Loan Servicing Analyst
Loan specialist job in Westport, CT
:
Lendmarq is a direct real estate lender providing specialty bridge and term loan products to residential real estate investors throughout the country. Our company is headquartered in Miami, FL with offices in Westport, CT, and NYC.
We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip, bridge loans, ground-up construction, and long-term rental financing.Lendmarq and its affiliates have extensive real estate experience and are known for their best-in-class service, and ability to execute.
Role Description:
As a Loan Servicing Analyst, your ability to prioritize, navigate robust servicing procedures and to institute and refine internal controls will be critical to this function and the Company's growth. Primary responsibilities for the Loan Servicing Analyst is to contribute to all aspects of the Servicing Pipeline by providing essential analytical and operational support to the Head of Core Servicing.
Responsibilities:
Ensure the accurate and timely preparation of loan data for effective onboarding and servicing of loans
Ensure accurate remittance and loan activity reporting
Work with Company accountants in providing guidance with books & records- standardize reporting, track cash flows, proceeds, and expenses
Manage remittance reporting and surveillance activities
Review servicing reports, process transactions, review and reconcile servicing Trial Balance
Resolve servicing bottlenecks and friction points
Build best in class reporting, prepare analysis over company transaction history, counterparty metrics, performance information and forecasts
Work with debt providers, including coordination of funding activities and data validation over loan and debt balances
Prepare settlement statements/trade documents for loan trades/ bulk sales and purchases
Interact with debt providers including data validation over loan and debt facilities being pledged/or borrowed against
Build relationship with rating agencies; manage securitization limits, reinvestment periods
Qualifications:
Advance Excel skills, including macros, pivot tables, familiar with most if not all functions in Excel.
Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.
Ability to establish and build healthy working relations and partnerships with servicers, peers and third parties.
What We Offer:
We believe in supporting our employees both professionally and personally. Our comprehensive benefits package includes:
Health Insurance - Robust medical coverage with costs primarily covered by the employer.
401(k) Retirement Plan - Plan for your future with our retirement savings program.
Commuter Benefits Program - Save on your daily commute with pre-tax transportation options.
Employee Assistance Program (EAP) - Access free and confidential support for personal or professional challenges.
Financial Wellness Resources - Tools and guidance to help you reach your financial goals.
Paid Time Off - Enjoy 15 days of PTO annually, plus company-observed holidays.
Sick Leave - Take care of your health with 5 paid sick days per year.
Home Loan Specialist II
Loan specialist job in Hartford, CT
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 ApplyEpic Resolute HB Specialist
Loan specialist job in Hartford, CT
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.
Sr. Assoc Residential & Consumer Loan Closer
Loan specialist job in Southington, CT
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
The Senior Associate, Residential Loan Prc-2 will close and fund Consumer loans in accordance with all Bank and Investor Regulations.
Excited to grow your career?
We value our talented employees, and whenever possible strive to help our colleagues grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
Close and fund Consumer loans in accordance with all Bank and Investor Regulations.
RESPONSIBILITIES:
Maintain a production queue of mortgage loans
Coordinate loans with MBOs, LOs and 3rd party vendor to close within credit document expiration and rate lock expiration dates
Review all pre-closing documentation, including but not limited to title commitment, homeowners, and flood insurance policies
Ability to review and understand elements of property appraisals
Prepare all required closing documents for all loan types
Obtain verification of employments
Image all documents to our OnBase system
Input daily wires for loans in funding
Perform other duties as may be required
Experience:
3 years in the banking industry
Job Skills/Knowledge:
Basic computer skills with ability to navigate different applications
Good organizational skills and time management
Excellent customer service
The estimated salary range for this position is $27.50 HR to $33.27 HR. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI-SO1
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplyMortgage Loan Officer
Loan specialist job in Holyoke, MA
Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the
Best Place to Work
and
Best Local Bank.
Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!
Auto-ApplyResolution Team Specialist
Loan specialist job in Hartford, CT
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.
Mortgage Loan Officer
Loan specialist job in Hartford, CT
What we do: We're a recognized national leader in building communities. Every community begins with individuals and families coming together to create homes and start businesses. We help those individuals and families, regardless of their background, find the means to purchase or build their homes, create a place of security and warmth, and thus build those communities.
We. Make. A. Difference.
