Loan servicing specialist jobs in Rock Hill, SC - 79 jobs
All
Loan Servicing Specialist
Loan Specialist
Loan Processor
Loan Services Representative
Foreclosure Specialist
Junior Loan Officer
Transactional Specialist
Mortgage Loan Processor
Mortgage Specialist
Loss Mitigation Specialist
Consumer Loan Specialist
Curo Group Holdings Corp 4.7
Loan servicing specialist job in Rock Hill, SC
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer LoanSpecialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 110 N Anderson Rd., Ste 118, Rock Hill, SC 29730
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.00 - $22.50
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
$16-22.5 hourly Auto-Apply 4d ago
Looking for a job?
Let Zippia find it for you.
Transactions Specialist I (Rotating 1st and 3rd)
JPMC
Loan servicing specialist job in Charlotte, NC
Are you detail oriented and enjoy a production-based environment that offers career growth? As a Remittance Processor in Receivables Operations, you will be responsible for processing daily document transactions which can include some moderately complex tasks. Each function may have multiple tasks per transaction. These transactions require judgment and experience with limited direct supervision. While receiving clear instruction, you must maintain the highest level of production and accuracy daily.
Job responsibilities:
Prepare batches of work by extracting checks and remittances from envelopes
Input data into the system while following standard operating procedures and customer specific instructions for processing
Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images
Verify negotiability of checks through customer specific instructions for processing
Lift and move mail trays weighing up to 50 pounds
Work in all areas/departments of production as needed and contributing to meeting team goals
Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager
Required qualifications, skills and capabilities:
Detail-oriented
Good oral and written communication skills
Production environment, focus around meeting deadlines
You will need basic computer skills and knowledge of Microsoft applications
Alpha/Numeric data entry and typing skills - with excellent accuracy
Must be a team player and maintain a positive attitude
Physical requirements: Sitting - up to 95% of the time, Standing - up to 10% of the time, Lifting - up to 5% of the time and up to 50 pounds; Walking - up to 10% of the time
Work Schedule: Monday - Friday / 7am - 3:30pm and will rotate to 3rd shift and work 11:30pm - 8am during the months of January, June, September, and October, and April will be 7pm - 7am
Shift differential: 15% when working 3rd shift
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
A Government Security Clearance may be required for this position. This includes, but is not limited to:
Fingerprints
Credit Check
Employment History
Tax Filing History (possibly)
References (possibly)
Proof of U.S. Legal Permanent Residence up to 3 year
$44k-81k yearly est. Auto-Apply 60d+ ago
Commercial Loan Servicing Representative
Wells Fargo 4.6
Loan servicing specialist job in Charlotte, NC
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Commercial LoanServicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com
In this role, you will:
* Support internal and external customers with inquiries and complaints regarding loanservicing needs
* Monitor loan system and resolve customer issues, and process complex transactions online
* Perform moderately complex administrative, transactional, operational and customer support tasks
* Act as primary loanservicing contact that involve construction monitoring and disbursements
* Monitor collateral and preparing payoff letters, releasing collateral
* Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
* Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal customers
* Receive direction from leaders
* Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
* 2+ years of Commercial LoanServicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 2+ years of AFS experience
* Loan IQ experience
* CEO/Vantage experience
* Business and accounting skills
* Analyze and interpret financial information
* Excellent verbal, written, and interpersonal communication skills
* Strong analytical skills with high attention to detail and accuracy
* Ability to accurately process high volumes of work within established deadlines
* Intermediate Microsoft Office skills
* Intermediate Microsoft Excel skills
* Ability to set priorities, plan and organize work
* Sound risk management mindset and good understanding of compliance
* Demonstrates/maintains professional conduct under all circumstances
* Ability to learn quickly
* Highly motivated individual who is able to work independently and in a team environment
* Ability to recognize and escalate issues to management for any process breaches
* Ability to multitask to accomplish tasks and meet deadlines effectively
* Ability to work quickly & accurately while maintaining acceptable standards of workmanship
* Flexibility to stretch to accomplish projects timely
Job Expectations:
* Ability to work a hybrid schedule, at least 3 days a week working in office
* Ability to work additional hours as needed
* This position is not eligible for Visa sponsorship
Posting Location:
* 1525 West W T Harris Blvd, Charlotte, NC 28262
#CommercialBanking
* Support internal and external customers with inquiries and complaints regarding loanservicing needs
* Monitor loan system and resolve customer issues, and process complex transactions online
* Perform moderately complex administrative, transactional, operational and customer support tasks
* Act as primary loanservicing contact that involve construction monitoring and disbursements
* Monitor collateral and preparing payoff letters, releasing collateral
* Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
* Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal customers
* Receive direction from leaders
* Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Posting End Date:
30 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$65k-114k yearly est. 1d ago
Commercial Loan Closing Specialist
Hometrust Bank 4.4
Loan servicing specialist job in Charlotte, NC
The Commercial Loan Closing Specialist assists in the preparation of loan documents associated with commercial closings and facilitates closings through the Commercial Banking Associates, Commercial Relationship Managers, and Attorneys. This position supports critical policy and procedures as well as federal and state regulations to ensure an efficient documentation practice, loan document review system, and other critical risk management activities needed to minimize credit, documentation, and operational risks in commercial lending.
