Commercial Loan Servicing Specialist (Commercial Real Estate)
Loan specialist job in Jacksonville, FL
Commercial Loan Servicing Spec The Commercial Loan Servicing Specialist works to support an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by supporting data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to senior professionals and consistently works to maintain the accuracy of the company's commercial loan management system.
Key Responsibilities and Duties
Organizes processing of commercial banking products such as loans, letters of credit and banking guarantees.
Reviews data inputs from loan applications and related documentation into a commercial loan management system.
Works to ensure quality, accuracy and completeness of data entered into the management system.
Coordinates drafting of statements for clients, along with conducting reconciliation and investigation efforts when needed.
Provides information on existing loans to clients as requested.
Implements best practices for resolving out-of-balance transactions to ensure accuracy of the company's commercial loan management system.
Identifies erroneous transactions and reports issues to professionals for issue resolution.
Provides assistance and training to junior level employees to ensure high quality delivery of services and products.
Minimum Qualifications
3 years of commercial loan servicing experience
Preferred Qualifications
5 years of commercial loan servicing experience
Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred
Experience and familiarity with commercial loan documentation
Effective time management skills, able to prioritize and multi-task
Self-motivated while being a constructive and dependable team player
Excellent customer service skills; ability to interpret customer requirements
Strong verbal and written communication skills
General loan accounting skills
Strong analytical and problem solving skills
Attention to detail, flexible and adaptable
Working knowledge of Microsoft Office Products, including Excel
Educational Requirements
Vocational and/or Technical Education Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
4IC
Commercial Loan Servicing Specialist (Commercial Real Estate)
Loan specialist job in Jacksonville, FL
Commercial Loan Servicing Spec The Commercial Loan Servicing Specialist works to support an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by supporting data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to senior professionals and consistently works to maintain the accuracy of the company's commercial loan management system.
Key Responsibilities and Duties
Organizes processing of commercial banking products such as loans, letters of credit and banking guarantees.
Reviews data inputs from loan applications and related documentation into a commercial loan management system.
Works to ensure quality, accuracy and completeness of data entered into the management system.
Coordinates drafting of statements for clients, along with conducting reconciliation and investigation efforts when needed.
Provides information on existing loans to clients as requested.
Implements best practices for resolving out-of-balance transactions to ensure accuracy of the company's commercial loan management system.
Identifies erroneous transactions and reports issues to professionals for issue resolution.
Provides assistance and training to junior level employees to ensure high quality delivery of services and products.
Minimum Qualifications
3 years of commercial loan servicing experience
Preferred Qualifications
5 years of commercial loan servicing experience
Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred
Experience and familiarity with commercial loan documentation
Effective time management skills, able to prioritize and multi-task
Self-motivated while being a constructive and dependable team player
Excellent customer service skills; ability to interpret customer requirements
Strong verbal and written communication skills
General loan accounting skills
Strong analytical and problem solving skills
Attention to detail, flexible and adaptable
Working knowledge of Microsoft Office Products, including Excel
Educational Requirements
Vocational and/or Technical Education Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
4IC
Loan Officer
Loan specialist job in Jacksonville, FL
Job Description
Do you have a proven track record of creating lending solutions for clients and a desire to assist buyers in obtaining the property of their dreams? If so, we'd love to talk with you about joining our team! We are a tight-knit group of lending professionals seeking an experienced and detail-oriented mortgage loan officer. If you are looking to take the next step in your career, apply now!
Compensation:
$80,000 - $110,000 at plan earnings
Responsibilities:
Prospect, develop, and maintain relationships with potential new business referral partners such as realtors, builders, bank colleagues, and the community at large
Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters
Review the loan process by monitoring loan status, term conformity, and regulatory guidelines
Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision
Ensure accurate and timely preparation of all required documents from borrowers, loan officers, title companies and other related industry professionals
Qualifications:
Several years of experience in real estate, mortgage origination, or lending required
Current NMLS State License or Federal NMLS Registration
Understand a variety of loans such as: FHA, VA, USDA, conventional, fixed/ adjustable, bridge, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit
Strong understanding of company loan policies and guidelines, as well as all federal and state regulations
About Company
Next Wave Mortgage is redefining what a mortgage brokerage can be. We blend technology, transparency, and a people-first culture to create a modern environment where loan officers can build thriving, sustainable careers. Our team values innovation, diversity, and authenticity-traits that drive better service and better results.
We offer extensive training for new entrants, streamlined systems for experienced LOs, access to competitive products, and leadership that truly cares about your development. As we expand throughout the North Florida region, we're building a roster of motivated individuals who want more than just a job-they want a future.
If you're ambitious, growth-oriented, and ready for a fresh start in a company that celebrates your potential, you'll fit right in at Next Wave Mortgage.
