Loan specialist jobs in Clovis, CA - 1,410 jobs

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Greater SF Bay Area/South Bay, CA market. This position is a producing role with salary and incentives. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team. + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. + Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency. + Collaborates with internal and external stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales **Competencies** Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $37,440.00 - $39,936.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 12/04/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Junior Program Manager (SAP) Since its establishment, TAWA Services, Inc. has been committed to providing exceptional service and support to the diverse Asian American communities. Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States. Our dedication to excellence and community underscores the vital role of service in enhancing everyday life. TAWA Services, Inc. invites you to be a part of our mission and team! Summary: As a Junior Program Manager (SAP), you will assist in the planning, coordination, and execution of SAP projects under the direction of the SAP Program Manager. You will work closely with cross-functional teams, stakeholders, and vendors to ensure projects are delivered on time, within scope, and within budget. This role requires a strong foundation in project management methodologies, excellent organizational skills, and an eagerness to grow within the SAP ecosystem. Responsibilities: Support the SAP Program Manager in coordinating and monitoring the execution of SAP implementation, upgrades, and enhancement projects. Assist in project planning activities including defining project scope, goals, timelines, and deliverables. Track project milestones and deliverables, prepare status reports, and help manage project documentation. Facilitate communication between project stakeholders, including business units, technical teams, and external vendors. Organize and schedule project meetings, document meeting minutes, and follow up on action items. Help identify project risks, issues, and dependencies, and support mitigation planning. Monitor and support change management activities related to SAP projects. Ensure compliance with internal standards, governance frameworks, and best practices in project execution. Maintain and update project tracking tools, including timelines, risk logs, and issue trackers. Participate in testing and training coordination for SAP modules, as needed. Perform other duties as assigned by management. Qualification: A Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field. 1-3 years of experience in project coordination or junior project management, ideally in an IT or ERP environment. Bilingual proficiency in English/Mandarin is strongly preferred. Familiarity with SAP systems and modules (such as SAP S/4HANA, FICO, MM, SD). Understanding of project management methodologies (Waterfall, Agile, etc.). Proficiency in Microsoft Office tools, especially Excel, PowerPoint, and Project. Strong organizational, multitasking, and time management skills. Effective verbal and written communication skills. Detail-oriented with a proactive, solution-focused mindset. PMP, CAPM, or SAP-related certifications are a plus. Authorized to work in the United States without sponsorship. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions. Position Details: Employment Type: Full Time Location: 6338 Regio Ave, Buena Park, CA 90620 Benefits: Medical, Dental, Vision, and Life Insurance. 401 (k) Retirement Saving Plan with 4% Company Match. Long-Term Services Award. Employee Discount. Paid Time Off. Compensation: The pay range for this job starts at $70,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location. Beware of Job Scams: We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written s, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: ************************************************************ Disclaimer: Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.

Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment. The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW! Primary Duties & Responsibilities Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds Collaborate with title companies to review and clear outstanding title exceptions prior to funding Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment Support special projects and perform additional duties as assigned Requirements Bachelor's Degree preferred but not required. 4+ years of loan closing or funding operations experience required, preferably in private lending Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment Solid knowledge of mortgage loan products, guidelines, and regulations Detail-oriented, team player with excellent communication and interpersonal skills Experience with Salesforce a plus This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members. Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues Apply for this amazing opportunity today! Donovan Aranda Division Manager 562-378-0027 Donovan.aranda@us-psg.com

