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Loan specialist jobs in Elkhart, IN

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  • Duct and Insulation Specialist

    Help Home Services

    Loan specialist job in Cincinnati, OH

    We are seeking a motivated and reliable Duct and Insulation Lead Installer to join our team. This role is responsible for installing insulation in residential projects, ensuring high-quality work, energy efficiency, and customer satisfaction. The ideal candidate has experience in residential HVAC duct work, and insulation and is comfortable working with a high level of integrity in confined spaces. Key Responsibilities Review daily work schedule and ensure truck is stocked with insulation materials, tools, and equipment. Install ducting on HVAC ductwork, piping, and equipment according to specifications, work orders, and safety standards. Measure and cut insulation materials such as fiberglass, foam, or other thermal products. Prepare and seal surfaces by caulking, taping, or applying adhesives to prevent air leakage. Secure insulation with staples, tape, wire, or fasteners. Install vapor barriers and protective coverings where required. Safely operate hand and power tools, including knives, staple guns, saws, and blowers. Maintain accurate records of materials used and work completed. Follow all company safety standards and keep job sites clean. Qualifications High school diploma or GED (preferred). Prior experience in construction, insulation, or painting (blown-in/spray foam similar to painting). Valid driver's license with a clean driving record. Ability to read and follow written and verbal instructions. Strong attention to detail, integrity, and teamwork skills. Positive attitude and willingness to learn. Physical Requirements Regularly lift/move up to 50 lbs. Comfortable working at heights, on ladders, and in confined spaces (attics, crawlspaces, subfloors). Stand, bend, kneel, and work on feet for extended periods. Ability to perform manual labor in varying weather conditions. Benefits Competitive pay. Health, dental, and vision insurance. 401(k) with company match. Paid time off and holidays. Life insurance. Ongoing training and career advancement. Company vehicle (for qualifying positions). Company Culture We pride ourselves on a supportive, safety-first workplace where hard work and a great attitude are valued. We are an equal opportunity employer and committed to diversity, inclusion, and fair employment practices. #HLP2 Pay Range$20-$22 USD About HELP For more than 80 years, HELP has provided HVAC, plumbing, and electrical services to families throughout Cincinnati, Northern Kentucky, and Southeast Indiana. To ensure that our clients' expectations are exceeded, HELP takes great care when selecting individuals to join the team. Our employees embrace our commitment to do the job right the first time with good equipment and materials, with honesty and without shortcuts. By embracing this policy, our employees prosper right along with the company and enjoy solid job security. Not a heating, cooling, plumbing or electrical expert? Don't worry. We can teach you everything you need to know! We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. Privacy Policy
    $20-22 hourly 6d ago
  • Mortgage Loan Officer

    Northgate Mortgage 4.1company rating

    Loan specialist job in Farmington Hills, MI

    We are looking for an experienced, service-oriented, and detail-oriented mortgage loan officer to join our team. We believe in removing obstacles and creating a supportive environment for you to thrive in. If you have a proven track record of creating lending solutions for your clients, we'd love to have you on our team. Please apply today! Compensation: $150,000 - $300,000 yearly Responsibilities: Monitor the mortgage process to ensure all company and regulatory processes are adhered to Establish and maintain relationships with realtors, bank officers, builders, and the community at large in order to retain existing and attract new business Work closely with borrowers, loan officers, title companies/attorneys, or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions Counsel borrowers to understand the pros and cons of different loan products to determine which is best for them Qualifications: Strong understanding of company loan policies and guidelines, as well as all federal and state regulations Understanding of loan originator software such as Experian, LendingWise, or Calyx, and Office Suite highly preferred Multiple years of real estate, mortgage origination, or lending required Provide excellent interpersonal and customer service skills, superior written and verbal communication skills, and exceptional decision-making ability Banking, business, real estate, or related Bachelor's degree required About Company Northgate Mortgage is a fast-growing mortgage lending and real estate finance company serving clients nationwide. Backed by strong leadership, seamless processing, and a high-volume lead system, we provide loan officers with everything they need to close more deals and earn more income. #WHRE2 Compensation details: 150000-300000 Yearly Salary PI514c2ff4dd97-29***********9
    $41k-56k yearly est. 1d ago
  • Mortgage Loan Officer/Originator

