Loan specialist jobs in Arizona

- 160 jobs

Government Guaranteed Loan Processor & Closer II
Addison Group 4.6
Loan specialist job in Phoenix, AZ
Job Title: Government Guaranteed Loan Processor & Closer II Compensation: $75,000 to $78,000 annually Industry: Financial Services Benefits: This position is eligible for medical, dental, vision, 401(k), paid time off, paid holidays, and additional employee perks. About Our Client: Addison Group is partnering with our client, a growing organization in the financial services sector, to hire a Government Guaranteed Loan Processor & Closer II. This role supports expanding loan operations and plays a key part in delivering accurate, compliant, and timely loan processing and closings. Job Description: The Loan Processor & Closer II will coordinate all steps of the government-guaranteed loan process, working closely with borrowers, internal teams, and external partners. This role ensures documentation accuracy, compliance with SBA/USDA requirements, and smooth execution of loan closings while maintaining strong service standards. Key Responsibilities: Apply working knowledge of government-guaranteed loan guidelines, documentation standards, and regulatory requirements. Review approved loan terms to identify required due diligence, supporting documents, and collateral conditions. Track receipt of upfront deposits and ensure documentation is uploaded accurately. Confirm compliance items such as CIP, BSA/AML, ECOA, and OFAC are completed and approved. Maintain clear communication with borrowers, internal teams, and third-party vendors to keep transactions on schedule. Order, review, and track external reports (title, flood, good-standing certificates, UCC searches, transcripts, etc.). Prepare and assemble loan closing documents using the designated loan documentation platform. Coordinate 504 loan debenture funding with the appropriate agencies. Ensure loans are properly set up, documented, and transitioned to servicing teams after closing. Identify and resolve outstanding underwriting conditions, escalating issues when necessary. Establish closing timelines and proactively address any obstacles to meeting borrower expectations. Verify liens, clear approval conditions, and ensure all compliance items are satisfied before closing. Facilitate scheduling and coordination of closings with title companies, borrowers, and involved parties. Review settlement documents, balance disbursements, and prepare funding packages. Support construction-related disbursements and holdbacks as needed. Submit packages for pre-close reviews and resolve discrepancies prior to loan finalization. Input and maintain accurate loan data in the origination system and manage system ticklers. Organize and electronically file all loan documents according to internal standards. Process adverse action requests and ensure compliant documentation. Obtain SBA approvals and submit required changes or 327 actions. Prepare loan files for final storage and vault submission. Stay current with SBA/USDA SOP updates and internal credit policy to mitigate risk. Offer guidance to internal staff on guaranteed loan processes and requirements. Assist with borrower inquiries and support audit activities. Perform additional tasks as assigned to support team and client needs. Qualifications: Must Have: High school diploma or GED. 5+ years of SBA loan processing/closing experience OR 3+ years supporting 3-5 SBA closings per month. Strong understanding of SBA lending programs, SOP requirements, and compliance standards. Experience with loan documentation systems such as LaserPro. Proficiency in Microsoft Office and Excel. Experience using core processing systems (JHA) and department platforms (Sageworks / LaserPro). Strong communication, problem-solving abilities, and ability to manage tight deadlines while multitasking. High attention to detail and commitment to accuracy. Knowledge of SBA 7(a), SBA 504, and conventional business loan structures. Preferred: Bachelor's degree or equivalent industry background. Additional Details: Employment Type: Direct Hire Start Date: ASAP Hours: Monday-Friday, 9:00 AM - 5:00 PM (flexible lunch) Interview Process: Virtual meeting → Virtual interview → Offer Reports To: Loan Director Perks: No-cost medical, dental, and vision coverage Generous PTO package 401(k) program with employer match and 3% automatic contribution at start date Tuition reimbursement Company-paid holidays and leave programs Long-term disability and life insurance provided Bilingual pay incentive for English/Spanish Professional growth and development opportunities Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities to all applicants and employees regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or protected veteran status, in accordance with applicable laws. We also comply with all local and state regulations related to non-discrimination. Reasonable accommodations are available for qualified individuals with disabilities upon request.
