Loan servicing specialist jobs in Oceanside, CA - 84 jobs

United Legacy is a privately owned alternative investment firm specializing in real estate-based investment opportunities. With offices in Del Mar, La Jolla, Honolulu, and Tampa, our mission- Funding Freedom -reflects our commitment to helping clients achieve long-term financial independence through transparency, precision, and trust. We're a fast-growing, high-performance firm built on accountability, collaboration, and results. Every team member plays an essential role in delivering an exceptional client experience. Position Summary The Investment Processor is a key operational role responsible for managing the documentation, coordination, and communication behind each client investment. This role ensures that every transaction-from initial paperwork to final funding-is handled with accuracy, professionalism, and efficiency. You'll work closely with Advisors, Custodians, and the Client Portfolio Manager (CPM) to ensure clients experience seamless service at every stage of the investment process. This position is full-time, onsite at our Del Mar office, reporting directly to the Client Portfolio Manager. Responsibilities Client Communication & Service Act as a liaison between clients, custodians, and internal departments. Provide timely updates and maintain professional, proactive communication. Support client calls, verification calls, and document coordination. Communicate exclusively through company-approved systems (Outlook, Zoom Phone, CRM, client portal). Transaction Processing Manage assigned transactions end-to-end, ensuring accuracy and compliance. Prepare and process subscription agreements, W-9s, KYC forms, and transfer documentation. Coordinate wires, ACH transfers, IRA transfers, and rollovers with custodians and clients. Set up IRA accounts for our clients using self-directed custodians such as Equity Trust Company and Midland Trust Company. Verify investment amounts, account allocations, and all supporting documentation. Complete and submit quality control checklists for every transaction. Compliance & Record Keeping Maintain accurate, organized records in CRM, SharePoint, and client portals. Use systems such as Platform Eleven, Wealthbox, and Agora. Log all communications and updates in real time to ensure audit-ready documentation. Send written recaps of all client and custodian communications. Uphold 100% compliance with company and regulatory standards. Team Collaboration & Training Work closely with Advisors, Client Portfolio Managers, and Operations staff. Participate in ongoing training, team meetings, and process improvement initiatives. Provide cross-departmental support during high-volume periods or special projects. This role offers hands-on mentorship and a clear growth path into client portfolio management or advisory operations. You'll receive ongoing training from senior team members and have direct exposure to real estate-backed investment transactions and private fund operations. United Legacy fosters a collaborative environment where team members are empowered to take ownership, contribute ideas, and continuously improve processes. Events & Travel Attend local United Legacy events, including seminars, client dinners, and masterclasses. Business travel may be required or expected based on company needs and event schedules. Qualifications Bachelor's degree not required; preferred fields include finance, economics, business, or related disciplines. 1-3 years of experience in financial services, consulting, asset management, or a related field. Exposure to private markets or alternative investments is a plus but not required. Strong written and verbal communication skills with excellent attention to detail. Ability to prioritize and manage multiple projects in a fast-paced environment. Collaborative mindset with a willingness to learn and contribute across teams. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM systems or data visualization tools is a plus. High level of professionalism, integrity, and accountability in all work performed. The Skills You Bring A strong understanding of financial planning concepts and a desire to help clients make informed investment decisions. The ability to understand client needs and identify appropriate solutions through effective communication. A relationship-driven approach with a genuine interest in serving clients and being their advocate. Motivation toward success and ownership of your responsibilities-you follow through and deliver results. Comfort with outbound communication, including client check-ins and follow-ups. A growth mindset and eagerness to develop within a dynamic, high-performing organization. Compensation & Benefits Base Salary: $68,640 annually Bonus: Discretionary, based on performance and company policy Benefits Include: 401(k) retirement plan Unlimited paid time off (PTO) - after 90 probation Sick days and paid holidays Comprehensive health coverage Schedule Hours: Monday-Friday, 9:00 AM - 5:30 PM Location: Fully onsite at United Legacy's Del Mar office

Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company's Chief Financial Officer (CFO) in a 50\/50 blended role comprised of: 1. The administrative and financial tasks necessary for successfully servicing their diverse CRE & residential loan portfolios - in\-house and 3rd party 2. Varied Analyst\-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems\/platform management + improvement, and special projects The ideal candidate has 3 years' experience in loan servicing, who has hit their ceiling in their current role as a loan servicer, and wants to learn more about the full\-spectrum of finance in CRE. It's a rare opportunity to be mentored by a CFO, learn and diversify your skillset, and grow along with the company in this newly\-created role. This role is based out of the company's beautiful + conveniently located office located in Costa Mesa, with a hybrid schedule of Monday, Tuesday, & Thursday in\-house from 9am\-5pm, and Wednesday\/Friday worked remotely. A day in the life of a successful Loan Servicing Specialist includes, but is not limited to: Payment Processing: Accurately recording all payments, including complex payoffs Funding & Draws: Managing loan fundings and draws with precision and compliance Statement & Fees: Preparing & distributing monthly statements for principal, interest, and fees Wire Verification: Confirming & inputting borrower account details securely Transaction Maintenance: Reconciling servicing transactions with the General Ledger daily Inbox Management: Monitoring servicing inbox activity and responding promptly to requests Customer Support: Delivering responsive, professional support to borrowers & partners Project Support: Contributing to compliance, reporting, and data initiatives Team Collaboration: Partnering with Accounting, Finance, and Sales to support operations Requirements The ideal Loan Servicing Specialist candidate possesses the following skills & experience: Education & Experience: Bachelor's degree preferred; 3+ years of loan servicing experience required Technical Skills: Proficient with Microsoft Office; familiar with servicing and document imaging systems Communication: Clear and professional verbal and written skills Organization & Detail: Strong multitasking, problem\-solving, and accuracy Work Style: Adaptable, proactive, and able to build strong internal and external relationships "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"696690229","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Real Estate"},{"field Label":"Work Experience","uitype":2,"value":"3+ years"},{"field Label":"Salary","uitype":1,"value":"$75k\-105k"},{"field Label":"City","uitype":1,"value":"Costa Mesa"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"92626"}],"header Name":"Loan Servicing Specialist","widget Id":"554604000000072311","is JobBoard":"false","user Id":"554604000000272007","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":false,"job Id":"554604000008219008","FontSize":"15","google IndexUrl":"https:\/\/crerecruiting.zohorecruit.com\/recruit\/ViewJob.na?digest=uw46OIHQmu8KiPYWDNNm4imzuOMXb1IXDRBpxwHLkjY\-&embedsource=Google","location":"Costa Mesa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"o68134c44ad5d9e2a4bfdb2712f09d04f17c1"}

Commercial Loan Servicing Specialist This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include: Key Responsibilities and Duties Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback. Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary. Perform system onboarding tasks for the real estate portfolio of loans. Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity. Ensure all trailing documents are obtained and retained in a timely manner. Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance. Process disbursements for tax and insurance maintenance Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements. Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation. Participate in the timely and accurate completion of internal and external audits. Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned. Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes. Minimum Qualifications 3+ years of commercial loan servicing experience Preferred Qualifications 5 years of commercial loan servicing experience Knowledge of commercial real estate 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

Commercial Loan Servicing Specialist This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include: Key Responsibilities and Duties Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback. Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary. Perform system onboarding tasks for the real estate portfolio of loans. Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity. Ensure all trailing documents are obtained and retained in a timely manner. Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance. Process disbursements for tax and insurance maintenance Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements. Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation. Participate in the timely and accurate completion of internal and external audits. Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned. Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes. Minimum Qualifications 3+ years of commercial loan servicing experience Preferred Qualifications 5 years of commercial loan servicing experience Knowledge of commercial real estate 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