Key Responsibilities / Essential Functions
Prepares complete and accurate loan documentation packages for new commercial loans, modifications, renewals, and extensions, and includes final closing instructions.
Orders Flood Certifications, prepares UCC financing statements, reviews UCC search records, and verifies wiring instructions and funding details.
Reviews credit approval packages which include pricing and financial reporting requirements, and collateral and environmental due diligence requirements necessary to document the loan.
Reviews and verifies customer identification documents in accordance with the US Patriot Act and the due diligence policy.
Ensures compliance with HMDA/CRA eligibility requirements and FEMA regulations.
Reviews preliminary closing documents including hazard, liability, builder's risk, flood insurance policies, Title Commitments, Closing Protection Letters, Settlement Statements, and funding due diligence.
Coordinates the return of all executed document packages and necessary supporting documents to Loan Operations for booking.
Maintain confidentiality and security of sensitive information.
Job Requirements
Education:
High school diploma or equivalent
Required:
3+ years of experience in preparing and reviewing commercial loan documents and/or paralegal experience tied to commercial loan closings required.
Knowledge of basic legal concepts including real estate transactions.
Knowledge of commercial loan products and services.
Well-developed written and verbal business communication.
Proficient administrative and organizational skills.
Self-motivated with attention to detail.
Ability to prioritize duties and work independently.
Ability to meet designated deadlines while remaining flexible to changing assignments.
Proficient in Microsoft Office products.
Preferred:
College degree in business or related field.
Experience with LaserPro.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
The employee will frequently communicate and must be able to exchange accurate information with others.
The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
DISCLAIMER: HomeTrust Bank 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.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
$45k-54k yearly est. 60d+ ago
Foreclosure Specialist
McMichael and Gray 3.8
Loan servicing specialist job in Charlotte, NC
McMichael Taylor Gray , LLC is seeking a Foreclosure Specialist for our Charlotte, North Carolina office location. The Foreclosure Specialist will be responsible for coordinating foreclosure activities and processes with attorneys and other departments within the Firm as necessary during the foreclosure process. They will ensure that actions are properly documented and recorded while maintaining and adhering to the foreclosure timeline.
Requirements
Maintain an assigned a portfolio of loans that are in foreclosure to ensure that the loans are properly and timely processed
Able to properly document the case management system with the progress and/or current status of the file
Ability to pinpoint files that are not moving forward fast enough and accurately communicate what is needed in order to proceed
Ensure adherence to client, state, and federal requirements
Ability to enter and verify that the correct data is in the case management system
Accurately draft foreclosure documents for attorney review, i.e. debt affidavits, payoffs, and reinstatement quotes
Calendar regular follow-up requests for outstanding items
Accountable for assigned daily workload and work in advance of upcoming deadlines
Responsible for special projects and reporting required by clients
Comfortable with handling incoming calls from borrowers in default
Ability to perform basic mathematical calculations and tasks requiring detail, concentration, and accuracy;
Place outbound calls to the Clerk of Court, Register of Deeds, Sheriff
Required Skills/Abilities:
Working knowledge of foreclosure law and terminology
Excellent professional communication skills. Position requires interaction with all interoffice personnel, managers and attorneys as well as the clients and outside vendors.
