Client Delivery Specialist - Loan Specialist
Loan specialist job in Minneapolis, MN
Application Deadline:
12/30/2025
Address:
50 S 6th Street
Job Family Group:
Commercial Sales & Service
This role is responsible for managing the end-to-end delivery of commercial loan products and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while maintaining strong client relationships.
Responsibilities:
Serve as a point of contact for commercial banking clients and internal partners during the loan process.
Provide expert guidance on commercial loan products, terms, and documentation requirements.
Ensure timely communication and proactive updates to clients and internal stakeholders that include Relationship Manager and Portfolio Managers, to name a few.
Tracks collection of client service fees and documents.
Collect, review, and validate financial statements, tax returns, and other required documentation.
Coordinate with underwriting and credit teams to facilitate loan approvals.
Maintain accurate records in loan management systems and ensure data integrity.
Ensure adherence to regulatory requirements, internal policies, and risk management standards.
Monitor loan conditions and escalate potential compliance or credit risks.
Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
Identifies process improvements to meet client needs more efficiently.
Provides input into the planning and implementation of operational programs.
Participates in audit and customer issues resolution
corrects issues or escalates per guidelines.
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Responds to and facilitates the resolution of client service requests.
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
3 - 5 years of relevant experience in Commercial Banking
Bachelor's degree preferred; Business Administration, Finance or Marketing preferred.
Experience with the commercial loan due diligence and closing process
Experience working with Relationship Managers and Portfolio Managers
Experience in collecting and reviewing client financial statements, including year end statements, tax returns, personal financial statements
Experience with Letters of Credit.
Must be well-versed in Excel, Adobe and managing PDF Documents.
Intermediate level of proficiency:
Product Knowledge
Regulatory Compliance
Data Analysis Reporting
Document Management
Microsoft Office
Problem-Solving
Collaboration
Detail-Oriented
Teamwork
Salary:
$54,000.00 - $99,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyHome Loan Specialist II
Loan specialist job in Saint Paul, MN
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
Easy ApplyClient Delivery Specialist - Loan Specialist
Loan specialist job in Minneapolis, MN
Application Deadline:
12/30/2025
Address:
50 S 6th Street
Job Family Group:
Commercial Sales & Service
This role is responsible for managing the end-to-end delivery of commercial loan products and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while maintaining strong client relationships.
Responsibilities:
Serve as a point of contact for commercial banking clients and internal partners during the loan process.
Provide expert guidance on commercial loan products, terms, and documentation requirements.
Ensure timely communication and proactive updates to clients and internal stakeholders that include Relationship Manager and Portfolio Managers, to name a few.
Tracks collection of client service fees and documents.
Collect, review, and validate financial statements, tax returns, and other required documentation.
Coordinate with underwriting and credit teams to facilitate loan approvals.
Maintain accurate records in loan management systems and ensure data integrity.
Ensure adherence to regulatory requirements, internal policies, and risk management standards.
Monitor loan conditions and escalate potential compliance or credit risks.
Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
Identifies process improvements to meet client needs more efficiently.
Provides input into the planning and implementation of operational programs.
Participates in audit and customer issues resolution
corrects issues or escalates per guidelines.
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Responds to and facilitates the resolution of client service requests.
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
3 - 5 years of relevant experience in Commercial Banking
Bachelor's degree preferred; Business Administration, Finance or Marketing preferred.
Experience with the commercial loan due diligence and closing process
Experience working with Relationship Managers and Portfolio Managers
Experience in collecting and reviewing client financial statements, including year end statements, tax returns, personal financial statements
Experience with Letters of Credit.
Must be well-versed in Excel, Adobe and managing PDF Documents.
Intermediate level of proficiency:
Product Knowledge
Regulatory Compliance
Data Analysis Reporting
Document Management
Microsoft Office
Problem-Solving
Collaboration
Detail-Oriented
Teamwork
Salary:
$54,000.00 - $99,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyCommercial Loan Servicer
Loan specialist job in New Brighton, MN
Full-time Description
Extensive administrative and clerical work primarily involved in providing quality and accurate file processing, loan documentation; support and assistance to Department personnel, internal and external lenders and borrowers, guarantors and/or members. A highly collaborative environment, fast paced, high diligence and critical thinking skills are essential. This is a growing department with future potential opportunities. Ensures quality, consistent, and timely customer service to all clients. Primary clients include borrowers, participants, internal and external staff, and third-party vendors.
ESSENTIAL RESPONSIBILITIES & DUTIES:
LEVEL I
Importing loans into software
Responsible for accurate input of loan data/information and disbursement into the commercial lending computer software system. This includes collateral, ticklers, contact information, insurance, property tax verification, UCC filings, etc.
Adding appropriate tickler tracking into software system
Create Loan Servicing File and Guarantor File and place documents in predetermined electronic order, using internal naming conventions.
Scan, rename and upload signed documents to the website or secure software portal for Credit Union access, using internal naming conventions.
Securing Servicing Agreements for each loan serviced and having signed by Chief Credit Officer
Obtaining Signatures from Lenders on documentation as needed
Fielding a variety of telephone or email correspondence from lenders and/or borrowers daily
Obtain, sort, deliver mail to appropriate parties within department and internal accounting department.
Obtain proof of adequate insurance for new loan files and enter into servicing software for tracking.
