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Loan specialist jobs in Charlotte, NC - 90 jobs

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Loan Specialist
Loan Processor
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Loan Servicing Specialist
Loan Officer
Mortgage Specialist
Resolution Specialist
Loan Representative
Loss Mitigation Specialist
Loan Closer
  • Warranty Resolution Specialist

    Electrolux 4.3company rating

    Loan specialist job in Charlotte, NC

    Join us to create change and have an impact in homes around the world. At Electrolux, a leading global appliance company, we strive every day to shape living for the better for our consumers, our people, and our planet. We share ideas and collaborate so that together, we can develop solutions that deliver enjoyable and sustainable living. Come join us as you are. We believe diverse perspectives make us stronger and more innovative. In our global community of people from 100+ countries, we listen to each other, actively contribute, and grow together. Where you'll be: This position will be based in the Charlotte, NC HQ; hybrid work policy model. All About the Role: We are looking for a Warranty Resolution Specialist to join our team. In this role, you will serve as the primary contact for sales and service teams to resolve warranty-related issues. You'll balance customer satisfaction with company policies by providing timely, accurate resolutions, documenting outcomes, and identifying trends for long-term improvement. This role is ideal for someone with experience in customer service or claims who thrives on problem-solving and cross-functional collaboration. Key Responsibilities: Act as the main point of contact for sales and service teams to resolve warranty concerns Collaborate with internal teams to investigate and resolve warranty claims promptly Provide claim resolutions that align with company policies while maintaining customer satisfaction Identify recurring warranty trends and recommend process improvements Maintain accurate documentation of warranty cases and resolutions Escalate and communicate high-priority issues to leadership for timely action Manage multiple priorities effectively in a fast-paced environment Minimum Qualifications High school diploma or GED 2+ years of experience in customer service, warranty, or claims resolution. Proficiency with Microsoft Office; experience with ticketing or case management software preferred. Familiarity with warranty resolution processes and policies. Benefits highlights: Discounts on our award-winning Electrolux products and services Family-friendly benefits Insurance policy plan Extensive learning opportunities and flexible career path Please be advised that we are unable to offer visa sponsorship for this position at this time. Find more on: Electrolux Group North America: ************************************************************** Electrolux Group Careers: ******************************************** Electrolux Home Products, Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request through ******************************. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request. #LI-OG1
    $44k-76k yearly est. Auto-Apply 56d ago
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  • Loan Officer

    Figure Lending 4.5company rating

    Loan specialist job in Charlotte, NC

    About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're seeking candidates for the Loan Officer role to join our dynamic Operations organization! You'll be a critical contributor to our loan origination strategy as you support borrowers sourced via our direct-to-consumer, marketing, and partnerships efforts. The Loan Officer will engage with customers, educate them on financing options and loan products, and ensure a positive experience for all borrowers. You'll thrive in this role if you're obsessed with driving results and creating phenomenal customer experiences. What You'll Do Convert a high volume of company-provided leads into happy Figure HELOC customers Connect with prospective borrowers via outbound calling initiatives, text message, and email Guide clients through their loan borrowing decision - and help them navigate our fully-digital application process to close more HELOC sales Consult with clients to find the right loan product, interest rate, and term length to meet their needs Consistently beat sales targets every month What We Look For BA/BS from an accredited university (preferred) 2+ years of experience in mortgage lending as a Loan Officer 2+ years of experience in sales, with the proven ability to “close” Demonstrated ability to exceed sales targets consistently Active NMLS license in 15 states, or at least 10 in core states, is preferred Ability to work evening and weekend hours as required (earn overtime pay!) Salary Base compensation range: $25 to $32 per hour On-target earnings range: $100,000 to $116,000 A commission plan that rewards results - with uncapped commissions and upside accelerators This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business need Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid
    $100k-116k yearly Auto-Apply 20d ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in Kannapolis, NC

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 21d ago
  • Consumer Loan Specialist

    Curo Group Holdings Corp 4.7company rating

    Loan specialist job in Rock Hill, SC

    If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! * Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. * Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. * Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. * Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. * Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. * Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. * Sales Mindset: Confidence in promoting products and services that meet customer needs. * Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. * Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. * Adaptability: Willingness to learn new systems and processes in a dynamic environment. * Team Player: A collaborative spirit with a desire to contribute to team success. * Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. * Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 110 N Anderson Rd., Ste 118, Rock Hill, SC 29730 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $16.00 - $22.50 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $16-22.5 hourly Auto-Apply 5d ago
  • Commercial Loan Closing Specialist