About Ascent Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. The Role This is a full-time, on-site position based in our Encino or Irvine office. The Loan Servicing Specialist plays a crucial role in ensuring the accurate and timely processing of loan payments, managing escrow accounts, monitoring loan performance, and maintaining compliance with regulatory requirements and internal policies. The Loan Servicing Specialist acts as a key point of contact for borrowers, addressing inquiries, resolving issues, and maintaining strong client relationships to enhance the overall customer experience. The Loan Servicing Specialist contributes to the risk management strategy by identifying potential issues early and recommending appropriate actions. This role is essential for ensuring the smooth operation of loan servicing processes and supporting the Ascent's commitment to excellence in the commercial real estate industry. The Work Ensure timely and accurate processing of loan payments and payoff statements, escrow disbursements, and account reconciliations. Serve as the primary point of contact for borrowers, addressing inquiries, resolving issues, and maintaining strong client relationships. Ensure compliance with loan agreements, regulatory requirements, and internal policies. Prepare and maintain accurate loan documentation and servicing records. Monitor loan performance, identify potential risks, and recommend appropriate actions to mitigate losses. Assist in the preparation of loan modifications, extensions, and workouts as needed. Prepare detailed reports on loan portfolio performance, including delinquency trends, payment histories, and other key metrics. Provide insights and recommendations to senior management. Identify opportunities to enhance loan servicing processes and implement best practices to improve efficiency and client satisfaction. Update documentation on our servicing platform to ensure timely and accurate records. Monitor vendor service levels, responsiveness, and overall performance. Process subordinations, lien releases, and payments. Assist with escrow disbursements and prepare loan payoff statements for customers. Monitor insurance coverage on collateral properties. Enter and update client information in Ascent's system(s) of record. Recommend and implement best practices as part of Ascent's dedication to creating an industry-leading customer experience. Your Skills and Experience Associate degree in business or finance, or equivalent work experience in financial services. 5+ years of experience in loan servicing, with a focus on commercial real estate lending. Strong understanding of operational risk, loan processing workflows, regulatory requirements, and industry best practices. Excellent analytical skills and attention to detail. Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships. Proficiency in Microsoft Office Suite, particularly Excel. Proficiency in financial software tools, including standard Loan Origination Systems (LOS) and servicing platforms. The Pay The hourly rate will be $31.00 - $36.00 per hour plus overtime with a discretionary bonus of 15% per year. The Work Environment This role works on-site from Ascent's Encino or Irvine office, Monday - Thursday (Fridays are work-from-home). Full-time, 40 hours per week; must be available for occasional overtime. Some nights and weekends required. Our Benefits We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits from which to choose. Our Pledge We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.

Credit9 is seeking a Bilingual Loan Servicing Collections Specialist to join our team. As a Collections Specialist, you will assists in the daily communications and servicing of past-due accounts on an inbound and outbound basis. They will be supported and work directly with the Team Lead and Collections supervisor. The Collections agent will work directly with clients to resolve delinquency by creating payment plans and will assist in enrolling in hardship assistance programs to prevent future delinquency. Compensation: $20.00-$22.00 per hour depending on experience plus bonus. Location: Remote - Must be located within the United States. Responsibilities: Improve overall portfolio health through the assistance of past-due clients. Maintain proper communications including, but not limited to: Inbound and Outbound Calls Inbound and Outbound Emails Servicing via SMS messaging and online chats Maintain symbiotically successful relationships between Credit9 and its customers by providing exceptional customer service and professional collections tactics. Maintain personal performance management and consistently hit KPI goals set by direct Team Lead and Supervisor. Ensure adherence to the Loan Servicing guidelines. Professionally handle escalated customer service issues before passing off a customer. Perform other related duties as assigned. Requirements: 3+ years of Loan Servicing, preferably in collections, with a focus on unsecured, debt consolidation, and personal loans. Bilingual in English and Spanish Call Center experience. Proficient with Microsoft Office and Google Suite. Understanding of call center technology and collections metrics (ACD, IP, PTP, RPC, etc.) Outstanding verbal and written communication skills. Superior multi-tasking skills. Flexible and adaptable to changes in direction and the ability to effectively communicate such changes as part of a team. Professional presentation and demeanor Education: High School diploma or equivalent required. Bachelor's degree preferred. Company Benefits: Ongoing training and development Opportunity for career advancement Medical Dental Vision Company Paid Group Life / AD&D Insurance 7 Paid Holidays and 2 Floating Holiday Days to use at will Paid Time Off Flexible Spending/HSA Employee Assistance Program (EAP) 401(k) match Referral Program Credit9 is proud to be an Equal Opportunity Employer. Credit9 does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. Note To Agencies: Credit 9 maintains an internal recruiting department to handle staffing needs. While the company occasionally collaborates with temporary staffing agencies, placement services, and professional recruiters ("Agency"), it is crucial for Agencies not to contact Credit 9 employees directly for candidate presentations. Our policy dictates that internal recruiting teams or authorized personnel present all candidates to hiring managers. Please refrain from sending unsolicited resumes directly to Credit 9, whether via mailing address, fax machine, email, or directly to our employees. Such submissions, even through Agencies, will be considered as the property of Credit 9. The company will not entertain fees for placements resulting from unsolicited resumes. Any candidate submitted by an Agency through an unsolicited resume will be considered a referral, free of charges or fees. Thank you for your understanding and cooperation.

