Post job

Loan specialist jobs in Clearwater, FL

- 41 jobs
All
Loan Specialist
Loan Officer
Mortgage Loan Processor
Loan Closer
Loan Servicing Specialist
Loan Processor
Resolution Specialist
  • Loan Servicing Specialist

    Rialto Capital 4.5company rating

    Loan specialist job in Tampa, FL

    KEY RESPONSIBILITIES: Ensure all cash, and shadow cash is posted to the loan record within all timeliness and accuracy standards. Review and process invoices Order and process the ordering of collateral documents. Review restructure documents and checklist(s) and ensure that all modified loan terms are complete, accurate and consistent with servicing policies. Ensure the system of record reconciles to the outstanding indebtedness for all loan types. Demonstrate in depth understanding of the system of record to include but not limited to; capitalizations, deferments, waivers, payments in kind, consolidations, rate changes, default date / rate changes, due date changes, and expense reallocations. Reconcile clearing and custodial bank account activity where necessary. Display a strong sense of urgency regarding clearing applicable unapplied amounts from loan level suspense. Work closely with Asset Managers, Bankruptcy department, and Billing to research and resolve any discrepancies with the loan documents or system of record. Send clear and concise communications to all stakeholders detailing the nature of all changes in loan terms, and cash application. Ensure applicable documents are uploaded to the system of record as necessary. Resolve complex loan issues, ensuring the system of record reflects the loan terms per the applicable loan documents. Promptly comply with all audit requests related to the reconciliation of the system of record to the applicable loan documents. Process incoming invoices for prompt approval and payment Process non transfer request for a timely review and response. SPECIFICATIONS: Associate degree in business management or real estate is preferred or equivalent work experience. 2 years of experience with mortgage servicing, cash processing and relevant industry practices Commercial mortgage servicing related experience is strongly preferred. Experience reviewing and analyzing commercial loan documents; specifically, waterfall for payment application. Demonstrated analytical and problem-solving skills. Commitment to professional and personal excellence/achievement Ability to work independently in a multi-tasking environment. Ability to work flexible hours based on daily production. Mandatory month end attendance Strong team player Excellent written and verbal communication and interpersonal skills. Strong attention to details Excellent PC skills, including word processing & spreadsheet applications. Evening and weekend work is at times required. While performing the duties of this job, the Associate is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop. The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be necessary to meet deadlines. This description outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties. Rialto Capital is committed to the principles of Equal Employment Opportunity. Our policy is to provide equal employment opportunity to all applicants and Associates without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age (40+), disability, veteran status, genetic information (including family medical history), or any other legally protected status. Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities please visit: e-verify.gov.
    $42k-140k yearly est. Auto-Apply 60d+ ago
  • Home Loan Specialist II

    Pennymac 4.7company rating

    Loan specialist job in Tampa, FL

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data and document validation Troubleshoot third party orders (title, appraisal, hazard, flood cert, credit, etc. ) Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE
    $40k-60k yearly Auto-Apply 15d ago
  • Mortgage Loan Processor

    Collabera 4.5company rating

    Loan specialist job in Tampa, FL

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Contract Duration: 6 months Pay rate: $15/hr Production Specialist II: Review or research loan files through internal system to attempt to locate loan file. Must have the ability to handle complex files and effectively prevent escalations. Ability to work in a fast paced environment and meet deadlines and work standards. Ability to be dynamic in role, and shift priorities Qualifications 2 years + experience with mortgage documents required Mortgage servicing or origination knowledge required Intermediate proficiency with MS Word, MS Excel and MS Outlook Will take assessment for MS Excel Must be detailed oriented Research and analytical skills a must Flexibility to adapt to process changes Self-motivated and able to work independently with minimum supervision. Capacity to work in a team-oriented environment Have the ability to think creatively outside the box, and Must be able to lift up to 35 pounds Have the ability to demonstrate strong process, guidelines, and product knowledge. Assist with customer escalations and related issues. Job might require some clerical functions i.e. scanning, filing, data entry, sorting etc. Must be able to work in a tight, confined and secured area as contractor may be required to file and pull documents located in the vault Have proven track record of great attendance - Short Term Project (NO TIME OFF REQUESTS) DESIRED SKILLS: Loan file reviews Effective listening, comprehension, and negotiation skills SHIFT: Monday - Friday; 8:00 AM - 5:00 PM (MUST be flexible to work OT after hours M-F and Saturday between 7:00 AM - 12:00 PM) ATTENDANCE: NO VACATION - NEEDS VERIFIED AND AGREEMENT THEY WON'T TAKE OR ASK Additional Information If you are interested, please reach out to me: Laidiza Gumera ************ *******************************
    $15 hourly Easy Apply 21h ago
  • SBA & USDA Loan Servicing Specialist

