) $20-25 p/hr FULL TIME
Trophy Point Investment Group, LLC
Remote loan services representative job
Job Description: REAL ESTATE LOAN Customer Service Representative DO NOT APPLY IF YOU DO NOT HAVE SPECIFICALLY, REAL ESTATE LOAN SERVICE EXPERIENCE Company: Trophy Point Investment GroupPosition: REAL ESTATE LOAN Service Representative - Loan ServicesLocation: Remote (USA ONLY) Status Type: Full time 40 hours p/week ContractorCompensation: USA Contractor $20-25 p/hr Website: ****************************** Job Summary:Trophy Point is seeking a dedicated and detail-oriented REAL ESTATE LOAN Service Representative to join our team. This role is integral in managing inbound communication related to our loan services. The ideal candidate will have excellent communication skills, a strong understanding of loan products, and the ability to provide exceptional service to clients and prospective customers. This position offers an opportunity to engage with clients, answer inquiries, and resolve issues regarding loan products, applications, and processes. Key Responsibilities: Manage Inbound Communications: Answer phone calls, emails, and other forms of communication related to Trophy Point's loan services. Provide Accurate Information: Address inquiries from clients and prospective customers regarding loan products, terms, conditions, and application procedures. Assist with Loan Applications: Guide clients through the loan application process, explaining necessary documentation and next steps. Problem Solving: Assist clients with any issues or concerns regarding their loan accounts, payments, and transactions. Follow Up on Customer Inquiries: Ensure timely and effective follow-up on customer requests and questions. Document Client Interactions: Accurately record customer inquiries, issues, and resolutions in the company's CRM system. Collaborate with Loan Officers and Teams: Work closely with the loan services team to provide seamless customer service and escalate any complex issues. Maintain Product Knowledge: Stay up-to-date with the latest loan products, policies, and industry regulations. Adhere to Compliance Standards: Ensure all client interactions and services comply with company policies and regulatory requirements. Qualifications: Experience: Minimum of 1-2 years of loan service experience, preferably in loan services, banking, or financial services. Communication Skills: Strong verbal and written communication skills with the ability to explain complex loan terms and processes clearly. Technical Skills: Proficiency in Microsoft Office, CRM software, and phone systems. Problem Solving: Ability to handle customer concerns and resolve them efficiently. Attention to Detail: Meticulous in managing and recording customer inquiries and interactions. Customer-Centric: A passion for delivering excellent service and helping clients achieve their financial goals. Additional Skills: Familiarity with loan products (home loans, personal loans, etc.) is a plus. Ability to work independently and as part of a team in a fast-paced environment. Multitasking and organizational skills to manage various communication channels simultaneously. Bilingual candidates are encouraged to apply. Why Join Trophy Point: Be part of a premier private direct lender with a strong reputation in the real estate industry. Work with a dedicated and passionate team committed to excellence and integrity. Enjoy the flexibility and convenience of a remote working environment. Contribute to the successful completion of real estate investment projects and the effective management of draw disbursements. About Us: Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service. E04JI802mkr9407nn0l
$20-25 hourly 19d ago
Loan Processor
Lower LLC 4.1
Remote loan services representative job
Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: Loan Processor $24-$30/hr + Bonus | Full-Time | Remote- AZ Opportunities for Growth | Mentorship | High-Energy Culture Are you a go-getter with a passion for precision, speed, and team collaboration? Do you thrive in a high-energy, fast-paced environment where ownership and autonomy are rewarded, and advancement is real? At Lower, we're not just processing loans-we're building futures. And we're looking for a top-tier Loan Processor who's hungry for success and ready to make moves. Why You'll Love It Here Three days a week in our energetic Columbus office, two remote-flexibility meets team synergy. Immediate access to hands-on mentorship from industry pros. A culture of hustle, positivity, and ambition. We promote from within-you grow, we grow. Work that matters: Help people achieve the dream of homeownership every single day. What You'll Do Own your pipeline: Manage 20+ units/month with accuracy and urgency. Collaborate daily with Loan Officers, underwriters, and other departments to keep files moving fast and clean. Clear conditions like a pro and keep the loan process airtight from start to finish. Understand the nuances of income calculations, AUS findings, and investor guidelines. Help implement smooth workflows and support constant process improvement. Be the first line of quality control-catch issues before they become problems. Stay on top of vendor communications (credit bureaus, appraisers, etc.) to avoid delays. Who You Are 2+ years of experience in mortgage loan processing or underwriting. Confident with DU/LP findings and income analysis-you know how to read the room (and the numbers). Autonomous, yet a natural team player who communicates effortlessly. Thrives in motion: You like being busy, hitting goals, and staying organized under pressure. Positive mindset that doesn't shake under stress. Hungry for personal and professional growth. You want to move up. High accountability. You own your work and love being relied on. Bonus Points For: Underwriting knowledge Perks & Benefits Competitive compensation + performance bonuses Comprehensive medical/dental/vision 401K with company match Paid holidays, PTO, and parental leave Life & disability insurance Home mortgage discounts A vibrant, motivated culture you'll actually enjoy being part of Ready to Level Up? If you're a self-motivated, detail-oriented Loan Processor with the drive to build your career while making an impact-this is your moment. Join a company where momentum is the norm and growth is expected. Apply now and bring your energy! Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Privacy Policy