    Loan City a Division of Texana Bank

    Loan specialist job in Southfield, MI

    Overview We are seeking a dedicated and knowledgeable Loan Officer to join our Southfield Mortgage Team. Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. As an FDIC Bank, individual state licensing is NOT required. This means you do not need to take the state S.A.F.E exam. Once sponsored by the bank you will be licensed in all 50 states. We provide in-house free continuing education to ensure compliance. xevrcyc This is an in-office consumer direct role. PAY $20/Hr 25 bps on ALL Funded loans
    $20 hourly 1d ago
  • Credit Loan Specialist

    Farm Credit Services of America 4.7company rating

    Loan specialist job in Ohio

    Join the AgCredit Team: Credit Loan Specialist About AgCredit Our mission at AgCredit is to create lifelong opportunities for our customers and employees by striving to be the premier cooperative lender and employer in our rural communities. Our core values focus on relationships, respect, integrity, service, accountability, teamwork and courage for our customers' and employees' success. As a cooperative agricultural lending institution, our commitment is to our customer-owners. Headquartered in Fostoria, OH, AgCredit serves over 7,000 member-owners in 15 lending offices throughout 18 counties across northwest and central Ohio. As part of the nationwide Farm Credit System, we are proud to return our profits back to our members through our patronage program. We hope you'll consider joining our experienced lending team as we continue to serve our customers, employees and communities. Credit Loan Specialist The Credit Loan Specialist plays a key role in supporting the credit department in the servicing and management of distressed, delinquent, and non-performing loans. This position helps uphold AgCredit's mission to serve agriculture and rural communities by assisting in the resolution of troubled credits while ensuring compliance with Farm Credit Administration (FCA) regulations and internal credit policies. The role requires a basic understanding of agricultural lending, cooperative principles, and the unique financial needs of rural borrowers. What You'll Do: Manage Distressed Loan Portfolios: Monitor and service delinquent, restructured, and non-performing loans; ensure compliance with servicing plans and borrower rights. Ensure Documentation & Compliance: Maintain accurate records in CRM, support regulatory reporting, and lead tracking of borrower communications and restructuring requests. Support Reporting & Litigation: Assist with reserve calculations, board reports, and provide documentation support for legal and litigation processes. Coordinate Across Departments: Collaborate with Credit, Legal, Loan Committee, and lending teams to drive asset recovery and resolution strategies. Provide Administrative & Cultural Support: Handle administrative tasks, support audits, and promote AgCredit's core values through teamwork and adaptability. What You'll Need: Two-year degree in Business or Ag Business, bachelor's degree preferred Two years of experience working in Ag Lending, and a general knowledge of Agriculture preferred Dependable and reliable Ability to interact effectively with a diverse group of people and work collaboratively with a team as well as independently with minimal direction Demonstrates attention to detail Ability to understand and interpret entity documents and other legal documents Ability to communicate effectively both orally and written Use of discretionary judgment in making decisions and problem solving Benefits Offered Competitive compensation Top-rated benefits program 401k Plan with company match Tuition reimbursement, sponsored training and career development opportunities Generous paid time off with 11 holidays observed Employee Assistance Program Community Service PTO “Dress for your day” dress code Schedule Monday to Friday, 8:00am-4:30pm Why Work at AgCredit? We're not just growing-we're growing with purpose and stability. We encourage a balanced approach to work and life responsibilities. We invest in our people through continuous learning and career growth. We live and work in the communities we serve. Diversity Statement / EEO Statement We are an Equal Opportunity Employer. AgCredit strives to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, parental status, marital status, political affiliation, military service, or any other non-merit based factor. EOE including disability/veterans.
    $45k-84k yearly est. Auto-Apply 60d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase 4.8company rating

    Loan specialist job in Columbus, OH

    Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. **Job responsibilities** + Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. + Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. + Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. + Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. + Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. **Required qualifications, capabilities, and skills** + Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. + Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. + Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. + Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. + Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. **Preferred qualifications, capabilities, and skills** + Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. + Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. + Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. + Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. + Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $74k-120k yearly est. 51d ago
  • Loan Origination Specialist IV

    JPMC

    Loan specialist job in Columbus, OH

    Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. Job responsibilities Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. Required qualifications, capabilities, and skills Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. Preferred qualifications, capabilities, and skills Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
    $29k-61k yearly est. Auto-Apply 4d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Indianapolis, IN