    Hometrust Bank 4.4company rating

    Loan specialist job in Charlotte, NC

    The Commercial Loan Closing Specialist assists in the preparation of loan documents associated with commercial closings and facilitates closings through the Commercial Banking Associates, Commercial Relationship Managers, and Attorneys. This position supports critical policy and procedures as well as federal and state regulations to ensure an efficient documentation practice, loan document review system, and other critical risk management activities needed to minimize credit, documentation, and operational risks in commercial lending. Key Responsibilities / Essential Functions Prepares complete and accurate loan documentation packages for new commercial loans, modifications, renewals, and extensions, and includes final closing instructions. Orders Flood Certifications, prepares UCC financing statements, reviews UCC search records, and verifies wiring instructions and funding details. Reviews credit approval packages which include pricing and financial reporting requirements, and collateral and environmental due diligence requirements necessary to document the loan. Reviews and verifies customer identification documents in accordance with the US Patriot Act and the due diligence policy. Ensures compliance with HMDA/CRA eligibility requirements and FEMA regulations. Reviews preliminary closing documents including hazard, liability, builder's risk, flood insurance policies, Title Commitments, Closing Protection Letters, Settlement Statements, and funding due diligence. Coordinates the return of all executed document packages and necessary supporting documents to Loan Operations for booking. Maintain confidentiality and security of sensitive information. Job Requirements Education: High school diploma or equivalent Required: 3+ years of experience in preparing and reviewing commercial loan documents and/or paralegal experience tied to commercial loan closings required. Knowledge of basic legal concepts including real estate transactions. Knowledge of commercial loan products and services. Well-developed written and verbal business communication. Proficient administrative and organizational skills. Self-motivated with attention to detail. Ability to prioritize duties and work independently. Ability to meet designated deadlines while remaining flexible to changing assignments. Proficient in Microsoft Office products. Preferred: College degree in business or related field. Experience with LaserPro. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. The employee will frequently communicate and must be able to exchange accurate information with others. The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
    $45k-54k yearly est. 60d+ ago
  • Consumer Loan Specialist

    Attain Finance

    Loan specialist job in Rock Hill, SC

    If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 110 N Anderson Rd., Ste 118, Rock Hill, SC 29730 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $16.00 - $22.50 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $16-22.5 hourly Auto-Apply 4d ago
  • Commercial Loan Servicing Representative

    W.F. Young 3.5company rating

    Loan specialist job in Charlotte, NC

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Commercial Loan Servicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Support internal and external customers with inquiries and complaints regarding loan servicing needs Monitor loan system and resolve customer issues, and process complex transactions online Perform moderately complex administrative, transactional, operational and customer support tasks Act as primary loan servicing contact that involve construction monitoring and disbursements Monitor collateral and preparing payoff letters, releasing collateral Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of AFS experience Loan IQ experience CEO/Vantage experience Business and accounting skills Analyze and interpret financial information Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to accurately process high volumes of work within established deadlines Intermediate Microsoft Office skills Intermediate Microsoft Excel skills Ability to set priorities, plan and organize work Sound risk management mindset and good understanding of compliance Demonstrates/maintains professional conduct under all circumstances Ability to learn quickly Highly motivated individual who is able to work independently and in a team environment Ability to recognize and escalate issues to management for any process breaches Ability to multitask to accomplish tasks and meet deadlines effectively Ability to work quickly & accurately while maintaining acceptable standards of workmanship Flexibility to stretch to accomplish projects timely Job Expectations: Ability to work a hybrid schedule, at least 3 days a week working in office Ability to work additional hours as needed This position is not eligible for Visa sponsorship Posting Location: 1525 West W T Harris Blvd, Charlotte, NC 28262 #CommercialBanking Support internal and external customers with inquiries and complaints regarding loan servicing needs Monitor loan system and resolve customer issues, and process complex transactions online Perform moderately complex administrative, transactional, operational and customer support tasks Act as primary loan servicing contact that involve construction monitoring and disbursements Monitor collateral and preparing payoff letters, releasing collateral Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Posting End Date: 30 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-97k yearly est. Auto-Apply 3d ago
  • Junior Loan Officer

    Team Architects

    Loan specialist job in Charlotte, NC

    Job Description The Opportunity Ready to launch your career in sales, finance, or real estate? Ternus is looking for a Junior Account Executive to join our high-energy, high-impact sales team at our headquarters in Charlotte. You'll be the first voice our borrowers hear-your job is to open the door, qualify the opportunity, and set our senior Account Executives up for success. It's a front-row seat to the world of real estate investing and private lending. And the best part? We'll teach you everything you need to know. If you're hungry, coachable, and love the sound of a phone that won't stop ringing-keep reading.
    $36k-49k yearly est. 8d ago
  • Commercial Loan Servicing Representative