$24-30 hourly Auto-Apply 9d ago
Account Services Representative
Tactiq
Remote loan services representative job
Job Description Our Company: Tactiq is a fast growing, innovative software solutions provider focusing on bridging the gap between retailers, manufacturers, and distributors. We use world-class technology to support both retailers and suppliers within the DSD industry by standardizing communications and streamlining invoicing. Tactiq is uniquely positioned to increase both operational efficiency and service quality, with a proven track record of driving sales growth and cost savings for our partners. Our People: Our team members join Tactiq to learn, develop, and be part of an environment that rewards performance and innovation while providing opportunities to personally excel and grow. We work closely as a team, respect each other as professionals, and move decisively on meeting the needs of our partners, all guided by our values - Do the right thing, Win as a team lose as a team, Own it, Embrace the messy, and Think like your customer. About the Role: As an Account Services Representative, you will be one of the main points of contact for our retail and vendor clients using our platforms. Your role will focus on onboarding, relationship management, and ensuring successful usage and satisfaction with our tech solutions. You'll work closely with internal teams to troubleshoot client issues and provide necessary support that drives client retention and platform utilization. Responsibilities: Build and maintain strong, long-term client relationships by serving as a dedicated liaison. Support the onboarding processes for new vendors and retail clients. Resolve client concerns quickly and effectively. Provide training and support on platform functionality and features. Collaborate with technical support and customer care teams to escalate and resolve client issues. Contribute to continuous process improvements to enhance the client's experience. Requirements 2+ years of experience in account management, client success, customer service, or related customer-facing roles. Strong understanding of SaaS platforms and/or DSD industry workflows preferred. Excellent communication and relationship-building skills. Tech-savvy with the ability to learn and explain complex systems in a simple way. Highly organized, detail-oriented, and capable of juggling multiple accounts. Experience using Microsoft Office, particularly Excel, and CRM tools (e.g., Salesforce, HubSpot) is a plus. Benefits At Tactiq, we believe in creating a work environment where everyone is welcome to be themselves. With a focus on diversity and inclusivity, individuals are able to contribute and bring their best selves to a winning team environment. We invest heavily in the development of our people and provide opportunities and support for our team to invest back into causes they care about. We offer an extensive employee benefits package because we know that our people and what they care about matter most. We deeply care and want our team to be taken care of. If you're looking to work for a company that values authenticity, inclusivity, hard work, determination, and problem-solving, then we're the right fit for you! Included benefits: Health Care Plans (Medical, Dental & Vision) 401k plan with company match Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (including time for volunteering) & Public Holidays Generous Parental Leave Short Term & Long Term Disability Training & Development opportunities Work From Home & Flexible work arrangements Wellness Resources Tactiq is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$20k-27k yearly est. 3d ago
Mortgage Loan Specialist - MLO - Remote IV-MLO
Amegy Bank 4.1
Remote loan services representative job
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position will be remote located in Dallas, TX. The ideal candidate for the Mortgage Loan Specialist will have the skills and experience necessary to fulfill the following responsibilities and qualifications: · Be responsible to provide administrative and/or operational support within the one or more of the following loan areas; closing, funding, post-closing, shipping, etc. · Duties may include assembling loan documents for transmittal and verifying their accuracy; closing loans and distributing loan proceeds · Ensure the accurate, efficient, and timely flow of information and documentation. · May need to follow up with borrower, loan originator, title company or others to resolve questions, correct information, or other issues as needed. · Ensure that everything is complete in compliance with laws, regulations, and internal policies. · Perform other duties as assigned. Qualifications: · Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience · Basic knowledge of lending processes, loan principles, loan systems · Knowledge of banking process helpful · Must have good organizational and customer service skills · Good written and verbal communications skills · Ability to complete processes and meet deadlines · Working knowledge pc's and various word processing, spreadsheet or related software Benefits: · Medical, Dental and Vision Insurance - START DAY ONE! · Life and Disability Insurance, Paid Parental Leave and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts · Paid Training, Paid Time Off (PTO) and Paid Federal Holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits including coaching and therapy sessions · Tuition Reimbursement for qualifying employees · Employee Ambassador preferred banking products · Employees may, at the company's discretion, be eligible to receive a cash bonus award Pay range (depending on experience): $52,000 to $70,000 Annually