$75k-78k yearly 1d ago
Mortgage Call Monitoring Specialist
Peyton Resource Group 3.5
Loan specialist job in Phoenix, AZ
Requirements: 2 years of recent mortgage underwriting, loan origination or similar mortgage experience (loan origination, mortgage processing, mortgage broker, loan officer, secondary marketing experience) Demonstrated knowledge of regulations such as Reg Z, ECOA/Regulation B , UDAAP, and GLBA. Experience with call monitoring or reviewing calls for mortgage banking/compliance Call Recording Platform, QC testing questionnaires, Regulatory Websites, Email and Excel Experience in call monitoring, or any prior loan origination experience Responsibilities: The individual will be responsible for listening to loan originators, loan processors, loan officer assistants and closers for pre-recorded calls and score each call against a compliance checklist. Calls are about the loan application process form beginning to end. Knowledge of the mortgage regulations is required. Having experience in mortgage loan origination, processing, and/or similar recent mortgage experience is required for this position. The individual will be required to review 15-20 calls per day.
$32k-46k yearly est. 4d ago
Loan Disbursement Specialist
California Bank & Trust 4.4
Loan specialist job in Phoenix, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$19-32 hourly 2d ago
Loan Origination Specialist II
JPMC
Loan specialist job in Tempe, AZ
Are you looking for an opportunity where you can grow and develop your skills? As a Closing Coordinator within Wholesale Loan Services, you will manage post-loan closing activities in collaboration with the Credit Officer, Banker, Outside Counsel, and various departments. Your primary responsibility will be to ensure the receipt of all legal loan documentation and address any legal documentation exceptions to meet the bank's required standards. Job Responsibilities: Manage and maintain the teams pipeline of active legal documentation exceptions. Review legal loan documentation for operational feasibility, regulatory requirements, and mitigation of operational risk. Review operational requirements relating to legal documentation exceptions process, and policies. Coordinate flow of post loan closing tasks Required Qualifications, Capabilities, and Skills: Strong oral and written communication skills Excellent attention to detail Ability to multi-task through the practice of strong organizational and time management skills Minimum of 2+ years' experience in commercial loan products and documentation. Preferred qualifications, capabilities, and skills: College degree or equivalent work experience
$26k-52k yearly est. Auto-Apply 60d+ ago
Private Client Loan Specialist I
Midfirst Bank 4.8
Loan specialist job in Scottsdale, AZ
will support the Private Bankers and clients within the Private Banking group. Responsibilities will include but are not limited to: Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support. Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests. Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers. Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations. Process all loan wire and transfer requests. Perform miscellaneous job related duties as assigned. Position Requirements: -Minimum of one year of prior retail banking experience -General knowledge of bank services, products, and loans -Excellent client-service skills, including oral and written communication -Entrepreneurial, ownership-oriented mindset -Attention to detail and strong organizational skills -Ability to work effectively as a team member and with customers -Strong analytical and problem solving skills, and the ability to derive innovative solutions -Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers -Strong work ethic and high integrity -Strong computer skills -Friendly, outgoing, assertive, confident, and enthusiastic personality
$36k-61k yearly est. 57d ago
Member Loan Specialist - $1,000 sign on bonus
Credit Union West 3.6
Loan specialist job in Cottonwood, AZ
Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! This position is based out of our Cottonwood Branch but will require 5 weeks of full-time training at our corporate office in Glendale, AZ. Position Summary Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. Essential Functions & Additional Responsibilities 60% - Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. 25% - New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts including but not limited to: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. 10% - Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. 5% - Performs other duties as assigned. Education: A high school diploma or G.E.D. Experience: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. Skills & Competencies • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
$34k-50k yearly est. Auto-Apply 60d+ ago
Bilingual Loan Specialist
Regional Finance 4.1
Loan specialist job in Phoenix, AZ
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! * Pays an average of $45,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. * Bilingual English/Spanish Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. * High degree of integrity. * Sales mentality. * Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$45k yearly 2d ago
Ignite - Junior Loan Officer
Independence Home Loans 4.5
Loan specialist job in Scottsdale, AZ
Full-time Description Start Hungry. Grow Relentless. You don't need decades of experience; you need drive. We're looking for entry-level Loan Officers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse. This is your launchpad. We pay for leads. You bring the ambition. What You'll Do: Connect with warm, qualified leads no cold calling Learn how to assess borrower needs and match them with the right loan product Build your pipeline and manage loan files from start to finish Work closely with senior loan officers, processors, and underwriters Deliver exceptional service while learning the ins and outs of mortgage lending Stay sharp on industry trends, compliance, and best practices What You'll Learn: Loan origination systems and documentation Mortgage products, underwriting guidelines, and regulatory compliance Sales techniques, pipeline management, and client communication How to close deals and build long-term client relationships The mindset and habits of top performers in the industry Requirements What You Bring: A hunger to learn and grow - no mortgage experience required Strong communication skills and a client-first attitude Ability to stay organized and manage multiple tasks Confidence, coachability, and a competitive spirit High school diploma required; college degree preferred Must be willing and able to obtain mortgage licensing (we'll help you get there) Why You'll Love It Here: Paid leads we invest in your success Structured training learn from the best in the business Fast-track growth clear path to senior roles and higher commissions Supportive culture mentorship, collaboration, and celebration Big energy we work hard, win big, and have fun doing it This Is More Than a Job. It's Your Breakthrough. If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now. Apply Today. Let's Build Something Big.
