Loan servicing specialist jobs in Fountain Valley, CA

Reagan Gold Group is a forward-looking financial services firm built on precision, compliance, and a dedication to client success. We are expanding our operations and are seeking an IRA Processor Assistant who will uphold our commitment to excellence while contributing to the growth of our team and the satisfaction of our clients. Role Overview: As an IRA Processor Assistant, you will be responsible for the accurate and timely processing of Individual Retirement Account (IRA) transactions. This position requires strong knowledge of regulations, attention to detail, and the ability to provide both clients and colleagues with informed and dependable support. Key Responsibilities: Process and manage IRA transactions including contributions, rollovers, transfers, distributions, and closures. Ensure all activity complies with IRS regulations, state requirements, and Reagan Gold Group's compliance framework. Provide knowledgeable guidance to clients and team members regarding IRA matters, including required minimum distributions (RMD) and tax reporting. Review and verify documentation for accuracy, resolving discrepancies swiftly. Maintain organized and accurate records, contributing to the efficiency and reliability of the department. Qualification & Skills: Prior experience in IRA processing or financial operations preferred. Strong working knowledge of Traditional, Roth, SEP and SIMPLE IRAs. Excellent organizational skills with keen attention to detail. Clear and professional communication skills, both written and verbal. High level of integrity and discretion when handling sensitive information. What Reagan Gold Group Offers: Competitive salary and benefits package. A supportive team environment where your expertise is valued. The chance to be a part of a growing firm with a long-term vision. Experience: - IRA Processing: 1 year (Preferred) Ability to Commute: Los Angeles, CA 90045 (Required) Work Location: In person (On-Site)

Summary of Primary Functions The Mortgage Loan Servicing team is responsible for the day-to-day servicing and maintenance of Mortgage and HELOC accounts. Primary functions include processing payments, managing escrow accounts, handling payoff requests, posting and balancing transactions, and ensuring compliance with internal policies and regulatory guidelines. The team also responds to member inquiries, performs account research, and coordinates with other departments to resolve issues related to real estate loans. In addition, the Mortgage Loan Servicing team supports any other tasks or responsibilities needed by management, ensuring flexibility and responsiveness to the needs of the department. Skills and Abilities High school graduate or equivalent. Two years' experience in a financial institution, with an emphasis on real estate loan servicing. Basic reading, writing, arithmetic, and communication abilities. Basic knowledge of loan collection documentation and associated regulations. Expert knowledge of practices and procedures within area of concentration. Must have a working knowledge of Microsoft Windows and core system. Duties and Responsibilities Assist members with daily telephone inquiries Monitor and reply to emails related to mortgages and HELOC servicing in a timely manner Provide courteous, prompt and exceptional customer service for all member and/or vendor inquiries Assist with general mortgage loan servicing department duties, as assigned Review and process real estate loan transactions, including loan demands, reconveyance, subordinations and deeds. Timely processing of escrow impounds account transactions Calculate annual escrow/impound account to ensure accurate collection for taxes and insurance Monitor and recommend action for all collateral with delinquent property taxes Review periodic real estate portfolio evaluation reports for suspension or reinstatement of credit limits Handles both routine and non-routine real estate account adjustments and corrections Monitor and update real estate loan systems (internally and externally), as necessary, based on assigned reports Assist with internal audit activities and compliance reviews within the Mortgage Loan Servicing department, as needed. Perform clerical functions including, but not limited to, computer input and typing of designated forms Process end-of-day balancing Maintain current awareness of appropriate regulation laws, internal policies, procedures and practices Provide support in various areas as needed Other duties as assigned NGFCU offers competitive compensation and a rich benefits package including medical, dental, vision, disability and life insurance, and a 401(k)-profit sharing plan with employer matching. Compensation and Job Title is commensurate with experience and may fall under the following pay ranges: Loan Servicing Representative- RE - $22.44/hr to $31.42/hr Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn. NGFCU is an Equal Opportunity Employer Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment-qualified applicants with arrest and conviction records.

Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. This is an in-office position located in Irvine, CA. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required.

Commercial Loan Servicing Spec Sr The Commercial Loan Servicing Specialist Senior works to support an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by supporting data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to senior professionals and consistently works to maintain the accuracy of the company's commercial loan management system. Key Responsibilities and Duties Organizes processing of commercial banking products such as loans, letters of credit and banking guarantees. Reviews data inputs from loan applications and related documentation into a commercial loan management system. Works to ensure quality, accuracy and completeness of data entered into the management system. Coordinates drafting of statements for clients, along with conducting reconciliation and investigation efforts when needed. Provides information on existing loans to clients as requested. Implements best practices for resolving out-of-balance transactions to ensure accuracy of the company's commercial loan management system. Identifies erroneous transactions and reports issues to professionals for issue resolution. Provides assistance and training to junior level employees to ensure high quality delivery of services and products. Minimum Qualifications 3 years of commercial or residential loan servicing experience Preferred Qualifications 5 years of commercial real estate loan servicing experience Knowledge of multifamily loan servicing processes, loan documentation, and regulatory compliance strongly preferred Experience and familiarity with commercial loan documentation Effective time management skills, able to prioritize and multi-task Self-motivated while being a constructive and dependable team player Excellent customer service skills; ability to interpret customer requirements Strong verbal and written communication skills General loan accounting skills Strong analytical and problem solving skills Attention to detail, flexible and adaptable Working knowledge of Microsoft Office Products, including Excel Educational Requirements Vocational and/or Technical Education Preferred Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC

We're seeking a motivated and customer-centric Loan Servicing Specialist to join our growing team at KMFR. In this pivotal role, you'll play a key part in delivering exceptional customer experience by managing accounts throughout the entire loan life cycle. You'll engage with customers through both inbound and outbound channels, handling a wide range of inquiries and account issues. These may include routine payment questions, early- and late-stage delinquencies, insurance claims, title questions, field chase assignments, and repossession coordination. All of this takes place in a fast-paced, call center-style environment that values empathy and professionalism, and quick problem-solving. Every interaction is an opportunity to build trust and loyalty through active listening, clear communication, and thoughtful solutions. We're looking for someone who thrives in a startup culture, is adaptable, goal-driven, and passionate about delivering exceptional customer care while achieving individual and team performance goals. This position will report to the Collections Manager. Key Responsibilities: * Account Management & Customer Engagement: Manage powersports installment loan accounts from funding through payoff, delivering high quality service at every stage of the customer's journey. Communicate with customers via phone, email, SMS, and other approved channels to address payment inquiries, account updates, and other requests with efficiency and care. Proactively resolve early- and late-stage delinquencies by negotiating payment arrangements and offering hardship solutions, always with empathy and understanding. Monitor accounts to identify and address issues early, with the goal of reducing losses and preserving strong customer relationships. * Maintain a Brand-Forward Approach: Represent the company with integrity and professionalism in every interaction, ensuring a customer-centric experience that upholds our brand values and long-term relationships. * Advanced Account Servicing & Research: Review account details including loan terms, payment histories, and contract obligations to assist customers in understanding their balance and next steps. Identify, handle and escalate specialized account concerns such as insurance claims, bankruptcy notices, SCRA, suspected fraud, and title questions. Ensure all accounts are accurately flagged and handled according to regulatory requirements and company policies. * Collections, Recovery & Repossession Coordination: Assign delinquent accounts for field chases or repossession, coordinating with vendors to recover powersports collateral when necessary. Send timely, compliant post-repossession