Loan specialist jobs in Allentown, PA

If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Commercial Loan Services Specialists are responsible for performing a variety of duties to support the commercial and corporate loan functions; coordinating work within the division, as well as with other divisions and departments; reporting pertinent information to the immediate supervisor; and responding to inquiries or requests for information. Essential Duties: Follows new loans from approval to closing, to ensure a timely, accurate and compliant process. Researches, orders and collects necessary loan documentation and other information for pre-closings and closings. Produces documentation between the Bank and customers through the completion of the loan closing, i.e. commitment letters, amendments, line of credit renewal letters, letters of credit, etc. Distributes documentation and other related information to Loan Processing for timely entry into the system. Follows up, suggests changes and completes any additional functions, including reviewing internally and attorney-prepared documents with regard to loans in process. Ensures proper documentation is on file and kept current by managing and tracking various types of loans, i.e. construction and multiple advance lines of credit, draw down loans disbursing loan proceeds after closing, while paying attention to (among other things) maintaining the bank's lien position, qualified disbursement of funds, and compliance - that proper approvals are in place for disbursement and loan is in compliance with original terms of approval. Provides customer support when necessary; makes contact with customers in order to complete loan processing. Attends loan closings if requested. Assists Commercial or Corporate Loan Officers as needed. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan ESOP Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes College Tuition Reimbursement Internal Advancement Opportunities Volunteer Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements Education/Training: A high school diploma or equivalent; specialized bank credit services education/training. Skill(s): Must demonstrate strong communication skills; proficient analytical and mathematics skills; proficient interpersonal relations skills; demonstrated organizational skills; proficient PC skills, including Microsoft Word and Excel; thorough knowledge of all banking services; through knowledge of loan documentation and requirements for completion; proficient in all phases of loan processing, including credit and compliance calculation and testing. Experience: A minimum of one (1) year of related experience normally required based on the “General Responsibilities” and “Essential Duties”.

