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Loan specialist jobs in Bend, OR

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  • Space Execution Specialist

    Constellation Brands 4.7company rating

    Loan specialist job in Portland, OR

    The Space Execution Specialist (SES) plays an instrumental role as a field based, space execution oriented and tactical member of the Beer Sales Business Unit team that expands Constellation's reputation as a leader in the High End. This position supports the BU with space management initiatives, while exhibiting accountability and dependability for top distributor and retailer space management results. The Space Execution Specialist will address space opportunities by leveraging multiple data sources, tools and analytics along with a deep understanding of the retail environment. Responsibilities Drive Constellation's vision for space management through to action in the field for assigned Business Unit (BU) through: Supporting a geographical Business Unit (BU) with the execution of space management initiatives, along with tracking and managing results. Activating Constellation's Retail Execution Standards (RES) and space management strategy with distributors and at retailers Taking a lead role in physically ensuring increased space execution in 20% A&B controllable accounts in a concentrated geography. Managing and tracking CBBD space gains/losses in the geographical BU for a minimum of 20% A&B controllable accounts, along with the KAM managed accounts Building and maintaining strong partnerships with key distributors and retailers to optimize our space using distributor set library where available. Collaborating with key independent A&B controllable accounts to improve space Uncovering and pursuing opportunities to grow volume and points of distribution through space management. Understanding CBBD, Distributor and retailer strategy, business needs, and goals regarding space Delivering Space Management presentations to distributors and retailers to increase CBBD space and assortment. Partnering with distributors' space management teams on the collection of data for distributor-managed sets. Conducting space and distribution opportunity analysis to optimize revenue and profit for CBBD and the retailer. Using tools and resources to support product addition and deletion recommendations by brand and package. Building success stories for segment flow, adjacencies and brand-blocking techniques as directed by RES. Coordinating crew drives for selling space activity. Performing additional duties and responsibilities as needed. Minimum Qualifications Bachelor's degree required or equivalent professional experience. 2+ years of experience in the beverage alcohol industry with knowledge of distributor and retailer space management Knowledge or experience in JDA and Mission Control, highly preferred. Understanding of a variety of system output and application of measures for IRI, Nielsen, or Spectra syndicated data Above average user of Microsoft Excel, Word, and PowerPoint. Ability to travel a minimum of 25% of his/her working time, including up to 5hrs driving time. Demonstrated diligence and ability to follow through on all commitments. Proven track record in building strong relationships with customers as well as internal and external associates. Demonstrated strong oral, written, and interpersonal communication skills. Preferred Qualifications 3+ years of CPG retail and/or space management experience 1+ years of distributor or retail store management experience. Above average understanding of a variety of system output and application of measures contained within IRI, Nielsen, or Spectra. Expert user of Microsoft Excel, Work, and PowerPoint. Physical Requirements/Work Environment Must be able to stand, walk, sit Must be able to move up to 55 lbs Use hands to handle or feel; reach with hands and arms Climb or balance stairs/ladders Stoop, kneel, crouch or crawl; talk and hear Must have close vision, distant vision, and ability to adjust focus, peripheral vision Must be able to sit and stand for extended periods of time and work on a computer for extended periods Must have a valid driver's license and be able to drive a car and travel via plane/train as needed Must be at least 21 years of age Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Location Portland, Oregon Additional Locations Job Type Full time Job Area Sales Support The salary range for this role is: $73,100.00 - $109,600.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Equal Opportunity Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).
    $26k-36k yearly est. Auto-Apply 5d ago
  • PT Specialist - $5,000 Sign-On Bonus