Proficient with MS Outlook, MS Excel and MS Word
Well organized, effective time management, prioritize and allocate workload for optimum efficiency
Strong verbal and written communication skills
Ability to perform multiple tasks and meet critical deadlines while maintaining accuracy and quality
Strong work and business ethics; Self-motivated and able to work independently and as a Team Player
Effective problem solving skills
Attention to detail
Working knowledge of client systems including Black Knight/LPS, Tempo, and CaseAware
Physical Requirements and Working Conditions:
General high-volume, fast-paced work environment
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at
Occasional overtime may be required
$43k-53k yearly est. 7d ago
Foreclosure Oversight Specialist
Two Harbors Investments Corp 4.4
Loan servicing specialist job in Fort Mill, SC
The Foreclosure Oversight Specialist is responsible for overseeing and managing all foreclosure-related activities from initial referral through foreclosure sale and any necessary post-sale actions. This role ensures that foreclosure processes are executed accurately, efficiently, and in full compliance with regulatory requirements and internal policies. The Foreclosure Oversight Specialist is accountable for maintaining key foreclosure timelines, proactively identifying and resolving process issues, and driving optimal performance from foreclosure attorneys and vendors. A critical focus of this position is to improve timeline adherence, closely monitor servicing system updates to ensure timely foreclosure holds are placed, as necessary. The Foreclosure Oversight Specialist is expected to adhere to established work rules, demonstrate strong attention to detail, and contribute to continuous process improvement efforts.
Responsibilities
Manage the foreclosure process by collaborating with both internal departments and external vendors, including foreclosure attorneys.
Monitor attorney performance to ensure adherence to established timelines, quality standards, and regulatory requirements.
Track and manage foreclosure timelines from referral through sale and post-sale activities, escalating delays as necessary.
Coordinate with the Loss Mitigation department to ensure timely and accurate placement and removal of loss mitigation holds.
Utilize reports to drive daily workflow and support operational efficiency.
Work exception reporting as key controls to identify, resolve, and prevent process gaps or compliance risks.
Adhere strictly to departmental policies, procedures, and business rules.
Prioritize assigned tasks effectively to ensure timely and accurate resolution of foreclosure activities.
Demonstrate commitment to compliance by consistently meeting RoundPoint's key performance indicators (KPIs) 100% of the time.
Qualifications
Required:
Minimum 3+ Years Foreclosure Experience
Director 7/MSP and LoanSphere Experience
Knowledge of Microsoft programs such as Outlook, Excel, and Word
Desired:
3+ years mortgage servicing experience
GSE and Government Experience
Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their role.
Ability to communicate effectively through speech and hearing, both in-person and over the phone.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
Ability to lift and move objects weighing up to 10 pounds, and potentially up to 20 pounds occasionally.
Ability to observe details at close range, such as viewing a computer screen, reviewing documents, and performing data analysis.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
About RoundPoint Mortgage Servicing LLC
RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately 900,000 loans. In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to our business strategy and our future. A combined Two Harbors and RoundPoint capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise.
Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). We leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders.
