Analyst, CRE Loan Originations
Loan servicing specialist job in San Francisco, CA
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
About Hanover Street Capital
Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management.
Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures.
Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers.
Hanover is a wholly owned subsidiary of SitusAMC.
Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types.
Specific responsibilities include:
Participating in all aspects of loan origination
Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors
Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies
Modeling asset level cash flows using ARGUS Enterprise and Excel
Performing market, property and sponsor due diligence (KYC)
Writing internal investment summaries and credit memos
Qualifications sought:
Demonstrable interest in real estate
Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience
Strong quantitative and analytical skills
Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required
Relevant experience includes, but is not limited to:
debt financing transactions in commercial real estate, corporate finance, or private equity
commercial real estate asset valuation
due diligence and transaction execution
building and maintaining financial models
researching, preparing, and updating industry/company presentations
deriving financing capacities, scenario analyses, collateral data analyses
Highly developed organizational and project/time-management skills
Excellent communication, presentation, and business writing skills under pressure
A strong commitment to integrity, professionalism, and Hanover's guiding principles
A demonstrable ability to work effectively with team members in diverse groups and regions
Solid work ethic, motivation level, and strong attention to detail
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$100,000.00 - $110,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
Auto-ApplyLoan Processor Specialist
Loan servicing specialist job in San Francisco, CA
Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco.
The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications.
This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls.
With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues.
The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows.
By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts.
Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels.
Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding.
• Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines.
• Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information.
• Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans.
• Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers.
• Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program.
• Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction.
• Partner with members to assess financial conditions and offer creative, tailored lending solutions.
• Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members.
• Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information.
• Participate in continuous improvement efforts, business development activities, and special projects as assigned.
• Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals.
• Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality.
• Ensure compliance with internal policies, privacy procedures, and member confidentiality standards.
• Engage in business development through participation in CommunityShare events.
• Participate in regular performance dialogues and commit to continuous self-improvement.
• Perform other duties and special projects as assigned.
Who Are You? • Requires a high school diploma or equivalent.
• Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans.
• Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required.
• Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.
• Excellent interpersonal skills; ability to engage authentically and professionally at all levels.
• Self-motivated; able to work efficiently without sustained direct supervision.
• Proven ability to manage time effectively and prioritize competing workload elements.
• Proficiency in MS Office: Word, Excel, OneNote and Outlook.
• Ability to provide prompt and professional service.
• Must have strong organizational skills and ability to process and follow specific instructions and directives.
• Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions.
No two days will be the same-and that's exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer.
In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Residential Lending Loan Processor
Loan servicing specialist job in Palo Alto, CA
Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union!
We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry.
Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!
Who you are:
Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience
Minimum 1-3 years of experience originating and/or processing conventional mortgages
Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements
Working knowledge of FNMA lending guidelines
Strong pipeline management skills
Working knowledge of various Loan Origination Systems
Ability to effectively multi-task and process a large volume of work
Credit Union work experience highly desirable but not necessary
Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations
What you'll DO:
Process incoming mortgage loans from initial application to funding.
Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines.
Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members.
Daily communication with Members and internal staff
Provide additional support to the residential lending team.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
Some of our benefits for YOU:
100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
Employer 401(k) matching up to 5% plus additional annual discretionary contributions
Education reimbursement up to $5,200/year
Employee recognition program with cash incentives
Commuter Toll reimbursement $100-$200/month (based on position)
Wellness Benefits up to $1,200 per year
Paid Sick Time accrues at two weeks per year
Paid Vacation Time accrues at three weeks per year
Paid Federal banking holidays (approximately 11 per year)
Ongoing training and education, seminars, and conferences
Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
Waived fees and deposit bonuses on Stanford FCU accounts
Flex health/transit plan availability
Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources
If you are ready for this awesome opportunity (or know somebody who is) please contact us today!
Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions.
Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions.
Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals
Auto-ApplyLoan Boarding Specialist
Loan servicing specialist job in Novato, CA
Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California.
The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records.
Essential Job Functions:
* Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file.
* Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions.
* Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input.
* Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral.
* Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person.
Professional / Educational Experience
* 2 - 4 years related experience and/or training.
* Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes.
The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability
Loan Processor
Loan servicing specialist job in San Francisco, CA
**Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including:
+ **Private student loans** - low rates, people-first service, and flexible payments.
+ **Student loan refinancing** - break free from high-interest rates or monthly payments.
+ **Scholarships** - access to thousands of scholarships to help students pay less.
Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together!
The **Loan Processor** position will report to the **Credit Operations Manager** .