    Providence Non-RN-Oregon

    Loan specialist job in Talent, OR

    Physical Therapist - Orthopedics at Providence Medford Medical Center- Full-Time, Day Schedule $5,000 Sign-On Bonus for eligible rehires and external hires that meet required qualifications and conditions of payment. Want to know what it's like working at Providence? Click HERE Providence offers a fantastic benefits package which include but is not limited to: Free, convenient, and ample parking Medical Plan Assistance Program - provides free or reduced-cost coverage to caregivers and their eligible dependents who qualify based on household size and income Tuition Reimbursement/Education - includes 100% tuition paid program options; up to $5,250 per year for select undergraduate and masters degrees within Guild catalog. Required books and fees are 100% covered or reimbursable for select schools in the Guild catalog up to program funding cap Paid Time Off - Benefit eligible caregivers receive up to 25 days per year Retirement - The Providence retirement program consists of employer match and discretionary contributions that work together with your pre-tax (and/or Roth aftertax) contributions to help you save for retirement. Lyra Caregiver Assistance Program - Up to 25 counseling or coaching sessions per eligible member per year The Physical Therapist manages and provides skilled physical therapy to patients/clients with a wide variety of diagnoses and disabilities, taking into account the individual patient special physical or age-related needs. Requires skills in patient/client evaluation and treatment, as well as professional consultations to achieve maximum patient/client independence in accordance with the individual functional level and potential. This position is going to be a 100% Orthopedics Position. Our location offers one on one 45 minute appointments for our patients. Providence caregivers are not simply valued - they're invaluable. Join our team at Providence Medford Medical Center and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them. Required qualifications: Bachelor's Degree from an accredited Physical Therapy Program. Or Master's Degree from an accredited Physical Therapy Program. Or D.P.T. from an accredited Physical Therapy Program. Coursework/Training and Occasionally a position will require specialized physical therapy training to meet a particular department need. Upon hire: Oregon Physical Therapist License Within 30 days of hire: National Provider BLS - American Heart Association Upon hire: For PL540 (PCC) & PL580 (BNC) ONLY- In compliance with company policy and state regulations, a Department of Human Services (DHS) background check is required for this position. Occasionally a position will require specialized physical therapy experience to meet a particular department need. Why Join Providence? Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities. About Providence At Providence, our strength lies in Our Promise of "Know me, care for me, ease my way." Working at our family of organizations means that regardless of your role, we'll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable. The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities. Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits. Applicants in the Unincorporated County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Unincorporated Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act." About the Team Providence has been serving the Pacific Northwest since 1856 when Mother Joseph of the Sacred Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to charming coastal communities to the urban setting of Portland. Our award-winning and comprehensive medical centers are known for outstanding programs in cancer, cardiology, neurosciences, orthopedics, women's services, emergency and trauma care, pediatrics and neonatal intensive care. Our not-for-profit network also provides a full spectrum of care with leading-edge diagnostics and treatment, outpatient health centers, physician groups and clinics, numerous outreach programs, and hospice and home care. Providence is proud to be an Equal Opportunity Employer. We are committed to the principle that every workforce member has the right to work in surroundings that are free from all forms of unlawful discrimination and harassment on the basis of race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. We believe diversity makes us stronger, so we are dedicated to shaping an inclusive workforce, learning from each other, and creating equal opportunities for advancement. Requsition ID: 363747 Company: Providence Jobs Job Category: Rehabilitation Job Function: Clinical Care Job Schedule: Full time Job Shift: Day Career Track: Clinical Professional Department: 5010 PMMC OP PHY THERAPY ORTHO Address: OR Medford 1045 Ellendale Dr Work Location: Medford Medical Center Bldg-Medford Workplace Type: On-site Pay Range: $44.18 - $68.57 The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.
    $34k-66k yearly est. 5d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Salem, OR

    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: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX 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 $20-24. 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: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Student Loan Coaching Specialist

