Loan Analyst
Loan servicing specialist job in Napa, CA
Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service.
Key Responsibilities
Funding Loans:
o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions.
o Receive funding packets as assigned by department and manage funding from various incoming channels.
o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.).
o Manage and continue to maintain all data and updates within the LOS throughout the funding process.
o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan.
o Discuss loan options and programs with Members and vendors to ensure quality Member service.
o Identify cross sell opportunities that will benefit Member.
o Analyze credit report, credit applications to ensure credit requirements and loan policies are met.
o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met.
Department and Consumer Loan Officer Support:
o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service.
o Report daily any problems or concerns with specific loan files.
o Propose new or improved processes that will improve current file flow.
o Provide exceptional service to all Members, volunteers, internal team members, and vendors.
o Review and complete lending reports as needed or assigned.
Other functions:
o Research and resolve Member or team member concerns as directed.
o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members.
Minimum Qualification: Knowledge, Skills and Abilities
2 years of experience in consumer lending industry or closely related field.
Thorough knowledge in the use of Internet-based loan origination software.
Knowledge of lending principles, practices, rules, regulations, and sales.
Ability to calculate income from paystubs, tax returns and or business returns.
Knowledge of compliance requirements.
Skill in the operation of personal computers and general office equipment.
Ability to communicate effectively both verbally and in writing.
Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.
Ability to act independently and confidentially, using discretion and tact.
Ability to analyze situations and recommend workable solutions.
Ability to coordinate a variety of activities simultaneously and prioritize work.
Ability and desire to work in and contribute to a team environment.
Loan Service Specialist I
Loan servicing specialist job in Walnut Creek, CA
Job Details Entry Walnut Creek 1 - Walnut Creek, CA Full Time $28.00 - $30.00 HourlyDescription
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities.
The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education & Certification(s) Required:
High school graduate or equivalent.
Some college or relevant training.
Bachelor's degree preferred.
Knowledge Required:
Basic understanding of banking regulations and standard banking practices.
Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred.
Knowledge of Loan Services policies and procedures, preferred.
Experience Required:
Office experience required, loan servicing or banking support preferred.
Skills/Abilities:
Good communication skills.
Professional appearance, dress, and attitude.
Strong math skills.
Good time management skills.
Ability to use Microsoft Office software package with basic Excel skills.
Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone.
Location: Onsite, no remote
We are 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, or veteran status.
Analyst, CRE Loan Originations
Loan servicing specialist job in San Francisco, CA
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
About Hanover Street Capital
Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management.
Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures.
Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers.
Hanover is a wholly owned subsidiary of SitusAMC.
Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types.
Specific responsibilities include:
Participating in all aspects of loan origination
Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors
Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies
Modeling asset level cash flows using ARGUS Enterprise and Excel
Performing market, property and sponsor due diligence (KYC)
Writing internal investment summaries and credit memos
Qualifications sought:
Demonstrable interest in real estate
Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience
Strong quantitative and analytical skills
Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required
Relevant experience includes, but is not limited to:
debt financing transactions in commercial real estate, corporate finance, or private equity
commercial real estate asset valuation
due diligence and transaction execution
building and maintaining financial models
researching, preparing, and updating industry/company presentations
deriving financing capacities, scenario analyses, collateral data analyses
Highly developed organizational and project/time-management skills
Excellent communication, presentation, and business writing skills under pressure
A strong commitment to integrity, professionalism, and Hanover's guiding principles
A demonstrable ability to work effectively with team members in diverse groups and regions
Solid work ethic, motivation level, and strong attention to detail
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$100,000.00 - $110,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
Auto-ApplyLoan Boarding Specialist
Loan servicing specialist job in Novato, CA
Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California.
The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records.
Essential Job Functions:
* Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file.
* Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions.
* Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input.
* Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral.
* Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person.
Professional / Educational Experience
* 2 - 4 years related experience and/or training.
* Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes.
The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability
Loan Processor Specialist
Loan servicing specialist job in San Francisco, CA
Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco.
The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications.
This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls.
