Loan servicing specialist jobs in Providence, RI - 78 jobs

Full-time Description Job Title: Loan Servicing Specialist Reports To: AVP, Loan Servicing About us: Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that matches up with their current and future goals. At Naveo, it's your journey. About the role: Responsibilities include: Input new loans from Encompass into loan service systems, establishes complete digital and physical files and accurate records. Maintains current and accurate daily loan reports (loan maintenance and payoff reports) from COCC Synergy. Responds to member inquiries, resolves problems, and escalates any problem or concerns to management. Handles Automated Credit Dispute Verifications (ACDV) in compliance with Fair Credit Reporting Act (FCRA) responses through E-Oscar system. Acts as liaison between Collateral Protection Provider and CU to ensure proper insurance coverage as required. Ensure timely follow-up of lien perfection at Registry of Motor Vehicles (RMV) or Registry of Deeds using Vintek. Processes Consumer, Mortgage and Commercial paid loans and the release of all documents. Maintain vendor relationships and reporting for State National vendor. Processes escrow disbursements (Real Estate Taxes, Insurance, PMI, etc.) Reviews real estate delinquency reports and resolves delinquencies. Prepares all investor loan and sold participation loan reports monthly. Prepares necessary discharge documents in a timely fashion for paid-in-full loans. Prepares monthly credit committee reports package such as monthly list of new loans, credit quality, portfolio breakdown, etc. Reviews daily reports and daily general ledgers for any discrepancies in loan reporting or loan booking transactions. Reviews loan denials and withdrawals for completeness and accuracy to report in the monthly credit committee package. Retains a working knowledge of all credit union services and support tools relative to the lending area. Our ideal candidate looks like: Education/Experience: · Associates degree preferred. · Minimum of 2 years related experience and/or training. · Excel/PowerPoint proficient. · Portuguese and/or Spanish language skills preferred. Compensation disclosure: Pay within the range posted will be commensurate with the applicant's experience and qualifications for the role. $21.00 - $25.00/hr. Have some of the above skills or qualifications, but not others? Contact us and let us know why you think you'd be a fit. MORE ABOUT US: Our team is made up of experienced and dedicated employees seeking to make an impact in the communities we serve by supporting our local economy, small businesses and community organizations. Interested in bringing value to our members and neighbors? Seeking to develop your skills? You might be a fit for one of our openings. Naveo Credit Union, formerly Cambridge Portuguese Credit Union, was incorporated in 1928 by members of the Portuguese-American community as a place for their community to grow their savings with confidence and borrow money at low rates. In 2014, we changed our name to Naveo Credit Union to complement the changing demographics of the area -- we welcome everyone in the community to become a member. We are socially responsible, supporting local non-profit organizations that serve our membership. Naveo is an equal opportunity employer that values diversity. We do not discriminate based on perceived or actual race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, or status as an individual with a disability. Naveo is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities.

Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace. With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including. • Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here) • Collabera listed in GS 100 - recognized for excellence and maturity • Collabera named among the Top 500 Diversity Owned Businesses • Collabera listed in GS 100 & ranked among top 10 service providers • Collabera was ranked: • 32 in the Top 100 Large Businesses in the U.S • 18 in Top 500 Diversity Owned Businesses in the U.S • 3 in the Top 100 Diversity Owned Businesses in New Jersey • 3 in the Top 100 Privately-held Businesses in New Jersey • 66th on FinTech 100 • 35th among top private companies in New Jersey *********************************************** Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Contract Duration: 5 months Pay rate: $23/hr Primary responsibility is to prepare accurate legal documentation in accordance with Bank policies/procedures and to facilitate loan closings directly with the client and/or vendors, which includes routine to complex transactions. The role requires the individual to work with various vendors to perform due diligence (property appraisal, flood and hazard insurance, title, etc) to perfect the security interest in the various types of collateral pledged to the Bank by the borrower as security for a loan or line of credit. Key Metrics: Monthly Productivity Quality/Accuracy Timeliness/Cycle Time Client Satisfaction Risk Qualifications Required Skills: Bachelors Degree is preferred Financial Acumen (preferably with business lending, legal and risk) Strong Technical Skills - computer savvy, must be able to toggle across multiple systems Must be able to use Word and Excel Ability to multitask and prioritize competing requests - it's a fast paced environment Strong Customer Service and Communication Skills - lot of interaction with Client Managers Additional Information If you are interested, please feel free to contact me: Laidiza Gumera ************ *******************************

Title: Senior Commercial Loan Servicing Representative Department: Loan Servicing Reports to: Loan Servicing Officer Supervises: None Classification: Non-exempt Date Prepared: October 27, 2025 Summary / Objective The Senior Commercial Loan Servicing Representative responsibilities include performing a variety of loan servicing and processing activities in conformance with established bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Experience & Education Requirements: Bachelor's degree or equivalent lending experience Background in financial institution's real estate, commercial and/or consumer lending procedures Excellent understanding of lending procedures, Federal and State lending regulations Proven customer service skills Essential Job Functions: Responsible for booking and/or modifying commercial loans. This entails the ability to read and interpret promissory notes and modifications agreements to establish the proper schedules and data in the system that will reflect the contract with the member. Must be able to use sound judgment when selecting codes such as property type, account type, flags, etc. as each of these is critical to the system and reporting Perform a post-closing review of all new loans and amendments for compliance and accuracy, while working closely with the closing attorneys and relationship managers to ensure that all changes are completed, and loans are closed in compliance with the approval. Review legal documents for accuracy and completeness. Maintain, manage, and track all pending and outstanding loan documents, resolve exceptions and ensure that any missing or incorrect information is identified and promptly corrected Ensure collateral recording information is secure