notices. Utilize skip tracing tools to locate customers or the collateral and maintain consistent follow-up on recovery activities. Collaborate with repossession agents and internal recovery teams to ensure a smooth, professional process that reflects the company's brand values. * Customer Advocacy & Issue Resolution: Respond to customer concerns and complaints with professionalism, working toward swift, effective resolutions while maintaining a positive rapport. * Documentation & Compliance: Document all customer interactions, payment arrangements, escalations, and account actions thoroughly and accurately in the Loan Management System (LMS). Maintain compliance with all relevant federal and state regulations, including FDCPA, Regulation F, FCRA, SCRA, TCPA, and other applicable laws, while strictly adhering to internal policies and procedures. Ensure that all servicing activities meet legal and ethical standards, particularly in critical tasks like repossessions, bankruptcies, SCRA, cease & desist and insurance claims. * Collaboration & Continuous Improvement: Work closely with other internal departments. Contribute to team success by participating in special projects, process enhancements, other duties as assigned, and brainstorming sessions aimed at improving customer experience and operational efficiency. Embrace the pace and flexibility of a startup environment, continuously seeking ways to evolve with the business and better serve our customers. Qualifications: * Associate's degree in Finance, Business, or other related field preferred: equivalent work experience will be considered. * A minimum of 4 years of hands-on experience in full-cycle loan servicing, including early- and late-stage collections, account recovery, repossession coordination, and cradle-to-grave account management within the auto, powersports, or consumer finance industry. * Excellent verbal and written communication skills, with a strong focus on empathy, emotional intelligence, and active listening. Ability to de-escalate tense conversations while maintaining professionalism and customer trust. * Strong negotiation, interpersonal and detail-oriented skills. * Proven ability to negotiate payment arrangements with tact, respect and a solution-oriented mindset, even in sensitive or emotionally charged situations. * Highly organized and detail-oriented, with a commitment to accurate documentation and adherence to company procedures, legal requirements, and regulatory standards. * Comfortable using Loan Servicing Systems and CRM tools; proficiency in Microsoft Office applications (Excel, Word, Outlook). Experience in dialer platforms and digital communication tools is a plus. * Strong knowledge of relevant federal and state debt collection laws and guidelines including, FDCPA, Rosenthal Act, Regulation F, FCRA, TCPA, GLBA, EFTA, SCRA, UDAAP, Bankruptcy Code Sections 362 & 524. * Fosters a positive, inclusive, and collaborative team environment rooted in trust, respect, and open communication. Consistently demonstrates professionalism and integrity in all interactions while contributing to a workplace culture that values teamwork, accountability, and shared success. Encourages solution-oriented dialogue, transparency, and alignment with company values to support a healthy, high-performing team dynamic. * Ability to work on-site at our Foothill Ranch, CA office. Profile Differentiators: * Extensive end-to-end loan servicing experience across the auto, powersports, and consumer finance sectors, with a proven track record in early- and late-stage collections, account recovery, repossession coordination, and full account lifecycle management. * Skilled in leveraging technology including skip tracing platforms, Loan Management Systems (LMS), CRM tools, SMS platforms, and auto-dialers. Demonstrates agility in learning and adopting new systems to drive efficiency and customer engagement. * Deep understanding of federal and state regulations, including FDCPA, TCPA, SCRA, UDAAP, repossession laws, and bankruptcy procedures. Maintains a strong commitment to compliance, ethical standards, and risk mitigation in all servicing and recovery activities. * Detail-oriented in account analysis, capable of identifying red flags, complex servicing issues, and special circumstances such as suspected fraud, lien perfection issues, insurance claim, impounds and customer disputes. Ensure accurate and timely documentation in all account records. * Combines assertive recovery strategies with empathetic communication, maintaining a respectful, brand-aligned approach even in high-stress or sensitive financial conversations. Focused on building trust and long-term customer relationships. * Thrives in fast-paced, performance-driven environments, especially within startup or growth-stage companies. Brings flexibility, initiative, and a solutions-focused mindset to a dynamic team culture. Salary: * Salary range: $28-$32 per hour based on experience and qualifications.

