Loan servicing specialist jobs in Rialto, CA

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

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

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

**Commercial Loan Servicing Spec** The Commercial Loan Servicing Specialist works to support an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by supporting data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to senior professionals and consistently works to maintain the accuracy of the company's commercial loan management system. **Key Responsibilities and Duties** + Organizes processing of commercial banking products such as loans, letters of credit and banking guarantees. + Reviews data inputs from loan applications and related documentation into a commercial loan management system. + Works to ensure quality, accuracy and completeness of data entered into the management system. + Coordinates drafting of statements for clients, along with conducting reconciliation and investigation efforts when needed. + Provides information on existing loans to clients as requested. + Implements best practices for resolving out-of-balance transactions to ensure accuracy of the company's commercial loan management system. + Identifies erroneous transactions and reports issues to professionals for issue resolution. + Provides assistance and training to junior level employees to ensure high quality delivery of services and products. **Minimum Qualifications** + 3 years of commercial loan servicing experience **Preferred Qualifications** + 5 years of commercial loan servicing experience + Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred + Experience and familiarity with commercial loan documentation + Effective time management skills, able to prioritize and multi-task + Self-motivated while being a constructive and dependable team player + Excellent customer service skills; ability to interpret customer requirements + Strong verbal and written communication skills + General loan accounting skills + Strong analytical and problem solving skills + Attention to detail, flexible and adaptable + Working knowledge of Microsoft Office Products, including Excel **Educational Requirements** + Vocational and/or Technical Education Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 4IC **Additional Job Description:** This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include, but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include: + Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback. + Use independent discretion and take ownership in problem resolution of customer service issues; working closely with closers, portfolio managers, and other internal teams as necessary. + Perform system onboarding tasks for the real estate portfolio of loans. + Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity. + Ensure all trailing documents are obtained and retained in a timely manner. + Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance. + Process disbursements for tax and insurance maintenance + Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements. + Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation. + Participate in the timely and accurate completion of internal and external audits. + Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned. + Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes. Posting End Date: 12/9/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $25 - $34 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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