$52k-70k yearly 3d ago
Loan Processor
Wealthfront 4.6
Remote loan services representative job
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of retail mortgage processing experience Mortgage Loan Originator License preferred; Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $55,000 - 62,000 USD plus Equity. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$55k-62k yearly Auto-Apply 60d+ ago
Transaction and Diligence Specialist - IPT
Standard Solar 3.8
Loan services representative job in Rockville, MD
Job Details ROCKVILLE, MD $100000.00 - $125000.00 SalaryDescription Standard Solar is a leading renewable energy company, focused on distributed-generation solar and battery storage projects as a developer, EPC provider and asset manager. Standard Solar is seeking a talented and highly motivated individual to support the project acquisitions diligence. This role supports project valuation, risk management, and investment decisions throughout the solar development lifecycle. This role will provide an opportunity to gain experience in solar development, project acquisition, project finance, and solar regulations in an exciting, high-growth environment. Standard Solar is an experienced, growing company that acquires, develops, constructs, and operates distributed solar assets across the United States. Essential Duties and Responsibilities: Manage and lead diligence for acquisition of portfolios and development activities by working with both partners and internal teams in areas including, but not limited to, site acquisition, real estate and title, interconnection, engineering, survey, permitting, environmental, offtake, incentives, and policy Prioritize, coordinate, review, and track key development deliverables with internal teams and external legal, zoning, environmental, interconnection, and engineering consultants Maintain strong relationships with developers and other stakeholders Manage formal communication with development partners and project sellers, specifically the question-and-answer log. Manage and report project data as it pertains to budget, schedule, and deliverables Gather market intelligence and expand relationships with local government, Authorities Having Jurisdiction (AHJ), incentive administrators, consultants, and other stakeholder groups to understand the project development and permitting processes Review and manage project contracts including purchase agreement, leases, interconnection agreements, and power purchase agreements to ensure compliance with their terms Oversee and understand diligence process across all key subject areas such as legal, title, engineering, construction, environmental, permitting, interconnection, schedule and budget. Research, understand, and manage eligibility and compliance with applicable federal and local incentives and policies. Transaction leadership for project financing and asset acquisitions The position will oversee multiple development opportunities at the same time at varying stages Create presentations summarizing all research involved in each project for review with stakeholders. Coordinate all payments to landowners and developers Manage the development fee schedule Draft and coordinate funding memos; verify development fee payments by milestone Tracks all key deadlines, contractual obligations, incentive expiration dates and project risks Liaise with the pricing team to obtain underwriting models and send service requests Ensure assumptions align with engineering models. Check and verify insurance requirements Forecast property tax predictions and obligations. Manage Payments in Lieu of Taxes (PILOT) agreements. Monitor Purchase Agreement adjusters Knowledge, Skills, and Abilities Candidates with a Four-year Bachelor's degree in a relevant discipline are preferred. Planning and entitlements, Project Management, Business Administration, Finance, Economics, Energy, Engineering, Environmental Science or Business related degree is a plus 5+ years of related professional experience, including 1-3+ years of experience required in energy infrastructure development Project management, organizational, and analytical problem-solving skills Self-motivated with a high level of initiative and accountability Excellent interpersonal, Written and verbal communication, negotiation, and influencing skills Strong work ethic and ability to self-start in a fast-paced environment Organized, diligent, detail orientated and able to manage multiple streams of information on an ongoing basis Ability to multi-task and work in a deadline-driven environment Located or able to relocate to Rockville, MD; Willing to report to HQ office in person, 5 days per week. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Interfaces with customers, vendors and the public. All employees, including Senior and Executive Management, Sales & Finance. Physical Demands Ability to sit and or stand for extended periods, use hands and fingers for typing and delivering materials. Maintain vision for computer work. Must be able to walk up and down stairs.