Loan Specialist I - Warehouse Lending
Loan specialist job in Jacksonville, FL
Job Description
Core values speak to the heart of an organization and are the essence of a company's identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.
Offering a dynamic benefit package that includes but is not limited to:
Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays Based on the Federal Reserve Calendar
If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.
ESSENTIAL FUNCTIONS:
Performs all activity related to individual loan funding, including wire requests, monitoring of closing agents, line balancing, collateral traffic, payoffs, and reconciliation process.
Work with mortgage bankers via phone and e-mail for any information needed in the funding, collateral, or payoff of their loans.
Handle inquiries from mortgage bankers, as needed.
Multi-tasking required within a team environment.
Candidate must be willing and able to learn the various areas within the department, while maintaining accuracy and service levels.
Provides the best service to our customers with innovative and creative solutions.
JOB REQUIREMENTS:
High School diploma or equivalent.
Three to five years' experience in mortgage loan related environment.
Experience in one of the following preferred: Mortgage Warehouse Operations, Mortgage Loan Setup, Mortgage Loan Closer, Post-Closing, Funder, Shipper, Collateral, Lock Desk, Wire Desk.
Excellent computer skills required.
Ability to deal with time constraints and strong attention to detail.
Extended hours sitting and performing computer tasks may be required.
Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank.
Bilingual candidates encouraged to apply.
EQUAL OPPORTUNITY EMPLOYER / VET / DISABILITY
E - Verify Employer
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Consumer Loan Specialist
Loan specialist job in Jacksonville, FL
IND2
#LI-Onsite
#R7
Commercial Loan Servicing Specialist (Commercial Real Estate)
Loan specialist job in Jacksonville, FL
**Commercial Loan Servicing Specialist** This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include:
**Key Responsibilities and Duties**
+ Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback.
+ Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary.
+ Perform system onboarding tasks for the real estate portfolio of loans.
+ Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity.
+ Ensure all trailing documents are obtained and retained in a timely manner.
+ Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance.
+ Process disbursements for tax and insurance maintenance
+ Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements.
+ Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation.
+ Participate in the timely and accurate completion of internal and external audits.
+ Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned.
+ Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes.
**Minimum Qualifications**
+ 3+ years of commercial loan servicing experience
**Preferred Qualifications**
+ 5 years of commercial loan servicing experience
+ Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred
+ Experience and familiarity with commercial loan documentation
+ Effective time management skills, able to prioritize and multi-task
+ Self-motivated while being a constructive and dependable team player
+ Excellent customer service skills; ability to interpret customer requirements
+ Strong verbal and written communication skills
+ General loan accounting skills
+ Strong analytical and problem-solving skills
+ Attention to detail, flexible and adaptable
+ Working knowledge of Microsoft Office Products, including Excel
**Educational Requirements**
+ Vocational and/or Technical Education Preferred
**Role Specific Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
4IC
**Posting End Date: 12/15/25**
**Additional Job Details:** This role is primarily responsible for handling post-closing activities and ensuring accurate completion of all related processes.
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (*********************************************************
**Pay Range** $25 - $34
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
Senior Mortgage Loan Processor
Loan specialist job in Jacksonville, FL
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.
Senior Mortgage Loan ProcessorACCOUNTABILITY STATEMENT
The Senior Mortgage Loan Processor ensures members receive quality mortgage loan service according to VyStar mortgage practices, procedures, and policies. Must stay abreast of conventional and equity mortgage guidelines. Responsible for assisting the member through the mortgage process keeping them informed and moving toward a final loan disposition. Working with loan sales and underwriting as necessary and obtains information needed for underwriting to make a final loan decision. The Senior Mortgage Loan Processor works with the loan closer to ensure the member has a smooth closing experience. The incumbent reports directly to the Mortgage Loan Processing Supervisor and indirectly to the Mortgage Loan Processing Manager.
ESSENTIAL RESPONSIBILITIES
Pipeline Management: Maintain an active mortgage loan pipeline as assigned. Handle various loan types (equity, second, refinance, purchase, VA, FHA, construction, reno to perm).
Member Communication: Keep members informed throughout the process.
Approval Conditions: Clear approval conditions as determined by the underwriter.
Documentation: Prepare and maintain electronic notes on file activity and member contact.
Credit Application Review: Assess credit worthiness in compliance with policies and guidelines.
Verification: Obtain and review documentation for income, employment, and assets.
Ordering Reports: Order and review necessary reports such as credit reports, appraisals, DRIVE report, Fanni Mae Desktop Underwriter, Freddie Mac Loan Product Advisor, title, Flood Certification, and insurance.
Insurance Information: Ensure all pertinent insurance information is documented.
