Loan servicing specialist jobs in Gilbert, AZ - 101 jobs

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. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local 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 currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr 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.

About this role: Wells Fargo is seeking Loan Servicing Representatives to join the Auto Operations Group in Chandler, AZ. This team is part of our Consumer Lending business. Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today for opportunities in the following areas: Reinstatements Legal Letters Repossession Operations Vendor Support Invoicing Impounds Aftermarket/Letter of Guarantee/Specialty Operation Support Loss Recovery Payment Operations Bankruptcy Operations Titles In this role, you will: Support Loan Servicing functional area or processes Identify opportunities to improve various areas within Loan Servicing and recommend solutions Review, research, analyze, calculate, and submit mortgage claims that are moderately complex in nature Perform moderately complex administrative, transactional, operational, or customer support tasks Review, research, process, and respond to written and phone inquiries of moderate to high complexity from customers, title companies, vendors, and internal personnel pertaining to loans and various areas within Loan Servicing Receive direction from Loan Servicing supervisors Escalate non-routine questions to experienced individuals Use relevant information and independent judgment to review and file claims while ensuring compliance with all federal, state, client, and company policies, procedures, and regulations Interact and communicate with agencies, investors, insurers, mid-level management, staff, and cross business units, as well as internal or external customers Provide guidance to less experienced peers Required Qualifications: 2+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Experience within auto financial operations and/or automotive industry. Experience executing in a fast paced, high demand, production environment while balancing multiple priorities. Ability to multi-task to meet deadlines/service level agreements (SLAs), achieve goals, and work under pressure in a dynamic and complex environment. Ability to negotiate, influence, collaborate, and facilitate issue resolution with both internal and external parties. Excellent analytical skills with high attention to detail and accuracy. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Customer Service focus with the ability to listen to customer needs and recommend solutions. Job Expectations: Must be able to attend full duration of training. Flexible to work any hours between 6 am - 7 pm. Hours may adjust bi-annually, based on Daylight Savings Time Work on-site at the location posted This position does not offer relocation assistance This position is not eligible for Visa sponsorship Job Location: 2501 S Price Road - Chandler, Arizona 85286 (109808) Posting End Date: 14 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking Loan Servicing Representatives to join the Auto Operations Group in Chandler, AZ. This team is part of our Consumer Lending business. Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today for opportunities in the following areas: * Reinstatements * Legal Letters * Repossession Operations * Vendor Support Invoicing * Impounds * Aftermarket/Letter of Guarantee/Specialty Operation Support * Loss Recovery * Payment Operations * Bankruptcy Operations * Titles In this role, you will: * Support Loan Servicing functional area or processes * Identify opportunities to improve various areas within Loan Servicing and recommend solutions * Review, research, analyze, calculate, and submit mortgage claims that are moderately complex in nature * Perform moderately complex administrative, transactional, operational, or customer support tasks * Review, research, process, and respond to written and phone inquiries of moderate to high complexity from customers, title companies, vendors, and internal personnel pertaining to loans and various areas within Loan Servicing * Receive direction from Loan Servicing supervisors * Escalate non-routine questions to experienced individuals * Use relevant information and independent judgment to review and file claims while ensuring compliance with all federal, state, client, and company policies, procedures, and regulations * Interact and communicate with agencies, investors, insurers, mid-level management, staff, and cross business units, as well as internal or external customers * Provide guidance to less experienced peers Required Qualifications: * 2+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * Experience within auto financial operations and/or automotive industry. * Experience executing in a fast paced, high demand, production environment while balancing multiple priorities. * Ability to multi-task to meet deadlines/service level agreements (SLAs), achieve goals, and work under pressure in a dynamic and complex environment. * Ability to negotiate, influence, collaborate, and facilitate issue resolution with both internal and external parties. * Excellent analytical skills with high attention to detail and accuracy. * Ability to navigate multiple computer systems, applications, and utilize search tools to find information. * Customer Service focus with the ability to listen to customer needs and recommend solutions. Job Expectations: * Must be able to attend full duration of training. * Flexible to work any hours between 6 am - 7 pm. * Hours may adjust bi-annually, based on Daylight Savings Time * Work on-site at the location posted * This position does not offer relocation assistance * This position is not eligible for Visa sponsorship Job Location: * 2501 S Price Road - Chandler, Arizona 85286 (109808) Posting End Date: 14 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Do you enjoy working in a production-based environment that allows you to help evaluate and coach front line associates and offers career growth? As a Transactions Specialist IV in Receivables Operations, you will develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. You will also facilitate growth by refining technology-motivated customer and client experiences that put users first, providing an unparalleled experience. Job responsibilities Ensure workload is completed as outlined in departmental procedures and policies Understand portfolio and tools used to support client processing requirements Provide training to new and existing employees Interface with other operations departments to research and resolve inquiries Make routine decisions and determining proper courses of action within the limits of standard policies and procedures Participate in evaluations, coaching, and counseling sessions of front line associates Participate on projects aimed at enhancing the customer experience as identified through escalation matters Required qualifications, capabilities, and skills Remittance Processing experience with proven ability to effectively lead a team Ability to analyze and comprehend client's standard operating procedures and instructions Production environment focus around meeting deadlines and quotas Keen sense of quality control and practices Proven ability to lead in a production/operations environment Strong written and verbal communication skills Functional experience with MS Office, including Word, Excel, Access, and PowerPoint Work Schedule: Monday - Friday, 5am - 1:30 pm This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change. A Government Security Clearance may be required for this position. This includes, but is not limited to: • Fingerprints • Credit Check • Employment History • Tax Filing History (possibly) • References (possibly) • Proof of U.S. Legal Permanent Residence