Why you'd like us:
We're a powerhouse of a bank but our teams are small and focused, allowing us to work hard but smart.
We strive for a productive, fascinating, motivating, honest, open, flexible, empowered, enjoyable work environment.
We are recognized as
leaders in improving communities around the country and our work helps individuals and families build the security and confidence necessary to achieve their dreams.
If you've ever wanted to see the outcome of your labor, be a part of something bigger, work with other people who are focused on making a difference - you've found the right place.
Please create a profile and apply via this link:
*********************************************************************************
Resumes will
NOT
be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate.
Job Description
What you'll do:
The Basics:
·
Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job!
·
Pre-qualify applicants in person, by telephone, or email / letters as appropriate.
·
Work with the team to assist underwriting approval.
·
Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan.
·
Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted!
·
Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business.
The Good Stuff:
·
Represent the Bank in the community to develop profitable new business and ensure our customers are happy.
·
Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine!
·
Attend Realtor functions and conferences - learning & networking all in one.
·
Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy.
Qualifications
What you'll do:
The Basics:
·
Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job!
·
Pre-qualify applicants in person, by telephone, or email / letters as appropriate.
·
Work with the team to assist underwriting approval.
·
Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan.
·
Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted!
·
Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business.
The Good Stuff:
·
Represent the Bank in the community to develop profitable new business and ensure our customers are happy.
·
Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine!
·
Attend Realtor functions and conferences - learning & networking all in one.
·
Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy.
APPLY NOW
If you're interested in joining, doing something meaningful, and being a part of something bigger than yourself, we'd love to hear from you. Apply now and let's get the conversation started!
Please create a profile and apply via this link:
*********************************************************************************
Resumes will
NOT
be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate.
Additional Information
All your information will be kept confidential according to EEO guidelines.
***PLEASE APPLY USING THIS LINK:
*********************************************************************************
PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL
NOT
BE EVALUATED FOR THIS ROLE
Loan Officer
Loan specialist job in New Haven, CT
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.
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 ApplyLoan Officer Trainee
Loan specialist job in Ridgefield, CT
Job Description
Loan Officer Training Program
Launch Your Career in Mortgage Sales
Are you motivated, detail-oriented, and interested in building a career in mortgage lending? Our Loan Officer Training Program is designed to give you the tools, training, and mentorship you need to become a successful Licensed Loan Officer within one year.
This is more than just a support role, it is a structured career path. You'll work alongside top Mortgage Bankers, gain hands-on experience, and complete the training needed to get licensed and start originating loans yourself. Spanish speaking highly preferred!!
Program Highlights:
• Structured 12-month pathway to a Loan Officer role.
• Hands-on training in mortgage sales, compliance, and client service.
• Mentorship from experienced Mortgage Bankers.
• Support to pass the NMLS licensing exam.
• Promotion opportunity to Loan Officer upon program completion, with an average annual earning
potential of $150,000- 200,000+
What You'll Do:
• Support Mortgage Bankers with client communications, file management, and loan documentation.
• Manage CRM systems by tracking leads, referral sources, and client information.
• Collect and organize borrower documents to ensure clean and accurate files.
• Assist in preparing files for processing and underwriting.
• Help coordinate marketing campaigns and track referral activity.
• Learn the mortgage process from the ground up with the goal of becoming a licensed Loan Officer.
What We're Looking For:
• Strong communication and customer service skills.
• Detail-oriented, organized, and proactive.
• Team player who can also work independently.
• Interest in sales, real estate, or financial services.
• High school diploma required; college coursework preferred.
Why Join Us?
As a Top Workplace for many years, at Total Mortgage, we believe in investing in talent. This role is your
chance to build a career, not just a job. You'll gain real industry knowledge and have a clear path to
becoming a high earning Loan Officer with us.
Mortgage Loan Officer (CRA) - Bridgeport area
Loan specialist job in Newtown, CT
Newtown Savings Bank is seeking a results-oriented, sales professional to join our Mortgage Banking team as a Mortgage Loan Officer (Mortgage Banker II). This position, under the direction of the V.P. Residential Lending Assistant Sales Manager, is responsible for the origination of residential mortgage products. Manages the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. This includes meeting with customers, the interview process, completion of the application, and the receipt of all supporting documentation.