As the **Loan Processor** , you will:
+ Review documents from clients (paystubs, tax returns, ID, etc).
+ Confirm client identity using trusted data sources.
+ Enter key information to help with application decisions.
+ Contact clients by phone or email to answer questions and give updates.
+ Help with special projects and prepare documents for audits.
+ Share feedback on tools and systems, and take part in team training.
**About You:**
+ Some experience with credit applications is helpful but not required.
+ Comfortable with basic math and reviewing financial documents.
+ Detail-oriented and organized.
**Even Better:**
+ Some knowledge of fraud risks.
+ Experience working in a fast-paced, task-focused environment.
+ Good communication and teamwork skills.
**Where:**
+ This role will be remote
\#LI-GA
A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future.
Pay Range
$46,000-$58,000 USD
**Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:**
+ Health, Dental, & Vision benefits plus savings plans
+ Mac computers + work-from-home stipend to set up your home office
+ Monthly internet and phone reimbursement
+ Employee Stock Purchase Plan
+ Restricted Stock Units (RSUs)
+ 401(k) plan to help you save for retirement plus a company match
+ Robust tuition reimbursement program
+ $1,000 travel perk on each Earnie-versary to anywhere in the world
+ Competitive days of annual PTO
+ Competitive parental leave
**What Makes an Earnie:**
At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other:
+ **Every Second Counts** : Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success.
+ **Choose To Do Hard Things** : We win by tackling the hard things that others avoid, fueled by grit and resilience.
+ **Pursue Excellence** : Great companies, teams, and individuals never settle and are proud of the work that they do. What's good enough today won't be good enough tomorrow. Excellence isn't a destination; it's a mindset of continuous improvement.
+ **Lead Together** : Our success comes from how we work together. Leadership is not about titles-it is about action. We take ownership, drive results, and move forward as a team.
+ **Don't Take Yourself Too Seriously** : We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient.
**At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.**
_Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._
Processor
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
Processor
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
Processor
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
Processor
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
Processor
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
Loan Processor
Loan servicing specialist job in San Francisco, CA
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.
Auto-ApplyLoan Service Rep
Loan servicing specialist job in Redwood City, CA
Loan Servicer Rep (Redwood City, CA) Provide outstanding service to members on servicing-related issues from point of funding to payoff by handling member inquiries in a courteous and efficient manner. Provide technical support in all aspects of loan servicing to maintain compliance with all applicable laws and ensure a low level of departmental errors and losses. Perform thorough reviews, analysis and adjustments of accounts as deemed necessary to ensure account and system accuracy.
Why Provident?
Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.
Our values are:
* Listen
* Get Better
* Do What's Right
Essential Function:
Be proficient in and accurately perform the following core functions:
* Answering and resolving member service requests by phone, mail, secure e-mail
* Perform standard FHLMC/FNMA Seller/Servicer servicing activities including delivery, loan-level reporting, remitting and delinquency reporting
* Boarding of 1st and 2nd mortgage loans
* Payment processing and teller balancing
* Escrow account disclosure, disbursement and analysis
* Insurance monitoring for mortgage and consumer loans
* Property tax and insurance requirements
* PMI disbursement, notification and cancellation requirements
* IRS loan interest reporting and disclosure requirements
* Adjustable Rate Mortgage rate adjustment process
* Payoff and reconveyance processing
* Loan interest calculation
* Provident mortgage lending policies and procedures
* Perform FHLMC/FNMA Seller/Servicer functions within the investor required guidelines and timeframes.
* Assist in all aspects of quality control process for investor and portfolio loans including pre-funding and post-funding audits
* Provide accurate and clear explanation of loan disclosures and statements to members and internal departments.
* Verify accuracy of loan records through periodic audit and analysis of loan data.
* Perform research requests and adjustments received from internal departments and service centers.
* Maintain current knowledge of operations, servicing mechanics, procedures, rule changes and regulatory guideline changes
* Ensure all scheduled ARM interest rate disclosures and changes are processed in compliance with the terms of the promissory note.
* Monitor and process timely escrow analysis disclosure and applicable refunds for impounded loans in compliance with RESPA.
* Assist management and other Loan Service personnel with special assignments, projects and other related duties as required or assigned.
QUALIFICATIONS:
Education/Knowledge/Skills/Abilities:
* High School diploma, some college preferred
* 1-2 years of experience in residential mortgage loan service operations with a customer service emphasis or comparable experience
* Knowledge of core servicing functions
* Knowledgeable in general operating areas
* Knowledge of loan servicing systems and programs
* Organizational skills
* Mathematical aptitude
* Clerical aptitude and analytical reasoning skills
* Listening and speaking skills.