    Home Bancshares, Inc. 4.0company rating

    Loan specialist job in Tampa, FL

    The SBA and USDA Loan Servicing Specialist performs operational support duties related to the processing, closing, funding, reporting, packaging and selling of the Guaranty, and servicing of SBA & USDA Loans. This position maintains accurate system records, customer service, payment postings, and reconciliations. The Loan Servicing Specialist enters loans into the CAFS/ETRAN for SBA Approval as well as Terms & Conditions. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Review loan closing documents for accuracy and work closely with borrowers, loan officers, attorneys, and SBA Portfolio Managers to clear exceptions and schedule closings. Prepare settlement statements, secure approval for wire transfers, and ensure complete and accurate booking by uploading documents into nCino and verifying entries in Bankway/IBS. 2. Prepare unsold loan reports and submit investor requests as well as bid packages for approval to sell the guaranteed portion of SBA 7a and USDA loans. Finalize and submit sale documents to investors, including the 1086 Agreement, and send confirmations to the President/CLO to initiate accounting allocations. Notify the appropriate Region of the completed loan guaranty sale. 3. Process secondary market bids and sales, and post cash Items to the SBA DDA/Investor account. 4. Prepare the packages for sold loans, execute the 1086 Broker Agreement, submit to broker, SBA, Department Manager. 5. Transfer funds to the appropriate General Ledgers (GLs) or Demand Deposit Accounts (DDA) for SBA & USDA wires. 6. Prepare, edit, research, and maintain FTA 1502 reporting, including supervising Loan Servicing Assistants (1502 Reporters) and supporting on going servicing processes. 7. Provide customer service to lenders and SBA & USDA Portfolio Managers, CRE-Construction Department, including answering inquiries related to loan files, account balances, and payoff requests for SBA 7a and USDA B&I loans. 8. Submit SBA loan deferment and modification documents to loan servicing and E-Tran. 9. Assists portfolio managers with preparation of loan servicing actions and E-Tran servicing adjustments. 10. Prepare and send borrower notices regarding late payments, collection, default, and liquidation. Notify the Loan Officer and Portfolio Manager of any concerns, such as site inspections, updated financials, or modification requests submitted and assist with follow-up actions as directed. 11. Contacts the Loan Officer or Collateral Site Inspection vendor to perform required site inspections for all loans more than 50 days past due; and annual site inspections as required by the SBA Standard Operating Procedure (SOP). 12. Reviews fully funded loans for documentation exceptions and reports the loans to the SBA & USDA Loan Servicing Specialist and Supervisor. Monitor construction loans for fully funded and Certificate of occupancy (C.O.) status. 13. Responsible for processing SBA payments including Subsidiary and PPP program as well as overseeing PPP related training and supervision of Loan Servicing Assistants. 14. Process loan payments for SBA 7a and USDA B&I loans. 15. Updates and monitors the SBA Watch List for all SBA & USDA loans. 16. Orders valuation updates on real estate collateral (RIMS or Desktop Valuations) and Business Valuations/FFE/M&E and 4 COP/Liquor License in Florida ONLY. 17. Obtains loan payoffs for borrowers, and Centennial Bank employees, including Loan Officers, Loan Officer Assistants, Credit Risk Management personnel. 18. Track and resolves technical exceptions. 19. Prepares and maintains procedures for job related duties. 20. Establishes loan tickets and pipeline reports. 21. Travel as required or requested by management. 22. Complete required BSA/AML training and other compliance training as assigned. 23. The ability to work in a constant state of alertness and in a safe manner. 24. Perform any other related duties as required or assigned. RESPONSIBILITIES FOR WORK OF OTHERS Supervises a small group (3-7) of employees, usually of lower classifications. Assigns and checks work; assists and instructs as required and performs same work as those supervised, or closely related work, a portion of the time. Content of the work supervised is of a non-technical nature, but presents numerous situations to which policies and precedents must be interpreted and applied. SUPERVISORY RESPONSIBILITIES SBA & USDA Loan Servicing Assts QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree; 2 years related experience and/or training, and 12 - 18 months related management experience. COMMUNICATION SKILLS Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; Ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane, algebra, solid geometry and trigonometry. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS SBA 1502 Reporting to the FTA Advanced level of computer and mathematical skills SBA System-CAFS/ETRAN NAGGL (SBA 7a Courses) PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Previous Banking experience SBA 7a and SBA 504 experience (SBA SOP) USDA B&I/Agricultural knowledge Secondary Market/1086 Agreement SOFTWARE SKILLS REQUIRED Basic: Alphanumeric Data Entry, 10-Key Intermediate: Presentation/PowerPoint, Database, Accounting Advanced: Word Processing/Typing, Spreadsheet WORKING CONDITIONS Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Highly-repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks. While performing the functions of this job the employee is regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision ADDITIONAL INFORMATION Not indicated.
    $30k-70k yearly est. 36d ago
  • CRE Loan Portfolio Officer

