Home Loan Specialist II
Loan specialist job in Indianapolis, IN
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
****************************
Easy ApplyLoan Servicing Specialist
Loan specialist job in Indianapolis, IN
at First Business Bank
Join the winning team at First Business Bank as a Loan Servicing Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW
This role is an onsite position 8am-5pm Monday-Friday with the flexibility of 1 day remote post onboarding.
Join our newest specialty lending group, that is seeing amazing growth and is looking to add hard-working, motivated talent to their Indy team. The Loan Servicing Specialist is the primary contact who services the day to day needs of the client through system management and customer service. Success is achieved through exceptional organizational skills, communication skills, and detail.
POSITION OVERVIEW:
Primary responsibility is to service dealers and auction clients.
Process new loans within established cutoff and/or turn times.
Manage titles coming from auctions and sending titles to dealers upon payoffs or on a title release within established cutoff and/or turn times.
Reconcile monthly lot audit inspections and communicate results to management.
Assure that dealers maintain compliance with their agreement and exercise collection skills when necessary.
Provide best in class customer service to dealers and auctions.
Develop a thorough understanding of the bank's policies, processes and procedures.
POSITION REQUIREMENTS:
High school diploma or equivalent
Automotive financing or Banking experience preferred
Able to effectively and professionally communicate with clients and internal team members.
Self-motivated, independent and able to effectively utilize training and resource materials.
Proficiency with Outlook, Excel, Word
Effectively prepare or review of documents and reports using Microsoft Office based products, Customer Relationship Management (CRM) tools and internal work queues at a satisfactory pace.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyLoan Officer
Loan specialist job in Bloomington, IN
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.
Epic Resolute HB Specialist
Loan specialist job in Indianapolis, IN
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic Resolute HB Specialist you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
Work you'll do/Responsibilities
As a Project Delivery Specialist (PDS) at Deloitte, you will work within an engagement team and be responsible for supporting the overall project goals and objectives. In this role, you will interact with stakeholders and cross-functional teams. It is expected that you will be able to perform independent tasks as well as provide technical guidance to team members, as needed.
+ Work with the implementation team to plan and complete build, implement end-to-end Epic.
+ Work command center shifts to investigate during go-live, document, and resolve break-fix tickets.
+ Conduct and document root cause analysis and complete any assigned system maintenance.
+ Assist in low level design, operational discussions, build, test, and migrate Epic build, provide go-live support following migration of new build.
+ Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management.
The Team
Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, deliver services, generate growth, and execute mission-critical operations. We deliver integrated business expertise with scalable, repeatable technology solutions specifically engineered for each sector.
Qualifications
Required
+ Current Epic Certification in Epic Hospital Billing
+ 5+ years' experience in Epic Hospital Billing
+ Experience in Epic implementation or enhancement processes
+ Experience in application design, workflows, build, troubleshooting, testing, and support.
+ Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
+ Limited immigration sponsorship may be available.
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Hospital or Clinic operations experience
+ Additional Epic Certifications
+ ITIL process knowledge
+ Analytical/ Decision Making Responsibilities
+ Analytical ability to manage multiple projects and prioritize tasks into manageable work products
+ Can operate independently or with minimum supervision
+ Excellent Written and Communication Skills
+ Ability to deliver technical demonstrations
Additional Requirements
Information for applicants with a need for accommodation: ************************************************************************************************************
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Resolution Team Specialist
Loan specialist job in Indianapolis, IN
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
A Resolution Team Specialist advocates for the patient and portrays "Putting People First" by taking a hands-on approach to help people on their path to better health. In this role, a Resolution Team Specialist will provide a high level of customer service, resolve escalations, and report potential trends to Leadership for review.
**Job Responsibilities:**
+ Develop a deep understanding of Coram processes and learn how customer service impacts a patient's journey from intake to discharge.
+ Build a trusting relationship with patients by engaging in meaningful and relevant conversation.
+ Manage difficult or emotional situations, responding promptly to patient needs, and demonstrating empathy and a sense of urgency when appropriate.
+ Accurately and consistently document each interaction in the appropriate RevCycle system.
+ Record, review, and take next steps to follow-up and resolve patient concerns.
+ Gather and examine patient information to determine eligibility for payment plans or financial assistance.
+ Meet call center metrics that include call volume and call quality.
