Loan Specialist - Enterprise Fulfillment
Loan servicing specialist job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Specialist to join Zions Bancorporation on our Enterprise Fulfillment team. The Loan Specialist plays a key role in monitoring commercial loan processes, quality control, data integrity and risk mitigation. Responsibilities include a range of tasks essential to the success of the team and organization. The ideal candidate will bring relevant experience, a commitment to excellence, and a passion for contributing to a dynamic work environment. This position offers the opportunity to make a meaningful impact and grow professionally within the company.
Responsibilities
* Quality control of deal set-up within loan origination system
* Error identification and resolution
* Post-close research and clean up
* Apply standard practices and procedures to solve moderately complex problems.
* Communicate with inter-organizational and external clients on routine and non-routine matters.
* Ensure compliance with banking processes and procedures.
* Provide excellent customer service and maintain strong organizational skills.
* Conduct research and audits as needed.
* Work in a fast-paced environment, meeting deadlines and completing processes efficiently.
* Other duties as assigned.
Qualifications
* 2+ years of banking or loan processing, documentation, servicing, or other directly related experience.
* Proficient knowledge of lending processes, principles, documentation, exceptions, collateral review, covenant review, and loan systems.
* Strong interpersonal and communication skills, both verbal and written.
* Solid organizational and customer service skills.
* Accurate with numeric and verbal aptitudes.
* Strong research and audit skills.
* Ability to work in a fast-paced environment, complete processes, and meet deadlines.
* Proficient with PCs and various word processing, spreadsheet, or related software.
* High School diploma or equivalent. A combination of education and experience may meet requirements.
Work Location
This position is fully in-office and can be based in any of these locations:
* Mesa/Phoenix, AZ
* San Diego, Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Midvale, UT
* Houston, TX
Pay Range: $19 - $38 (Depending on location and experience.)
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 11 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
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
Loan Specialist - Enterprise Fulfillment
Loan servicing specialist job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Specialist to join Zions Bancorporation on our Enterprise Fulfillment team. The Loan Specialist plays a key role in monitoring commercial loan processes, quality control, data integrity and risk mitigation. Responsibilities include a range of tasks essential to the success of the team and organization. The ideal candidate will bring relevant experience, a commitment to excellence, and a passion for contributing to a dynamic work environment. This position offers the opportunity to make a meaningful impact and grow professionally within the company.
Responsibilities
* Quality control of deal set-up within loan origination system
* Error identification and resolution
* Post-close research and clean up
* Apply standard practices and procedures to solve moderately complex problems.
* Communicate with inter-organizational and external clients on routine and non-routine matters.
* Ensure compliance with banking processes and procedures.
* Provide excellent customer service and maintain strong organizational skills.
* Conduct research and audits as needed.
* Work in a fast-paced environment, meeting deadlines and completing processes efficiently.
* Other duties as assigned.
Qualifications
* 2+ years of banking or loan processing, documentation, servicing, or other directly related experience.
* Proficient knowledge of lending processes, principles, documentation, exceptions, collateral review, covenant review, and loan systems.
* Strong interpersonal and communication skills, both verbal and written.
* Solid organizational and customer service skills.
* Accurate with numeric and verbal aptitudes.
* Strong research and audit skills.
* Ability to work in a fast-paced environment, complete processes, and meet deadlines.
* Proficient with PCs and various word processing, spreadsheet, or related software.
* High School diploma or equivalent. A combination of education and experience may meet requirements.
Work Location
This position is fully in-office and can be based in any of these locations:
* Mesa/Phoenix, AZ
* San Diego, Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Midvale, UT
* Houston, TX
Pay Range: $19 - $38 (Depending on location and experience.)
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 11 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
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
Loan Specialist Sales
Loan servicing specialist job in Denver, CO
Loan Specialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position $19.29 and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
Training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
Auto-ApplyBilingual Licensed Junior Loan Officer
Loan servicing specialist job in Denver, CO
Job Description
We are seeking a customer-focused Bilingual Licensed Junior Loan Officer to join a top-producing team! This individual will support the team in delivering exceptional service to clients throughout the loan process, from prequalification to closing. The ideal candidate will have expertise in working with borrowers, including running credit, assessing income, and utilizing LP and DU systems. If you are looking to join a team that brings leads to you, this is a great opportunity!