$100k-125k yearly 38d ago
Specialist I, CRE Loan Abstractor
Situsamc
Remote loan services representative job
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! We are seeking a skilled and detail-oriented professional to join our team as a Part Time Commercial Real Estate (CRE) Loan Abstractor. The ideal candidate will have relevant experience with commercial loan documents and the ability to identify and abstract financial reporting loan covenants and prepayment provisions from complex commercial real estate loans across various loan types including senior, subordinate, mezzanine and preferred equity. This role requires a commitment of at least 15-20 hours per week. Abstract loan covenants and prepayment provisions from complex commercial real estate loans. Understand and interpret various loan documents, including promissory notes, loan agreements, modification agreements, mortgages, and guaranty agreements. Ensure accuracy and attention to detail in all abstractions. Collaborate with other team members to review and finalize loan document abstractions. Qualifications Experience with complex commercial real estate loan documents and commercial real estate transactions. Strong ability to understand, read, and interpret complex legal documents. Commitment to at least 15-20 hours per week. Exceptional attention to detail and organizational skills. Experience in financial covenant compliance/reporting is a plus. Understanding of complex prepayment provisions in commercial real estate loan documents. Skills Proficiency in complex commercial loan document analysis. Excellent written and verbal communication skills. Ability to work independently and as part of a team. Strong critical thinking and problem-solving abilities. Proficiency with Microsoft Excel workbooks and pdf file formats. #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100.00 - $100.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal
$33k-55k yearly est. Auto-Apply 47d ago
Loan Processor
Earnest Research 4.8
Remote loan services representative job
Our mission is to make higher education accessible and affordable for everyone. We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: Private student loans - low rates, people-first service, and flexible payments. Student loan refinancing - break free from high-interest rates or monthly payments. Scholarships - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! The Loan Processor position will report to the Credit Operations Manager. As the Loan Processor, you will: Review documents from clients (paystubs, tax returns, ID, etc). Confirm client identity using trusted data sources. Enter key information to help with application decisions. Contact clients by phone or email to answer questions and give updates. Help with special projects and prepare documents for audits. Share feedback on tools and systems, and take part in team training. About You: Some experience with credit applications is helpful but not required. Comfortable with basic math and reviewing financial documents. Detail-oriented and organized. Even Better: Some knowledge of fraud risks. Experience working in a fast-paced, task-focused environment. Good communication and teamwork skills. Where: This role will be remote #LI-GA A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $46,000-$58,000 USD Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including: Health, Dental, & Vision benefits plus savings plans Mac computers + work-from-home stipend to set up your home office Monthly internet and phone reimbursement Employee Stock Purchase Plan Restricted Stock Units (RSUs) 401(k) plan to help you save for retirement plus a company match Robust tuition reimbursement program $1,000 travel perk on each Earnie-versary to anywhere in the world Competitive days of annual PTO Competitive parental leave What Makes an Earnie: At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other: Every Second Counts: Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success. Choose To Do Hard Things: We win by tackling the hard things that others avoid, fueled by grit and resilience. Pursue Excellence: Great companies, teams, and individuals never settle and are proud of the work that they do. What's good enough today won't be good enough tomorrow. Excellence isn't a destination; it's a mindset of continuous improvement. Lead Together: Our success comes from how we work together. Leadership is not about titles-it is about action. We take ownership, drive results, and move forward as a team. Don't Take Yourself Too Seriously: We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient. At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for. Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance.
$46k-58k yearly Auto-Apply 19d ago
Bilingual Loan Processor
Crosscountry Mortgage 4.1
Remote loan services representative job
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Bilingual Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Bilingual Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish. High School Diploma or equivalent. Minimum of 5 years' residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $28.00 - $31.00 Eligible for per file bonus The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$28-31 hourly Auto-Apply 2d ago
Loan Specialist
Better 4.5
Remote loan services representative job
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better: - We've funded over $100 billion in loans for our customers, more than any other fintech- Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval- Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender - Fintech Breakthrough Award: Best Lending Innovation Award - Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing- We are Forbes' Best Online Mortgage Lender for 2023- We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive. About NEO Home Loans NEO Home Loans, a community-based retail division of Better, is dedicated to redefining the homeownership experience with trust, innovation, and exceptional service. Our mission is to unlock people's full financial potential by providing clarity, transparency, and consistency throughout the loan process. We make lending approachable, guiding individuals toward decisions that serve their best interests. Powered by a team of passionate and hardworking professionals, we foster a culture of collaboration, innovation, and personal growth. Join us and be part of a dynamic company committed to excellence. A Better Opportunity At NEO Home Loans, powered by Better, our mission is clear: redefine your financial journey. We strive to unlock people's full financial potential, providing clarity throughout every step of the