    Amerant Bancorp Inc.

    Loan specialist job in Tampa, FL

    Portfolio Officer The Portfolio Officer is responsible for the overall management of the CRE Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio. Duties and responsibilities include: * Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area. * Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas. * Conduct analysis/underwriting functions, as needed * Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports. * On-going review of future maturities for timely disposition. * Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation. * Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance. * Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor. * Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations. * Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions. * Provide assistance in other areas within the department, as required, covering during vacation or absenteeism Minimum Education and/or Certifications Requirements: * Bachelor's in Accounting or Finance required or 8 years of portfolio management experience. * Formal credit training required. Minimum Work Experience Requirements: * 7+ years of professional experience in lending field, credit analysis/underwriting of loans. * 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. * Knowledge of Bank documentation and other bank products Technical and/or Other Essential Knowledge: * Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro * Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
    $36k-60k yearly est. 12d ago
  • Mortgage Loan Officer in Florida

    Morty

    Loan specialist job in Tampa, FL

    Job Description Join Morty as a mortgage loan officer in Florida. Leverage our innovative mortgage technology, extensive lender marketplace, extremely competitive mortgage rates in Florida and dedicated closing team to advance your career and achieve success. Are you a smart, resourceful, and self-sufficient individual? We're actively seeking talented candidates based in Florida to join our platform as Mortgage Loan Officers. Our ideal team members are passionate about cultivating a robust mortgage business portfolio while enjoying the flexibility of setting their own pace. Successful Mortgage Loan Officers at Morty possess a deep understanding of mortgage products, exceptional communication skills, and a proven ability to forge strong relationships. Your role will involve close collaboration with homebuyers, providing expert guidance on mortgage options, and overseeing loan origination. If you're not licensed, but have been thinking about becoming an MLO, our Blueprint program is likely a better fit. You can also check out our step by step guide to getting licensed in Florida! This is a great opportunity to build on your existing sales experience and level up with new tools and support. Your Responsibilities Build your own book of business - Leverage Morty's platform and marketplace to establish, grow, and service an ongoing pipeline of new customers and referrals. You can purchase leads through Morty to help build your business. Establish a local presence - Build and maintain a local presence on the ground in a key market or markets of your choice, acting as Morty's go-to "in-market" expert in the area. Own all communications for your customers - Ensure clients get the advice they need to successfully navigate the home financing process, building trust and working closely with our centralized closing team to ensure transactions go smoothly. Serve as an expert on loan options - Work with customers to make recommendations based on their specific situations; you'll need to be able to clearly articulate Morty's value propositions to customers who don't yet know us. Qualification Required An approved mortgage license Willingness to hit the road to build up a book of mortgage business. Strong communication skills, both written and verbal. Compensation Earn 75bps - 200bps per closed loan depending on your experience and preferences. This a commission only role. This position requires you to pay a platform fee to cover the cost of technology, marketing, and HR services.
    $36k-60k yearly est. 11d ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in Tampa, FL