    Wells Fargo 4.6company rating

    Loan specialist job in Charlotte, NC

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Commercial Loan Servicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: * Support internal and external customers with inquiries and complaints regarding loan servicing needs * Monitor loan system and resolve customer issues, and process complex transactions online * Perform moderately complex administrative, transactional, operational and customer support tasks * Act as primary loan servicing contact that involve construction monitoring and disbursements * Monitor collateral and preparing payoff letters, releasing collateral * Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing * Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals * Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals * Interact with internal customers * Receive direction from leaders * Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: * 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 2+ years of AFS experience * Loan IQ experience * CEO/Vantage experience * Business and accounting skills * Analyze and interpret financial information * Excellent verbal, written, and interpersonal communication skills * Strong analytical skills with high attention to detail and accuracy * Ability to accurately process high volumes of work within established deadlines * Intermediate Microsoft Office skills * Intermediate Microsoft Excel skills * Ability to set priorities, plan and organize work * Sound risk management mindset and good understanding of compliance * Demonstrates/maintains professional conduct under all circumstances * Ability to learn quickly * Highly motivated individual who is able to work independently and in a team environment * Ability to recognize and escalate issues to management for any process breaches * Ability to multitask to accomplish tasks and meet deadlines effectively * Ability to work quickly & accurately while maintaining acceptable standards of workmanship * Flexibility to stretch to accomplish projects timely Job Expectations: * Ability to work a hybrid schedule, at least 3 days a week working in office * Ability to work additional hours as needed * This position is not eligible for Visa sponsorship Posting Location: * 1525 West W T Harris Blvd, Charlotte, NC 28262 #CommercialBanking * Support internal and external customers with inquiries and complaints regarding loan servicing needs * Monitor loan system and resolve customer issues, and process complex transactions online * Perform moderately complex administrative, transactional, operational and customer support tasks * Act as primary loan servicing contact that involve construction monitoring and disbursements * Monitor collateral and preparing payoff letters, releasing collateral * Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing * Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals * Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals * Interact with internal customers * Receive direction from leaders * Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $65k-114k yearly est. 2d ago
  • Mortgage Closer | Sage Home Loans

    Sage Home Loans Corporation

    Loan specialist job in Charlotte, NC

    This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week. As a Mortgage Loan Closer at Sage Home Loans, you'll play a key role in delivering seamless, accurate, and timely loan closings that reflect our mission to make mortgage simple. This role embodies our values-putting clients first through exceptional service, thinking like an owner by managing each detail with care and accountability, and winning the right way by maintaining integrity and compliance in every transaction. You'll collaborate across teams to ensure every closing experience is clear, efficient, and human-centered, always striving to get better every day and leave the woodpile higher than you found it. What You'll Do Serve as a key point of contact for all parties throughout the closing process, including Loan Officers, Realtors, Borrowers, Attorneys, and Title Companies. Manage loan closings to meet contract deadlines and rate lock expiration dates. Close Conventional, FHA, and VA residential mortgages. Ensure loan files and documentation comply with company, investor, and regulatory standards. Verify that documents are drawn within posted turn times and consistently meet deadlines. Process a minimum of 3 files per day during standard business operations, with flexibility for changing volume as directed by management. Reconcile and approve Closing Disclosures, ensuring accuracy and compliance. Review Closing Disclosures with borrowers and schedule closings. Prepare and deliver complete, compliant closing packages. Maintain organized and accurate digital filing of all documentation using system checklists and job aides. Collaborate with processing, underwriting, and post-closing departments to resolve issues and ensure completeness of closing packages. Develop an in-depth understanding of the entire loan lifecycle to anticipate and manage dependencies within the closing process. Perform other duties as assigned. Maintain customer satisfaction scores of 4.75 or higher. What We're Looking For Solid understanding of TRID guidelines and compliance requirements. Experience with Conventional, FHA, and VA loan programs (preferred). Working knowledge of Encompass loan origination software (preferred). Exceptional attention to detail and commitment to accuracy. Strong written and verbal communication skills. Ability to manage multiple priorities independently while meeting deadlines. Proactive and dependable work ethic with a strong sense of urgency. Compensation This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included above. Actual compensation varies based on location, experience, and qualifications. Total Cash Compensation: $31.25 per hour plus role specific incentive Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements. Health Insurance Coverage (medical, dental, and vision) Life Insurance Short and Long-Term Disability Insurance Flexible Spending Accounts Paid Time Off Holiday Pay 401(k) with match Employee Assistance Program Paid Parental Bonding Benefit Program Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That's why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service. Who We Are: Sage Home Loans Corporation is a digital mortgage lender solution redefining the mortgage origination experience. By building new technology solutions we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the right mortgage that matches their needs 24/7. We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the best possible borrower experience. Founded in 2000, Red Ventures (RV) is home to a diverse portfolio of industry-leading brands and businesses, strategic partnerships and proprietary technology, including Sage Home Loans, Bankrate, Lonely Planet, The Points Guy, BestColleges and more. Together, RV helps millions of people worldwide make life's most important decisions, accelerates digital adaptation, and innovates the online consumer experience by improving every step of the consumer journey from first discovery of information, throughout the decision-making process, to transactions. Headquartered south of Charlotte, NC, Red Ventures employs thousands of people across the US and Puerto Rico, with international offices in the UK and Brazil. For more information, visit *********************** and follow @RedVentures on social platforms. At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment. We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program. Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. If you are based in California, we encourage you to read this important information for California residents linked here.
    $31.3 hourly Auto-Apply 60d+ ago
  • Mortgage Loan Processor