loan process. By making lending approachable, we bring transparency and consistency to the financial world, guiding individuals towards decisions that serve their best interests. Our team comprises passionate, talented, and hardworking individuals dedicated to achieving excellence. Join our team and be part of a dynamic company that values innovation, fosters personal growth, and prioritizes a culture of collaboration and excellence.Essential Job Duties and Responsibilities Manage the end-to-end processing of mortgage loan applications, ensuring all necessary documents are collected and reviewed for accuracy. Collaborate with loan officers, underwriters, and processors to facilitate a smooth and efficient application process. Oversee the organization and maintenance of loan files, ensuring compliance with regulatory standards and company policies. Verify and validate all required documents and information provided by clients. Act as a primary point of contact for clients, providing updates on the status of their loan applications. Address client inquiries and concerns in a timely and professional manner. Collaborate with internal teams, including underwriting, processing, and closing departments, to ensure a coordinated and efficient workflow. Communicate with external stakeholders, such as real estate agents and title companies, to coordinate the closing process. Ensure compliance with industry regulations, company policies, and loan program guidelines. Conduct quality assurance checks to minimize errors and ensure accuracy in loan documentation. Monitor and manage the loan pipeline to track the progress of applications and meet closing deadlines. Provide regular updates to all relevant parties on the status of loans in process. Proactively identify and address issues or challenges that may arise during the loan application process. Work with internal teams to find solutions and ensure a positive client experience. Provide administrative support to loan officers and other team members as needed. Assist in maintaining accurate and up-to-date records in the loan management system. Non-Essential Job Duties and Responsibilities Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions. Promotes interdepartmental communication and culture. Lead, develop and motivate the team across all locations and operational functions. Continued focus to ensure all families (Internal and External) are receiving the best possible service Qualifications and Skills Bachelor's degree in business, finance, or a related field. Previous experience in mortgage lending operations or loan coordination is preferred. Strong organizational and multitasking skills. Excellent communication and interpersonal skills. Detail-oriented with a focus on accuracy. Familiarity with mortgage software and documentation tools. Company Benefits Our total rewards package consists of an hourly wage and a curated benefits plan. We are thrilled to offer all our full-time employees the following benefit offerings: - Benefits eligibility effective DAY ONE - *$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)- Flexible PTO- Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!- Personalized care for every fertility and family care journey for our employees and their partner! - Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match! - Discount programs and perks including pet Insurance! The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided. Disclaimer Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law. We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.
$27k-46k yearly est. Auto-Apply 60d+ ago
Loan Processor
Flexscale
Remote loan services representative job
Internal Job Title: Loan Processor Type of Employment: Full Time Desired No. of Hours per Week: 40 Job Level: Senior Level Who We Are Our client is a private lending firm based in Carlsbad, CA, specializing in fast and flexible financing solutions for real-estate developers and entrepreneurs across the western United States. They take pride in cutting through red tape and structuring deals that traditional banks can't, thanks to their agility and deep expertise in commercial and construction lending. This is a chance to join a dynamic team that helps bring real projects to life and drives lasting impact in the industry. Who You Are We are seeking a detail-oriented and proactive Loan Processor to join our team. The ideal candidate will play a critical role in managing the loan lifecycle from initial application through closing and beyond. This position requires someone who thrives in a fast-paced environment, values transparent communication, and is committed to delivering exceptional service to our clients. What You'll Do Loan Processing & Documentation Review and analyze loan applications for completeness and accuracy Order and review property appraisals, title reports, environmental reports, and other due diligence items Prepare comprehensive loan files and ensure all required documentation is collected and organized Coordinate with borrowers, brokers, title companies, appraisers, and other third parties to gather necessary information Verify borrower information, financial statements, tax returns, and credit reports Ensure compliance with company lending policies and applicable regulations Underwriting Support Assist with preliminary underwriting analysis and risk assessment Prepare loan submission packages for underwriting review Communicate underwriting conditions to borrowers and ensure timely satisfaction of all requirements Review construction budgets, project plans, and development timelines Analyze property cash flows, debt service coverage ratios, and loan-to-value calculations Closing Coordination Coordinate loan closings with title companies, attorneys, and settlement agents Prepare closing checklists and ensure all closing conditions are met Review closing documents for accuracy prior to funding Facilitate smooth and timely loan closings, maintaining our commitment to quick turnaround times Post-Closing & Draw Management Process construction draw requests efficiently and accurately Review draw documentation including invoices, lien waivers, inspection reports, and progress photos Coordinate site inspections and verify completion of work Ensure proper disbursement of funds in accordance with loan agreements Monitor loan covenants and ensure ongoing compliance throughout the loan term Client Communication Serve as a primary point of contact for borrowers throughout the loan process Provide regular status updates and maintain transparent, proactive communication Address client questions and concerns promptly and professionally Build and maintain strong