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  • Parent Peer Specialist-SHINE **$5,000.00 Hiring Incentive** (for this specific role)

    La Causa, Inc. 3.8company rating

    Loan specialist job in Milwaukee, WI

    La Causa Social Services is dedicated to supporting youth and young adults with complex mental health, developmental, and behavioral needs as well as their families, and is seeking an engaging, upbeat, and supportive Parent Peer Specialist to join our Youth Comprehensive Community Services Team. Why Join La Causa, Inc.? Meaningful work supporting individuals and families in crisis. Collaboration with a network of professionals in crisis response. Professional development and training opportunities. Potential for career advancement within the organization. Competitive benefits and paid leave including a day off for your birthday! **$5,000.00 Hiring Incentive** (for this specific role) Your Role: As a Parent Peer Specialist, you will provide personalized support to parents and caregivers navigating services for children with complex mental health, developmental, and behavioral needs. Drawing from your own lived experience, you will empower families, advocate for their voices, and help them overcome barriers to accessing care. What You'll Do: Provide Personalized Support - Offer one-on-one support to parents and caregivers at home and in the community, helping them engage with services and achieve their family's goals. Reengage Disconnected Families - Reach out to parents who have disengaged or face barriers to participation. Understand their perspectives and work to reconnect them with needed services. Empower Parents and Caregivers - Help parents build skills in self-care, crisis management, and navigating systems of care. Provide mentorship and education to support youth and their families with ongoing needs centered around complex mental health, developmental, and behavioral needs. Advocate for Families - Ensure parents' voices are heard in meetings with youth child and family teams, schools, legal systems, and community partners. Collaborate with Care Teams - Work closely with care coordinators to ensure that the goals and needs of parents, as outlined in the care plan, are met. Share Insight and Expertise - Offer valuable input to the care team by sharing your understanding of the challenges parents face when raising children with complex needs. Ensure Compliance - Follow all legal, organizational, and contractual policies, including audits, licensing requirements, and program evaluations. Promote Communication and Cooperation - Build and maintain positive relationships with families, care teams, and community stakeholders. Fulfill Mandated Reporting Duties - Comply with all mandated reporting requirements related to child safety and welfare. Engage in Ongoing Learning - Attend meetings, training, and professional development activities as needed. Support the Team - Take on additional tasks as assigned to contribute to the success of the program. What we are looking for: Social Work or related field (Required). Master's degree from an accredited school in Social Work or related field (Highly preferred). Wisconsin Certification as a Peer Specialist and/or Parent Peer Specialist. Lived experience of parenting a child with mental health and/or developmental disabilities. Proven ability to work with and support children, young adults, and families. Bilingual (Spanish and English), spoken and written. (Highly preferred). Positive and People-Oriented - Friendly, approachable, and a good listener with an upbeat attitude and a collaborative spirit. Excellent organizational, and multitasking skills. Strong verbal, written, and interpersonal communication skills with the ability to work effectively in a team environment. Proficiency in Microsoft Office Suite. Reliable transportation, a valid Wisconsin driver's license, state-minimum auto insurance, and the ability to meet La Causa, Inc. driving standards. Must successfully pass all required criminal background checks. Day-to-Day setting: Work in both office and field settings (travel required) Flexible work hours including evenings or weekends, based on program needs. Regularly required to drive, stand, sit, reach, stoop, bend, and walk. Employee is frequently required to see, talk, or hear. Finger dexterity is also required. Infrequent lifting, including files, will be encountered. Reasonable accommodation may be made to enable individuals with disabilities to perform essential job functions Connect with our Internal Recruiter: ****************** About La Causa, Inc.: La Causa, Inc., founded in 1972, is one of Wisconsin's largest bilingual, multicultural agencies. Our mission is to provide children, youth and families with quality, comprehensive services to nurture healthy family life and enhance community stability. We have several divisions that provide vital services to the community including Crisis Nursery & Respite Center, Early Education & Care Center, La Causa Charter School, Social Services: Adult Services and Youth Services, and Administration. At the heart of our mission is the dedicated staff that welcomes all into Familia La Causa and serves the children and families of Milwaukee. You can learn more about La Causa at *****************************
    $35k-44k yearly est. 4d ago
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  • Loan Servicing Representative