Property Tax Verification on new loans and enter into servicing software for tracking.
Additional duties as assigned.
LEVEL II (all of Level I plus)
Secure Website (SFTP) Monitoring & File creation
Upload docs and process as needed. (Rename/Save/build files/Print for Operations)
Update software/ticklers if needed.
Notify appropriate group if needed.
Processing Signed Closing Documents for Loan Renewals (including Change in Terms Agreements)
Add extra payment processing step entries into servicing software.
Site Visit coordination, ordering, reviewing and accurately entering into servicing software upon receipt.
Coordinate and Prepare Tickler letters for bi-annual mailing.
Email and phone calls to borrowers/guarantors between bi-annual mailings and document in servicing software.
Coordinate and Prepare Default letters for specified lenders as required.
Sending Documents to appropriate Title Division for recording if applicable
One-Time Tickler Reports for Credit Unions managed on a weekly basis.
Obtaining Recorded Documents and/or Final Title Policy to process and save for all necessary parties.
Make Review Changes (Risk Ratings and/or Code Changes) in software system and any necessary reports.
Ensure UCC filings are correct for new loans and filed in a timely manner. Also includes accurate entries into servicing software for continuous tracking.
Assist with tracking, requesting, and reporting on annual insurance requirements.
Assist with tracking, requesting, and reporting on annual property tax requirements.
Accurately process mailed, emailed, faxed, dropped off financials and accurately enter into servicing software.
Add new county information into servicing software.
Tracking of lender maturity dates and notify lenders each month.
Additional duties as assigned.
LEVEL III (all of Levels I & II plus)
Tracking and adjusting of interest rate changes in servicing software.
Post-close UCC tracking and filing of continuations, amendments, and terminations.
Document work processes by assisting in the creation of new and existing established procedures.
Updating monthly balances in software system via import (as back up to Payment Processing team)
Able to Train Others on all Level Items.
Able and willing to provide assistance on all Level Items.
Coordinate and lead necessary and/or requested meetings with lenders.
Create and maintain working relationships with all servicing lenders.
Drafting of release documents (as back up to Documentation team)
Track, process and enter paid in full loans in servicing software and all saved directories (internal and external)
Able to answer basic payment processing questions from incoming telephone calls.
Add new user information into servicing software.
Create and implement import configurations into servicing software for various projects (i.e., Lender acquisitions)
The ability to manage a large workload, critical thinking skills, follow-through and development of efficiencies are necessary at this level.
Additional duties as assigned.
OTHER DUTIES, KNOWLEDGE, SKILLS, ABILITIES:
Required:
Possess experience working with commercial loan servicing software and familiarity with commercial loan structure. Ability to input data accurately and efficiently into computer software systems.
Ability to work under the stress of meeting examination deadlines while ensuring compliance with all policies, procedures, and legal and ethical guidelines.
Ability to exchange information and to report facts and technical information clearly and concisely.
Ability to attend accurately to many details in a timely manner.
Ability to prioritize competing tasks and work independently.
Possess proficient knowledge of Microsoft Office Applications (e.g., Excel, Teams, Outlook, Word, etc.)
Ability and willingness to work overtime hours as requested.
Ability to read and interpret documents to include procedure and instructional manuals and documents.
Ability to author routine reports and correspondence.
Ability to calculate figures and amounts and demonstrate understanding of the processes to include, but not be limited to accurately add, subtract, multiply and divide all units of measure, to compute rates and percentages and to perform arithmetic operations involving monetary units with a calculator, discounts, interest, commissions, proportions, payments, percentages, area, circumference, and volume.
Ability to apply common sense understanding to conduct instructions furnished in written, oral or diagram form.
COMPENSATION: $21.12 - $25.27 per hour.
Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.
General Description of Benefits:
All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay.
Requirements
PREFERRED QUALIFICATIONS:
Education: High School Diploma, GED or Equivalent
Experience: 2-4 years commercial lending with an understanding of terminology. Familiarity with Commercial FICS and understanding of commercial loan structure a plus
Licenses/Certifications: None
Commercial Loan Servicer
Loan specialist job in Saint Paul, MN
Job DescriptionDescription:
Extensive administrative and clerical work primarily involved in providing quality and accurate file processing, loan documentation; support and assistance to Department personnel, internal and external lenders and borrowers, guarantors and/or members. A highly collaborative environment, fast paced, high diligence and critical thinking skills are essential. This is a growing department with future potential opportunities. Ensures quality, consistent, and timely customer service to all clients. Primary clients include borrowers, participants, internal and external staff, and third-party vendors.
ESSENTIAL RESPONSIBILITIES & DUTIES:
LEVEL I
Importing loans into software
Responsible for accurate input of loan data/information and disbursement into the commercial lending computer software system. This includes collateral, ticklers, contact information, insurance, property tax verification, UCC filings, etc.
Adding appropriate tickler tracking into software system
Create Loan Servicing File and Guarantor File and place documents in predetermined electronic order, using internal naming conventions.
Scan, rename and upload signed documents to the website or secure software portal for Credit Union access, using internal naming conventions.
Securing Servicing Agreements for each loan serviced and having signed by Chief Credit Officer
Obtaining Signatures from Lenders on documentation as needed
Fielding a variety of telephone or email correspondence from lenders and/or borrowers daily
Obtain, sort, deliver mail to appropriate parties within department and internal accounting department.