    Primelending 4.4company rating

    Loan specialist job in Charlotte, NC

    Love Processing mortgage loan files? Come join our TOP PRODUCING team in RALEIGH, NC! If you are ready to align yourself with an established leader in the mortgage industry who can help you reach your true potential, look no further. Come home to PrimeLending! PrimeLending continues to grow by leaps and bounds: •Ranked #2 in Top 50 Best Companies to Work For by Mortgage Executive Magazine •Competitive Benefits and 401K match •Fantastic "One Team-One Purpose" Culture and Core Values •Ranked Top 6 Mortgage Lender in the Nation for Purchase business 3 years in a row as listed by Marketrac, 2012, 2013 & 2014 •Hilltop Holdings (NYSE: HTH) -Our parent company was recently ranked No. 18 on Forbes' annual ranking of the 100 largest publicly-traded banks and thrifts. What is unique for our Loan Processors? •Dedicated Underwriting Team and Closing Team working closely and directly with Processing, maintaining best in class service and expertise •Loan Setup Coordinators to open each file that is sent to processing and Closing Coordinators who will facilitate submissions to our closing department •The chance to work in a fast paced environment and to help motivated borrowers who are looking to close quickly with superior customer service from application to funding Job Description Our Processors evaluate all information supplied on the mortgage loan application, verify the validity of the information, and assemble a completely documented file to Underwriting and Closing. Processors are the primary liaison between the Branch, loan officer, loan officer assistant, realtors, builders and the customer(s). •Maintains knowledge of all policies and modifications to the guidelines and standards of the company, federal housing programs, investors, and private mortgage insurers. •Maintains and updates loan application information within loan origination software and other applications. •As applicable, orders appraisals, title, survey, verifications, and any other items required for loan approval; conducts regular follow-ups with outside sources regarding outstanding documents. •Verifies the data collected, analyzes, and decides whether it meets guidelines or if other documentation is needed; documents communication through the conversation log; ensures loan application is in compliance with underwriting, investor, RESPA, and HMDA guidelines. •Calculates income, reviews assets and liabilities. •Reviews all disclosures for completeness and compliance. •Completes final evaluation and analysis of completed application packages and submits eligible files specifying any applicable conditions. •Monitors rate lock information for data integrity and expiration dates; communicates discrepancies to the Loan Officer. •May maintain accurate pipeline to ensure proper projections, closings, and regulatory compliance with Company, Federal, and State standards. •May prepare, when applicable, "Declination Letters." Ensures accurate disclosure of the reason(s) for the adverse action as soon as it is determined that applicants do not qualify. •May schedule closing appointments with respective parties (i.e. title companies, closing attorneys, corporate closing department and customers etc.) Meets customer service standards as outlined by management. •May facilitate training of junior or newly hired processors regarding specific Prime operations including file flow, loan origination software, and other applications. •Updates loan officer, loan officer assistant, realtors, builders and customers on loan status. •Maintains communication with customers throughout the loan process, assisting them with any questions and notifying them of any additional requirements. •Maintains a professional image and adheres to standards consistent with company policies and procedures. •Other duties as assigned. Qualifications •High school diploma or equivalent. •3+ years of Mortgage Processing experience •Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. •Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. •Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
    $34k-46k yearly est. 1d ago
  • SBA Construction Loan Representative