Underwriting Preparation: Prepare and submit files for final underwriting decisions.
Loan Cancellations: Manage tasks related to member-initiated cancellations and underwriter declinations.
Closing Coordination: Work with loan closers to ensure smooth closing experiences.
Compliance: Ensure compliance with state and federal regulations.
Goal Alignment: Understand and work towards department and Credit Union goals.
Adherence to Values: Consistently follow VyStar's core values and Code of Ethics.
Process Improvement: Recommend improvements for service and efficiency to management.
Productivity: Maintain high volume productivity.
Service Level Agreements: Maintain service level agreements as published by Fulfillment management with member communication, file submission, and timing gates.
Training and Meetings: Develop training for Loan Processors and hold weekly team meetings.
Subject Matter Expert: Assist with troubleshooting and escalations.
System Testing: Engage in system testing and modifications.
Procedure Review: Review annual procedures for accuracy.
Team Liaison: Act as Team Liaison in the supervisor's absence.
Mentorship: Mentor mortgage loan processors.
Technical Resource: Provide technical information and guidance to Mortgage Loan Processors.
Consistently adheres to VyStar core values and Code of Ethics and acts in accordance with those values.
Perform additional duties and responsibilities as assigned.
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.
The incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job:
Focus- Focus your full attention by carefully listening to and observing internal and external members.
Connect -Consistently be friendly and approachable. Demonstrate your care.
Understand- Listen empathetically and ask questions (70%/30% rule).
Counsel- Recommend solutions based on your member's needs and objectives.
Advance- Ensure that the members' expectations were exceeded.
Verify necessary follow-up actions.
JOB QUALIFICATIONS
EDUCATION
High School Diploma or GED is required.
Additional specialized training or classes in mortgage lending beyond high school is necessary.
Ongoing education through local workshops and conferences is mandatory to stay updated on federal regulations and secondary market standards.
CERTIFICATION
The employee is required to fulfill and uphold all criteria as a registered mortgage loan originator working for a Federally regulated Institution under the Nationwide Mortgage Licensing System and Registry (NMLS).
The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures.
EXPERIENCE
A minimum of four years of experience in a direct mortgage lending and consumer interaction role is required, within the mortgage lending sector.
KNOWLEDGE, SKILLS, & ABILITIES
Familiarity with government, construction/reno to perm, conventional and equity loan financing, along with a comprehensive understanding of all regulations related to mortgage lending, is preferred.
The candidate must possess knowledge and experience in utilizing Microsoft Office applications.
Demonstrates strong written and verbal communication skills, active listening, attention to detail, professionalism, and the ability to collaborate effectively across all levels to support seamless team workflows and member engagement.
The ability to thrive in a fast-paced environment and a proven track record of collaboration with others is also required.
Candidates must be able to work independently at a highly professional level.
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources
Auto-ApplyJacksonville Regional Loan Officer
Loan specialist job in Jacksonville, FL
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.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to ***********************. Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Easy ApplyMortgage Loan Officer (Inbound Leads Provided)
Loan specialist job in Jacksonville, FL
Truehold-one of the nation's top players in the real estate investment space, with 200+ employees across 15+ markets-is expanding their mortgage lending operations with the growth of Truehold Financial. This role offers a competitive base salary plus commission. Since this is a newer business line within the organization, we are looking for someone entrepreneurial, start-up oriented, and eager to sell and contribute to broader lending operations.
Key Responsibilities:
Manage and convert inbound leads for real estate investor (DSCR, Fix-and-Flip, RTL, etc.) and consumer-purpose mortgage products
Qualify borrowers, collect documentation, structure scenarios, and submit clean files to ops to deliver a smooth, professional end-to-end borrower experience
Diagnose investor needs, structure scenarios, and guide borrowers to the best loan options
Manage a fast-moving pipeline with strong follow-up and speed-to-lead and consistent meeting of monthly production goals
Collaborate with processing, underwriting, and partners to move loans from application to funding efficiently
Maintain full compliance with internal and regulatory requirements
Provide actionable feedback to improve workflows, turn times, and borrower experience
Contribute to building Truehold Financial's best-in-class lending programs
Required Qualifications:
2+ years of experience as a Mortgage Loan Officer/Originator
Proven track record converting inbound leads and originating mortgage loans
Real estate investor loans preferred, consumer mortgages a plus
Proficiency working with a CRM, LOS and pricing engines
Knowledge of underwriting standards and loan structuring best practices.
Excellent communication skills and a collaborative mindset
Highly motivated, organized self-starter with the ability to work independently and hit goals in a dynamic setting.
Preferred Qualifications:
Active NMLS license preferred (required only for consumer-purpose loans.