Disbursement Reconciliation Specialist Onsite - North Hollywood, CA 91601 Monday - Friday; 8:30am-5pm As a Disbursement Specialist, you play a critical role in ensuring the accurate and timely disbursement of funds in real estate transactions, including purchase and refinance transactions. This role plays an important part in maintaining compliance with company policies, state and federal regulations, and client requirements, while delivering exceptional service to internal teams, lenders, and clients. Expectations: Review funding packages and work with processors to correct mistakes or collect missing data. Confirm file is balanced with incoming funds from lender, buyer or borrower. Verify payoff accuracy, invoices and all transaction related charges prior to disbursement of funds. Maintain accurate and organized disbursement records according to compliance and audit procedures. Maintain business line prioritization aligning with company procedures. Requirements: 2+ years of experience in title evidence review and examination. Proficiency with title/settlement software (e.g., ResWare) and Microsoft Office Suite highly preferred. Exceptional attention to detail and accuracy in reviewing title evidence. Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment. Ability to work independently in a fast-paced, deadline-driven environment. Pay Rate Range: $20.00-$27.00 per hour This is an hourly paid role. Pursuant to California law, this range represents the base pay the Company reasonably expects to pay for this position at the time of posting and may vary widely based on experience. Actual compensation will be determined based on factors including, but not limited to, experience, skills, education, internal equity, and business needs.

Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Performs new account system maintenance including but not limited to manual boarding of loans in the system Monitors escrow payments and track delinquencies through the life of the loan Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority. Processes payments, disbursements, and other transactions Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions Ensures compliance with all applicable government, investor, and bank regulations Investor Accounting Performs other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience. SKILLS/ABILITIES Strong interpersonal and customer service skills Positive attitude PC proficient in Microsoft Office Detail-oriented and follow- through skills Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Job Title: Fleet Specialist Reporting to: Market Manager About 8Fleet: 8Fleet is hiring! 8Fleet is a rapidly growing LA-based technology and logistics startup building the operational infrastructure for both non-autonomous and future autonomous rideshare fleets. With our anticipated growth, we're searching for passionate team members to join and grow with our team. You'll be involved in every aspect of the operations as we rapidly expand across Los Angeles and beyond! About the Role: We are looking for a highly organized and reliable Fleet Specialist to join our team. In this role, you'll be a key part of our daily operations, ensuring our fleet of vehicles is ready for our drivers at the start of each shift and accounted for at the end. You'll be the point person for all things related to vehicle access and readiness, helping to maintain a smooth and efficient workflow for the entire team. This is a hands-on position that requires strong attention to detail and a proactive approach to problem-solving. What You'll Do: Vehicle and Key Management: Distribute and collect assigned vehicle keys and other necessary equipment at the start and end of each shift. Fleet Readiness: Assist with basic cleaning and staging of vehicles to ensure they are ready for use. Vehicle Inspections: Conduct thorough pre- and post-ride inspections to identify and report any damage, mechanical issues, retrieve and log any lost or missing items. Technical Support: Troubleshoot basic issues with fleet applications and other in-vehicle technology, escalating more complex problems as needed. Reporting: Maintain accurate records of key assignments, vehicle condition, and shift activity. General Support: Provide administrative and logistical support to the fleet management team as needed. What You'll Bring to the Table: A high school diploma or equivalent is required. Previous experience in a logistics, warehouse, or fleet-related role is a plus. Exceptional attention to detail and a strong ability to manage multiple tasks and responsibilities at once. Excellent verbal communication skills and a professional, positive attitude. Basic knowledge of mobile applications and the ability to learn new software quickly. Physical Requirements: Ability to stand for extended periods, as well as lift, bend, and move around a vehicle yard. Must be able to pass a background check. Equal Opportunity Employer: 8Fleet is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Disclaimer: This job description may be updated at any time without prior notice.