Job Description reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: Understand and comply with requirements of all laws and regulations applicable to the position Answer telephone calls regarding routine loan inquiries Update daily indices on the loan core system Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request Audit Rate adjustments and ARM notices as they occur Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance Payoff loans by working with title and escrow to facilitate the payoff Assist with processing Verification of Mortgage forms Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs Board new loans to the loan core system Provide highly responsive and consistent levels of customer service to the Bank's internal and external customers Assist with any departmental duties and projects as assigned Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: Irvine, CA: $52,700 - $62,800 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. 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 essential functions. Education and/or Experience: High School diploma or equivalent required; higher degree preferred Minimum of 3 to 5 years of loan service experience including Freddie Mac and SBA reporting; experience in working with a variety of loan documents and the ability to review and comprehend the loan documents in preparation for loan boarding Skills: Must have a clear understanding of the mechanics and functionality of adjustable-rate loans Basic knowledge of information technology required Extensive experience working with adjustable-rate loans Excellent organizational and communication skills, written and verbal PC proficiency in MS Word, Excel, and Outlook Advanced Excel skills a plus 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 essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs. The Opportunity: The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process. This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $23.40-$28.60 per hour. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Comprehensive Health Care Package (Medical, Dental & Vision) Life Insurance Options (Basic, Voluntary & AD&D) Generous Paid Time Off (Vacation & Holidays) Retirement Savings Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Wellness Support Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Job Description We are looking for a Jr Underwriter / LO Support team member to assist our loan officers in preparing loans for submission. This role is ideal for someone who is detail-oriented, enjoys problem-solving, and enjoys supporting the team in a high-energy and fast-paced environment. Compensation: $70,000 Responsibilities: Assist loan officers with guideline questions and loan scenario clarifications. Assist loan officers with calculating borrower income and preparing necessary documentation. Support loan officers in preparing loans for submission. Maintain organized, accurate records and notes in our systems. Collaborate with team members to ensure smooth loan processing. Cross-train in other areas of the loan process as needed. Qualifications: Prior underwriting and/or Loan Officer Assistant experience. Strong attention to detail and accuracy. Excellent organizational and communication skills. Comfortable using technology and learning new software systems. Ability to work in a fast-paced, team-oriented environment. About Company Why You'll Love Working Here Launch your career as a Junior Loan Officer with a 4-6 week intensive training program Gain the tools, knowledge, and confidence to become a top producer Learn directly from experienced leaders and top Loan Officers Get hands-on experience and build real, marketable skills Work in a high-energy, collaborative culture that's fun, motivating, and rewarding See hard work recognized and follow a clear path for career growth Help clients tap into their home equity and achieve meaningful goals every day

Job Description Unlock New Opportunities as a Foreclosure Real Estate Specialist. Are you a licensed real estate professional looking to expand your career in a high-demand niche? Whether you're an experienced agent or just beginning your real estate journey, this is your chance to specialize in foreclosure and distressed properties-a market filled with opportunity and potential for growth. Why Join Our Team? Specialized Training: Gain in-depth knowledge of the foreclosure process, from pre-foreclosure to bank-owned sales, with expert training and resources. Pre-Qualified Leads Provided: Focus on serving clients, not cold calling. We deliver high-quality leads directly to you. Comprehensive Support: Access professional administrative support, proven marketing tools, and advanced technology to streamline your day-to-day tasks. Upside Earning Potential: With a competitive, commission-based structure, your hard work directly drives your income. Your Role: Assist buyers, sellers, and investors in purchasing and selling foreclosure and distressed properties. Guide clients through the foreclosure process, offering expert advice and ensuring a smooth experience. Stay up to date on local foreclosure listings, market conditions, and investment opportunities. Build long-term relationships with clients and industry partners to generate repeat and referral business. Who We're Looking For: A licensed real estate agent or someone actively pursuing their real estate license. Strong communicators with excellent client service and problem-solving skills. Self-motivated professionals who