Loan specialist jobs in Huntington, NY - 29 jobs

A Financial Services firm is looking for a Loan Administrator to join their growing team! The ideal candidate will have at least four years of Agency Loan Operations experience and needs to have recent experience using Loan IQ. The role will include all operational support of Agency Loans including loan processing, review and maintenance. Job Responsibilities: Reconcile monies due and payable to the bank Generating daily and weekly loan activity reports Communicate with customers, banks, and executives Liaise with relevant Operations teams to build/ update deal information into Loan IQ Job Requirements: Previous Loan IQ experience strongly preferred! At least 3+ years of experience in Loan Administration Strong communication skills, as this individual will be communicating with multiple teams Team player/ability to take on additional projects as needed Compensation: $70,000 - $85,000

Why join this team As a Loan Servicing Specialist I - Member Experience, you will manage member inquiries and concerns related to loan servicing from start to resolution. Deliver timely, accurate, and thorough responses to members, escalating complaints or complex issues to management as needed. Ensure adherence to applicable federal, state, and NCUA regulations while maintaining UNFCU's high standards for member service and representing the credit union in a professional and positive manner. This position is hybrid. NYC Salary Range: $62,290 - $70,000 annually: compensation is commensurate to geographic location. What you'll do Regardless of seniority or role, uphold UNFCU's mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Handle inbound/outbound calls and emails, answer member questions regarding mortgage servicing (billing, escrow, ARMs, PMI, payoffs, satisfactions), and send welcome emails to new members. Process payment authorizations, reversals, postings, reconcile unapplied funds, and provide payment histories, amortization schedules, and payoff documentation. Work with external vendors, insurance companies, and tax collectors to resolve member inquiries and monitor insurance/tax issues. Ensure timely response to member questions and complaints, maintain confidentiality, follow regulatory timeframes, and meet department SLAs and performance standards. Provide coverage for colleagues, stay updated on policies/procedures, exhibit professionalism and empathy, and perform additional assigned responsibilities. Uphold UNFCU's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: o Maintain awareness of and report suspicious activity o Complete all relevant BSA reports promptly and accurately (e.g., CTRs, SARs) o Complete annual BSA/AML/OFAC training What we're seeking Bachelor's degree or equivalent professional experience. At least 2 years of experience in loan servicing or related roles, with hands-on knowledge of mortgage and consumer loan products, including secured/unsecured loans, auto loans, lines of credit, and credit cards. Understanding of loan servicing regulations and guidelines, including RESPA requirements as enforced by the CFPB. What makes you stand out Proficiency in French or Spanish is highly preferred. Familiarity with federal, state, and local regulations, investor and insurer guidelines, and internal policies related to mortgage and consumer loan servicing. Experience handling loan documents, including Notes, Mortgages/Deeds of Trust, Riders, PMI and Flood certificates, and Closing Disclosures/TRID. Strong skills in Microsoft Office applications. Experience with Fiserv DNA, Nautilus, Talk Desk, DocuSign, and external insurance or tax servicers is a plus. Who we are UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture. UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws.

APEX Technical Institute, located in the heart of Long Island City, is a vibrant hub for career-focused education, training the next generation of skilled trades professionals. With a legacy of empowering students to achieve their dreams, APEX offers a collaborative and purpose-driven environment where every role contributes to life-changing outcomes. As a Financial Aid Administrator, you'll be part of a dedicated team ensuring students have access to the financial resources they need to succeed. Join APEX, where your expertise meets a mission to transform lives, all while enjoying steady work, competitive pay, and the opportunity to make a meaningful impact. The Student Loan Coordinator, under direct supervision of the Financial Aid Management team, oversees student loan counseling sessions and monitors compliance with the plan to assure lowest possible default rates. Responsibilities include performing a variety of duties associated with certification, award, disbursement, and return of funds under the federal Stafford Direct Loan Program. Responsibilities: Responsible for monitoring default prevention efforts for active CDR's; Track withdrawal and graduation dates for current borrowers to fulfill exit counseling requirements. Communicate effectively and on a timely basis with student borrowers, lender services, and guarantee agencies concerning application status, enrollment status, and default aversion information. Conduct student presentations to include financial literacy, entrance and exit counseling, and other outreach activities. Attend financial aid training and workshops to keep abreast of changes in federal law and procedures. Assist in implementation of changes in loan policies per federal regulations. Serve as liaison between students, campus administrative office and third-parties such as loan servicers and the Department of Education to facilitate timely resolutions for At-Risk student loan borrowers. Qualifications: Education: High School/GED-Associates Degree a plus Software Skills: Microsoft Office, NSLDS, COD, FAAACESS, ED Express, Internal Database Job Experience: Minimum 2 years of experience Title IV in an Educational Institution. Personal Qualities: Alternative or combined skills in understanding, advising, and/or influencing people are important in achieving job objectives, causing action, understanding others, or changing behavior; Skills of persuasiveness or assertiveness, as well as sensitivity to the point of view of others. The Fedcap Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are an EEO employer committed to diversity, M/F/D/V.