Experience in a startup or fast-paced lending environment
Familiarity with capital markets dynamics, pricing models, and investor product variants
Experience representing a lender at investor events or industry groups
We Provide:
Competitive compensation with fixed-fee commissions per loan
Consistent inbound lead volume from our in-house marketing team generating thousands of leads per month
Supportive, entrepreneurial environment where your input and performance have immediate impact
Exposure to a high-volume investor and SFR lending ecosystem
Opportunity to grow with a rapidly scaling mortgage platform
Auto-ApplyLoan Servicing Operations Sr Representative
Loan specialist job in Jacksonville, FL
Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for the servicing of loans. Key responsibilities include loan processing, researching, documenting loan history and responding to customers, investors or other 3rd party inquiries. Job expectations include handling moderately complex levels of transactions and providing support to senior management as needed.
**Responsibilities:**
+ Services and processes loans, including foreclosure, mortgage, lending, and specialty loans, ensuring adherence to state and local regulatory requirements to minimize financial exposure risk
+ Performs transaction processing, loan research, and loan documentation, including loan history and activity
+ Analyzes requests and determines an appropriate course of action in accordance with guidelines and regulations for customer, investor, and other third-party inquiries
+ Provides status reporting to senior management as needed
**Skills:**
+ Attention to Detail
+ Negotiation
+ Problem Solving
+ Written Communications
+ Data Collection and Entry
+ Record Keeping
+ Recording/Organizing Information
+ Research
+ Strategic Thinking
+ Decision Making
+ Oral Communications
Required Skills:
+ Ability to adapt quickly to change without negative impact to performance and/or productivity
+ Strong organizational and time management skills to perform multiple tasks within limited time frames.
+ Excellent analytic and problem-solving skills
+ Exhibit professional demeanor in all situations
+ Excellent interpersonal and communication skills, written and verbal
+ Strong phone skills with a proven track record of delighting customers
+ Customer-centric focus
+ Flexible, willing to learn and self-motivated
Desired Skills:
+ Knowledge of titling processes with the DMVs
+ 1 year in the financial industry
+ Document Management
+ Systems experience: BOSS, LINX, Magellan, FileNet
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Loan Officer, Retail
Loan specialist job in Jacksonville, FL
Come join our amazing team and work in our Jacksonville, FL Office!
Our Retail Loan Officer functions as a Consumer Direct inside sales mortgage originator and advises customers of all their mortgage options. Responsible for guiding our customers through the mortgage process whether purchasing a new home or refinancing their current home. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $125,000 - $300,000 annually.
What you'll do:
Prospect, connect, and build rapport with customers by making outbound calls to company-sourced leads and taking inbound calls from customer inquiries, Customer Service agent transfers, and third party transfers. •
Guide customers to the best mortgage products available by listening to the customer needs, answering questions, and collecting all documents necessary to close a mortgage loan.
Follow up with customers to ensure we are providing a high level of best-in-class service. • Adhere to all phone, email and SMS disclosure requirements when interacting with customers.
Partner with all respective business partners to ensure an expedient and seamless process of file flow.
Maintain resilience, determination, and adaptability to the changes in the mortgage industry and our customers' needs.
Maintain adherence to all applicable laws and regulations regarding mortgage lending.
Perform other duties as assigned
What you'll need:
Knowledge of FHA, FNMA, FHLMC, VA, and USDA products.
Knowledge of purchase and refinance transactions.
Knowledge of Carrington's underwriting guidelines and investor requirements or ability to learn quickly.
Knowledge of Carrington's loan origination system or ability to learn quickly.
Industry specific software knowledge preferred, i.e. Lead management systems (Leads 360), DU, LP, Appraisal Management Software.
Proficient at or capable of learning all mortgage origination software and technologies.
Passionate about serving current Carrington Mortgage customers.
Excellent communication, listening and interpersonal skills.
Strong attention to detail.
Our Company:
Carrington Mortgage Services-Retail Lending is part of The Carrington Companies. We offer a wide variety of home purchase and refinance products for government and conventional loan programs, specializing in underserved programs for borrowers with less than perfect credit and low down payment. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ***************************
What is the value proposition to joining the team?
Full array of mortgage programs.
Paperless loan file flow and process.
Aggressive Marketing support including brochures, social media, and CRM.
Aggressive underwriting: we manual underwrite over 80% of our files
Warm exclusive leads
Ability to originate nationally
Competitive compensation plan, including a base plus commission.
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get the opportunity to work with friends (and get some extra cash in your pocket!).