    Merchants Bank 4.1company rating

    Loan specialist job in Winona, MN

    Merchants Bank, Winona, has an opening for a full-time Loan Servicing Representative. This position involves data input and maintaining all types of loans (Commercial, Real Estate and Consumer) in the database. Also works with loan payments, taxes, insurance, and escrow functions. This position involves working with external and internal customers via telephone, providing accurate and appropriate information, and timely follow-through. A high level of accuracy with data entry and ability to problem solve required. Must be able to multi-task and prioritize, work as a team, be organized, and able to research. Excellent customer service skills required. This full-time position will generally be 32 hours/week. Hours will vary Monday-Friday between 8:00am - 5:00pm. Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options. Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to ********************. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Job Summary: Under limited supervision, performs a variety of Loan Servicing functions in connection with Commercial, Real Estate and Consumer loans by following established policies and pro cedures set forth for the Department. Is responsible for data input and inquiries relative to all lending functions of the Bank. Responsible for timely and accurate transaction processing and reporting of loan information, as well as extensive customer service via phone, email, and occasionally in person. Essential Duties: Employees with this job description are cross trained in all areas. While individuals may focus on specific shared daily duties, they must possess the ability over time to perform all the duties listed below. Regular, dependable attendance and punctuality are essential functions of the job. Adherence with financial requirements and regulations is required. Employee will be expected to contribute to a positive working environment through words and actions. Employee will be expected to work as a TEAM, in addition to completing individual responsibilities. Employee will be expected to greet internal and external customers in a friendly and outgoing manner. Employee will be expected to take responsibility to insure that internal and external customers receive outstanding service. Employee may be asked to perform other duties as required by business needs. Employee will be expected to complete compliance and product knowledge assignments timely. General: Responds to internal and external customer phone or written loan inquiries in a courteous, prompt (immediately or within 4 hours) and accurate manner by phone, as well as, through written cor respondence Distributes a wide variety of reports both within and outside the department; Possesses knowledge and understanding of reports which remain within the department; Maintains proper retention of reports within department Researches identified customer and computer system problems utilizing problem solving skills to hypothesize causes; Communication including recommendations with Manager/Assistant Manager for correction and prevention of continued problems Annually reviews and prepares interest paid statements Successfully completes “help desk” responsibilities in a timely and accurate manner. This includes all incoming servicing email, workflow items for late fee waivers, loan payments and advances, troubleshooting issues, as well as being the first individual to pick up the telephone by the second ring. Performs other duties as requested by manager/assistant manager within the Bank. Emphasis: Payment/General Servicing: Input of all real-time loan payments and loan advances for all MFGI locations Loan maintenance as required for all MFGI locations, including but not limited to, coupon books, payment schedule modifications, auto deducts, ACH, FTM, payment and/or interest rate changes, risk rating changes, collateral changes, officer number changes, etc. ACH or FTM setup and account review to ensure transactions are accurate & timely Reviews and processes daily, weekly, and monthly loan reports Completes consumer loan input, including Overdraft & Home Equity Lines of Credit for all locations Completes commercial new loan, renewal, change in terms loan input for all locations Input purchased and sold commercial loan participations on Signature system Reviews commercial participation reports and transacts/dialogs with participating banks Complete setup of new dealers in floorplan software and manage daily disbursements Completes retail and correspondent mortgage boarding for all locations Input sold participations for Secondary Market mortgage portfolio (sold to Fannie Mae/Freddie Mac) Place loans in non-accrual and charge-off on Signature system and prepare accounting histories and payoff statements, when requested Servicemembers Civil Relief Act (SCRA) processing and tracking Manages credit bureau reporting, monitoring of error reports and resolution of disputes, as required by Fair Credit Reporting Act (FCRA) Completes monthly Federal Housing Association (FHA), Veterans Administration (VA), Rural Economic Development, and Agriculture Best Management Practices Loan Program (AgBMP) reporting Emphasis: Secondary Market Servicing: Performs all servicing functions for secondary market investors (Freddie Mac & Fannie Mae) loans, i.e. reporting payoffs and daily transaction activity, remittance of cash, participation input, property loss claims management, escrow processing, cancellation or private mortgage insurance, etc. Utilizes Freddie Mac and Fannie Mae WEB applications for communication and transfer of data Processing in Signature system of all mortgage modification and deferral loans Reports & reconciles investor accounts monthly per secondary market guidelines and as required by external auditors Emphasis: Escrow Servicing: Ongoing monitoring, maintenance, and disbursement of all escrow accounts for payment of homeowners insurance, flood insurance, private mortgage insurance, FHA mortgage insurance, USDA guaranty fees and property taxes Manage property loss claims for all mortgage loans, as required by Secondary Market guidelines Provides annual PMI disclosures to all upfront and monthly private mortgage insurance loans. Responds to written requests for cancellation of PMI, as required by Regulation and Secondary Market guidelines and completes automatic PMI terminations based on original value when loan is at 78% LTV Annually inquires with each State/County on status of taxes paid for all non-escrow customers with appropriate notification per established pro cedures Ongoing follow-up with insurance agents to obtain initial insurance policies for credit file as required by secondary market and errors & omissions policy Verification of adequate coverage and importing of all insurance policies to electronic storage Provide annual escrow statements, including statements for modified loans, that require a longer timeframe for the spread of any shortage and/or deficiencies Working Conditions: Inside working environment, very low noise level. Physical Demands: Work is performed primarily sitting at a desk. Requires a high degree of finger dexterity, very good finger-eye coordination. Mental Demands: Requires above-average aptitude in the area of math/number skills, and evaluation/reasoning skills. Above-average skill in problem analysis and problem solving. Ability to speak with clarity and articu late thoughts and ideas well. Must be able to remain calm under pressure and relate to all types of personalities. Skill Requirements: Independent thought, good organization, self-motivation to complete tasks and remain on schedule with minimal supervision. Personal com puter skills, good typing skills, effective telephone and written com munication skills. Amiable personality; team player. Relationships: Responsible to the Loan Operations Manager for clarification of position responsibilities and authority and for proper interpretation. Position will have extensive phone and written interaction with cus tomers and staff. Extensive person-to-person interaction with staff. Must have ability to work in a team environment. Personal man ner to enhance the overall professional image of the Bank.
    $107k-183k yearly est. Easy Apply 16d ago
  • Consumer Loan Specialist