Abode, one of the largest and effective nonprofits working to end homelessness in the Bay Area, is seeking a Peer/Outreach Specialist for our 14th Street site in San Jose. About the role: The Peer Specialist provides outreach, case management, or rehabilitative services. This position, along with team members will provide outreach, engage, house, and wrap around clinical services to participants. These participants will be identified through county data and other assessment processes as being the most frequent users of emergency services, criminal justice, and other homeless/county services in the County. Program participants will have Serious Mental Health Disorders, Substance Use Disorders, and/or Chronic Health Conditions. The People and Culture: You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with Abode Services regularly recognizes employees' efforts, seeks employees' input, and cares for employees as people with lives outside of work. We believe that we make better decisions and provide quality services when our workforce reflects the diversity of the communities in which we operate. People of color make up nearly 70% of our workforce and we strive to recruit and retain employees from all backgrounds. Our Benefits & Perks: $25.00-$27.50/ DOE 100% paid health, vision, and dental options 19 PTO days & 12 Holidays per year Voluntary benefits: FSA, EAP, Commuter Checks, Life Insurance, Legal, and more 3% retirement match/contribution Professional Development Trainings and Opportunities, Leadership Academy Programs, and All Staff Events Dynamic, mission-driven culture and supportive leadership. We support you in supporting others How You Make an Impact: Provide outreach and engagement to homeless adults to locate referred individuals. Locations include but are not limited to encampments, parks, shelters, treatment facilities, jail, court, etc. Help re-engage participants enrolled in the program who have lost contact with the team. Assist in interviewing and completing initial intakes with clients, gathering, and assembling related information, and maintaining appropriate records and files. Maintain thorough and concise case notes. Assist in linking participants with community treatment services for mental health, substance recovery, physical health care, financial assistance, educational and employment services, housing, advocacy, socialization activities, and other services. Assist participants with establishing goals and strategies for increasing self-sufficiency. Assist participants with accessing public benefits (i.e., General Assistance, Food Stamps, and SSI). Support participants as they navigate the criminal justice and court systems. Advocate for participants by interacting with judges, court mental health staff, public defenders, etc. Help participants develop a Wellness Recovery Action Plan. Provide support, role modeling, and coaching to participants in the program. Attend clinical, administrative, and case conferencing meetings as dictated by the program supervisor. Enter all data on time and correctly to support program evaluation and outcomes tracking. Ensure proper and timely documentation of services including written case notes using the BIRP formats and billing services to Medi-Cal. Assist the Program Manager, Clinical Supervisor, and other staff as needed. Other duties as assigned. How You Meet Qualifications: High school diploma or equivalent required. Personal life experiences with recovery from addiction, homelessness, and/or mental health recovery required. Six months of field experience working with people experiencing homelessness. MUST be Fluent in Spanish (Verbal/Written/Comprehend) Use of personal vehicle and proof of a valid and current California Driver's License and current insurance along with a clean DMV record required. COMPETENCIES: Excellent verbal & written communication, organizational, and time management skills. Strong analytical and problem-solving skills with meticulous attention to detail. Ability to work well independently and collaboratively with teams. Possess an understanding of and practice cultural sensitivity. Experience in building rapport and engaging in the most difficult to serve participants. Experience and ability to build supportive and respectful working relationships with individuals with disabilities and/or are experiencing homelessness that instills hope and promotes self-determination using a strengths-based approach. Sensitivity to and understanding of the special needs of the homeless. Proficiency in Microsoft Office programs, systems, and platforms. Ability to learn and use required mobile devices and business-related applications. High degree of emotional intelligence, cultural humility, with a proven track record to build and maintain effective relationships with a wide variety of internal and external contacts. Notice: This description is to be used as a guide only. It does not constitute a contract, commitment or promise of any kind. Abode Services reserves the right to change, add, delete, upgrade, or downgrade the position as dictated by business necessity at any time with or without notice. Notice: Abode Services is an Equal Opportunity Employer/Drug Free Workplace Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