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
#LI-CF1
Auto-ApplyMortgage Loan Officer
Loan specialist job in Jacksonville, FL
Our team is experiencing tremendous growth, and we are looking for a results-oriented Loan Originator who can generate new business and referrals, as well as maintain the excellent relationships we have already established with clients and referral partners. The ideal candidate will be able to assist our team in closing loan packages while maintaining an excellent level of service and communication with our clients. Lending or mortgage industry experience is required. You must have strong organizational skills and superb customer service and communication skills. If you are tenacious, driven, and love a fast-paced career that allows your communication and interpersonal skills to truly shine, please start your application today!
Note: This is both an in-office and field position. Candidates must be able to work a schedule of 8am-5pm and participate in a weekend on-call rotation 1-2x/month. We expect an average of 3-4 days a week in the office, 1-2 days in the field.
Responsibilities:
* Collaborate with internal and external partners (e.g. loan officer assistant, loan opener, loan processor, underwriter, referral partners, escrow, title, etc.) on behalf of the applicant as needed to make sure the loan transaction goes through successfully
* Monitor sales pipeline, meet sales expectations/SLAs, get referrals, and generate new business opportunities
* Create personal relationships with clients - offer additional information and answer questions about home mortgage products
* Create and explain mortgage coach presentations for clients (total cost analyses) • Package files to send to the loan openers/processing staff
* Lock loans, structure files, and review final closing disclosures (CDs) with clients
Minimum Qualifications:
* 1+ year of experience as a mortgage loan originator
* Licensure with the NMLS in TX
* Experience with Encompass strongly preferred
* Willingness and ability to participate in a weekend on-call schedule rotation 1-2x/month
* Superb relationship, sales, communication, and MS Office skills
* Intermediate understanding of loan program guidelines and various types of loans such as Conventional, FHA, VA, and down-payment assistance loans
Preferred Qualifications:
* Bachelor's degree from an accredited institution
* 2+ years of experience as a mortgage loan originator
Benefits:
This position offers benefits including, but not limited to:
* Medical, dental, and vision insurance
* 401k with a company match
* 12 Days of PTO (prorated based on hire date)
* Company holidays
Mortgage Loan Officer
Loan specialist job in Jacksonville, FL
Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market.
Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications.
Structure loan to ensure compliance to product guidelines.
Submit through DU/LP and review findings to ensure borrower findings meets guidelines.
Enter all required information into the mortgage loan origination system and order appraisal.
Solicit and take loan applications in a professional and timely manner in line with company standard and procedures.
Evaluate credit factors and eligibility to ensure application meets guideline requirements.
Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered.
Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements.
Provide all necessary applicant information to processor.
Price loans according to guidelines and secure signed lock agreements.
Review Closing Disclosure (CD) and prepare the borrower for closing.
Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service.
Develop individual marketing plans to expand market share and stimulate loan production.
Maintain regular customer contact with professional and community organizations to ensure a positive company image.
Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage.
Provides advice and service to applicant requesting mortgage information.
Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility.
Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Perform other duties as assigned.
Job Skills Required:
B.A. or minimum of three years of mortgage banking experience.
Two years of mortgage banking sale experience.
NMLS registration.
Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines.
Ability to strategically plan to market and develop business contact.
Ability to work with limited supervision.
Excellent customer service skills.
Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.
Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.
Loan Processor
Loan specialist job in Jacksonville, FL
Job Title: Loan Processor - Loan Originations Job Overview: As a Loan Processor, you will play a vital role in our mortgage lending operations, responsible for efficiently processing loan files from application to closing. Having successfully completed training and a probationary period as a Trainee, you will utilize your expertise to collect and review borrower documents, communicate with customers, and collaborate closely with Loan Officers and Underwriters to ensure timely and accurate processing of loan applications.
Key Responsibilities:
* Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.
* Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.
* Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process.
* Work closely with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan file for approval.
* Maintain detailed and organized loan files, ensuring all documentation is properly documented and stored.
* Verify data accuracy in loan origination system and other relevant software platforms.
* Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions.
* Adhere to established timelines and service level agreements to meet closing deadlines.
* Provide exceptional customer service, ensuring a positive experience for borrowers throughout the loan process.
Minimum Qualifications:
* High school diploma or equivalent is mandatory; a college degree in finance or banking is preferred.
* Previous experience of 2-3 years in a professional office setting is required, ideally in an administrative or mortgage assistant role.
* Understanding of various loan products, including conventional loans, FHA, VA, adjustable/fixed-rate mortgages, etc., is essential.
* Highly driven and goal-oriented, with exceptional customer service and communication capabilities.
* Comfortable working in a dynamic, fast-paced environment.
* Skilled in managing a loan pipeline and associated tasks to meet designated turn times effectively.
* Proficient in Microsoft Office suite; capable of swiftly acquiring proficiency in the company's proprietary mortgage software products.
Physical Demands:
* Capable of safely and proficiently performing essential job functions as per ADA, FMLA, and other relevant standards, meeting productivity criteria.