and maintained in the core banking system Monitor, maintain and update rate and payment change records as required. Send adjustment notices to customers and respond to any customer inquiries or concerns. May manually calculate daily interest rate and per diem rate for customer/lender/attorney. Review various reports to clear system errors and update loans as needed Research and resolve servicing issues in support of loan officers and customers within the scope of authority and expertise. Perform complex transactions, and loan payments, including but not limited to recalculating principal, interest and other payment information for accounts and performing escrow as necessary. Monitor real estate taxes, flood & hazard insurance, and other charges on secured properties Instruct vendors to impose forced-placed insurance coverage on acquired properties, ensure proper coverage, and pay premiums. Process commercial mortgage, commercial loan, and construction loan payoff requests from internal and external customers Prepare paid off documentation for the customer and/or attorney, releasing collateral liens Review various daily monitoring reports to ensure payments were processed correctly. Adhere to timelines and deadlines established based on client needs and department workflow. Perform other job-related duties as assigned by Managers(s). Qualifications Required knowledge, skills & abilities: Excellent knowledge of banking regulations and policies and procedures Knowledge of loan processing practices, methods and procedures Knowledge of Commercial, Real Estate and Consumer loan files and documents Excellent interpersonal, communication & computer skills Ability to apply critical thinking and problem-solving skills Ability to provide courteous, knowledgeable and professional customer service on the phone Ability to assume responsibility, display initiative, exercise good judgment and make and act upon decisions with minimal supervision. Ability to perform accurate data input into a variety of software; COCC, DNA preferred, yet not required Successful completion of in-house training programs or other approved training programs Compliance with BSA regulations as appropriate to the position Physical Demands and Work Environment: Ability to use standard equipment such as computers, phones, photocopiers Requires manual dexterity and sitting and standing for longer periods of time Must be able to work schedules that meet the needs of the Bank, which may include early morning, evening and /or weekend hours Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is expected that from time-to-time other duties, both related and unrelated to the above, may be assigned and therefore, required.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************

The HIS Processor II is responsible for the effective coordination, organization and accuracy of information and records of varying levels of complexity. Provides administrative support and coordination, primarily focused on supporting incoming telephone calls and performing medical records (both written and verbal ROI) responsibilities. Operates at a moderate to high level of independence and assists less experience team members. Functions as a content expert/resource leader/champion in HIS responsibilities. Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS, and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals. **Primary Duties and Responsibilities** + Works in collaboration with the DFCI Longwood based Health Information Services staff to ensure Quality Control of all aspects of the electronic health record processing. + Will assist Longwood Health Information Services in its efforts to meet and/or exceed patient, physician and customer expectations at satellite location. + Reviews daily visit lists for correct data; checks all electronic charts for any missing documents or recent reports, scans any/all data into the electronic medical record. + Reviews daily listing information against existing records for accuracy and completeness, verifies demographics and makes corrections as necessary. + Sorts, files, and collates, medical records such as admission slips, lab and pathology reports, and clinical notes and scan all into EMR. + Obtains lost or missing records in accordance with established procedures. Communications with hospitals, IT departments, referring physicians, etc. + Manages existing paper charts, including scanning and sending to off-site storage facility. + Reviews and administers all consent forms, including mailing and scanning into charts. + Picks up and scans incoming paper data from the front desk and throughout clinic. + Manages both incoming and outgoing faxes. Takes corrective action as needed. + Provides general institute, disease, or program-specific information to callers/patients within the scope of knowledge and authority. + Ensures compliance with DFCI policies and procedures for electronic health information in EPIC. + Adheres to standard operating procedures and compliance requirements. + Enters telephone encounters in EPIC and routes to the appropriate provider, staff member, etc. + May assist with the document preparation for incoming FMLA, Disability, SSA Form requests. + Processes incoming and outgoing mail. + Perform other duties as requested. + Assists in training of new HIS staff + Supports patients with the completion of ROI's etc. + Works closely with the ONN's/providers supporting real time medical documentation needs. + Acts as a liaison with HIS Boston to ensure proper processing of medical records and legal requests. **Knowledge, Skills and Abilities** + Excellent communication, organizational skills, attention to detail, time management, and customer service skills + Ability to multitask + Excellent phone etiquette + PC proficiency + Knowledge of medical terminology is preferred + Able to quickly comprehend and implement new concepts or modifications to processes. + Ability to function as an integral member of a team + Ability to work cooperatively and communicate effectively with staff groups at various levels + Ability to effectively assist and provide training support for less experienced team members + Ability to work at a moderate to high level of independence and manage tasks of varying levels of complexity **Minimum Job Qualifications** + High School diploma required. High School Diploma/GED required, Associate or bachelor's degree preferred. + 3 years' experience working in a medical setting (Degree may substitute for experience). + Extensive knowledge of insurances needed to support patient disability, FMLA requests. **License/Certification/Registration Required:** None **Supervisory Responsibilities:** No **Patient Contact:** None At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are committed to having faculty and staff who offer multifaceted experiences. Cancer knows no boundaries and when it comes to hiring the most dedicated and compassionate professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply. Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law. **EEO Poster** . Pay Transparency Statement The hiring range is based on market pay structures, with individual salaries determined by factors such as business needs, market conditions, internal equity, and based on the candidate's relevant experience, skills and qualifications. For union positions, the pay range is determined by the Collective Bargaining Agreement (CBA). $49,500.00 - $56,900.00