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. When Todd Scrima, our owner and CEO, founded our company in 1995 his dream was not to be the biggest, but to strive to be the best. Our growth mindset, positive culture, and history of stability are just a few things that position our company as a leader in the mortgage industry. Benefits and Perks: We offer a competitive compensation structure Professional and financial growth through building teams Professional Coaching and mentoring Full benefits including 401K with match Top Producers are annually invited to Leaders Club (an all-inclusive 5-star vacation) Job Description Summit Funding is expanding in Pennsylvania! We are now hiring for experienced and growth-minded Loan Officers in the Allentown area. At the core of Summit Funding's values is a partnership. We partner with communities, our home buyers, our referral partners, and our employees, and we'd love to explore partnering with you as a celebrated addition to our team of successful Mortgage Loan Officers. The strength and success of our partnerships are evidenced in our ranking year after year as a top 50 national mortgage lender. It is our job to make sure you succeed. You will have direct access to Leadership, highly skilled trainers, coaching, a cutting-edge marketing team, top-of-the-line technology and recruiting support, in-house processing, superior underwriting, and closing teams along with additional knowledgeable support staff to help you grow your business. What our Loan Officers are responsible for: Developing long-term relationships with realtors, homebuilders, and other self-generated purchase-focused referral sources through daily, weekly, and monthly touches. Serving borrowers as the subject matter expert on the mortgage process and product knowledge. Originating and closing residential home loans. Depending on experience and location Summit Funding Loan Officers are paid minimum wage as a factor of commissions on the loans originated and closed. Summit Funding's compensation structure provides you the opportunity to earn based on your performance. Qualifications Currently producing Mortgage Loan Originators with stable work history. Closing 1 residential home loan a month on average. Must be currently licensed with NMLS. An established referral database for sourcing your own purchase leads. Additional Information All your information will be kept confidential according to EEO guidelines.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. The Commission Resolution Specialist is responsible for managing and resolving commission-related discrepancies, processing financial adjustments, and maintaining accurate records of agent debit balances and commission payments. This role requires strong analytical skills, attention to detail, and effective communication with internal departments and external agencies. JOB DESCRIPTION: Shift: 8 AM - 4:15 PM ET Key Responsibilities: * Manually transcribe data into spreadsheets due to formatting incompatibility. * Perform itemized reviews to determine if balances increased, decreased, or were resolved through payment or activity. * Classify items as new or old and confirm if balances are over 90 days past due. * Track collection efforts and update spreadsheets throughout the month. * Analyze items requiring additional work or follow-up actions. * Review commission chargebacks for reversing legal commissions. * Submit PME requests to purge or release commissions. * Research policies with commissions owed to CNA. * Respond to escalated inquiries from the Call Center and other business areas. * Contact agencies to obtain updated or corrected bank information for reissuing commission payments. * Address missing or incomplete Direct Bill Commission enrollment forms. * Recruit agencies for paperless/email notification options. * Consolidate producer codes into unified statements. * Update agency address changes and maintain accurate records in Agent Center. * Submit requests for stop payments, reissues, and credit transfers. * Follow up on undeliverable checks and obtain updated mailing addresses. Required Skills & Competencies: * Proficiency in Microsoft Excel (including formulas, sorting/filtering, and pivot tables). * Analytical Thinking: Ability to interpret financial data and identify discrepancies. * Attention to Detail: High accuracy in manual data entry and reconciliation. * Problem Solving: Skilled in resolving commission issues and handling escalations. * Communication: Clear and professional interaction with agencies and internal departments. * Time Management: Ability to prioritize tasks and meet deadlines in a fast-paced environment. * Customer Service: Strong relationship management and follow-up skills. * Adaptability: Responsive to changing priorities and ad hoc requests. * Collaboration: Works effectively across departments and with external partners. Education & Qualifications * High school diploma or equivalent required; associate or bachelor's degree in Business, Finance, Accounting, or related field preferred. * 2-4 years of experience in billing, collections, commissions processing, or financial operations. * Experience working in insurance, financial services, or a corporate operations environment preferred. * Familiarity with commission structures, agent billing, and reconciliation processes. #LI-DM1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $35,000 to $65,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

UTILITIES EMPLOYEES CREDIT UNION Commercial Loan Analyst / Commercial Loan Underwriter Hours: 8am to 5pm Monday - Friday This position requires a HYBRID work schedule and will train on site for a probationary period of time. Exempt Position Summary This individual is responsible for evaluating, underwriting, and analyzing commercial loan applications and participation loan purchases to ensure sound credit decisions that align with the Credit Union's risk appetite and regulatory requirements. This role involves assessing financial statements, tax returns, and collateral, preparing credit memos, and recommending approval or denial of loan requests. The position supports business lending growth while maintaining portfolio quality and compliance with all applicable laws and regulations. This position will also support the department in coordinating and analyzing annual loan reviews for the existing commercial portfolio, as well as work with the Credit Union's third-party business loan servicer. Knowledge of commercial lending regulations and compliance requirements. Experience: We are seeking a minimum of four years prior lending experience with knowledge and/or exposure in the areas of business lending, loan participation, consumer, real estate, vehicle and personal lending at a bank, credit union or other comparable financial institution being preferred. Full Job Description available upon request. Note: Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Offers of employment are contingent upon passing pre-employment screenings which consist of drug test, background check, and credit check.