+ Use technology to effectively liaison with other departments across Coram.
+ Demonstrate an outgoing, enthusiastic, professional, and caring presence over the telephone.
**Required Qualifications**
+ Effective written and verbal customer service skills
+ Ability to work independently and on a team.
+ Ability to offer emotional support and sympathy.
+ Experience with computers, including 1+ years working with Microsoft Word, Outlook, and Excel
+ Flexibility with work schedule to meet business needs, including but not limited to 8-hour work shifts from 6:30am - 5:00pm Arizona time (Monday - Friday)
**Preferred Qualifications**
+ Knowledge of healthcare billing, collections practices, and/or infusion services.
**Education**
+ Verifiable High School Diploma or GED required.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$17.00 - $34.15
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit *****************************************
We anticipate the application window for this opening will close on: 12/12/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Consumer Loan Specialist - Sales Customer Service
Loan specialist job in Indianapolis, IN
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $34,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! We are also offering a $2,500 Sign On Bonus + $500 after 90 days with a satisfactory rating! In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply today!
As a Consumer Loan Specialist, you will be a key team member in the branch. Your primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. The successful candidate will posses a professional demeanor, outgoing/positive attitude, reliability, and excellent oral and written communication skills.
ABOUT REPUBLIC FINANCE
We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our communities. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital.
Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and by rewarding performance.
Job responsibilities are as follows:
* Actively seeks opportunities to originate new loan business with new and existing customers.
* Evaluates customer needs to recommend the best consumer loan and voluntary product solutions.
* Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants.
* Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing.
* Takes ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans.
* Closes loans, assembles loan folders, and breaks down files as well as other miscellaneous tasks.
* Consistently meets or exceeds loan goals.
* Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio.
* Applies analytical skills to quickly and efficiently resolve any customer issues.
* Processes insurance claims, follow-ups and payments daily and maintains insurance log.
* Provides excellent customer care through daily transactions, customer inquiries and problem resolution.
* Answers incoming phone calls; checks branch's voicemail.
* Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance.
Requirements
* High school diploma or equivalent.
* Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based).
* Professional demeanor, positive attitude, strong communication and customer relations skills are a must.
* Ability to work in a high-performing, fast-paced, goal-oriented, team environment.
* Ability to successfully navigate priorities while paying close attention to details.
* Basic computer skills and familiarity with Windows & Microsoft Office.
* Ability to meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.
* Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state's department of insurance.
Benefits
We offer a competitive compensation and benefits package including:
* Health, Dental, & Vision Insurance
* 15 days of Paid Time Off (PTO) to start + 1 additional personal day
* 401k + employer match
* Company provided Life Insurance & Long Term Disability
* Employee Assistance Program - Confidential mental health support
Additional benefits with Republic Finance include:
* Access to LinkedIn Learning's library of 10,000+ professional development courses
* Employee of the Month Program
* Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital
* Professional offices with a friendly team environment
* Monthly incentive bonus pay
* Internal promotions
Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
IND123
Auto-ApplyLoan Servicing Specialist
Loan specialist job in Martinsville, IN
The Loan Servicing Specialist will report directly to the Loan Operations Manager. The primary responsibilities of this position include customer service, insurance servicing, secondary market servicing, processing payoff statements, maintaining adjustable rate indexes, performing annual escrow analysis, payment of escrow items, providing long-term guidance to borrowers as needed, and other duties requested to assist in the support of other bank activities.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Monitors all outstanding loan files requiring flood insurance to ensure adequate evidence of insurance is maintained at all times; communicate with customers as needed
Monitor insurance reports, charge/refund force placed insurance at the loan levels as needed
Monitor tax reports, provide any requested information
Investor Reporting: Transfer sold loans in the core system, report loan activity monthly or daily as required, report delinquency information as required, remit funds to investors, monitor investor servicing requirements
Prepare and issue payoff statements, review and process partial release requests
Manage paid loan files, including the cancellation of tax tracking and active flood certs specific to the paid off loan
Prepare and record mortgage releases, and record mortgage documents as needed
Maintain variable and adjustable rate loan indexes in core system
Review reports generated by core system in anticipation of rate adjustments, confirm that applicable borrower notices generate correctly
Maintain ongoing communications with borrowers as warranted in providing long-term guidance
Monitor, track, and schedule for property inspections, and order appraisals as needed
Monthly escrow analysis: review and process the analysis, issue refunds as required
Process and remit payment of escrow items timely
Report to PMI companies, monitor for changing requirements, and file claims as warranted
Research and respond to credit disputes
Prepare various reports monthly and quarterly for the Board of Directors
Provide customer service to both internal and external customers
Process customer telephone payments using TEL, transfers, or other approved payment methods
COMPETENCIES
Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrations flexibility in working with others
Adapts to help others adapt to change
COMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8:00am to 5pm.