Compensation:
$70,000 - $100,000 DOE
Responsibilities:
Take applications, gather necessary documentation, structure loans, and prepare files for review by the Loan Officer within 48 hours of receiving the file
Ensure that files are ready for accurate disclosure and submission to processing with all initial documents once the loan is under contract
Exceptional organization and customer service skills
Ability to build trust and rapport with internal and external customers
Expert-level familiarity with all loan programs and guidelines
Maintain constant communication with borrowers, real estate agents, and clients throughout the loan process
Ability to manage a pipeline of 20-30 loan applications a month
Qualifications:
Minimum of 5 years of experience in the mortgage industry
Bilingual required
NMLS license required
The ability to support a top producer and manage a high volume of leads and files is essential
Excellent organizational skills, adept at multitasking, and capable of prioritizing tasks effectively
Strong preference for experience with Encompass software
Proficient in running LP and DU, with the ability to pre-qualify clients and organize loan files
Positive attitude, team player, and dedicated to providing exceptional customer service
Motivated and able to thrive in a fast-paced environment, displaying grit and determination
In-depth knowledge of various loan programs and a strong understanding of guidelines
Skilled in creatively structuring loan scenarios based on clients' best interests
About Company
CrossCountry Mortgage is more than a mortgage! When we started in 2003, our President and CEO, Ronald J. Leonhardt, Jr., had the vision to become a nationwide full-service lender that could provide more to customers, meeting their needs, being there every step of the way, and making homeownership dreams possible and affordable. We're continuing to expand our nationwide footprint, and we're not stopping any time soon!
Come join a smart company that will help you grow both personally and professionally. With the best leadership team in the industry and competitive pay/benefits, CrossCountry offers the full package.
Loan Specialist - Enterprise Fulfillment
Loan servicing specialist job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Specialist to join Zions Bancorporation on our Enterprise Fulfillment team. The Loan Specialist plays a key role in monitoring commercial loan processes, quality control, data integrity and risk mitigation. Responsibilities include a range of tasks essential to the success of the team and organization. The ideal candidate will bring relevant experience, a commitment to excellence, and a passion for contributing to a dynamic work environment. This position offers the opportunity to make a meaningful impact and grow professionally within the company.
Responsibilities
* Quality control of deal set-up within loan origination system
* Error identification and resolution
* Post-close research and clean up
* Apply standard practices and procedures to solve moderately complex problems.
* Communicate with inter-organizational and external clients on routine and non-routine matters.
* Ensure compliance with banking processes and procedures.
* Provide excellent customer service and maintain strong organizational skills.
* Conduct research and audits as needed.
* Work in a fast-paced environment, meeting deadlines and completing processes efficiently.
* Other duties as assigned.
Qualifications
* 2+ years of banking or loan processing, documentation, servicing, or other directly related experience.
* Proficient knowledge of lending processes, principles, documentation, exceptions, collateral review, covenant review, and loan systems.
* Strong interpersonal and communication skills, both verbal and written.
* Solid organizational and customer service skills.
* Accurate with numeric and verbal aptitudes.
* Strong research and audit skills.
* Ability to work in a fast-paced environment, complete processes, and meet deadlines.
* Proficient with PCs and various word processing, spreadsheet, or related software.
* High School diploma or equivalent. A combination of education and experience may meet requirements.
Work Location
This position is fully in-office and can be based in any of these locations:
* Mesa/Phoenix, AZ
* San Diego, Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Midvale, UT
* Houston, TX
Pay Range: $19 - $38 (Depending on location and experience.)
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 11 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
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
Home Loan Specialist I
Loan servicing specialist job in Denver, CO
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
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Easy ApplyLoan Processor II
Loan servicing specialist job in Boulder, CO
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
Process residential mortgage loans. Achieve production and quality metrics. Liaison between loan officer, borrower, underwriter and funding. Prepare and review loan file to ensure completeness of submission and supporting documents, as well as compliance with underwriting and investor guidelines. Monitor overall loan processing cycle time to ensure the loan closes on time. Communicate and coordinate the resolution of issues that delay loan closing timeline.
Essential Functions
The processor is to become the contact for non-licensed activity once the loan is submitted to them.
Monitor the overall lending process, and identify, resolve, and communicate issues that could impact timely closure of loans.
Identify potential issues and communicate to consumer and loan officer.
Request supporting documentation from borrower within required timeframes.
Order and review all third-party documentation, including credit checks, title reports, appraisals, tax returns, verifications of employment/assets, etc. to identify and address potential issues.
Check ratios and verify accuracy of AUS findings and program applicability.
Review and verify documentation integrity to ensure it aligns with findings, completeness and compliance, and submit loan file to underwriting for approval.