With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues.
The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows.
By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts.
Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels.
Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding.
• Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines.
• Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information.
• Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans.
• Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers.
• Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program.
• Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction.
• Partner with members to assess financial conditions and offer creative, tailored lending solutions.
• Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members.
• Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information.
• Participate in continuous improvement efforts, business development activities, and special projects as assigned.
• Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals.
• Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality.
• Ensure compliance with internal policies, privacy procedures, and member confidentiality standards.
• Engage in business development through participation in CommunityShare events.
• Participate in regular performance dialogues and commit to continuous self-improvement.
• Perform other duties and special projects as assigned.
Who Are You? • Requires a high school diploma or equivalent.
• Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans.
• Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required.
• Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.
• Excellent interpersonal skills; ability to engage authentically and professionally at all levels.
• Self-motivated; able to work efficiently without sustained direct supervision.
• Proven ability to manage time effectively and prioritize competing workload elements.
• Proficiency in MS Office: Word, Excel, OneNote and Outlook.
• Ability to provide prompt and professional service.
• Must have strong organizational skills and ability to process and follow specific instructions and directives.
• Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions.
No two days will be the same-and that's exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer.
In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
CRA Loan Specialist
Loan servicing specialist job in San Francisco, CA
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts).
* Maintain knowledge of Fifth Third Mortgage Company's policies and procedures.
* Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
* Conduct and coordinate homebuyer-training seminars for CRA potential applicants.
* Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans.
* Follow defined protocol for escalation of exceptions.
* Take applicant applications by completing Fannie Mae form 1003 on the laptop.
* Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS.
* Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management.
* Manage pipeline for all originated loans through closing and complete required management reports.
* Communicate with applicants and/or referral sources by providing timely updates and progress reports.
* Maintain high levels of customer service while managing each applicant*s and support staff*s expectations.
* Attend and participate in all Consumer Lending meetings as required by management.
* This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
* High school diploma or equivalent mandatory. Four-year college degree preferred.
* Knowledge of conventional and/or government lending guidelines.
* Knowledge of residential mortgage processing, underwriting, and closing procedures.
* Knowledge of federal lending regulations governing real estate lending.
* Demonstrated organizational skills.
* Strong written and verbal communications skills.
* Demonstrated teamwork and customer service skills.
* Proven computer skills.
* Basic sales technique skills.
* Strong desire to excel in a competitive environment.
* This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
CRA Loan Specialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- San Francisco, California 94111
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyMortgage Funder
Loan servicing specialist job in Mill Valley, CA
The Mortgage Funder is responsible for managing and executing the loan funding process from approval through disbursement. This role ensures accuracy, compliance, and timeliness in the preparation and release of mortgage funds. This role has a high level of interaction with internal parties (secondary marketing, sales, legal and compliance, treasury) and external parties (lenders, warehouse banks, settlement agents, custodians) to ensure a successful settlement and post-funding process for mortgage transactions.
Responsibilities & Duties
* Determine the funding population based on loans that have cleared Due Diligence
* Determine that all required loan criteria have been met prior to funding
* Analyze and prepare accurate funding schedules to issue to clients
* Determine collateral and manage pre-purchase collateral exceptions
* Manage seller with regards to pre-purchase collateral issues
* Engaging the Client Services Rep and/or Operations Manager when necessary
* Interact with all functions within the company, ability to negotiate in the best interest of stakeholders' overall position
Required Experience & Education
* 2+ years of mortgage industry experience
* Funding or Closing experience preferred
* Extensive experience with loan origination documentation
* Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, automated underwriting engines, electronic document management and other systems
* High attention to detail and effective problem-solving skills
* Excellent client service skills
* Excellent oral and written communication skills
* Analytical thinking ability, diplomacy and professionalism
A reasonable estimate of the total compensation range for this role is $65,000-$75,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Retirement Benefits Processor
Loan servicing specialist job in Alameda, CA
Title: Retirement Benefits Processor Department: Pension Union: Teamster 853 Grade: 4
The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role."