    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 ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Consumer Loan Specialist

    Attain Finance

    Loan specialist job in Mishawaka, IN

    If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Southern Finance, Heights Finance, Covington Credit, Quick Credit, and First Heritage Credit. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 5808 Grape Road, Mishawaka, IN 46545 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.25 - $20.50 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.3-20.5 hourly Auto-Apply 60d+ ago
  • Commercial /SBA Loan Specialist

    Us Tech Solutions 4.4company rating

    Loan specialist job in Brooklyn, OH

    **Job Title : Commercial Loan Specialist (Comm Client Services - SBA)** **Duration: 6 months contract (with possible extension)** **Hours M-F 8am - 5pm ET. Once a month, a late shift of 11:00am-7:30pm is required.** **Training: 100% on-site for the first 6 weeks Possibly could be Hybrid afterwards** **Top Things Looking for in Candidate** + _Bachelor's degree in finance, business, or a related field._ + _Experience in commercial lending, preferably with a focus on SBA loans._ + _Knowledge of SBA loan programs, including 7(a) and 504._ + _Strong interpersonal skills and ability to build rapport with clients._ + _Detail-oriented and organized._ + _Ensure compliance with SBA regulations and internal policies._ **Job Description:** **Position Summary** The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance. Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed. Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing. **Overview of Primary Functions** + Administers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process · + Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees + Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. + May provide service in relation billing inquiries, service requests, suggestions and complaints from customers + Uses independent thought to recommend and implement programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process + Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely. + Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions **Day-to-Day Tasks Include** + Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process + Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner. + Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests + Process requests received via departmental Quest, databases and internal proprietary system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements + Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes. + Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity **Education, Experience, & Differentiating Skills:** + High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred + 2+ years of experience and a strong knowledge of commercial loan servicing + Demonstrates solid understanding of accounting principles + Familiarity with systems such as CLS/CL3 and LoanIQ (Experience not mandatory) + Proven excellent verbal/written communication and interpersonal skills + Excellent judgement and decision making skills, demonstrated leadership skills + Strong analytical, research, and problem resolution skills + Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges + Moderate knowledge of banking policies, procedures, government regulations + Ability to perform complex scheduled and non-scheduled maintenance functions + Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $22k-39k yearly est. 60d+ ago
  • Loan Specialist - Call Center

    Qualfon

    Loan specialist job in Highland Park, MI

    Qualfon is hiring Loan Specialists to manage inbound / outbound communication from our client's members regarding their banking loan needs. The focus of this position is to provide outstanding support to existing members. The ideal candidate has professional communication and strong computer skills with a passion for providing first contact resolution to their customers. Hourly pay rate - $19.25/hr Veterans and their family members are encouraged to apply. Responsibilities • Respond to inbound inquiries related to consumer loans activity. • Assisting customers in recovering their online credentials. • Assist members with monetary and non-monetary transactions, including account maintenance for checking, savings, and certificates of deposit (CDs). • Complete service tasks such as adding authorized users, facilitating balance transfers, managing interest distribution for CDs, and handling IRA account changes. • Support credit card and fraud-related inquiries, including payment authorizations, adjustments, account growth, and underwriting decisions. • Conduct thorough analysis of moderately complex complaints and collaborate with internal teams and vendor partners to identify process failures and improve customer satisfaction. • Communicate effectively with customers, co-workers, and business leaders while maintaining professionalism and empathy. • Stay informed of applicable policies, procedures, and regulatory guidelines to ensure compliance and risk management. • Prioritize workload to meet service level objectives and ensure all business risks are identified, measured, and controlled. Qualifications • Minimum 1 year of customer service experience in financial services, fraud, or insurance. • 2 consistent years of call center experience preferred. • Minimum 1 year of experience in conflict resolution and documentation, including researching and resolving customer concerns. • High School diploma or GED required; college degree preferred. • Ability to work onsite in Highland Park and meet attendance requirements. • Demonstrated ability to manage difficult verbal communications and develop professional written responses through collaboration and proactive engagement. • Proven ability to multi-task and prioritize in a fast-paced, detail-oriented environment. • Stable work history with a consistent record of reliability and performance. • Strong written and verbal communication skills, with a professional and articulate voice. • Proficient internet and research skills, with the ability to quickly learn new subjects. • Computer savvy, able to resolve minor technical issues independently. • Typing speed of 20 words per minute with 90% accuracy. • Strong critical thinking and problem-solving abilities. • Comfortable working in a fast-paced, sometimes hectic environment while maintaining professionalism. • Self-motivated and capable of working independently with minimal supervision. • Skilled at multi-tasking across multiple computer applications while engaging with customers. About the Company At Qualfon, we are focused on delivering engaging interactions and positive experiences that leave a lasting impression. When you work here, you have the power to make each person's life better. Our Qualfon Mission is to help as many people as possible pursue their total vocation - as individuals and as members of society - by creating an ever-growing number of job opportunities as we strive to become the partner of choice for our clients Qualfon is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran or status as a qualified Individual with a Disability, or any other characteristic protected by applicable federal, state or local law. Pay Range USD $19.25 - USD $19.25 /Hr.
    $19.3 hourly Auto-Apply 60d+ ago
  • Mortgage Loan Sales