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $36k-60k yearly est. 60d+ ago
  • DSCR Loan Officer

    Park Place Finance, LLC

    Loan specialist job in Tampa, FL

    Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You'll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we're not just funding deals - we're building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you'll drive revenue by originating hard money loans for residential real estate investors-specifically in fix-and-flip, ground-up construction, and DSCR segments. You'll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily. Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance's suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings. Deliver exceptional experience by providing clear, consistent updates throughout the loan lifecycle not only with borrowers but internal teammates & departments. Loan Qualification & Structuring Guide clients through the investment readiness process, including gathering financials, property details, and business plans. Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process. Complete company-provided sizing tools to structure loans in accordance with internal guidelines for an expedited closing. Sales & Pipeline Management Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options. Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion. Submit 1-2 qualified loan deals into processing each week with all required documentation. Maintain full ownership of your sales pipeline, ensuring timely progression from origination to close. Internal Collaboration Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment. Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders. Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: Bachelor's degree and/or experience in real estate, lending, or financial services industry. Minimum of 1 year of consultative/inside sales experience. Proven track record of closing 5+ loans/month for residential investments. Strong computer skills & tech savviness of CRM platforms within a fast-paced environment. Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust. High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality. Ability to think critically, navigate obstacles, and propose solutions that align with both client & company needs. Preferred: History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL). Working knowledge of Microsoft Excel (basic formulas, filters, data organization). Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment-this is where you belong. Best-in-Class Training Uncapped Earning Potential & Competitive Compensation Package 100% Company-Paid Health Insurance Retirement with a 4% Match In-Office Gym 15 Days of PTO Additional Perks & a culture that celebrates your hustle and ambition
    $36k-60k yearly est. 27d ago
  • CRE Loan Portfolio Officer

    Amerantbank

    Loan specialist job in Tampa, FL

    Portfolio Officer The Portfolio Officer is responsible for the overall management of the CRE Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio. Duties and responsibilities include: Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area. Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas. Conduct analysis/underwriting functions, as needed Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports. On-going review of future maturities for timely disposition. Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation. Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance. Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor. Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations. Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions. Provide assistance in other areas within the department, as required, covering during vacation or absenteeism Minimum Education and/or Certifications Requirements: Bachelor's in Accounting or Finance required or 8 years of portfolio management experience. Formal credit training required. Minimum Work Experience Requirements: 7+ years of professional experience in lending field, credit analysis/underwriting of loans. 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Knowledge of Bank documentation and other bank products Technical and/or Other Essential Knowledge: Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
    $36k-60k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Officer

    Bell Bank 4.2company rating

    Loan specialist job in Tampa, FL

    Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market. Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications. Structure loan to ensure compliance to product guidelines. Submit through DU/LP and review findings to ensure borrower findings meets guidelines. Enter all required information into the mortgage loan origination system and order appraisal. Solicit and take loan applications in a professional and timely manner in line with company standard and procedures. Evaluate credit factors and eligibility to ensure application meets guideline requirements. Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered. Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements. Provide all necessary applicant information to processor. Price loans according to guidelines and secure signed lock agreements. Review Closing Disclosure (CD) and prepare the borrower for closing. Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service. Develop individual marketing plans to expand market share and stimulate loan production. Maintain regular customer contact with professional and community organizations to ensure a positive company image. Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage. Provides advice and service to applicant requesting mortgage information. Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility. Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: B.A. or minimum of three years of mortgage banking experience. Two years of mortgage banking sale experience. NMLS registration. Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines. Ability to strategically plan to market and develop business contact. Ability to work with limited supervision. Excellent customer service skills. Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile. Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.
    $29k-47k yearly est. 3h ago
  • Mortgage Loan Processor