* Written communication skills.
* Ability and willingness to consistently provide outstanding service to all members and Provident employees alike.
* Complete required BSA & OFAC training annually.
* Understand and adhere to BSA and OFAC policy and procedures.
Benefits you will enjoy:
* Quality medical, dental and vision care coverage
* 401(k) retirement plan with up to 150% matching employer contributions
* Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses.
* Annual discretionary bonus
* Generous paid time off and paid holidays
* Flexible spending accounts
* Short and long-term disability coverage
* Life and AD&D insurance
* Employee Referral bonus
* Provident membership
* Rate discount on home and auto loans
* Opportunity to use company owned condo in Maui and Lake Tahoe
Pay Grade is P1. This position is eligible for annual discretionary bonus.
Targeted Hourly Pay: $27.50 - 34.86 / hour DOE
Provident is an Equal Opportunity Employer
We are a winner of the Bay Area News Group Top Workplace in 2017 - 2025. Check us out on Glassdoor
Auto-ApplyConstruction Disbursement Loan Administrator II
Loan servicing specialist job in Walnut Creek, CA
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws.
Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed.
May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies.
Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels.
Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings.
Monitor, collect, and review required due diligence items as applicable
Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports
Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements.
Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed.
Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines
Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits
Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for
Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term
Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals
Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks
Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system.
Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process
Monitor and manage interest reserve budgets and payments until the budget is fully disbursed
Other responsibilities as assigned
All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
H.S Diploma/GED. Req
5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required
2-4 years of Title and escrow experience Preferred
Demonstrated knowledge of title, escrow, survey, and loan documentation preparation
Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department
Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties
Excellent organizational and project management skills
Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents
Excellent technical expertise in construction draw administration functions
Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems
Excellent customer relations skills
Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization
Detail-oriented
Demonstrated ability to effectively multi-task and maintain a high level of organization
Demonstrated knowledge of accounting principles and loan accounting systems
Job Location(s): Ability to work fully onsite at posted location(s).
Mountlake Terrace, WA
Walnut Creek, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyCommercial Loan Processor I - SBA
Loan servicing specialist job in Livermore, CA
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.
Coin Processor
Loan servicing specialist job in Hayward, CA
As a Coin Processor, you work with your team to maintain inventory in our cash vaults for our Loomis customers. Responsibilities: Count, sort, and handle coin bags weighing 50 pounds Manage the proper storage of pallets of boxed coin Requirements: Repetitiously lift, without assistance, at least 50 pounds from floor level to 3-4 foot level
Ability to move bulk coins with hand carts or manual pallet jacks
Working Conditions:
Work in a large area within a vault with little or no exposure to outside light
Full-time schedule can potentially consist of an average of 40 to 50 hours/week, with a minimum of 5 days during a 6-day period.
Essential Functions/Job QualificationsAs part of the qualification process for the Coin Processor position, a Human Performance Evaluation (HPE) is required. This evaluation requires the successful completion of testing in the following areas:Lift:- 25lbs vertical lift from 10 inches to 66 inches from the floor (1X) Lift-Carry:- 18lbs vertical lift from 1 inch to 44 inches from the floor, and horizontally transfer 15ft (4X)- 18lbs vertical lift from 10 inches to 36 inches from the floor and horizontally transfer 300ft (1X)- 50lbs vertical lift from 10 inches to 36 inches from the floor and horizontally transfer 2ft (2X) Push-Pull:- Horizontally transfer 47lbs of force on a sled (single, non-dominant arm), a distance of 1ft (2X) Repetitive Coupling:- Squeeze Jamar Hand Dynamometer requiring forces up to 30lbs / both right & left hands (4X each)
Retirement Benefits Processor
Loan servicing specialist job in Alameda, CA
Title: Retirement Benefits Processor Department: Pension Union: Teamster 853 Grade: 4
The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role."
Key Duties and Responsibilities
Maintains current knowledge of assigned Plan(s).
Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
Responds to inquiries from participants, beneficiaries, and union representatives, directly or indirectly, regarding retirement benefits.
Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
Performs data entry and corrections to update members' information.
Updates retirement data in appropriate information systems.
Assists with special projects as requested by management.
Performs other duties as assigned.
Minimum Qualifications
High school diploma or GED.
Six months experience working in a professional environment.
Highly developed sense of integrity and commitment to customer satisfaction.
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
Ability to communicate clearly and professionally, both verbally and in writing.
Strong understanding of discretion and the appropriate handling of sensitive information.
Solid organization skills with an attention to detail.
