Loan servicing specialist jobs in San Rafael, CA

Job Details Entry Walnut Creek 1 - Walnut Creek, CA Full Time $28.00 - $30.00 HourlyDescription Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education & Certification(s) Required: High school graduate or equivalent. Some college or relevant training. Bachelor's degree preferred. Knowledge Required: Basic understanding of banking regulations and standard banking practices. Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred. Knowledge of Loan Services policies and procedures, preferred. Experience Required: Office experience required, loan servicing or banking support preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Strong math skills. Good time management skills. Ability to use Microsoft Office software package with basic Excel skills. Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! About Hanover Street Capital Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management. Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures. Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers. Hanover is a wholly owned subsidiary of SitusAMC. Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types. Specific responsibilities include: Participating in all aspects of loan origination Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies Modeling asset level cash flows using ARGUS Enterprise and Excel Performing market, property and sponsor due diligence (KYC) Writing internal investment summaries and credit memos Qualifications sought: Demonstrable interest in real estate Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience Strong quantitative and analytical skills Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required Relevant experience includes, but is not limited to: debt financing transactions in commercial real estate, corporate finance, or private equity commercial real estate asset valuation due diligence and transaction execution building and maintaining financial models researching, preparing, and updating industry/company presentations deriving financing capacities, scenario analyses, collateral data analyses Highly developed organizational and project/time-management skills Excellent communication, presentation, and business writing skills under pressure A strong commitment to integrity, professionalism, and Hanover's guiding principles A demonstrable ability to work effectively with team members in diverse groups and regions Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100,000.00 - $110,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California. The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records. Essential Job Functions: * Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file. * Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions. * Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input. * Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral. * Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person. Professional / Educational Experience * 2 - 4 years related experience and/or training. * Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of retail mortgage processing experience Mortgage Loan Originator License preferred; Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $55,000 - 62,000 USD plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Title: Retirement Benefits Processor Department: Pension Union: Teamster 853 Grade: 4 The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s). Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions. Responds to inquiries from participants, beneficiaries, and union representatives, directly or indirectly, regarding retirement benefits. Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing. Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits. Performs data entry and corrections to update members' information. Updates retirement data in appropriate information systems. Assists with special projects as requested by management. Performs other duties as assigned. Minimum Qualifications High school diploma or GED. Six months experience working in a professional environment. Highly developed sense of integrity and commitment to customer satisfaction. Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations. Ability to communicate clearly and professionally, both verbally and in writing. Strong understanding of discretion and the appropriate handling of sensitive information. Solid organization skills with an attention to detail. Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages. Computer proficiency including MS Office tools and applications. Preferred Qualifications Bilingual English and Spanish, based on location needs. Prior retirement plan administration experience. *Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice. Working Conditions/Physical Effort Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you. Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location. Compensation: $22.00-26.48/hr Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Commercial Loan Specialist is responsible for performing a variety of functions related to the servicing of Commercial Real Estate Loans and is responsible for overseeing the servicing, administration, and strategic management of the credit union's commercial real estate secondary market loan portfolio, and program. This role supports routine servicing activities such as responding to inquiries, processing payments and payoffs, and boarding new loans. This role involves coordinating documentation, maintaining loan records, processing transactions, and monitoring financial reporting requirements. This role ensures the integrity and performance of the portfolio through proactive servicing, risk monitoring, and relationship management with lead lenders, participants, and internal stakeholders. The