thrive in a fast-paced, goal-driven environment. Individuals eager to develop expertise in the foreclosure and distressed property niche. Why Foreclosure Real Estate? The foreclosure market offers unique opportunities for real estate professionals to build a profitable, specialized career, even in fluctuating market conditions. With our team's training, tools, and lead flow, you'll have everything you need to succeed in this high-demand sector. Take the First Step Toward Specialization and Success. If you're ready to grow your career, develop specialized knowledge, and help clients uncover valuable opportunities in the foreclosure market, we want to hear from you. Apply today and start your journey with a team dedicated to your success. Compensation: $125,000 - $225,000 yearly Responsibilities: Guide clients through the foreclosure process, ensuring they have a seamless and informed experience. Assist buyers, sellers, and investors in navigating the purchase and sale of foreclosure and distressed properties. Stay informed on local foreclosure listings, market trends, and investment opportunities to provide clients with the best advice. Build and nurture long-term relationships with clients and industry partners to foster repeat and referral business. Collaborate with our team to leverage specialized training and resources, enhancing your expertise in the foreclosure market. Utilize provided pre-qualified leads to focus on delivering exceptional client service without the need for cold calling. Employ advanced technology and marketing tools to streamline your daily tasks and maximize efficiency in client interactions. Qualifications: Must be comfortable using CRMs and digital communication platforms. Real Estate License or currently in the licensing process. Detail-oriented and highly organized with time management skills. Tech-savvy and eager to learn new tools. Self-starter with the ability to work independently. About Company At Keller Williams Irvine, we're more than just a brokerage - we're a powerhouse of opportunity, growth, and success! As the #1 brokerage in Irvine and one of the top offices in all of Orange County, we have proudly served our community for over 20 years. We're home to some of the County's top agents and teams, consistently delivering professionalism, integrity, and results. We've empowered more agents to achieve a 6-figure income than any other office around. Our agents are armed with cutting-edge resources, marketing strategies, and tools to help clients find their perfect high-rise condominium or luxury mansion. Our mission is to build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving. With our proven systems, unparalleled training, and comprehensive support, we help you achieve your goals faster than you ever imagined. Join Keller Williams Irvine - where your success story begins!

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. * Bilingual English/Spanish Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. * High degree of integrity. * Sales mentality. * Adaptable to an ever-changing environment. Average pay range: $23-$26/ hour Pay range only applies to California residents. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. Key Word Tags Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

Job Title: Consumer Loan Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! What You Will Do: Responsible for the end-to-end processing of various Consumer Loan products, including direct and indirect vehicle loans, personal loans, credit cards, lines of credit, and share/certificate secured loans. Ensures timely and accurate funding by reviewing loan documents and underwriter stipulations in alignment with department SLAs. Process and fund consumer loans, including direct/indirect auto, personal, and secured loans. Review and validate required documentation and stipulations provided by underwriters. Coordinate with stakeholders such as dealerships and third-party partners (e.g., iLending) to obtain missing or additional information. Perform clerical and administrative duties such as file maintenance, discrepancy resolution, and loan report validation. Manage daily ACH postings and make necessary loan corrections based on report reviews. Reconcile and maintain department General Ledgers (GLs), track reporting data to ensure accuracy. Conduct quality control reviews for funded indirect loans and other completed reports. Monitor and process GAP refund check requests and maintain related tracking logs. Act as a backup processor for all Consumer Lending functions as needed. Provide support to Retail, Contact Center, and Loan Contact Center teams with loan inquiries and research. Assist in onboarding and training new hires and support branch/frontline team members. Collaborate with internal departments such as Accounting, Risk, Member Operations, and Consumer Lending for issue resolution and process improvements Requirements What We Are Looking For: One (3) to three (5) years of Consumer or Commercial Loan Processing experience or equivalent. High School graduate or equivalent. Thorough knowledge of Credit Union products, services, and policies. Basic Accounting, Microsoft Office, Word, Excel. â ¢ Knowledge of Consumer loan documents, DMV documents and Loan Origination system. Strong analytical, critical thinking and problem-solving skills including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Strong attention to detail and organizational skills. Ability to successfully work independently and in a team environment. Excellent communication skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $ 23-29/hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