relationships with borrowers, brokers, and referral partners What We're Looking For 2+ years of experience in loan processing, preferably in commercial real estate or construction lending Strong understanding of commercial real estate loan products (land loans, construction loans, bridge loans) Excellent attention to detail and organizational skills Proficient in loan origination software and document management systems Strong analytical skills with the ability to review financial statements and credit reports Exceptional communication skills, both written and verbal Ability to manage multiple loan files simultaneously and meet tight deadlines Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Preferred Experience with private lending or non-traditional financing Knowledge of construction draw processes and construction loan administration Familiarity with title and escrow procedures Understanding of real estate development and construction processes Bachelor's degree in Finance, Business, Real Estate, or related field NMLS license (or willingness to obtain) What We Offer: Work From Home: Fully remote setup with local support Generous Paid Time Off: Start with 18 paid leaves annually U.S. Holiday Observance: Enjoy U.S. holidays off Professional Environment: Join a supportive, growth-oriented global team
$38k-54k yearly est. 8d ago
Loan Processor
Boutique Recruiting
Remote loan services representative job
Job Description We are seeking a top notch Mortgage Loan Processor to join a thriving financial services company. This is a 100% remote position! This person will be responsible for reviewing loan applications, ensuring all necessary documents are included and approving or denying the loans. The ideal candidate will have 2+ years of experience, FHA, VA, USDA, Conventional or Jumbo experience, and strong organizational skills. Encompass experience is preferred but not required. This company offers a high base, strong bonuses per loans and great benefits! Apply now for consideration! Responsibilities for Loan Processor Evaluate credit worthiness by processing loan applications and documentation within specified limits Determine all applicable ratios and metrics and set up debt payment plans Interview applicants to determine financial eligibility and feasibility of granting loans Review active loan files each day to determine if any documents are missing or what can be done to help the process along Identify and recommend products that meets the customer's needs and the organization's lending guidelines Communicate with clients either to request or to provide information Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization Operate in compliance with laws and regulations and adhere to lending compliance guidelines Qualifications for Loan Processor Exceptional communication and customer service skills 3+ years' experience in the consumer loan industry Current registration under the National Mortgage Licensing System and Registry Strong attention to detail Familiarity with computers and banking applications/software Ability to work in a goal-oriented environment Demonstrable customer satisfaction orientation and sales competencies record Deep knowledge of direct/indirect lending products and practices Excellent analytical and mathematical skills Must have FHA, VA, USDA, Conventional or Jumbo experience Encompass experience highly preferred
$34k-47k yearly est. 26d ago
Account Representative- Client Services
Quadax
Remote loan services representative job
Quadax offers the total package: premier healthcare revenue cycle tools supported by a first-class customer service organization. We assist providers to achieve their financial goals of increased cash flow with increased efficiency and decreased expense. Quadax is a national leader in Revenue Cycle Management for laboratories, specializing in outsourced services and cloud-based software. We help laboratories in all disciplines navigate unique reimbursement challenges; emerging medical technology providers particularly benefit from our experience with thousands of successful reimbursement outcomes. Within Quadax EDI Services, the expertise of our Edits & Documentation Group and the partnership of our dedicated support staff give Quadax clients the edge, enabling them to collect better, collect faster, and collect more. We equip you with Xpeditor, featuring comprehensive claims management and editing, with Xtensions for remittance management, denial management, eligibility and claim status transactions, and support for Axis, our Audit Control application for management of RAC and other audits. Quadax is committed to improve the financial performance of organizations in the healthcare industry by creating efficiencies in their revenue cycle with innovative strategies, products, and services built on superior technologies, delivering relational service with integrity and dedication. We put people first, corporately embracing integrity, respect, teamwork, and dependability. Job Description Our Account Representatives act as a conduit between clients, who bill medical insurance claims electronically, and Quadax. The Account Representative is the face of Quadax and interacts with both clients (hospitals and physician practices) and Quadax personnel alike. ***Preferred location for this position is Grand Rapids or Lansing Michigan*** ***This is not a Sales position.*** Responsibilities: Assist clients with setup, some implementation, and daily operations of the Quadax electronic claims processing software called Xpeditor. Must be ready and able to train staff (current and new) on product features as well as everyday use. Read multiple reports and try to identify billing trends for clients. Present clients with additional products and features. Contact different insurance payers while researching reasons why medical claims did not pay or pass edits. Assist clients in writing custom data converts and test these upon implementation. Other duties as assigned. Qualifications Must currently reside in Michigan near Lansing or Grand Rapids Bachelor's degree preferred Detail oriented and good investigative and software troubleshooting skills Must be able to multitask Knowledge of medical billing practices or Electronic Data Interchange processes Ability to maintain a professional relationship with multiple clients while being personable, to establish better lines of communication Must be “jack of all trades” and be able to learn essential functions of the many different departments and teams that stand behind the Quadax product Sufficient public speaking skills Must be willing to travel via plane with overnight stays Ability to maintain confidentiality Additional Information Competitive benefits package including PTO, flex scheduling, health insurance, dental insurance, 401k Employee referral program Various monthly wellness driven initiatives Clean, modern work space Conservative and health conscious culture Paid Holidays Basic Life Insurance and Short Term Disability plans at no cost Yearly reviews with salary increases and opportunity for career advancement Apply Now: ****************************************************************************************************************************************** Redirect=false&jan1offset=-300&jun1offset=-240