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

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

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

Under supervision of the Department Supervisor or Manager, and following established policies and procedures, perform duties related to servicing the Bank's consumer loan portfolio according to separation of duties established by the Department Manager including but not limited to the essential functions described below. ESSENTIAL FUNCTIONS Complete necessary functions pertaining to servicing loans sold to Freddie Mac, including but not limited to, daily and monthly remittance of payments, status update in Freddie system, and reconciliation of bank accounts. Board new loans to the Core System. Review error and system maintenance reports and correct errors. Respond to general inquiries from both internal and external clients via mail or through call center. Review and clear non-posted Lockbox payments. Review and clear system posting rejects and unapplied funds. Provide research and correction to accounts. Process payoff funds and return items (such as return check, return mail, etc.) Post monthly loan payments. Clear loan WIP account of loan payments. Process requests for auto debit and ACH. Update collateral information in the Core System. Respond to demand request for payoff quote. Respond to verification of loan requests. Prepare mortgage release documents on paid-in-full loans. QUALIFICATIONS Education: High school diploma or equivalent with some college business classes preferred. Experience: Minimum 1-2 years in loan servicing and thorough understanding of consumer loan servicing products; knowledge of state and federal banking regulations and procedures with regulatory requirements including but not limited to CFPB, FCRA, HMDA, RESPA, Reg Z, SCRA, TILA, and UDAAP. Skills/Ability: PC literate, proficiency with MS Office; use of IBS loan system a plus. Ability to work in a fast-paced environment while maintaining a high level of accuracy. Able to communicate effectively verbally and in writing. Self-motivated. Strong problem-solving and organizational skills; Bilingual (English, Mandarin or Cantonese) is a plus. OTHER DETAILS $23.07 - $27.88 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Job Description Unlock New Opportunities as a Foreclosure Real Estate Specialist. Are you a licensed real estate professional looking to expand your career in a high-demand niche? Whether you're an experienced agent or just beginning your real estate journey, this is your chance to specialize in foreclosure and distressed properties-a market filled with opportunity and potential for growth. Why Join Our Team? Specialized Training: Gain in-depth knowledge of the foreclosure process, from pre-foreclosure to bank-owned sales, with expert training and resources. Pre-Qualified Leads Provided: Focus on serving clients, not cold calling. We deliver high-quality leads directly to you. Comprehensive Support: Access professional administrative support, proven marketing tools, and advanced technology to streamline your day-to-day tasks. Upside Earning Potential: With a competitive, commission-based structure, your hard work directly drives your income. Your Role: Assist buyers, sellers, and investors in purchasing and selling foreclosure and distressed properties. Guide clients through the foreclosure process, offering expert advice and ensuring a smooth experience. Stay up to date on local foreclosure listings, market conditions, and investment opportunities. Build long-term relationships with clients and industry partners to generate repeat and referral business. Who We're Looking For: A licensed real estate agent or someone actively pursuing their real estate license. Strong communicators with excellent client service and problem-solving skills. Self-motivated professionals who thrive in a fast-paced, goal-driven environment. Individuals eager to develop expertise in the foreclosure and distressed property niche. Why Foreclosure Real Estate? The foreclosure market offers unique opportunities for real estate professionals to build a profitable, specialized career, even in fluctuating market conditions. With our team's training, tools, and lead flow, you'll have everything you need to succeed in this high-demand sector. Take the First Step Toward Specialization and Success. If you're ready to grow your career, develop specialized knowledge, and help clients uncover valuable opportunities in the foreclosure market, we want to hear from you. Apply today and start your journey with a team dedicated to your success. Compensation: $125,000 - $225,000 yearly Responsibilities: Guide clients through the foreclosure process, ensuring they feel informed and supported every step of the way. Assist buyers, sellers, and investors in navigating the purchase and sale of foreclosure and distressed properties. Stay informed on local foreclosure listings and market conditions to provide clients with the most current opportunities. Build and nurture long-term relationships with clients and industry partners to foster repeat and referral business. Collaborate with our team to leverage specialized training and resources, enhancing your expertise in the foreclosure market. Utilize provided pre-qualified leads to focus on delivering exceptional client service, not cold calling. Employ advanced technology and marketing tools to streamline your daily tasks and maximize efficiency. Qualifications: Real Estate license or in the process of getting one. Experience in real estate, with a focus on foreclosure and distressed properties, is preferred. Ability to guide clients through complex processes with clarity and empathy. Proven track record of building and maintaining long-term client relationships. Strong communication skills to effectively convey market insights and opportunities. Self-motivated and goal-oriented, thriving in a fast-paced environment. Proficiency in using advanced technology and marketing tools to enhance efficiency. Licensed real estate agent or actively pursuing a real estate license in California. About Company At Keller Williams Irvine, we're more than just a brokerage - we're a powerhouse of opportunity, growth, and success! As the #1 brokerage in Irvine and one of the top offices in all of Orange County, we have proudly served our community for over 20 years. We're home to some of the County's top agents and teams, consistently delivering professionalism, integrity, and results. We've empowered more agents to achieve a 6-figure income than any other office around. Our agents are armed with cutting-edge resources, marketing strategies, and tools to help clients find their perfect high-rise condominium or luxury mansion. Our mission is to build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving. With our proven systems, unparalleled training, and comprehensive support, we help you achieve your goals faster than you ever imagined. Join Keller Williams Irvine - where your success story begins!

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

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

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

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

Our client is seeking a Foreclosure Specialist to join their Foreclosure team! In this role, the individual will prioritize high-priority cases, respond to emails, and communicate with the Director of Asset Management and foreclosure attorneys on a day to day basis. This individual will collaborate with attorneys, servicers, and other departments to manage foreclosure cases effectively. This includes evaluating and approving foreclosure figures, addressing litigation matters, and recording pertinent information in software systems. The Foreclosure Specialist will also ensure compliance with foreclosure regulations, keep up to date with legislative changes, and identify opportunities to improve processes. This is a permanent position located in Seal Beach, CA (3x a week on site). Salary: 70k-100k annually We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -4+ years of relevant work experience with direct foreclosure experience - Judicial & Non Judicial foreclosure exp -Pre & Post foreclosure exp -Interface and coordinate with other departments, including Capital Markets, REO, Bankruptcy, Accounting, Collateral, and the 3rd party servicer -Evaluate and approve foreclosure figures, including judgment amounts, bidding instructions, reinstatement quotes, and payoff calculations -Highly proficient with data entry, Microsoft Word, Excel, and Outlook -Strong verbal and written communication skills -Highly organized and meticulously detail oriented; ability to work in a fast-paced, deadline-driven environment required -Strong analytical and problem-solving abilities -Ability to organize and manage many loans simultaneously

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: The Senior Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. The Senior 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 particular 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; and 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 those 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 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 help supervise new loan processors and other processing personnel. * Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: * High School Diploma or equivalent. * A minimum of 5 years' residential mortgage processing experience. * 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. * Excellent math and analytical skills. * Excellent communication skills. * Ability to prioritize and meet deadlines. * Available to work varying hours and overtime if needed. * Encompass experience. 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. 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 ***************************

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

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

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