    Candidly

    Loan specialist job in Portland, OR

    As a Student Loan Coaching Specialist, you'll work one-on-one with end users to provide expert, personalized guidance on student loan repayment. We're expanding our coaching service to help even more users navigate the complexity of student loans (e.g. federal repayment plans, public service loan forgiveness, refinance, consolidation, tax considerations, accelerated payments, college funding) and balance other long-term financial goals alongside debt repayment. Our ideal candidate is a self-starter who is eager to help advance the program and is comfortable communicating directly with end users. Empathy, curiosity, and a growth mindset are critical to this role. Key Responsibilities * Prepare a borrower's analysis before the call, review it along with any questions during the call, and provide prompt follow-up via email after the call * Become proficient with the Candidly platform and capabilities that can help borrowers make progress based on their customized plan * Follow the post call coaching procedures (record meetings, fill out post call form, etc.) * Weekly check-in with the Candidly Coaching team * Ability to lead webinars, develop written resources, and collaborate on cross-functional initiatives to drive the growth and impact of the coaching program * Contributes to team knowledge sharing and process improvement initiatives * Shows initiative and resourcefulness to resolve user issues and improve coaching processes * Adapts quickly to changes in policies, programs, or tools in a fast-paced environment * Engages in continuous learning to stay up to date on student loan regulations, financial wellness strategies, and fintech tools Requirements * Certifications - CSLP designation preferred * You are empathy-first in your approach to your clients and our users * You are conscientious and meticulous in detail * You have passion for making a difference and approach each day with a sense of urgency about the opportunity to make an impact * You are an exceptional teammate Preferred Qualifications * Experience or knowledge in college planning concepts and strategies * Familiarity with federal and private student loan programs, repayment strategies, and forgiveness options * Knowledge of personal finance software or fintech platforms * Bilingual or multilingual abilities to support a diverse user base * Background in higher education, career services, or financial literacy education * Experience or familiarity with AI-driven financial tools or platforms, including using AI insights to guide client decision-making or improve coaching outcomes
    $28k-44k yearly est. 24d ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in Bend, OR

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $39k-55k yearly est. 60d+ ago
  • Loan Officer

    Cornerstone Capital Bank 3.3company rating

    Loan specialist job in Bend, OR

    Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring energy and expertise to every transaction, and you're motivated by helping people achieve homeownership while building a thriving business of your own. What you'll do: You'll be the trusted guide clients and referral partners count on throughout the entire mortgage journey. That means building genuine relationships, understanding what matters most to each borrower, and helping them navigate their options with confidence and clarity. You'll manage every detail from application to closing, set clear expectations, and deliver an exceptional experience at every step. And because this industry never stops evolving, you'll stay sharp on market trends, product updates, and compliance requirements so you're always bringing your best. What You'll Bring: Success here comes down to three things: heart, hustle, and a commitment to doing right by people. Here's what that looks like: Minimum of 2 years of consecutive, recent experience in mortgage loan origination with demonstrated knowledge of the complete loan lifecycle Active Mortgage Loan Originator (MLO) license in good standing with the NMLS for applicable state(s), or the ability to obtain licensing within 60 days of hire Proven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals Ability to manage a consistent loan pipeline effectively Strong analytical capabilities to interpret complex financial data and guide sound lending decisions Exceptional communication and relationship management skills that build trust and loyalty Advanced organizational abilities and strategic problem-solving approach A positive, proactive attitude and a genuine passion for helping others win What We Offer: Competitive compensation structure that rewards your production Comprehensive benefits including medical, dental, vision, and 401(k) Industry-leading support Access to hundreds of loan products through dozens of investor sources Award-winning workplace culture recognized for work-life balance and employee satisfaction Joint venture opportunities for growth in the builder channel What to do Next: If you're reading this and thinking "this is exactly the kind of company I want to build my career with," don't wait. Apply now and let's start a conversation about your future at Cornerstone. We're building something special here, and we're looking for professionals who are ready to grow with us for the long term. Once you join Cornerstone, we invest in you as a valued member of our team. Our team members will tell you there's something different about working here: a culture of genuine support, innovation, and shared purpose that you'll experience from day one. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $37k-47k yearly est. 24d ago
  • Loan Originator NE - Lake Oswego, OR

    Primelending 4.4company rating

    Loan specialist job in Lake Oswego, OR

    Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. High school diploma or equivalent and appropriate licenses as required by state. Valid driver's license and current automobile liability insurance. A minimum of 12 months loan originator experience required. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). Other duties as assigned.
    $37k-50k yearly est. Auto-Apply 31d ago
  • Loan Officer

    Guild Mortgage 4.3company rating

    Loan specialist job in Portland, OR

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30 day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities; strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer.
    $40k-55k yearly est. 60d+ ago
  • Loan Officer