$28k-36k yearly est. 6d ago
Loan Services Specialist
Heritage Bank 4.4
Remote loan services representative job
Full-time Description The ideal candidate will be able to work in our Sioux Falls, SD or Willmar, MN office. Will consider a remote work arrangement. Entry level starting wage range is $19 - $23/hr, negotiable with experience. Responsible for a variety of duties and tasks relating to servicing of loans. This is an operations position that also includes contact with the customer. Primary Duties & Responsibilities (90%): Board a variety of new loans to the system and fund proceeds to respective GL's Set up automatic payments, ACH and overdraft protection Pay PMI, taxes, insurance as needed. Releasing collateral upon repayment etc. Credit reporting and dispute resolution, Year-end Tax Reporting Loan Control Balancing and other GL Reconciliations Monitoring daily loan transactions & exceptions using various IQ reports Timely and accurate responses to customer and employee questions and requests Monthly SBA payment reporting and FSA/USDA semi-annual balance reporting Servicing of participated and purchased loans Assist tellers/RM's with loan payment applications Correspond with sub-servicer when customer issues arise Subservicing branch payments and new loan wires Gather documents for audits as requested Set up and monitor ticklers Provide payoff statements Assist SAT with coding and tracking of troubled loans and 1099 C Preparation MLA and SCRA determinations, coding and tracking Secondary Duties & Responsibilities (10%): All Employee Owners help Heritage be successful in any way possible, never saying, “That's not my job.” Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities. Responsible for security as it applies to this position. Responsible for compliance with laws and regulations applicable to this position. Responsible for performing professional and accurate service. Performs other tasks, as assigned. Bank Standards: Mission - Helping People Succeed Financially Ethics - We always do the right thing at work and in our personal lives. Solution - We bring solutions to challenges and are always looking for ways to be better. Ownership - We are accountable in our roles and accept responsibility for our mistakes. Positivity - We bring positive energy and enthusiasm to everything we do. Disclaimer: The statements contained in this describe the general nature and level of work being performed by the person accepting this role. “Secondary Duties and Responsibilities” are considered incidental or secondary to the overall purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job. Employees holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability. Requirements Education: 2-year degree in related field Working knowledge of mortgage loan documentation terminology and methodology Experience: Requires education, expertise, and competence to complete the assignment in accordance with Federal Regulations. Intermediate knowledge of title policies and related loan regulations such as RESPA, HMDA, and other bank lending policies CSI Core experience a plus
$19-23 hourly 30d ago
Loan Processor
Epic Mortgage Group
Remote loan services representative job
Mortgage Loan Processor Epic Mortgage is seeking a highly efficient, detail-oriented, and customer-focused Mortgage Loan Processor to join our dynamic team. This role is crucial in ensuring that loans are processed swiftly, accurately, and within compliance standards, providing a seamless experience for both our Loan Officers and Borrowers. Why Join Epic Mortgage? Competitive compensation paid bi-weekly, with profit-sharing opportunities. Comprehensive benefits package including Medical, Dental, Vision, 401K, HSA, and more. Remote work flexibility with a supportive and collaborative work culture. Extensive training, ongoing support, and opportunities for career advancement. Job Description Key Responsibilities: Process loan applications and gather necessary documentation in line with underwriting requirements. Communicate regularly with Loan Officers, Borrowers, title companies, appraisers, realtors, and other stakeholders to ensure timely and accurate processing. Prepare and review closing packages, legal documentation, and ensure compliance with all regulations. Monitor and maintain loan files, manage documents in LendingPad, and ensure all deadlines are met for loan commitment and closing. Participate in daily virtual team calls and weekly pipeline review meetings. Proactively address potential issues, evaluate credit histories, calculate borrower income, and determine DTI. Maintain a positive team atmosphere and contribute to process improvement initiatives. Qualifications Requirements: High school diploma or equivalent required, associate or bachelor's degree is a plus. Minimum of 2 years of experience in mortgage processing, with a strong understanding of underwriting, compliance, and Fannie/Freddie guidelines. Strong written and verbal communication skills with the ability to work collaboratively in a fast-paced environment. Attention to detail, problem-solving skills, and the ability to manage multiple tasks and deadlines. Proficiency in Microsoft Office, Google Suite, and familiarity with processing systems like LendingPad. Additional Information Epic Mortgage is an Equal Opportunity Employer, committed to the inclusion of all qualified individuals. All your information will be kept confidential according to EEO guidelines. NMLS #2404936 - Equal Housing Opportunity
$30k-42k yearly est. 60d+ ago
Mortgage Loan Specialist
City National Bank of Wv 4.9
Loan services representative job in Winchester, VA