Key Duties and Responsibilities
Maintains current knowledge of assigned Plan(s).
Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
Responds to inquiries from participants, beneficiaries, and union representatives, directly or indirectly, regarding retirement benefits.
Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
Performs data entry and corrections to update members' information.
Updates retirement data in appropriate information systems.
Assists with special projects as requested by management.
Performs other duties as assigned.
Minimum Qualifications
High school diploma or GED.
Six months experience working in a professional environment.
Highly developed sense of integrity and commitment to customer satisfaction.
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
Ability to communicate clearly and professionally, both verbally and in writing.
Strong understanding of discretion and the appropriate handling of sensitive information.
Solid organization skills with an attention to detail.
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
Computer proficiency including MS Office tools and applications.
Preferred Qualifications
Bilingual English and Spanish, based on location needs.
Prior retirement plan administration experience.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you.
Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.
Compensation: $22.00-26.48/hr
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Auto-ApplyConstruction Disbursement Loan Administrator II
Loan servicing specialist job in Walnut Creek, CA
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws.
Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed.
May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies.
Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels.
Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings.
Monitor, collect, and review required due diligence items as applicable
Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports
Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements.
Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed.
Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines
Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits
Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for
Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term
Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals
Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks
Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system.
Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process
Monitor and manage interest reserve budgets and payments until the budget is fully disbursed
Other responsibilities as assigned
All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
H.S Diploma/GED. Req
5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required
2-4 years of Title and escrow experience Preferred
Demonstrated knowledge of title, escrow, survey, and loan documentation preparation
Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department
Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties
Excellent organizational and project management skills
Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents
Excellent technical expertise in construction draw administration functions
Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems
Excellent customer relations skills
Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization
Detail-oriented
Demonstrated ability to effectively multi-task and maintain a high level of organization
Demonstrated knowledge of accounting principles and loan accounting systems
Job Location(s): Ability to work fully onsite at posted location(s).
Mountlake Terrace, WA
Walnut Creek, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyConstruction Disbursement Loan Administrator II
Loan servicing specialist job in Walnut Creek, CA
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws.
Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed.
May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies.
Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels.
Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings.
Monitor, collect, and review required due diligence items as applicable
Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports
Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements.
Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed.
Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines
Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits
Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for
Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term
Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals
Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks
Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system.
Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process
Monitor and manage interest reserve budgets and payments until the budget is fully disbursed
Other responsibilities as assigned
All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
H.S Diploma/GED. Req
5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required
2-4 years of Title and escrow experience Preferred
Demonstrated knowledge of title, escrow, survey, and loan documentation preparation
Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department
Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties
Excellent organizational and project management skills
Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents
Excellent technical expertise in construction draw administration functions
Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems
Excellent customer relations skills
Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization
Detail-oriented
Demonstrated ability to effectively multi-task and maintain a high level of organization
Demonstrated knowledge of accounting principles and loan accounting systems
Job Location(s): Ability to work fully onsite at posted location(s).
Mountlake Terrace, WA
Walnut Creek, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyCommercial Mortgage Pursuit Specialist
Loan servicing specialist job in San Francisco, CA
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility.
In this role you will:
Analyze loans and identify high risk attributes
Assist in sizing deals and preparing preliminary underwriting for agency submission.
Support client communications throughout the transaction process; role will expand to include direct client engagement.
Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required.
Identify opportunities and strategies for process improvement and risk control development
Receive direction from manager and exercise independent judgment
Interpret policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Required Qualifications:
2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Prior experience in multifamily or commercial real estate finance is a plus.
Advanced Microsoft Excel skills, including proficiency in financial modeling.
Strong analytical skills with high attention to detail and accuracy.
Strong technical writing skills
Excellent verbal, written, and interpersonal communication skills
Experience guiding and mentoring more junior associates or analysts
Bachelor's degree in Finance, Real Estate, Economics, or related field
Job Expectations:
Candidates for this role will be required to work in-office 4 days a week.
Relocation assistance is not available for this position.