TRAVEL
There may be occasional travel in connection with property inspections.
REQUIRED EDUCATION AND EXPERIENCE
High school diploma or equivalent
One or more years of administrative experience.
Efficient computer skills.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
SIGNATURES
The employee signature, printed or electronic, constitutes employee's understanding of the requirements, essential functions and duties of the position.
Loan Officer - Indianapolis, IN
Loan specialist job in Indianapolis, IN
Loan Officer Indianapolis, IN Communities, families, and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty, integrity, the entrepreneurial spirit, and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our customers. We are a customer-centric company devoted to creating and maintaining long-lasting relationships.
Unleash Your Mortgage Magic at Gershman Mortgage: Become a Home Loan Hero!
Are you passionate about empowering families to achieve their homeownership dreams? At Gershman Mortgage, we're not just lenders but community builders fueled by honesty, integrity, and the entrepreneurial spirit. Here, you'll thrive in a customer-centric culture where exceeding expectations is the norm and long-lasting relationships are the foundation.
Essential Loan Officer Functions:
Building Bridges: Cultivate lasting connections with clients, identify new opportunities, and solve problems like a pro.
Networking and Rapport: Create referral magic with realtors, builders, and your amazing network. Attend open houses, host agent appreciation events, and build genuine relationships with our expert operations team, providing unwavering support for you and your clients.
Mortgage Champion: Analyze financial situations, match clients with their perfect loan, and confidently guide them through the journey of mortgage lending with calm and caring advice.
Sky-High Possibilities: Set ambitious goals and unleash your marketing superpowers with the support of our in-house marketing department. Use market insights and real-time data to craft campaigns that achieve your targeted outreach goals.
Rewards of Production: Watch your efforts flourish and enjoy a competitive compensation package with unlimited earning potential, comprehensive benefits, and the immense satisfaction of building a thriving business.
Unwavering Support: We invest in your growth and development, providing ongoing training and the resources to help you reimagine your sales goals.
A Culture of Excellence: Embrace a dynamic, collaborative environment where passion, creativity, and teamwork fuel our success.
Experience Desired:
A proactive networker, continuously expanding your referral sphere of influence.
A productivity powerhouse fueled by self-motivation and attention to detail.
A lifelong learner, constantly honing your skills and staying ahead of the curve.
BA/BS or 2+ years of sales experience, ideally in retail residential mortgages.
Boasts a winning track record with purchase/refinance loans.
Has built strong relationships with local referral networks.
Active NMLS# required.
You believe in the power of homeownership to transform lives.
Build a business that thrives on your talent!
Want to start a conversation?
Contact: Scott Mort - Vice President, Business Development ****************** ************
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Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands
An employee must meet the physical demands described here to perform the essential functions of this job successfully. No or minimal physical effort is required-no or limited exposure to physical risk. Work is typically performed in a typical office work environment.
EEO Statement
Gershman Mortgage is an equal opportunity employer.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.
Easy ApplyMortgage Loan Officer
Loan specialist job in Indianapolis, IN
Job Description
Ready to Advance Your Career in Mortgage Lending?
At Responsive Mortgage, we're committed to helping families achieve the dream of homeownership, one loan at a time. As part of our mission to provide top-tier lending services, we're looking for experienced Mortgage Loan Officers to join our growing team.
As a Mortgage Loan Officer with Responsive Mortgage, you'll guide clients through one of their most important financial decisions. We equip our loan officers with the tools, technology, and support they need to excel in their careers.
What Sets Us Apart:
Weekly Collaboration Meetings: Connect with peers, exchange insights, and stay updated on market trends.
Complete Technology Suite: Start strong with a laptop and access to industry-leading mortgage tools.
Advanced Training Programs: Stay ahead of industry changes with ongoing, in-depth training.