Job DescriptionBenefits: Company parties Competitive salary Dental insurance Health insurance Vision insurance Company: iAdvance Now LLC Job Type: Full-Time Compensation: $65,000 - $85,000 annually commensurate with experience Responsibilities Collect and review client documents for completeness and accuracy Prepare loan packages for submission to lenders Track loan files and manage the processing pipeline Communicate with lenders to follow up on files, conditions, and approvals Work with clients to gather any additional documentation needed Maintain accurate notes in CRM or loan management systems Help troubleshoot and escalate files when necessary Qualifications 1+ years of experience in commercial loan processing, mortgage loan processing or bank loan processing Strong organizational and multitasking skills Excellent communication and follow-up ability Experience using CRM tools and basic digital document systems Knowledge of underwriting and lender guidelines is a plus What We Offer Competitive pay + performance bonuses Opportunity to grow with a high-volume, expanding shop Training on lender portals and process if needed Benefits: Health, Dental & Vision Insurance. Paid time off.

* Keep abreast of industry changes, local economic, financial and legislative events which may have an impact on commercial lending activities. * Analyze cash flow, liquidity, profitability, leverage and other financial ratios and be able to come to various conclusions, including evaluation of collateral and other relevant credit information. * Prepare loan presentations that include all pertinent information associated with the overall risk of the loan, identifying the strengths and weaknesses of borrower's surrounding credits. * Recommend or deny loan requests in conformance with banking regulations and Bank's loan policies and procedures. * Gather documents to perfect the security interest in collateral, if applicable. * Detect early warning signs of problem loans and immediate notification to a supervisor, Chief Credit Administrator, Loan Review, or Loan Servicing. * Monitor loan covenants and conditions per loan agreement and report any violation to manager. * Assist in loan closing and funding including obtaining signatures on loan documents according to the Bank's procedures. * Analyze collateral values and insurance coverage. * Collect loan accounts and overdraft information. * Submit reports of calls made and document customer contact. * Meet customers regularly and seek opportunities to grow relationship. * Conduct site visits and on-site interviews under the supervision of a portfolio manager. * Comply with regulatory requirements including but not limited to: Reg B, HMDA, Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security. * Comply with the Bank's security program, including but not limited to: * Review and comply with the End-User Computing Agreement. * Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions. * Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats. * Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer. * Mentor junior lending staff. * Occasional local travel is required, as may participate in client meetings with Relationship Managers. * Participate in community organizations and/or events to help the Bank meet its CRA Objectives. * All other reasonable duties as assigned. Job Qualifications/Requirements * Required: 5+ years of commercial lending experience. * Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. * Required: Ability to respond effectively to customer complaints or other sensitive inquiries. * Required: Ability to make effective presentations. * Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. * Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. * Required: Strong Analytical/Math skills. * Required: Effectively manage multiple deadlines and projects. * Required: Knowledge of bank regulations affecting customer accounts. * Required: Knowledge of lending operations, Note or International Dept policies and procedures. The salary range for this full-time position is $85,000.00 annually - $95,000.00 annually + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

Job DescriptionWe are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!Compensation: $70,000 Responsibilities: Confirm that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines Create and maintain the mortgage loan file, order third party documentation and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested Verify the accuracy of all obtained loan documentation, such as title insurance, loan applications, appraisals, credit reports, and income and asset declarations and provide them promptly to underwriters for loan approval Be the main point of contact for title companies, mortgage loan officer/mortgage loan originator, real estate agents, borrowers, and mortgage underwriters to facilitate a timely loan closing Submit loan file documentation accurately into necessary software programs Qualifications: Federal and state home loan regulatory requirements and overall mortgage industry knowledge is essential Bachelor's degree preferred; high school diploma required Excellent attention to detail, customer service, time management, and communication skills are needed Knowledge of current residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is crucial -- Commercial loan and Refinance loan knowledge is an added asset 2-3 years experience with a mortgage company, mortgage banker, or mortgage lender as a mortgage loan processor is needed About Company Why Join OMNI Mortgage? When you join us, you're not just stepping into a job; you're joining a mission. OMNI Mortgage is dedicated to empowering loan officers to achieve the kind of success that changes lives. We provide the top-tier resources, exclusive access to elite agents, and best-in-class coaching to ensure you're equipped to succeed at the highest level.