    Klassic Recruitng

    Loan specialist job in Tampa, FL

    ESSENTIAL DUTIES and RESPONSIBILITIES: Process residential mortgage loans (Conventional, FHA, VA, Refinance) in a high volume environment and meeting all necessary guidelines. Obtain and review required loan documentation and submits complete loan packages to underwriting for approval. Manages a pipeline of loans and consistent process flow. Provides excellent customer service by effectively communicating and cooperating with all internal and external customers. Obtains and verifies that all underwriting conditions are received and cleared by the underwriter and prepares the file for submission to the Closing Department. Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and the mortgage industry. Understands and applies local, state and federal regulations related to processing mortgage loans. Qualifications PREFERRED QUALIFICATIONS AND EXPERIENCE: 3-5 Years loan processing experience Experience processing Conventional, FHA and VA loans Proficient in Microsoft Office, Word, Excel, Outlook and Encompass Excellent communication skills Ability to work in a fast-paced fluid environment High level of integrity and confidentiality required BENEFITS: Salary plus bonuses. Medical, Vision and Dental 401K Paid Vacation/Sick time *This is NOT a remote job! Job Type: Full-time Required experience: Encompass: 3 years Loan Processing: 3 years Mortgage: 3 years Additional Information All your information will be kept confidential according to EEO guidelines.
    $37k-53k yearly est. 21h ago
  • Experienced Loan Officer

    Radius Financial Group 3.5company rating

    Loan specialist job in Saint Petersburg, FL

    Are you: • Team Inspired? • Customer Obsessed? • Results Driven? • Kinda Curious? • Character Matters? radius continues to change the lives of those who choose to originate loans for our company. This infectious enthusiasm has helped spur our growth all along the Eastern Seaboard. We have developed a culture that prioritized team inspired people focused on winning. The result: countless purpose-filled careers for those eager to take advantage of the opportunity. What is Our Culture? Supportive • Deal Desk, if you need structuring help. • Marketing Team Support • CRM - Total Expert • Training - Company Led/ Xinnix Partnership Innovative Technology • Focused on Artificial intelligence (BOTS) • Robotic Process Automation (BOTS) • Mobile Experience for both Consumer and LO • Cutting edge collaboration tools - Connect with team on the go! • Interactive consumer experience Progressive • Purchase focused • Growth Oriented • Right sized for today's market • Pricing concessions if needed to keep you competitive. Strengths • Extremely Strong and Cutting-Edge Technology that maximizes efficiency, convenience and speed. • 100% Customer Obsessed • Attractive Products and Pricing Models • Very Robust Marketing Department, not focused on a one size fits all mentality • A built-in marketing budget that grows in tandem with your personal production • Operational support with LOA and Processor are provided to help you grow your business • Highly competitive commission structure. Requirements Primary Responsibilities: • Evaluate loan request though our automated loan application system • Analyze financial data • Structure loans to comply with acceptable lending practices and Federal regulations. • Develop a personal marketing plan • Build and Maintain relationship with customers throughout the loan process. • Create a Marketing plan for your referral partners. Realtors, Builders, Developers and Past Clients. Although you may work remote, you won't be alone • LOA Support • Dedicated processor for your loan files • In house underwriting/closing • Need help structuring a loan file, or have a guideline question(s)? Our Deal Desk, will help insure you are on the right path.
    $30k-56k yearly est. 60d+ ago
  • Loan Processor- Tampa