A leading, nationally recognized law firm with a premier intellectual property practice is seeking an experienced Trademark Docket Specialist to support the accurate and strategic management of sophisticated U.S. and international trademark portfolios. This role is integral to the success of a highly regarded trademark practice that advises innovative, market-leading companies across technology, life sciences, and emerging growth sectors. This role will be hybrid and can sit in San Francisco, Silicon Valley, Santa Monica, NYC, Boston, or DC. Key Responsibilities: Accurately docket U.S. and international trademark prosecution, maintenance, and enforcement deadlines on a daily basis Review incoming trademark correspondence and documents to identify critical dates, status updates, and required actions Maintain client-specific docketing requirements using industry-standard docketing systems Respond to inquiries from attorneys, paralegals, and staff regarding docket entries and deadlines Conduct online research using USPTO, WIPO, and other trademark databases to confirm status and retrieve relevant information Generate and distribute customized docketing reports for internal teams and clients Process and route incoming trademark-related mail and electronic communications Assist with special projects, data audits, system clean-ups, and data integrity initiatives Support electronic filing, document management, and uploading to client extranets and internal systems Collaborate with team members to ensure compliance with firm policies and client guidelines Desired Skills & Qualifications: Minimum 2 years of trademark docketing experience in a law firm or corporate IP department preferred Associate's or Bachelor's degree in a related field preferred Strong knowledge of U.S. and international trademark procedures; familiarity with the Madrid Protocol preferred Experience with trademark docketing systems such as WebTMS, Symphony, IPFolio, or similar platforms Exceptional attention to detail with strong proofreading, organizational, and analytical skills Ability to review and interpret complex legal documents with accuracy Excellent written and verbal communication skills Proven ability to manage multiple priorities and meet strict deadlines in a fast-paced environment Proficiency in Microsoft Office (Excel, Word, Outlook); experience with document management systems a plus Commitment to confidentiality and data security standards Familiarity with USPTO and international trademark databases Experience with electronic filing systems strongly preferred

Posted Tuesday, January 路 13, 2026 at 8:00 AM HIRING IMMEDIATELY at Mendocino Farms! NOW HIRING A CATERING SPECIALIST! Make up to $20.00 - $25.00/hr including tips! We're not just selling sandwiches and salads. We're selling HAPPY! Catering Specialists Lead the store's Catering Team and work closely with catering clients. Manage the daily execution of all catering orders. Complete daily sales building tasks to promote continuing growth of the catering program. Perks and Benefits 401(K) Match, and other ancillary benefits* Paid sick leave Employee assistance program English at Work classes - Learn English at work! Parking & Transit Reimbursement* Discounted tickets through Tickets at Work Pet Insurance Free and delicious Mendo Meals on every shift! Clear path for growth and development Competitive Pay Tips - ALL Mendo Team Members participate in the tip pool! All Mendo Team Members are paid on a bi-weekly basis Schedule Full-time hours available from Monday - Friday We're Looking for Team Members that have the following: Great personalities, personality is everything! An overwhelming desire to help people! The ability to SELL HAPPY! You'll spend your day passionately connecting with our guests! About Mendo We were founded with the vision to offer so much more than food, and since 2005, we've never let the spark of happiness go out! We Sell HAPPY! Food is our love language! We connect guests to culinary adventure with our approachably adventurous menu. We use fresh ingredients you can feel good about. We believe that every guest is a friend we haven't made yet or one we're welcoming back! Does this get you excited?! Then this is the opportunity you have been waiting for! Apply today to learn more about this exciting opportunity to become part of the Mendo Team! *For Team Members who qualify Mendocino Farms is an equal أجزاء opportunity employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. Mendocino Farms will consider qualified applicants with criminal histories for employment in a manner consistent with the requirements of the Fair Chance Initiative for Hiring. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. SF 300 Mission, 300 Mission St., San Francisco, California, United States of America #J-18808-Ljbffr