* Maintain consistent, punctual attendance in compliance with ADA, FMLA, and other regulations.
* Clear and articulate communication skills on the telephone.
* Ability to sit at a workstation for extended periods.
* Proficient in physical typing.
Commercial Loan Closer (Remote in Jacksonville, FL or Atlanta, GA)
Loan specialist job in Jacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.
Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.
The Commercial Loan Closer coordinates, prepares loan documentation, and reviews commercial loan transactions while ensuring accuracy and meeting the requirements of loan approval, loan policy, federal regulations, and state laws. The Commercial Loan Closer reports any approval exceptions to the appropriate parties, escalates potential risk, and resolves exception items. Performs other projects and duties as assigned.
Essential Functions, Duties, and Responsibilities:
* Facilitates the closing of commercial loans.
* Reviews loan type, approval terms and conditions, loan policy, federal regulations, and state laws to determine closing requirements and develop a due diligence/closing checklist.
* Performs due diligence activities for a wide range of commercial loans, applying working knowledge to analyze requirements and effectively administer pre-closing activities.
* Prepares loan documents on bank's documentation system, ensuring that documents are prepared accurately with proper terms and conditions as outlined in the loan approval and within standards and requirements.
* Effectively and efficiently manages a large pipeline of loans at different stages of the closing process while managing workflow and deadlines.
* Identifies and obtains all necessary third-party reports which may include title, surveys, entity documents, flood determinations, environmental reports and UCC searches.
* Reviews all reports and documents for accuracy and sufficiency according to bank policy and regulatory requirements.
* Identifies discrepancies and issues, facilitates resolution, and takes corrective actions.
* Acts as a liaison with loan officers, attorneys, third party vendors and customers.
* Executes timely follow up and management of all closing requirements; monitors to ensure deadlines are met.
* Responsible for ongoing communication with lender and borrower on the status of specific loan requests.
* Processes disbursement of loan proceeds.
* Maintain and update electronic checklists to ensure all diligence items are addressed.
* Manage electronic file organization for all commercial loan files.
* Meets the Commercial Hubs Standard Service Level Agreements and Quality Control objectives.
* Provides instructions, guidance and requests to stakeholders ensuring clear, professional communication and efficient processing.
Required Knowledge, Skills and Competencies:
* Intermediate knowledge of commercial loan documentation and various loan structures such as commercial real estate, asset-based lending, general C&I lending, and a wide array of commercial non real estate transactions.
* Intermediate knowledge of due diligence requirements related to commercial loan transactions including but not limited to corporate documentation, leases, subordination agreements, property management agreements, franchise agreement, borrowing bases, and titles.
* Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
* Intermediate skills in computer and Microsoft Office.
* Able to effectively and persuasively express self, using language and grammar in a professional manner.
* Able to plan, schedule and organize professional schedule to achieve goals within or ahead of established time frames.
* Able to provide a high level of interactive service to others, building relationships and addressing identified needs.
* Able to analyze and record detailed information and produce accurate, high quality work products.
* Able to research, analyze, identify viable options, draw sound conclusions, and present findings.
* Intermediate knowledge of financial covenants, business entities, standard and non-standard loan products.
* Intermediate knowledge of commercial loan compliance policy and closing processes.
* Able to manage and organize a high volume of documents.
* Able to read, analyze and interpret commercial loan documents.
* Able to perform accurate calculations and transactions.
* Critical thinking and analytical skills required to review all transaction processing (file maintenance).
Industry and Work Experience:
* 3 or more years of experience as a Commercial Loan Closer or related role required.
* Experience using relevant banking and document storage software applications required.
Academic:
* Bachelor's degree required.
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
* Medical, Dental and Vision Insurance
* Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
* Life Insurance provided at no additional cost to employees
* Accidental Death & Dismemberment Coverage
* Long-Term Disability Coverage
* Paid Sick and Vacation Leave
* 11 Holidays
* Volunteer/Service Day
* Employee Stock Purchase Plan
* 401(k) Retirement Plan
* Ameris Bank matches 50% of your first 8% of contributions to the plan
* Flexible Spending Accounts
* Health Savings Account
* Health Reimbursement Arrangement
* Supplemental Life & Other Insurance Plans
* Identity Theft Protection
* Pet Insurance
* Legal Insurance
* Employee Assistance Program
* Employee Advocacy Program
* Tickets at Work (Entertainment discounts for Ameris Bank Employees)
* AT&T Employee Discount
* Wellness Discounts for Medical Premiums and Other Rewards
* Employee Referral Incentive
* Education Assistance
* Employee Resource Groups
Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
* Free Interest Checking
* Free Safe Deposit Box
* Free Money Orders, Travelers' Checks and Cashier Checks
* Discount on Mortgage Origination Fee
* Free Online Banking and Free Unlimited Online Bill Payment
* Employee Banking Perks
Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Mortgage Disclosure Specialist
Loan specialist job in Jacksonville, FL
Your role The Disclosure Specialist is accountable for managing and overseeing the residential mortgage disclosure process, ensuring compliance with all regulatory requirements and Firm policies. Your role involves preparing, reviewing, and delivering required disclosures to clients within specified timelines, working closely with other mortgage professionals and compliance teams. Provide guidance to management when errors or discrepancies are identified and advise when revisions are needed to any policies and procedures.