    Landmark Credit Union 4.3company rating

    Loan specialist job in Brookfield, WI

    At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union. NATURE AND SCOPEReports to the Manager, Consumer Loan Member Support. Engages with members and potential members who have applied for consumer loan products through the branch, call center, and online/digital channels. Gather, prepare, and process all necessary documentation through these channels for consumer loan applications. Examines documents to ensure accuracy and compliance with existing underwriting guidelines. This position will be responsible for ensuring all documents required for loan processing and closing are received, complete, and ready. REQUIREMENTS1. High school diploma or equivalent and minimum one year of consumer lending experience.2. Knowledge of all types of consumer loans and a general understanding of underwriting guidelines preferred.3. Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, and schedule closings preferred.4. Demonstrated ability in providing excellent customer service.5. Experience or ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to consumer lending.6. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.7. Proven ability to organize work, balance multiple priorities, manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within defined deadlines.8. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.9. Must have or be able to attain National Mortgage Licensing System Registration (NMLS#).10. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job related state and federal laws and regulations. PRINCIPAL ACCOUNTABILITIES1. Partners closely with Consumer Loan Underwriting, Consumer Loan Processing, Personal Financial Officers, and Branches to identify documentation requirements for each specific loan.2. Contacts members to collect necessary loan documentation, i.e., pay stubs, W2, purchase contracts etc.3. Verifies accuracy of loan applications according to current policies and procedures, and then inputs information into the current lending system when applicable.4. Informs members of items needed for closing, i.e., title of vehicle, seller requirements, etc.5. Coordinates the preparation of the closing documents in an accurate, error-free manner.6. Uses independent judgment, processes multiple types of consumer loans and modifications.7. Cross sells GAP, Mechanical Breakdown and Debt Protection and offers other identified cross sell opportunities to members.8. Monitors daily/weekly/monthly reports to ensure no applications reach more than 30 days before decisioning.9. Performs other duties as assigned. EEO/Veterans/Disabled
    $37k-48k yearly est. 3d ago
  • Consumer Loan Specialist

    Heights Finance Corporation 3.9company rating

    Loan specialist job in Onalaska, WI

    Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! .If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! * Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. * Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. * Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. * Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. * Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. * Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. * Sales Mindset: Confidence in promoting products and services that meet customer needs. * Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. * Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. * Adaptability: Willingness to learn new systems and processes in a dynamic environment. * Team Player: A collaborative spirit with a desire to contribute to team success. * Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. * Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 605 2nd Avenue South, Ste 120, Onalaska, WI 54650 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 8d ago
  • Home Loan Specialist II

    Solomonedwards 4.5company rating

    Loan specialist job in Des Moines, IA

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Consumer Loan Specialist

    Attain Finance

    Loan specialist job in Onalaska, WI

    Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! .If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 605 2nd Avenue South, Ste 120, Onalaska, WI 54650 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 7d ago
  • Consumer Loan Specialist

    Curo Group Holdings Corp 4.7company rating

    Loan specialist job in Onalaska, WI

    Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! .If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! * Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. * Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. * Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. * Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. * Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. * Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. * Sales Mindset: Confidence in promoting products and services that meet customer needs. * Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. * Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. * Adaptability: Willingness to learn new systems and processes in a dynamic environment. * Team Player: A collaborative spirit with a desire to contribute to team success. * Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. * Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 605 2nd Avenue South, Ste 120, Onalaska, WI 54650 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 6d ago
  • Consumer Loan Officer I

    1St. Community Credit Union 4.0company rating

    Loan specialist job in Sparta, WI

    Job Description Join our Team as a Consumer Loan Officer I!!! About Us: 1st Community Credit Union is a thriving mid-sized financial institution serving 14 counties across Western Wisconsin from three convenient branches. Join us in a workplace that values teamwork, balance, and a strong commitment to the communities we serve. Why 1st Community Credit Union: We are committed to fostering a team-first culture, promoting work/life balance, and delivering top-tier member service. Position: Full Time (40 hours/week) Consumer Loan Officer I Location: Sparta Office As the Consumer Loan Officer, I your responsibilities will be: Conducting loan interviews and gather necessary documentation, processing loan applications. Communicating loan decisions with applicants and providing next steps. Ensure members receive the financial solutions best suited to their needs. Analyzing loan applicant's financial situations, cross-selling credit union products and services to enhance the member well-being. Ensure compliance with credit union policies and procedures. Provide excellent member service through clear communication and professional support. Normal day to day functions will be answering questions about consumer loans, determining collateral values, prepare member loan files, offer financial counseling to our members, and completing sales reports. Your Skills & Experience: 3 years of financial experience preferred Ability to handle difficult or complex situations with a professional, friendly demeanor Proven sales experience We Support Your Well-Being: Health, dental, and vision insurance Voluntary coverage options for accident, critical illness, and cancer 401K plan with matching (up to 5%) Life insurance, long-term disability coverage, paid holidays and educational reimbursement. Generous vacation, personal and sick time pay Our Culture & Values: We foster a culture of Community, Communication, Courage, and Collaboration. We strive for continuous development and aim to deliver a standout member experience with every interaction. Why You'll Love Working Here: At 1st Community Credit Union, you'll be part of something much bigger than a job. Supported by a culture rooted in community, collaboration, and purpose, you'll thrive in a workplace that values work/life balance and truly invests in you. Our robust benefits listed above demonstrate that your well-being matters. Most importantly, your day-to-day contributions will make a meaningful impact. Every interaction strengthens our cooperative mission of "People Helping People," and together, we'll serve our members, empower one another, and grow-professionally and personally. If you're looking for a role where your work has meaning, your growth is supported, and your colleagues become your team, you'll find your place here.
    $64k-76k yearly est. 18d ago
  • Mortgage Loan Processor