Job Description EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Implements corporate policies and procedures designed to produce profitable first mortgage loans in the retail market served, in order to meet the strategic and financial goals of the Bank. Essential Functions Include: Establish loan production sales goals with the Mortgage Division Manager Actively sell, refer, deliver and promote mortgage loans Provide loan disclosure forms to applicants within regulatory guidelines Maintain a thorough knowledge of all mortgage loan programs offered and a working knowledge of competitive products and services Maintains a working knowledge of loan origination systems and procedures Serve as a liaison for ARM production for assigned Certified ARM Originators Position Requirements Include: College Degree Preferred Minimum of 3 years mortgage lending experience Must be compliant with Loan Officer Qualification Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in the role and within 30 days of employment compliance with NMLS registration and corresponding background check requirements. Position Standards: Submits thorough loan applications with all applicable disclosures Communicates documentation requirements to borrows Generates sufficient loan volume to meet goals. Minimum annual goal of $10 million in originations is required Critical Skills: Good sales techniques Strong attention to detail Good problem solving skills Excellent communication skills
$77k-148k yearly est. 14d ago
Post Closer
Guidance Financial Group
Loan services representative job in Reston, VA
Guidance Residential, LLC is a strong, growing company that specializes in residential mortgage lending. Our team members are a vital strength in our ability to grow and continue to serve our customers. We are seeking a full-time Mortgage Post-Closer to join our Post-Closing department. Under limited supervision, responsible for post-closing document control, packaging of contracts to secondary market investors, transmission of funded loan files to investors and servicers, and collection & follow-up of final loan file documents. Essential Duties and Responsibilities * Prepare credit and legal documentation packages for delivery to mortgage insurance provider, warehouse custodian, secondary market investors and servicer as applicable. * Receive and audit closing package documents Correspond with title companies to obtain outstanding closing documentation. * Input data to investor delivery systems, insure data integrity, reconcile and edit systems and/or delivery reports to insure all errors are corrected prior to data transmission and/or file delivery. * Transmit and/or deliver files to investor and servicing systems. * Perform warehouse line / funding sheet reconciliation * Collect and follow-up with title companies and/or county recorders offices to obtain final loan trailing documentation for delivery to servicer / investors. * Adhere to Freddie Mac, GMAC-RFC and other investor delivery manuals/guidelines and policies and procedures. * Prepare logs and update records as assigned. * Adhere to corporate guidelines, policies and procedures to insure operational soundness within general areas of responsibility. * Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Requirements * Associate's degree (A. A.) or equivalent from two-year college or technical school * One to two year related experience in mortgage banking * Strong attention to detail. * Excellent organizational skills. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Supervisory Responsibilities This job has no direct supervisory responsibilities Job Benefits * Work for an experienced and proven leader in digital mortgage solutions * 14 Paid Holidays per year * Medical/Dental/Health Benefits and Student Loan Paydown * Paid Vacations and Sick Leave * Bonuses * Flexible working environment (open to a remote or hybrid situation) Our offices are conveniently located in Reston, VA and easily accessible from the Virginia, Maryland, D.C. area. We are located within walking distance to the Washington D.C. Metro's Silver Line Wiehle-Reston Station, and we are also only a few miles from the Dulles International Airport. Guidance Residential is an Equal Opportunity Employer.
$30k-39k yearly est. 40d ago
Mortgage Loan Specialist
Burke & Herbert Bank 4.4
Loan services representative job in Winchester, VA
Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. Meet with potential borrowers regarding their mortgage needs. Present bank's mortgage products and services that meet borrower's financial goals. Complete the borrower's application and analyze the borrowers financial and credit data. Lock rate per company and regulatory guidelines. Prepare or request all applicable loan documentation from the appropriate party or department. Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently. Maintain communication with the borrower regarding the loan status. Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements. Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.) Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service. Assist clients with monthly billing and collections cycle. Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections. Work directly with other departments to resolve any issues or concerns with any customer in your portfolio. Other Duties Look for referral opportunities within the company (insurance, deposits, etc.). Other duties as assigned. Skills/Abilities Requires strong networking and interpersonal skills. Financial/quantitative skills. Attention to detail. Strong computer skills including Excel. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Local travel is required for this position. Education and Experience Must be registered with NMLS Federal Registry. Minimum of two years residential mortgage lending experience. A four-year college degree is preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
$33k-41k yearly est. Auto-Apply 9d ago
Entry Level Loan Processor
Latitude Inc.
Loan services representative job in Frederick, MD
Job DescriptionWe are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!Responsibilities Complete and process all applications for business submitted by agents Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies. Submit all completed in good order applications and forms to the proper agencies. Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward. Research and analyze application issues and provide problem resolution Answer agents requests and respond to their needs in a timely manner Additional duties and responsibilities as required by management Requirements Bachelor's degree required Excellent customer service skills Strong organization skills, attention to detail, and ability to multi-task Strong oral and written communication skills At least 2 years of customer experience, preferred Working knowledge of real estate documentation, underwriting policies, compliance, and procedures, preferred
$36k-53k yearly est. 27d ago

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Updated November 10, 2025

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