$29k-37k yearly est. 25d ago
Mortgage Loan Processor (Equity)
Loan Depot 4.7
Loan specialist job in Chandler, AZ
The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations. Responsibilities: * Collects all conditions up to loan funding after initial handoff from sales * Prepares, validates, communicates, and delivers disclosures * Manage a pipeline of 40-60+ loans at a given time. * Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace * Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail. * Communicate with customer consistently meeting companies SLA's Requirements: * Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred * Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds. * Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required. Why work for #teamloan Depot: * Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage. * Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. * Work with other passionate, purposeful, and customer-centric people. * Extensive internal growth and professional development opportunities including tuition reimbursement. * Comprehensive benefits package including Medical/Dental/Vision. * Wellness program to support both mental and physical health. * Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$38k-48k yearly est. Auto-Apply 2d ago
Associate Mortgage Specialist
Goodleap 4.6
Loan specialist job in Scottsdale, AZ
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: * Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. * Troubleshoot loan files. Become an expert in loan programs and qualifications. * Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. * Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: * 1-2 years top sales experience in a professional environment OR college degree * Ability to learn quickly * High energy * Detail-oriented * Excellent communication skills * Collaborative personality * Ability to work in fast-paced, high-volume environment * High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$38k-45k yearly est. 60d+ ago
Consumer Direct Junior Loan Officer
The Federal Savings Bank
Loan specialist job in Scottsdale, AZ
Full-time Description The Federal Savings Bank is a dynamic, rapidly growing, and veteran-owned and operated bank. As we continue to grow in the ever-evolving mortgage industry, we are seeking driven, enthusiastic individuals to grow with us as a Consumer Direct Junior Loan Officer for our Scottsdale, AZ sales team. With on-the-job training from our most prosperous and experienced sales professionals, we will provide the tools and resources you need to thrive and succeed in the mortgage industry! What to Expect Execute our best in class training plan to achieve success from day one Utilizing a Five9 dialer to make outbound phone calls to warm leads Support a top producing Senior Vice President with lead generation and follow up Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry! Managing leads in our CRM Provide fantastic customer service to clients Consistently exceed borrower expectations. Always giving "Wow" service! What We Offer As a federally chartered bank with the ability to lend in all 50 states Unlimited access to portfolio loan products and a billion-dollar database Top of the line software with tools and resources to help you succeed Mass texting Opportunity for growth and career advancement Requirements High school diploma or GED required Professionals from the following fields have proven to be highly successful for this role: debt consolidation, insurance sales, time shares, and auto sales As one of the top VA lenders, Veterans are encouraged to apply! Benefits Comprehensive Health, Dental, and Vision insurance plans available which include company paid life insurance and competitive FSAs Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions 401k with partial company match Employee appreciation events and employee recognition Ongoing mentorship from senior team members and banker trainings A true team culture working towards one common goal of helping homebuyers finance their dream home If you are looking for a career in the mortgage industry that offers consistency and stability in compensation, vast opportunities for growth and development, and a team that supports and invests in your professional success, apply today! For more information please contact: REILLY TILLMAN BRUCE, Business Development Partner Phone: ************** Email: ********************************** The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$26k-34k yearly est. Easy Apply 46d ago
Mortgage Loan Processor; BR 23 - Gilbert; 10.2.2025
Texana Bank, Inc.