    Levo Federal Credit Union 3.9company rating

    Loan specialist job in Dilworth, MN

    Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
    $45k-70k yearly 14d ago
  • Mortgage Loan Closing Specialist

    Forward Bank 4.0company rating

    Loan specialist job in Marshfield, WI

    Named American Banker's “Best Banks to Work For” SIX consecutive years, and now CertifiedTM by Great Place To Work. Here's your chance to move your career FORWARD and see what all the excitement is about! Forward Bank seeks a full time Mortgage L oan Closing Specialist to support our lending team through efficient preparation of loan closing packages and funding of client loans. Key Responsibilities: Performs a full range of duties related to the loan closing process including data collection and review, closing document preparation, loan disbursement, and loan sale. Obtain insurance coverage binders and/or policies and ensure level of insurance is appropriate Prepare approved loan files to submit for settlement Complete verifications of employment as needed Ensure final loan files are complete for permanent storage Qualifications: High school diploma or equivalent. Additional training in the banking industry is preferred. 1 - 2 years of related experience in a financial services role is preferred. Equivalent combination of education and experience will be considered. High level of organizational and problem-solving skills, with strong attention to detail Positive attitude with superior interpersonal and teamwork skills Professionalism and ability to maintain confidentiality Strong computer skills, specifically with Microsoft Office software applications Excellent written and verbal communication skills Ability to prioritize and manage multiple tasks in a fast paced environment Join our team and help us live our mission….. To Move Our Communities Forward!
    $37k-57k yearly est. Auto-Apply 5d ago
  • Mortgage Specialist

    Park City Credit Union 3.2company rating

    Loan specialist job in Wausau, WI

    Help Our Members Fulfill Their Dreams. Join our Team of Mortgage Specialists! This position is for our new Wausau, WI, location. The Mortgage Specialist proactively solicits new residential and commercial mortgage business and sells Park City Credit Union's (PCCU) products and services to members according to all credit union policies, procedures, Federal and State rules and regulations to meet established loan quality and production goals. The Specialist conducts interviews with mortgage applicants in order to analyze financial and credit information. The Specialist ensures exceptional member service by maintaining knowledge of lending programs, policies, procedures and regulatory requirements, with a commitment to professional ethics. The Specialist will be responsible for ongoing development and maintenance of quality relationships with real estate professionals in all credit union markets which may include regular participation in business related development opportunities and community efforts to promote homeownership. Requirements Must have proven conventional mortgage lending experience, processing, or equivalent. Experience working with secondary market offerings and thorough understanding of all types of mortgage products. Must have or be able to obtain a National Mortgage Licensing System registration number (NMLS#).
    $43k-49k yearly est. 20d ago
  • Consumer Loan Servicing Representative

    Blaze Credit Union

    Loan specialist job in Saint Paul, MN

    Full-time Description Role: Consumer Loan Servicing Representative performs a variety of support duties including assisting members and employees with questions regarding lending products and services by phone, messages, chats, and email. Weekly schedule includes Saturday rotation. Job Type: Full-time, on-site at our office in St Paul, MN Major Duties and Responsibilities Answers incoming phone calls and chats about servicing current consumer loans Assists members by taking payments over the phone through SWBC Assists members with payment options, set up and changes Completes requests for payment reversals/recasts Initiates Payment Deferral Program requests Collects and reviews proof of insurance for auto loans Assists members with CPI placement and waivers Provides pay-offs for members and third parties Completes Letters of Guarantee requests for insurance companies Gathers loan information and files Gap and CUNA claims Assists members with questions on loan products, promotions, and offers Completes Q2 digital banking messages Performs other duties as assigned to support effective department operations Other Duties Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control Exhibit Blaze's Core Value's: Better Lives, Thoughtfully Compassionate, Minnesota's Best, and Give Back Regular and predictable attendance Perform other duties as requested Requirements Experience/Education/Certifications/Licenses Minimum high School degree or equivalent Minimum 1-year financial institution experience Customer Service experience preferred Demonstrated Knowledge Strong verbal and written communication skills Computer skills including Microsoft products Knowledge of DNA core financial platforms desire Ability to work in a fast-paced environment and manage multiple tasks Communication Skills Ability to proactively respond to members/employees to problem-solve based on guidelines; written communications are based on templates but can be modified. Physical Requirements Ability to sit and stand; answer calls; operate computer; interact with internal employees and members on the phone; travel to designated offices; lift up to 20 lbs. Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations. The salary range for this position is: $22.53 - $24.50. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement. Salary Description $22.53-$24.50
    $22.5-24.5 hourly 28d ago
  • Mortgage Loan Specialist (Underwriter/Processor)