    Oregon Coast Bank 4.6company rating

    Loan specialist job in Newport, OR

    Full-time Description The Loan Document Specialist is responsible for processing loan applications in compliance with bank policies, meeting investor guidelines and demonstrating lending strategies. This individual also provides loan support functions to include documentation origination and evaluating loan servicing, authorization, and/or recommend the approval of commercial, credit, or real estate loans. Requirements Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Position Title Department Reports To Loan Officer Lending Chief Lending Officer · Meets with customers to determine needs and negotiate deals · Manages the loan processes to include pre-processing steps (ordering title policies, EDR, surveys, etc.), processing steps (preparation of loan documents and closing coordination), and post-closing (monitoring and booking of the loan) · Orders revision loan documents, appraisals, and environmental documents as determined · Orders updated customer financial statements as needed · Acts as liaison with various departments. Responsible for providing services to commercial customers including but not limited to the processing of loans, payments, financial analysis, statements, etc. · Reviews documentation for renewals and restructures as approved by management · Arranges loan renewal closings and restructure loans · Effectively processes loan requests under minimum supervision, by obtaining, verifying, completing, and maintaining the necessary loan documentation · Conducts research and reviews liens, title searches, and title commitments and works with Loan Officer to clear all exceptions · Processes and completes construction draw, payments, new loans, and renewals · Reviews accepted collateral types for appropriate documentation · Provides support in recording and filing pertinent collateral documents (i.e.. Deed of Trusts, UCCs, Fishing Vessel Mortgages) · Provides support in maintaining loan files and following up with annual reviews and financial tracking · Assists other lenders as needed · Presents credits to Loan Committee for approval · Assures customer service is a top priority whether internally or externally, treating customers and employees professionally, with courtesy, and respect · Reviews credit memos and loan files to ensure they have all the pertinent information necessary to create loan documents · Assists Loan Servicing in ensuring all disclosures are completely error-free · Assists Loan Servicing in creating and proofing loan documents for consumer and commercial loans · Reviews loan documents for consumer and commercial loans · Provides support in booking loans and collateral information into the internal banking system · Stays current on loan policies and procedures for the bank and at the regulatory level · Liaisons with the Legal Service Department and ensures that protocol is maintained · Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein. · Performs other duties as assigned Minimum Qualifications (Knowledge, Skills, and Abilities) · High school diploma or equivalent and on-the-job training · Previous experience in loan processing, accounting, and servicing strongly desired · Computer proficiency at a mid to expert level in Microsoft Office programs, expert level in excel required for related analysis of customer financials · Understanding of commercial banking laws, bank products, services, policies, and procedures, as well as cost accounting, financial and statistical analysis, principles of commercial and consumer credit · Thorough understanding of Federal Housing Authority (FHA), Veterans Affairs (VA), Federal National Mortgage (Fannie Mae), and other types of construction and conventional loans · Knowledge of legal documentation is required · Certification of any mandatory state loan officer training or licensing required · Demonstrated ability to use various interpersonal styles and communication methods, to gain customer acceptance of a product or service · Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes · Strong organizational skills and the ability to handle multiple tasks under tight time constraints · Excellent verbal and written communication skills · Self-motivated with a high level of problem-solving skills · Excellent time management skills and the ability to complete tasks on time Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Salary Description $52,660-$87,000/annually
    $52.7k-87k yearly 38d ago
  • Loan Servicer I

    Oregon State Credit Union 3.6company rating

    Loan specialist job in Corvallis, OR

    Oregon State Credit Union is seeking a detail-oriented and service-focused Loan Servicer I to join our Loan Servicing team. In this role, you'll be the primary contact for servicing consumer loans. You'll process loan setups, modifications, payoffs, lien perfection, and compliance with regulations. This position also supports reporting, auditing, and provides exceptional member service. What you will need to be successful: Loan Servicing Expertise: Knowledge of general consumer loan servicing processes. Ability to process payoffs, monitor insurance, timely reporting, and maintain accurate records. Attention to Detail & Problem-Solving: Strong organizational skills with accuracy in a deadline-driven environment. Ability to identify discrepancies and resolve issues effectively Communication & Collaboration: Excellent written and verbal communication skills. Ability to work with members, internal teams, and external partners. Experience & Education: One year of financial services experience preferred. Basic knowledge of accounting principles. High school diploma or GED required. Proficiency in Microsoft Suite. Ways we'll appreciate you: A positive atmosphere Competitive wages, incentive bonuses, paid holidays and paid time off 100% credit-union-paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available 401k Plan with an amazingly generous credit union match! Tax-saving Flexible Spending and Health Savings Plans Premier membership perks, company clothing, wellness and recognition programs Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better. Location: 1980 NW 9th St, Corvallis, OR Work type: Full-Time, Non-Exempt Compensation: $20.79 + bonus Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities. The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
    $33k-39k yearly est. 19d ago
  • Mortgage Loan Officer (43270)