position requires a high level of expertise in commercial lending practices, regulatory compliance, and financial analysis, and plays a critical role in shaping servicing workflows and portfolio strategy. The specialist works to ensure timely and accurate execution of loan servicing activities in accordance with regulatory and bank guidelines. Effective communication with internal departments and external partners is essential. The ideal candidate is detail-oriented, organized, and able to manage time efficiently to meet deadlines and ensure accurate completion of tasks. Responsibilities * Lead the servicing and administration of the commercial real estate secondary market loan portfolio, ensuring compliance with all applicable laws, regulations, and internal policies. * Manage the commercial loan secondary market program, including onboarding new participations, coordinating with lead lenders, and monitoring performance and risk exposure. * Oversee portfolio-level reporting, covenant tracking, and financial analysis to identify trends, mitigate risk, and support strategic decision-making. * Maintain and enhance servicing workflows for loan boarding, disbursements, payments, payoffs, and modifications, ensuring accuracy, timeliness, and regulatory compliance. * Serve as the primary liaison with lead lending institutions, loan participants, third-party vendors, and internal departments to ensure seamless execution of servicing activities. * Review and approve complex documentation including appraisals, environmental reports, title reports, financials, tax returns, insurance, CIP, and legal agreements. * Monitor and report on covenant compliance, loan performance, and portfolio health; escalate issues and recommend corrective actions as needed. * Lead initiatives to improve servicing efficiency, data integrity, and reporting accuracy through system enhancements and process optimization. * Provide mentorship and guidance to junior staff and contribute to departmental training and development efforts. * Collaborate with senior leadership to align portfolio management strategies with organizational goals and risk appetite. * Participate in strategic planning, budgeting, and goal-setting for the Commercial Lending department. * Adhere to a lending culture aligned with the credit union's strategic initiatives. * Maintain accurate loan records through data entry and updates in the loan servicing system, including but not limited to payment processing, reversals, address changes, loan grade updates and appraisal updates. * Process daily loan servicing activities, including loan boarding, disbursements, payments, and payoff demands while ensuring accuracy, timeliness, and compliance with regulatory guidelines; investigate and resolve any payment or loan posting discrepancies. * Oversee financial reporting and loan onboarding by tracking requirements via a tickler system, reviewing financials for accuracy, monitoring workflow and loan reviews, and communicating covenant defaults with regular updates to the Commercial Loan Operations Manager. * Participate in team meetings and provide clear, concise updates and reports to management. * Support departmental projects and assist with other duties as assigned. * Strive to meet annual departmental and individual goals aligned with budget and operational plans. Qualifications * Ability to read and interpret complex documents and to respond effectively to sensitive inquiries. * Ability to discuss and implement loan boarding, tracking, and reporting processes. * Advanced understanding of commercial loan servicing, credit underwriting, and portfolio management principles. * Demonstrated ability to manage complex loan structures and multi-party participation agreements. * Strong analytical skills with the ability to interpret financial statements, assess risk, and make data-driven decisions. * General understanding of regulatory requirements and comprehensive understanding of reporting standards. * Comprehensive understanding of safe and sound credit underwriting and administration practices and procedures. * Excellent communication and interpersonal skills; able to influence and collaborate across departments and with external partners. * Working knowledge of all MS Office Suite Products. * Working knowledge of related financial mathematical concepts. * Ability to effectively interact with different department representatives. * Ability to organize projects and effectively allocate limited resources. * Demonstrate professionalism, resourcefulness, initiative, and collaboration during all internal and external interactions * Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred * 4+ years Loan processing, reconciling, and funding experience. * Imaging and documentation experience. * This position is based out of the Dublin HQ office * This role may be eligible for hybrid work arrangements Target Base Pay $36.29/hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