Identify qualifying/program issues prior to submission to Underwriting.
Provide options within guidelines and makes recommendations if borrowers may qualify for suitable programs.
Update and verify accuracy of data input into system.
Verify compliance with Company standards, federal and agency regulations, standards, and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc.
Stay current with federal and state regulations and industry guidelines.
Obtain and verify clearance of all underwriting conditions and prepare the file for submission to Closing.
Order generation of loan documents.
Use and modify templates to compose professional correspondence and emails.
Provide status updates to Loan Officers and/or borrowers.
Qualifications
High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred.
Total recent work experience includes two or more years' experience as a Loan Processor processing conventional loan, with at least one year experience in processing FHA or VA loans.
Ability to build strong relationships with loan officers, production, underwriting, closing and other internal and external partners.
Detailed knowledge of overall mortgage lending internal processes and control, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for conventional and FHA or VA loans.
Detailed knowledge of conventional and FHA or VA loans, including various product/program guidelines, necessary conditions for approval, and investor specific guidelines.
Detailed knowledge of valid documentation related to processing consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.).
Ability to prioritize multiple tasks in a deadline-driven environment, strong sense of urgency and responsiveness.
Excellent customer service, interpersonal, verbal and written communication skills
Intermediate math skills.
Strong verbal and written communication skills.
Strong detail orientation and highly organized.
Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs.
Supervision
Depending on experience, work with moderate to intermittent guidance and supervision
Moderate level of independent judgment and discretion related to area(s) of specialization
Receive guidance to resolve/escalate issues of high complexity
Average monthly pipeline is 14 loans.
Travel: 0%
Requirements
Physical: Work is primarily sedentary; occasionally walks and/or stands.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - no substantial exposure to adverse environmental conditions.
Hourly Range $19.0442 to $28.5659 USD
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
This position offers eligibility for incentive compensation.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Loan Review Specialist
Loan servicing specialist job in Denver, CO
Qualifications: A Loan Review Specialist should have a B.A. degree or 5 years work experience in the banking industry with an emphasis on credit analysis and credit risk management. A Loan Review Specialist should display basic technical writing skills and computer proficiency.
Professional certifications:
No regulatory certifications are needed.
Job responsibilities:
A Loan Review Specialist is guided by Loan Review Managers and Directors in the performance of their job responsibilities, but may also be guided by the Shareholders.
Key job responsibilities include the following:
Loan Reviews
1. Conduct loan file reviews to evaluate loan quality, evaluate loan documentation, evaluate institutions' loan underwriting practices and evaluate institutions' overall credit administration practices.
2. Conduct exit conferences with Bank staff outlining review findings in a concise and professional manner. Be prepared to answer questions and offer recommendations for corrective action.
3. Prepare written reports outlining findings and submitting recommendations for clients to address.
4. Prepare and submit request letters within 30 days of scheduled reviews.
5. Provide timely responses to phone messages and emails regarding clients' questions and concerns.
6. Prepare detailed and accurate work papers outlining the scope of work performed, including line sheets for each loan and relationship reviewed.
7. Assess client allowance for loan loss methodology and overall adequacy of allowance amounts.
Required competencies for advancement:
As a Loan Review Specialist progresses with respect to the quality and timeliness of their work, and their understanding of client systems, they will be assigned responsibilities of increasing complexity.
The following competencies must be consistently demonstrated before promotion to a Senior Loan Review Specialist is considered:
Technical
1. The employee must satisfactorily complete assigned training and professional education programs.
2. The ability to complete work within established timeframes.
3. The ability to complete work accurately, including providing thorough and complete documentation.
4. The ability to work independently with limited oversight.
5. The ability to timely and effectively communicate engagement issues, concerns and findings to supervisory personnel.
6. The ability to present findings and recommendations to clients (both verbally and in written reports) in a clear, concise and professional manner.
7. The employee must possess sufficient technical knowledge related to the areas in which work has been assigned, and have the ability to assume work of increasing complexity.
Administrative and Professional
8. The employee must conduct him/her self in a professional manner with confidence and ease in the presence of clients, peers and other FBL personnel.
9. The ability to organize, prioritize and monitor the status of multiple tasks, including timetables.
10. The employee must understand the requirements of various types of engagements.
11. The employee must be familiar with the firm's policies and procedures.
12. The employee must understand industry standards and regulatory and legal requirements.
Mortgage Loan Administrator
Loan servicing specialist job in Longmont, CO
Front Range State Bank is a locally managed independent community bank founded in 1899 with locations in Colorado and Wyoming, offering an array of customized and personalized banking services that meet the needs of businesses and personal clientele. Front Range State Bank takes pride in developing personal relationships with its clients while maintaining the highest level of professional service.