    First National Bank (FNB Corp 3.7company rating

    Loan specialist job in Charlotte, NC

    Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. SBA Construction Loan Representative Business Unit: Commercial Banking Reports to: SBA Construction Loan Manager Position Overview: This position is primarily responsible for providing construction management, funding and disbursement services for all SBA Construction loans. Primary Responsibilities: Recommends Approval or Declination of contractor and construction project. Funds construction and multi-disbursement loans according to Bank and SBA regulations. Collects and reviews all closing documents related to construction financing under the SBA 7a, SBA 504 and USDA loan programs. Reviews and approves contractor's financials and qualifications. Prepares and handles the construction loan closing checklist and works with borrowers, contractors, architects and Bank partners to complete closing documents. Ensures loan complies with SBA/USDA Standard Operating Procedures. Coordinates with the Business Development Officer and Underwriter in structuring loans involving construction and preparing the loan package construction checklist for submission. Educates existing and new Business Development Officers on how to structure loans involving different levels of construction. Performs research activities including gathering information on construction laws and regulations in the city and state of the prospective construction project. Works with third party vendors for cost review. Orders commercial appraisal reports and environmental reports. Interviews Business Development Officer, borrower and contractor in regard to loan request. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: Associates Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Excellent customer service skills Excellent project management skills Detail-oriented Excellent organizational, analytical and interpersonal skills Ability to work and multi-task in a fast paced environment MS Word - Expert Level MS Excel - Expert Level Construction knowledge is required. SBA construction experience preferred. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $32k-37k yearly est. Auto-Apply 18d ago
  • Mortgage Relationship Specialist

    Skyla Credit Union

    Loan specialist job in Charlotte, NC

    Job Grade: 7 primary functions: Facilitate the completion of real estate loan applications and provide support throughout the loan application process. Answer all borrower inquiries and respond to requests with accurate information regarding member accounts and loan requests. Serve as primary resource between the mortgage department and the branch network. Assist the department staff with all administrative functions. Provide information or assistance as needed to ensure branch employees and members receive a high level of service. responsibilities: Answers incoming phone calls and emails, resolves customer inquiries within prescribed authority, make recommendations on additional credit union products and services, and direct members to the appropriate credit union employee. Prepares and monitors mortgage application and pipeline reports. Directly supports the day-to-day functions of the department and handles all administrative duties. Responsible for reviewing and uploading files to electronic storage system. Handle documents and tasks related to faxing, archiving, scanning, and filing. Responsible for timely review of HMDA data. Possess the ability to work as a team member with consistent courteous and professional behavior toward members and coworkers. Order title work, real estate appraisal and flood certification on an as needed basis. Monitor Mortgage departmental workflow in accordance with established guidelines, as assigned. Keep abreast of changes within mortgage industry. May be required to travel; attend branch meetings, deliver closing packages, payoffs, et cetera. Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act. Perform job duties in accordance with the Credit Union's values, mission and vision. Perform other various duties as assigned. minimum requirements: Associate degree and/or a minimum of two years' work experience in mortgage field and/or sales role for a financial institution. General lending experience preferred. Sales-oriented individual with friendly and persuasive personality, possessing good written and verbal communication skills. Knowledge of Credit Union's products and services. Professional, well-developed interpersonal skills essential for conversing with loan applicants and projecting a positive image. Willingness to become a certified Notary if required. Ability to assume responsibility, display initiative, exercise good judgement, and make and act upon decisions with minimal supervision. Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
    $36k-57k yearly est. 12d ago
  • Loan Processor

    The Orchard 4.7company rating

    Loan specialist job in Charlotte, NC

    About Orchard Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents. Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 400+ real estate agents (1099). We have financing from top-tier investors including Revolution, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work. About the Role Orchard is looking for a Loan Processor to support all operational aspects of the mortgage transaction process. You will be responsible for gathering and processing all loan documentation and ensure compliance with policy, regulatory, and loan terms on a lender-by-lender basis. The ideal candidate has experience working in a fast-paced environment with a focus on mortgage loan processing and providing exceptional customer service. This is a full time role that will report into the Mortgage Operations Manager. This position can be remote in any of the Orchard hiring locations (TX, GA, CO, NY, CA, WA, NC, MI, TN, or AZ), though you must be willing to work east coast or central time zone hours. What You'll Do Here Review and understand the client URLA for both purchase and refinance loan transactions. Review initial client documentation to loan structure and package loan submission. Breakdown underwriting conditions and communicate documents needed to clients. Calculate financials (income, assets, and liabilities) per lender requirements. Review, read, and understand client credit reports. Review and understand debt to income ratios. Respond to customers' general questions, inquiries, and concerns while following escalation procedures when necessary. Manage loan transactions from initial submission to underwriting through clearance to close. Update customers, real estate agents, and title companies on the loan's progress and status. Provide top-notch customer service by effectively communicating and cooperating with team members and customers. Process Conventional, FHA, VA, Non-QM, and Proprietary Bridge loans We'd Love to Hear From You if You Have: 2+ years experience with mortgage loan processing in Conventional, FHA, and VA loan types. Experience with wholesale processing and delegated processing (required) Basic knowledge of Fannie/Freddie guidelines. Ability to problem solve underwriting conditions based on guidelines. Experience with managing loan volume of 15-20 closings per month. Experience with TPO/Broker processing model and mortgage POS and LOS systems required Proficiency in DU/DO/LPA, as well as familiarity with FHA Connection and VA Portal Excellent organization, communication, and time management skills. Analytical skills with strong attention to detail Good judgment and the ability to work independently and ethically Ability to multitask, work well under time constraints and within deadlines Commitment to working as a team-player Proficient in Microsoft Word, Outlook, Excel, and Google-Suite #LI-remote #BI-Remote Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.
    $31k-41k yearly est. Auto-Apply 7d ago
  • Mitigation Specialist