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a full-time, commissioned career opportunity that can be hybrid based out of our City Line Plaza location in Bethlehem, PA. Solicits first mortgages through contacts with realtors, builders, and developers. Work with customers and prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership. Responsibilities Develops and expands referral sources in order to solicit first mortgages. Maintains regular contact with Realtors in their offices and on site at open house events. Meets with builders on job sites to discuss lending options related to clients they have building homes Regularly, seeks opportunities to meet with developers. Participates in building and trade shows. Participates in mixers related to real estate where relationships can continue to build and new ones can be forged. Collects and analyzes applicant's financial information typically at one of the organizations branch locations to assess the financial circumstances to determine whether the applicant and the property qualify for a particular loan. Interviews applicants and provide required information, including income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of property and similar information. Identifies customer's needs in conjunction with customer's financial situation and evaluates those needs in relation to available financial products. Recommends the financial products which best meet the customer's specific needs after advising customer about the risks and benefits of the loan alternatives, including the options and advantages involved. Recommends terms and conditions of mortgage loans. Engages in customer specific persuasive sales activity to encourage potential customer to do business with Company and cross promotes other services and financial products of Company to outside referral sources. Performs work related to the loans the employee originates. Obtains and analyzes pertinent financial and credit data. Follows current loans to ensure conformity with terms. Follows up with customers and prospective customers via telephone and email communication. Completes paperwork related to the loans originated. Prepares materials needed to support employee's loan activities. Attends company meetings as necessary. Ensures loan originations are in accordance with regulatory compliance. Ensures documentation is completed in accordance with regulatory compliance. Communicates with the customer throughout the process on an ongoing basis to ensure the customer understands the process. Qualifications Education High School Diploma or equivalent. (Required) Experience 1 or more years Recent residential mortgage lending experience. Experience in the Fulton Mortgage Company Associate Mortgage Loan Officer Program may be accepted in lieu of 1 year required residential mortgage lending experience. (Required) 1 or more years Proven ability to develop referral sources from contacts and relationships outside the organization. Other sources could be repeat customers, referrals from current clients as well as branch referrals. (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency This position is fully commissioned. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. NMLS This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing. EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Loan Coordinator Pay: $24-$30/ hr DOE Bonus: $100+ per file *Must maintain an active NMLS license.* The Loan Partner Two ("LP2") is responsible for accurately prequalifying home loan applications and issuing pre-approval letters. This position requires knowledge of cash, credit, capacity (income), and collateral. The LP2 will work with the Loan Officer(s), borrowers, loan processors, underwriters, and third parties to close over 95% of all loans on time. Responsibilities Key Responsibilities: Prequalify: Contact all borrowers within 24 hours of the initial consultation to request and review cash, credit, and income qualifications. Pre-Approve: Accurately pre-approve eligible borrowers, handle payment scenarios, and proactively contact pre-approved buyers. Pipeline: Onboard newly received contracts and submit loan applications for eDisclosures. The LP2 ensures 95%+ of loans close on time and resolves 95%+ of loan issues before escalating to the Loan Officer. Qualifications Qualifications: Must maintain an active NMLS license. Minimum 5 years of experience in mortgage processing, underwriting, or origination. Demonstrate proficient product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2 nd mortgages. Proficient in DU/DO, LP, Encompass. Ability to analyze tax returns and accurately calculate income for all types of borrowers. Strong communication skills, time management, and the ability to work under pressure. Must be able to work a flexible schedule that may include some evening or weekend hours. We are seeking candidates with 5 years experience as an LP2 or who are experienced in The Core training program. Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-KZ1 #REMOTE