    Insight Global

    Loan specialist job in Tampa, FL

    We are seeking an experienced Mortgage Loan Processor to act as the critical link between Loan Officers and Underwriters. This role is essential to ensuring smooth and timely loan closings. You will manage the loan file from submission to underwriting, maintain client communication, and ensure all required documentation is accurate and complete. Key Responsibilities Serve as the middle point of contact between Loan Officers and Underwriters. Review and process loan files, ensuring compliance with company and regulatory guidelines. Communicate directly with clients to collect and verify all necessary information. Submit complete loan packages to underwriting for approval. Manage a pipeline of 30-40 loans, closing 20-30 loans per month. Identify and resolve potential issues, including fraud checks and documentation gaps. Maintain strong relationships with internal teams and wholesale partners. This is a fully onsite position in Tampa, FL We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements Minimum 3 years of mortgage processing experience (ideal). Proficiency in Encompass loan origination software. Non-QM and conventional loan experience is required. Strong knowledge of income calculations and down payment requirements. Government loan programs (FHA, VA, USDA). 203k renovation loans.
    $30k-44k yearly est. 11d ago
  • Retail Loan Officers

    EMM Loans LLC

    Loan specialist job in Lutz, FL

    Job Description EMM LOANS LLC (EMM) is currently looking for Retail Loan Officers to work with our growing teams! The Retail Loan Officer will work under a strong and experienced leader - Learn from the best! The Retail Loan Officer will market and originate residential mortgage loans. This position will be responsible for soliciting residential mortgages through contacts and seeking opportunities to present the mortgage programs to individuals as well as professional organizations. Loan Officers will provide service to customers and prospective customers seeking residential mortgage loans. Loan Officers will interview applicants to acquire information concerning their current financial situation, their needs, desires and property information, as well as obtain and analyze pertinent data. Loan Officers will ensure the customer understands the loan process from application through closing and also evaluates loan applications and documentation to confirm credit worthiness. This is an outside Sales position which is commission only and no leads are provided. So, how do you become part of this fantastic team? Meeting the following requirements is good place to start! Active NMLS Licensing A contagiously positive attitude and LOTS of energy Deep knowledge of various loan products, origination processes, policies, procedure, underwriting guidelines and documentation requirements. EMM is proud to offer a wide range of benefits and a very comp plan. Eligible employees can participate in the following benefits. Medical, Dental, and Vision insurance Flexible Spending Account Company paid Life Insurance and LTD! Additional buy up Life and LTD Insurance 401K plan with an employer match And more! *All positions are contingent upon the successful completion of a background check. EMM LOANS LLC is an Equal Employment Opportunity Employer. NMLS ID: 2926 Mortgage Loan Originator - Loan Officer - MLO - LO
    $36k-60k yearly est. 23d ago
  • Loan Officer - Bilingual