Obtain proof of adequate insurance for new loan files and enter into servicing software for tracking.
Property Tax Verification on new loans and enter into servicing software for tracking.
Additional duties as assigned.
LEVEL II (all of Level I plus)
Secure Website (SFTP) Monitoring & File creation
Upload docs and process as needed. (Rename/Save/build files/Print for Operations)
Update software/ticklers if needed.
Notify appropriate group if needed.
Processing Signed Closing Documents for Loan Renewals (including Change in Terms Agreements)
Add extra payment processing step entries into servicing software.
Site Visit coordination, ordering, reviewing and accurately entering into servicing software upon receipt.
Coordinate and Prepare Tickler letters for bi-annual mailing.
Email and phone calls to borrowers/guarantors between bi-annual mailings and document in servicing software.
Coordinate and Prepare Default letters for specified lenders as required.
Sending Documents to appropriate Title Division for recording if applicable
One-Time Tickler Reports for Credit Unions managed on a weekly basis.
Obtaining Recorded Documents and/or Final Title Policy to process and save for all necessary parties.
Make Review Changes (Risk Ratings and/or Code Changes) in software system and any necessary reports.
Ensure UCC filings are correct for new loans and filed in a timely manner. Also includes accurate entries into servicing software for continuous tracking.
Assist with tracking, requesting, and reporting on annual insurance requirements.
Assist with tracking, requesting, and reporting on annual property tax requirements.
Accurately process mailed, emailed, faxed, dropped off financials and accurately enter into servicing software.
Add new county information into servicing software.
Tracking of lender maturity dates and notify lenders each month.
Additional duties as assigned.
LEVEL III (all of Levels I & II plus)
Tracking and adjusting of interest rate changes in servicing software.
Post-close UCC tracking and filing of continuations, amendments, and terminations.
Document work processes by assisting in the creation of new and existing established procedures.
Updating monthly balances in software system via import (as back up to Payment Processing team)
Able to Train Others on all Level Items.
Able and willing to provide assistance on all Level Items.
Coordinate and lead necessary and/or requested meetings with lenders.
Create and maintain working relationships with all servicing lenders.
Drafting of release documents (as back up to Documentation team)
Track, process and enter paid in full loans in servicing software and all saved directories (internal and external)
Able to answer basic payment processing questions from incoming telephone calls.
Add new user information into servicing software.
Create and implement import configurations into servicing software for various projects (i.e., Lender acquisitions)
The ability to manage a large workload, critical thinking skills, follow-through and development of efficiencies are necessary at this level.
Additional duties as assigned.
OTHER DUTIES, KNOWLEDGE, SKILLS, ABILITIES:
Required:
Possess experience working with commercial loan servicing software and familiarity with commercial loan structure. Ability to input data accurately and efficiently into computer software systems.
Ability to work under the stress of meeting examination deadlines while ensuring compliance with all policies, procedures, and legal and ethical guidelines.
Ability to exchange information and to report facts and technical information clearly and concisely.
Ability to attend accurately to many details in a timely manner.
Ability to prioritize competing tasks and work independently.
Possess proficient knowledge of Microsoft Office Applications (e.g., Excel, Teams, Outlook, Word, etc.)
Ability and willingness to work overtime hours as requested.
Ability to read and interpret documents to include procedure and instructional manuals and documents.
Ability to author routine reports and correspondence.
Ability to calculate figures and amounts and demonstrate understanding of the processes to include, but not be limited to accurately add, subtract, multiply and divide all units of measure, to compute rates and percentages and to perform arithmetic operations involving monetary units with a calculator, discounts, interest, commissions, proportions, payments, percentages, area, circumference, and volume.
Ability to apply common sense understanding to conduct instructions furnished in written, oral or diagram form.
COMPENSATION: $21.12 - $25.27 per hour.
Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.
General Description of Benefits:
All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay.
Requirements:
PREFERRED QUALIFICATIONS:
Education: High School Diploma, GED or Equivalent
Experience: 2-4 years commercial lending with an understanding of terminology. Familiarity with Commercial FICS and understanding of commercial loan structure a plus
Licenses/Certifications: None
Loan Documentation Specialist II
Loan specialist job in Saint Louis Park, MN
We are seeking a detail-oriented Loan Documentation Specialist II to join our Loan Administration team. Reporting to the Loan Documentation Lead, the Loan Documentation Specialist II performs a variety of functions associated with the origination of new loans and renewals/modifications of existing loans. This position requires responsiveness to our borrowers and lending staff to ensure the timeliness of loan closings. Accuracy is required to reduce risk to the bank and remain in compliance with laws and regulations.
RESPONSIBILITIES:
* Prepare, review and process documentation for all commercial and consumer loans to ensure terms of documents are in accordance with committee approved request and following bank policy, lending practices and regulatory statutes. May include communication with outside counsel related to document preparation and other due diligence.
* Preparation of Participation Agreement and Letter of credit documentation, renewals, and modifications.
* Complete CRA and HMDA requirements for documentation and compliance reporting.
* Administer the loan booking process on core and document imaging software, includes new loans and modifications for (CRE Multi-family, C&I, Construction development, and other commercial renewals) and consumer loans.
* Perform initial loan funding using WireXchange and/or internal funding on the core loan system while ensuring accuracy of funds disbursed utilizing an internal checklist.