Our mission is to not only provide personalized banking services for our clientele, but to encourage our staff to personally contribute to making a difference in the communities that we serve. The Bank is also working towards being a community leader that balances purpose with profit by considering the impact of its decisions on its workers, customers, suppliers, community, and the environment.
What we are looking for:
Front Range State Bank is looking for a driven, reliable, hardworking employee who wants to make a difference and provide exceptional customer service for our clients and in our community. If your goal is to build a career that is impactful & fulfilling, consider joining our dedicated team. Candidate should be located within the Front Range of Colorado.
Benefit Package Offered: (Subject to Eligibility Requirements)
401(k) Profit Sharing Plan
401(k) Matching
Medical, Dental and Vision Insurance
Heath Savings Account with company contribution
Employer paid Life/LTD
AD&D Insurance
Paid Vacation, Sick and Holiday time
Flexible Spending Account
Professional Development Resources/Tuition Reimbursement
Employee Assistance Program
An annual bonus may be paid to eligible employees based on organization & individual performance.
The Mortgage Loan Administrator will be a key role in the origination of all 1-4 unit residential real estate loan products. This role will work alongside the Mortgage Origination Manger to assure the quick and efficient origination of in-house mortgages, HELOCs, construction loans, secondary market loan, bridge loans, as well as any other 1-4 unit residential loan products the bank offers.
Essential Duties and Responsibilities:
Serve as subject matter expert for all 1-4 units residential real estate products, assisting Officers with the vetting of potential customers.
Assist the Mortgage Origination Manager with the continued maintenance of residential real estate related technology platforms.
Review loan application files for accuracy and completeness, including a pre-underwriting review process.
Responsible for issuing TRID documents as well as closing documents.
Validate and verify loan application data related to assets, liabilities, income, debts, employment, etc.
Submit loan applications to underwriting.
Order applicable documents from third party vendors, i.e. hazard insurance, HOA documents, title documents, etc.
Assist in mortgage loan pipeline management, including, but not limited to, tracking regulatory deadlines, status of each application within the origination process, ordering of appraisals, closing date, etc.
Process rate lock requests.
Assist in overseeing multiple loan files within the closing pipeline.
Assure all Federal & State regulations are adhered to.
Update information in the loan operating system.
Assist in the coordination among all parties in the mortgage lending process.
Master the Bank's loan operating system.
Communicate with and facilitate processes and parties in the origination process.
Operate within a team environment and effectively communicate with customers, lenders, processors, closers and underwriters.
Maintain a high level of customer satisfaction. (internal/external)
Nonessential Duties and Responsibilities:
Provide new Bank Officers with training on mortgage processes and procedures.
Performs all other duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.
Education/Experience:
A bachelor's degree in a financial services related field is preferred. 3+ years Mortgage Loan Administration experience required.
Language Ability:
Ability to understand complicated situations and communicate them in a succent and efficient manner. Must be fluent (reading/writing/speaking) in English. The ability to read, write, and speak Spanish is preferred but not required.
Math Ability:
Ability to work with mathematical concepts such as fractions, ratios, percentage, basis points, and proportions.
Reasoning Ability:
Ability to define problems, collect data, establish facts and draw valid conclusions. Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Team player who must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.
Computer Skills:
To perform this job successfully, an individual must have the ability to adapt to new technological systems such as an LOS, a POS, and various investor portals. Knowledge of Word and Excel is preferred but not required.
Certificates and Licenses:
Existing NMLS registration
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Physical Demands:
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 made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision. While performing the duties of this Job, the employee is regularly required to stand and talk or hear. The employee is frequently required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to walk; sit and stoop, kneel, crouch, or crawl.
Benefits: Standard Bank benefits package
Salary Range: $47,216 - $70,720 depending upon experience
RNB State Bank is an Equal Opportunity Employer
Loan Processor II
Loan servicing specialist job in Boulder, CO
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
Process residential mortgage loans. Achieve production and quality metrics. Liaison between loan officer, borrower, underwriter and funding. Prepare and review loan file to ensure completeness of submission and supporting documents, as well as compliance with underwriting and investor guidelines. Monitor overall loan processing cycle time to ensure the loan closes on time. Communicate and coordinate the resolution of issues that delay loan closing timeline.