    Oak Bank Careers Page 3.5company rating

    Loan specialist job in Madison, WI

    Job DescriptionDescription: The Mortgage Loan Specialist executes secondary market and in-house residential loans. This role is involved in all aspects of processing which requires skills in underwriting, loan programs, collateral documentation, regulatory compliance, and loan processing software systems. Great opportunity for an experienced mortgage processor to move into a lead processing role, ensuring excellent client service as well as productive internal and external partner relationships. Responsibilities · Responsible for all aspects of residential mortgage (including in-house and secondary market) and construction loan processing by completing underwriting, applicable paperwork, inputting loans, and verifying documents. · Maintains processing knowledge of residential mortgage loan programs including but not limited to Fannie Mae (FNMA) and Federal Home Loan Bank (FHLB) MPF loans. · Requests and reviews supporting documentation such as appraisals, flood determinations, title work, insurance and any other required items as deemed necessary for each loan. · Conducts necessary searches including but not limited to credit bureau reports, verification of employment and deposit accounts. · Performs post-closing duties including perfecting collateral, disbursing loan proceeds, handling invoices and completing compliance checks. · Establishes and maintains loan accounts on the Bank's core system (FISERV Premier). · Maintains the systems used to process mortgage loans. · Assists with selling secondary market loans. · Prepares and/or reviews residential mortgage loan denials. · Demonstrates attention to detail in producing all loan documents and maintaining accurate loan files. · Regularly reviews workflows and procedures to ensure efficient residential loan processing, supporting projects related to system upgrades and enhancements. · Maintains professional relationships with internal and external clients as well as third party vendors. · Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risk. · Other activities as needed to drive toward our vision and fulfill our mission as a Loan Operations team and organization. Requirements: · Residential mortgage underwriting, processing or documentation work experience required. · 3-5 years of residential mortgage experience preferred. · Knowledge of FISERV Premier, Finastra Mortgagebot LOS, and other mortgage loan processing systems such as Desktop Underwriter (DU) preferred. · Knowledge of regulations and best practices relevant to residential loans to ensure compliance and mitigate risk. · Experience with Microsoft Word, Excel and Adobe Acrobat Standard. · Excellent verbal and written communication skills. · Good problem-solving skills using experience, knowledge and policies and procedures provided. · Ability to meet deadlines and prioritize work while working independently. · Demonstrated attention to detail to ensure accuracy and detect discrepancies for follow-up. · Able to collaborate as part of an overall team, supporting others throughout the bank to achieve goals and objectives.
    $31k-47k yearly est. 10d ago
  • Mortgage Loan Servicing Representative - To 50K - Milwaukee, WI - Job 3583

    The Symicor Group

    Loan specialist job in Milwaukee, WI

    Mortgage Loan Servicing Representative - To $50K - Milwaukee, WI - Job # 3583Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The PositionOur community bank client is seeking to fill a Mortgage Loan Servicing Representative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed.The position includes a generous salary of up to $50K plus incentives and an excellent benefits program. (This is not a remote position) Mortgage Loan Servicing Representative responsibilities include: Escrow management for the Mortgage and Consumer Loan Portfolio: Establish and maintain escrow accounts within the bank's core system. Perform escrow analyses and ensure timely disbursement of property taxes. Track and address delinquent property taxes. PMI Administration: Activate, disburse, and close PMI. Regulatory and Policy Compliance: Ability to adhere to all regulations, investor requirements, and internal policies. Investor Servicing Support: Assist in the management of investor servicing portfolios, including: Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity. Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests. Performing a variety of investor servicing functions as needed to support ongoing operations. Compiling and forwarding audit documentation in accordance with investor requirements. Executing monthly investor accounting cycles and processing related invoices. Reviewing and working investor-related reports to maintain up-to-date and accurate data. Staying current on investor servicing guidelines and reporting obligations. Perform A+ Warehouse lending responsibilities as needed. Insurance Monitoring: Monitor, disburse, and scan hazard and homeowners insurance documentation. Establish force-placed flood insurance coverage in compliance with regulatory guidelines. Reporting and Reconciliation: Reconcile internal investor and ledger accounts. Review various reports to identify and resolve exceptions, errors, and out-of-balance items. Loan Servicing Support: Verify year-end loan documentation and work internal loan reports. Perform servicing tasks such as: Credit references and mortgage verifications. Generating and applying payoff requests (via check or wire). File maintenance and construction draw processing. Responding to customer inquiries and servicing requests. Provide excellent internal and external customer service. Any other duties as assigned. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School diploma or equivalent required. Six months to two years related experience and/or training; or equivalent combination of education and experience. Experience with Jack Henry SilverLake a plus. Strong problem-solving and critical thinking skills. Self-starter, inquisitive, decisive, and accountable. Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines. Regular, dependable attendance and flexibility in schedule when required. Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers. Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems. High attention to detail and a strong commitment to accuracy. Demonstrates teamwork and initiative to support branch or department success. Take the initiative to learn and share industry knowledge. Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies. The next step is yours. Email us your current resume along with the position you are considering to: ************************
    $50k yearly Auto-Apply 60d+ ago
  • Supervisory Loan Specialist (Agricultural)