* Perform balancing of GL's related to loan booking.
* Communicate effectively and collaboratively with internal partners to ensure tasks are completed accurately and timely.
QUALIFICATIONS:
* 4-6 years of Commercial and Consumer loan processing and/or documentation experience
* LaserPro experience
* Experience working with Microsoft 365 environment
* Strong oral and written communication skills
* High attention to detail and knowledge of rules, regulations and policies relating to loan documentation
* Fiserv Premier/FIS experience preferred
* Bachelor's degree preferred
ABOUT BRIDGEWATER BANK:
Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
COMPENSATION & BENEFITS:
The typical annual base pay range for this role is between $31.25/hr. - $32.21/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Parental leave
* 401(k) with employer match
* Paid vacation & paid holidays
PLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
STATUS: Non-Exempt
Experienced Loan Officer for State Chartered Bank
Loan specialist job in Minneapolis, MN
The EMAC Group is a provider of mortgage recruiting services, we offer an extensive network of mortgage professionals and proven expertise developed over 20 years of experience identifying, attracting and recruiting mortgage talent for our clients.
Job Description
Our Client is a State Chartered Bank is focused on growing market share in Minneapolis. Bank is hiring talented Mortgage Loan Officers with a track record of identify new borrowers, develop and maintain a quality network of referral partners that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts.
Bank leads area available to the ideal candidate, Mortgage Loan Officers will participate in business development opportunities with bank customer, internal staff and community to promote home ownership. You will be responsible for new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information.
It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
Minimum Qualifications:
Currently in the mortgage industry
Actively relationships with referral partners and existing customer database.
A track record of success as a Mortgage Loan Originator
Compensation:
Very competitive Production Commission Structure
Qualifications
Required Qualifications:
BA/BS degree or equivalent experience in residential mortgage sales preferred
Three plus years of retail residential mortgage sales experience
Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)
Established relationships with local referral networks
Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
Strong computer skills and experience utilizing laptop technology
Successful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Additional Information
Please contact Tabitha Wolf at: ************
Consumer Loan Servicing Representative
Loan specialist job in Saint Paul, MN
Role: Consumer Loan Servicing Representative performs a variety of support duties including assisting members and employees with questions regarding lending products and services by phone, messages, chats, and email. Weekly schedule includes Saturday rotation.
Job Type: Full Time, Hybrid eligible: must work in office 3 days per week including Monday & Friday; Hybrid schedule subject to change
Major Duties and Responsibilities
Answers incoming phone calls and chats about servicing current consumer loans
Assists members by taking payments over the phone through SWBC
Assists members with payment options, set up and changes
Completes requests for payment reversals/recasts
Initiates Payment Deferral Program requests
Collects and reviews proof of insurance for auto loans
Assists members with CPI placement and waivers
Provides pay-offs for members and third parties
Completes Letters of Guarantee requests for insurance companies
Gathers loan information and files Gap and CUNA claims
Assists members with questions on loan products, promotions, and offers
Completes Q2 digital banking messages
Performs other duties as assigned to support effective department operations
Other Duties
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Exhibit Blaze's Core Value's: Better Lives, Thoughtfully Compassionate, Minnesota's Best, and Give Back
Regular and predictable attendance
Perform other duties as requested
Requirements
Experience/Education/Certifications/Licenses
Minimum high School degree or equivalent
Minimum 1-year financial institution experience
Customer Service experience preferred
Demonstrated Knowledge
Strong verbal and written communication skills
Computer skills including Microsoft products
Knowledge of DNA core financial platforms desire
Ability to work in a fast-paced environment and manage multiple tasks
Communication Skills
Ability to proactively respond to members/employees to problem-solve based on guidelines; written communications are based on templates but can be modified.
Physical Requirements
Ability to sit and stand; answer calls; operate computer; interact with internal employees and members on the phone; travel to designated offices; lift up to 20 lbs.
Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. 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.
We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations.
The salary range for this position is: $21.31 - $25.00/hour. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.
Salary Description 21.31-25
Real Estate Loan Processor
Loan specialist job in Faribault, MN
Hours: Monday-Friday 8:30am - 5:00pm
Join our team at HomeTown Credit Union as a full-time Real Estate Loan Processor in Faribault, MN, where your attention to detail and organizational skills will shine. You'll play an integral role in helping our members achieve their home ownership dreams while navigating the complexities of loan processing with the highest standards of compliance and integrity. Being onsite, you will enjoy a collaborative and professional work environment that values excellence, making each day rewarding. We are offering a competitive pay range of $21.00 - $24.50 per hour, reflective of your skill and experience.
You will be offered great benefits such as medical, dental, vision, 401(k) + company match, health savings account + company contribution, paid time off, employee discounts, volunteer paid time, plus company-paid benefits which include life insurance and long-term disability insurance.
Take the next step in your career and apply today!
HomeTown Credit Union: What drives us
Celebrating over 50 years of providing financial wellness to our surrounding communities! At HomeTown Credit Union, we make a difference for our staff, members, and the community by living out our Core Values of Integrity, Commitment, Member Advocacy, Education and Community.
Your role as a Real Estate Loan Processor
As a Real Estate Loan Processor at HomeTown Credit Union, you can expect a structured and engaging day-to-day experience. Your primary responsibilities will involve reviewing loan applications, verifying financial information, and ensuring compliance with lending regulations. You will work closely with internal staff and members, providing exceptional service and addressing any inquiries they may have regarding their loan status.