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
Computer proficiency including MS Office tools and applications.
Preferred Qualifications
Bilingual English and Spanish, based on location needs.
Prior retirement plan administration experience.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you.
Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.
Compensation: $22.00-26.48/hr
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Auto-ApplyMember Loan Consultant Representative
Loan servicing specialist job in Livermore, CA
Join the Best "UNION" Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country's largest labor-based credit union serving more than 115,000 members nationwide!
Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Member Loan Consultant Representative!
Your Purpose
You will be responsible for making outbound phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner.
What You'll Do
To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager:
* Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branches and electronic channels.
* Educate and cross-sell members on the company's deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs.
* Occasionally assist with in-bound member service calls dealing with routine member account inquiries and transactions on an overflow basis.
* Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
* Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions.
* Perform other related duties as assigned.
Salary Range: $20.34 - $30.01
OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries:
We offer superior benefits
* Medical, dental and vision benefits that cover the employee, spouse and dependents
* Retiree medical benefits
* A defined benefit Pension Plan with 100% employer contributions of $3.50/hour
* $10,000 Life Insurance
* $5,000 Accidental Death and Dismemberment
* 11 ½ Paid Holidays per year
* 17 days of Paid Time Off (PTO) to start
* Annual Performance Bonus Program - Up to 5% of employee's annual base paid on December 15th of each year
* A 401(k) plan
* OE Federal Membership For You and Family
* Employee loan discounts
* Casual dress code
Find your team, find your fit!
If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.
OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.
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Auto-ApplyConsumer Loan Specialist
Loan servicing specialist job in San Jose, CA
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Outside Service Processor
Loan servicing specialist job in San Jose, CA
Job DescriptionDescription:
The Outside Service Processor is responsible for coordinating, tracking, and managing parts and materials that require external processing such as heat treating, anodizing, coating, plating, or other outsourced manufacturing services. This role ensures parts are packaged, documented, shipped to vendors, and returned to the shop on time to support production schedules. The Outside Service Processor works closely with production, purchasing, shipping/receiving, and quality departments to maintain accurate records and efficient workflow.
Key Responsibilities:
Prepare and package parts for transport to outside processing vendors (heat treat, anodize, plating, coating, grinding, etc.)
Create and maintain accurate documentation including purchase orders, packing slips, travelers, certifications, and part logs.
Schedule and coordinate outside processing services to meet production deadlines.
Inspect parts before shipment to ensure compliance with internal standards and documentation requirements.
Receive, check in, and verify processed parts against orders and certifications upon return.
Track job status and provide updates to supervisors, production planners, and machinists.
Ensure certs and documentation are returned from vendors and properly filed for quality traceability.
Work with vendors to resolve delays, discrepancies, or quality issues.
Maintain organized storage and workflow of parts awaiting processing or return.
Assist in shipping/receiving or other production support tasks as needed.
Work Environment:
Machine shop / industrial setting.
Requires standing, walking, lifting, and handling parts throughout shift.
Fast-paced environment with changing priorities.
Medical Insurance
Requirements:
Qualifications & Skills:
Previous experience in a machine shop, manufacturing, or shipping/receiving environment preferred.
Familiarity with common machining materials, finishes, coatings, and heat-treating processes.
Strong organizational and record-keeping abilities.
Ability to read and interpret job travelers, work orders, and basic prints.
Detail-oriented with strong time management.
Basic computer skills (ERP or MRP systems experience a plus).
Strong communication and problem-solving abilities.
Ability to lift and move parts safely (up to 50 lbs.)
Construction Disbursement Loan Administrator II
Loan servicing specialist job in Walnut Creek, CA
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws.
Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed.
May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies.
Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels.
Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings.
Monitor, collect, and review required due diligence items as applicable
Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports
Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements.
Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed.
Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines
Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits
Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for
Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term
Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals
Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks
Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system.
Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process
Monitor and manage interest reserve budgets and payments until the budget is fully disbursed
Other responsibilities as assigned
All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
H.S Diploma/GED. Req
5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required
2-4 years of Title and escrow experience Preferred
Demonstrated knowledge of title, escrow, survey, and loan documentation preparation
Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department
Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties
Excellent organizational and project management skills
Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents
Excellent technical expertise in construction draw administration functions
Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems
Excellent customer relations skills
Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization
Detail-oriented
Demonstrated ability to effectively multi-task and maintain a high level of organization
Demonstrated knowledge of accounting principles and loan accounting systems
Job Location(s): Ability to work fully onsite at posted location(s).
Mountlake Terrace, WA
Walnut Creek, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
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