Job description: Launch Your Career in Mortgage Finance with Loan Simple's P.A.T.H. Program Are you ambitious, motivated, and hungry for a career that rewards hustle with six-figure potential? Do you want to help everyday people achieve the American dream of homeownership - while creating your own path to financial freedom and personal growth? If that sounds like you, your future starts here. Welcome to the P.A.T.H. - Your Professional Advancement Training & Honors Program At Loan Simple, we don't just offer jobs - we build careers. Our Junior Loan Officer P.A.T.H. program is a fully paid, hands-on apprenticeship designed to turn high-potential individuals into licensed Loan Officers ready to thrive in one of the most rewarding industries in the country. In just 3-4 months, you'll go from apprentice to licensed professional, supported every step of the way with world-class training, real-world experience, and personalized coaching. What You'll Do: Field sales calls and help future homeowners take their first step Learn the ins and outs of mortgage finance while earning a paycheck Build rapport, ask the right questions, and deliver trusted service Train for your license - we pay for your course and fees Earn promotions and income increases at each milestone Graduate to a full Loan Officer role - with uncapped earning potential What is a Loan Officer? A Loan Officer is a licensed financial expert who helps people secure the ideal home financing based on their needs. You'll learn how to: Understand credit and loan programs Navigate federal and state lending guidelines Offer real solutions that build real wealth for your clients Why Join Loan Simple? Founded in 1997, Loan Simple is a national, forward-thinking mortgage lender built to grow - and help you grow with us. We combine the energy of a high-performance sales culture with deep expertise, exceptional tech, and unwavering support. The Perks: Paid training and licensing (we cover all costs) Coaching, mentorship, and skill workshops Amazing culture and high-performance team environment Career advancement from day one Medical, dental, vision, 401K, FSA Growth. Leadership. Legacy-building. What You Bring: Sales or customer service experience (retail, hospitality, service industry, etc.) Competitive spirit and relentless drive to succeed A self-starter mindset and hunger to learn Strong communicator and team player Integrity and work ethic above all Ask Yourself: Are you ready to launch your career? If the answer is yes-don't wait. We're growing fast, and spots are limited.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Reports To: Sales Support Manager Primary Functions: Generate initial loan disclosures that are compliant with Global Credit Union polices and procedures. Generate re-disclosures as applicable for loan changes through the loan process. Coordinate with Production and Compliance to determine changes in circumstances and fee variances. Duties and Responsibilities: Prepare initial disclosures within required regulatory timeline. Verify loan fees for accuracy to ensure compliance with TRID, RESPA and ECOA. Prepare re-disclosures within required regulatory timeline. Validate the change in circumstance and proper documentation to ensure compliance with TRID, RESPA and ECOA. Maintain a high level of member service and internal service with timely responses and accurate information, maintaining thorough knowledge of TRID regulatory requirements. Responsible for understanding and utilizing matrixes based on state and county to ensure accurate fee disclosure per geographic location. Review general information on the loan to determine loan product and fee validation. Thorough knowledge of FHA, VA, USDA, HUD 184 and Conventional PMI required to identify appropriate calculations and data discrepancies. Ensure loans requiring mortgage insurance are appropriate disclosed. Use Symitar to determine membership status. Include membership paperwork in initial disclosure package if applicable. Adhere to department turn-times and minimum file expectations. Participate in seminars and other training to maintain required knowledge and skill development. Complete all training within specified deadlines. Assist in training other Disclosure Specialists. Perform other duties as assigned. Qualifications Education: Associates degree or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions. Creditable Experience in Lieu of Education: Two years related work experience, preferably in mortgage lending or accounting and strong member service background required. Experience/Skills: Must be able to type 35 wpm, operate a 10-key calculator and be familiar with on-line data operations. Must have ability to diplomatically handle difficult situations and manage priorities daily. Tenure: Mortgage Disclosure Specialist II (Category 12) requires a minimum of one year tenure in the Mortgage Disclosure Specialist I (Category 13) position with performance that meets or exceeds expectations. Mortgage Disclosure Specialist III (Category 11) requires a minimum of one year tenure in the Mortgage Disclosure Specialist II (Category 12) position with performance that meets or exceeds expectations. Promotion requires recommendation by the supervisor or manager. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Mortgage Disclosure Specialist I (Category 13): $49,284 - $73,391 annually Mortgage Disclosure Specialist II (Category 12): $53,226 - $81,405 annually Mortgage Disclosure Specialist III (Category 11): $57,484 - $90,230 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Full-time Description Start Hungry. Grow Relentless. You don't need decades of experience; you need drive. We're looking for entry-level Loan Officers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse. This is your launchpad. We pay for leads. You bring the ambition. What You'll Do: Connect with warm, qualified leads no cold calling Learn how to assess borrower needs and match them with the right loan product Build your pipeline and manage loan files from start to finish Work closely with senior loan officers, processors, and underwriters Deliver exceptional service while learning the ins and outs of mortgage lending Stay sharp on industry trends, compliance, and best practices What You'll Learn: Loan origination systems and documentation Mortgage products, underwriting guidelines, and regulatory compliance Sales techniques, pipeline management, and client communication How to close deals and build long-term client relationships The mindset and habits of top performers in the industry Requirements What You Bring: A hunger to learn and grow - no mortgage experience required Strong communication skills and a client-first attitude Ability to stay organized and manage multiple tasks Confidence, coachability, and a competitive spirit High school diploma required; college degree preferred Must be willing and able to obtain mortgage licensing (we'll help you get there) Why You'll Love It Here: Paid leads we invest in your success Structured training learn from the best in the business Fast-track growth clear path to senior roles and higher commissions Supportive culture mentorship, collaboration, and celebration Big energy we work hard, win big, and have fun doing it This Is More Than a Job. It's Your Breakthrough. If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now. Apply Today. Let's Build Something Big.