Daily tasks will also include coordinating with underwriters and preparing loan documentation for approval. Attention to detail is crucial, as you will need to meticulously ensure all paperwork is accurate and complete. Additionally, you will participate in team meetings to discuss ongoing projects and improve processes.
Your scheduled hours will be Monday through Friday, from 8:30 am to 5:00 pm, allowing for a consistent work-life balance while being part of a supportive and professional team environment.
Are you a good fit for the Real Estate Loan Processor job?
To excel as a full-time Real Estate Loan Processor at HomeTown Credit Union, a combination of education, experience, and essential skills is crucial. Candidates should possess a high school diploma or equivalent, with an associate's degree in business administration preferred. At least one year of related work experience and a year of customer service exposure are necessary. Proficiency in Microsoft Office applications, particularly Outlook, Word, and Excel, is required. Successful applicants will have a solid understanding of the Credit Union service industry and demonstrate excellent customer service skills.
A collaborative attitude, adaptability to change, and the ability to thrive in high-pressure situations will set you apart. Strong analytical, organizational, and time management skills are essential for independent work. Additionally, the ability to actively listen, communicate effectively, and maintain composure in stressful settings is vital. A self-motivated approach with a commitment to continuous improvement will enhance your success in this role.
Ready to join our team?
So, what do you think? If this sounds like the right position for you, take the next step in your career and apply today to be part of a team that values integrity and excellence!
Home Town Federal Credit Union is an equal opportunity employer and complies with applicable employment laws. EOE/M/F/Vet/Disabled are encouraged to apply.
Home Town Federal Credit Union will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Any offers of employment are contingent upon completion and favorable results of a credit review, criminal background check, and drug screen. Minnesota is an at-will employer state.
Mortgage Loan Closer
Loan specialist job in Minnetonka, MN
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Mortgage Closer position monitors and manages the closing of mortgage files to title companies. This position will have knowledge of the mortgage loan process, along with performing the due diligence needed to ensure closing is complete and accurate. This position will maintain a client focus and will partner with mortgage closers, mortgage processors, underwriting, compliance, and sales team members to deliver a superior client experience.
WHAT YOU'LL BE DOING:
Review closing file for completeness and accuracy. Including purchase agreement, appraisal, title, and property insurance.
Prepare and deliver closing instructions.
Ensure all Investor/Agency requirements are met.
Verify and update applicable fees and prepare funding documentations.
Data input including vesting and property details, closing conditions, investor specific data, 4506C data entry, and FHA/VA/USDA/BOND documentation entry.
Coordinate final approval and closing conditions to the Title Companies.
Prepare balance sheet for loan funding and reconcile proceeds check from closing.
Ability to close multi-state loans meeting state specific lending guidelines.
Assist with work escrow release requirements.
Obtain, review, and clear required approval conditions.
Prepare fees, monitor, and track closing disclosures.
Identify and implement process improvements that enhance the client experience and build scale.
WHAT YOU SHOULD HAVE:
Minimum of 3 years mortgage closing experience or equivalent mortgage experience.
High-level commitment to accuracy and detail.
Demonstrate the ability to manage high volume, time sensitive transactions and situations.
Ability to carry out the work of mortgage programs and projects, to include availability to work after hours to support business needs.
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:
$26.00 - $31.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value 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.
Experienced Mortgage Loan Officer
Loan specialist job in Saint Paul, MN
The EMAC Group is a provider of mortgage recruiting services, we offer an extensive network of mortgage professionals and proven expertise developed over 20 years of experience identifying, attracting and recruiting mortgage talent for our clients.
Job Description
Our Client is a State Chartered Bank is focused on growing market share in Minneapolis. Bank is hiring talented Mortgage Loan Officers with a track record of identify new borrowers, develop and maintain a quality network of referral partners that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts.
Bank leads area available to the ideal candidate, Mortgage Loan Officers will participate in business development opportunities with bank customer, internal staff and community to promote home ownership. You will be responsible for new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information.
It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
Minimum Qualifications:
Currently in the mortgage industry
Actively relationships with referral partners and existing customer database.
A track record of success as a Mortgage Loan Originator
Compensation:
Very competitive Production Commission Structure
Qualifications
Required Qualifications:
BA/BS degree or equivalent experience in residential mortgage sales preferred
Three plus years of retail residential mortgage sales experience
Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)
Established relationships with local referral networks
Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
Strong computer skills and experience utilizing laptop technology
Successful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Additional Information
Please contact Tabitha Wolf at: ************
Commercial Loan Coordinator
Loan specialist job in Bloomington, MN
The Commercial Loan Coordinator (CLC) plays a crucial role in supporting our Commercial Bankers and their customers. Primary responsibilities include providing exemplary customer service to our commercial customers to assist them with various types of inquires as well as serving as the primary coordinator for the entire commercial loan process, from initial application processing to closing, funding and preparing the transaction for booking. This position is essential for ensuring all customer requests progress smoothly and efficiently and therefore requires excellent customer service skills, effective time management, and the ability to work in a fast-paced environment.
The CLC is also responsible for managing the loan process, coordinating activities with the Commercial Banker and Loan Closer and ensuring that between the Loan Closer and the CLC, all necessary documentation is collected and entered accurately into the Loan Origination System (LOS). In this role, the CLC will assist borrowers in gathering required documentation and oversee compliance and customer verifications.