The Mortgage Funder is responsible for managing and executing the loan funding process from approval through disbursement. This role ensures accuracy, compliance, and timeliness in the preparation and release of mortgage funds. This role has a high level of interaction with internal parties (secondary marketing, sales, legal and compliance, treasury) and external parties (lenders, warehouse banks, settlement agents, custodians) to ensure a successful settlement and post-funding process for mortgage transactions. Responsibilities & Duties * Determine the funding population based on loans that have cleared Due Diligence * Determine that all required loan criteria have been met prior to funding * Analyze and prepare accurate funding schedules to issue to clients * Determine collateral and manage pre-purchase collateral exceptions * Manage seller with regards to pre-purchase collateral issues * Engaging the Client Services Rep and/or Operations Manager when necessary * Interact with all functions within the company, ability to negotiate in the best interest of stakeholders' overall position Required Experience & Education * 2+ years of mortgage industry experience * Funding or Closing experience preferred * Extensive experience with loan origination documentation * Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, automated underwriting engines, electronic document management and other systems * High attention to detail and effective problem-solving skills * Excellent client service skills * Excellent oral and written communication skills * Analytical thinking ability, diplomacy and professionalism A reasonable estimate of the total compensation range for this role is $65,000-$75,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Title: Commercial Loan Processor I - SBA Hiring Salary Range: $25.95 - $33.65 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our SBA Loans team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Commercial Loan Processor I - SBA supports the SBA loan production by gathering the documentation and information needed for Fremont Bank to make sound lending decisions and to close and fund SBA 7a loans. This role assists in both underwriting and closing of SBA 7(a) loans and requires direct communication with SBA clients. Ideal candidates are positive, motivated team players who can work independently and collaboratively within a high-performing team. Strong attention to detail and excellent written and verbal communication skills are essential. The role also demands compliance with SBA program requirements and a willingness to learn. As a key contributor to the SBA Lending channel, the SBA Loan Processor helps ensure timely, accurate loan delivery while providing 'Six Diamond' service to both internal and external customers.. Role and Responsibilities Loan Documentation & Processing * Order reports and documents required to evaluate credit worthiness and SBA compliance * Close Small SBA loans as assigned working with document prep and funding team * Review of loan documents for Small Loans and Servicing Actions * Submit ETRAN for new loan applications and pre-score * Processing Loan Modifications and Servicing Actions * Responsible and accountable for SBA loan documentation compliance * Processing Loan Modifications and Servicing Actions o Assist Portfolio Manager in collecting and uploading financial statements o Pulling reports as needed for annual reviews and servicing actions * Make updates to ETRAN when required * Assist in reviewing and processing construction and other loan disbursement requests * Input loan data into internal systems and maintain accurate records throughout the loan lifecycle. * Assist in reviewing and processing construction and other loan disbursement requests Compliance & Quality Assurance * Ensure all Small loan files meet SBA and bank regulatory standards prior to submission and closing. * Monitor post-close loan conditions and follow up on outstanding items to ensure timely resolution. Client & Team Support * Provide exceptional service to internal stakeholders and external clients, maintaining a high level of professionalism and responsiveness. * Communicate loan status updates to clients and team members throughout the process. * Achieving departmental goals for loan volume, accuracy, and service excellence. Operational Efficiency * Identify opportunities to streamline loan processing workflows and improve turnaround times. Training & Development * Participate in ongoing training to stay current with SBA program changes, lending regulations, and internal procedures. * Collaborate with senior processors and management to develop skills and advance within the department. Minimum Qualifications * Associate Degree in Business/Finance or equivalent related experience * A minimum of one plus years of previous banking, loan processing/closing experience * Experience in processing SBA 7a and/or commercial loans (CRE, C&I, Construction) preferred * Experience in nCino or similar loan origination systems is preferred * Must possess excellent organizational, communication, writing, and customer service skills * Ability to handle multiple projects and assignments while delivering a quality work product * Proficient in Microsoft Suites * Basic knowledge of tax returns and various types of financial statements preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $25.95 - $33.65 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Who We Are: Real (Nasdaq: REAX) is a publicly traded, fast-growing global real estate brokerage powered by technology and driven by people. Since our founding in 2014, we've been reimagining the residential real estate experience. With operations across the U.S., Canada, India, and the District of Columbia, we're leading the industry with our cutting-edge platform that empowers agents, simplifies the buying and selling journey, and unlocks greater financial opportunities. At Real, we believe in pairing Tech x Humanity to create something truly different. Learn more at ************************ Work Schedule: This position follows a Monday-Friday schedule during standard business hours aligned to Pacific Standard Time (PST). Occasional flexibility may be required based on business needs. About the Role: The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications-including calls, emails, and chat messages-with agents, clients, loan officers, title companies, and other stakeholders. The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing. The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication. What You'll Do: Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process. Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident. Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines. Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant-communicating requirements clearly to clients and all parties involved. Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system. Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. What You'll Bring: Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily. Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly. Organized and detail-oriented; able to manage multiple loan files and competing priorities effectively. Proven ability to deliver exceptional customer service and maintain composure under pressure. Proficiency with Microsoft Office and comfort working in loan origination or CRM systems. Education & Experience: High school diploma or equivalent required; college coursework or degree preferred. Minimum of 5+ years of experience in the mortgage industry required. Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process. Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy. Familiarity with loan origination software (LOS) and CRM systems is highly desirable. How We Work: Our Operating Principles Our Operating Principles are the blueprint of Real's culture. They guide how we show up, make decisions, and bring our mission to life every day: Be Agent Obsessed: We design every decision around creating value for our agents and their clients. Move Fast with Purpose: We act with urgency, clarity, and focus-without compromising our standards. Own Your Outcome: Effort matters, but results matter more. We adapt, learn, and improve. Be Bold; Challenge Often: We challenge assumptions, rethink “the usual,” and push for smarter, simpler solutions. Win Together: We set high standards, collaborate deeply, and celebrate shared success. Additional Details: Location Requirements: Candidates must be based in U.S., to be considered. Physical Requirements: Ability to sit for long periods of time. Our Commitment: One Real Mortgage Inc is proud to be an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees. We welcome applicants of all backgrounds and identities, and we do not discriminate on the basis of race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, age, marital or family status, disability, citizenship, veteran status, or any other status protected by applicable law.

Do you want to be part of the AI revolution? Do you want to think out of the box, thriving on challenges in the AI industry and the desire to solve them? Do you want to work with a world-class team to explore the fast-growing AI hardware opportunities and impact on the AI industry? We're looking forward to you joining us to collaborate, contribute, and revolutionize AI silicon and system. Description As a CPU/Processor Architect, you will have the opportunity to independently design and define new micro-architecture and identify areas for improvement and optimize existing ones. You will collaborate with experienced designers, RTL engineers, system and software team to explore the feasibility of ideas, proof of concept, and performance improvement. Qualifications Experience and knowledge of CPU architecture and deep expertise in one or more areas below but not limited to: ARM/RISC-V/MIPS processors, ISA, Memory subsystem, coherency, AI/ML architecture, security. Experience and proof of track in both performance and power optimization: perf@watt and perf/sq.mm modeling or analysis and track in design implementation. Provide guideline, direction, and support to the team. Work with marketing team to define and design the next generation architect of system and silicon and publish the specifications. Good teamwork with communications and support to solve all levels of architecture definition from micro-architecture to system level to software architecture. Proficiency in C/C++ and scripting languages such as Perl or Python. Knowledge and experience with common performance benchmarks and workloads. MS or PhD in Electrical or Computer Engineering. Low power domain experience is a plus. Knowledge or experience in automotive industry is a plus. Excellent communication skills in both English and Chinese. Culture Fit: Mission alignment: If you want to be part of a team to accomplish this great mission, we will provide you the best possible platform to do that. Self-directed: We work best with people that are driven, motivated, and aspire to greatness. Hungry to learn: We are eager to see you learn new skills and grow. Team orientation: We work in small, fast-moving teams. We watch out for each other and go after big goals together as a team. #LI-DNI

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. About this role: The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility. In this role you will: Analyze loans and identify high risk attributes Assist in sizing deals and preparing preliminary underwriting for agency submission. Support client communications throughout the transaction process; role will expand to include direct client engagement. Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required. Identify opportunities and strategies for process improvement and risk control development Receive direction from manager and exercise independent judgment Interpret policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Required Qualifications: 2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in multifamily or commercial real estate finance is a plus. Advanced Microsoft Excel skills, including proficiency in financial modeling. Strong analytical skills with high attention to detail and accuracy. Strong technical writing skills Excellent verbal, written, and interpersonal communication skills Experience guiding and mentoring more junior associates or analysts Bachelor's degree in Finance, Real Estate, Economics, or related field Job Expectations: Candidates for this role will be required to work in-office 4 days a week. Relocation assistance is not available for this position. This role is not eligible for visa sponsorship Location: 333 Market Street, San Francisco, CA 94105 This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $120,000.00 - $196,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 15 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. About this role: The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility. In this role you will: Analyze loans and identify high risk attributes Assist in sizing deals and preparing preliminary underwriting for agency submission. Support client communications throughout the transaction process; role will expand to include direct client engagement. Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required. Identify opportunities and strategies for process improvement and risk control development Receive direction from manager and exercise independent judgment Interpret policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Required Qualifications: 2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in multifamily or commercial real estate finance is a plus. Advanced Microsoft Excel skills, including proficiency in financial modeling. Strong analytical skills with high attention to detail and accuracy. Strong technical writing skills Excellent verbal, written, and interpersonal communication skills Experience guiding and mentoring more junior associates or analysts Bachelor's degree in Finance, Real Estate, Economics, or related field Job Expectations: Candidates for this role will be required to work in-office 4 days a week. Relocation assistance is not available for this position. This role is not eligible for visa sponsorship Location: 333 Market Street, San Francisco, CA 94105 This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $120,000.00 - $196,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 15 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Loan Processor l / Consumer Payment Processing Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision making skills required. Good verbal and written communication skills a must. Responsibilities: Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Handle the phone call inquiries in regards to consumer loan payments. Callback of payments and payoffs processed by another Loan Processor. Prepare histories for consumer loans. Requirements: Requirements: One year general business experience preferably with banking Excellent communication, organization and analytical skills a must PC proficiency required, along with the ability to function under very tight time constraints with few to no errors 10-key and typing skills mandatory Must be detail oriented EOE Westamerica Bank's Privacy Policy may be found at: *********************************

Full-time Description We are a Price-Simms Family owned business that provides a family owned and team oriented work environment. We are looking for super motivated people highly focused on customer satisfaction and working as a team player. We currently are looking to hire for the following position: Document Specialist. Position Purpose: This position performs the support for the sales team and prints DMV and bank documents. Duties and Responsibilities: - preparing paperwork for new/used vehicle sales - checking accuracy of all data / signatures throughout the transaction - calculating commissions - preparing loan funding paperwork - Assisting sales managers with collecting money at the time of transaction - Maintaining confidentiality of customer information - Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information Requirements: - must be extremely detail oriented and focused - must be comfortable in fast-pace environment - flexible schedule / weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week) Job Type: Full-time only $22 / hr Requirements Qualifications: Must be able to navigate through computer software Good attitude and sportsmanship Some sort of customer service experience Must know how to navigate through Google Drive Maintains a professional appearance. Ability to read, analyze and interpret the most complex documents. Working Conditions: Must be able to work under some stances of pressure Must be able to multitask with talking to a sales manager and printing documents Weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week) Salary Description $22 / hr

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process. Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Seek guidance for complex lending situations and approval authority from an MLS or above. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term and market conditions. Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 1) with SVP recommendation. Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work with Lending Contact Center to provide assistance with mortgage lending calls when needed. Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume. Consumer unsecured lending as assigned. Answer phone and perform other clerical duties as needed. Complete additional tasks as assigned by management. Participate in additional training and continuing education to enhance knowledge of mortgage originations. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Attend Excel and Elevate - New Employee Training (E&E). Real Estate Lending Program (RELP) completed within 6 months. The following 10 Core Modules will be completed after E&E and subsequent training sessions: Checking Accounts Member Eligibility Money Market Share Accounts SECU Policies Overview Share Accounts Lending Overview NCUA Coverage Cooperative Principles Online Services We Are SECU! Additional Modules Required: SECU's Member-Facing Websites Branch Security Measures Account Titling & Designations Funds Transfer Member Identification Check Acceptance MARGO Platform Account and Profile Maintenance Advances Safe Deposit Boxes Previous SECU and/or lending experience preferred. Minimum tier one lending limits assigned at this level. Completion of all requirements of the Associate MSO position preferred, but at a minimum must learn the following quick actionable items: Notaries Safe deposit box entrance Opening and closing of the branch Front desk duties Other dual control assistance as needed. Approving Wires and Cashier's Checks Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Answer and operate a telephone. Lift up to 10-15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Requirements Qualifications: Must know how to navigate through Microsoft. Must be able to navigate through computer software. Good attitude and sportsmanship Some customer service experience Maintains a professional appearance. Ability to read, analyze and interpret the most complex documents. Working Conditions: Must be able to perform under some stances of pressure. Must be able to multitask while printing documents. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Salary/Pay: $17.75 - $20.00/Hour Salary Description 17.75-20 an hour

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Sr. Loan Funder for our Golden Gate Branch in San Francisco. The PositionThe Real Estate Loan Funder/Closer is responsible for completing real estate lending functions with emphasis on the funding and closing process. Major duties include preparation and verification of final closing documents for signing, timely loan funding, and verification of HUD Settlement Statements for closing. This position coordinates signing appointments with escrow officers and members to ensure the timely completion of the mortgage transaction and assists or refers members as necessary. The Real Estate Loan Funder/Closer must be registered and NMLS compliant. Essential Functions and Responsibilities · Ensures timely preparation and accuracy of final closing document for submission to escrow company. · Verifies that taxes and insurances are paid, or if payment is required at closing, and reviews and gathers all necessary documents prior to funding. · Coordinates signing appointments with escrow officers and members, and when conducting verbal verification of employment prior to funding. · Reviews all signed documents for signing accuracy and completeness prior to requesting loan funding. · Prepares and reviews wire instructions for loan funding; verifies accuracy of fee data on escrow instructions, completes settlement of all fees and prepaid items to appropriate GLs, and ensures accurate calculations of prepaid items and sufficient reserves are collected for escrow accounts. · Submits wire requests to EPC for funding disbursement within committed timelines. · Completes the loan funding process in a timely manner upon confirmation from escrow officer. · Follows up with appropriate parties with any post-closing issues that may arise, and supports others in the department as necessary· Verifies data and exports loan file from Loan Origination System to the loans servicing module and verifies the accuracy of the Final HUD Statement and request adjustments, if necessary. · Provides all documents required for submission to the loan custodian and loan servicing departments. · Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities · Requires a minimum of two (2) years of experience in real estate loan funding, with a minimum of two (2) years of experience working with credit unions or other financial institutions· Must possess knowledge of credit union real estate loan policies, procedures and credit union lending practices and practical knowledge of the compliance requirements involved in Final HUD calculations and tolerance levels· Must possess excellent organization and time management skills· Strong verbal and written communication skills with demonstrated ability to communicate professionally· Able to follow and process specific instructions and directives· Ability to provide prompt and professional service· Must possess excellent decision making skills, good judgment, be proactive, and have the ability adjust to a fast pace and challenging environment· Effective interpersonal skills and ability to work with staff and members in a professional manner· Must possess strong problem-solving skills· Computer literate and proficient in MS Office: Word, Excel, and OutlookWhy You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Provide support for banks Consumer and Commercial Loan Adjustment Departments Proficient with MS Access, Excel & Word Answer phone calls/emails from Officers regarding charge off related items Applying payments to each bank correct General Ledger Accounts Processing Charge-offs (C/O) and Recoveries within deadline Processing special C/O requests: Contra Reversal, OREO Prepare Projection Report for distribution to LAD Manager as assigned Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database Prepare & Pay Repo Invoices Liaison between internal/external auditors Research information within bank systems and files Daily balancing to specific GL's Preparing Fee Worksheets and Transfers Scanning Month end Board Reports, OREO certifications Monthly Balance Offs Notary, is a plus Requirements: Solid computer skills with experience working with different system applications including Microsoft Word and Excel. Comfort and confidence in working directly with senior banking staff. Excellent verbal and written communication including spelling and grammar. PC and typing proficiency, organizational and analytical skills. EOE Westamerica Bank's Privacy Policy may be found at: *********************************