    Willamette Valley Bank 4.3company rating

    Loan specialist job in Albany, OR

    Mortgage Loan Officer Willamette Valley Bank is seeking a results-driven Mortgage Loan Officer (MLO) to originate quality residential mortgage loans while delivering best-in-class borrower experience. This client-facing role is responsible for identifying loan solutions, crafting appropriate financing strategies, and guiding clients from application through closing. The ideal candidate thrives on relationship building, is skilled in sales and loan design, and is committed to regulatory compliance and operational excellence. Some of the Key Responsibilities Include * Advise clients on mortgage loan options, recommend suitable products, and develop tailored loan arrangements to meet their financial needs * Collect, analyze, and evaluate financial and credit information - including tax returns - to determine loan eligibility and configure optimal terms * Manage the loan process from application to closing in partnership with operations, ensuing compliance, quality, and timely resolution of any issues * Build and maintain a robust network of partners, including realtors, builders, and other community contacts, to generate new business opportunities * Maintain proactive, transparent communication with clients and stakeholders throughout the loan process * Monitor loan pipelines daily, anticipate needs, and follow up on outstanding items to ensure seamless and timely closings * Maintain accurate, complete files in Encompass, including proper documentation and interest rate locking * Represent the bank at community and networking events, and actively contribute to team sales meetings and compliance trainings * Stay informed on market trends, regulatory changes, and industry best practices * Maintain current NMLS registration and adhere to all regulatory, investor, and bank-specific compliance requirements * Meet or exceed minimum production standards as established by mortgage management * Uphold confidentiality, ethical conduct, and professionalism in all interactions What We Offer * Competitive compensation structure with incentive opportunities * Comprehensive benefits package * A stable, collaborative work environment * Supportive and knowledgeable leadership team
    $42k-57k yearly est. 14d ago
  • Mortgage Relationship Officer

    Unitus Community Credit Union 3.8company rating

    Loan specialist job in Woodburn, OR

    At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service - the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional. This is a hybrid position based in the Bridgeport Village-Woodburn-Salem area. Compensation is a base salary plus commission. Primary Duties: Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus' products and lending guidelines Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives As an ideal candidate, you will have: Bachelor's degree preferred or equivalent work experience Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment Ability to be certified and maintain registration through NMLS as required for mortgage originations Willingness to travel on a regular basis within the areas Unitus serves Bilingual skills (especially Spanish/English) are preferred. Our Benefits Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment. Medical + Dental + Vision Flexible Spending Accounts + HSA Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment Unitus recognizes 12 paid holidays per year 401(k) Retirement Savings Annual Incentives (*eligibility dependent) Employee Assistance Plan Tuition Reimbursement Student Loan Debt Repayment Transit & Parking benefits Paid Volunteer Time Off What's it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing! Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.
    $38k-46k yearly est. Auto-Apply 26d ago
  • RT Specialist - $8,000 Sign-On Bonus, Portland