SCU Credit Union has a mission to positively impact the financial well-being of our members by providing access to a wide range of products and services; to support the diverse communities we serve through education and collaboration; and to foster a rewarding environment for our employees! We put our members at the heart of everything we do and strive to exceed their expectations by providing: integrity, collaboration, accountability & excellence. If you align with these values too, we would love for you to join our team! SUMMARY Provides support to the Commercial Lending department in all aspects of Loan Document preparation and Portfolio Management. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for administrative support to the Department Head, Business Development Officers, and Commercial Loan Officers in all phases of processing, closing, and annual reviews of Commercial and Member Business Loans. Responsible for reviewing the loan approval for completion of all due diligence, pre closing conditions, collateral and guarantor requirements and ensure the OFAC checks have been completed on borrowers, guarantors and authorized signors. Responds to inquiries regarding new Commercial and Member Business Loans in process, and portfolio loans including requests for annual financials requested. Track and request appraisals, environmental reports, construction inspections, and legal work. Set up Borrowers in Sageworks and maintain electronic file for loans. Prepares commitment letters and legal documentation in accordance with loan approval terms and conditions. Performs additional duties such as ensuring proper credit approval has been received prior to funding a loan and verifies Member requests for advances on lines of credit prior to loan servicing processing request. Coordinate loan closing by communicating with the Attorney and/or loan officer; prepares necessary loan documentation for new loan requests or modifications to existing loans, ensuring adherence to required loan terms and conditions. Work in conjunction with closing attorneys, various vendors and members to aid in closing process. Prepares general ledger block entries for processing by loan servicing on loan closings and/or by request as received from Members to draw funds from existing lines of credit loans or any other transaction requests from borrowers. Completes a wide variety of tasks including workflows, ticklers, internal loan reports, loan correspondence, internal memorandums, forms, and general ledger reports. Prepares correspondence and reports as needed. Including annual review tracking report, 0-29-day loan delinquency reports, and general ledger reconciliation. Develop and maintain knowledge of all commercial and member business products and services within the credit union including Small Business Administration (SBA) products and guidelines. Provide friendly, accurate, professional service to members and associates by responding to messages and correspondence within 24 hours. Meet crucial deadlines requested. Maintain the loan pipeline on a weekly basis; Work with credit analyst or third-party vendor to ensure loans are reviewed and decision in a timely manner. Meet or exceed the minimum established individual goals each month. Maintains current knowledge of loan policy, lending regulations and commercial credit standards. Must comply with regulatory compliance and assigned training requirements including but not limited to with all applicable federal and state regulations, including but not limited to the Bank Secrecy Act, Fair Lending laws (Equal Credit Opportunity Act, Fair Credit Reporting Act, Fair Housing Act, Home Mortgage Disclosure Act, Community Reinvestment Act) OFAC, Regulation O and the Flood Disaster Protection Act. Demonstrates continual learning by attending industry seminars, webinars, and other training programs. Performs other related duties as assigned or requested. Disclaimer: The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. SUPERVISORY RESPONSIBILITIES: NONE Requirements QUALIFICATIONS: Plan and organize workload with appropriate priorities. Must be flexible for work scheduling as required. Attend job-related meetings, seminars, and training sessions as required. Proficient computer skills including Word and Excel Multi-tasking Skills, ability to prioritize and meet deadlines. Available to work varying hours and overtime if needed. Ability to work independently. Understanding of Small Business Administration 7A, Express and/or 504 loan programs. Excellent oral and written communication skill, as well as math skills Experience working with bank core systems. Sound knowledge of commercial loan policies, compliance, and loan operations. Excellent communication and interpersonal skills. Ability to organize and prioritize work and the ability to work with minimal supervision. Attention to detail and ability to multi-task. Effective organizational and customer service skills. Must possess at least intermediate technology skills, including knowledge of word processing, database and spreadsheet applications. EDUCATION: Minimum high school education or GED; preferred. Associate degree or equivalent in experience. Minimum of 2 years banking or job-related experience. SCU Credit Union is an equal employment opportunity employer. Salary Description $23 - $28 per hour based on experience.

Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community? At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It's why we've earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century. Receives incoming Consumer Lending calls; provides Five Diamond customer service with the objective of taking loan applications. Makes outbound contact with members who submitted leads for loan information, Tire & Wheel, and Extended Warranties. What you will do: Receives incoming Consumer Lending calls; answers member loan inquiries with regards to loan applications and conveys detailed information regarding all Club products and services; provides Five Diamond customer service during all business transactions. Submits loans applications following business line protocol for receipt and exchange of information; ensures accurate information regarding loan application is expeditiously transmitted to lending institutions. Responds to requests with professionalism and Five Diamond Service to provide accurate information. Makes outbound contact to members regarding lead submissions for loan, Tire & Wheel and Extended Warranty inquiries. Provides quotes for Tire & Wheel and Warranty inquiries including the sale of the product if applicable following applicable business line protocols. Develops full knowledge of Club products and services offered by other Club business lines to facilitate cross-selling and complete member servicing. Qualifications Education High School Diploma or GED Required and Associate's Degree Preferred Experience sales experience preferably in a financial services institution or call center environment Required and Demonstrated Leadership skills or prior supervisory experience Preferred AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran's status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.