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.

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Foreclosure Specialist plays an important role in the organization by performing a number of activities related to the company's Foreclosure functions. The role is primarily responsible, under general supervision, for processing foreclosures of properties when buyers go into default related to their area(s) of specialization (VA, conventional/FHA, Fannie Mae or Freddie Mac). The Foreclosure Specialist monitors and processes judicial and non-judicial foreclosure proceedings after a loan is approved /referred for foreclosure; ensures first legal action is properly initiated and reported in accordance with investor guidelines, prepares documents/deeds for execution, and creates judgment figures for judicial foreclosures. This position will handle all after-sale tasks according to investor guidelines, including monitoring all eviction and property preservation/conveyance processes, prepare and submit conveyance and title packages; as well as obtain receipt of payments, prepare claims packages within required timeframes and submitting information to Quality Control for review and approval. This role will also follow up on insurance, regulatory agencies, and investor claims in accordance with investor/insurer guidelines and applicable state and federal foreclosure requirements and update the internal system to ensure a record of steps, deadlines, and notices are documented. Compensation This role is a non-exempt position with a Targeted Salary Range of $23/hr to $31/hr. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location. Essential Functions * Provide copy of default notice to investor and mortgage insurance carrier. * Monitor file in accordance with required notification periods and issue notice of sale once timeline is satisfied. * Prepare documents and deeds to be executed and create figures for judicial foreclosures. * Refer borrowers for loan counseling if a short sale, loss mitigation, or payment is requested. * Process postponements, reinstatement requests and judgments. * Prepare bid instructions and obtain required approvals to place home for sale. * Report sale information to investor and mortgage insurance carrier and verify insurance is assigned or cancelled. * Perform internet research to identify utilities and HOAs; make payments and transfer accounts * Review and approve invoices; request checks for payment to reimburse foreclosure fees and costs. * Prepare/review documents and deeds to be executed. Make photocopies and electronically file documents. Provide copies of documents and correspondence when requested. * Refer eviction files to attorneys and monitors occupied properties after sale until eviction is completed and/or property becomes vacant. Ensure eviction-related legal action is initiated and reported in accordance with investor guidelines. * Work with property preservation companies to place vacant properties in conveyance condition (ICC) and ensure deed is recorded. * Request Tax Certifications on ICC properties. * Prepare conveyance and title packages and submit to Quality Control for review, approval and submission to FHA for payment. * Submit curtailment requests to property preservation companies if it is determined they were responsible for any property preservation delays. * Review, monitor, and adjust escrow accounts. * Gather receipts for property preservation, foreclosure fee costs, escrow advances and refunds to prepare claim submission to Quality Control. * Ensure all claims and supporting documents are uploaded into document retention system. * Process insurance refunds and submit for deposit. * Prepare supplemental claims for items not included in original claim; obtain reimbursement of estimated insurance refund as needed. * Prepare loan level reconciliations and follow up on all files until claim status is finalized. * Ensure all loans are liquidated to reflect a zero principal balance within 24 hours of receipt of finalized claim proceeds. * Inform supervisor of reconveyances, conveyance condition issues and title issues. * Review and respond to HUD Demand Letters, Non-Compliance and other Notifications. Remit funds to FHA. * Update data in internal systems with status; Enter notes in system related to servicing, actions taken, delays, follow-up actions, and phone conversations. Enter completion date(s) in system and obtain approval to modify scheduled date(s) when delays occur that impact timelines. * Accurately prepare all HUD CWCOT claims. * Review and process all third-party sale files. * Perform other duties as assigned. Qualifications * High school diploma or equivalent required * College preferred, as well as three or more years total work experience in positions with responsibility for processing mortgage foreclosures, associated documents and timelines, with at least one year experience with FHA foreclosures. * Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required. * Highly proficient with data entry, Microsoft Word, Excel and Outlook. * Prior experience using the internet to perform basic searches to obtain information. * Prior experience using document retention software; Blitzdoc preferred. Supervision * Generally, follows pre-defined processes and guidelines, escalating more complex issues for advice and resolution * Interact with mortgagors, attorneys, title companies and other vendors Requirements Travel: 0% Physical: Work is primarily sedentary; occasionally walks and/or stands. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package, including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. REQ#: FOREC017778

