Loan specialist jobs in Bakersfield, CA

Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors. Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023. Website: *************************** Duties & Responsibilities This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs Monitoring loan maturity dates and reaching out to customers as necessary A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records Perform a variety of clerical tasks (including data entry and updating loan files Prepare payoff statements and send to the customer Ensure all applicable loan documentation is uploaded to image repository system Handle loans that are complex in nature ensuring all documentation is complied with Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc. This position is responsible for maintaining and updating critical loan data within the servicing system Respond to phone calls/emails regarding questions on loan payment/transfer letters Maintain high levels of customer service at all times Qualifications: Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred Proficient in Word, Excel, and all Microsoft products Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service Background in banking, mortgage, financial services & customer services - Required Highly organized, and comfortable using database systems and common office software programs Education: H.S. Diploma required - additional education preferred Compensation: Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly Onsite -Irvine, CA - M-F - 8AM - 5PM Benefits: Paid time off Health insurance Dental insurance Vision 401k plan Company Events Great Team Culture!

🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA) Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence. If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you. What We're Looking For: ✔️ 3+ years of loan origination experience ✔️ Comfortable working with complex client scenarios ✔️ Strong communication skills - Bilingual (English/Spanish) preferred ✔️ NMLS & CA DRE licenses required ✔️ In-office position (not remote) at our Bellflower headquarters ✔️ A true self-starter who knows how to turn leads into closings ✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence What You'll Do: Receive qualified leads from our marketing and referral network Build and maintain strong client relationships Strategize financing options for a wide variety of borrowers Follow up consistently from first contact to closing Represent Loanplex Mortgage with professionalism and integrity Who We Are: Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us. If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect. Let's fund dreams forward. 🏡💼 Send your resume and a brief introduction to ************************* Or Call ************

About the Company: This is a fast-paced retail and e-commerce company specializing in apparel and lifestyle products. The team is collaborative and detail-oriented, supporting both brick-and-mortar stores and online sales channels. Role Overview: The Data Entry / Report Specialist will support retail operations, customer service, and reporting. This is a temporary-to-permanent position filling in for an employee on leave. Key Responsibilities: Retail Store Support: Process seasonal and replenishment orders, including pick tickets, UPC labels, and invoices. Communicate replenishment status and shipping updates to retail stores. Maintain POS systems, including uploading stock and making inventory adjustments. Process store RMAs and adjust stock accordingly. Customer Support: Process bounced back orders (Return to Customer). Manage FedEx claims and Shopify chargebacks. Support online returns via ReturnGO as needed. ERP - Style Master: Create new product styles and update existing ones. Upload product images and generate UPCs. Export styles to JOOR when applicable and manage product URLs. Send UPC/QR code labels to vendors. NuOrder: Create and maintain linesheets. Upload style images and make updates as needed. Additional Support: Assist with WSL-related tasks and gift order processing/invoicing. Print UPC/QR codes as requested by DC. Reporting: Generate weekly Work-in-Progress (WIP) Flow report. Produce weekly Exchange Tracking report and UPC reports. Generate additional reports as requested by the Operations team. Temp-to-Perm Data Entry / Report Specialist Location: Vernon, CA (3 days onsite) Pay: $30hr Start Date: ASAP - urgent Schedule: Part-time, 3 days per week

Essential Functions Underwrite business purpose bridge or construction loans in compliance with credit guidelines. Review loan files for completeness, identify missing documentation, and approve borrower background. Collaborate with Sales, Processors, Managers and Closers to communicate guideline requirements and finalize loan scenarios. Must be able to prioritize time sensitive deadlines. Manage pipeline of 60+ loans with efficiency and accuracy. Analyze valuations for accuracy, risk and detail review of comparable market sales. Participate in weekly pipeline meeting. Identify and evaluate strengths, mitigating factors, and weaknesses of the loan request and escalate risks and issues. Prepare and submit exception memos for scenarios falling outside guidelines. Perform duties and responsibilities specific to department functions and activities. Performs other duties and responsibilities as required or assigned by Manager. Competencies/Skills Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment. Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking. Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner. Effective organization and time management skills. Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability. Strong team player with the ability to work effectively in a cooperative and diverse environment. Capacity to analyze processes, support change and think operationally and strategically to achieve business goals. Proven ability to partner with clients to identify business challenges and effective strategies/alternatives to mitigate them. Highly self-motivated and self-directed. Advanced use of Microsoft Office Suite with emphasis on advanced excel skills. Financial analytical analysis with math and general accounting knowledge. Education and Experience 2 years' experience underwriting business purpose and/or multifamily, commercial lending. 2 years' experience reviewing guarantor and borrower background reports, valuation analysis, including entity documentation to determine ownership and borrower structure. 5 years of analytical experience within financial services, commercial banking, or business purpose lending. Accessibility At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************.

Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. This is an in-office position located in Irvine, CA. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required.

With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs. The Opportunity: The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process. This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $23.40-$28.60 per hour. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Comprehensive Health Care Package (Medical, Dental & Vision) Life Insurance Options (Basic, Voluntary & AD&D) Generous Paid Time Off (Vacation & Holidays) Retirement Savings Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Wellness Support Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

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! 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. Average pay range: $23-$26/ hour Pay range only applies to California residents. 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. Key Word Tags Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit 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.

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data and document validation Troubleshoot third party orders (title, appraisal, hazard, flood cert, credit, etc. ) Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Moorpark, CA Pasadena, CA Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. 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 job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-26. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141858 ### Place of Work On-site ### Requisition ID 141858 ### Application Email ****************************

Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. 1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. 2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. 3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. 4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. Position Summary Department Home Loan Center The Mortgage Loan Processor II (MLP II) will act as support staff to the Mortgage Loan Officer (MLO) and/or the Senior Mortgage Loan Officer (SMLO). The MLC II will assist in the processing of mortgage loans including but not limited to 1st mortgage and equity products from the beginning stages of application processing through the completion of 1st and Equity mortgage Real Estate loan packages up to and including funding. This is a high pace position, and the employee must meet performance standards. Essential Duties Review and verify mortgage loan applications for accuracy and completeness Receive telephone and email inquiries from potential applicants, answers questions, providing information regarding home loan products, quotes rates, fees and payments. Schedule real estate appointments and advises applicants of what documentation is required. Request additional information from outside agencies such as appraisals, preliminary title reports, verifications of employment, deposit, mortgage and rent, property tax information, hazard insurance policies, IRS Transcripts, Flood Cert, Private Mortgage Insurance (PMI) Cert, and additional documentation as needed. Analyze credit reports, income documentation, and asset statements Act as liaison between Credit Union and loan applicant while loan request is being processed and reviewed. Enter data into the Loan Origination System (LOS). Post fees to the General Ledger accounts. Finalize loan file for the MLO and/or SMLO to review, then submits to the Underwriter for Final Underwriting. Clears underwriting conditions and prepares loan for Final Documents. Set up loan for funding and prepare final figures to Accounting for the Wire transfer. Prepare loan documents for uploading to the Virtual Loan Folder. Other duties may be assigned. All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions. Performs other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education Min/Preferred Education Level Description Minimum 2 Year / Associate's Degree Or equivalent from two-year college or technical school desired but not required; or one year or more credit union experience and/or training; or equivalent combination of education and financial services experience. Experience Minimum Years of Experience Comments 1 Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330

Job Description As a Junior Loan Officer within our team, you won't merely be assisting other loan officers; you'll be equipped with the tools and guidance to chart your own course to success as a Loan Officer. This isn't just a job opportunity; it's a gateway to significant growth and a route to triumph. Collaborate with seasoned professionals, absorbing their expertise and effective strategies, even in a challenging market. But here's the key: we're not just aiming for you to learn; we want you to thrive. We're seeking someone with a spark, ready to pursue their career goals while contributing to a shared mission. It's all about synergy - your growth propels ours. If you're eager to establish and grow your career within the first 12 months and are driven to leave your mark, you're the talent we're looking for. Connect with our systems, marketing, and product offerings, meticulously crafted for swift growth and efficiency. Let's elevate your potential into tangible successes. Reports to: Branch Manager Employment Status: Full-time Job Summary: Entry Level Position! Sense of Urgency (being proactive vs. reactive) High-Level Communication Skills Team Player and coachable individual Organized and Task-oriented Speaks with Clients, building rapport Collects and reviews Documents for their Home Loan Review the loan Application for the application Submitting for Pre-Approval and collecting all Pre-Approval Critical Conditions Manages Accurate Data within CRM Works with Loan Officers, Realtors, and Clients to ensure a smooth Loan Process from the Start Compensation: $59,000 - $70,000 yearly Responsibilities: Non-Essential Job Functions: Participates in and leads proactive team efforts to achieve departmental and company goals. Adopts CrossCountry values in personal work behaviors, decision-making, contributions, and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can-do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun. Performs other duties as assigned. This job is creative, fast, fun, and can serve many different Departments! Qualifications: Required Knowledge and Skills: Microsoft Word, Excel, and PowerPoint Knowledge. Willingness to gain NMLS License. Organization Skills. About Company At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun. If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.