    Kathon Enterprises Inc. Dba Paul Davis Restoration of Charlotte

    Loan specialist job in Charlotte, NC

    Job DescriptionWill Report to Mitigation Manager: What does a Mitigation Specialist with Paul Davis do? Serve others within your community in their time of need Make a difference for others that have had a disaster strike their property Work hard and take pride in completing projects (i.e. mitigating flood and fire damage) Be empathetic and show a sense of urgency while communicating through modern technology Why Join The Team? Paul Davis is an industry leader in restoration and reconstruction for insurance providers and commercial properties throughout the United States and Canada. We are growing locally and have career opportunities for individuals who want purpose out of their work. We love creating an opportunity for our team members, providing industry training and giving technicians the opportunity to become experts in the field through certifications and Paul Davis University. Built upon principles of customer service, dynamic decision-making and leadership, we have the tools to continue our rapid growth. Our team puts emphasis into living our Vision, Mission and Values to be more than just a service provider our Mitigation Technicians are on the front lines of restoring their communities by being first on site after disasters strike (i.e. floods, fires) and will be leading the mitigation effort to restore the property. Values: Deliver what you promise. Respect the individual. Have pride in what you do. Practice continuous improvement. Vision: To provide extraordinary care while serving people in their time of need. Mission: To provide opportunities for great people to deliver Best in Class results. Why The Team Needs You? Serving others after a disaster has struck their property is not easy. Everyone within Paul Davis needs to have a world-class work ethic, serious attention to detail and love to help people. It is challenging to make customers happy when faced with a traumatic event but you will love being a technician if you take pride in your work and have fun while working with others. Team Compensation and Benefits: Leadership Development - our company grows from the inside. If you are determined and motivated enough, ask about participation in our leadership development initiative to grow your career and explore new opportunities Monthly cross-training opportunities to advance your career Flex schedule - at Paul Davis we are committed to our team and their well-being. We have instituted the ability for flex hours that ensures team members get the time they need for personal matters while still being able to work full time. Paid training Bonus program for performance Referral program Great culture and team dynamic Hourly pay: $17.00 to $24.00/hour based on experience and certifications Team Qualifications (Requirements): Desire to join a world-class team and contribute a positive attitude Dedication to customer service Fluent in English Clean criminal background check
    $17-24 hourly 6d ago
  • Call Center Loan Officer- In Office

    National Mortgage Staffing 3.9company rating

    Loan specialist job in Charlotte, NC

    Call Center Loan Officer (Mortgage Analyst) - In-Office | Pittsburgh, PA or Charlotte, NC Our client, a well-established mortgage lender, is seeking Call Center Loan Officers (Mortgage Analysts) to join their team. This is a great opportunity for both licensed and unlicensed candidates who are hungry to learn, earn, and grow in mortgage sales. The role offers a strong training program, access to inbound leads from dialers, and support to obtain your NMLS license if needed. Highlights In-office role, based in Pittsburgh, PA or Charlotte, NC Primarily refinance business from dialers, with purchase opportunities No existing book of business required Extensive training program with strong management support W-2 role with full benefits Compensation 8-month ramp up: $48,000 base + 20-40 bps Low producer 2-3 units/month High producer 6-7 units/month After ramp up, can choose: $13/hr advance on commission with 90-110 bps (+20 bps if self-sourced), OR Stay with original monthly salary plus Training & Support Managed by a Pod Manager (4 Mortgage Analysts per pod) for 4-8 months Comprehensive training program Support provided for obtaining NMLS license if not already licensed Requirements Licensed or unlicensed (support to obtain NMLS provided) Sales-oriented, competitive, and motivated to succeed Excellent communication and customer service skills Comfortable working in a high-volume, call center environment Please note: National Mortgage Staffing does not determine the salary, requirements, or qualifications for this role. We are contractually required to follow the criteria set forth by our clients. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $13 hourly 2d ago
  • Loan Processor (On-Site)