PT-Stretch Specialists are responsible for supporting all members in championing happier, and healthier lives by building and nurturing relationships. They will provide branded Assisted Stretch and Recovery sessions to help members feel and move better. They provide a positive member experience that is educational, supporting, and upholds the integrity of the Life Time Brand. Job Duties and Responsibilities Develops safe, professional, and comprehensive client programs that drive client goal achievement and retention. Leads clients through assisted stretch sessions using techniques like PNF and contract-relax stretching. Leads clients through recovery sessions using techniques like assisted stretching, hypervolt percussion, and breathing drills. Reads, watches, and engages in all required training's associated with the role. Conducts stretch and recovery demos for new clients including pre-participation screening, Medical History, Lifestyle questionnaire, and goal setting to assess and recommend stretching programs. Provides fitness floor assistance to all members to ensure safety, provide education, and motivate members. Promotes and sells stretch session programs and other personal training services. Completes all administrative requirements associated with each client's fitness plan. Remains current on certifications and new trends in the industry. Ensures all members feel competent, confident, and connected by providing superior customer service through complimentary and based services/programming. Documents all aspects of client programming. Remains current on credentials and continuing education to advance throughout the levels program. Position Requirements High School Diploma or GED Certified personal Trainer CPR and AED Certified Knowledge of assisted stretching and other recovery techniques Ability to perform an aerobic activity for the duration of a class and be able to bend, stand, reach, climb and lift up to 50 pounds Preferred Requirements At least 1 year of personal training experience Bachelor's degree in Kinesiology, Sports Medicine or other related field Assisted Stretching Certification (AIS, FST, or similar) Pay This position receives a base hourly rate of $16.50. This position is also eligible to receive incentive pay based on personal production. Benefits All team members receive the following benefits while working for Life Time: * A fully subsidized membership * Discounts on Life Time products and services * 401(k) retirement savings plan with company discretionary match (21 years of age and older) * Training and professional development * Paid sick leave where required by law Full-time Team Members are eligible for additional benefits, including: * Medical, dental, vision, and prescription drug coverage * Short term and long term disability insurance * Life insurance * Pre-tax flexible spending and dependent care plans * Parental leave and adoption assistance * Paid time off, including 5 to 20 vacation days per calendar year (based on tenure) and paid sick leave * Deferred compensation plan, if the team member meets the required income threshold For California residents, please review ****************************************************** for information about our privacy practices, including the information we collect and your rights relating to your information. Life Time is a place for everyone. As an organization, we are committed to an inclusive, diverse and equitable workplace that respects and celebrates the unique contributions of each individual while ensuring we remain an equal opportunity employer that recruits, hires, trains and promotes based on merit and qualifications.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

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. Bilingual English/Spanish 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. Average pay range: $23-$26 Pay range only applies to California residents. 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.

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Loan Review Specialist I or Loan Review Specialist II to join our Loan and Lien Document Administration in Tulare, California. This full-time position reports to the Director, Loan Review and whose primary function is performing quality control review, document preparation, and analysis of basic new loan and loan servicing submissions. Compensation Information The base salary range for this position in Tulare, California is: Level I: Typical starting range: $48,400 - $64,500 Full base salary range: $48,400 - $72,600 Annual performance-based incentive target is 6% of base. Level II: Typical starting range: $53,600 - $71,200 Full base salary range: $53,600 - $80,000 Annual performance-based incentive target is 6% of base. Job Requirements Evaluate new loan and loan servicing requests and submissions, following established procedures and using acquired knowledge, to ensure the compliance and legal enforceability of loan paper and perfection of collateral on secured loans and loan servicing. Review and interpret legal and ancillary collateral documentation provided with the loan requests, including access and right-of-way related agreements, water rights documentation, easements, leases, licenses and permits pertaining to real property to identify any existing or potential issues. Review and analyze organizational documentation of business entities (such as corporations, limited liability companies, partnerships, etc.) and trust agreements to identify any material issues that may impact loans; work with branch staff to remedy issues. Identify and remedy issues reflected on title insurance. Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. Other duties as assigned. Minimum Requirements Mortgage lending, application/loan processing, title and/or law firm experience. Ability to develop a functional understanding of the loan review process, including a solid knowledge base of loan products and guidelines, policies and procedures, and origination software specifications. Ability to develop an understanding of real property and personal property collateral documentation and perfection. Attention to detail when analyzing loan packages and preparing loan documentation. Understanding of real property and personal property collateral documentation and perfection. High school diploma or equivalent. Benefits Offered by AgWest Medical, dental, and vision insurance Basic term life and AD&D insurance (fully paid for by the company) Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer 401(k) plan (6% match plus 3% employer contribution) Employee Assistance Program Wellness Program Jeans are welcome at work every day at AgWest! *Vacation accrual rates increase with tenure. Details about insurance and retirement benefits are available at: ************************************************* #LI-Onsite Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law. When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them. To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************