Personalized Coaching: Regular one-on-one mentoring sessions to help you grow.
Team Support: Be part of a collaborative and welcoming culture.
What We're Looking For:
At least 3 years of experience in mortgage lending or related financial services
An active NMLS license
Proven ability to build and maintain strong client relationships
Expertise in loan products and underwriting guidelines
A passion for helping clients achieve their homeownership goals
Excellent time management and organizational skills
Why Choose Responsive Mortgage?
We know you have options. Here's why top professionals join our team:
Strong Market Presence: Leverage our established brand and reputation.
Marketing Support: Access to tailored marketing tools and lead generation resources.
Flexibility: Enjoy scheduling options that respect your personal time.
Clear Growth Opportunities: A defined path to career advancement and increased earnings.
Our commitment to your success begins on day one. With a structured onboarding process, you'll quickly integrate into our team while maintaining the independence to grow your business your way.
Requirements:
Proven track record of successful lending experience
Current NMLS license
Demonstrated success in loan origination
Strong client communication and relationship-building skills
Solid understanding of mortgage products and guidelines
Ready to Move Forward?
Join a team where your experience is appreciated, your success is celebrated, and your growth is supported. At Responsive Mortgage, we're not just offering a job - we're offering a partnership for success.
Job Type:
Full-time
Pay:
$48,226.91 - $196,492.21 per year
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Self-determined schedule
Weekend availability
Supplemental pay types:
Bonus pay
Commission pay
Experienced Loan Officer
Loan specialist job in Indianapolis, IN
Job DescriptionExperienced Loan Officer
Compensation: $100,000 - $150,000 (Base + Incentives) Employment Type: Full-Time
About the Bank
We are a well-established community bank committed to serving local businesses and individuals with reliable service and local decision-making. As our loan portfolio continues to grow, we are seeking an Experienced Loan Officer to join our team and support ongoing lending needs across the community.
Position Overview
The Experienced Loan Officer will develop, manage, and grow a portfolio of commercial and consumer loans. This role is ideal for a lender who thrives on relationship building, portfolio management, and delivering high-quality client service.
Key Responsibilities
Build and maintain strong relationships with new and existing clients across the community.
Analyze financials, credit reports, and collateral to structure appropriate loan solutions.
Manage a diversified loan portfolio and ensure ongoing credit quality.
Present loan requests and recommendations to the credit team/loan committee.
Identify growth opportunities through client outreach, referrals, and community involvement.
Provide a high level of responsiveness and support to clients and internal partners.
Ensure all lending activities follow bank policies, regulatory requirements, and risk guidelines.
Qualifications
3+ years of experience as a Loan Officer or Commercial/Consumer Lender (community bank experience preferred).
Strong credit analysis and financial statement review skills.
Proven track record of building and managing a healthy loan portfolio.
Ability to grow business through relationships, networking, and local presence.
Excellent communication and client-service skills.
Bachelor's degree in Business, Finance, Accounting, or related field preferred.
Compensation & Benefits
Total earnings of $100,000 - $150,000 (base salary + incentive plan)
Full benefits package (health, 401k, PTO, etc.)
Local decision-making and strong support from leadership
Long-term career stability and growth opportunities
How to Apply
Please send your resume to brian@solidrockrecruiting.com with the subject line:
Experienced Loan Officer Application
.
All inquiries are fully confidential.
Mortgage Loan Officer
Loan specialist job in Indianapolis, IN
About NexGoal: NexGoal is a corporate recruiting firm that places high-quality, competitive, and driven former athletes in careers with our corporate clients. Our Client's Company Profile: Our client is a nationwide mortgage company covering 45 states. Their success is based on their core value--treat people the way you would want to be treated. They set themselves apart from their competitors by offering constant underwriting and sales support and truly listening to employee concerns.
Position Summary: The Mortgage Loan Officer will use their skills to present and sell beneficial financial solutions to clients all over the nation.
Responsibilities:
Overcome client's objections and offer advice and solutions on how to handle their mortgages better
Collect financial data to ensure quality recommendations for loan products
Serve as the 'go-to' resource for borrowers in seeing out their financial goals
Self-source valuable leads for new clientele
Qualifications:
MLS license absolutely required (must be able to provide proof)
No experience required--a great opportunity for new MLOs!