Location
Fort Mill, SC
Coppell, TX
Employee Status
Regular
Travel
No
Telecommuter
No
$35k-47k yearly est. 35d ago
Consumer Loan Specialist
Attain Finance
Loan servicing specialist job in Rock Hill, SC
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer LoanSpecialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 110 N Anderson Rd., Ste 118, Rock Hill, SC 29730
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.00 - $22.50
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
$16-22.5 hourly Auto-Apply 5d ago
Commercial Loan Servicing Representative
W.F. Young 3.5
Loan servicing specialist job in Charlotte, NC
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Commercial LoanServicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com
In this role, you will:
Support internal and external customers with inquiries and complaints regarding loanservicing needs
Monitor loan system and resolve customer issues, and process complex transactions online
Perform moderately complex administrative, transactional, operational and customer support tasks
Act as primary loanservicing contact that involve construction monitoring and disbursements
Monitor collateral and preparing payoff letters, releasing collateral
Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
2+ years of Commercial LoanServicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of AFS experience
Loan IQ experience
CEO/Vantage experience
Business and accounting skills
Analyze and interpret financial information
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Ability to accurately process high volumes of work within established deadlines
Intermediate Microsoft Office skills
Intermediate Microsoft Excel skills
Ability to set priorities, plan and organize work
Sound risk management mindset and good understanding of compliance
Demonstrates/maintains professional conduct under all circumstances
Ability to learn quickly
Highly motivated individual who is able to work independently and in a team environment
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Flexibility to stretch to accomplish projects timely
Job Expectations:
Ability to work a hybrid schedule, at least 3 days a week working in office
Ability to work additional hours as needed
This position is not eligible for Visa sponsorship
Posting Location:
1525 West W T Harris Blvd, Charlotte, NC 28262
#CommercialBanking
Support internal and external customers with inquiries and complaints regarding loanservicing needs
Monitor loan system and resolve customer issues, and process complex transactions online
Perform moderately complex administrative, transactional, operational and customer support tasks
Act as primary loanservicing contact that involve construction monitoring and disbursements
Monitor collateral and preparing payoff letters, releasing collateral
Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Posting End Date:
30 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$59k-97k yearly est. Auto-Apply 2d ago
Mortgage Loan Processor
Primelending 4.4
Loan servicing specialist job in Charlotte, NC
Love Processing mortgage loan files? Come join our TOP PRODUCING team in RALEIGH, NC! If you are ready to align yourself with an established leader in the mortgage industry who can help you reach your true potential, look no further. Come home to PrimeLending!
PrimeLending continues to grow by leaps and bounds:
•Ranked #2 in Top 50 Best Companies to Work For by Mortgage Executive Magazine
•Competitive Benefits and 401K match
•Fantastic "One Team-One Purpose" Culture and Core Values
•Ranked Top 6 Mortgage Lender in the Nation for Purchase business 3 years in a row as listed by Marketrac, 2012, 2013 & 2014
•Hilltop Holdings (NYSE: HTH) -Our parent company was recently ranked No. 18 on Forbes' annual ranking of the 100 largest publicly-traded banks and thrifts.
What is unique for our Loan Processors?
•Dedicated Underwriting Team and Closing Team working closely and directly with Processing, maintaining best in class service and expertise
•Loan Setup Coordinators to open each file that is sent to processing and Closing Coordinators who will facilitate submissions to our closing department
•The chance to work in a fast paced environment and to help motivated borrowers who are looking to close quickly with superior customer service from application to funding
Job Description
Our Processors evaluate all information supplied on the mortgage loan application, verify the validity of the information, and assemble a completely documented file to Underwriting and Closing. Processors are the primary liaison between the Branch, loan officer, loan officer assistant, realtors, builders and the customer(s).
•Maintains knowledge of all policies and modifications to the guidelines and standards of the company, federal housing programs, investors, and private mortgage insurers.
•Maintains and updates loan application information within loan origination software and other applications.
•As applicable, orders appraisals, title, survey, verifications, and any other items required for loan approval; conducts regular follow-ups with outside sources regarding outstanding documents.
•Verifies the data collected, analyzes, and decides whether it meets guidelines or if other documentation is needed; documents communication through the conversation log; ensures loan application is in compliance with underwriting, investor, RESPA, and HMDA guidelines.
•Calculates income, reviews assets and liabilities.
•Reviews all disclosures for completeness and compliance.
•Completes final evaluation and analysis of completed application packages and submits eligible files specifying any applicable conditions.
•Monitors rate lock information for data integrity and expiration dates; communicates discrepancies to the Loan Officer.
•May maintain accurate pipeline to ensure proper projections, closings, and regulatory compliance with Company, Federal, and State standards.
•May prepare, when applicable, "Declination Letters." Ensures accurate disclosure of the reason(s) for the adverse action as soon as it is determined that applicants do not qualify.
•May schedule closing appointments with respective parties (i.e. title companies, closing attorneys, corporate closing department and customers etc.) Meets customer service standards as outlined by management.
•May facilitate training of junior or newly hired processors regarding specific Prime operations including file flow, loan origination software, and other applications.
•Updates loan officer, loan officer assistant, realtors, builders and customers on loan status.
•Maintains communication with customers throughout the loan process, assisting them with any questions and notifying them of any additional requirements.