Loan specialist job in Gilbert, AZ
Requirements Preferred Skills: Preferably 5 years or more processing conventional, VA and FHA loans. Encompass experience preferred. Requirements: Post TRID knowledge required. Comprehension of direct/indirect lending procedures. In-depth understanding of relevant rules and regulations. Strong organization skills and detail oriented. Excellent communication and sales skills. Texana Bank Mortgage 1698 Keller Rd Suite 100 Dallas, TX 76248
$38k-54k yearly est. 60d+ ago
Mortgage Loan Processor
Oaktree Funding Corp.-Nonqm Experts
Loan specialist job in Chandler, AZ
Join Oaktree Funding as a Mortgage Loan Processor/Account Manager and play a crucial role in our rapidly expanding Operations Team! As an industry leader in Non-QM and Agency lending, Oaktree offers an exciting opportunity for a detail-oriented, customer-focused professional with a passion for pipeline management and loan processing. At Oaktree, we value dedication and reward success. We are seeking motivated individuals who are ready to take their career to the next level and make an impact by delivering exceptional service to our clients: third-party mortgage professionals including Mortgage Brokers, Banks, Loan Originators, and Processors. Why Oaktree Funding? Competitive Compensation: Enjoy a base pay plus a lucrative bonus structure that rewards your hard work. Advanced Support System: Access to cutting-edge technology, dedicated colleagues, and direct collaboration with underwriting and sales teams for efficient and smooth loan processing. Professional Growth: Ongoing training and opportunities to expand your expertise in the mortgage industry. Comprehensive Benefits: 401(k) match, health, dental, and vision insurance, life insurance, paid time off, and employee development programs. Energetic Work Environment: Join a spirited team that values collaboration and a positive work culture. Position Overview: As a Senior Mortgage Loan Processor at Oaktree Funding, you will serve as the key liaison between Underwriters, Business Development Managers, and clients. Your role will focus on managing the loan pipeline, ensuring compliance with company policies, and delivering superior customer service to third-party mortgage professionals. Key Responsibilities: Efficiently manage and process loan applications, from initial setup to closing. Act as a liaison between underwriting, sales teams, and clients to resolve any issues that arise during the loan process. Utilize your expertise to creatively solve problems and ensure loans move smoothly through the pipeline. Collaborate with internal and external teams to deliver exceptional service and meet deadlines. Maintain a comprehensive understanding of lending guidelines and products to provide accurate information to clients. What We're Looking For: A Great Work Ethic and Winning Attitude: Passionate about delivering excellent service and achieving results. Experience: Minimum of 2 years of mortgage loan processing experience (required). Experience in third-party origination is a plus. Communication Skills: Strong interpersonal and customer service skills to interact effectively with team members and clients. Attention to Detail: Ability to manage multiple loan files while ensuring accuracy and compliance with guidelines. Education: High School Diploma required; college coursework preferred. What We Offer: Competitive Compensation: Base pay plus performance-based bonuses. Professional Growth: Ongoing training to enhance your knowledge of the mortgage industry. Supportive Work Environment: Work with a collaborative and dedicated team. Full Benefits Package: 401(k) match, health, dental, and vision insurance, life insurance, employee discounts, and paid time off. Apply Today and Start Your Career Tomorrow! Visit our website at *************************** to learn more and submit your resume. You can also contact our VP - Director of Recruiting, Roland Mills, directly at ************************* for a confidential conversation. Join Oaktree Funding and be a part of a team where your success is our priority.
$38k-54k yearly est. Easy Apply 9d ago
Mortgage Loan Processor
CMS Mortgage Solutions Inc.
Loan specialist job in Litchfield Park, AZ
Salary: Per File Commission Job Description: We are seeking a detail-oriented and experienced Mortgage Loan Processor to play a critical role in converting conditional approvals to clear-to-close statuses, effectively driving our clients' journey to homeownership. Your expertise in handling multiple files and liaising with various stakeholders will be crucial in ensuring efficient and accurate loan processing. Your Role: Efficiently manage loan processing from initiation to closing, ensuring compliance with both internal and external regulatory requirements. Collaborate closely with clients to gather all necessary documentation to satisfy loan conditions. Utilize Arive-Loan Origination Software to streamline processes and maintain accurate records. Work dynamically with a mortgage broker and up to 20 different lenders, adapting to varying requirements and expectations. Employ strong problem-solving skills to address and resolve any issues that may prevent a clear-to-close status. Provide exceptional customer service, keeping clients informed and reassured throughout the process. Why Join CMS Mortgage? Impactful Work: Directly contribute to the homeownership dreams of our clients with your expertise and dedication. Dynamic Environment: Thrive in a role that appreciates multitasking and offers varied experiences with multiple lenders. Supportive Team Culture: Be part of a team that values collaboration and supports your professional growth and development. Competitive Rewards: Enjoy a rewarding commission-based pay structure along with a comprehensive benefits package. Qualifications: Proven experience with Arive-Loan Origination Software. Experience working with a mortgage broker and familiarity with multiple lenders' processes. NMLS license preferred, but we are willing to support motivated candidates in obtaining licensure based on experience. Strong multitasking abilities and excellent organizational skills. Exceptional communication skills and a commitment to providing top-tier customer service.