Who We Are Our mission is to enhance the lives of people by creating inspiring living environments. For over 35 years, Trumark has been a leading real estate development company with divisions in Colorado, Northern, Central, and Southern California. We strive to set ourselves apart from other builders by looking ahead. We ensure our products are the best for our homebuyers, that they fit into life today and in the future, and that the surroundings are inviting and purposeful. Overview We are looking for a dedicated and enthusiastic Mortgage Loan Processor to join our growing team. As a Mortgage Loan Processor, you will play a crucial role in ensuring a smooth and efficient loan process for our clients. You will be responsible for managing loan files from initial application through closing, ensuring accuracy and compliance with all relevant regulations. Your meticulous attention to detail and proactive approach will be essential in delivering exceptional service to our borrowers and partners. Responsibilities Review and verify loan application documentation for completeness and accuracy. Order and track appraisals, credit reports, title work, and other necessary documentation. Communicate effectively with borrowers, loan officers, underwriters, and closing agents to gather required information and resolve any issues. Maintain accurate and up-to-date loan files in our processing system. Ensure compliance with all federal, state, and company guidelines. Identify and resolve potential roadblocks in the loan process in a timely manner. Prepare loan files for underwriting and closing. Provide exceptional customer service throughout the loan process. Assist with other tasks as needed to support the loan origination team. Qualifications High school diploma or equivalent required; Associate's or Bachelor's degree preferred. 0-2 years of experience as a Mortgage Loan Processor or in a related field. Thorough understanding of mortgage loan processing procedures, documentation, and regulations (e.g., RESPA, TILA). Proficiency in using loan processing software and Microsoft Office Suite. Excellent organizational, time-management, and problem-solving skills. Strong attention to detail and accuracy. Exceptional written and verbal communication skills. Ability to work independently and as part of a team in a fast-paced environment. A commitment to providing outstanding customer service. Why Work for Trumark? Collaborate with a team that values you! Trumark offers a direct career path with an open seat for you at our table. We embody our mission to Live Well. Trumark Homes is dedicated to creating communities that foster an enthusiasm to connect, the strength to aspire and the compassion to give back. For approximately every 50 homes we build, we provide and serve approximately 200 people with fresh, clean water. Exceptional Medical Benefits (100% Employee + 60% Dependent). Monthly wellness stipend. 401k with company matching, we are helping you plan for future retirement. EEO Statement At Trumark Homes, we are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, genetic characteristic or information, age, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in employment decisions, including recruiting, hiring, compensation, promotion, benefits, disciplines, termination, job assignments, or training. Statement to Outside Staffing Agencies Trumark Companies ("Trumark") does not accept unsolicited resumes from recruiters, agencies, or any source other than directly from the candidate. Trumark will NOT pay any fees for placements resulting from unsolicited submissions. Trumark's recruiting department handles all recruiting/hiring processes - please do NOT contact other Trumark employees (including the hiring manager) directly to present candidates or to engage them for recruiting/staffing services. Only Trumark's recruiting department is authorized to engage in recruiting and staffing services; any unsolicited submissions or engagements by recruiters, agencies, or any other source will be deemed to have been made free of any charges, fees, or obligations.