Able to remain competitive and coachable in a fast-paced environment
Must be able to work in a team and independently
Excellent written and verbal communication skills
Note: By submitting your application, you agree to be automatically subscribed to NexGoal's e-newsletter, providing weekly Career Advice articles and Job Board updates. NexGoal will not share your email address with any third parties. You will be free to unsubscribe at any time.
Loan Review Officer - Loan Review
Loan specialist job in Indianapolis, IN
Under the direction of the Loan Review Manager or assistant manager, will provide assistance for the independent and objective evaluation of the quality of the loan portfolio, the adequacy of loan documentation, and the effectiveness of loan administration functions. Assists with the effective communication of results from reviews, in verbal and written forms.
INTERPERSONAL SKILLS:
Must be willing to work as part of a team
Ability to effectively present information to management and other employee levels within the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Use thorough knowledge of commercial and consumer lending, banking laws and regulations, to effectively assist with the assessment of credit risk and the monitoring of compliance with loan policy, policies and procedures, applicable laws and regulations.
Assists with identification and assessment of credit, legal and strategic risks arising from lending activities.
Assesses collectability of extensions of credit through review of customer financial information, collateral information and documentation, and payment history. Assigns appropriate risk grades to reflect relative risk of default or loss. Recommends corrective actions to assist with resolution or workout of problem situations.
Evaluates adequacy of loan and collateral documentation and the effectiveness of loan administration.
Reviews commercial credits of all types and complexities.
Ability to lead exit meetings for unit reviews
Works under the supervision of the Loan Review Department Manager or assistant manager.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to read, analyze and interpret financial reports and legal documents.
Ability to write reports for management that conform to prescribed style and format.
Ability to effectively present information to management and other employee levels within the organization.
Ability to define problems, collect data, establish facts and draw valid conclusions.
Ability to interpret a variety of technical and financial information and deal with both subjective and concrete variables.
Must develop a good working knowledge of commercial lending, including collateral documentation, generally accepted practices and financial analysis skills.
Must be willing to work as part of a team.
Proficient in Microsoft Word, Excel and Outlook.
Ability to utilize tools provided in performing job responsibilities.
Bachelor's degree from an accredited college or university in a business-related field required. Accounting or Finance major preferred.
A minimum of 5 years of experience as a Federal Bank Examiner, Loan Review or Credit Analysis capacity is required.
RMA Credit Risk Certification preferred.
Mortgage Loan Officer - Indianapolis, IN
Loan specialist job in Indianapolis, IN
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a borrower through a branch network.
**Primary Responsibilities**
+ Completes mortgage applications for submission to the loan processing and underwriting departments
+ Evaluates loan requests, analyze financial data, and determines qualification of collateral and customer credit history
+ Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation
+ Structures loan to comply with acceptable lending practices and Federal regulations
+ Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact
+ Answers customer calls and walk- in customers to discuss various loan products and qualification information
+ Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business
+ Cross-sells other bank products and services
+ Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations
+ May participate in networking through professional, business and community organizations and activities to promote and market loan products
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This is a commission-based job. Associates in the role have historically earned total compensation averaging $20,000 - $100,000+ per year. Actual compensation will vary based on associate's location, performance, and production.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
**Requirements**
+ High School Diploma or GED
+ One (1) year of mortgage lending experience with proven mortgage production
+ Abundant mortgage experience in developing external business via referral partners in the market including but not limited to realtors, builders, and financial planners
**Preferences**
+ Bachelor's degree
+ Prior Mortgage Loan Officer experience
**Skills and Competencies**
+ Good organizational skills
+ Knowledgeable of Mortgage products, systems, terminology, tax requirements, down payment assistance programs, etc.
+ Knowledgeable on agency and investor regulations and guidelines
+ Must be able to build and maintain internal and external relationships to deliver high levels of service
+ Must be able to multi-task competing priorities and meet tight deadlines
+ Proficient in Microsoft Office products
+ Sales acumen
+ Strong written and verbal communication skills
**Position Type**
Full time
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
**Position Type**
Full time
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
***********************************************
**Location Details**
One Indiana Square
**Location:**
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Grain Originator
Loan specialist job in Columbus, IN
Requirements
Qualifications
Bachelor's degree in Agribusiness, Agricultural Economics, Business, or related field preferred.