Job Description We are looking for a Jr Underwriter / LO Support team member to assist our loan officers in preparing loans for submission. This role is ideal for someone who is detail-oriented, enjoys problem-solving, and enjoys supporting the team in a high-energy and fast-paced environment. Compensation: $70,000 Responsibilities: Assist loan officers with guideline questions and loan scenario clarifications. Assist loan officers with calculating borrower income and preparing necessary documentation. Support loan officers in preparing loans for submission. Maintain organized, accurate records and notes in our systems. Collaborate with team members to ensure smooth loan processing. Cross-train in other areas of the loan process as needed. Qualifications: Prior underwriting and/or Loan Officer Assistant experience. Strong attention to detail and accuracy. Excellent organizational and communication skills. Comfortable using technology and learning new software systems. Ability to work in a fast-paced, team-oriented environment. About Company Why You'll Love Working Here Launch your career as a Junior Loan Officer with a 4-6 week intensive training program Gain the tools, knowledge, and confidence to become a top producer Learn directly from experienced leaders and top Loan Officers Get hands-on experience and build real, marketable skills Work in a high-energy, collaborative culture that's fun, motivating, and rewarding See hard work recognized and follow a clear path for career growth Help clients tap into their home equity and achieve meaningful goals every day

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330

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! 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. Average pay range: $23-$26/ hour Pay range only applies to California residents. 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. Key Word Tags Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #GRWIND 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.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Moorpark, CA Pasadena, CA Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Travel Requirements: No travel will be required, unless at the client's discretion. 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 job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-26. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141860 ### Place of Work On-site ### Requisition ID 141860 ### Application Email ****************************

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist is an entry level role supporting various Channels. As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform routine data entry and validation tasks Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc. ) Review and validate loan documents Handle routine calls, emails and/or chat responses Monitor work queues and intervening as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $39,000 - $55,000 Work Model OFFICE

Job Description This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services: Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries: Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives: Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required. Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I: 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330

Job Description Summit Home Lending is looking for a motivated and service-driven Junior Loan Officer who already holds an active NMLS license. The ideal candidate has some sales experience, strong communication and relationship-building abilities, and excellent attention to detail. You will join a supportive team committed to your growth, and we will train you to become a successful, full-producing loan officer. If this sounds like the right fit, we encourage you to apply. Compensation: $37,500 - $120,000 yearly Responsibilities: Training & Development (First 4-6 Weeks) Participate in daily training sessions covering loan programs, guidelines, systems, sales processes, and compliance. Shadow top producers and leadership on live discovery calls and closing calls. Practice script work, objection handling, and communication techniques. Learn Summit's internal systems, CRM, LOS, workflow, and lead management process. Complete weekly performance benchmarks to demonstrate progress and readiness for promotion. Sales Preparation Develop a thorough understanding of Summit's HELOC and refinance products, qualification requirements, and lending guidelines. Learn how to structure loans, calculate income, review credit, and analyze client goals. Prepare for client-facing conversations by mastering key metrics and numbers to present during calls. Understand lead sources and effectively manage assigned leads. Client Interaction Readiness Practice building rapport, gathering client goals, and conducting full discovery conversations. Study and role-play closing call structure, objection handling, and commitment techniques. Learn how to present loan options clearly and confidently. Promotion to Loan Officer (Post-Training) Begin making outbound sales calls and handling inbound transfers. Conduct full discovery and closing calls with clients. Sell and structure home equity loans and refinances aligned with client needs. Provide a seamless client experience from the first conversation to submission. Maintain high activity levels, consistent follow-up, and strong pipeline management. Professional Expectations Demonstrate coachability, a strong work ethic, and a desire to grow into a top-producing Loan Officer. Maintain punctuality, professionalism, and adherence to the company's core values. Collaborate with teammates, leadership, processors, and support staff. Uphold compliance, ethical lending standards, and accurate documentation. The more you put in, the more you earn! Qualifications: NMLS Licensed (REQUIRED) - Ready to hit the ground running Confident & coachable - You take feedback & apply it fast Sales or customer service experience? Big plus! Competitive mindset - Former athletes & sales pros thrive here! Money-motivated - You want a career with great earning potential Don't wait - Apply now & start your mortgage career today! About Company Why You'll Love Working Here Launch your career as a Junior Loan Officer with a 4-6 week intensive training program Gain the tools, knowledge, and confidence to become a top producer Learn directly from experienced leaders and top Loan Officers Get hands-on experience and build real, marketable skills Work in a high-energy, collaborative culture that's fun, motivating, and rewarding See hard work recognized and follow a clear path for career growth Help clients tap into their home equity and achieve meaningful goals every day