This role is not eligible for visa sponsorship
Location:
333 Market Street, San Francisco, CA 94105
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
$120,000.00 - $196,000.00
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 Dec 2025
*
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.
Loan Closer - Support
Loan servicing specialist job in Walnut Creek, CA
We are looking for an experienced SBA Loan Closer from Private banking- Support specialist to join our team on a contract basis in Walnut Creek, California. In this role, you will play a vital part in ensuring the successful completion of loan transactions by managing loan documentation, verifying compliance, and coordinating with various stakeholders. This position offers an opportunity to utilize your expertise in SBA loan closing processes, documentation systems, and regulatory requirements.
Responsibilities:
- Collect and review all necessary loan documentation to ensure accuracy and completeness, including title reports, lien searches, and compliance with authorization terms.
- Generate and maintain a comprehensive checklist of all required items for loan closing while ensuring pending items are resolved.
- Package loan files and related documents in accordance with organizational standards and regulatory guidelines.
- Obtain approval through E-tran and prepare authorization documents that align with credit terms and conditions.
- Draft loan documentation using Laser Pro, ensuring precision and compliance with established standards.
- Communicate effectively with clients, escrow/title companies, and insurance providers to coordinate smooth loan closings.
- Ensure collateral is safeguarded by perfecting liens in the appropriate positions.
- Conduct quality checks on all documentation to confirm adherence to eligibility criteria and organizational policies.
- Collaborate with internal and external teams to address any discrepancies or issues related to loan closings.
Requirements - At least 5-8 years of experience in loan closing and documentation, particularly with organizational loans.
- Comprehensive knowledge of eligibility criteria and regulatory guidelines for loans.
- Proficiency in Etran and LaserPro systems for loan documentation and approval processes.
- Skilled in using tools such as Adobe Acrobat, Automated Underwriting Systems, and LexisNexis.
- Strong attention to detail and organizational abilities to manage multiple tasks efficiently.
- Excellent judgment and problem-solving skills to address complex loan-closing scenarios.
- Clear and detail-oriented communication skills for effective collaboration with clients and stakeholders.
- Familiarity with compliance requirements and closing processes to ensure regulatory adherence.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Loan Processor - Boarding
Loan servicing specialist job in Fairfield, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Weekly Working Hours: 40
Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Responds to service requests. Calculates interest, loan payments, and balances. Handle the phone call inquiries in regard to consumer loan payments. Prepare histories for consumer loans.
Consumer Boarding:
Performs boarding (data entry) functions for Consumer loans (Indirect and Direct). Responds to service requests, handle phone call inquiries, calculates interest, loan payments and balances, review billing statements and does account research. Assists with special projects and performs additional job-related duties as required.
Commercial Boarding:
Performs boarding and maintenance functions for Commercial loans. Primary responsibility is the preparation, boarding and maintenance of all commercial and special handling loans. Monitoring and maintenance for all special handling designated loans.
Responds to service requests, handle phone call inquiries, and does account research. Assists with special projects and performs additional job-related duties as required.
Requirements
* One-year general business experience preferably with banking.
* Excellent communication, organization and analytical skills a must.
* PC proficiency required, along with the ability to function under very tight time constraints with few to no errors.
* 10-key and typing skills mandatory.
* Must be detailed oriented.
Requirements
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description
$16.50 - $18.98
Doc Specialist - PI
Loan servicing specialist job in Walnut Creek, CA
Full-time Description
We are a Price-Simms Family owned business that provides a family owned and team oriented work environment. We are looking for super motivated people highly focused on customer satisfaction and working as a team player.
We currently are looking to hire for the following position: Document Specialist.
Position Purpose:
This position performs the support for the sales team and prints DMV and bank documents.
Duties and Responsibilities:
- preparing paperwork for new/used vehicle sales
- checking accuracy of all data / signatures throughout the transaction
- calculating commissions
- preparing loan funding paperwork
- Assisting sales managers with collecting money at the time of transaction
- Maintaining confidentiality of customer information
- Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information
Requirements:
- must be extremely detail oriented and focused
- must be comfortable in fast-pace environment
- flexible schedule / weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week)
Job Type: Full-time only
$22 / hr
Requirements
Qualifications:
Must be able to navigate through computer software
Good attitude and sportsmanship
Some sort of customer service experience
Must know how to navigate through Google Drive
Maintains a professional appearance.