Job Description Fleetwood Bank, the only independent community bank headquartered in Berks County is currently seeking a full-time Loan Servicing Specialist. In this role, the LSS will provide outstanding internal and external customer service in a team-oriented atmosphere. The selected candidate will serve as a knowledge expert in the consumer mortgage and commercial lending areas. Join the Fleetwood Bank team and thrive in an environment where hospitality and community impact are at the core of what we do! Work hours are Monday - Friday 8:00am - 5:00pm Responsibilities : Reviews and inputs new and existing loan files to include proper documentation and completeness, prepares information to be entered, inputs loan on core software, notes any documentation deficiencies and problems that need to be researched, and does all initial transactions, including the initial advance, escrow funding, and payment of fees. Answers internal and external phone calls to the Loan Operations area with outstanding customer service; responds to internal and external email requests. Performs research to resolve customer issues and inquiries; makes corrections and adjustments as necessary. Prepares correspondence to customers, attorneys, tax collectors, title & settlement companies, and other financial institutions. Pulls, prepares, reviews and acts on multiple daily and monthly reports. Performs quality control reviews of booked loans put on the system and scans into document archives. Establishes escrow accounts on loans for payment of county and school taxes, insurance (hazard, flood) and/or Private Mortgage Insurance (PMI). Perform initial file reviews to include confirming the file was scanned, agreements were executed, manage collateral tracking and send to applicable stakeholders, check for insurance and flood, etc. Assists Loan Compliance area with delinquent loan collections. Work with loan officers and delinquent borrowers for resolution by contacting borrowers and preparing letters. If warranted, works within the system and with legal counsel, up to and including, foreclosure on the collateral. Assists with monitoring and tracking of all the Bank's collateral being held on all loans, to include, but not limited to: mortgages, vehicle titles, Uniform Commercial Code financing statements (UCCs), assignments of life insurance, assignments of leases. Assists and resolves e-Oscar credit bureau reporting disputes within the designated timeframe, working with the departments involved to effect resolution. Other duties as assigned. Qualifications: High School Diploma or equivalent A minimum of 2 years banking and customer service experience Experience in bank lending preferred PC Skills including Microsoft Word, Excel, Outlook, and various web browsers Must be detail oriented and highly organized. Excellent Benefit Package, including company paid health insurance and generous and Paid Time Off (PTO) All job offers are contingent upon completion of a criminal background check.

Job Duties and Responsibilities * Assist borrowers in completing their applications for financing, gathering and entering complete information as needed. * Analyze borrower qualifications to determine a prequalified loan amount while working with the borrower to identify the appropriate loan program and pricing. * Deliver "best in class" customer service by promptly returning phone calls, answering questions, and providing education to prospective borrowers on loan product types. * Abide by all state, federal, and local laws, including those regarding fair lending and nondiscrimination in the extension of mortgage services. * Develop and foster internal and external client referral relationships to assist in generating an ever increasing pipeline of loan applications. * Meet and exceed published individual and department goals for sales activity, productivity, and processing times. * Become the client's "trusted advisor" by demonstrating knowledge of the lending function, bank policy, and industry underwriting criteria. * Participate as a valued Team Member, representing the bank with enthusiasm and professionalism at all times. * Identify borrower cross-selling opportunities, delivering "warm transfers" to internal partners to support bank cross-sell goals. Compliance * Comply with applicable bank regulations, such as regulations governing disclosures * Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML) * Participate in annual compliance and other job-related training * Other duties as assigned Penn community Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Join Univest as a Loss Mitigation Specialist in Souderton, where you'll play a key role in supporting clients with past due consumer and residential mortgage accounts. Recommend solutions, document client hardships, and manage payment arrangements. This position requires strong communication, organizational skills, and a solid understanding of loss mitigation and compliance standards. The role is hybrid, with working hours Monday through Friday, 8:00 AM to 5:00 PM. Responsibilities Contact consumer and residential mortgage clients that are past due to help resolve their delinquency and documenting what caused their hardship. Partners with Manager of Consumer and Mortgage Collections and recommends forbearance, repayment, or modification options, whichever best applies to the situation. If unable to enter repay, has the ability to work with clients on liquidation options such as short sale or deed-in-lieu. Enter information into the collection system and follow-up on payment commitments. Recommend course of action to be taken on problem accounts. Prepare and send collection letters. Possess an understanding of the loss mitigation waterfall according to Fannie or Freddie guidelines. Order property inspections, judgement searches and property evaluations on delinquent mortgages. Understand the legal steps needed to collect on delinquent loans. Identify and mitigate potential risks to the Bank; interact with Bank personnel, debtors and others pertaining to such issues. Effectively work with and support other departments in the bank, including loan operations and mortgage servicing. Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct. Perform other duties as assigned. Qualifications Bachelor's degree preferred, Associates degree or equivalent acceptable. Minimum 1-3 years' experience in financial services and, specifically, interaction with bank customers. General knowledge of bank operations, policies, procedures, and products and of applicable compliance issues. Prefer experience in residential or consumer collections, including Fannie Mae, Freddie Mac and the Fair Debt Collection Practices Act. A detail-oriented person with basic working knowledge of loan documents, loan restructuring, and loan terms. Excellent telephone communication skills. Excellent administrative and organizational skills, ability to systematically track and follow-up on payment arrangements Proficiency in MS Office products. Wage Range: The salary for this position ranges from $50,000 to $60,000 Benefits Overview: Univest offers a comprehensive benefits package that includes: * Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date) * Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment * Paid Time Off (PTO): 15 days annually (prorated your first year) * Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year) * Holiday Time Off: 11 paid holidays * We offer company paid life insurance: as well as other supplemental insurances * Tuition reimbursement * Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement * Discounts: on loan products * Professional development trainings Click here for Benefit Information #Univest #LI-Hybrid An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