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.

Full-time Description The Federal Savings Bank is a dynamic, rapidly growing, and veteran-owned and operated bank. As we continue to grow in the ever-evolving mortgage industry, we are seeking driven, enthusiastic individuals to grow with us as a Consumer Direct Junior Loan Officer for our Scottsdale, AZ sales team. With on-the-job training from our most prosperous and experienced sales professionals, we will provide the tools and resources you need to thrive and succeed in the mortgage industry! What to Expect Execute our best in class training plan to achieve success from day one Utilizing a Five9 dialer to make outbound phone calls to warm leads Support a top producing Senior Vice President with lead generation and follow up Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry! Managing leads in our CRM Provide fantastic customer service to clients Consistently exceed borrower expectations. Always giving "Wow" service! What We Offer As a federally chartered bank with the ability to lend in all 50 states Unlimited access to portfolio loan products and a billion-dollar database Top of the line software with tools and resources to help you succeed Mass texting Opportunity for growth and career advancement Requirements High school diploma or GED required Professionals from the following fields have proven to be highly successful for this role: debt consolidation, insurance sales, time shares, and auto sales As one of the top VA lenders, Veterans are encouraged to apply! Benefits Comprehensive Health, Dental, and Vision insurance plans available which include company paid life insurance and competitive FSAs Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions 401k with partial company match Employee appreciation events and employee recognition Ongoing mentorship from senior team members and banker trainings A true team culture working towards one common goal of helping homebuyers finance their dream home If you are looking for a career in the mortgage industry that offers consistency and stability in compensation, vast opportunities for growth and development, and a team that supports and invests in your professional success, apply today! For more information please contact: REILLY TILLMAN BRUCE, Business Development Partner Phone: ************** Email: ********************************** The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