* ensure accurate, timely, and compliance of all loan disclosures including the Loan Estimate (LE), Change of Circumstance (COC), and Closing Disclosure (CD)
* assume responsibility for complex disclosures; identify and resolve discrepancies
* effectively manage a time sensitive pipeline, ability to prioritize and problem solve
* communicate with title companies to gather information for accurate fee disclosures
* review and validate change of circumstances
* respond to audit results and communicate in a positive and professional manner
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
You have:
* a university degree or equivalent experience
* ideally 5+ years' experience as a mortgage disclosure or closing specialist
* a high degree of self-discipline to meet deadlines and work under pressure, experience working in a fast paced, high volume, customer focused environment
* a proven ability to meet individual as well as organization goals, achieve high client satisfaction scores and operate with minimal direction and oversight
* previous Encompass experience preferred
You are:
* an expert in state and federal mortgage/credit regulations like Reg B and Reg Z and Reg X (TILA/RESPA Integrated Disclosure)
* detail oriented and have sharp analytical ability to evaluate fees, especially when auditing documents and ensuring regulatory compliance.
* an outstanding communicator, verbal and written
* willing to work flexible schedules as needed
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Loan Officer
Loan specialist job in Saint Augustine, FL
The Loan Processor supports multiple loan officers that specialize in anything from a simple unsecured loan, to a complex commercial real estate loan, and everything in between. To help loan operations provide reliable, consistent service to the customers, the loan processor: responds to emails and phone calls, helps loan officers stay in compliance, prepare and interpret financial documents, and work well under pressure and deadlines. The Loan Closer is responsible for all aspects of the closing process and ensures all terms of the loan are met. The Loan Closer works directly with processing, sales and management to effectively communicate the status of loan closings between title and company.
What you have already achieved: (Requirements)
2+ years of experience in a lending atmosphere with specific knowledge of loan operations/servicing duties and a basic understanding of underwriting guidelines
Experience with data entry and Microsoft Office products, LaserPro LOS, Finastra Phoenix Core and ECM imaging
A precise attention to details
The motivation to learn and constantly improve skills, processes and tools
The people skills required to work with all different types personalities from various backgrounds
Good judgment and the ability to keep information confidential
The ability to work with little to no supervision
What you are great at: (Responsibilities)
Process an application and verify accuracy of information supplied.
Explain disclosures and loan processes to the borrower.
Order credit report, flood determination, appraisal, background reports, survey and title insurance.
Review appraisals and title insurance received for issues or concerns.
Prepare loan closing documents and send them to the title company.
Fund loans and disburse funds.
Answer customer questions in a timely manner in-person, by phone, email, fax or mail.
Conduct inspections on various types of collateral including real estate, equipment and motor vehicles.
Coordinate with loan officer, borrower, realtor and title company to schedule loan closings.
Perform compliance check to ensure appropriate documentation, liens perfected and file maintenance completed.
Balance closing statements with loan evaluations to 'balance' the statement with the lender's figures.
Coordinate closings with title companies.
Ensure the quality and accuracy of loan level closing and funding data.
Manage and organize all files and documents related to loan closings.
Manage receipt, review and mark-up of title commitments. Correct errors with team members or third parties, if applicable.
Review construction draw requests, order inspection, ensure proper documentation of files for each draw.
Spread financials within the system for business, trust, personal and properties to ensure qualification of borrower/guarantor.
Produce preliminary term sheets for clients based on loan request, available collateral, and product guidelines.
Send an annual review request with documentation needed to complete the annual review.
Work with attorneys to prepare loan documentation, ensure the attorney has all required information of the transaction to ensure best enforceability of loan and bank protection.
Check valuation for loan officers on their requests for loans in the branches.
Field client calls on transaction, closing procedures, loan updates.
What you are motivated by:
A fast pace. We've grown exponentially and new team members continue to join our DLP family.
A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.
A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.
Our Mission:
DLP Bank - where Dream, Live, Prosper isn't just our name, it's our philosophy. Our commitment is to deliver a banking experience that helps you dream bigger, live better, and prosper more.