    First National Trust Company

    Loan specialist job in Columbus, OH

    Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $32k-68k yearly est. Auto-Apply 33d ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in South Bend, IN

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $37k-54k yearly est. 60d+ ago
  • Mortgage Loan Officer

    PNC 4.1company rating

    Loan specialist job in Kalamazoo, MI

    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) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Western MI which could include Grand Rapids, Muskegon County or Kalamazoo, MI based on your location. 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 a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. + Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer 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** Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. 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. **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.
    $42k-61k yearly est. 60d+ ago
  • Mortgage Loan Operations Specialist I

    Mercantile Bank Corporation 4.0company rating

    Loan specialist job in Alma, MI

    Join Mercantile Bank as a Full Time Mortgage Loan Operations Specialist I in Alma, MI, and take your career to the next level! This onsite role offers an unparalleled opportunity to thrive in a dynamic, customer-focused environment where innovation and excellence are valued. Collaborate with a passionate team of problem-solvers dedicated to delivering high-quality mortgage solutions that make a meaningful difference in the lives of our customers. Experience the thrill of working in a fast-paced, energetic atmosphere that encourages forward-thinking and inclusivity. Core Responsibilities: * Process and Maintain Loan Records: Onboard consumer loans into the core banking system accurately, perform loan account maintenance, and address non-posted transactions using mortgage software and Microsoft Excel. * Analyze Reports and Reconcile Ledgers: Review system reports, research and resolve discrepancies, and ensure accuracy by reconciling departmental general ledgers. * Provide Customer Support and Communication: Handle internal and external inquiries by phone, offering clear and timely assistance on loan-related matters while fostering effective communication. Why Mercantile? Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do. As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities. A Look into Your Day As a Mortgage Loan Operations Specialist I at Mercantile Bank, you will play a crucial role in ensuring the seamless onboarding of consumer loans into our core banking system. This position involves processing loan account maintenance and addressing non-posted transactions with precision and diligence. You'll analyze and review reports for any anomalies while employing your research skills to resolve adjustments efficiently. Your day-to-day activities will include working with both mortgage software systems and Microsoft Excel to book retail loans through integration and manual data input. Additionally, you will maintain accurate loan records, verify maintenance tasks, and reconcile the department's general ledgers. With frequent phone interactions, you will assist internal and external customers, answering loan-related inquiries and facilitating effective communication in a high-energy environment. This multifaceted role is ideal for someone who thrives on collaboration, problem-solving, and a commitment to excellence. What We're Looking For To excel as a Mortgage Loan Operations Specialist I at Mercantile Bank, strong analytical and problem-solving skills are essential. A background in banking operations or a related role, with 1-3 years of experience, will provide a solid foundation for success in this position. Familiarity with accounting principles, combined with a proficient knowledge of Microsoft Office, particularly Excel, is critical for managing loan data and reports. Preferred candidates will have experience in bank loan operations, including loan loading and maintenance, as well as an understanding of lending regulations and mortgage loan documentation. The ability to communicate effectively and collaborate within a fast-paced team environment is vital, enabling you to address customer inquiries and provide solutions with accuracy and professionalism. Your attention to detail will ensure that all tasks are completed efficiently and in compliance with regulatory standards. Requirements: * 1-3 years job related experience in the following areas: banking operations or a similar role * Accounting background * Proficient knowledge of computer programs such as Microsoft Office. * Lending regulations and mortgage loan documentation
    $36k-61k yearly est. 13d ago
  • In Office Mortgage Loan Processor