Ability to read, analyze and interpret the most complex documents.
Working Conditions:
Must be able to work under some stances of pressure
Must be able to multitask with talking to a sales manager and printing documents
Weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week)
Salary Description $22 / hr
Commercial Mortgage Pursuit Specialist
Loan servicing specialist job in San Francisco, CA
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility.
In this role you will:
Analyze loans and identify high risk attributes
Assist in sizing deals and preparing preliminary underwriting for agency submission.
Support client communications throughout the transaction process; role will expand to include direct client engagement.
Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required.
Identify opportunities and strategies for process improvement and risk control development
Receive direction from manager and exercise independent judgment
Interpret policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Required Qualifications:
2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Prior experience in multifamily or commercial real estate finance is a plus.
Advanced Microsoft Excel skills, including proficiency in financial modeling.
Strong analytical skills with high attention to detail and accuracy.
Strong technical writing skills
Excellent verbal, written, and interpersonal communication skills
Experience guiding and mentoring more junior associates or analysts
Bachelor's degree in Finance, Real Estate, Economics, or related field
Job Expectations:
Candidates for this role will be required to work in-office 4 days a week.
Relocation assistance is not available for this position.
This role is not eligible for visa sponsorship
Location:
333 Market Street, San Francisco, CA 94105
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
$120,000.00 - $196,000.00
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 Dec 2025
*
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.
Auto-ApplyLoan Boarding Specialist
Loan servicing specialist job in Novato, CA
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California.
The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records.
Essential Job Functions:
Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file.
Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions.
Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input.
Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral.
Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person.
Professional / Educational Experience
2 - 4 years related experience and/or training.
Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes.
The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability
Auto-ApplyCRA Loan Specialist
Loan servicing specialist job in San Francisco, CA
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts).
+ Maintain knowledge of Fifth Third Mortgage Company's policies and procedures.
+ Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
+ Conduct and coordinate homebuyer-training seminars for CRA potential applicants.
+ Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans.
+ Follow defined protocol for escalation of exceptions.
+ Take applicant applications by completing Fannie Mae form 1003 on the laptop.
+ Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS.
+ Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management.
+ Manage pipeline for all originated loans through closing and complete required management reports.
+ Communicate with applicants and/or referral sources by providing timely updates and progress reports.
+ Maintain high levels of customer service while managing each applicant*s and support staff*s expectations.
+ Attend and participate in all Consumer Lending meetings as required by management.
+ This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ High school diploma or equivalent mandatory. Four-year college degree preferred.
+ Knowledge of conventional and/or government lending guidelines.
+ Knowledge of residential mortgage processing, underwriting, and closing procedures.
+ Knowledge of federal lending regulations governing real estate lending.
+ Demonstrated organizational skills.
+ Strong written and verbal communications skills.
+ Demonstrated teamwork and customer service skills.
+ Proven computer skills.
+ Basic sales technique skills.
+ Strong desire to excel in a competitive environment.
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
CRA Loan Specialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- San Francisco, California 94111
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Senior Loan Funder
Loan servicing specialist job in San Francisco, CA
Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Sr.
Loan Funder for our Golden Gate Branch in San Francisco.
The PositionThe Real Estate Loan Funder/Closer is responsible for completing real estate lending functions with emphasis on the funding and closing process.
Major duties include preparation and verification of final closing documents for signing, timely loan funding, and verification of HUD Settlement Statements for closing.
This position coordinates signing appointments with escrow officers and members to ensure the timely completion of the mortgage transaction and assists or refers members as necessary.
The Real Estate Loan Funder/Closer must be registered and NMLS compliant.
Essential Functions and Responsibilities · Ensures timely preparation and accuracy of final closing document for submission to escrow company.