Benefits and Perks:
Health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at *****************. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.
Auto-ApplyCommercial Loan Servicing Specialist (Commercial Real Estate)
Loan specialist job in Jacksonville, FL
Commercial Loan Servicing Specialist
This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include:
Key Responsibilities and Duties
Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback.
Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary.
Perform system onboarding tasks for the real estate portfolio of loans.
Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity.
Ensure all trailing documents are obtained and retained in a timely manner.
Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance.
Process disbursements for tax and insurance maintenance
Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements.
Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation.
Participate in the timely and accurate completion of internal and external audits.
Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned.
Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes.
Minimum Qualifications
3+ years of commercial loan servicing experience
Preferred Qualifications
5 years of commercial loan servicing experience
Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred
Experience and familiarity with commercial loan documentation
Effective time management skills, able to prioritize and multi-task
Self-motivated while being a constructive and dependable team player
Excellent customer service skills; ability to interpret customer requirements
Strong verbal and written communication skills
General loan accounting skills
Strong analytical and problem-solving skills
Attention to detail, flexible and adaptable
Working knowledge of Microsoft Office Products, including Excel
Educational Requirements
Vocational and/or Technical Education Preferred
Role Specific Work Experience
3+ Years Required; 5+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
4IC
Posting End Date: 12/15/25
Commercial Loan Servicing Specialist (Commercial Real Estate)
Loan specialist job in Jacksonville, FL
**Commercial Loan Servicing Specialist** This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include:
**Key Responsibilities and Duties**
+ Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback.
+ Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary.
+ Perform system onboarding tasks for the real estate portfolio of loans.
+ Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity.
+ Ensure all trailing documents are obtained and retained in a timely manner.
+ Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance.
+ Process disbursements for tax and insurance maintenance
+ Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements.
+ Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation.
+ Participate in the timely and accurate completion of internal and external audits.
+ Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned.
+ Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes.
**Minimum Qualifications**
+ 3+ years of commercial loan servicing experience
**Preferred Qualifications**
+ 5 years of commercial loan servicing experience
+ Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred
+ Experience and familiarity with commercial loan documentation
+ Effective time management skills, able to prioritize and multi-task
+ Self-motivated while being a constructive and dependable team player
+ Excellent customer service skills; ability to interpret customer requirements
+ Strong verbal and written communication skills
+ General loan accounting skills
+ Strong analytical and problem-solving skills
+ Attention to detail, flexible and adaptable
+ Working knowledge of Microsoft Office Products, including Excel
**Educational Requirements**
+ Vocational and/or Technical Education Preferred
**Role Specific Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
4IC
**Posting End Date: 12/15/25**
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (*********************************************************
**Pay Range** $25 - $34
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
Loan Processor
Loan specialist job in Jacksonville, FL
Job Description
Job Title: Loan Processor - Loan Originations
Job Overview: As a Loan Processor, you will play a vital role in our mortgage lending operations, responsible for efficiently processing loan files from application to closing. Having successfully completed training and a probationary period as a Trainee, you will utilize your expertise to collect and review borrower documents, communicate with customers, and collaborate closely with Loan Officers and Underwriters to ensure timely and accurate processing of loan applications.
Key Responsibilities:
Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.
Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.
Communicate with customers to request additional documents or information, provide status updates, and address inquiries throughout the loan process.
Work closely with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan file for approval.
Maintain detailed and organized loan files, ensuring all documentation is properly documented and stored.
Verify data accuracy in loan origination system and other relevant software platforms.
Coordinate with third-party vendors, such as appraisers and title companies, to facilitate loan transactions.
Adhere to established timelines and service level agreements to meet closing deadlines.
Provide exceptional customer service, ensuring a positive experience for borrowers throughout the loan process.
Minimum Qualifications:
High school diploma or equivalent is mandatory; a college degree in finance or banking is preferred.
Previous experience of 2-3 years in a professional office setting is required, ideally in an administrative or mortgage assistant role.
Understanding of various loan products, including conventional loans, FHA, VA, adjustable/fixed-rate mortgages, etc., is essential.
Highly driven and goal-oriented, with exceptional customer service and communication capabilities.
Comfortable working in a dynamic, fast-paced environment.
Skilled in managing a loan pipeline and associated tasks to meet designated turn times effectively.
Proficient in Microsoft Office suite; capable of swiftly acquiring proficiency in the company's proprietary mortgage software products.
Physical Demands:
Capable of safely and proficiently performing essential job functions as per ADA, FMLA, and other relevant standards, meeting productivity criteria.
Maintain consistent, punctual attendance in compliance with ADA, FMLA, and other regulations.
Clear and articulate communication skills on the telephone.
Ability to sit at a workstation for extended periods.
Proficient in physical typing.