Mauch Chunk Trust Company Job Description Job Title: Loan Closer - Consumer Loans Reports to: Loan Operations Manager GENERAL RESPONSIBILITIES: Schedules loan closings, compiles and prepares closing documents: Reviews approved loans to ensure conditions are met. Works with title companies and clients to get loans to closing and funded. ESSENTIAL JOB FUNCTIONS: 1. Prepares all required loan documents, including, but not limited to Promissory Note, Mortgage, TRID Disclosures, Closing Disclosures, lien paperwork; prepares appropriate disclosures and any other documents necessary for closing. 2. Coordinates with the underwriter to ensure that all underwriting requirements are met. 3. Ensures compliance requirements are met as defined in company policies and procedures and state/federal laws and regulations. 4. Verifies accuracy and consistency of documents, such as title abstract and insurance forms. 5. Reviews closing instructions; determines charges to be collected at closing such as appraisal/inspection fees, credit report charges, recording and title insurance costs, etc. 6. Issues closing instructions; assists with post-closing communication. 7. Coordinates with the title company to issue the loan proceeds and fund the loan. 8. Verifies employment of clients. 9. Communicates with bankers and clients to set up closing and funding for home equity lines, loans, auto loans, personal loans, and mortgage refinances. 10. Calls borrower, broker, and other specified individuals to arrange time and date for closing of mortgages. 11. Maintains production tracking information within the designated software system for pipeline management. 12. Maintains working knowledge of Mortgagebot LOS and LaserPro for loan documentation. 13. Prepare and notarize all satisfaction pieces and paid off loan files. 14. Other duties as assigned. NON-ESSENTIAL JOB FUNCTIONS: 1. Back up to other loan department positions including but not limited to loan processing. PHYSICAL/MENTAL REQUIREMENTS: · Ability to perform duties independently with some direction · Operates various office equipment · Digital dexterity and eye/hand coordination in the operation of office equipment · Ability to manipulate a computer 85% of time during regular business hours · Light lifting and carrying of supplies, files, etc. · Ability to speak to and to hear customers and/or other employees on the telephone and in person · Organized and Detail Oriented · Decision making and problem-solving skills somewhat varied in scope and complexity, requiring referencing and interpreting policies and procedures · Perform moderate mathematical calculations · Maintain a high working knowledge of bank loan policy and regulations pertaining all loans EDUCATION, TRAINING AND EXPERIENCE: · High school diploma or equivalent. · 3-5 years relevant experience including in-depth knowledge of underwriting criteria, closing procedures and industry standards · Thorough knowledge of mortgage lending guidelines and regulations · Strong interpersonal skills and oral and written communication skills · Strong PC and software application skills in Windows environment, MortgageBot, and LaserPro; good 10-key skills · Adequate internet access at home to support laptop functionality when needed.