Job Description Robertson, Anschutz, Schneid, Crane LLP is a national law firm that provides full-service creditors' rights and real estate legal services at both the state and federal level in 19 states. RAS is seeking an Experienced California Foreclosure Paralegal with at least 5 years of direct industry experience. The ideal candidate will have strong organizational skills, ability to prioritize workloads to meet deadlines, exhibit meticulous attention to detail, and produce accurate and high-quality work product in a fast-paced volume-based environment. The candidate must be able to work independently and possess strong interpersonal and analytical skills. Compensation will be commensurate with experience and includes our benefits package. Specific Job Responsibilities: Comprehensive review of all conditions precedent to initiation of non-judicial foreclosures, including review of loan documents, financials, and demand letters Ensure all internal client systems are reviewed and updated to include findings, relevant documentation, and recommendations Exercise a high degree of confidentiality and professionalism Prioritize and perform a high volume of work to meet firm, client, investor, and court deadlines Utilize firm and client systems to ensure all applicable deadlines are met Safeguard compliance with local, state, and federal foreclosure, bankruptcy, and collections laws and client requirements, as applicable Review of foreclosure documents prior to recording and/or client submission (examples include review of: NODs, NOSs, SOTs, AOM/ADOTs, Deeds, Bids, Upset Bids) Required Knowledge, Skills, and Abilities: Intermediate to advanced-level computer proficiency (including Microsoft Office products) and general office skills Experience with electronic case management and client systems (ie; LPS/BKFS, Legal Tracker, etc.) Strong interpersonal skills Ability to effectively communicate through both verbal and written electronic correspondence Ability to analyze corrective action opportunities and present recommendations Meticulous analytical skills and attention to detail Exceptional organizational skills Ability to work independently Preferred Knowledge, Skills, and Abilities: Experience or familiarity with real property title issues and their impact on the foreclosure process

Robertson, Anschutz, Schneid, Crane LLP is a national law firm that provides full-service creditors' rights and real estate legal services at both the state and federal level in 19 states. RAS is seeking an Experienced California Foreclosure Paralegal with at least 5 years of direct industry experience. The ideal candidate will have strong organizational skills, ability to prioritize workloads to meet deadlines, exhibit meticulous attention to detail, and produce accurate and high-quality work product in a fast-paced volume-based environment. The candidate must be able to work independently and possess strong interpersonal and analytical skills. Compensation will be commensurate with experience and includes our benefits package. Specific Job Responsibilities: Comprehensive review of all conditions precedent to initiation of non-judicial foreclosures, including review of loan documents, financials, and demand letters Ensure all internal client systems are reviewed and updated to include findings, relevant documentation, and recommendations Exercise a high degree of confidentiality and professionalism Prioritize and perform a high volume of work to meet firm, client, investor, and court deadlines Utilize firm and client systems to ensure all applicable deadlines are met Safeguard compliance with local, state, and federal foreclosure, bankruptcy, and collections laws and client requirements, as applicable Review of foreclosure documents prior to recording and/or client submission (examples include review of: NODs, NOSs, SOTs, AOM/ADOTs, Deeds, Bids, Upset Bids) Required Knowledge, Skills, and Abilities: Intermediate to advanced-level computer proficiency (including Microsoft Office products) and general office skills Experience with electronic case management and client systems (ie; LPS/BKFS, Legal Tracker, etc.) Strong interpersonal skills Ability to effectively communicate through both verbal and written electronic correspondence Ability to analyze corrective action opportunities and present recommendations Meticulous analytical skills and attention to detail Exceptional organizational skills Ability to work independently Preferred Knowledge, Skills, and Abilities: Experience or familiarity with real property title issues and their impact on the foreclosure process