Primary Duties:
Customer Service
Provide exemplary customer service while assisting customers and Bankers.
Assist with Commercial Lending communications, including responding to incoming telephone calls, electronic mail, and voice mail.
Work with internal departments to ensure customer needs are met for services such as Business Online Banking, Deposit Accounts, Sweeps, etc.
Work with the appropriate departments to research and resolve questionable matters for customers.
Provide support and assistance, and other related duties as assigned, in support of the daily functions of the Commercial Banking team.
Commercial Loan Process
Assists with the commercial loan process by interacting with commercial customers using multiple communication strategies.
Reviews loan application requests and identifies necessary information needed to process loan and/or modification requests. Requests and collects due diligence activities and third-party reports (appraisals, environmentals, UCC, title work, articles of good standing, entity documentation, financial information, credit report, etc.) and provides them to the Commercial Banker or applicable party for review.
Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B, flood and other banking regulations.
Assists Banker with the collection of all required customer financial information (pre-and post-approval). Enters certain applicable information into LOS System and is accountable for its accuracy.
Provides accurate and timely loan applications and required due diligence information to commercial loan closers in order to receive a complete loan documentation package and clear to close instructions for all commercial loan closings.
Completes funding of closed loans, processes income and expense fees per procedures.
Images all necessary documents including but not limited to, pre-closing due diligence, loan documentation and financial information, in the Bank's imaging system to build an electronic credit file (with system).
Prepare and submit accurate and complete files to Loan Operations for booking on the Bank's core system in accordance with the Post-Closing Workflow Service Level Agreement.
Establishing, Monitoring, and Maintaining Loan Portfolio
Set up and maintain customer records on all applicable systems for new and existing relationships.
Set up or maintain the relationships as required for the Bank Secrecy Act.
Forward billings for third party services to Loan Operations in a timely manner.
Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe.
Monitors and acts daily, weekly and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity. Process construction loan disbursements in collaboration with the Banker, Customer and the Construction Loan Administrator.
Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to request coming due or past due financial information and assist with the monitoring of coming due and past due annual reviews or covenant checks.
Ensure accurate information requests on bi-annual customer financial letters.
Notify and/or forward to the Correspondent Banking Department all documentation that is received for sold loans.
Perform the following processes accurately, timely and in the appropriate manner:
Prepare wire transfer forms
Prepare cashier's checks
Perform BTE transfers
Prepare Payoff Letters
Ship documents via FedEx or UPS
Utilize Power PDF to modify documents as needed
Other Expectations
Serve as a notary public.
Participate in internal and external training to maintain knowledge of Bank products, credit activities and regulations, and other appropriate training as required.
Demonstrated acceptable personal monetary responsibility.
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
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.
Prompt and reliable attendance.
Perform other duties as assigned.
Job Skills Required:
Bachelor's degree in business administration, finance, or similar field; or equivalent amount of experience in the finance or banking industry
Commercial banking support experience preferred.
Knowledge and experience of Commercial lending and banking regulations is a plus.
Excellent analytical, decision-making and effective problem resolution skills.
Must be proactive and willing to take initiative to complete tasks in a timely manner and with a sense of urgency.
Excellent organizational and time management skills with high attention to detail and accuracy.
Ability to work productively and efficiently without direct supervision.
Ability to multi-task with multiple priorities, interruptions and possible short-term deadlines.
Ability to be flexible in a dynamic and challenging environment characterized by sometimes changing priorities and react to those changes productively.
Ability to work well in a collaborative, cohesive and cooperative team environment.
Ability to communicate effectively and professionally with third party vendors, co-workers and customers.
Proficient computer skills, including Windows, Excel, Word, and Outlook. Ability to quickly become proficient in complex systems.
Loan Service Representative
Loan specialist job in Maple Grove, MN
TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Loan Servicing team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.
Loan Service Representatives are responsible for reviewing & processing consumer loan files to ensure compliance with TopLine Policies & Procedures as well as all state and federal regulations. They are also responsible for the post-closing servicing of both direct and indirect consumer loans. This position also provides support to branch personnel in regards to the processing and closing of consumer loans
A successful Loan Service Representative will be able to do:
Reviews all consumer loan files for compliance to help ensure quality.
Clearly document and follow up on any corrections to loan documents that need to be completed.
Ensure that lien perfections are completed in a timely manner.
Maintain complete and accurate files pertaining to consumer loans including, but not limited to, applications, documents, collateral tracking and filing, insurance records, recording of documents, and other documentation.
Conduct loan file maintenance for all loan products.
Complete paid in full report including releasing liens.
Provide assistance to branch personnel and/or members resolving any account related issues.
Performs other related duties and special projects as required or assigned.
Qualifications:
6 months to 1 year loan processing/closing experience is desired.
Previous clerical or customer service experience essential.
Excellent verbal and written communication skills.
Current knowledge of consumer loan regulations and policies relating to processing is essential.
Detail oriented with good organizational skills essential and ability to work independently.
Salary Range: $23.63 - 29.53 (hourly)
Benefits:
401(k) with Employer Match
Dental
Disability Insurance
Employee Perks
Flexible Spending Accounts
Life Insurance
Medical
Paid Holidays
Paid Time Off
Pet Insurance
Referral Program
Vision
Ready to take the next step with us, apply now at **********************************
At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.