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? 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.

***************************************************************************************************************************************************************** Responsible for the processing of all Consumer, Indirect, Home Equity Line of Credits and Home Equity Loans while ensuring adherence to all Credit Union policies, procedures and regulatory guidelines. ***************************************************************************************************************************************************************** ESSENTIAL DUTIES AND RESPONSIBILITIES: • Processing and document preparation of Home Equity Line of Credits, Fixed Rate Home Loans, Consumer Loans and Indirect Auto Loans. • Efficiently utilize systems such as DecisionLender4, and other relevant software to support underwriting operations. • Validate accuracy of Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios, ensuring compliance with all applicable policies and procedures. • Verify that all approved or denied loan applications include the required signatures. • Ensure strict adherence to Credit Union policies, internal procedures, and all relevant regulatory guidelines. • Monitor loan files and borrower information for inconsistencies or red flags, actively identifying, reporting, and mitigating potential fraud in accordance with regulatory and internal guidelines. • Monitor and meet all Departmental performance reporting and service goals. • Interact with all necessary third-party vendors, Members, and Team Members. • Provide data and reporting required to meet HMDA reporting requirements. • Propose Lending Policy and procedural changes to the Team Lead and Centralized Lending Manager as required to enhance operational efficiencies and productivity or to meet regulatory or compliance mandates. • Cross-sell credit union products and services, including deposit accounts and loan products, to meet Members' financial needs and enhance their overall financial well-being. • Work at various branch locations as required. • Other duties as assigned. ***************************************************************************************************************************************************************** REQUIREMENTS: • Associate degree preferred or a combination of education and experience. • 3-5 years working in a financial institution, preferably in a Credit Union setting. • NMLS ***************************************************************************************************************************************************************** COMPENTENCIES: • Knowledge of consumer and real estate underwriting practices • Knowledge of Island's products and services • Excellent written and oral communication skills • Excellent organizational skills • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously. • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

Keep abreast of industry changes, local economic, financial and legislative events which may have an impact on commercial lending activities. Analyze cash flow, liquidity, profitability, leverage and other financial ratios and be able to come to various conclusions, including evaluation of collateral and other relevant credit information. Prepare loan presentations that include all pertinent information associated with the overall risk of the loan, identifying the strengths and weaknesses of borrower's surrounding credits. Recommend or deny loan requests in conformance with banking regulations and Bank's loan policies and procedures. Gather documents to perfect the security interest in collateral, if applicable. Detect early warning signs of problem loans and immediate notification to a supervisor, Chief Credit Administrator, Loan Review, or Loan Servicing. Monitor loan covenants and conditions per loan agreement and report any violation to manager. Assist in loan closing and funding including obtaining signatures on loan documents according to the Bank's procedures. Analyze collateral values and insurance coverage. Collect loan accounts and overdraft information. Submit reports of calls made and document customer contact. Meet customers regularly and seek opportunities to grow relationship. Conduct site visits and on-site interviews under the supervision of a portfolio manager. Comply with regulatory requirements including but not limited to: Reg B, HMDA, Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security. Comply with the Bank's security program, including but not limited to: Review and comply with the End-User Computing Agreement. Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions. Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats. Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer. Mentor junior lending staff. Occasional local travel is required, as may participate in client meetings with Relationship Managers. Participate in community organizations and/or events to help the Bank meet its CRA Objectives. All other reasonable duties as assigned. Job Qualifications/Requirements Required: 5+ years of commercial lending experience. Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Required: Ability to respond effectively to customer complaints or other sensitive inquiries. Required: Ability to make effective presentations. Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Required: Strong Analytical/Math skills. Required: Effectively manage multiple deadlines and projects. Required: Knowledge of bank regulations affecting customer accounts. Required: Knowledge of lending operations, Note or International Dept policies and procedures. The salary range for this full-time position is $85,000.00 annually - $95,000.00 annually + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