Who We Are Our mission is to enhance the lives of people by creating inspiring living environments. For over 35 years, Trumark has been a leading real estate development company with divisions in Colorado, Northern, Central, and Southern California. We strive to set ourselves apart from other builders by looking ahead. We ensure our products are the best for our homebuyers, that they fit into life today and in the future, and that the surroundings are inviting and purposeful. Overview We are looking for a dedicated and enthusiastic Mortgage Loan Processor to join our growing team. As a Mortgage Loan Processor, you will play a crucial role in ensuring a smooth and efficient loan process for our clients. You will be responsible for managing loan files from initial application through closing, ensuring accuracy and compliance with all relevant regulations. Your meticulous attention to detail and proactive approach will be essential in delivering exceptional service to our borrowers and partners. Responsibilities Review and verify loan application documentation for completeness and accuracy. Order and track appraisals, credit reports, title work, and other necessary documentation. Communicate effectively with borrowers, loan officers, underwriters, and closing agents to gather required information and resolve any issues. Maintain accurate and up-to-date loan files in our processing system. Ensure compliance with all federal, state, and company guidelines. Identify and resolve potential roadblocks in the loan process in a timely manner. Prepare loan files for underwriting and closing. Provide exceptional customer service throughout the loan process. Assist with other tasks as needed to support the loan origination team. Qualifications High school diploma or equivalent required; Associate's or Bachelor's degree preferred. 0-2 years of experience as a Mortgage Loan Processor or in a related field. Thorough understanding of mortgage loan processing procedures, documentation, and regulations (e.g., RESPA, TILA). Proficiency in using loan processing software and Microsoft Office Suite. Excellent organizational, time-management, and problem-solving skills. Strong attention to detail and accuracy. Exceptional written and verbal communication skills. Ability to work independently and as part of a team in a fast-paced environment. A commitment to providing outstanding customer service. Why Work for Trumark? Collaborate with a team that values you! Trumark offers a direct career path with an open seat for you at our table. We embody our mission to Live Well. Trumark Homes is dedicated to creating communities that foster an enthusiasm to connect, the strength to aspire and the compassion to give back. For approximately every 50 homes we build, we provide and serve approximately 200 people with fresh, clean water. Exceptional Medical Benefits (100% Employee + 60% Dependent). Monthly wellness stipend. 401k with company matching, we are helping you plan for future retirement. EEO Statement At Trumark Homes, we are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, genetic characteristic or information, age, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in employment decisions, including recruiting, hiring, compensation, promotion, benefits, disciplines, termination, job assignments, or training. Statement to Outside Staffing Agencies Trumark Companies ("Trumark") does not accept unsolicited resumes from recruiters, agencies, or any source other than directly from the candidate. Trumark will NOT pay any fees for placements resulting from unsolicited submissions. Trumark's recruiting department handles all recruiting/hiring processes - please do NOT contact other Trumark employees (including the hiring manager) directly to present candidates or to engage them for recruiting/staffing services. Only Trumark's recruiting department is authorized to engage in recruiting and staffing services; any unsolicited submissions or engagements by recruiters, agencies, or any other source will be deemed to have been made free of any charges, fees, or obligations.

TempToFT Hire Up Staffing Services is partnering with a well-established loan brokerage to find an amazing Loan Processor to join their already successful team! The end of the year is always the busiest for them and with recent growth their loan volume has already doubled in size. They want someone who would like to join their family and become part of their success as well. Responsibilities include but not limited to: -Review loan file to verify procedures per guidelines. -Prepare loan disclosures in compliance with investor guidelines. -Ensure integrity of all data and process inputs. -Coordinate directly with investors and underwriters to ensure loan conditions are complete. -Order necessary documents and follow-up with vendors/third parties to obtain in timely manner. -Manage pipeline of loans within required performance standards for welcome, approval and status calls. -Obtain and review customer documents, and clear conditions commensurate with authority level. -Submit loans to underwriting for conditional review and full approval upon receipt of appraisal. -Partner with sales and underwriters on difficult and/or exception transactions. -Exceed customer expectations by providing highest level of customer service. Requirements include: -Ability to properly prepare loan disclosures including the TRID -Experience a MUST. Minimum of 2+ years current experience required -Familiar with, Fannie, Freddie, FHA, VA, USDA & HARP loan types -Excellent customer service and communication skills. -Ability to prioritize complex diversified responsibilities and multi-task in a fast paced environment. -Previous experience processing for a mortgage broker is a plus. -Requires organizational and time management skills to balance workload and meet deadlines. -Must be willing to assist teammates and build strong relationship with sales partners to achieve closing goals. How to Apply Please send your resume and salary history to rebecca@hireupss.com Salary: $40,000 - $50,000 Base or more depending on experience + Bonus