Auto-ApplyMortgage Loan Processor
Loan specialist job in Arden Hills, MN
Frandsen Bank & Trust has an exciting opportunity to work as a Mortgage Loan Processor at our Arden Hills, MN location. Key Responsibilities of the job include the following:
Review the loan application and organize the loan file.
Order property-related services.
Collect and verify borrower documentation.
Prepare and finalize early disclosures.
Manage the flow of incoming applications for designated Originators.
Resolve issues and discrepancies quickly.
Ensure compliance and regulations are adhered to.
Skills
Attention to detail and accuracy.
Communication skills.
Organizational and time management skills.
Problem-solving and issue resolution.
Knowledge of mortgage processes and regulations.
Ability to process 40+ loans per month with minimal exceptions (Preferred).
Familiar with processing and Investor guidelines (Preferred).
Community banking background (Preferred).
Education and Experience
High school diploma and some college courses or Associates degree preferred.
Experience: 3+ years of mortgage processing experience required.
Salary range for this role is $21.00 to $27.00 per hour, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Mortgage Closer
Loan specialist job in Lake Elmo, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $18.25/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Mortgage Closer. The Mortgage Closing Processors are responsible for providing excellent customer service to both our internal and external clients. Duties include, but are not limited to, efficient pipeline management, issuance of closing disclosures to Borrowers in accordance with TRID Regulatory and ONB guidelines, working closely with title companies to balance closing disclosures, delivery of the final closing documents and funding via wire transfers. Mortgage Closing Processors must be able to work in a fast-spaced environment and be able to pivot as needed to address closing problems or last-minute changes timely and professionally.
Key Accountabilities
Provide Exceptional Customer Service:
* Contact internal customers or other 3rd parties as needed to resolve closing issues or discrepancies with clear and concise communication.
* Respond promptly and professionally to all internal and external customers
Accuracy and Attention to Detail:
* Review all documentation in the file for accuracy. Request updated documentation as needed.
* Accurate preparation of the initial and final closing disclosure to include balancing the closing disclosure with the title company.
* Accurate preparation of closing documents in accordance with loan product requirements, established compliance and regulatory guidelines and internal policies and procedures.
* Manage last minute closing changes or problems timely, accurately and professionally.
Exceptional Pipeline Management and Organizational Skills:
* Effectively manage pipeline to ensure initial closing disclosures, redisclosures and final closing documents are delivered within established SLA's and regulatory timing requirements.
* Organization in this role is critical to ensure closing documents and wire funds are delivered timely to title companies and attorneys to avoid closing delays.
Key Competencies for Position
Make Decisions & Solve Problems: Take ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborate and seek to understand the root causes of problems. Evaluate the implications of new information or events and recommend solutions using decisions that are sound based on what is known at the time. Take action that is consistent with available facts, constraints and probable consequence.
Promote Change: Actively seeks information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
Delight Clients: Passionately serve internal/external clients with excellence. Maintain a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understand data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurture client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Lead Inclusively: Seek diverse relationships to learn more about people from other cultures and backgrounds. Gather information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g., social norms, decision-making approaches, and preferences). Advocate for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses.
Develops Talent: You own your development and career. Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
Qualifications and Education Requirements
* High School Diploma or GED
* 1-3 years first lien mortgage experience with first lien mortgage loan closing experience preferred
* Operate standard office equipment
* Ability to multi-task and work in a fast-paced environment while maintaining a positive attitude
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyHome Loan Specialist I
Loan specialist job in Saint Paul, MN
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
Easy ApplyMortgage Closer
Loan specialist job in Minneapolis, MN
The Mortgage Closer is responsible for preparing, reviewing, and finalizing mortgage loan closing packages to ensure accuracy, compliance, and timely funding. This role serves as a critical liaison between borrowers, title companies, and internal teams to deliver an exceptional closing experience while adhering to regulatory and institutional standards.
Responsibilities
Prepare and disclose the initial Closing Disclosure to customers in accordance with TRID regulations.
Manage and maintain a pipeline of 50+ loans during peak periods.
Accurately prepare closing documents following agency, investor and state/federal guidelines
Coordinate with internal partners and title closers to ensure timely and accurate delivery of final Closing Disclosure and loan documents.
Verify that all underwriting conditions are satisfied prior to closing.
Balance funding wires with title closers to ensure accurate disbursement.
Manage and complete files in the pipeline according to company policy.
Review and validate closing documents by verifying and entering required information.
Maintain a positive and collaborative approach to improve department operations and contribute to team success.
Bell Bank Culture, Policy and Accountability Standards:
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
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.
Prompt and reliable attendance.
Perform other duties as assigned.
Education, Experience, and Other Expectations
High school diploma or GED required; associate or bachelor's degree preferred.
2-3 years of experience in mortgage closing.
Experience with Encompass or similar mortgage software required.
Skills and Knowledge
Familiarity with RESPA, TILA, Fair Lending, and state laws.
Knowledge of FNMA, FHLMC, FHA and VA guidelines.
Strong written and verbal communication skills.
Detail-oriented with a strong emphasis on accuracy and compliance.
Excellent interpersonal skills and commitment to delivering a positive borrower experience.