Job Description As a Junior Loan Officer within our team, you won't merely be assisting other loan officers; you'll be equipped with the tools and guidance to chart your own course to success as a Loan Officer. This isn't just a job opportunity; it's a gateway to significant growth and a route to triumph. Collaborate with seasoned professionals, absorbing their expertise and effective strategies, even in a challenging market. But here's the key: we're not just aiming for you to learn; we want you to thrive. We're seeking someone with a spark, ready to pursue their career goals while contributing to a shared mission. It's all about synergy - your growth propels ours. If you're eager to establish and grow your career within the first 12 months and are driven to leave your mark, you're the talent we're looking for. Connect with our systems, marketing, and product offerings, meticulously crafted for swift growth and efficiency. Let's elevate your potential into tangible successes. Reports to: Branch Manager Employment Status: Full-time Job Summary: Entry Level Position! Sense of Urgency (being proactive vs. reactive) High-Level Communication Skills Team Player and coachable individual Organized and Task-oriented Speaks with Clients, building rapport Collects and reviews Documents for their Home Loan Review the loan Application for the application Submitting for Pre-Approval and collecting all Pre-Approval Critical Conditions Manages Accurate Data within CRM Works with Loan Officers, Realtors, and Clients to ensure a smooth Loan Process from the Start Compensation: $59,000 - $70,000 yearly Responsibilities: Non-Essential Job Functions: Participates in and leads proactive team efforts to achieve departmental and company goals. Adopts CrossCountry values in personal work behaviors, decision-making, contributions, and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can-do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun. Performs other duties as assigned. This job is creative, fast, fun, and can serve many different Departments! Qualifications: Required Knowledge and Skills: Microsoft Word, Excel, and PowerPoint Knowledge. Willingness to gain NMLS License. Organization Skills. About Company At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun. If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (Hourly) - Member Loan Specialist l: $22.6756 - $28.3445 Member Loan Specialist ll: $25.2199 - $31.5249

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.

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 DescriptionWe are seeking an experience Loan Processor to join a thriving financial service company located in Irvine. This person will be responsible for examining applications, assessing applicant background and denying or processing the loans. The ideal candidate will have 3+ years of experience, a bachelors degree in a related field, and strong communication skills. MUST have conventional loan experience for consideration! This company offers great benefits, work/life balance and a strong base plus commission! Apply now! Responsibilities Perform initial appraisal of potential borrowers by thoroughly examining their applications Assess the credit standings of applicants through background research Interview applicants to evaluate their eligibility for loan or mortgage Conclude on all applicable financial and non-financial criteria and develop loan repayment plans Follow up with clients to clarify important points Give the “green light” to eligible candidates and report decisions with sound arguments Finalize loan contracts and keep clients informed in rules and obligations Remain up to speed regarding lending and other financial services Create and renew records Identify customer needs, explore all options and suggest different types of loans Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services Forge trust relationships and enhance customer dedication Work within established regulations and adhere to law requirements at all times Requirements 3+ years of proven working experience in a Loan Processor role BSc degree in finance, economics, or a related field Comprehension of direct/indirect lending procedures In-depth understanding of relevant rules and regulations Excellent communication and sales skills Balance between customer satisfaction orientation and a results driven approach MUST have conventional loan experience