Role: Responsible for loan payment processing and administration; reconciliation; administration of insurances, and communication with members on open loans.Essential Functions & Responsibilities: Maintains mortgage information including payment postings, updating member information, processing payoffs, curtailments, monthly billing statements, adjustments, account research, etc. Maintains knowledge and understanding of regulatory guidance. Ensures compliance with policy and procedure. Answers telephone enquiries from members on routine inquiries regarding payoffs, change of owner, note modifications, beneficiaries and other details of existing loans. Prepares and performs monthly and quarterly escrow disbursements. Conducts escrow analysis. Researches and answers inquiries on escrow accounts. Acts as liaison with servicing vendors. Responsible for monthly interest rate adjustments. Ensure notices are accurate and sent out in a timely manner. Answers all inquiries related from members and staff. Processes secondary market sales of mortgage loans. Ensures compliance with Credit Union policy and procedure. Conducts annual HELOC reviews, ensuring compliance with policy and procedure. Prepare routine letters to members. Prepare reports as directed and assist in preparation for audits. Performs other job related duties as assigned. Knowledge and Skills: Experience One year to three years of similar or related experience. Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills Microsoft Office proficiency, excellent communication skills. Physical Requirements General requirements: Full upper extremity range of motion Full lower extremity range of motion Continuous: Hearing, talking, sitting Frequent: Standing, use hands and fingers to handle or feel Occasional: Walking, reaching with hands and arms, stooping and crouching Work Environment The above information on this position description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assign to this job. Job descriptions are not intended as and do not create employment contracts. Taunton Federal Credit Union maintains its status as an at-will employer. Employment is not for any specific time and may be terminated at will, without notice, at any time with or without cause. Employees may also resign at any time.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: Exceptional mortgage processor sought to support a high-performing origination team. Competitive compensation structure with significant bonus potential-six-figure total income achievable. The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. 2+ years of residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $25.00-$28.00 Bonus: Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Coastal1 Credit Union is seeking a Mortgage Closer II for our Real Estate Lending team! The role of Mortgage Closer is responsible for the timely closing of residential mortgage applications ensuring that all loan documentation is complete, accurate and complies with regulatory agency and internal policies. Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro, MA. We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve. Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more! Duties and Responsibilities Maintain current and accurate knowledge of all loan programs offered by Coastal1, as well as current and thorough knowledge of industry standards for loan documentation including secondary market, government regulatory agency, FNMA, VA, USDA Rural Housing, RI and MA Housing Agencies. Verify and input all closing data accurately into the LOS system and the closing documentation system for all loan types, including conventional, FHA, VA, USDA, and construction-perm loans. Prepare and send Closing Disclosures to all borrowers in compliance with CFPB and TRID guidelines and timeframes. Follow up with the borrower for acknowledgements. Retain all documentation showing disclosure and receipt in file. Responsible for verifying adequate coverage for Flood and Hazard Insurance. Ensure all closing and processing conditions are cleared, complete verbal VOE, and complete soft-pull credit prior to approving disbursement of mortgage funds. Responsible for completing funding sheets and loan set-up sheets. Enter on FISERV loan system. Coordinate all aspects of the closing process and ensure compliance with appropriate regulations. Assist in clearing noted pre- and post-closing file conditions and/or exceptions. Respond to all inquiries and requests by internal/external customers. Provide guidance to less experienced closers. Review mortgage file to ensure that all applicable disclosures have been signed, initialed, and dated by borrower(s). Disclosures not properly executed will be sent to mortgage closing for execution. Review underwriting approval sheet to ensure approval is within established limits and conforms to Coastal1's guidelines. Contact members, realtors, attorneys, etc., to request missing or erroneous information. Review title work provided for defects. Ensure legal description matches subject property, and all other identifying information corresponds to other documentation in the file. Verify legal description on appraisal and title binder. Ensure final 1033 (Uniform Residential Applications) contain all verified information based on RMCR, VOE's, VOD's, appraisal, title binder and member supplied information. Prepare and review all closing documentation, ensuring compliance. Schedule mortgage closings. Coordinate time and date with all parties (i.e., buyer, seller, closing agent, realtor, etc.). Calculate closing figures and coordinate loan funding with accounting department. Effectively communicate and coordinate with Closing, Funding and Secondary departments. Oversee the transfer of the loan file to Loan Servicing. Ensure compliance with Coastal1's Bank Secrecy Act/Anti-Money Laundering Policy and related procedures, Member Identification Program, and the Office of Foreign Assets Control screening and record keeping requirements. Perform other duties as required. Education and Experience Requirements Minimum of a high school diploma or equivalent required. Associated degree preferred. At least 2 years demonstrated successful lending function or closely related field experience required; Familiarity with EllieMae/Encompass Loan Origination System preferred. Must register/be registered by the Nationwide Mortgage Licensing System and Registry. PC Proficiency to include Microsoft Office and other banking software. Excellent communication skills, both written and verbal. Must understand basic math concepts. Ability to manage multiple priorities simultaneously with time management/organizational/multi-tasking skills. Must be able to work under pressure and have the ability to meet deadlines. Ability to maintain a positive and upbeat Credit Union image. Ability to handle confidential information securely. Must be capable of accurate and timely performance of duties. Ability to work collaboratively across all levels and functions of Coastal1 to coordinate solutions. Bi-lingual helpful. Equal Opportunity Employer