•Maintains a professional image and adheres to standards consistent with company policies and procedures.
•Other duties as assigned.
Qualifications
•High school diploma or equivalent.
•3+ years of Mortgage Processing experience
•Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
•Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written.
•Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
$34k-46k yearly est. 1d ago
Junior Loan Officer
Team Architects
Loan servicing specialist job in Charlotte, NC
Job Description
The Opportunity
Ready to launch your career in sales, finance, or real estate? Ternus is looking for a Junior Account Executive to join our high-energy, high-impact sales team at our headquarters in Charlotte.
You'll be the first voice our borrowers hear-your job is to open the door, qualify the opportunity, and set our senior Account Executives up for success. It's a front-row seat to the world of real estate investing and private lending. And the best part? We'll teach you everything you need to know.
If you're hungry, coachable, and love the sound of a phone that won't stop ringing-keep reading.
$36k-49k yearly est. 7d ago
Loan Specialist
Regional Finance 4.1
Loan servicing specialist job in Kannapolis, NC
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a LoanSpecialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our LoanSpecialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$41k yearly Auto-Apply 21d ago
Mortgage Relationship Specialist
Premier Federal Credit Union 4.1
Loan servicing specialist job in Charlotte, NC
Job Grade: 7 primary functions: Facilitate the completion of real estate loan applications and provide support throughout the loan application process. Answer all borrower inquiries and respond to requests with accurate information regarding member accounts and loan requests. Serve as primary resource between the mortgage department and the branch network. Assist the department staff with all administrative functions. Provide information or assistance as needed to ensure branch employees and members receive a high level of service.
responsibilities:
* Answers incoming phone calls and emails, resolves customer inquiries within prescribed authority, make recommendations on additional credit union products and services, and direct members to the appropriate credit union employee. Prepares and monitors mortgage application and pipeline reports.
* Directly supports the day-to-day functions of the department and handles all administrative duties.
* Responsible for reviewing and uploading files to electronic storage system. Handle documents and tasks related to faxing, archiving, scanning, and filing.
* Responsible for timely review of HMDA data.
* Possess the ability to work as a team member with consistent courteous and professional behavior toward members and coworkers.
* Order title work, real estate appraisal and flood certification on an as needed basis.
* Monitor Mortgage departmental workflow in accordance with established guidelines, as assigned.
* Keep abreast of changes within mortgage industry.
* May be required to travel; attend branch meetings, deliver closing packages, payoffs, et cetera.
* Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act.
* Perform job duties in accordance with the Credit Union's values, mission and vision.
* Perform other various duties as assigned.
minimum requirements:
* Associate degree and/or a minimum of two years' work experience in mortgage field and/or sales role for a financial institution. General lending experience preferred.
* Sales-oriented individual with friendly and persuasive personality, possessing good written and verbal communication skills.
* Knowledge of Credit Union's products and services.
* Professional, well-developed interpersonal skills essential for conversing with loan applicants and projecting a positive image.
* Willingness to become a certified Notary if required.
* Ability to assume responsibility, display initiative, exercise good judgement, and make and act upon decisions with minimal supervision.
* Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
$48k-57k yearly est. 12d ago
Mortgage Relationship Specialist
Skyla Credit Union
Loan servicing specialist job in Charlotte, NC
Job Grade: 7 primary functions: Facilitate the completion of real estate loan applications and provide support throughout the loan application process. Answer all borrower inquiries and respond to requests with accurate information regarding member accounts and loan requests. Serve as primary resource between the mortgage department and the branch network. Assist the department staff with all administrative functions. Provide information or assistance as needed to ensure branch employees and members receive a high level of service.
responsibilities:
Answers incoming phone calls and emails, resolves customer inquiries within prescribed authority, make recommendations on additional credit union products and services, and direct members to the appropriate credit union employee. Prepares and monitors mortgage application and pipeline reports.
Directly supports the day-to-day functions of the department and handles all administrative duties.
Responsible for reviewing and uploading files to electronic storage system. Handle documents and tasks related to faxing, archiving, scanning, and filing.
Responsible for timely review of HMDA data.
Possess the ability to work as a team member with consistent courteous and professional behavior toward members and coworkers.