· Verifies that taxes and insurances are paid, or if payment is required at closing, and reviews and gathers all necessary documents prior to funding.
· Coordinates signing appointments with escrow officers and members, and when conducting verbal verification of employment prior to funding.
· Reviews all signed documents for signing accuracy and completeness prior to requesting loan funding.
· Prepares and reviews wire instructions for loan funding; verifies accuracy of fee data on escrow instructions, completes settlement of all fees and prepaid items to appropriate GLs, and ensures accurate calculations of prepaid items and sufficient reserves are collected for escrow accounts.
· Submits wire requests to EPC for funding disbursement within committed timelines.
· Completes the loan funding process in a timely manner upon confirmation from escrow officer.
· Follows up with appropriate parties with any post-closing issues that may arise, and supports others in the department as necessary· Verifies data and exports loan file from Loan Origination System to the loans servicing module and verifies the accuracy of the Final HUD Statement and request adjustments, if necessary.
· Provides all documents required for submission to the loan custodian and loan servicing departments.
· Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities · Requires a minimum of two (2) years of experience in real estate loan funding, with a minimum of two (2) years of experience working with credit unions or other financial institutions· Must possess knowledge of credit union real estate loan policies, procedures and credit union lending practices and practical knowledge of the compliance requirements involved in Final HUD calculations and tolerance levels· Must possess excellent organization and time management skills· Strong verbal and written communication skills with demonstrated ability to communicate professionally· Able to follow and process specific instructions and directives· Ability to provide prompt and professional service· Must possess excellent decision making skills, good judgment, be proactive, and have the ability adjust to a fast pace and challenging environment· Effective interpersonal skills and ability to work with staff and members in a professional manner· Must possess strong problem-solving skills· Computer literate and proficient in MS Office: Word, Excel, and OutlookWhy You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions.
No two days will be the same-and that's exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer.
In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Loan Processor - Boarding
Loan servicing specialist job in Fairfield, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Weekly Working Hours: 40
Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Responds to service requests. Calculates interest, loan payments, and balances. Handle the phone call inquiries in regard to consumer loan payments. Prepare histories for consumer loans.
Consumer Boarding:
Performs boarding (data entry) functions for Consumer loans (Indirect and Direct). Responds to service requests, handle phone call inquiries, calculates interest, loan payments and balances, review billing statements and does account research. Assists with special projects and performs additional job-related duties as required.
Commercial Boarding:
Performs boarding and maintenance functions for Commercial loans. Primary responsibility is the preparation, boarding and maintenance of all commercial and special handling loans. Monitoring and maintenance for all special handling designated loans.
Responds to service requests, handle phone call inquiries, and does account research. Assists with special projects and performs additional job-related duties as required.
Requirements
One-year general business experience preferably with banking.
Excellent communication, organization and analytical skills a must.
PC proficiency required, along with the ability to function under very tight time constraints with few to no errors.
10-key and typing skills mandatory.
Must be detailed oriented.
Requirements
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $18.98
Loan Processor Utility - Charge Off Support
Loan servicing specialist job in Fairfield, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must.
Provide support for banks Consumer and Commercial Loan Adjustment Departments
Proficient with MS Access, Excel & Word
Answer phone calls/emails from Officers regarding charge off related items
Applying payments to each bank correct General Ledger Accounts
Processing Charge-offs (C/O) and Recoveries within deadline
Processing special C/O requests: Contra Reversal, OREO
Prepare Projection Report for distribution to LAD Manager as assigned
Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests
Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database
Prepare & Pay Repo Invoices
Liaison between internal/external auditors
Research information within bank systems and files
Daily balancing to specific GL's
Preparing Fee Worksheets and Transfers
Scanning
Month end Board Reports, OREO certifications
Monthly Balance Offs
Notary, is a plus
Requirements
Solid computer skills with experience working with different system applications including Microsoft Word and Excel.
Comfort and confidence in working directly with senior banking staff.
Excellent verbal and written communication including spelling and grammar.
PC and typing proficiency, organizational and analytical skills.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $20.77