* Schedule will be 16 hours every weekend - Saturday and Sunday from 7-330pm and holidays * Environmental Service Positions are currently eligible for a Sign-on Bonus of $1,000* Working in Environmental Services makes you an integral part of our hospital. You'll work with diverse employees and see all aspects of our hospital functions while ensuring that your colleagues have a clean and safe environment to treat our patients properly. With lots of opportunities to grow and excellent benefits, you'll be able to shape your career and build a future here at Boston Children's Hospital. Key Responsibilities: * Performs all daily sterilization and disposal duties related to preparation, operation, maintenance and cleaning procedures on the San-I-Pak (regulated waste processing) machine. Ensures biohazardous material is not radioactive * Sets up equipment at the beginning of each shift * Loads San I Pak with regulated waste for proper sterilization. Also loads regular (solid) waste for compaction before final disposal * Checks control panel, gauges and chart recorder for proper functioning * Monitors digital display during operation to ensure machine is properly functioning and notifies supervisor of any changes in system operation * Conducts spore tests on a regular basis, logging results. Alerts supervisor to reportable results * Enters data (processing times, weights, volume) into daily log. Monitors trends and informs supervisor of extreme discrepancies * Coordinates all activities related to the San I Pak machine during shift Education & Experience: * 1 year experience in a closely related field is required * The ability to read and understand written instructions in English * The ability to add and subtract numbers, and make comparisons between numbers and letters * The ability to understand and respond to simple written or verbal instructions in English. Incumbents must respond appropriately to instructions, questions or requests for information * The ability to be courteous when occasionally making contact with patients and/or visitors Boston Children's Hospital offers competitive compensation and unmatched benefits including flexible schedules, affordable health, vision and dental insurance, child care and student loan subsidies, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition and certain License and Certification Reimbursement, cell phone plan discounts and discounted rates on T-passes. Experience the benefits of passion and teamwork. The posted pay range is Boston Children's reasonable and good-faith expectation for this pay at the time of posting. Any base pay offer provided depends on skills, experience, education, certifications, and a variety of other job-related factors. Base pay is one part of a comprehensive benefits package that includes flexible schedules, affordable health, vision and dental insurance, child care and student loan subsidies, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition and certain License and Certification Reimbursement, cell phone plan discounts and discounted rates on T-passes. Experience the benefits of passion and teamwork.

* Primary Function: Under the supervision of the Department Manager, processes consumer loans on a timely and accurate basis and provides a consistently high level of quality service to members and potential members in the lending process. Prepares, analyzes, processes, and documents all required forms and documentation for consumer loan products. Provides member and departmental support for all aspects of consumer loan and consumer loan servicing within the Credit Union. Handles all member transactions with complete discretion and confidentiality. This is a Mid-Level position. Essential Duties and Responsibilities: * Coordinates with consumer loan applicants in person, by phone and/or electronically and assists member in providing information, answering questions, and completing loan application. * Ensures that all members and potential members feel welcomed to the Credit Union and are supported professionally in the process. * Requests and reviews all required information and documentation to secure a consumer loan and researches discrepancies. * Interviews and originates potential consumer loan applicants for approval and/or denial. * Answers questions for members throughout the process. Explains the loan process to include loan options, insurance required on Credit Union loan products, loan policies, interest rates, payoffs, etc. * Prepares credit investigation and verification for related applications. * Verifies contents and completion of approved loan folders and inputs on the computer system. * Maintains a filling system and procedures to monitor that the required documentation is received in a timely manner and maintained appropriately and according to policies and procedures. * Closes approved loans; completes all necessary loan documents to close the file; and prepares payroll designation and all other related documents to bring to completion. * Processes daily mail payments for consumer loans, when assigned. * Informs members of Credit Union products and services, explaining features and benefits; cross-sells products and services when appropriate and within scope of responsibility. * Functions as needed to positions within the Loan Origination/Servicing Department as required. * Cross-trains and performs all positions within the Loan Department. * Responsible to maintain and control lending file folders. * Coordinates documentation and maintains up-to-date files. * Provides backup support for Lending Reception desk and related department mailings. * Attends training sessions upon request. * Adheres to the anti-money laundering policy and the Bank Secrecy laws. * Assumes other duties as new products, services, or technology are introduced. Note: The above is a description of the ordinary and essential duties of the position. Other duties both related and unrelated to the above may be assigned and therefore required. Knowledge, Skills, and Experience Required: * Professional and pleasant interpersonal and communication skills are essential for servicing Credit Union members and projecting a positive image as representative for the Credit Union. * General knowledge of all Credit Union products and services as well as credit procedures (required). * Requires education equivalent to a four-year high school education. Proficiency with computer software applications including Word and system applications is required. * Two years of experience in a bank, Credit Union, or mortgage company (required). * Position requires the ability to read and understand oral and written instructions. Requires the ability to effectively communicate with members or employees and to solve day-to-day problems involving several variables in standard situations. * Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest). Disclaimer: The above information on this position has been designed to indicate the general nature and level of work performed by employees within its classification. It is not designated