Join the OceanAir Crew! Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's ready to bring their A-game to our sunny California shores! PRIMARY PURPOSE: You'll be reviewing, preparing, and disbursing funds for refinances, purchases, and lines of credit. You'll also be the friendly face assisting members with questions and keeping our clerical duties smooth sailing. Your goal? Deliver an easy, breezy member experience that builds loyalty and trust. ESSENTIAL DUTIES: - Practice OceanAir's core values: Make It Right - We pledge to do the right thing for our members and community. Make It Easy - We offer simple financial solutions and efficient service. Make It Personal - We build deep relationships based on individual needs. - Work with internal and external teams to clear conditions before funding. - Review and approve closing statements and CDs. - Prepare wire instructions and verify loan details. - Review signed documents for accuracy and compliance. - Follow up on post-closing issues and resolve discrepancies. - Stay current on credit union and regulatory updates. - Input loan info, book loans, and set up servicing files. - Communicate with processors, loan officers, and escrow agents. - Serve as backup for Loan Servicing. - Know your RESPA/TRID stuff. - And of course, perform other awesome duties as assigned! REQUIRED SKILLS: - Know (or be excited to learn) OceanAir's products and services. - Understand mortgage loan funding and doc drawing. - Be a member service superstar-friendly, respectful, and responsive. - Be tech-savvy with email, Word, Excel, etc. - Use common sense and clear communication. - Be accurate, thorough, and timely. - Be a team player who welcomes feedback and collaboration. - Show up consistently and ready to shine! EDUCATION & EXPERIENCE: - High school diploma or GED. - 1-3 years of mortgage lending and/or funding experience. OTHER REQUIREMENTS: - Must register with NMLS (fingerprints and background check required). - Valid driver's license and current auto insurance. PHYSICAL REQUIREMENTS: - Mostly seated work with occasional standing, walking, and light lifting. - Frequent use of hands and fingers (for typing and high-fives). WORK ENVIRONMENT: - Bright, comfy indoor office with moderate noise and great vibes. WORK SCHEDULE: - 40 hours/week with occasional overtime or meetings. - Flexibility to work at other OceanAir locations if needed. TRAVEL: - Minimal overnight travel (up to 10%)-land or air. Ready to make a splash in your career? Apply today and become part of the OceanAir family, where your work matters and your growth is supported! Salary Description $23 - $34

TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members. TASKS, DUTIES, FUNCTIONS: Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment. Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products. Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures. Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business. Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks. Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards. Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes. Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance. Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values. Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position. Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency. Perform multiple internal queues and maintain service levels and regulatory requirements. Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success. Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively. Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty. Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system. Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations. Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business. Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented. Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur. Perform general account maintenance, which may include payment corrections. Perform post funding services, such as payoff requests and prepayment penalty calculations. Process loan payoffs, demands, and requests for reconveyance. Field inbound calls and member inquires. Must be able to perform amortizations of Commercial Loans. Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment. Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies. Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals. Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals. Perform additional duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics. EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred. EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required. KNOWLEDGE / SKILLS: Excellent PC skills, with the ability to learn and train in new software. Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts. Solid understanding of Commercial Loan Products Familiarity of business products, services and compliance requirements required. Excellent organizational, time management and communication (verbal and written) skills. Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same. Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities. Reliable work attendance Full-time hours required, with additional hours as necessary including weekends. Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within normal range. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 3/20/2025