**About this role:** Wells Fargo is seeking a Lead Commercial Loan Closing Specialist in Agency Servicing as a part of Commercial Banking Operations Division. **In this role, you will:** + Complete pre-close and post-close documents for the most complex commercial real estate loans + Coordinate loan closings, perform customer, loan and regulatory diligence and on-going portfolio maintenance + Evaluate and upload data into the systems of record + Research complex business and operational decisions + Review and prepare loan related documents + Ensure compliance with all policies, procedures and regulatory requirements + Provide guidance and training to peers and may have limited supervisory responsibilities + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals + Interact with internal and external customers + Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements **Required Qualifications:** + 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Experience in Loan IQ (LIQ) - Boarding and funding syndicated and/or large complex commercial loan transactions. **Desired Qualifications:** + Extensive knowledge of Syndicated Loans + Ability to interpret Complex Syndicated Credit Agreements + Proficient in Commercial Loan Documentation review + Experience in handling customer and business partner escalations + Experience in managing complex pipelines + Experience being a Subject Matter Expert (SME) representing Commercial Loan Operations on projects. + Experience in report analysis and compilation + Sound analytical skills with high attention to detail and accuracy + Ability to navigate multiple computer systems, applications, and utilize search tools to find information + Excellent verbal, written, and interpersonal communication skills + Effective organizational, multi-tasking, and prioritizing skills + Ability to work in a fast-paced deadline driven environment + Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important **Job Expectations:** + Ability to work a hybrid schedule + Willingness to work on-site at stated location on the job opening + This position is not eligible for Visa sponsorship **Primary Posting Locations:** + 107688-AZ-D Building, Chandler Campus + 109667-MN-600 Wells Fargo, Minneapolis + 141278-NC-CIC Customer Information Ctr **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 15 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514661

Do you enjoy working in a production-based environment that allows you to help evaluate and coach front line associates and offers career growth? As a Transactions Specialist IV in Receivables Operations, you will develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. You will also facilitate growth by refining technology-motivated customer and client experiences that put users first, providing an unparalleled experience. Job responsibilities Ensure workload is completed as outlined in departmental procedures and policies Understand portfolio and tools used to support client processing requirements Provide training to new and existing employees Interface with other operations departments to research and resolve inquiries Make routine decisions and determining proper courses of action within the limits of standard policies and procedures Participate in evaluations, coaching, and counseling sessions of front line associates Participate on projects aimed at enhancing the customer experience as identified through escalation matters Required qualifications, capabilities, and skills Remittance Processing experience with proven ability to effectively lead a team Ability to analyze and comprehend client's standard operating procedures and instructions Production environment focus around meeting deadlines and quotas Keen sense of quality control and practices Proven ability to lead in a production/operations environment Strong written and verbal communication skills Functional experience with MS Office, including Word, Excel, Access, and PowerPoint Work Schedule: Monday - Friday, 2:00 pm - 10:30 pm Shift differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change. A Government Security Clearance may be required for this position. This includes, but is not limited to: • Fingerprints • Credit Check • Employment History • Tax Filing History (possibly) • References (possibly) • Proof of U.S. Legal Permanent Residence

Are you looking for an opportunity where you can grow and develop your skills? As a Closing Coordinator within Wholesale Loan Services, you will manage post-loan closing activities in collaboration with the Credit Officer, Banker, Outside Counsel, and various departments. Your primary responsibility will be to ensure the receipt of all legal loan documentation and address any legal documentation exceptions to meet the bank's required standards. Job Responsibilities: Manage and maintain the teams pipeline of active legal documentation exceptions. Review legal loan documentation for operational feasibility, regulatory requirements, and mitigation of operational risk. Review operational requirements relating to legal documentation exceptions process, and policies. Coordinate flow of post loan closing tasks Required Qualifications, Capabilities, and Skills: Strong oral and written communication skills Excellent attention to detail Ability to multi-task through the practice of strong organizational and time management skills Minimum of 2+ years' experience in commercial loan products and documentation. Preferred qualifications, capabilities, and skills: College degree or equivalent work experience