to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Location: East Greenwich, RI Office Location *Hybrid eligible (Hybrid = at least 3 days in office) Department: Retail - East Greenwich, RI General Business Hours: M-F: 9:00 a.m. - 5:00 p.m. Shift: 40 hours per week. Eligible for approved overtime. Managed by (Title): Branch Manager and/or Loan Officer Supporting Compensation: $16.00 -$23.00 per hour with commissions/overrides based on performance FLSA Status: Non-Exempt Last Updated: 3.14.2025 SUMMARY The Junior Loan Officer is responsible for playing a key role in supporting Loan Officer activities, including building client relationships with realtors, builders, home buyers, financial planners and others. While supporting Loan Officers, the Junior Loan Officer will receive exposure, mentorship and ability to create their own client base. The Junior Loan Officer has the opportunity to produce and originate loans (with an active license), which will set them on a career path to become a Loan Officer or Senior Loan Officer. If you are passionate about helping clients achieve their dreams to become a home owner, speak Spanish and looking to expand your knowledge base in the mortgage industry, this position is for you! KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED Technical Knowledge, Years of Related Experience, Skills, Licenses, and Systems Experience Education: Minimum of a high school diploma required. Experience : Minimum 1+ years' of loan origination experience, loan officer assistant experience, strong sales experience or experience working in the mortgage industry required. Minimum 1+ years' of marketing experience in sales environment is a plus Skills: Detail oriented with strong follow-up skills. Interpersonal skills that forge professional relationships and support, strong oral, verbal and written communication. Ability to speak and understand Spanish a requirement. To be knowledgeable and able to articulate all aspects of loan products offered, such as: FHA/VA, FHLMC, FNMA, JUMBO and all other loan programs that Embrace offers. Strong skillset in social media marketing and ability to gain customer interaction with such marketing techniques. License: Must currently have an active Mortgage Loan Originator (MLO) license through NMLS prior to receiving a job offer. Systems: Experience using Empower Loan Management Software preferred and training is provided. Other systems/platforms are used daily such as Microsoft Office Suite, Adobe, DocuSign, Total Expert, etc. TRAINING REQUIRED Participate in additional training on sales, technology, products, procedures and pricing on an ongoing basis. Complete annual training as required by company policy and law on an annual basis in a timely manner. Follow through on all professional conditions and continued education requirements for NMLS licensure. RESPONSIBILITIES Establish, develop and maintain client referral relationships with Realtors, builders, Developers, CPA's, financial planners and make sales calls on potential or existing customers in order to develop new business and/or retain existing business. Duties would include: Counseling and pre-qualifying potential homebuyers. Taking a complete and accurate loan application. Obtaining all necessary support documents along with the appropriate fees and lock-in information. Overseeing the loan process by monitoring loan status and ensuring conformity with term. Assisting in collecting additional documents and promptly communication loan status to all interested parties. Obtaining loan documentation after closing as directed by corporate or senior management. Actively manage marketing on social media for your own personal production and for assigned Loan Officer or Branch Manager Keep informed of trends, changes, regulations and developments in the local real estate market and competitor activity. Understand all origination, processing, appraisal, underwriting and closing requirements for Embrace and investor guidelines pertaining to both governments insured and privately insured mortgages. Ability to accurately negotiate price, terms and conditions with mortgages. Maintain a professional image and standards consistent with company policies and procedures Other duties as assigned by the Branch Manager or assigned Retail Loan Officer. SPECIFIC ACTIVITIES Attend and participate in all Monthly Awards Ceremonies, Corporate Gatherings (including travelling to headquarters quarterly), attend Sales Calls & Training Events. Read all newsletters and bulletins to remain current on corporate policies, procedures, and developments. Occasionally participate in branch/headquarter meetings that require attendance. MEASUREMENTS OF SUCCESS Develop and manage a pipeline of users, referrals, client relationships, etc. Increase customer base via Marketing tactics Relationship management and Customer Satisfaction Ability to originate loans for personal and team production WORK ENVIRONMENT AND DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: Office / Hybrid schedule Possible Work Hazards: Minimal Physical Demands: Light OTHER CONSIDERATIONS/DISCLAIMERS Disclaimer: This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks as assigned by supervisory personnel, regardless of job title or routine job duties. ADA Compliance: Embrace Home Loans is an Equal Opportunity and ADA compliant Employer, committed to diversity in the workplace. Disclaimer for Connecticut Applicants: The applicant is not required to disclose the existence of any erased criminal history record information, erased criminal history record information are records pertaining to a finding of delinquency or that a child was a member of a family with service needs, an adjudication as a youthful offender, a criminal charge that has been dismissed or nolled, a criminal charge for which the person has been found not guilty or a conviction for which the person received an absolute pardon or criminal records that are erased pursuant to statute or by other operation of law, and Any person with erased criminal history record information shall be deemed to have never been arrested within the meaning of the general statutes with respect to the proceedings so erased and may so swear under oath. Work Location Information: Embrace supports hybrid work where business needs allow, but is rebuilding a community that looks forward to collaboration within an office setting. All remote work, if allowed, must be performed in a state in which Embrace is registered to do business or presently open to payroll withholding, unemployment insurance as well as workers compensation. Those states are as follows: Alabama, Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Maine, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Even if remote work is permitted, some presence in an office may be necessary based on needs, the nature of work, or in support of corporate sponsored events designed to build community. If your position requires an MLO license, you must be employed within commutable distance of an Embrace office (no home offices) and open to reporting to the office location when required.