2-5 years of experience in grain merchandising, grain origination, or grain trading preferred.
Strong understanding of futures markets, basis trading, and risk management.
Excellent negotiation, communication, and relationship-building skills.
Proficient in Microsoft Office and grain management software systems.
Ability to analyze data and markets to make sound business decisions.
Must be highly organized with strong attention to detail.
Willingness to travel locally to meet with producers and customers.
Ability to work in a fast-paced, deadline-driven environment.
Key Competencies
Market Analysis
Grain Origination
Contract Management
Risk Management
Customer Relations
Logistics Coordination
Strategic Planning
Financial Acumen
Physical & Work Requirements
Primarily office-based with frequent visits to grain facilities and customer locations.
May require occasional work outside of regular business hours to accommodate market needs and customer schedules.
Ability to lift up to 25 lbs. occasionally.
Compensation & Benefits
Competitive salary based on experience.
Performance bonuses and incentive opportunities.
Health, dental, vision, and prescription benefits.
Retirement plan options with employer matching.
Paid time off and holidays.
CRE Loan Coordinator
Loan specialist job in Indianapolis, IN
**_Are you ready to be part of something more?_** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You'll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard.
With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner occupied commercial real estate loans to ensure all closing requirements are gathered, reviewed and processed for loan closings. These associates are the determining factor on whether a commercial loan can close so customers can start their business endeavors.
The REG Commercial Loan Closing Coordinator role takes on loans of all sizes, structures and complexities. These associates are solution-based problem solvers who aid our lenders, attorneys, customers and internal partners to ensure we are providing the unparalleled customer experience to customers and clients who are acquiring our loans. The fast-paced environment with unpredictable scenarios keeps our associates flexible and adaptable to changes to meet our overall business needs. Our REG Commercial Loan Closing Coordinator associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career.
**_How you'll spend your time:_**
+ You will be responsible for reviewing loan approvals, working directly with our outside counsel and communicating to lenders and customers on items needed to work towards closing. You will also work directly with other internal business partners, syndicated/participating banks and title companies to coordinate loan closings.
+ While in this high-profile position, you will be responsible for ensuring loans are closing per Loan Policy, Underwriting Guidelines and compliance regulations.
+ You will use problem solving skills to provide solutions to lenders, attorneys and internal partners to see the loan across the finish line.
+ You will need strong communication and time management skills to ensure the loan is on track for closing and all parties involved are on the same page.
+ Tasks would include, but are not limited to, title commitment ordering and review, flood determination review, environmental report ordering and review, UCC search ordering and review, review of organizational documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see that loans are funded/disbursed and booked in accordance with closing requirements.
**_We're excited to talk with you if:_**
+ If you have five years of Commercial Real Estate loan Coordinating experience
+ You demonstrate understanding of Article 9
+ If you have a high school diploma or equivalent.
**Compensation Range:**
$51,480.00 - $99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Commercial Loan Documentation Specialist
Loan specialist job in Seymour, IN
Provides administrative, project support and secretarial services to various Commercial Services Officers and Commercial Bankers as instructed by the Commercial Loan Operations Leader, much of which is confidential and some of which is complex in nature. Responsible for the Main Office safe deposit box.
Requirements
SKILLS, KNOWLEDGE, AND/OR ABILITIES
Excellent interpersonal skills
Excellent written and verbal communication skills
Excellent organizational skills
Good record-keeping skills
Ability to analyze data as well as situations
Self-disciplined with the ability to work independently
Project-management experience
Ability to present oneself professionally
Ability to maintain confidentiality
Ability to prioritize and to be flexible
Self Confident
Self Starter
Proficient in use of personal computer, especially in the use of Word and Excel
EDUCATION, TRAINING, AND/OR EXPERIENCE
High school diploma or GED equivalent required
Minimum of 3-5 years related administrative experience required
Previous banking experience preferred
Home Loan Specialist I
Loan specialist job in Indianapolis, IN
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
****************************
Easy ApplyLoan Servicing Specialist
Loan specialist job in Indianapolis, IN
Join the winning team at First Business Bank as a Loan Servicing Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role is an onsite position 8am-5pm Monday-Friday with the flexibility of 1 day remote post onboarding.