    Lennar 4.5company rating

    Loan specialist job in Tampa, FL

    Loan Officer - Bilingual in English & Spanish We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States. A Career that Empowers You to Build Your Future *We regularly have open Loan Officer positions all across the US. If you are a bilingual Loan Officer in CO, FL, NC, SC, TN, or TX, consider applying here!* As a Field Loan Officer at Lennar Mortgage, your role will be centered on establishing and nurturing strong relationships with clients and homebuilding associates through face-to-face interactions. You will conduct on-site meetings, engaging directly with customers, homebuilding associates, and referral sources. Your primary responsibilities include assessing financial data, guiding customers on mortgage products, and seamlessly facilitating the loan process in adherence to the Lennar Mortgage roadmap. Your presence in the field ensures personalized and hands-on support for clients seeking financial solutions. A career with purpose. A career built on making dreams come true. A career built on building zero defect homes, cost management, and adherence to schedules. Your Responsibilities on the Team Business Development and Customer Relations: Strategize and implement outside sales activities to actively contribute to the company's growth. Lead the charge in generating leads through effective prospecting, with regular visits to communities, realtors' offices, and relevant locations. Conduct regular “First Time Homebuyer Seminars” in communities to not only develop leads but also establish strong relationships with New Home Consultants and prospective/current clients. Travel and actively participate in builder and realtor functions, status meetings, phase releases, phone banks, and special events. Proactively engage with various communities to explain the Company's offerings, obtain loan applications, and attend closings. Customer-Centric Approach: Offer tailored recommendations on the best mortgage solutions for customers' financial and individual needs. Review and lock interest rates at least fifteen days prior to closing. Maintain strict adherence to federal, state, and company regulations and guidelines throughout the loan origination process. Lead Management and Communication: Daily review of leads, followed by proactive outreach to prospective customers via telephone and email to schedule in-person/virtual meetings. Ensure clear and timely communication with both internal and external stakeholders, maintaining open lines of dialogue. Loan Origination and Advisory: Originate and prepare new loans meticulously, adhering to federal, state, and company regulations outlined in the "Loan Officer" agreement. Offer personalized advice and recommend the most suitable mortgage loan products aligned with customers' financial and individual needs. Sales Support, Metrics, and Reporting: Provide crucial assistance to New Home Consultants on customer pre-qualifications, actively contributing to the development of a pipeline for outside sales. Strive to meet or exceed closed loan capture rate, spot loan objectives, and other established sales goals and metrics specified in the "Loan Officer" Agreement. Maintain detailed reports and notes within the origination computer system, facilitating a comprehensive exchange of information regarding loan applications, statuses, customer conversations, underwriting, lock-in information, monthly projected closings, incentives, and expenses. Your Toolbox Bilingual in English and Spanish required. Highschool Diploma or Equivalent Four-year college degree (preferred) Minimum of 3 years of Loan Originating experience Valid driver's license and dependable mode of transportation NMLS License & specific State license or be (willing to get within 30 days of employment) Fluent in Spanish -Speaking and Writing (preferred) Self-starter and able to work independently Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities A genuine passion for delivering exceptional experiences to customers Proficient in using standard office software (e.g., Microsoft Office Suite) Proficient in using mortgage industry software and tools Physical & Office/Site Presence Requirements: Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. Requires the ability to work in excess of eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator. Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
    $41k-63k yearly est. Auto-Apply 3d ago
  • Mortgage Loan Processor

    Collabera 4.5company rating

    Loan specialist job in Tampa, FL

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Contract Duration: 6 months Pay rate: $15/hr Production Specialist II: Review or research loan files through internal system to attempt to locate loan file. Must have the ability to handle complex files and effectively prevent escalations. Ability to work in a fast paced environment and meet deadlines and work standards. Ability to be dynamic in role, and shift priorities Qualifications 2 years + experience with mortgage documents required Mortgage servicing or origination knowledge required Intermediate proficiency with MS Word, MS Excel and MS Outlook Will take assessment for MS Excel Must be detailed oriented Research and analytical skills a must Flexibility to adapt to process changes Self-motivated and able to work independently with minimum supervision. Capacity to work in a team-oriented environment Have the ability to think creatively outside the box, and Must be able to lift up to 35 pounds Have the ability to demonstrate strong process, guidelines, and product knowledge. Assist with customer escalations and related issues. Job might require some clerical functions i.e. scanning, filing, data entry, sorting etc. Must be able to work in a tight, confined and secured area as contractor may be required to file and pull documents located in the vault Have proven track record of great attendance - Short Term Project (NO TIME OFF REQUESTS) DESIRED SKILLS: Loan file reviews Effective listening, comprehension, and negotiation skills SHIFT: Monday - Friday; 8:00 AM - 5:00 PM (MUST be flexible to work OT after hours M-F and Saturday between 7:00 AM - 12:00 PM) ATTENDANCE: NO VACATION - NEEDS VERIFIED AND AGREEMENT THEY WON'T TAKE OR ASK Additional Information If you are interested, please reach out to me: Laidiza Gumera ************ *******************************
    $15 hourly Easy Apply 60d+ ago
  • Closer I, Mortgage

    Pennymac 4.7company rating

    Loan specialist job in Tampa, FL

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Mortgage Closer will be responsible for supporting the Closing function within multiple Channels. As the Mortgage Closer, you will act as a key contributor to ensure timely closings of mortgage loans while ensuring efficient and effective processes are followed while meeting customer service objectives. The Mortgage Closer will: Prepare Closing Documents, including the balancing of the Initial and Final Closing Disclosure Be detail oriented while delivering exceptional customer service Actively engage with various parties to the transaction, including both internal and external resources Handle routine calls, emails and/or chat responses Execute daily work queues and escalate as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Closing experience preferred, Mortgage industry experience required Understanding of investor requirements and regulatory standards A passion for helping customers achieve their financial and homeownership goals Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 15d ago
  • Mortgage Loan Officer