Ability to work in a fast-paced environment while maintaining composure and accuracy.
Loan Closer
Loan specialist job in Arden Hills, MN
Frandsen Bank & Trust is a growing community-oriented company looking for a Loan Closer to work at our Arden Hills office. This position must provide a high level of professional communication, attention to detail, and possess organizational and time management skills.
Job Duties:
Prepare and review loan documents with accuracy including Closing Disclosures and closing packages
Prepare and finalize closing disclosures and documents
Obtain and review closing conditions per underwriting
Manage the flow of incoming closing requests
Resolve issues and discrepancies quickly
Ensure compliance and regulations are adhered to
Compile and finalize post-closing loan programming requirements for boarding to core system
Required Skills
Attention to detail and accuracy
Communication skills
Organizational and time management skills
Problem-solving and issue resolution
Knowledge of mortgage processes and regulations
Preferred Skills:
Ability to close 40+ loans per month with minimal exceptions
Familiar with TRID and HMDA regulations
Community banking background
Education:
High school diploma and some college (preferred)
Associate's degree (preferred)
Experience:
3+ years of mortgage closer experience required
Salary range for this role is $21.00 to $27.00 per hour, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Mortgage Closer
Loan specialist job in Lake Elmo, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $18.25/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Mortgage Closer. The Mortgage Closing Processors are responsible for providing excellent customer service to both our internal and external clients. Duties include, but are not limited to, efficient pipeline management, issuance of closing disclosures to Borrowers in accordance with TRID Regulatory and ONB guidelines, working closely with title companies to balance closing disclosures, delivery of the final closing documents and funding via wire transfers. Mortgage Closing Processors must be able to work in a fast-spaced environment and be able to pivot as needed to address closing problems or last-minute changes timely and professionally.
Key Accountabilities
Provide Exceptional Customer Service:
Contact internal customers or other 3
rd
parties as needed to resolve closing issues or discrepancies with clear and concise communication.
Respond promptly and professionally to all internal and external customers
Accuracy and Attention to Detail:
Review all documentation in the file for accuracy. Request updated documentation as needed.
Accurate preparation of the initial and final closing disclosure to include balancing the closing disclosure with the title company.
Accurate preparation of closing documents in accordance with loan product requirements, established compliance and regulatory guidelines and internal policies and procedures.
Manage last minute closing changes or problems timely, accurately and professionally.
Exceptional Pipeline Management and Organizational Skills:
Effectively manage pipeline to ensure initial closing disclosures, redisclosures and final closing documents are delivered within established SLA's and regulatory timing requirements.
Organization in this role is critical to ensure closing documents and wire funds are delivered timely to title companies and attorneys to avoid closing delays.
Key Competencies for Position
Make Decisions & Solve Problems: Take ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborate and seek to understand the root causes of problems. Evaluate the implications of new information or events and recommend solutions using decisions that are sound based on what is known at the time. Take action that is consistent with available facts, constraints and probable consequence.
Promote Change: Actively seeks information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
Delight Clients: Passionately serve internal/external clients with excellence. Maintain a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understand data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurture client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Lead Inclusively: Seek diverse relationships to learn more about people from other cultures and backgrounds. Gather information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g., social norms, decision-making approaches, and preferences). Advocate for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses.
Develops Talent: You own your development and career. Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
Qualifications and Education Requirements
High School Diploma or GED
1-3 years first lien mortgage experience with first lien mortgage loan closing experience preferred
Operate standard office equipment
Ability to multi-task and work in a fast-paced environment while maintaining a positive attitude
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyConsumer Loan Officer
Loan specialist job in Maple Grove, MN
TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Maple Grove Arbor Lakes team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.
Consumer Loan Officer are responsible for establishing and/or strengthening member relationships by providing information on credit union services and identifying and acting on cross-sales and referral opportunities. Promotes and participates in a sales and service culture which endorses TopLine's mission of exceeding member expectations. Consistently provides Red Book Service while communicating effectively and professionally in each interaction with members and staff.
A successful Consumer Loan Officer will be able to do:
Provide top notch customer service to our members by providing a warm, friendly face and delivering personal service to meet each member's individual needs.
Work with members to take loan applications and originate and close consumer loans (including auto, personal, credit card, and boat & RV loans) and home equity loans
Cross-sell consumer credit union products and services (such as GAP warranty and debt protection) to qualified members. Lenders will also work to meet personal and branch monthly production goals for loan products.
Open and close personal and business accounts such as Money Market accounts, Certificates of Deposit, checking accounts, and savings accounts.
Help branch staff and members in resolving account-related problems.
Qualifications:
A High School degree or equivalent
A minimum of 2 years of lending and/or sales experience.
Ability to work with numbers and the ability to work well under pressure.
Capability to work independently, prioritize, and meet monthly goals.
Great customer service and communication skills.
Salary Range: $18.50 - $23.13 (hourly)
How are Consumer Loan Officer paid?
Our Member Service Specialist get paid a competitive base wage plus a generous monthly incentive payout. The best part is that there is no earning cap so there is no limit on how much you can earn!
Benefits:
401(k) with Employer Match
Dental
Disability Insurance
Employee Perks
Flexible Spending Accounts
Life Insurance
Medical
Paid Holidays
Paid Time Off
Pet Insurance
Referral Program
Vision
Ready to take the next step with us, apply now at **********************************
At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.
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