APEX Technical Institute, located in the heart of Long Island City, is a vibrant hub for career-focused education, training the next generation of skilled trades professionals. With a legacy of empowering students to achieve their dreams, APEX offers a collaborative and purpose-driven environment where every role contributes to life-changing outcomes. As a Financial Aid Administrator, you'll be part of a dedicated team ensuring students have access to the financial resources they need to succeed. Join APEX, where your expertise meets a mission to transform lives, all while enjoying steady work, competitive pay, and the opportunity to make a meaningful impact. The Student Loan Coordinator, under direct supervision of the Financial Aid Management team, oversees student loan counseling sessions and monitors compliance with the plan to assure lowest possible default rates. Responsibilities include performing a variety of duties associated with certification, award, disbursement, and return of funds under the federal Stafford Direct Loan Program. Responsibilities: Responsible for monitoring default prevention efforts for active CDR's; Track withdrawal and graduation dates for current borrowers to fulfill exit counseling requirements. Communicate effectively and on a timely basis with student borrowers, lender services, and guarantee agencies concerning application status, enrollment status, and default aversion information. Conduct student presentations to include financial literacy, entrance and exit counseling, and other outreach activities. Attend financial aid training and workshops to keep abreast of changes in federal law and procedures. Assist in implementation of changes in loan policies per federal regulations. Serve as liaison between students, campus administrative office and third-parties such as loan servicers and the Department of Education to facilitate timely resolutions for At-Risk student loan borrowers. Qualifications: Education: High School/GED-Associates Degree a plus Software Skills: Microsoft Office, NSLDS, COD, FAAACESS, ED Express, Internal Database Job Experience: Minimum 2 years of experience Title IV in an Educational Institution. Personal Qualities: Alternative or combined skills in understanding, advising, and/or influencing people are important in achieving job objectives, causing action, understanding others, or changing behavior; Skills of persuasiveness or assertiveness, as well as sensitivity to the point of view of others. The Fedcap Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are an EEO employer committed to diversity, M/F/D/V.

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships 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. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing 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. Primary responsibilities include + Go above and beyond for customers - Aspire to deliver outstanding customer service + Drive sales through service - Achieve sales and referral goals by developing a positive customer experience + Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success + Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals + Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials + BA/BS degree preferred or equivalent experience in residential mortgage sales + Two plus years of retail residential mortgage sales experience + Documented residential mortgage loan volume in the past 12 months of $8 million (minimum) + Established relationships with local referral networks + Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences + Strong computer skills and experience using laptop technology + Successful candidate must meet and follow all requirements 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. Hours and Work Schedule Hours per Week: 40 Work Schedule: Monday Through Friday Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 05/31/2026

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Responsible for initiating the mortgage loan application process by meeting with and interviewing members and non-members to determine the mortgage product that best meets the applicant's needs, reviewing documents presented and creating a loan file within the mortgage loan origination system. Verbally communicating mortgage offers and preparing adverse action letters to the applicants when applicable. Education and/or Experience: * High School Diploma Required; Bachelor's degree (B.A.) from four-year College or University preferred * 1 years mortgage origination or mortgage sales experience. * Must have passed SAFE/NYS NMLS and maintain licensing and complete all related annual continuing education. Certification: Incumbent must comply with the SAFE act provisions and maintain active status in the NMLS Registry. NMLS certification required. Incumbent must possess a unique identifier number. Incumbent must renew registration annually between November 1 and December 31st of each calendar year. Any registration not renewed will become inactive. It is also the incumbent's responsibility to update the registry when applicable such as name change, job or employment changes. Job Responsibilities: * Develop and maintain business relationships with centers of influences in the assigned region or state such as real estate and attorney offices. Source new business by independently identifying potential clients that are in the market for a mortgage, and communicating the credit unions different mortgage programs, products and guidelines to these clients. * Evaluate and determine the creditworthiness of an application that is being submitted by a client for a mortgage. Manage and monitor the file from application to closing by collecting and verifying all documentation in relation to the application. * Be a key stakeholder in the entire mortgage process by working closely with the mortgage sales manager and processing team at the credit union by providing extraordinary service to both internal and external partners. Aligning his / her individual goals with the credit union's goal by meeting and exceeding productivity, quality and member service standards; providing recommendations whenever necessary to improve the mortgage process. * Partner and work closely with the mortgage sales manager by executing on specific projects to drive profitability for the credit union in the mortgage channel. * Attend networking events on behalf of the credit union and business development teams to include breakfasts, lunches to grow and improve his / her networking and prospecting opportunities. * Comply with all aspects as rules and regulations such as BSA (Bank Secrecy Act), AML (Anti-Money Laundering), OFAC (Office of Foreign Asset Control) and RESPA (Real Estate Settlement Procedures Act) as it relates to the position. * Performs other duties upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $37,000.00 annually plus commission eligibility. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1