Loan Closer in Jim Thorpe, PA Are you detail-oriented and experienced in loan closings? Join a trusted community bank where you'll prepare loan packages, coordinate with title companies, and ensure seamless closings for consumer loans, HELOCs, auto loans, and mortgage refinances. About the Role Our client, a trusted community bank, is seeking an experienced Loan Closer to support consumer loan closings, including home equity loans, auto loans, personal loans, and mortgage refinances. You'll play a key role in preparing accurate closing packages, coordinating with title companies, and ensuring compliance with federal and state regulations. What You'll Do Prepare loan documents (Promissory Notes, Mortgages, TRID Disclosures, Closing Disclosures, lien paperwork, etc.) Coordinate with underwriters and bankers to ensure all conditions and compliance requirements are met Review and verify title abstracts, insurance forms, and closing instructions Calculate and confirm charges such as appraisal, inspection, credit reports, recording fees, and title insurance Communicate with clients, brokers, and title companies to schedule closings and funding Manage loan proceeds, funding, and post-closing documentation Track loan pipeline activity in Mortgagebot LOS and LaserPro systems Prepare and notarize satisfactions for paid-off loan files Provide backup support to other loan department positions as needed What You'll Bring High school diploma or equivalent required; additional training in banking or finance preferred 3-5 years of relevant experience in loan closing or processing Strong knowledge of consumer loan products, mortgage lending guidelines, and closing regulations Proficiency in Mortgagebot LOS, LaserPro, and Microsoft Office; strong 10-key/data entry skills Excellent communication and organizational skills with a high attention to detail Ability to problem-solve, prioritize, and work independently in a fast-paced environment Why Join Mauch Chunk? Competitive compensation and benefits package (health, dental, vision, 401(k), PTO) Stability of a reputable community bank with room to grow professionally Collaborative team environment where accuracy and client service come first Schedule & Location Day shift | In-office in Jim Thorpe, PA Must be able to commute or relocate prior to start date Apply Now! Ready to bring your expertise in loan closings to a trusted local bank? Apply today and be part of a team dedicated to accuracy, compliance, and exceptional client service.

Job Description The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc. GENERAL DUTIES AND RESPONSIBILITIES: Daily processing of mail payments. Verify new loan input by other Loan Services employees. Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system. Monitor non-escrow customer accounts for proof of tax payments. Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file. Process incoming electronic payments and wires for customers. Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies. Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan. Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral. Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions. Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds. Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines. Verify loan satisfaction fees paid and reconcile related general ledger account. Research and respond to credit bureau disputes via E-Oscar web-based technology. Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as requested. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. High School Diploma or equivalent. Basic math skills Keyboarding skills PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Experience with Jack Henry Silverlake. Working knowledge of Microsoft Office Applications (Word, Excel, Outlook) Previous experience in Loan Services/Operations. Accounting I

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

Requirements Education/Training: A high school diploma or equivalent. Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Experience: A minimum of two (2) years' experience in related banking/loan processing positions normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.

Loan Coordinator Pay: $24-$30/ hr DOE Bonus: $100+ per file * Must maintain an active NMLS license.* The Loan Partner Two ("LP2") is responsible for accurately prequalifying home loan applications and issuing pre-approval letters. This position requires knowledge of cash, credit, capacity (income), and collateral. The LP2 will work with the Loan Officer(s), borrowers, loan processors, underwriters, and third parties to close over 95% of all loans on time. Responsibilities Key Responsibilities: * Prequalify: Contact all borrowers within 24 hours of the initial consultation to request and review cash, credit, and income qualifications. * Pre-Approve: Accurately pre-approve eligible borrowers, handle payment scenarios, and proactively contact pre-approved buyers. * Pipeline: Onboard newly received contracts and submit loan applications for eDisclosures. The LP2 ensures 95%+ of loans close on time and resolves 95%+ of loan issues before escalating to the Loan Officer. Qualifications Qualifications: * Must maintain an active NMLS license. * Minimum 5 years of experience in mortgage processing, underwriting, or origination. * Demonstrate proficient product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2nd mortgages. * Proficient in DU/DO, LP, Encompass. * Ability to analyze tax returns and accurately calculate income for all types of borrowers. * Strong communication skills, time management, and the ability to work under pressure. * Must be able to work a flexible schedule that may include some evening or weekend hours. We are seeking candidates with 5 years experience as an LP2 or who are experienced in The Core training program. Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-KZ1 #REMOTE Responsibilities Key Responsibilities: - Prequalify: Contact all borrowers within 24 hours of the initial consultation to request and review cash, credit, and income qualifications. - Pre-Approve: Accurately pre-approve eligible borrowers, handle payment scenarios, and proactively contact pre-approved buyers. - Pipeline: Onboard newly received contracts and submit loan applications for eDisclosures. The LP2 ensures 95%+ of loans close on time and resolves 95%+ of loan issues before escalating to the Loan Officer.