Order title work, real estate appraisal and flood certification on an as needed basis.
Monitor Mortgage departmental workflow in accordance with established guidelines, as assigned.
Keep abreast of changes within mortgage industry.
May be required to travel; attend branch meetings, deliver closing packages, payoffs, et cetera.
Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act.
Perform job duties in accordance with the Credit Union's values, mission and vision.
Perform other various duties as assigned.
minimum requirements:
Associate degree and/or a minimum of two years' work experience in mortgage field and/or sales role for a financial institution. General lending experience preferred.
Sales-oriented individual with friendly and persuasive personality, possessing good written and verbal communication skills.
Knowledge of Credit Union's products and services.
Professional, well-developed interpersonal skills essential for conversing with loan applicants and projecting a positive image.
Willingness to become a certified Notary if required.
Ability to assume responsibility, display initiative, exercise good judgement, and make and act upon decisions with minimal supervision.
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
$36k-57k yearly est. 12d ago
Loan Processor
The Orchard 4.7
Loan servicing specialist job in Charlotte, NC
About Orchard
Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents.
Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 400+ real estate agents (1099). We have financing from top-tier investors including Revolution, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work.
About the Role
Orchard is looking for a Loan Processor to support all operational aspects of the mortgage transaction process. You will be responsible for gathering and processing all loan documentation and ensure compliance with policy, regulatory, and loan terms on a lender-by-lender basis. The ideal candidate has experience working in a fast-paced environment with a focus on mortgage loan processing and providing exceptional customer service. This is a full time role that will report into the Mortgage Operations Manager. This position can be remote in any of the Orchard hiring locations (TX, GA, CO, NY, CA, WA, NC, MI, TN, or AZ), though you must be willing to work east coast or central time zone hours.
What You'll Do Here
Review and understand the client URLA for both purchase and refinance loan transactions.
Review initial client documentation to loan structure and package loan submission.
Breakdown underwriting conditions and communicate documents needed to clients.
Calculate financials (income, assets, and liabilities) per lender requirements.
Review, read, and understand client credit reports.
Review and understand debt to income ratios.
Respond to customers' general questions, inquiries, and concerns while following escalation procedures when necessary.
Manage loan transactions from initial submission to underwriting through clearance to close.
Update customers, real estate agents, and title companies on the loan's progress and status.
Provide top-notch customer service by effectively communicating and cooperating with team members and customers.
Process Conventional, FHA, VA, Non-QM, and Proprietary Bridge loans
We'd Love to Hear From You if You Have:
2+ years experience with mortgage loan processing in Conventional, FHA, and VA loan types.
Experience with wholesale processing and delegated processing (required)
Basic knowledge of Fannie/Freddie guidelines. Ability to problem solve underwriting conditions based on guidelines.
Experience with managing loan volume of 15-20 closings per month.
Experience with TPO/Broker processing model and mortgage POS and LOS systems required
Proficiency in DU/DO/LPA, as well as familiarity with FHA Connection and VA Portal
Excellent organization, communication, and time management skills.
Analytical skills with strong attention to detail
Good judgment and the ability to work independently and ethically
Ability to multitask, work well under time constraints and within deadlines
Commitment to working as a team-player
Proficient in Microsoft Word, Outlook, Excel, and Google-Suite
#LI-remote #BI-Remote
Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.
$31k-41k yearly est. Auto-Apply 6d ago
Loan Processor (On-Site)
Crosscountry Mortgage 4.1
Loan servicing specialist job in Cornelius, NC
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicingloans 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 Loan Processor is responsible for providing quality 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 in a professional and effective manner. 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 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 efile.
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 loanservicing 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.
Prioritization skills.
Encompass experience.
Knowledge of DU, LP, Microsoft Office & Windows.
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 ***************************
$39k-48k yearly est. Auto-Apply 60d+ ago
Mitigation Specialist
Kathon Enterprises Inc. Dba Paul Davis Restoration of Charlotte
Loan servicing specialist job in Charlotte, NC
Job DescriptionWill Report to Mitigation Manager: What does a Mitigation Specialist with Paul Davis do?