Essential Functions
* The processor is to become the contact for non-licensed activity once the loan is submitted to them.
* Monitor the overall lending process, and identify, resolve, and communicate issues that could impact timely closure of loans.
* Identify potential issues and communicate to consumer and loan officer.
* Request supporting documentation from borrower within required timeframes.
* Order and review all third-party documentation, including credit checks, title reports, appraisals, tax returns, verifications of employment/assets, etc. to identify and address potential issues.
* Check ratios and verify accuracy of AUS findings and program applicability.
* Review and verify documentation integrity to ensure it aligns with findings, completeness and compliance, and submit loan file to underwriting for approval.
* Identify qualifying/program issues prior to submission to Underwriting.
* Provide options within guidelines and makes recommendations if borrowers may qualify for suitable programs.
* Update and verify accuracy of data input into system.
* Verify compliance with Company standards, federal and agency regulations, standards, and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc.
* Stay current with federal and state regulations and industry guidelines.
* Obtain and verify clearance of all underwriting conditions and prepare the file for submission to Closing.
* Order generation of loan documents.
* Use and modify templates to compose professional correspondence and emails.
* Provide status updates to Loan Officers and/or borrowers.
Qualifications
* High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred.
* Total recent work experience includes two or more years' experience as a Loan Processor processing conventional loan, with at least one year experience in processing FHA or VA loans.
* Ability to build strong relationships with loan officers, production, underwriting, closing and other internal and external partners.
* Detailed knowledge of overall mortgage lending internal processes and control, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for conventional and FHA or VA loans.
* Detailed knowledge of conventional and FHA or VA loans, including various product/program guidelines, necessary conditions for approval, and investor specific guidelines.
* Detailed knowledge of valid documentation related to processing consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.).
* Ability to prioritize multiple tasks in a deadline-driven environment, strong sense of urgency and responsiveness.
* Excellent customer service, interpersonal, verbal and written communication skills
* Intermediate math skills.
* Strong verbal and written communication skills.
* Strong detail orientation and highly organized.
* Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs.
Supervision
* Depending on experience, work with moderate to intermittent guidance and supervision
* Moderate level of independent judgment and discretion related to area(s) of specialization
* Receive guidance to resolve/escalate issues of high complexity
* Average monthly pipeline is 14 loans.
* Travel: 0%
Requirements
* Physical: Work is primarily sedentary; occasionally walks and/or stands.
* Manual Dexterity: Frequent use of computer keyboard and mouse.
* Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
* Environmental: Office environment - no substantial exposure to adverse environmental conditions.
Hourly Range $19.0442 to $28.5659 USD
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
This position offers eligibility for incentive compensation.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Partner Loan Onboarding Specialist (Indirect Lending)
Loan servicing specialist job in Centennial, CO
Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy. Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint. We envision a world where everyone can participate in the clean energy movement.
Primary Purpose of Position:
The Partner Loan Onboarding Specialist is a key member of Clean Energy Credit Union's loan team; ensuring loans originated with our trusted lending partners are processed and borrower memberships established in a timely matter. This role's primary responsibility is to own our participating partner loan program process from document verification to booking, funding, and membership intake. This includes reviewing loan packages to ensure they are accurate and complete, and executing appropriate loan partner or member follow up as needed. The Partner Loan Onboarding Specialist will onboard loans to the credit union's core operating system. This role frequently engages with lending partners and members directly via email and phone to address loan documentation or membership intake questions. This position may be eligible for hybrid work.
Job Description
Essential Functions:
• Acts as the primary contact for participating lending partners post signing of the loan agreement.
• Manages partner portals to gather and maintain accurate loan documentation.
• Maintains checklists for loan documentation and membership intake.
• Uploads and/or scans documents, verifying documents are stored and viewable through the imaging system.
• Prepares funding for completed loan files.
• Research member requests and requests from auditors/examiners.
• Verifies accuracy of loan information and completeness of documents needed for loan to proceed to disbursement.
• Responsible for opening new accounts, ensuring all account details are accurately processed, and collaborating with members to collect and verify required documentation as needed.
• Collaborate with lending partners to obtain documentation for review when necessary.
• Provides high level of member service when communicating with members as well as coworkers.
• Assists team members with loan booking and the remittance of loan funds.
• Performs backup support for the Lending Team, assisting with contact center needs, loan closings, and related tasks as required.
• Provides accurate information about credit union policies, procedures, and services to members.