Job Title: Loan Servicing Specialist Reports To: AVP, Loan Servicing About us: Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that matches up with their current and future goals. At Naveo, it's your journey. About the role: Responsibilities include: * Input new loans from Encompass into loan service systems, establishes complete digital and physical files and accurate records. * Maintains current and accurate daily loan reports (loan maintenance and payoff reports) from COCC Synergy. * Responds to member inquiries, resolves problems, and escalates any problem or concerns to management. * Handles Automated Credit Dispute Verifications (ACDV) in compliance with Fair Credit Reporting Act (FCRA) responses through E-Oscar system. * Acts as liaison between Collateral Protection Provider and CU to ensure proper insurance coverage as required. * Ensure timely follow-up of lien perfection at Registry of Motor Vehicles (RMV) or Registry of Deeds using Vintek. * Processes Consumer, Mortgage and Commercial paid loans and the release of all documents. * Maintain vendor relationships and reporting for State National vendor. * Processes escrow disbursements (Real Estate Taxes, Insurance, PMI, etc.) * Reviews real estate delinquency reports and resolves delinquencies. * Prepares all investor loan and sold participation loan reports monthly. * Prepares necessary discharge documents in a timely fashion for paid-in-full loans. * Prepares monthly credit committee reports package such as monthly list of new loans, credit quality, portfolio breakdown, etc. * Reviews daily reports and daily general ledgers for any discrepancies in loan reporting or loan booking transactions. * Reviews loan denials and withdrawals for completeness and accuracy to report in the monthly credit committee package. * Retains a working knowledge of all credit union services and support tools relative to the lending area. Our ideal candidate looks like: Education/Experience: * Associates degree preferred. * Minimum of 2 years related experience and/or training. * Excel/PowerPoint proficient. * Portuguese and/or Spanish language skills preferred. Compensation disclosure: Pay within the range posted will be commensurate with the applicant's experience and qualifications for the role. $21.00 - $25.00/hr. Have some of the above skills or qualifications, but not others? Contact us and let us know why you think you'd be a fit. MORE ABOUT US: Our team is made up of experienced and dedicated employees seeking to make an impact in the communities we serve by supporting our local economy, small businesses and community organizations. Interested in bringing value to our members and neighbors? Seeking to develop your skills? You might be a fit for one of our openings. Naveo Credit Union, formerly Cambridge Portuguese Credit Union, was incorporated in 1928 by members of the Portuguese-American community as a place for their community to grow their savings with confidence and borrow money at low rates. In 2014, we changed our name to Naveo Credit Union to complement the changing demographics of the area -- we welcome everyone in the community to become a member. We are socially responsible, supporting local non-profit organizations that serve our membership. Naveo is an equal opportunity employer that values diversity. We do not discriminate based on perceived or actual race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, or status as an individual with a disability. Naveo is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities.

Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace. With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including. • Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here) • Collabera listed in GS 100 - recognized for excellence and maturity • Collabera named among the Top 500 Diversity Owned Businesses • Collabera listed in GS 100 & ranked among top 10 service providers • Collabera was ranked: • 32 in the Top 100 Large Businesses in the U.S • 18 in Top 500 Diversity Owned Businesses in the U.S • 3 in the Top 100 Diversity Owned Businesses in New Jersey • 3 in the Top 100 Privately-held Businesses in New Jersey • 66th on FinTech 100 • 35th among top private companies in New Jersey *********************************************** Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Contract Duration: 5 months Pay rate: $23/hr Primary responsibility is to prepare accurate legal documentation in accordance with Bank policies/procedures and to facilitate loan closings directly with the client and/or vendors, which includes routine to complex transactions. The role requires the individual to work with various vendors to perform due diligence (property appraisal, flood and hazard insurance, title, etc) to perfect the security interest in the various types of collateral pledged to the Bank by the borrower as security for a loan or line of credit. Key Metrics: Monthly Productivity Quality/Accuracy Timeliness/Cycle Time Client Satisfaction Risk Qualifications Required Skills: Bachelors Degree is preferred Financial Acumen (preferably with business lending, legal and risk) Strong Technical Skills - computer savvy, must be able to toggle across multiple systems Must be able to use Word and Excel Ability to multitask and prioritize competing requests - it's a fast paced environment Strong Customer Service and Communication Skills - lot of interaction with Client Managers Additional Information If you are interested, please feel free to contact me: Laidiza Gumera ************ *******************************

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************

Role: Responsible for loan payment processing and administration; reconciliation; administration of insurances, and communication with members on open loans.Essential Functions & Responsibilities: Maintains mortgage information including payment postings, updating member information, processing payoffs, curtailments, monthly billing statements, adjustments, account research, etc. Maintains knowledge and understanding of regulatory guidance. Ensures compliance with policy and procedure. Answers telephone enquiries from members on routine inquiries regarding payoffs, change of owner, note modifications, beneficiaries and other details of existing loans. Prepares and performs monthly and quarterly escrow disbursements. Conducts escrow analysis. Researches and answers inquiries on escrow accounts. Acts as liaison with servicing vendors. Responsible for monthly interest rate adjustments. Ensure notices are accurate and sent out in a timely manner. Answers all inquiries related from members and staff. Processes secondary market sales of mortgage loans. Ensures compliance with Credit Union policy and procedure. Conducts annual HELOC reviews, ensuring compliance with policy and procedure. Prepare routine letters to members. Prepare reports as directed and assist in preparation for audits. Performs other job related duties as assigned. Knowledge and Skills:ExperienceOne year to three years of similar or related experience.Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills Microsoft Office proficiency, excellent communication skills. Physical Requirements General requirements: Full upper extremity range of motion Full lower extremity range of motion Continuous: Hearing, talking, sitting Frequent: Standing, use hands and fingers to handle or feel Occasional: Walking, reaching with hands and arms, stooping and crouching Work Environment The above information on this position description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assign to this job. Job descriptions are not intended as and do not create employment contracts. Taunton Federal Credit Union maintains its status as an at-will employer. Employment is not for any specific time and may be terminated at will, without notice, at any time with or without cause. Employees may also resign at any time.