    National Mortgage Staffing 3.9company rating

    Loan specialist job in Carmel, IN

    Mortgage Loan Processor Location: Carmel, IN (On-site, Full-time) Salary: $45,000-50,000 Hours: Monday-Friday 8:30am-5:30pm, 2 Sat a month 9am-1pm Our client is seeking an experienced Mortgage Loan Processor to join their team in Carmel, IN. This is a full-time, in-office position supporting residential mortgage loan files from application to closing. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced environment. Key Responsibilities: Work directly with loan officers, underwriters, and borrowers to collect and review all required documentation Verify income, assets, credit, and supporting documents in compliance with investor and internal guidelines Prepare files for underwriting submission and respond to conditions Ensure accurate and timely entry of loan data into the LOS Maintain pipeline management for multiple loans at various stages Prepare closing documentation and coordinate final steps with internal and external partners Support adherence to compliance and regulatory standards, including the Bank Secrecy Act Provide exceptional service to borrowers throughout the process Qualifications: High school diploma or equivalent required; college coursework preferred 1-2 years minimum of mortgage loan processing experience required Familiarity with Conventional, FHA, VA, and Non-QM guidelines preferred Strong attention to detail and documentation accuracy Excellent communication, time management, and organizational skills Ability to manage multiple priorities in a deadline-driven environment Proficient in common mortgage loan origination software systems Important Notes: This is a full-time, in-office position in Carmel, Indiana Candidates with backgrounds in underwriting, operations management, or those looking to step back into a processing role will not be considered at this time Please Note: All requirements and qualifications for this role are set by our client. National Mortgage Staffing does not determine eligibility criteria. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $45k-50k yearly 60d+ ago
  • Loan Services Specialist I, Construction Equipment Operations, South Bend, IN

    1St. Source 4.3company rating

    Loan specialist job in South Bend, IN

    Responsible for preparing business loan documentation, ensuring the bank has collateral perfection, and performing post-closing loan servicing to adhere to the credit approval and the bank's policies and procedures. ESSENTIAL REQUIREMENTS Reviews and determines the appropriate documentation and perfection requirements according to the credit approval within service standard agreements. Examines loan documentation or accuracy, completeness and properly executed signatures. Ensures appropriate due diligence requirements are completed and funds transaction within set authority. Works closely with relationship managers and documentation staff in processing loan and lease transactions. Boards loan to loan system and performs a 2 nd day verification of financial data. Follows up directly with internal and external customers for pending items. Performs monthly review of various reports to ensure accuracy including financial and regulatory data and perfection of bank's lien. Performs necessary follow up and updates to ensure compliance. Manages various reports clearing exceptions and performs collateral audits working with relationship managers and customers to gather required documentation or information to clear the exceptions. Reviews paid loans to release banks' security interest and executes all related documentation. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) to three (3) years of related experience preferred. Prior commercial loan documentation and perfection of lien experience for titled, non-titled and real estate collateral preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Knowledge of commercial loan documentation is preferred but not required. Knowledge of UCC Article 9 perfection is preferred but not required. Knowledge of real property lien perfection is preferred but not required. Good communication and organizational skills. Ability to handle multiple tasks in a fast-paced environment. Detail oriented. EDUCATION Bachelors Degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS 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 made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.
    $30k-34k yearly est. 60d+ ago
  • Mortgage Loan Officer