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in Cornelius, NC

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer in a professional and effective manner. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income and assets as required by the particular loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on those documents. Communicate directly with the Loan Originator, customer, and underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices received, and in the applicant's efile. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and help supervise new loan processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: High School Diploma or equivalent. A minimum of 5 years' residential mortgage processing experience. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents preferred. Excellent math and analytical skills. Excellent communication skills. Prioritization skills. Encompass experience. Knowledge of DU, LP, Microsoft Office & Windows. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $39k-48k yearly est. Auto-Apply 60d+ ago
  • Commercial Loan Servicing Representative

    Wells Fargo 4.6company rating

    Loan specialist job in Charlotte, NC

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking a Commercial Loan Servicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* **In this role, you will:** + Support internal and external customers with inquiries and complaints regarding loan servicing needs + Monitor loan system and resolve customer issues, and process complex transactions online + Perform moderately complex administrative, transactional, operational and customer support tasks + Act as primary loan servicing contact that involve construction monitoring and disbursements + Monitor collateral and preparing payoff letters, releasing collateral + Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing + Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals + Interact with internal customers + Receive direction from leaders + Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements **Required Qualifications:** + 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 2+ years of AFS experience + Loan IQ experience + CEO/Vantage experience + Business and accounting skills + Analyze and interpret financial information + Excellent verbal, written, and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Ability to accurately process high volumes of work within established deadlines + Intermediate Microsoft Office skills + Intermediate Microsoft Excel skills + Ability to set priorities, plan and organize work + Sound risk management mindset and good understanding of compliance + Demonstrates/maintains professional conduct under all circumstances + Ability to learn quickly + Highly motivated individual who is able to work independently and in a team environment + Ability to recognize and escalate issues to management for any process breaches + Ability to multitask to accomplish tasks and meet deadlines effectively + Ability to work quickly & accurately while maintaining acceptable standards of workmanship + Flexibility to stretch to accomplish projects timely **Job Expectations:** + Ability to work a hybrid schedule, at least 3 days a week working in office + Ability to work additional hours as needed + This position is not eligible for Visa sponsorship **Posting Location:** + 1525 West W T Harris Blvd, Charlotte, NC 28262 \#CommercialBanking + Support internal and external customers with inquiries and complaints regarding loan servicing needs + Monitor loan system and resolve customer issues, and process complex transactions online + Perform moderately complex administrative, transactional, operational and customer support tasks + Act as primary loan servicing contact that involve construction monitoring and disbursements + Monitor collateral and preparing payoff letters, releasing collateral + Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing + Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals + Interact with internal customers + Receive direction from leaders + Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements **Posting End Date:** 30 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512869
    $65k-114k yearly est. 2d ago
  • Mortgage Loan Processor