We're hiring a Part Time in-person Mortgage Servicing Specialist I to join our Loan Servicing Team in Souderton, PA. Responsibilities Sort, label, and file loan files in vault Process mail and FedEx packages Scan documents into Microsoft Office and archive them in the Jack Henry banking system Monitor Tax Reports received from LERETA Tax Services and add new bills to spreadsheet Disburse payments from escrow for quarterly and yearly tax bills Disburse payments from escrow for monthly payments to PMI companies Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes Respond to telephone and email requests from internal and external customers for mortgage loan information Respond to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions Process the addition and removal of escrow accounts based on investor guidelines Perform other duties as assigned HOURS: Monday through Friday, in the office, 20 flexible hours weekly, between 8am and 5pm. Qualifications High School Diploma or GED equivalent Excellent customer service, telephone skills, written and verbal communication Understanding of mortgage loan documents and processing (including escrow) Ability to work independently and as part of a team Ability to prioritize, organize, and enter data accurately Advanced PC, Word, Excel skills Wage Range: The salary for this position is $18.50 per hour Benefits Overview: * Holiday Time Off: 11 paid holidays * Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement * Discounts: on loan products * Professional development trainings Click here for Benefit Information #Univest #LI-Onsite An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

Full-time position currently available in Quakertown, PA. Function: The Loan Services Specialist performs advanced loan functions and is responsible for secondary market reporting and adhering to investor requirements and reconciling the Bank's core system to service providers. The incumbent will handle more complex and difficult customer problems and provide guidance and training to less-experienced loan processing personnel as directed. General Duties and Responsibilities: * Input of new consumer, mortgage, and commercial loans to the mainframe. * Processing of participation and syndication loan payments to participants. * Review system generated reports, on a daily basis, to resolve any issues that arise during nightly processing. * Reconcile Loan Settlement and Loan Unposted general ledger accounts and resolve all transactions that were unable to process and/or that caused settlement issues during nightly processing. * Performs advanced maintenance functions and transactions on the core system for all types of loan accounts. * Serve audit function by verifying the accuracy of new loan data input by others to the core system for commercial, consumer and mortgage loans. * Fulfill contracts for the sale of investor loans. * Prepare and submit the necessary reports to secondary market investors and SBA. Remit the appropriate amounts due to investors within the specified timeline. * Perform general ledger reconcilements. * Handle customer service inquiries, issues and concerns internally as well as from the general public. * Create and generate queries on the loan portfolio as requested. * Assist in verification of system records upon each enhancement. * Generate and review monthly escrow analysis statements. * Crosstrain on various Loan Servicing functions, performing such duties during absences or as volume requires. * Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. * Assuming other job-related duties as requested. Required Training, Experience, and Education: * High School Diploma or equivalent. * Previous experience in Loan Services. * Successful completion of Accounting I or equivalent experience. * Math skills. * Keyboarding skills. * Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. Preferred Training, Experience, and Education: * Working knowledge of Microsoft Office Applications (Word, Excel). * Experience with Jack Henry loan applications. * Secondary market mortgage loan experience.

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.