The Mortgage Loan Funder is responsible for the review and analysis of approved credit memorandum for commercial equipment lease department obligations, interpretation of terms, conditions, covenants and restrictions on approval, administration of documents, closing and funding of assigned contracts. Conduct preliminary review and analysis of approved loan structure and verification of the documents submitted by -origination source and determine their compliance with Bank's requirements. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Draws loan documents and engage escrow/title for closing coordination 2. Reviews all loan documents for correct signatures, notary information, title reports, escrow instructions, etc. and to maintain compliance with federal, state (wet and dry) and agency guidelines 3. Ensures underwriters have signed off on the file prior to doc and/or prior to fund 4. Provides information to necessary parties to resolve any outstanding issues prior to loan closings 5. Balances Closing Disclosure with closing agents 6. Verifies all fees are disclosed correctly and meets compliance guidelines 7. Deals proactively and professionally with all parties involved in the loan closing to avoid and/or resolve problems at closing 8. Gathers all necessary documents for closing from other parties: hazard insurance information, subordination agreements, payoffs, taxes, etc. in a timely fashion 9. Sign-offs all funding conditions prior to funding 10. Completes pre-closing checklist to ensure compliance with all regulatory and investor guidelines 11. Prepares funding figure and complete signatures necessary according to the authority matrix 12. Sets up wire for closing agent/title with funding department 13. Reviews and funds mortgage loan file in a timely fashion 14. Maintains data integrity of system data fields 15. Reviews Post Closing Disclosure 16. Assumes responsibility for various department functions in the absence of staff members or in overload situations. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma and at least two (2) years of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Work related experience should consist of a loan processing/funding background. * Knowledge of TRID guidelines along with title commitments, hazard, and flood insurance policies. * Knowledge of funding guidelines and procedures for wet and dry states. * Ability to prioritize work and meet funding deadlines. * Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. * Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. * Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. * Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work with no supervision while performing duties. Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 31, 2026.

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation. ESSENTIAL DUTIES & RESPONSIBILITIES Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources. Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs. To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs. Assist client in gathering documentation application requirements, and preparing financial projections, as needed. Analyze credit reports, business plans and tax returns to assess loan feasibility. Develop and conduct training programs in the area of financing for small businesses. Prepare and submit report, as required. Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support. Assist in the development of partnerships with other service providers to increase services to small business clients. Development and presentation of business finance workshops Represent the SELA BSC within the community to public and private entities. Engage in marketing and community and outreach activities. Assist the Director/Manager in other areas as needed. Support strategic priorities and goals established in CRCD's 5-year strategic plan. Uphold CRCD's Mission/Vision and 5 Year Strategic Plan. Requirements Five (5) years of professional experience in loan packaging, preferably alternative capital loans Bilingual (Spanish) a plus Experience in working with small businesses from diverse cultural backgrounds. Knowledge of business planning, general business practices and business financing a must Ability to Develop pro forma statements, cash flows and credit analysis. Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries. Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency. Must display professional and appropriate email etiquette Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner. Extensive knowledge of various funding sources a must Experience in working with economic development program, a plus. BA in Business Administration or relevant field Working knowledge of MS Office Aptitude in decision-making and problem-solving Reliable transportation, valid driver license, and car insurance as required by law, as appropriate. Willing to travel to multiple locations in Southeast LA Ability to occasionally work after office hours and/or weekends, if necessary Proficient in Microsoft Office (Excel, Word, Power Point) Familiarity with CRM platforms and cloud-based software applications Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction. Proficient written and oral communication skills BENEFITS CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including: 14 Paid Holidays On-Demand training