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Foreclosure Specialist plays an important role in the organization by performing a number of activities related to the company's Foreclosure functions. The role is primarily responsible, under general supervision, for processing foreclosures of properties when buyers go into default related to their area(s) of specialization (VA, conventional/FHA, Fannie Mae or Freddie Mac). The Foreclosure Specialist monitors and processes judicial and non-judicial foreclosure proceedings after a loan is approved /referred for foreclosure; ensures first legal action is properly initiated and reported in accordance with investor guidelines, prepares documents/deeds for execution, and creates judgment figures for judicial foreclosures. This position will handle all after-sale tasks according to investor guidelines, including monitoring all eviction and property preservation/conveyance processes, prepare and submit conveyance and title packages; as well as obtain receipt of payments, prepare claims packages within required timeframes and submitting information to Quality Control for review and approval. This role will also follow up on insurance, regulatory agencies, and investor claims in accordance with investor/insurer guidelines and applicable state and federal foreclosure requirements and update the internal system to ensure a record of steps, deadlines, and notices are documented. Compensation This role is a non-exempt position with a Targeted Salary Range of $23/hr to $31/hr. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location. Essential Functions Provide copy of default notice to investor and mortgage insurance carrier. Monitor file in accordance with required notification periods and issue notice of sale once timeline is satisfied. Prepare documents and deeds to be executed and create figures for judicial foreclosures. Refer borrowers for loan counseling if a short sale, loss mitigation, or payment is requested. Process postponements, reinstatement requests and judgments. Prepare bid instructions and obtain required approvals to place home for sale. Report sale information to investor and mortgage insurance carrier and verify insurance is assigned or cancelled. Perform internet research to identify utilities and HOAs; make payments and transfer accounts Review and approve invoices; request checks for payment to reimburse foreclosure fees and costs. Prepare/review documents and deeds to be executed. Make photocopies and electronically file documents. Provide copies of documents and correspondence when requested. Refer eviction files to attorneys and monitors occupied properties after sale until eviction is completed and/or property becomes vacant. Ensure eviction-related legal action is initiated and reported in accordance with investor guidelines. Work with property preservation companies to place vacant properties in conveyance condition (ICC) and ensure deed is recorded. Request Tax Certifications on ICC properties. Prepare conveyance and title packages and submit to Quality Control for review, approval and submission to FHA for payment. Submit curtailment requests to property preservation companies if it is determined they were responsible for any property preservation delays. Review, monitor, and adjust escrow accounts. Gather receipts for property preservation, foreclosure fee costs, escrow advances and refunds to prepare claim submission to Quality Control. Ensure all claims and supporting documents are uploaded into document retention system. Process insurance refunds and submit for deposit. Prepare supplemental claims for items not included in original claim; obtain reimbursement of estimated insurance refund as needed. Prepare loan level reconciliations and follow up on all files until claim status is finalized. Ensure all loans are liquidated to reflect a zero principal balance within 24 hours of receipt of finalized claim proceeds. Inform supervisor of reconveyances, conveyance condition issues and title issues. Review and respond to HUD Demand Letters, Non-Compliance and other Notifications. Remit funds to FHA. Update data in internal systems with status; Enter notes in system related to servicing, actions taken, delays, follow-up actions, and phone conversations. Enter completion date(s) in system and obtain approval to modify scheduled date(s) when delays occur that impact timelines. Accurately prepare all HUD CWCOT claims. Review and process all third-party sale files. Perform other duties as assigned. Qualifications High school diploma or equivalent required College preferred, as well as three or more years total work experience in positions with responsibility for processing mortgage foreclosures, associated documents and timelines, with at least one year experience with FHA foreclosures. Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required. Highly proficient with data entry, Microsoft Word, Excel and Outlook. Prior experience using the internet to perform basic searches to obtain information. Prior experience using document retention software; Blitzdoc preferred. Supervision Generally, follows pre-defined processes and guidelines, escalating more complex issues for advice and resolution Interact with mortgagors, attorneys, title companies and other vendors Requirements Travel: 0% Physical: Work is primarily sedentary; occasionally walks and/or stands. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package, including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. REQ#: FOREC017778

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (Hourly) - Member Loan Specialist l: $22.6756 - $28.3445 Member Loan Specialist ll: $25.2199 - $31.5249

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.

At Kelly Services, we work with the best. Our clients include 99 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. Job Description Description:Our clients, one of the top international banks, is currently seeking a New Loan Audit Processor for a 6+ month temporary assignment. This position is located in Irvine, CA By working for our client, you will be exposed to a large global company (listed on the NYSE), work for one of the most financially stable financial institutions within the U.S., work in a fast paced corporate environment and be an integral part to the Financial Services Team. Responsibilities: Performs system audit on newly funded consumer real estate loans- compares loan terms on the loan documents (Note, Deed) to the system of record (MSP) Performs some data entry SHIFT: 1st, Monday - Friday, 8-5PM Pay Rate: $16/hour Required education: High School Diploma/GED Top 3 Must-Haves: - 2+ Years Mortgage Lending Experience - Administrative Experience - High school diploma or equivalent Qualifications High School Diploma/GED Additional Information Why is this a great opportunity? The answer is simple…working at our client is more than a job; it's a career. The opportunities are diverse whether you are right at the start of your career or whether you are looking for new challenges this is the job for you, so be quick and apply now!