Job Description Loan Officer Training Program: Launch Your Career in Mortgage Sales!! Are you motivated, detail-oriented, and interested in building a career in mortgage lending? Our Loan Officer Training Program is designed to give you the tools, training, and mentorship you need to become a successful Licensed Loan Officer within one year. This is more than just a support role, it is a structured career path. You'll work alongside top Mortgage Bankers, gain hands-on experience, and complete the training needed to get licensed and start originating loans yourself. Program Highlights: • Structured 12-month pathway to a Loan Officer role. • Hands-on training in mortgage sales, compliance, and client service. • Mentorship from experienced Mortgage Bankers. • Support to pass the NMLS licensing exam. • Promotion opportunity to Loan Officer upon program completion, with an average annual earning potential of $150,000- 200,000+ What You'll Do: • Support Mortgage Bankers with client communications, file management, and loan documentation. • Manage CRM systems by tracking leads, referral sources, and client information. • Collect and organize borrower documents to ensure clean and accurate files. • Assist in preparing files for processing and underwriting. • Help coordinate marketing campaigns and track referral activity. • Learn the mortgage process from the ground up with the goal of becoming a licensed Loan Officer. What We're Looking For: • Strong communication and customer service skills. • Detail-oriented, organized, and proactive. • Team player who can also work independently. • Interest in sales, real estate, or financial services. • High school diploma required; college coursework preferred. Why Join Us? As a Top Workplace for many years, at Total Mortgage, we believe in investing in talent. This role is your chance to build a career, not just a job. You'll gain real industry knowledge and have a clear path to becoming a high earning Loan Officer with us.

Job DescriptionSalary: Mortgage Loan Processor Location: Bay Shore, NY Jet Direct Mortgage is looking for experienced and ambitious Mortgage Loan Processor to join our fast paced, goal oriented and supportive environment. Here is what we are looking for: Review initial loan approval and work with borrower to gather appropriate documentation Collect all required documentation for the loan package Create a loan submission package for the Underwriting department Submit files to assigned Underwriter Satisfy all conditions when received from Underwriter Communicate with other professionals, including attorneys, county clerks and title companies Qualifications: 10+ years processing residential mortgage loans (FHA, VA, Conventional/ Purchase, Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all government and regulatory requirements Utilize in house technical systems and programs such as Encompass Thorough working knowledge of underwriting policies, compliance, and procedures Excellent written and oral communication skills Strong organizational, problem-solving, multi-tasking and analytical skills What you will get: Competitive compensation and incentives Excellent benefit packages that includes Medical, Dental, 401(k), Life Insurance, paid holidays, and more! A supportive positive management team Technical support providing help desk, reporting and lead management, equipment troubleshooting and more Come join our team! We will help you meet and exceed your goals for 2026 and beyond!

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. Responsibilities include: + Support sales teams in executing a One Bank strategy and growing market share. + Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Typically, seven or more years of job-related experience **Preferred Skills/Experience** - Experience working with closing commercial loans for the healthcare industry - Considerable knowledge of departmental and bank products and services - Proven customer service and problem resolution skills - Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications - Effective interpersonal, verbal and written communication skills **The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $28.27 - $37.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships 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. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing 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. Primary responsibilities include Go above and beyond for customers - Aspire to deliver outstanding customer service Drive sales through service - Achieve sales and referral goals by developing a positive customer experience Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials BA/BS degree preferred or equivalent experience in residential mortgage sales Two plus years of retail residential mortgage sales experience Documented residential mortgage loan volume in the past 12 months of $8 million (minimum) Established relationships with local referral networks Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences Strong computer skills and experience using laptop technology Successful candidate must meet and follow all requirements 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. Hours and Work Schedule Hours per Week: 40 Work Schedule: Monday Through Friday