    Providence Non-RN-Oregon

    Loan specialist job in Beaverton, OR

    Join our team as Respiratory Therapist at Providence Portland Medical Center, and empower patients to breathe easier, alongside you. This role is Full-time, working a Night schedule. Check out what's it like working with our team, click here: bit.ly/4mDRy7g $8,000 Sign-On Bonus for eligible rehires and external hires that meet required qualifications and conditions for payment. Free, convenient, and ample parking. TriMet annual pass (Hop Fastpass) for benefit eligible staff who work within the Portland Service Area (does NOT include Wilsonville, Newberg, Seaside, Hood River, Washington State, or Medford). Medical Plan Assistance Program - provides free or reduced-cost coverage to caregivers and their eligible dependents who qualify based on household size and income. Tuition reimbursement/education - includes 100% tuition paid program options; up to $5,250 per year for select undergraduate and masters degrees within Guild catalog. Required books and fees are 100% covered or reimbursable for select schools in the Guild catalog up to program funding cap. Paid Time Off - Benefit eligible caregivers receive up to 25 days per year. Retirement - The Providence retirement program consists of employer match and discretionary contributions that work together with your pre-tax (and/or Roth aftertax) contributions to help you save for retirement. Lyra Caregiver Assistance program - Up to 25 counseling or coaching sessions per eligible member per year. Perform Respiratory Care Services in accordance with departmental standards, policies and protocols. Providence caregivers are not simply valued - they're invaluable. Join our team at Providence Portland Medical Center and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them. Required Qualifications: Associate's Degree in Respiratory Therapy or equivalent educ/experience Oregon Respiratory Care Practitioner License upon hire National Provider BLS - American Heart Association upon hire National Provider ACLS - American Heart Association upon hire National Provider PALS - American Heart Association within 90 days of hire National Provider NRP - American Academy of Pediatrics within 90 days of hire Why Join Providence? Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities. Accepting a new position at another facility that is part of the Providence family of organizations may change your current benefits. Changes in benefits, including paid time-off, happen for various reasons. These reasons can include changes of Legal Employer, FTE, Union, location, time-off plan policies, availability of health and welfare benefit plan offerings, and other various reasons. About Providence At Providence, our strength lies in Our Promise of "Know me, care for me, ease my way." Working at our family of organizations means that regardless of your role, we'll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable. The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities. Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits. Applicants in the Unincorporated County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Unincorporated Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act." About the Team Providence has been serving the Pacific Northwest since 1856 when Mother Joseph of the Sacred Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to charming coastal communities to the urban setting of Portland. Our award-winning and comprehensive medical centers are known for outstanding programs in cancer, cardiology, neurosciences, orthopedics, women's services, emergency and trauma care, pediatrics and neonatal intensive care. Our not-for-profit network also provides a full spectrum of care with leading-edge diagnostics and treatment, outpatient health centers, physician groups and clinics, numerous outreach programs, and hospice and home care. Providence is proud to be an Equal Opportunity Employer. We are committed to the principle that every workforce member has the right to work in surroundings that are free from all forms of unlawful discrimination and harassment on the basis of race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. We believe diversity makes us stronger, so we are dedicated to shaping an inclusive workforce, learning from each other, and creating equal opportunities for advancement. Requsition ID: 399208 Company: Providence Jobs Job Category: Respiratory Care Job Function: Clinical Care Job Schedule: Full time Job Shift: Night Career Track: Clinical Professional Department: 5001 PPMC RESP THERAPY Address: OR Portland 4805 NE Glisan St Work Location: Providence Portland Medical Ctr-Portland Workplace Type: On-site Pay Range: $37.45 - $58.14 The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.
    $32k-59k yearly est. 5d ago
  • Home Loan Specialist II

    Solomonedwards 4.5company rating

    Loan specialist job in Salem, OR

    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: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX 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 $20-24. 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: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Team Loan Originator NE - Lake Oswego

    Primelending 4.4company rating

    Loan specialist job in Lake Oswego, OR

    Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. In addition acts as a liaison between the Lead/Primary and/or other team loan originators, in-process customers and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. One to two years of sales or mortgage banking experience preferred. Valid driver's license and current automobile liability insurance. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. An ability to quickly assess and process large amounts of information, and must be able to use designated technology. Must continue to expand knowledge of issues influencing the industry and the organization. Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume. Must be proficient in required origination technology and use of other office equipment. Must maintain confidentiality of borrower and/or company information. *In accordance with U.S. Department of Labor Regulation Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13(a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Markets and promotes PrimeLending's financial products; Team Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Handles loan volume as directed by each team loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Schedules appointments with potential customers for the team loan originator(s). Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. Meets customer service standards as outlined by management. Other functions as needed.
    $37k-50k yearly est. Auto-Apply 31d ago
  • Mortgage Loan Officer (43271)