• Maintains a thorough understanding of current state and federal laws and regulations.
• Assists with projects, internal operations, and other duties as requested.
Position Titles That Report to this Position
• None
Desired Job Competencies
• Excellent member service skills
• Ability to communicate over the phone, online, or in person with the public. Advanced skills in Microsoft Office products and Adobe Acrobat.
• Understand and Comply with all annual mandated training that pertains to the position, including but not limited to Bank Secrecy Act/Anti-Money Laundering/OFAC/Cybersecurity/Diversity & Anti-Harassment/Fair Lending
• Attention to Detail - Ensuring that information collected, provided, and/or evaluated is consistent with all related information available; holding to regulatory standards, recognizing that they exist to protect and honor members' financial well-being.
• Driving for Results - Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement.
• Demonstrates Integrity - Gaining others' trust by acting with integrity and following through on commitments while disclosing own positions, treating others and their ideas with respect, and supporting them in the face of challenge.
• Communication - Possessing and utilizing compelling written and verbal communication skills. Listening and adapting to receive instructions, concerns, and spoken/written needs.
Desired Education and Work Experience
• High school degree or equivalent required.
• Minimum 2 years of experience working at a credit union or similar financial institution.
• Minimum 3 years of customer services experience
• Lending or collections experience at a financial institution a plus
• Comprehensive understanding of indirect loan processing a plus
Working Environment/Physical Activities
This job operates in a professional office environment and may be eligible for hybrid work. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.
• Sedentary computer work.
• Position is subject to irregular hours.
• May require occasional travel to attend off-site meetings and or conferences.
• Must be able to lift 35 lbs.
• Ability to read, write, and understand English fluently.
Auto-ApplyLoan Administrator
Loan servicing specialist job in Centennial, CO
Who we are
We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we build and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.
Our mission
Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.
Our values
Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
Community: We're proud to support each other and our local communities. We win when our customers win.
To learn more about us, visit ***************************
About the role
The Loan Administrator provides administrative support to loan officers. This role is responsible for performing general record keeping and clerical functions. This position is primarily responsible for handling loan documentation related to commercial, agricultural, and consumer loans.
Position is located at 7777 E Arapahoe Rd, Centennial, CO 80112. It is not a remote position.
Pay Range
Position offers an hourly pay rate between $26.50-35.00/hour USD, depending on applicable experience.
What you will do
Prepare and maintain loan documentation, including promissory notes, security agreements, and collateral documents.
Verify insurance requirements are correct and up-to-date.
Ensure that all documents are properly executed and compliant with regulatory requirements.
Monitor and track loan files to ensure they are up to date with relevant information, commercial loan covenants, and compliance requirements.
Maintain the file monitoring system (Tickler Reports).
Assist in the preparation of loan disbursements and payments, maintaining accurate records throughout the loan cycle.
Maintain open and clear communication with customers, providing assistance and responding to inquiries.
Collaborate with lending officers, credit analysts, and other departments to facilitate the loan origination and servicing processes.
Other duties as assigned.
What you will need
Associates degree or greater in related field preferred
2+ years related experience Required.
Familiarity with Fiserv Premier Banking System, LaserPro, or other banking systems a plus.
Attention to detail necessary in role.
What we offer
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation, Sick, and Holiday time
A competitive 6% 401k match
And more!
Candidate must pass a pre-employment screening including credit history and criminal record check.
Our company provides equal employment opportunities (EEO) 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.
Loan Coordinator Set-Up
Loan servicing specialist job in Grand Junction, CO
- Responsibilities/Duties/Functions/Tasks
The purpose of this position is to ensure the efficient and effective implementation of all business objectives at the start of the mortgage process in operations.
· Assists with “new loan set up” for mortgages applications
· Assists mortgage loan processors and closers with follow-up documentation
· Performs related office duties
Qualifications
· Basic reading, writing, and arithmetic skills
· Strong attention to detail
· Strong communication skills, both written and oral
· Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
· Ability to multi-task and be proactive
· Strong computer proficiency and knowledge of Microsoft Office applications
· Familiarity with Accounting terms and procedures (e.g., debits, credits, General Ledgers, etc.)
Preferences
· Ability to type 50 wpm
· Reporting skills, administrative writing skills, managing processes, organization, analyzing information, professionalism, problem solving, supply management
Company Conformance Statement
In the performance of assigned tasks and duties all employees are expected to conform to the following:
§ Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
§ Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
§ Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
§ Ensure every action and decision is aligned with PRMI values.
§ Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
§ Realize team synergies through networking and partnerships across PRMI.
§ Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
§ Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
§ Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
§ Work effectively as a team contributor on all assignments.
§ Perform quality work within deadlines.
§ Respect client and employee privacy.
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Mortgage Loan Set Up Specialist
Loan servicing specialist job in Aurora, CO
Job Description
Compensation: $40K annually plus production bonus
At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo.
See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here.
Casual work environment
Family-owned, Customer-focused
Denver Post Top Workplace
Top 50 Family-Owned Business
Best of Colorado Business
Inc. 5000 Fastest-growing Private Company
JOB SUMMARY
Program Set Up is responsible for pulling and analyzes the credit report, completes the 1003 and loan estimates. Also structure the loan program to suit the borrower's needs. Work in a faced paced environment and apply knowledge of loan programs and guidelines to structure a loan that fits the borrower's goals.
WHAT YOU WILL BRING
Working knowledge of MS Excel, Word, Access and Power point
Excellent oral and written communication and interpersonal skills with the ability to develop working relations with business associates at a positive level
Mathematical skill - ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
Ability to compute rate, ratio, percent and to draw and interpret bar graphs.
Knowledge mortgage underwriting systems: AUS, DO, DU
High School diploma
1+ years mortgage industry experience
Experience with pulling and analyzing credit report
DUTIES AND RESPONSIBILITIES
Knowledge mortgage underwriting systems: AUS, DO, DU
Ability to evaluate credit reports
Be familiar with various mortgage loan products - CHFA, FNMA, FHLMC, Conventional
Analyzes and interprets financial data to fit established parameters set by industry.
Maintain a secure environment for loan process files.
Good moral ethics conduct.
Communicates any concerns on possible misrepresentation or fraudulent documentation/activity to Branch Manager and/or Processing Supervisor, if necessary.
Must be able to work on weekends
Compensation: $19.25 hourly + Bonus
WHAT WE BRING
Medical, Dental, Vision, 401k
Paid time off and sick days
Paid holidays
Long-term paid disability
Paid maternity and bonding leave
Full desk equipment provided
American Financing Corporation (AFC) is an Equal Opportunity Employer. AFC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis protected by law. All employment is decided on the basis of qualifications, merit and business need.
Auto Loan Processor
Loan servicing specialist job in Greenwood Village, CO
Auto Loan ProcessorAbout the Role We are seeking a detail-oriented Auto Loan Processor to join our dynamic team. In this role, you will play a critical part in ensuring the accuracy and compliance of auto loan documentation. If you thrive in a fast-paced environment and have a keen eye for detail, this position is for you!
Key Responsibilities
+ Review 10-20 loan files at a time for accuracy and completeness.
+ Compare documents against data in multiple computer systems.
+ Verify all information before approving for disbursement.
+ Communicate with dealerships or credit unions via email to resolve missing or incomplete documentation.
+ Flag any discrepancies or compliance issues.
+ Occasionally make phone calls to clarify information (minimal phone work).
Required Skills & Qualifications
+ 1+ year experience in a high-volume, fast-paced data entry role.
+ 1+ year office experience in administrative support, banking, data entry, or dealership operations.
+ Proficiency in Microsoft Excel (editing spreadsheets, tracking data, using multiple tabs).
Preferred Qualifications
+ Previous experience processing auto loans or consumer loans.
+ Background in banking or financial services.
+ Customer service experience in a financial setting.
Top Skills
+ Data Entry
+ Loan Documentation
+ Banking & Loan Servicing
+ Administrative Support
+ Order Entry
Why Join Us?
+ Competitive compensation and benefits.
+ Opportunity to work in a collaborative, professional environment.
+ Growth potential within the financial services industry.
#westpriority25
Job Type & Location
This is a Contract to Hire position based out of Greenwood Village, CO.
Pay and Benefits
The pay range for this position is $22.00 - $22.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Greenwood Village,CO.
Application Deadline
This position is anticipated to close on Jan 2, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Loan Administrator
Loan servicing specialist job in Steamboat Springs, CO
Full-time Description
Do you enjoy serving clients and interacting in our community? Do you have the ability to multi-task in a fast-paced environment and provide exceptional customer service? Are you looking for an opportunity to work in a rewarding team environment?
YVB is seeking a Loan Administrator who will be responsible for processing loan documents for new and existing loan relationships, booking loans, and handling internal auditing and reconciliation tasks.
$21.00 per hour, depending on experience.