PRIMARY RESPONSIBILITIES
Outside prospecting and networking with local centers of influence including Realtor's, Attorney's, Builders, local civic and religious leaders to build and maintain referral sources.
The majority of time is spent out of the office contacting COI's (Realtors, Accountants, Attorneys) and following up on mortgage referrals.
Explain mortgage/loan products, how the product works and how the product will benefit the applicant's needs.
Provide the appropriate product for the customer's needs while assuring Bank profitability.
Assist with Encompass on-line applications thru the consumer site. Follow up on open applications in Encompass Consumer Connect site as needed.
Complete a basic credit analysis, and analyze the basics of a self-employed borrower's tax returns to determine eligibility.
Outline loan terms and conditions, and inform the borrowers of loan commitments, counter offers and denials.
Resolve outstanding conditions and assist underwriting department to obtain appropriate documentation.
Understand compliance issues including the timelines of mortgage loan processing.
Courteously resolve customer complaints or properly refer them for assistance.
Cross sell all Bank Services including referrals for deposit accounts and commercial loan relationships, as well as investment services.
Communicate effectively with customers, branches, and retail lending department.
Assist in new product and develop sales tools to increase business for the Bank.
Responsible for overseeing community lending events and/or seminars within our lending communities.
Participate in various civic and community functions to further enhance the image of the bank and to network for continuous new business opportunities.
Participate in presenting Work Place Advantage and Financial Literacy presentations upon request.
Make suggestions to the VP, Residential Lending Assistant Sales Manager to update, enhance or add additional products or services.
POSITION REQUIREMENTS
Bachelor's degree or equivalent plus 4 to 6 years' experience in mortgage lending.
Sales management experience to generate new mortgage business.
Customer Service oriented with effective communication skills.
Basic computer and Microsoft Office knowledge.
Knowledge and understanding of loan products, forms, documentation, and compliance issues, including timeliness of mortgage loan processing, within the loan origination function, as well as secondary market underwriting.
Mortgage lenders are also be required to be registered with the NMLS system designed by the federal banking regulators.
Bilingual preferred (fluent English & Spanish)
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status
Auto-ApplyMortgage Loan Officer
Loan specialist job in Westport, CT
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.
Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
Primary responsibilities include
+ Go above and beyond for customers - Aspire to deliver outstanding customer service
+ Drive sales through service - Achieve sales and referral goals by developing a positive customer experience
+ Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
+ Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals
+ Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
+ BA/BS degree preferred or equivalent experience in residential mortgage sales
+ Two plus years of retail residential mortgage sales experience
+ Documented residential mortgage loan volume in the past 12 months of $8 million (minimum)
+ Established relationships with local referral networks
+ Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences
+ Strong computer skills and experience using laptop technology
+ Successful candidate must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday Through Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
05/31/2026
Community Development Loan Officer - New Haven, CT
Loan specialist job in New Haven, CT
The Community Development Mortgage Loan Officer (CDLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The CDLO is expected to develop referrals as a means to grow Key's home lending business and client base. The CDLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality.
Responsibilities
Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity
Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines.
Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process.
This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled.
Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market.
Maintains proficiency on sales/originator systems and develop and maintain efficient workflows.
Keeps informed of trends and developments in the real estate market and mortgage industry.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree Business related field or equivalent experience (preferred)
Experience Qualifications
3+ years Experience as a loan officer in 1st mortgage production (preferred)
3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (preferred)
Tactical Skills
Excellent communication skills both written and verbal
Demonstrated strong customer service skills
Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management.
Strong financial acumen
Personal Skills
Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results
Practical Skills
Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 11/28/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyMortgage Loan Officer
Loan specialist job in Westport, CT
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.
Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
Primary responsibilities include
Go above and beyond for customers - Aspire to deliver outstanding customer service
Drive sales through service - Achieve sales and referral goals by developing a positive customer experience
Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals
Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
BA/BS degree preferred or equivalent experience in residential mortgage sales
Two plus years of retail residential mortgage sales experience
Documented residential mortgage loan volume in the past 12 months of $8 million (minimum)
Established relationships with local referral networks
Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences
Strong computer skills and experience using laptop technology
Successful candidate must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday Through Friday
Auto-ApplyMortgage Loan Closer
Loan specialist job in Danbury, CT
The Mortgage Loan Closer is responsible for the day to day pipeline management and closing of all residential mortgage loans, ensuring timely receipt of the packages back from the closing table and shipment of files to investors. This position does require daily interaction with the Compliance Dept., Attorneys, closing agent employees and customers, and reports to the Department Manager.