Serve others within your community in their time of need
Make a difference for others that have had a disaster strike their property
Work hard and take pride in completing projects (i.e. mitigating flood and fire damage)
Be empathetic and show a sense of urgency while communicating through modern technology
Why Join The Team? Paul Davis is an industry leader in restoration and reconstruction for insurance providers and commercial properties throughout the United States and Canada. We are growing locally and have career opportunities for individuals who want purpose out of their work. We love creating an opportunity for our team members, providing industry training and giving technicians the opportunity to become experts in the field through certifications and Paul Davis University.
Built upon principles of customer service, dynamic decision-making and leadership, we have the tools to continue our rapid growth. Our team puts emphasis into living our Vision, Mission and Values to be more than just a service provider our Mitigation Technicians are on the front lines of restoring their communities by being first on site after disasters strike (i.e. floods, fires) and will be leading the mitigation effort to restore the property.
Values: Deliver what you promise. Respect the individual. Have pride in what you do. Practice continuous improvement.
Vision: To provide extraordinary care while serving people in their time of need.
Mission: To provide opportunities for great people to deliver Best in Class results.
Why The Team Needs You? Serving others after a disaster has struck their property is not easy. Everyone within Paul Davis needs to have a world-class work ethic, serious attention to detail and love to help people. It is challenging to make customers happy when faced with a traumatic event but you will love being a technician if you take pride in your work and have fun while working with others.
Team Compensation and Benefits:
Leadership Development - our company grows from the inside. If you are determined and motivated enough, ask about participation in our leadership development initiative to grow your career and explore new opportunities
Monthly cross-training opportunities to advance your career
Flex schedule - at Paul Davis we are committed to our team and their well-being. We have instituted the ability for flex hours that ensures team members get the time they need for personal matters while still being able to work full time.
Paid training
Bonus program for performance
Referral program
Great culture and team dynamic
Hourly pay: $17.00 to $24.00/hour based on experience and certifications
Team Qualifications (Requirements):
Desire to join a world-class team and contribute a positive attitude
Dedication to customer service
Fluent in English
Clean criminal background check
$17-24 hourly 5d ago
Transactions Specialist I /Rotating 1st and 3rd Shift
JPMC
Loan servicing specialist job in Charlotte, NC
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace.
Job responsibilities
Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
Utilize automation technologies to optimize transaction processing and account servicing.
Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.
Required qualifications, capabilities, and skills
Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions.
Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.
Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.
Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.
Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions.
High school diploma or GED required.
Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.
Preferred qualifications, capabilities, and skills
Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient.
Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement.
Work Schedule: Monday - Friday 7am -3:30pm and will rotate to 3
rd
shift and work 11:30 pm - 8am
During the months of January Thru June (6 months), September, and October-
Totaling 8
Months work schedule will be on 3rd shift.
Please note for the month of April the schedule will be 7pm-7am.
Shift differential: 15% when working 3
rd
shift
This position may require you to work non-traditional hours and /or hours as business needs arise. Work schedule might be subject to change.
A Government Security Clearance may be required for this position. This includes, but is not limited to:
Fingerprints
Credit Check
Employment History
Tax Filing History (possibly)
References (possibly)
Proof of U.S. Legal Permanent Residence up to 3 years
$44k-81k yearly est. Auto-Apply 60d+ ago
Commercial Loan Servicing Representative
Wells Fargo 4.6
Loan servicing specialist job in Charlotte, NC
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking a Commercial LoanServicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com (*********************************************
**In this role, you will:**
+ Support internal and external customers with inquiries and complaints regarding loanservicing needs
+ Monitor loan system and resolve customer issues, and process complex transactions online
+ Perform moderately complex administrative, transactional, operational and customer support tasks
+ Act as primary loanservicing contact that involve construction monitoring and disbursements
+ Monitor collateral and preparing payoff letters, releasing collateral
+ Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
+ Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
+ Interact with internal customers
+ Receive direction from leaders
+ Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