    Consumers Credit Union 3.5company rating

    Loan specialist job in Kalamazoo, MI

    The Consumers Credit Union team is looking to hire a passionate Mortgage Loan Officer (MLO) to join our team. As a MLO, you will serve the members of the credit union by advising them on the best way to purchase or re-finance their home and facilitate the origination of those loans. In addition, you will generate leads through outside sources and serve credit union office referrals. Our ideal candidate has a proven track record of sales through personal service, experience with Emcompass, the ability to serve members on their schedule, strong written and verbal communication skills, and strong established connections and deep involvement in the community. As an employee of Consumers Credit Union, you are genuine and passionate. You are purposeful and like to be the solution, but more importantly, you are a servant leader. What you will do: Serve the membership of Consumers Credit Union by providing residential real estate financing. Originate mortgage applications that are eligible for sale to FNMA/FHLBI/USDA-Rural Development or Consumers Credit Union portfolio. Meet goals set for the position. Promote and cross sell other products and services as appropriate to the member. Interview members and request specific information/documents to insure a complete and accurate loan application. Keep interested parties informed of loan status from application to closing. Analyze member's financial status, credit, and property evaluation to determine feasibility of the loan. Compile a complete and accurate loan package with all necessary disclosures completed and signed by both the member and the MLO. Call on realtors, builders, CPA's, CFP's, and other third parties to obtain referrals for potential mortgage loan applications. Attend home mortgage functions such as home shows, Board of Realtors functions, Home Builders Association functions and promote all products and services offered by Consumers Credit Union. Attend continuing education classes/seminars as directed by the department manager. What you'll bring to the table: Bachelor's Degree or equivalent work experience Documented track record of sales through personal service Ability to serve members on their schedule Strong connections and deep involvement in the community Ability to generate leads without a warm referrals Strong written and verbal communication skills What you didn't know about the team: The Mortgage Sales team support members finance potentially the biggest investment of their lives and the team takes a lot of ownership in that. “We're taught very early on to treat this as if we own it as well, and so we take a lot of pride in that.” - Renee Z., MLO Perks: Consumers offers outstanding health, dental, and vision plans and an excellent health insurance plan, which features low copays at the doctor and a low deductible for major medical. A 401(k) plan that provides a 100 percent match up to your first 10 percent of contribution following 60 days of employment. Plus generous paid time off, paid gym memberships, in-house training, wellness programs, life coaches, tuition reimbursement, and more. And don't forget, loan discounts. We are committed to Equal Employment Opportunity. We are a proud Veteran & Military Friendly Employer.
    $46k-54k yearly est. Auto-Apply 60d+ ago
  • Junior Loan Officer

    Lakeview Lending LLC

    Loan specialist job in Southfield, MI

    Job Description We're searching for an enthusiastic Junior Loan Officer to join our team and support business growth. You'll need strong persuasion skills to turn customer prospects into qualified leads. Our ideal candidate is an excellent deal-maker who loves talking to people. If you're looking to jump-start your career in sales, please apply today! Compensation: $80,000 - $200,000 per year Responsibilities: Monitor and analyze monthly and quarterly revenue targets to drive consistent sales growth Proactively prospect and penetrate new markets within assigned territories to accelerate pipeline expansion Maintain a meticulously updated CRM to maximize visibility into prospect activity and sales opportunities Execute high-volume outreach through calls, emails, and targeted messaging to convert prospects into sales-ready leads Qualify and hand off high-intent leads to the inbound sales team to boost close rates and shorten the sales cycle Qualifications: Entry level - sales experience preferred High school diploma or equivalent required, college degree preferred Great time management, interpersonal, and communication skills, both written and verbal Working knowledge of the sales process and CRM software Current U.S. driver's license and the ability to travel by car About Company Lakeview Lending is a growing brokerage committed to delivering exceptional loan services to clients. We simplify and streamline the mortgage process through strong backend support, allowing each team member to focus on their area of expertise. You'll be part of a supportive operations team that plays a critical role in ensuring timely, compliant, and smooth loan closings. Our partnerships with multiple lenders and our ability to close loans that others can't make us stand apart in the industry. Benefits: Competitive compensation structure Consistent workflow and stable schedule Collaborative and supportive team environment Opportunities for professional growth and advancement 401(k) with company match Health, Dental, and Vision Insurance Paid time off and holidays
    $32k-43k yearly est. 6d ago
  • Mortgage Post Closing Specialist