Loan Officer, Junior - Retail (Hybrid = at least 3 days in office) Department: Retail - East Greenwich, RI General Business Hours: M-F: 9:00 a.m. - 5:00 p.m. Shift: 40 hours per week. Eligible for approved overtime. Managed by (Title): Branch Manager and/or Loan Officer Supporting Compensation: $16.00 -$23.00 per hour with commissions/overrides based on performance FLSA Status: Non-Exempt Last Updated: 3.14.2025 SUMMARY The Junior Loan Officer is responsible for playing a key role in supporting Loan Officer activities, including building client relationships with realtors, builders, home buyers, financial planners and others. While supporting Loan Officers, the Junior Loan Officer will receive exposure, mentorship and ability to create their own client base. The Junior Loan Officer has the opportunity to produce and originate loans (with an active license), which will set them on a career path to become a Loan Officer or Senior Loan Officer. If you are passionate about helping clients achieve their dreams to become a home owner, speak Spanish and looking to expand your knowledge base in the mortgage industry, this position is for you! KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED Technical Knowledge, Years of Related Experience, Skills, Licenses, and Systems Experience Education: Minimum of a high school diploma required. Experience: Minimum 1+ years' of loan origination experience, loan officer assistant experience, strong sales experience or experience working in the mortgage industry required. Minimum 1+ years' of marketing experience in sales environment is a plus Skills: Detail oriented with strong follow-up skills. Interpersonal skills that forge professional relationships and support, strong oral, verbal and written communication. Ability to speak and understand Spanish a requirement. To be knowledgeable and able to articulate all aspects of loan products offered, such as: FHA/VA, FHLMC, FNMA, JUMBO and all other loan programs that Embrace offers. Strong skillset in social media marketing and ability to gain customer interaction with such marketing techniques. License: Must currently have an active Mortgage Loan Originator (MLO) license through NMLS prior to receiving a job offer. Systems: Experience using Empower Loan Management Software preferred and training is provided. Other systems/platforms are used daily such as Microsoft Office Suite, Adobe, DocuSign, Total Expert, etc. TRAINING REQUIRED Participate in additional training on sales, technology, products, procedures and pricing on an ongoing basis. Complete annual training as required by company policy and law on an annual basis in a timely manner. Follow through on all professional conditions and continued education requirements for NMLS licensure. RESPONSIBILITIES Establish, develop and maintain client referral relationships with Realtors, builders, Developers, CPA's, financial planners and make sales calls on potential or existing customers in order to develop new business and/or retain existing business. Duties would include: Counseling and pre-qualifying potential homebuyers. Taking a complete and accurate loan application. Obtaining all necessary support documents along with the appropriate fees and lock-in information. Overseeing the loan process by monitoring loan status and ensuring conformity with term. Assisting in collecting additional documents and promptly communication loan status to all interested parties. Obtaining loan documentation after closing as directed by corporate or senior management. Actively manage marketing on social media for your own personal production and for assigned Loan Officer or Branch Manager Keep informed of trends, changes, regulations and developments in the local real estate market and competitor activity. Understand all origination, processing, appraisal, underwriting and closing requirements for Embrace and investor guidelines pertaining to both governments insured and privately insured mortgages. Ability to accurately negotiate price, terms and conditions with mortgages. Maintain a professional image and standards consistent with company policies and procedures Other duties as assigned by the Branch Manager or assigned Retail Loan Officer. SPECIFIC ACTIVITIES Attend and participate in all Monthly Awards Ceremonies, Corporate Gatherings (including travelling to headquarters quarterly), attend Sales Calls & Training Events. Read all newsletters and bulletins to remain current on corporate policies, procedures, and developments. Occasionally participate in branch/headquarter meetings that require attendance. MEASUREMENTS OF SUCCESS Develop and manage a pipeline of users, referrals, client relationships, etc. Increase customer base via Marketing tactics Relationship management and Customer Satisfaction Ability to originate loans for personal and team production WORK ENVIRONMENT AND DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: Office / Hybrid schedule Possible Work Hazards: Minimal Physical Demands: Light OTHER CONSIDERATIONS/DISCLAIMERS Disclaimer: This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks as assigned by supervisory personnel, regardless of job title or routine job duties. ADA Compliance: Embrace Home Loans is an Equal Opportunity and ADA compliant Employer, committed to diversity in the workplace. Disclaimer for Connecticut Applicants: The applicant is not required to disclose the existence of any erased criminal history record information, erased criminal history record information are records pertaining to a finding of delinquency or that a child was a member of a family with service needs, an adjudication as a youthful offender, a criminal charge that has been dismissed or nolled, a criminal charge for which the person has been found not guilty or a conviction for which the person received an absolute pardon or criminal records that are erased pursuant to statute or by other operation of law, and Any person with erased criminal history record information shall be deemed to have never been arrested within the meaning of the general statutes with respect to the proceedings so erased and may so swear under oath. Work Location Information: Embrace supports hybrid work where business needs allow, but is rebuilding a community that looks forward to collaboration within an office setting. All remote work, if allowed, must be performed in a state in which Embrace is registered to do business or presently open to payroll withholding, unemployment insurance as well as workers compensation. Those states are as follows: Alabama, Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Maine, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Even if remote work is permitted, some presence in an office may be necessary based on needs, the nature of work, or in support of corporate sponsored events designed to build community. If your position requires an MLO license, you must be employed within commutable distance of an Embrace office (no home offices) and open to reporting to the office location when required.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************