About this role: Wells Fargo is seeking a Lead Commercial Loan Closing Specialist in Agency Servicing as a part of Commercial Banking Operations Division. In this role, you will: Complete pre-close and post-close documents for the most complex commercial real estate loans Coordinate loan closings, perform customer, loan and regulatory diligence and on-going portfolio maintenance Evaluate and upload data into the systems of record Research complex business and operational decisions Review and prepare loan related documents Ensure compliance with all policies, procedures and regulatory requirements Provide guidance and training to peers and may have limited supervisory responsibilities Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal and external customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Experience in Loan IQ (LIQ) - Boarding and funding syndicated and/or large complex commercial loan transactions. Desired Qualifications: Extensive knowledge of Syndicated Loans Ability to interpret Complex Syndicated Credit Agreements Proficient in Commercial Loan Documentation review Experience in handling customer and business partner escalations Experience in managing complex pipelines Experience being a Subject Matter Expert (SME) representing Commercial Loan Operations on projects. Experience in report analysis and compilation Sound analytical skills with high attention to detail and accuracy Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Ability to work in a fast-paced deadline driven environment Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important Job Expectations: Ability to work a hybrid schedule Willingness to work on-site at stated location on the job opening This position is not eligible for Visa sponsorship Primary Posting Locations: 107688-AZ-D Building, Chandler Campus 109667-MN-600 Wells Fargo, Minneapolis 141278-NC-CIC Customer Information Ctr Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 15 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Job DescriptionDescription: Start Hungry. Grow Relentless. You don't need decades of experience; you need drive. We're looking for entry-level Loan Officers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse. This is your launchpad. We pay for leads. You bring the ambition. What You'll Do: Connect with warm, qualified leads no cold calling Learn how to assess borrower needs and match them with the right loan product Build your pipeline and manage loan files from start to finish Work closely with senior loan officers, processors, and underwriters Deliver exceptional service while learning the ins and outs of mortgage lending Stay sharp on industry trends, compliance, and best practices What You'll Learn: Loan origination systems and documentation Mortgage products, underwriting guidelines, and regulatory compliance Sales techniques, pipeline management, and client communication How to close deals and build long-term client relationships The mindset and habits of top performers in the industry Requirements: What You Bring: A hunger to learn and grow - no mortgage experience required Strong communication skills and a client-first attitude Ability to stay organized and manage multiple tasks Confidence, coachability, and a competitive spirit High school diploma required; college degree preferred Must be willing and able to obtain mortgage licensing (we'll help you get there) Why You'll Love It Here: Paid leads we invest in your success Structured training learn from the best in the business Fast-track growth clear path to senior roles and higher commissions Supportive culture mentorship, collaboration, and celebration Big energy we work hard, win big, and have fun doing it This Is More Than a Job. It's Your Breakthrough. If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now. Apply Today. Let's Build Something Big.

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!

Do you enjoy working in a production-based environment that allows you to help evaluate and coach front line associates and offers career growth? As a Transactions Specialist IV in Receivables Operations, you will develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. You will also facilitate growth by refining technology-motivated customer and client experiences that put users first, providing an unparalleled experience. Job responsibilities Ensure workload is completed as outlined in departmental procedures and policies Understand portfolio and tools used to support client processing requirements Provide training to new and existing employees Interface with other operations departments to research and resolve inquiries Make routine decisions and determining proper courses of action within the limits of standard policies and procedures Participate in evaluations, coaching, and counseling sessions of front line associates Participate on projects aimed at enhancing the customer experience as identified through escalation matters Required qualifications, capabilities, and skills Remittance Processing experience with proven ability to effectively lead a team Ability to analyze and comprehend client's standard operating procedures and instructions Production environment focus around meeting deadlines and quotas Keen sense of quality control and practices Proven ability to lead in a production/operations environment Strong written and verbal communication skills Functional experience with MS Office, including Word, Excel, Access, and PowerPoint Schedule: Monday - Friday 7:00am - 3:30pm This position may require you to work non-traditional hours and/or additional hours as business needs arise. This position may require a period of onboarding and training to be completed. A Government Security Clearance may be required for this position. This includes, but is not limited to: Fingerprints Credit Check Employment History Tax Filing History (possibly) References (possibly) Proof of U.S. Legal Permanent Residence up to 7 years

Job Description Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.