$38k-55k yearly est. 4d ago
Bilingual Loan Specialist
Regional Finance 4.1
Loan specialist job in Phoenix, AZ
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $45,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Bilingual English/Spanish Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$45k yearly Auto-Apply 3d ago
Member Loan Specialist
Credit Union West 3.6
Loan specialist job in Scottsdale, AZ
Job Description Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
$34k-50k yearly est. 16d ago
Ignite - Junior Loan Officer
Independence Home Loans LLC 4.5
Loan specialist job in Scottsdale, AZ
Job DescriptionDescription: Start Hungry. Grow Relentless. You don't need decades of experience; you need drive. We're looking for entry-level Loan Officers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse. This is your launchpad. We pay for leads. You bring the ambition. What You'll Do: Connect with warm, qualified leads no cold calling Learn how to assess borrower needs and match them with the right loan product Build your pipeline and manage loan files from start to finish Work closely with senior loan officers, processors, and underwriters Deliver exceptional service while learning the ins and outs of mortgage lending Stay sharp on industry trends, compliance, and best practices What You'll Learn: Loan origination systems and documentation Mortgage products, underwriting guidelines, and regulatory compliance Sales techniques, pipeline management, and client communication How to close deals and build long-term client relationships The mindset and habits of top performers in the industry Requirements: What You Bring: A hunger to learn and grow - no mortgage experience required Strong communication skills and a client-first attitude Ability to stay organized and manage multiple tasks Confidence, coachability, and a competitive spirit High school diploma required; college degree preferred Must be willing and able to obtain mortgage licensing (we'll help you get there) Why You'll Love It Here: Paid leads we invest in your success Structured training learn from the best in the business Fast-track growth clear path to senior roles and higher commissions Supportive culture mentorship, collaboration, and celebration Big energy we work hard, win big, and have fun doing it This Is More Than a Job. It's Your Breakthrough. If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now. Apply Today. Let's Build Something Big.
$29k-37k yearly est. 2d ago
Associate Mortgage Specialist
Goodleap 4.6
Loan specialist job in Scottsdale, AZ
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
$38k-45k yearly est. Auto-Apply 60d+ ago
Mortgage Disclosure Specialist
CMS Mortgage Solutions Inc.
Loan specialist job in Litchfield Park, AZ
Salary: $15-$25 hourly About CMS Mortgage: CMS Mortgage is a dynamic and growing company committed to helping clients navigate the complexities of the mortgage process. We are dedicated to ensuring a smooth and efficient experience for our clients from application to closing. Job Description: We are seeking a meticulous and dedicated Disclosure Specialist to join our team. In this role, you will be responsible for preparing and delivering accurate loan disclosures to our clients. Working with up to 20 different lenders, you will need to ensure that all disclosures comply with applicable laws and regulations and reflect the correct terms of the loan. Responsibilities: Prepare and distribute initial loan disclosures and re-disclosures as required. Collaborate closely with loan officers and processors to obtain the necessary information for accurate and timely disclosures. Maintain a thorough understanding of lender requirements and federal and state regulations pertaining to loan disclosures. Ensure that all disclosures are completed within mandated timelines. Monitor changes in legislation and lender requirements that may affect disclosure procedures. Provide support to loan processing team and assist with resolving any issues related to disclosures. Maintain accurate records and ensure all documentation is stored securely and in compliance with privacy standards. Qualifications: Previous experience in loan processing or disclosure management is highly desirable. Familiarity with loan origination software and tools. Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously. Strong attention to detail and commitment to accuracy. Excellent organizational and communication skills. A proactive approach to problem-solving and the ability to anticipate needs and issues before they arise.
$15-25 hourly 4d ago
Member Loan Specialist
Credit Union West 3.6
Loan specialist job in Ajo, AZ
Credit Union West has been named a 'Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 15%, depending on position * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. * New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. * Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES * Live the mission, vision, and core values of the credit union. * Able to communicate effectively and tactfully with employees and members both orally and in writing. * Demonstrate critical thinking and being self-reliant to better analyze and solve problems. * Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. * Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). * Thorough knowledge and understanding of organization's Employee Handbook and policies. * Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
$34k-50k yearly est. 15d ago