    Bell Bank 4.2company rating

    Loan specialist job in Sarasota, FL

    Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market. Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications. Structure loan to ensure compliance to product guidelines. Submit through DU/LP and review findings to ensure borrower findings meets guidelines. Enter all required information into the mortgage loan origination system and order appraisal. Solicit and take loan applications in a professional and timely manner in line with company standard and procedures. Evaluate credit factors and eligibility to ensure application meets guideline requirements. Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered. Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements. Provide all necessary applicant information to processor. Price loans according to guidelines and secure signed lock agreements. Review Closing Disclosure (CD) and prepare the borrower for closing. Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service. Develop individual marketing plans to expand market share and stimulate loan production. Maintain regular customer contact with professional and community organizations to ensure a positive company image. Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage. Provides advice and service to applicant requesting mortgage information. Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility. Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: B.A. or minimum of three years of mortgage banking experience. Two years of mortgage banking sale experience. NMLS registration. Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines. Ability to strategically plan to market and develop business contact. Ability to work with limited supervision. Excellent customer service skills. Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile. Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.
    $29k-47k yearly est. 3h ago
  • Resolution Specialist

    Klassic Recruitng

    Loan specialist job in Sarasota, FL

    Klassic Recruiting is in partnership with Vengroff Williams, Inc to locate a Resolution Specialist for their Sarasota, FL location. Vengroff Williams, Inc (VWi) is the leading national business process outsourcing and third party collections provider in the U.S. providing services to multi-national and international clients. As an organization we value and are committed to providing service excellence to our clients and are looking for team members who share our commitment, integrity and vision. Job Description In this position, you will be responsible for contacting customers and conducting negotiations to collect delinquent account balance(s). You will have interaction with customers in a way that is in accordance with the company's delivery strategy. Establishes rapport and promotes effective relationships, upholding client commitment to customers. You must possess the ability to communicate in a professional manner with customers while demonstrating a favorable image of the organization through problem-solving skills. In exchange for your skills and knowledge, VWi offers a competitive salary, excellent benefits package, including 401(K) and generous PTO. You will work with a great team of highly knowledgeable and skilled colleagues and be part of a pro-active environment. Qualifications Experience and Requirements: Collections Experience - 2+ years minimum (call center/customer service/telephone sales or credit/collections environment) High School Graduate (min), AA Degree or higher preferred Excellent computer skills Software - MS Office (Word/Excel), Data Entry, AS400 Hardware - PC, Phone, Fax, Copier Collections Experience (preferred) and/or 1 year (call center/customer service/telephone sales or credit/collections environment) Ability to work in a fast-paced, structured, dynamic and high-transaction environment Must be able to maintain composure in stressful situations with ability to defuse angry or upset customers Exceptional communication skills (written and verbal) and professional phone etiquette Ability to build rapport quickly to resolve customer questions and/or needs Language Proficiency: English required - Spanish bilingual is preferred. Job Type: Full-time Job Location: Sarasota, FL Required education: High school or equivalent Required experience: Collections: 1 year Resolution: 1 year Additional Information All your information will be kept confidential according to EEO guidelines.
    $29k-47k yearly est. 21h ago
  • Mortgage Loan Closer

    Insight Global

    Loan specialist job in Tampa, FL

    Insight Global is looking to hire a Mortgage Loan Closer in Tampa, FL. This role is onsite Monday- Friday. This role acts as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Duties include: - Perform routine data entry and validation tasks - Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc.) - Review and validate loan documents - Handle routine calls, emails and/or chat responses - Monitor work queues and intervening as needed We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Mortgage closing experience - General understanding of applicable Federal, State and Local regulations
    $32k-44k yearly est. 60d+ ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Clearwater, FL?

The average loan specialist in Clearwater, FL earns between $14,000 and $96,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Clearwater, FL

$37,000
Job type you want
Full Time
Part Time
Internship
Temporary