    Department of Agriculture 3.7company rating

    Loan specialist job in Harlan, IA

    Apply Supervisory Loan Specialist (Agricultural) Department of Agriculture Farm Service Agency SERVICE CENTER 8B Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents * How to apply These positions are in the Farm Service Agency, Iowa State Office, located in the following locations: * Mt. Pleasant, Henry County, Iowa * Harlan, Shelby County, Iowa * Mt. Ayr, Ringgold County, Iowa This position manages and directs the Farm Loan Programs administered in one or more USDA Service Centers providing services to one or more counties in the State. Summary These positions are in the Farm Service Agency, Iowa State Office, located in the following locations: * Mt. Pleasant, Henry County, Iowa * Harlan, Shelby County, Iowa * Mt. Ayr, Ringgold County, Iowa This position manages and directs the Farm Loan Programs administered in one or more USDA Service Centers providing services to one or more counties in the State. Overview Help Accepting applications Open & closing dates 01/20/2026 to 02/02/2026 Salary $89,508 to - $116,362 per year Pay scale & grade GS 12 Locations 3 vacancies in the following locations: Harlan, IA Mount Ayr, IA Mount Pleasant, IA Remote job No Telework eligible No Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential 12 Job family (Series) * 1165 Loan Specialist Supervisory status Yes Security clearance Other Drug test No Position sensitivity and risk Moderate Risk (MR) Trust determination process * Suitability/Fitness Financial disclosure Yes Bargaining unit status No Announcement number FSA-26-12865200-MP-IA-JGD Control number 854544900 This job is open to Help Internal to an agency Current federal employees of the hiring agency that posted the job announcement. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Clarification from the agency This position is open to current permanent Farm Service Agency (FSA) employees, Farm Service Agency current permanent County employees and CTAP/RPL eligible. Duties Help * Serves as the Service Center technical authority on the Farm Loan Programs and the primary point-of-contact on all farm loan issues addressed in the counties serviced. * Supervises and directs the work of a subordinate staff responsible for making, servicing, and liquidating loans under FSA farm loan authorities. * Has delegated loan approval authority and performs the full range of loan specialist duties. * Attends public meetings with various groups and associations and performs public relations and outreach efforts in the geographic areas serviced. * Applies knowledge of the technical and administrative concepts, principles, and practices of farm loan and financial management. * Applies knowledge of farm operations, land use and value, and production and marketing of various crops and livestock. Requirements Help Conditions of employment * You must be a US Citizen or US National. * Males born after 12/31/1959 must be Selective Service registered or exempt. * Subject to satisfactory adjudication of background investigation and/or fingerprint check. If selected, you may be sent instructions on obtaining fingerprints. Please note we are unable to reimburse for any fees incurred. * Successful completion of one-year probationary period, unless previously served. Refer to the Next Steps section for more information. * Direct Deposit: Per Public Law 104-134 all Federal employees are required to have federal payments made by direct deposit to their financial institution. * Successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov. * Subject to one year supervisory probationary period unless prior service is creditable. New FPAC supervisors must successfully complete all components of the required training program before the end of their probationary period. * Required to submit Confidential Financial Disclosure Report Form OGE-450 within 30 days of your initial appointment date, and annually thereafter. * This position requires "Agricultural Loan Approval Authority". Qualifications In order to qualify, you must meet the eligibility and qualifications requirements as defined below by the closing date of the announcement. For more information on the qualifications for this position, visit the Office of Personnel Management's General Schedule Qualification Standards. Your application and resume must clearly show that you possess the experience requirements. If education is required or being used to qualify, you must submit a copy of your transcripts. Individual Occupational Requirements Education Undergraduate and Graduate Education: Major study -- finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology. or Experience General Experience (for GS-5 positions): Experience that required gathering and analyzing facts and figures and presenting the information or conclusions in clear oral and written language; or that provided a knowledge of the principles of financial analysis or of insurance laws, such as contract, property, life, casualty, or marine insurance. Specialized Experience (for positions above GS-5): Experience that demonstrated competence in agricultural, commercial, realty, or other types of loans. Experience may have been gained in such work as reviewing and passing upon applications for agricultural, commercial, bank or mortgage loans; servicing a loan portfolio of a bank or other loan association; performing financial analysis of commercial concerns for investment purposes; appraising real estate to determine property valuation; or similar work. Specialized Experience Requirement: For the GS-12 grade level: You must have one year of specialized experience equivalent to the GS-11 grade level in federal service or comparable experience not gained through federal service. Specialized experience that demonstrates competence in agricultural loans. Experience reviewing and passing upon applications for various kinds of agricultural operations representing all types of ownership (i.e., single owner, partnerships, and corporations, etc.); servicing an agricultural loan portfolio of a bank or other loan association. In addition, experience must demonstrate a comprehensive knowledge and understanding of the technicalities of farm financing and credit, farm operations, land use and value, production of various crops and livestock, and prices and markets in the farming area where loans are made and serviced. Time-in-Grade Requirement: If you are a current federal employee in the General Schedule (GS) pay plan and applying for a promotion opportunity, you must meet time-in-grade (TIG) requirements of 52 weeks of service at the next lower grade level in the normal line of progression for the position being filled. You must meet this requirement by the closing date of this announcement. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional, philanthropic, religious, spiritual, community, student, social). Volunteer work helps build critical competencies and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. Education This job does not have an education qualification requirement. Additional information Career Transition Assistance Plan (CTAP) or Reemployment Priority List (RPL): Visit the OPM website for information on how to apply as a CTAP, RPL, or ICTAP eligible. To exercise selection priority for this vacancy, CTAP/RPL candidates must meet the basic eligibility requirements and all selective factors. CTAP candidates must be rated and determined to be well qualified (or above) based on an evaluation of the competencies listed in the How You Will Be Evaluated section. When assessed through a score-based category rating method, CTAP applicants must receive a rating of at least 85 out of a possible 100. Farm Service Agency (FSA) County Employees: Permanent County employees without prior Federal tenure who are selected for a Civil Service position under Public Law 105-277 will be given a career-conditional appointment and must serve a 1-year probationary period. Financial Disclosure: If selected, you will be required to submit Form OGE-450 within 30 days of your initial appointment date, and annually thereafter. Selectee is subject to financial Disclosure Requirements in accordance with 5 CFR, Part 2635, Sub part E regarding business or personal transactions with applicants, borrowers, or business contacts who have or who are seeking business with this Agency. Selectee must be able to obtain and maintain a security clearance. If selected you will be subject to a National Agency Check and Inquiry (NACI) and a credit report. Agricultural Loan Approval Authority: If selected, applicant will be required to provide proof of Agricultural Loan Approval Authority within 7 days of receipt of the Tentative Job Offer. Failure to provide required documentation will jeopardize further consideration. Telework: This position is not eligible for telework. Incentives: Recruitment and/or relocation incentives may be authorized. Bargaining Unit: This is a non-bargaining unit position. Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. You will be evaluated based on your qualifications for this position as evidenced by the experience, education, and training you described in your application package. A rating will not be used; all applicants who meet the minimum qualification requirements, to include any selective placement factor(s), if applicable, will be referred to the hiring manager for consideration. Note: If after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience, you may be found ineligible. Please follow all instructions carefully. Errors or omissions may affect your eligibility. Providing inaccurate information on Federal documents could be grounds for non-selection or disciplinary action up to including removal from the Federal service. Clicking the link below will present a preview of the application form. The application form link below will only provide a preview and does not initiate the application process. To initiate the online application process, click the "Apply" button to the right. To view the application form, visit: ******************************************************** Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help The following documents are required for your applicant package to be complete. Encrypted documents will not be accepted. Failure to submit required, legible documents may result in loss of consideration. Resume that includes: Personal Information: name, address, contact information; Education; Work Experience related to this position as described in the major duties including work schedule, hours worked per week, dates of employment; title, series, grade (if applicable); other qualifications. Resume cannot exceed 2 pages. Current Federal employees: * Most recent non-award Notification of Personnel Action (SF-50) showing you are/were in the competitive service, highest grade held (or promotion potential) on a permanent basis, position title, series and grade AND * Most recent performance appraisal (dated within 18 months) showing the official rating of record, signed by a supervisor, or statement why the performance appraisal is unavailable. A performance plan is not an acceptable substitute. Current permanent FSA County employees must submit your most recent non-award Notification of Personnel Action (SF-50) showing your highest grade (or promotion potential) held on a permanent basis, position title, series and grade AND most recent performance appraisal (dated within 18 months) per above. Surplus or displaced employees eligible for CTAP, RPL, or ICTAP priority must provide: proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (as applicable), current performance appraisal with rating of at least "Fully Successful" or equivalent, and your most recent SF-50 noting position, grade level, and duty location with your application per 5 CFR 330. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. How to Apply Help Please read the entire announcement and all instructions before you begin. You must complete this application process and submit all required documents electronically by 11:59p.m. Eastern Time (ET) on the closing date of this announcement. Applying online is highly encouraged. We are available to assist you during business hours (normally 8:00a.m. - 4:00p.m., Monday - Friday). If applying online poses a hardship, contact the Agency Contact listed below well before the closing date for an alternate method. All hardship application packages must be complete and submitted no later than noon ET on the closing date of the announcement to be entered into the system prior to its closing. Resumes must not exceed two pages. This agency provides reasonable accommodation to applicants with disabilities on a case-by-case basis; contact the Agency Contact to request this. To begin, click "Apply" and follow the instructions to complete the Assessment Questionnaire and attach your resume and all required documents. Please verify that documents you are uploading from USAJOBs transfer into the Agency's staffing system as there is a limitation to the number of documents that can be transferred. However, once in the Agency's staffing system, you will have the opportunity to upload additional documents. Uploaded documents must be less than 5MB and in one of the following document formats: GIF, JPG, JPEG, PNG, RTF, PDF, TXT or Word (DOC or DOCX). Do not upload Adobe Portfolio documents because they are not viewable. Encrypted documents will not be accepted. Failure to submit required, legible documents may result in loss of consideration. Please ensure your resume does not exceed two pages. Applicants who submit a resume that exceeds two pages will be removed from consideration. Our office cannot be responsible for incompatible software, your system failure, etc. Agency contact information Jessica Daigle Email *********************** Address Farm Service Agency 1400 Independence Ave SW Washington, DC 20250 US Next steps Your application will be reviewed to verify that you meet the eligibility and qualification requirements for the position prior to issuing referral lists to the selecting official. If further evaluation or interviews are required, you will be contacted. Log in to your USAJOBS account to check your application status. You must choose to turn on email notifications in your USAJOBS profile if you want to receive important email notifications that may impact your applicant experience (e.g., If you start an application and do not submit it prior to the closing date, USAJOBS will send an email reminder that the closing date is approaching and your application is in an incomplete status). Multiple positions may be filled from this announcement. Probationary Period: As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider: your performance and conduct; the needs and interests of the agency; whether your continued employment would advance organizational goals of the agency or the Government; and whether your continued employment would advance the efficiency of the Federal service. Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest. Under the Fair Chance Act, agencies are not allowed to request information about an applicant's criminal history until a conditional offer of employment has been made, except as allowed for access to classified information; assignment to national security duties or positions; acceptance or retention in the armed forces; or recruitment of a Federal law enforcement officer. An applicant may submit a complaint or any other information related to an organization's alleged noncompliance with the Fair Chance Act. The complaint must be submitted within 30 calendar days of the date of the alleged noncompliance. To make a Fair Chance Act inquiry or complaint, send an email with the appropriate information to *************************, subject line: Fair Chance Act. Fair and transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. Criminal history inquiries Equal Employment Opportunity (EEO) Policy Financial suitability New employee probationary period Privacy Act Reasonable accommodation policy Selective Service Signature and false statements Social security number request Required Documents Help The following documents are required for your applicant package to be complete. Encrypted documents will not be accepted. Failure to submit required, legible documents may result in loss of consideration. Resume that includes: Personal Information: name, address, contact information; Education; Work Experience related to this position as described in the major duties including work schedule, hours worked per week, dates of employment; title, series, grade (if applicable); other qualifications. Resume cannot exceed 2 pages. Current Federal employees: * Most recent non-award Notification of Personnel Action (SF-50) showing you are/were in the competitive service, highest grade held (or promotion potential) on a permanent basis, position title, series and grade AND * Most recent performance appraisal (dated within 18 months) showing the official rating of record, signed by a supervisor, or statement why the performance appraisal is unavailable. A performance plan is not an acceptable substitute. Current permanent FSA County employees must submit your most recent non-award Notification of Personnel Action (SF-50) showing your highest grade (or promotion potential) held on a permanent basis, position title, series and grade AND most recent performance appraisal (dated within 18 months) per above. Surplus or displaced employees eligible for CTAP, RPL, or ICTAP priority must provide: proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (as applicable), current performance appraisal with rating of at least "Fully Successful" or equivalent, and your most recent SF-50 noting position, grade level, and duty location with your application per 5 CFR 330. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
    $30k-51k yearly est. 7d ago
  • Consumer Loan Servicing Representative