    Primelending 4.4company rating

    Loan specialist job in Charlotte, NC

    Love Processing mortgage loan files? Come join our TOP PRODUCING team in RALEIGH, NC! If you are ready to align yourself with an established leader in the mortgage industry who can help you reach your true potential, look no further. Come home to PrimeLending! PrimeLending continues to grow by leaps and bounds: •Ranked #2 in Top 50 Best Companies to Work For by Mortgage Executive Magazine •Competitive Benefits and 401K match •Fantastic "One Team-One Purpose" Culture and Core Values •Ranked Top 6 Mortgage Lender in the Nation for Purchase business 3 years in a row as listed by Marketrac, 2012, 2013 & 2014 •Hilltop Holdings (NYSE: HTH) -Our parent company was recently ranked No. 18 on Forbes' annual ranking of the 100 largest publicly-traded banks and thrifts. What is unique for our Loan Processors? •Dedicated Underwriting Team and Closing Team working closely and directly with Processing, maintaining best in class service and expertise •Loan Setup Coordinators to open each file that is sent to processing and Closing Coordinators who will facilitate submissions to our closing department •The chance to work in a fast paced environment and to help motivated borrowers who are looking to close quickly with superior customer service from application to funding Job Description Our Processors evaluate all information supplied on the mortgage loan application, verify the validity of the information, and assemble a completely documented file to Underwriting and Closing. Processors are the primary liaison between the Branch, loan officer, loan officer assistant, realtors, builders and the customer(s). •Maintains knowledge of all policies and modifications to the guidelines and standards of the company, federal housing programs, investors, and private mortgage insurers. •Maintains and updates loan application information within loan origination software and other applications. •As applicable, orders appraisals, title, survey, verifications, and any other items required for loan approval; conducts regular follow-ups with outside sources regarding outstanding documents. •Verifies the data collected, analyzes, and decides whether it meets guidelines or if other documentation is needed; documents communication through the conversation log; ensures loan application is in compliance with underwriting, investor, RESPA, and HMDA guidelines. •Calculates income, reviews assets and liabilities. •Reviews all disclosures for completeness and compliance. •Completes final evaluation and analysis of completed application packages and submits eligible files specifying any applicable conditions. •Monitors rate lock information for data integrity and expiration dates; communicates discrepancies to the Loan Officer. •May maintain accurate pipeline to ensure proper projections, closings, and regulatory compliance with Company, Federal, and State standards. •May prepare, when applicable, "Declination Letters." Ensures accurate disclosure of the reason(s) for the adverse action as soon as it is determined that applicants do not qualify. •May schedule closing appointments with respective parties (i.e. title companies, closing attorneys, corporate closing department and customers etc.) Meets customer service standards as outlined by management. •May facilitate training of junior or newly hired processors regarding specific Prime operations including file flow, loan origination software, and other applications. •Updates loan officer, loan officer assistant, realtors, builders and customers on loan status. •Maintains communication with customers throughout the loan process, assisting them with any questions and notifying them of any additional requirements. •Maintains a professional image and adheres to standards consistent with company policies and procedures. •Other duties as assigned. Qualifications •High school diploma or equivalent. •3+ years of Mortgage Processing experience •Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. •Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. •Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
    $34k-46k yearly est. 60d+ ago
  • Junior Loan Officer

    Team Architects

    Loan specialist job in Charlotte, NC

    The Opportunity Ready to launch your career in sales, finance, or real estate? Ternus is looking for a Junior Account Executive to join our high-energy, high-impact sales team at our headquarters in Charlotte. You'll be the first voice our borrowers hear-your job is to open the door, qualify the opportunity, and set our senior Account Executives up for success. It's a front-row seat to the world of real estate investing and private lending. And the best part? We'll teach you everything you need to know. If you're hungry, coachable, and love the sound of a phone that won't stop ringing-keep reading. What You'll Do Be the first point of contact for new borrower leads-outbound phone calls, email, and web inquiries. Qualify borrowers and deals by asking the right questions (we'll help you learn which ones). Assist with loan applications and gather critical docs to move deals forward. Pass hot, qualified leads to senior Account Executives. Follow up with in-progress applications and make sure no opportunity slips through the cracks. Keep our CRM (Salesforce) and internal tools up-to-date and organized. Jump in to support the team wherever needed-admin tasks, follow-ups, and communication. Requirements What We're Looking For Must-Haves: 1+ year of experience in a phone-heavy or office-based role. Comfortable on the phone Strong communicator with a team-first attitude. Coachable, confident, and detail oriented. Bonus Points: Previous experience in real estate, lending, mortgage, or finance. CRM savvy-especially Salesforce. Solid skills in Microsoft Outlook, Excel, and other Office tools Bilingual? We love that. Benefits Compensation & Perks $37,500 annual base salary + $100 bonus for every closed loan you assist with ($60-65k+ OTE) Full benefits package, including: Medical, dental, and vision 401(k) with company match Generous paid time off and holidays Employee Stock Ownership Plan (ESOP) - receive company shares as we grow Clear path to promotion to full Account Executive in 6-12 months Hands-on training, daily mentorship, and exposure to fast-moving real estate finance deals Why Ternus? We don't just want you to clock in and take calls-we want you to grow, earn, and level up fast. At Ternus, we're building something special: a fast-moving team that values hustle, transparency, and results. If you're fired up about real estate and looking for your shot-this is it. Ready to Make Moves? If you're passionate, driven, and ready to learn from the best in the business, apply now and let's get to work. Please complete the following job fit assessment in order to be considered for this role: ************************************************************************
    $37.5k yearly Auto-Apply 60d+ ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Charlotte, NC?

The average loan specialist in Charlotte, NC earns between $18,000 and $96,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Charlotte, NC

$41,000

What are the biggest employers of Loan Specialists in Charlotte, NC?

The biggest employers of Loan Specialists in Charlotte, NC are:
  1. City National Bank
  2. Pinnacle Technical Resources
  3. HomeTrust Bank
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