memberships to bolster professional development Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance 401k eligibility from day one & up to 3% matching after one year 529 Educational Savings Plan from Principle Flexible Spending Account (FSA) Short & Long Term Disability Accident & Hospital Indemnity Whole life insurance with cash benefits Identity Theft Protection and Legal Services Discount pet insurance through ASPCA Generous work/life balance JOB TYPE: Full-time SALARY RANGE: $75,000-$88,000 All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Ready to break into the mortgage industry but not sure where to start? Federal First Lending is one of the fastest-growing equity-based mortgage companies in the nation, specializing in Home Equity Loans (HELOANs), Home Equity Lines of Credit (HELOCs), and modern equity-access solutions designed for todays market. Were actively hiring Junior Loan Officers to join our high-energy, high-support call center team. This role is the perfect entry point for someone who wants a clear, structured career path to becoming a licensed Mortgage Loan Officer. We provide the roadmap, training, mentorship, and licensing support you bring the drive, coachability, and hunger to grow. What We Provide: Elite training program with hands-on script and sales coaching One-on-one mentorship from top-producing Loan Officers Competitive base pay + uncapped bonus potential A high-energy, supportive team culture Daily access to high-intent inbound leads (no cold calling lists) What Youll Be Doing: Make and receive 100+ calls per day to connect with homeowners who requested a loan quote Provide a warm, professional introduction to Federal First Lending and our loan process Gather basic borrower information and pre-qual details Transfer 15+ qualified leads daily to our licensed Loan Officers Learn to handle objections confidently using our proven scripts, training, and coaching Maintain a positive, upbeat presence on every call Grow your skillset continuously through training, mentorship, and real call experience Who Were Looking For: Outgoing, confident communicator who enjoys talking to people Driven and competitive, with a strong desire for growth Coachable, open to feedback, and eager to learn Strong work ethic and team-player mindset Call center or phone sales experience is helpful, but not required No mortgage experience needed we will train you from the ground up Why Federal First Lending? Advanced training & script mastery coaching Supported path to earn your Mortgage Loan Officer license Fast-track promotion opportunities Uncapped earning potential Modern, in-demand products (HELOANs & HELOCs) Work directly with industry pros and learn skills that last a lifetime At Federal First Lending, we reward performance, promote from within, and invest in people who invest in themselves. If you're ready to hustle, learn, and build a long-term career in mortgage lending, this is your moment.

Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timeframe. ESSENTIAL FUNCTIONS Create LaserPro loan documents for all simple commercial loans (i.e. CRE loans, simple C&I, Working Capital loans, SBA 504,). Review attorney prepared loan documents prior to borrower signing to verify inclusion of Cathay Bank standard provisions, covenants, and other wording in accordance with approval. Validate the receipt of the loan and borrower supporting documentation and that the request follows conditions appearing in loan approval, Bank's policies, procedures, and Federal, State, and other regulatory requirements. Communicate and resolve any supporting documentation issues or questions/clarification on the conditions/wording appearing in loan approval with Lending Unit and/or Cathay legal counsel. If applicable, create escrow closing instruction and pre-closing conditions and any other conditions required for Lender/Borrower information. Receive signed loan documents and perform closing and funding activities including ensuring all loan documents are properly executed by authorized signer and reviewed/signed by Account Officer. Process wire request, remit funds to pay off other lender, obtain Deed of Trust recording confirmation, order tax contracts, UCC filing, set up and maintain tickler and monitoring databases (such as Stucky). Respond to internal and external inquiries in a timely and satisfactory manner (i.e. Lending Units, Loan Servicing, and legal counsel). Track trailing documents (such as recorded Deed of Trust, UCC Filings, and Title policy, etc.). Accept assigned tasks or duties as deemed appropriate by supervisor/manager. QUALIFICATIONS Education: College graduate with major in accounting or business preferred. Experience: 2+ years preparing commercial loan documents and closing/funding commercial loans or experience with commercial lending. Experience generating loan documents using LaserPro is a plus. Skills/Ability: PC Proficient. Strong verbal and written communication skills. Organized and detail oriented. OTHER DETAILS $23.08 - $26.92 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Job Description Summit Home Lending is looking for a motivated and service-driven Junior Loan Officer who already holds an active NMLS license. The ideal candidate has some sales experience, strong communication and relationship-building abilities, and excellent attention to detail. You will join a supportive team committed to your growth, and we will train you to become a successful, full-producing loan officer. If this sounds like the right fit, we