Join our newest specialty lending group, that is seeing amazing growth and is looking to add hard-working, motivated talent to their Indy team. The Loan Servicing Specialist is the primary contact who services the day to day needs of the client through system management and customer service. Success is achieved through exceptional organizational skills, communication skills, and detail.
POSITION OVERVIEW:
* Primary responsibility is to service dealers and auction clients.
* Process new loans within established cutoff and/or turn times.
* Manage titles coming from auctions and sending titles to dealers upon payoffs or on a title release within established cutoff and/or turn times.
* Reconcile monthly lot audit inspections and communicate results to management.
* Assure that dealers maintain compliance with their agreement and exercise collection skills when necessary.
* Provide best in class customer service to dealers and auctions.
* Develop a thorough understanding of the bank's policies, processes and procedures.
POSITION REQUIREMENTS:
* High school diploma or equivalent
* Automotive financing or Banking experience preferred
* Able to effectively and professionally communicate with clients and internal team members.
* Self-motivated, independent and able to effectively utilize training and resource materials.
* Proficiency with Outlook, Excel, Word
* Effectively prepare or review of documents and reports using Microsoft Office based products, Customer Relationship Management (CRM) tools and internal work queues at a satisfactory pace.
Auto-ApplyIndianapolis Regional Loan Officer
Loan specialist job in Indianapolis, IN
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? 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.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to ***********************. Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Easy ApplyCommercial Loan Processor
Loan specialist job in Martinsville, IN
The commercial loan processor position is part of the commercial lending department and reports to the commercial credit analyst. The primary responsibility of this position includes managing the workload of the commercial processing department. This includes but is not limited to processing and document preparation for new loans, balancing loan accounts and tracking exception items. This position will serve as a liaison between the lender and the customer when questions arise regarding the status of an impending loan. Other duties covered by this position include completing loan closing documents and assisting customer with loan questions, payments and payoff, making sure that tasks are completed in a timely manner, and making sure that the workload is spread evenly between all commercial loan processors.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provide loan processing support for commercial loans. This will involve underwriting support, loan documentation preparation, loan booking, and loan maintenance.
Maintain knowledge of current loan documentation guidelines for commercial loans to perfect the banks lien on the collateral.
Assist with the processing of loan payments and advances for the loan operations department.
Responsible for maintaining loans in pending for progress, including ordering and tracking appraisals, title work, and other information necessary for loan closing.
Conduct the preliminary file review prior to loan closings to ensure all documentation is accurate.
Preparing and mailing denial letters, processing paid loans, as well as prepare loan advances.
Scan lending documents and processing rate changes.
Answer customer questions and make any necessary corrections to the customer's file.
Answer customer questions that arise during the loan process and on an on-going basis thereafter.
Handle SBA loan monitoring, payment processing and correspondence with our SBA servicing agent.
Handle participation loan monitoring, payment processing and correspondence with participant banks.
Maintain, review and process insurance certifications and tracking to ensure all collateral insurance is up to date.
As part of the overall loan operations team, this position may be requested to assist in the support of other bank activities including other lending areas and departments of the bank.
COMPETENCIES
Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrates flexibility in working with others
Adapts to help others adapt to change
Lending with Prudence
Learns about each customer's unique financial situation
Learns about each customer's credit and ability to repay their loans
Follows the bank's lending policies and procedures
Ensures that the bank makes prudent lending decisions
Ensures compliance with all relevant laws and regulations
Representing the Bank
Answers customer questions and fully addresses their concerns
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Maintains an overall knowledge of the bank's products and services
Cross-sells the bank's products and services to its customers and prospects
Professional Excellence
Prepares useful and timely reports for a variety of different purposes
Ensures the reliability of prepared documents
Demonstrates a consistently high level of professional judgement
Maintains independence and objectivity in carrying out job responsibilities
JOB KNOWLEDGE
Strong business and financial knowledge
Loan Processor job knowledge
Knowledge of department-related financial services regulations and compliance
Knowledge of lending and lending policies and procedures
Strong knowledge of the company's products and services
Knowledge of the company's operations and management
COMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to 5pm. This position may require long hours and weekend work.
TRAVEL
Travel is not expected for this position.
REQUIRED EDUCATION AND EXPERIENCE
Must have a high school degree or equivalent.
One to three years' experience in a related position in a community bank preferred.
This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.