    Willamette Valley Bank 4.3company rating

    Loan specialist job in Medford, OR

    Mortgage Loan Officer Willamette Valley Bank is seeking a results-driven Mortgage Loan Officer (MLO) to originate quality residential mortgage loans while delivering best-in-class borrower experience. This client-facing role is responsible for identifying loan solutions, crafting appropriate financing strategies, and guiding clients from application through closing. The ideal candidate thrives on relationship building, is skilled in sales and loan design, and is committed to regulatory compliance and operational excellence. Some of the Key Responsibilities Include * Advise clients on mortgage loan options, recommend suitable products, and develop tailored loan arrangements to meet their financial needs * Collect, analyze, and evaluate financial and credit information - including tax returns - to determine loan eligibility and configure optimal terms * Manage the loan process from application to closing in partnership with operations, ensuing compliance, quality, and timely resolution of any issues * Build and maintain a robust network of partners, including realtors, builders, and other community contacts, to generate new business opportunities * Maintain proactive, transparent communication with clients and stakeholders throughout the loan process * Monitor loan pipelines daily, anticipate needs, and follow up on outstanding items to ensure seamless and timely closings * Maintain accurate, complete files in Encompass, including proper documentation and interest rate locking * Represent the bank at community and networking events, and actively contribute to team sales meetings and compliance trainings * Stay informed on market trends, regulatory changes, and industry best practices * Maintain current NMLS registration and adhere to all regulatory, investor, and bank-specific compliance requirements * Meet or exceed minimum production standards as established by mortgage management * Uphold confidentiality, ethical conduct, and professionalism in all interactions What We Offer * Competitive compensation structure with incentive opportunities * Comprehensive benefits package * A stable, collaborative work environment * Supportive and knowledgeable leadership team
    $42k-58k yearly est. 14d ago
  • Loan Officer

    Guild Mortgage 4.3company rating

    Loan specialist job in Medford, OR

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30 day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities; strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer.
    $40k-56k yearly est. 60d+ ago
  • Mortgage Relationship Officer

    Unitus Community Credit Union 3.8company rating

    Loan specialist job in Woodburn, OR

    Job Description At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service - the kind that creates the Unitus difference . Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional. This is a hybrid position based in the Bridgeport Village-Woodburn-Salem area. Compensation is a base salary plus commission. Primary Duties: Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus' products and lending guidelines Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives As an ideal candidate, you will have: Bachelor's degree preferred or equivalent work experience Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment Ability to be certified and maintain registration through NMLS as required for mortgage originations Willingness to travel on a regular basis within the areas Unitus serves Bilingual skills (especially Spanish/English) are preferred. Our Benefits Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment. Medical + Dental + Vision Flexible Spending Accounts + HSA Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment Unitus recognizes 12 paid holidays per year 401(k) Retirement Savings Annual Incentives (*eligibility dependent) Employee Assistance Plan Tuition Reimbursement Student Loan Debt Repayment Transit & Parking benefits Paid Volunteer Time Off What's it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing! Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.
    $38k-46k yearly est. 26d ago
  • Mortgage Specialist

    Oregon State Credit Union 3.6company rating

    Loan specialist job in Corvallis, OR

    You don't want just a job-you want a future. At Oregon State Credit Union, that future might be waiting for you. As a Mortgage Specialist, you will be the primary frontline contact for servicing mortgage, business, and consumer loans. This role ensures accurate loan management, supports secondary market delivery, assists in portfolio monitoring, and provides advanced expertise on loan policies and investor requirements.You'll handle complex loan setups, modifications, payments, payoffs, and collateral protection insurance, while supporting staff and members with questions regarding their accounts. This position requires a high level of accuracy, organizational skills, and the ability to balance multiple priorities while delivering outstanding service to members, team members, and external partners.This is a fast-paced role that combines technical knowledge with problem-solving, requiring initiative, collaboration, and attention to detail. You'll make an impact every day by ensuring loans are serviced effectively and compliantly, helping us fulfill our mission of supporting members' financial well-being. Ways we'll appreciate you: A positive, supportive atmosphere Initial and on-going training; opportunities for advancement 401k Plan with an amazingly generous credit union match 100% Credit union-paid option for employee medical, vision, dental, life and disability insurance; dependent coverage available Competitive wage, bonuses, paid holidays and paid time off Tax-saving health and dependent care Flexible Spending Plans, HSA Premier membership perks, loan discounts, company swag, wellness and recognition programs Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better. The work you'll do to secure items for which others have not actually paid, is essential to our being able to continue to offer services to the community. What you will need to be successful: Strong written and oral communication skills Excellent time management, organizational, and problem-solving abilities with strong attention to accuracy and detail Ability to analyze and resolve loan servicing issues while supporting both members and staff Strong interpersonal skills with a customer-service mindset Three years of experience in the financial services industry required; three or more years in the mortgage industry preferred (with at least one year as a mortgage servicer or mortgage processor) Experience working with secondary market or external investors preferred Basic knowledge of accounting principles and regulatory compliance (BSA/AML/OFAC) preferred Comfort with public contact and customer service in a professional environment Proficiency in Microsoft Word and Excel; mortgage software experience preferred High school diploma or GED required Location: 4800 SW Research Way, Corvallis Work type: Full-time, on-site, non-exempt Compensation: $24/hr + bonus Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities. The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
    $24 hourly 39d ago
  • Loan Officer