Key Responsibilities
1. -Responsible for the review of all supplied information and accurate completion of all mortgage loan closing packages, including the most complicated programs such as FHA, VA, USDA and those including grant funds.
2. - Pay all FHA premiums within 10 days of closing. Upload funding packages within 48 hours of performing post closing review
3. -Responsible for the management of closing and clear to close pipelines
4. -Submission of accurate closing packages to attorneys at least 24 hours in advance
5. -Consistently utilize all portions of the Closing Compliance and File Audit Checklist during each step of the closing/funding process.
6. -Effectively communicate with attorneys, borrowers, and co-workers in a professional and positive manner.
7. -Accurately review closing disclosures and all legal documents (prior to closing and post closing) to certify that the Banks' proper lien position, compliance and investor requirements have been properly fulfilled. Gather any missing documentation and ensure packages are complete and well documented.
8. - Order wires on closing transactions daily so funds reach the closing agent on the day of closing.
9. -Responsible for reviewing all signed funding documents sent from the closing agent, and confirming all "at closing" conditions on the final loan approval have been met prior to issuing the funding.
10. -Complete all past close closing to board loans to servicing by the 15th of the month for the previous month.
11. -Responsible for preparing training documentation of all closing functions and serves as a resource to Closers within the department.
CRE Loan Coordinator
Loan specialist job in Hartford, CT
**_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
Educational Funding Specialist
Loan specialist job in Hamden, CT
The Educational Funding Specialist is responsible for the day-to-day interaction with both prospective and currently enrolled students to seek financial aid in pursuit of their career education; the evaluation, processing and awarding of campus financial aid applicants; and the support of a collaborative enrollment management model that reinforces PCI's enrollment success at the campus level
The Educational Funding Specialist will…
Work closely with the recruitment staff as a financial aid consultative professional
Provide assistance to prospective and continuing students (or their parents) in completing the appropriate financial aid forms, explain their financing options, guide them through the financial aid process, and address their needs and concerns.
Calculate financial aid awards, perform verifications, and resolve any discrepant applicant information on a daily basis.
Provide the necessary Educational Funding support for reinforcing a collaborative enrollment manage model at the campus level.
Ensure that superior customer service is provided to all financial aid applicants and recipients on an ongoing basis.
Position Requirements:
Associates Degree in Accounting, Business Administration or related field preferred
2+ years related work experience - prior financial aid experience preferred
Working knowledge of financial aid process and procedures
Knowledge of current regulations and pertinent to the release of student information
Ability to recognize and maintain the confidential of records concerning the personal finances of financial aid applicants
Computer skills and the ability to use common software programs (Word, Excel, PowerPoint, etc.)
Must be highly organized and know how to prioritize workflow
About our company:
Porter and Chester Institute, a trade school in Connecticut and Massachusetts for 75 years, adheres to one basic vision: to educate and train our students to the level that will make them competent employees. With 9 campus locations throughout Connecticut and Massachusetts, we offer training in such trades as Automotive Technology, HVAC-R, CAD, Electrician, Plumbing, as well as Medical Assisting, Dental Assisting, Practical Nursing and Computer & Technology.
Our support staff, including Admissions, Financial Aid and other administrative professionals, to our qualified Instructors are focused on making the students' experience a fulfilling and enriching one, both professionally and personally.
Click here for more company information: ***********************************
We are an Equal Opportunity Employer.
Mon, Thurs 8:30am-5:30pm; Tues, Wed 10am-7pm; Fri 8:30am-4pm
Remote and on-campus scheduled hours; some Saturdays may be required.
Auto-ApplyMortgage Loan Officer
Loan specialist job in Holyoke, MA
Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the
Best Place to Work
and
Best Local Bank
. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!
Summary:
PeoplesBank is seeking a motivated and customer-focused Residential Mortgage Loan Officer to generate residential mortgage business within our primary lending areas. This role involves cultivating relationships with real estate professionals, builders, attorneys, and other referral sources, while also leveraging internal leads and past customer connections. The ideal candidate will consistently generate mortgage applications that lead to closed loans, actively participate in community and business development events, and deliver exceptional service throughout the mortgage process. Strong interpersonal skills, attention to detail, and a thorough understanding of conventional loan structures are essential. This position requires NMLS registration. This position includes a base salary and commissions structure.