encourage you to apply. Compensation: $37,500 - $120,000 yearly Responsibilities: Training & Development (First 4-6 Weeks) Participate in daily training sessions covering loan programs, guidelines, systems, sales processes, and compliance. Shadow top producers and leadership on live discovery calls and closing calls. Practice script work, objection handling, and communication techniques. Learn Summit's internal systems, CRM, LOS, workflow, and lead management process. Complete weekly performance benchmarks to demonstrate progress and readiness for promotion. Sales Preparation Develop a thorough understanding of Summit's HELOC and refinance products, qualification requirements, and lending guidelines. Learn how to structure loans, calculate income, review credit, and analyze client goals. Prepare for client-facing conversations by mastering key metrics and numbers to present during calls. Understand lead sources and effectively manage assigned leads. Client Interaction Readiness Practice building rapport, gathering client goals, and conducting full discovery conversations. Study and role-play closing call structure, objection handling, and commitment techniques. Learn how to present loan options clearly and confidently. Promotion to Loan Officer (Post-Training) Begin making outbound sales calls and handling inbound transfers. Conduct full discovery and closing calls with clients. Sell and structure home equity loans and refinances aligned with client needs. Provide a seamless client experience from the first conversation to submission. Maintain high activity levels, consistent follow-up, and strong pipeline management. Professional Expectations Demonstrate coachability, a strong work ethic, and a desire to grow into a top-producing Loan Officer. Maintain punctuality, professionalism, and adherence to the company's core values. Collaborate with teammates, leadership, processors, and support staff. Uphold compliance, ethical lending standards, and accurate documentation. The more you put in, the more you earn! Qualifications: NMLS Licensed (REQUIRED) - Ready to hit the ground running Confident & coachable - You take feedback & apply it fast Sales or customer service experience? Big plus! Competitive mindset - Former athletes & sales pros thrive here! Money-motivated - You want a career with great earning potential Don't wait - Apply now & start your mortgage career today! About Company Why You'll Love Working Here Launch your career as a Junior Loan Officer with a 4-6 week intensive training program Gain the tools, knowledge, and confidence to become a top producer Learn directly from experienced leaders and top Loan Officers Get hands-on experience and build real, marketable skills Work in a high-energy, collaborative culture that's fun, motivating, and rewarding See hard work recognized and follow a clear path for career growth Help clients tap into their home equity and achieve meaningful goals every day

Job Description The Mortgage Loan Funder is responsible for the review and analysis of approved credit memorandum for commercial equipment lease department obligations, interpretation of terms, conditions, covenants and restrictions on approval, administration of documents, closing and funding of assigned contracts. Conduct preliminary review and analysis of approved loan structure and verification of the documents submitted by -origination source and determine their compliance with Bank's requirements. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Draws loan documents and engage escrow/title for closing coordination 2. Reviews all loan documents for correct signatures, notary information, title reports, escrow instructions, etc. and to maintain compliance with federal, state (wet and dry) and agency guidelines 3. Ensures underwriters have signed off on the file prior to doc and/or prior to fund 4. Provides information to necessary parties to resolve any outstanding issues prior to loan closings 5. Balances Closing Disclosure with closing agents 6. Verifies all fees are disclosed correctly and meets compliance guidelines 7. Deals proactively and professionally with all parties involved in the loan closing to avoid and/or resolve problems at closing 8. Gathers all necessary documents for closing from other parties: hazard insurance information, subordination agreements, payoffs, taxes, etc. in a timely fashion 9. Sign-offs all funding conditions prior to funding 10. Completes pre-closing checklist to ensure compliance with all regulatory and investor guidelines 11. Prepares funding figure and complete signatures necessary according to the authority matrix 12. Sets up wire for closing agent/title with funding department 13. Reviews and funds mortgage loan file in a timely fashion 14. Maintains data integrity of system data fields 15. Reviews Post Closing Disclosure 16. Assumes responsibility for various department functions in the absence of staff members or in overload situations. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma and at least two (2) years of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Work related experience should consist of a loan processing/funding background. • Knowledge of TRID guidelines along with title commitments, hazard, and flood insurance policies. • Knowledge of funding guidelines and procedures for wet and dry states. • Ability to prioritize work and meet funding deadlines. • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 31, 2026.

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.