Eligible for Annual Discretionary Bonus. Benefits include: Medical, Dental, Vision, Disability, Life, Paid Time Off, 401(k) with Match.
Qualifications include:
· High School Diploma or equivalent required; Bachelor's degree preferred.
· At least one year of experience in a professional environment required; experience in a lending environment preferred.
· Computer skills including sufficient knowledge of Word, Excel, Adobe Acrobat and/or the ability to quickly learn these and other proprietary or bank-specific programs and models.
· Basic knowledge of accounting principles such as debiting and crediting.
· Excellent oral and written communications skills.
· Exceptional customer service skills.
· Excellent records and file management skills.
· Excellent attention to detail.
· Ability to quickly address and resolve problems and meet sudden deadlines.
· Ability to make decisions and recommendations (within incumbent's level of authority) on difficult and important issues affecting individual loan transactions.
· Possesses ability to produce and organize written documents with minimal supervision or review.
· Is able to understand and abide by all Bank policies, procedures, laws and regulations.
**Please check your junk/spam mail for emails from our Recruitment team**
Loan Processor I
Loan servicing specialist job in Greenwood Village, CO
With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.
The Loan Processor I has the responsibility of providing excellent dealer, credit union and member service when interacting with all parties to accurately complete documentation vetting/verification and funding of auto loans. This individual actively processes and funds applications in one system.
What you will do:
Review/Quality Control contracts from dealers to ensure policies and procedures are followed.
Follow up with dealers to collect missing items or stipulations.
Responsible for sending completed loan packages to appropriate credit unions for final funding and/or completing funding on their behalf.
Work to foster and enhance teamwork within the organization. Provide the highest quality products and services to each other and our clients. Consistently promotes and models the culture and values of CUDC. Demonstrates the behaviors aligned with each value with clients and employees across the organization.
The ideal candidate:
Education:
High School education required
Experience:
Minimum of two years office experience working in a auto/lending service environment.
Minimum of two years Credit Union processing experience a plus.
Solid understanding of lending and loan processing procedures.
Specialized Skills:
Work independently with a high level of initiative.
Excellent oral, written, presentation and analytical skills.
Ability to organize, prioritize work, meet deadlines and established goals.
Specialized problem solving and trouble shooting skills.
Excellent internal and external customer service skills.
Proficient in Microsoft Office programs.
Excellent attention to detail with a high accuracy rate.
Perks and Benefits
Flexible Working Environment
Paid Time Off
401k (8% match)
College Tuition Benefits/ Tuition Reimbursement
Good Benefits options
Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.
The starting hourly range for this full-time position in Greenwood Village, CO is $18.81 - $20 an hour. This base pay will take into consideration internal equity, candidate s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company s discretion on an individual basis.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.
Loan Specialist Sales
Loan servicing specialist job in Denver, CO
Loan Specialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position $19.29 and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
Training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
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Home Loan Specialist II
Loan servicing specialist job in Denver, CO
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
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Easy ApplyBilingual Licensed Junior Loan Officer
Loan servicing specialist job in Denver, CO
We are seeking a customer-focused Bilingual Licensed Junior Loan Officer to join a top-producing team! This individual will support the team in delivering exceptional service to clients throughout the loan process, from prequalification to closing. The ideal candidate will have expertise in working with borrowers, including running credit, assessing income, and utilizing LP and DU systems. If you are looking to join a team that brings leads to you, this is a great opportunity!
Take applications, gather necessary documentation, structure loans, and prepare files for review by the Loan Officer within 48 hours of receiving the file
Ensure that files are ready for accurate disclosure and submission to processing with all initial documents once the loan is under contract
Exceptional organization and customer service skills
Ability to build trust and rapport with internal and external customers
Expert-level familiarity with all loan programs and guidelines
Maintain constant communication with borrowers, real estate agents, and clients throughout the loan process
Ability to manage a pipeline of 20-30 loan applications a month
Minimum of 5 years of experience in the mortgage industry
Bilingual required
NMLS license required
The ability to support a top producer and manage a high volume of leads and files is essential
Excellent organizational skills, adept at multitasking, and capable of prioritizing tasks effectively
Strong preference for experience with Encompass software
Proficient in running LP and DU, with the ability to pre-qualify clients and organize loan files
Positive attitude, team player, and dedicated to providing exceptional customer service
Motivated and able to thrive in a fast-paced environment, displaying grit and determination
In-depth knowledge of various loan programs and a strong understanding of guidelines
Skilled in creatively structuring loan scenarios based on clients' best interests