    Oregon Coast Bank 4.6company rating

    Loan specialist job in Newport, OR

    Description: The Loan Document Specialist is responsible for processing loan applications in compliance with bank policies, meeting investor guidelines and demonstrating lending strategies. This individual also provides loan support functions to include documentation origination and evaluating loan servicing, authorization, and/or recommend the approval of commercial, credit, or real estate loans. Requirements: Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Position Title Department Reports To Loan Officer Lending Chief Lending Officer · Meets with customers to determine needs and negotiate deals · Manages the loan processes to include pre-processing steps (ordering title policies, EDR, surveys, etc.), processing steps (preparation of loan documents and closing coordination), and post-closing (monitoring and booking of the loan) · Orders revision loan documents, appraisals, and environmental documents as determined · Orders updated customer financial statements as needed · Acts as liaison with various departments. Responsible for providing services to commercial customers including but not limited to the processing of loans, payments, financial analysis, statements, etc. · Reviews documentation for renewals and restructures as approved by management · Arranges loan renewal closings and restructure loans · Effectively processes loan requests under minimum supervision, by obtaining, verifying, completing, and maintaining the necessary loan documentation · Conducts research and reviews liens, title searches, and title commitments and works with Loan Officer to clear all exceptions · Processes and completes construction draw, payments, new loans, and renewals · Reviews accepted collateral types for appropriate documentation · Provides support in recording and filing pertinent collateral documents (i.e.. Deed of Trusts, UCCs, Fishing Vessel Mortgages) · Provides support in maintaining loan files and following up with annual reviews and financial tracking · Assists other lenders as needed · Presents credits to Loan Committee for approval · Assures customer service is a top priority whether internally or externally, treating customers and employees professionally, with courtesy, and respect · Reviews credit memos and loan files to ensure they have all the pertinent information necessary to create loan documents · Assists Loan Servicing in ensuring all disclosures are completely error-free · Assists Loan Servicing in creating and proofing loan documents for consumer and commercial loans · Reviews loan documents for consumer and commercial loans · Provides support in booking loans and collateral information into the internal banking system · Stays current on loan policies and procedures for the bank and at the regulatory level · Liaisons with the Legal Service Department and ensures that protocol is maintained · Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein. · Performs other duties as assigned Minimum Qualifications (Knowledge, Skills, and Abilities) · High school diploma or equivalent and on-the-job training · Previous experience in loan processing, accounting, and servicing strongly desired · Computer proficiency at a mid to expert level in Microsoft Office programs, expert level in excel required for related analysis of customer financials · Understanding of commercial banking laws, bank products, services, policies, and procedures, as well as cost accounting, financial and statistical analysis, principles of commercial and consumer credit · Thorough understanding of Federal Housing Authority (FHA), Veterans Affairs (VA), Federal National Mortgage (Fannie Mae), and other types of construction and conventional loans · Knowledge of legal documentation is required · Certification of any mandatory state loan officer training or licensing required · Demonstrated ability to use various interpersonal styles and communication methods, to gain customer acceptance of a product or service · Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes · Strong organizational skills and the ability to handle multiple tasks under tight time constraints · Excellent verbal and written communication skills · Self-motivated with a high level of problem-solving skills · Excellent time management skills and the ability to complete tasks on time Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
    $43k-49k yearly est. 7d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Bend, OR?

The average loan specialist in Bend, OR earns between $22,000 and $56,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Bend, OR

$35,000
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