Essential Duties and Responsibilities:
Consistently generate high-quality mortgage applications that result in closed loans, meeting or exceeding monthly production goals.
Proactively cross-sell deposit products to mortgage customers, enhancing overall customer value and deepening relationships.
Actively engage in community and industry events-including Realtor associations, expos, and chamber functions-to build visibility and drive mortgage volume.
Develop and execute a strategic annual market plan to identify and capitalize on growth opportunities within the bank's footprint.
Provide timely and responsive service by following up on all customer inquiries and referrals within 24 hours.
Ensure full compliance with federal, state, and bank regulations by completing annual training and adhering to all service and operational standards.
Other duties as assigned.
Education and Experience:
Bachelor's degree or an equivalent combination of education and experience
One to three years of relevant experience
Certifications, Licenses and/or Registrations Required:
Requires the ability to obtain the National Mortgage Licensing System (NMLS) registration - must obtain said license after a period, to be determined by decision maker.
Must be able to successfully complete the registration process, which includes, and is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS License regulations and rules.
Computer Skills:
Knowledge of Microsoft applications, including Word and Excel
Experience utilizing laptop technology
Skills Required:
Excellent verbal and written communication skills, ensuring clear and professional interactions.
Strong interpersonal and customer service abilities, with a talent for building and maintaining client and business relationships.
High level of discretion and integrity, committed to protecting the financial privacy of clients, colleagues, and the organization.
Thorough understanding of conventional loan structures.
Willingness to travel to various banking center locations throughout region as needed and assigned.
Work Environment and Physical Demands:
The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Work location may vary due to business needs after employment. Frequent travel is required to and from various banking centers within reasonable distance and the PeoplesBank Executive Office in Holyoke, MA. Flexibility is essential for this role.
While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
Auto-ApplyLoan Officer
Loan specialist job in Danbury, CT
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.
Community Development Loan Officer - West Springfield, MASS
Loan specialist job in West Springfield Town, MA
The Community Development Mortgage Loan Officer (CDLO) assists clients with the origination of residential mortgage loans, offering tailored advice and analysis to meet their home lending needs and financial goals. The CDLO is responsible for developing referral sources to grow KeyBank's home lending business and client base. Success in this role is measured by meeting or exceeding sales goals while maintaining high standards of client satisfaction and loan quality.
Essential Functions
Prospect home lending business to build and develop new client loan originations and relationships.
Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. · Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions
Gather documents at the time of registering a loan and remain the primary point of contact for the client during the loan process.
Maintain high standards of client satisfaction and quality, ensuring sales/originator systems and workflows are efficiently controlled.
Develop and maintain deep knowledge of KeyBank products, services, and competitive offerings.
Maintain proficiency on sales/originator systems and develop efficient workflows.
Keep informed of trends and developments in the real estate market and mortgage industry.
Works in a branch environment to provide in-person client services 4+ days/week, to include participating in morning huddles and end of day debriefs on targeted days.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree Business related field or equivalent experience (preferred)
Work Experience
3+ years Experience as a loan officer in 1st mortgage production (preferred)
3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (preferred)
Skills
Excellent communication skills both written and verbal.
Demonstrated strong customer service skills.
Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management.
.Strong financial acumen
Generate new mortgage business and manage the loan origination process from initial application through to closing.
Navigate the home mortgage process, from application to closing, providing advice on interest rates and repayment terms.
Proficiency in sales/originator systems and workflow management.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/29/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyMortgage Loan Officer
Loan specialist job in Westport, CT
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.
Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
Primary responsibilities include
* Go above and beyond for customers - Aspire to deliver outstanding customer service
* Drive sales through service - Achieve sales and referral goals by developing a positive customer experience
* Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
* Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals
* Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
* BA/BS degree preferred or equivalent experience in residential mortgage sales
* Two plus years of retail residential mortgage sales experience
* Documented residential mortgage loan volume in the past 12 months of $8 million (minimum)
* Established relationships with local referral networks
* Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences
* Strong computer skills and experience using laptop technology
* Successful candidate must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday Through Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
Auto-Apply