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Outside Mortgage Loan Officer is responsible for originating mortgage loans by developing referral sources and attracting mortgage customers. The OMLO will advocate, educate, and support the member through the process from origination through closing. Core Contributions Develop and maintain relationships within the Long Island community, specifically with the real estate community. Meet or exceed sales goals by networking with centers of influence and identifying potential members in need of mortgage financing; Communicate mortgage programs, processes and guidelines to prospective clients. Work with members to structure a mortgage loan that meets their needs. Work on projects as required, assisting managers in setting strategies for sales originations to increase loan production and profit. Attend networking events on behalf of FourLeaf in coordination with business development within the corporate and charitable community that include breakfasts, lunches, dinners, galas and special events to build networking and prospecting opportunities. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), CFPB, and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position. Assets You Will Bring High School Diploma or GED. 1-4 years of mortgage sales experience required. NMLS License. PC, Windows, Internet proficient and MS Excel, Access, and Word skills. Public speaking skills preferred. Travel required. The estimated salary for this position is $35,000 annually plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.) What Sets Us Apart? In addition to our comprehensive benefits, we invest in employee connection and well-being through: Competitive 401(k) Tuition and fitness reimbursement programs Flexible work options Volunteer opportunities Executive “Water Cooler Chats” Clubs, sports, and social events Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $11.54 - $15.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Mortgage Loan Officer sells and originates residential mortgage loans to sales goals. The Mortgage Loan Officer takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans. Pay Range- $11.54 per hour depending on established local minimum wage plus commission. **Depth & Scope:** + Meets with Prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources + Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs + Guides Customers through the mortgage application process + Explains information required and other aspects of the loan process to Customers + Ensures applications are completed accurately and contain required information and supporting documentation + Manages Customers expectations regarding processing times and closing dates + Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines + Generates referrals for mortgage sales opportunities and sales of other Company business line products + Develops plan to achieve sales goals with assistance from sales management + Enters information into mortgage loan system so that loans will appear accurately in the pipeline + Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes + Sends application and other required information to underwriting area + Underwrites loans using point-of-sale underwriting systems within scope of authority + Communicates loan decisions directly to Customers and explains any additional information needed + Submits application materials and other required information to processing area to clear any conditions, finalizes the loan commitment, and prepares for closing + Communicates regularly with Customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned + Attends closings as needed + Develops knowledge of current industry practices and trends by learning from more experienced sales personnel and by attending continuing education training and seminars, including but not limited to the full array of Company products and services as well as mortgage laws and regulations + Develops knowledge of policies, procedures, rules and regulations related to retail mortgage products + Participates in homebuyers' seminars, home shows, brokers' meetings and other home financing workshops + Recommends changes to products, programs and/or pricing + Ensures TD Bank maintains successful audits and exams within all areas + Deals with complex mortgage needs **Education & Experience:** + Bachelors degree or progressive work experience in addition to experience below + 2+ Years of mortgage origination experience + Proven Sales ability + Developing knowledge of mortgage industry, products, lending practices and regulatory guidelines + Maintains the highest level of sales ability and negotiation skills + Self-directed, ability to plan own activities to achieve sales goals + Strong time management skills + Excellent communication skills, both verbal and written + PC skills, including ability to learn mortgage origination and automated underwriting systems **OCC Language:** + This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 + Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 + Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 + Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

***************************************************************************************************************************************************************** Responsible for the processing of all Consumer, Indirect, Home Equity Line of Credits and Home Equity Loans while ensuring adherence to all Credit Union policies, procedures and regulatory guidelines. ***************************************************************************************************************************************************************** ESSENTIAL DUTIES AND RESPONSIBILITIES: • Processing and document preparation of Home Equity Line of Credits, Fixed Rate Home Loans, Consumer Loans and Indirect Auto Loans. • Efficiently utilize systems such as DecisionLender4, and other relevant software to support underwriting operations. • Validate accuracy of Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios, ensuring compliance with all applicable policies and procedures. • Verify that all approved or denied loan applications include the required signatures. • Ensure strict adherence to Credit Union policies, internal procedures, and all relevant regulatory guidelines. • Monitor loan files and borrower information for inconsistencies or red flags, actively identifying, reporting, and mitigating potential fraud in accordance with regulatory and internal guidelines. • Monitor and meet all Departmental performance reporting and service goals. • Interact with all necessary third-party vendors, Members, and Team Members. • Provide data and reporting required to meet HMDA reporting requirements. • Propose Lending Policy and procedural changes to the Team Lead and Centralized Lending Manager as required to enhance operational efficiencies and productivity or to meet regulatory or compliance mandates. • Cross-sell credit union products and services, including deposit accounts and loan products, to meet Members' financial needs and enhance their overall financial well-being. • Work at various branch locations as required. • Other duties as assigned. ***************************************************************************************************************************************************************** REQUIREMENTS: • Associate degree preferred or a combination of education and experience. • 3-5 years working in a financial institution, preferably in a Credit Union setting. • NMLS ***************************************************************************************************************************************************************** COMPENTENCIES: • Knowledge of consumer and real estate underwriting practices • Knowledge of Island's products and services • Excellent written and oral communication skills • Excellent organizational skills • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously. • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.