    Telhio Credit Union 3.8company rating

    Loan specialist job in Columbus, OH

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position The Mortgage Post Closing Specialist is the individual that ensures the accuracy and timeliness of the delivery of the First Mortgages processed through Telhio and Investors. This position is responsible for the quality control of all first mortgages. Responsibilities: Works with Loan officers and Processors on new loan closings and funding's Review loan files (pre-closing) to assure loan has all Investor required documentation Prepares loans for funding, transmits funds accurately to Title Closing company Monitors loan files submitted to Investors for any “suspense conditions” Inputs Government Monitoring into HDMA LAR. Responsible for accuracy Upload loans through Lender Link to DNA for Funding Ensures that once loan is funded and trailing documents have been shipped loan is finalized Reviews approved and closed loan for regulatory compliance Ensure and Verify the Integrity of data/documents and ensure that documents received meet both the Investor and Telhio Guidelines Finalize original title policy, recorded mortgage and assignment when received from Title Company Completes and mails all 1st Mortgage Statement of Denial to members Process all funds received from investor and balance General Ledgers Operates within compliance with all required regulations and policies, including all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations Qualifications: High School Diploma Required 1-3 years Mortgage Servicing Experience 1-3 years Accounting 1-3 years Working knowledge and of Mortgage Products and Services 1-3 years Banking/financial services related experience Required 1-3 years Knowledge of Mortgage Process Fundamental knowledge of Bank Regulations. Very strong interpersonal skills. Strong financial and analytical skills. Knowledge of Procedures Proficient in MS Office applications required. Possess solid time management skills. Excellent accuracy and attention to detail. Excellent Customer Service Skills Excellent oral communication skills Must be knowledgeable of all applicable Federal, State, and Investor guidelines. Must be able to handle multiple projects and tasks and meet deadlines. Must be organizes and prioritize work assignments with minimal supervision Flexibility relative to work schedule Ability to work in fast-paced environment Ability to work some overtime and some weekends required What you will earn: Competitive pay Opportunity to earn incentive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community PHYSICAL DEMANDS: 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 made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $40k-50k yearly est. 60d+ ago
  • Mortgage Loan Processor

    Farmers State Bank 3.7company rating

    Loan specialist job in Lagrange, IN

    Department: Loan Reports to: Mortgage Loan Administration Manager Supervises: None Grade: 4 Summary: This position provides support to the lending function of the bank, and prompt, courteous customer service. This position requires handling more complex transactions and assignments in the loan processing area. Essential Job Functions: Accurately preparing loan documents. Ensure that adequate documentation is in order prior to loan closing. Review documents/reports and verify information was entered correctly and in compliance with regulatory agencies and internal policy. Preparing mortgage satisfactions for paid off loans and tearing down paid off loan files. Presenting and logging legal documents presented to the County Recorder, Auditor and Treasurer. Effective and tactful communication with customers, brokers, builders, appraisers and inspectors, creating and maintaining good public relations in day-to-day contact and the handling of complicated issues. Processes loan payments and advances as needed. Calculates and processes loan payoffs. Balances various accounts. Input rate changes for adjustable rate loans. Filing of legal documents, scanning loan work daily. Maintenance of the bank's scanning system which ensures all loan files are documented appropriately. Perform customer requested loan changes all mortgage loan maintenance. Prepares Closing packet/documentation on all new mortgages. Flood insurance tickled and scanned for proper flood zones, coverage and cancellation dates. Managing exceptions for mortgage recordings and final title policies Managing Flood, Appraisal, & Veritax websites for critical loan information Providing back up for other loan support positions and related duties as assigned. Physical Demands and Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. This position requires regular use of a computer. The employee must be able to travel between branch locations on a regular basis. The noise level in the work environment is usually light to moderate. Requirements High School Education or equivalent preferred. 2+ Years loan processing and operations experience. Ability to provide Customer Service via phone and face to face. Ability to perform computer entry/navigation, as well as use Excel, Word and Outlook programs. Good knowledge of lending products and procedures. Ability to accurately prepare loan documents or ability to learn. Ability to handle multiple tasks and frequent interruptions. Salary Description Min. $15.43, Mid. $20.57, Max. $25.72
    $34k-45k yearly est. 38d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Elkhart, IN?

The average loan specialist in Elkhart, IN earns between $22,000 and $78,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Elkhart, IN

$42,000

What are the biggest employers of Loan Specialists in Elkhart, IN?

The biggest employers of Loan Specialists in Elkhart, IN are:
  1. Attain Finance
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