**Required Qualifications:**
+ 2+ years of Commercial LoanServicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 2+ years of AFS experience
+ Loan IQ experience
+ CEO/Vantage experience
+ Business and accounting skills
+ Analyze and interpret financial information
+ Excellent verbal, written, and interpersonal communication skills
+ Strong analytical skills with high attention to detail and accuracy
+ Ability to accurately process high volumes of work within established deadlines
+ Intermediate Microsoft Office skills
+ Intermediate Microsoft Excel skills
+ Ability to set priorities, plan and organize work
+ Sound risk management mindset and good understanding of compliance
+ Demonstrates/maintains professional conduct under all circumstances
+ Ability to learn quickly
+ Highly motivated individual who is able to work independently and in a team environment
+ Ability to recognize and escalate issues to management for any process breaches
+ Ability to multitask to accomplish tasks and meet deadlines effectively
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Flexibility to stretch to accomplish projects timely
**Job Expectations:**
+ Ability to work a hybrid schedule, at least 3 days a week working in office
+ Ability to work additional hours as needed
+ This position is not eligible for Visa sponsorship
**Posting Location:**
+ 1525 West W T Harris Blvd, Charlotte, NC 28262
\#CommercialBanking
+ Support internal and external customers with inquiries and complaints regarding loanservicing needs
+ Monitor loan system and resolve customer issues, and process complex transactions online
+ Perform moderately complex administrative, transactional, operational and customer support tasks
+ Act as primary loanservicing contact that involve construction monitoring and disbursements
+ Monitor collateral and preparing payoff letters, releasing collateral
+ Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
+ Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
+ Interact with internal customers
+ Receive direction from leaders
+ Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
**Posting End Date:**
30 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-512869
$65k-114k yearly est. 1d ago
Loan Specialist
Regional Finance 4.1
Loan servicing specialist job in Kannapolis, NC
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a LoanSpecialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our LoanSpecialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$41k yearly 22d ago
Junior Loan Officer
Team Architects
Loan servicing specialist job in Charlotte, NC
The Opportunity
Ready to launch your career in sales, finance, or real estate? Ternus is looking for a Junior Account Executive to join our high-energy, high-impact sales team at our headquarters in Charlotte.
You'll be the first voice our borrowers hear-your job is to open the door, qualify the opportunity, and set our senior Account Executives up for success. It's a front-row seat to the world of real estate investing and private lending. And the best part? We'll teach you everything you need to know.
If you're hungry, coachable, and love the sound of a phone that won't stop ringing-keep reading.
What You'll Do
Be the first point of contact for new borrower leads-outbound phone calls, email, and web inquiries.
Qualify borrowers and deals by asking the right questions (we'll help you learn which ones).
Assist with loan applications and gather critical docs to move deals forward.
Pass hot, qualified leads to senior Account Executives.
Follow up with in-progress applications and make sure no opportunity slips through the cracks.
Keep our CRM (Salesforce) and internal tools up-to-date and organized.
Jump in to support the team wherever needed-admin tasks, follow-ups, and communication.
Requirements
What We're Looking For
Must-Haves:
1+ year of experience in a phone-heavy or office-based role.
Comfortable on the phone
Strong communicator with a team-first attitude.
Coachable, confident, and detail oriented.
Bonus Points:
Previous experience in real estate, lending, mortgage, or finance.
CRM savvy-especially Salesforce.
Solid skills in Microsoft Outlook, Excel, and other Office tools
Bilingual? We love that.
Benefits
Compensation & Perks
$37,500 annual base salary + $100 bonus for every closed loan you assist with ($60-65k+ OTE)
Full benefits package, including:
Medical, dental, and vision
401(k) with company match
Generous paid time off and holidays
Employee Stock Ownership Plan (ESOP) - receive company shares as we grow
Clear path to promotion to full Account Executive in 6-12 months
Hands-on training, daily mentorship, and exposure to fast-moving real estate finance deals
Why Ternus?
We don't just want you to clock in and take calls-we want you to grow, earn, and level up fast. At Ternus, we're building something special: a fast-moving team that values hustle, transparency, and results. If you're fired up about real estate and looking for your shot-this is it.
Ready to Make Moves?
If you're passionate, driven, and ready to learn from the best in the business, apply now and let's get to work.
Please complete the following job fit assessment in order to be considered for this role:
************************************************************************
How much does a loan servicing specialist earn in Rock Hill, SC?
The average loan servicing specialist in Rock Hill, SC earns between $47,000 and $651,000 annually. This compares to the national average loan servicing specialist range of $28,000 to $153,000.
Average loan servicing specialist salary in Rock Hill, SC