    Dutrac Community Credit Union 3.8company rating

    Loan specialist job in Dubuque, IA

    Job Description Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals may be. As a Loan Servicing Representative at DuTrac you have the power to be the difference maker! Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package. The Consumer Loan Servicing Representative plays an integral part of the lending function at the credit union with the following responsibilities: Ensuring the proper documentation of all consumer loans. Provide tracking of documentation for loan and member service functions. Insures that assets held as collateral by the Credit Union are properly insured and liens are properly perfected. Follows up on titles not received in a timely manner and contacts appropriate parties for missing documents. Verifies accuracy of shared pledged for share secured loans. Submits GAP and CPI claims. Processes paid off loans and releases titles. Responds to members requests; directs titles to branches for member pick up; provides written payoff requests and guarantee of title releases to third parties. Ideal candidates will have the following experience: One to three years of similar experience. Excellent computer skills. Knowledge of lending process is helpful. Very organized and strong record keeping skills. Outstanding written and verbal communication skills. This position is full-time and is located in the Dubuque market. DuTrac Community Credit Union is proud to be an Equal Opportunity Employer. Apply at ********************** Powered by JazzHR aqs SMOfcIf
    $32k-41k yearly est. 18d ago
  • Consumer Loan Specialist - Sales Customer Service

    Republic Financial 3.4company rating

    Loan specialist job in La Crosse, WI

    Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $32,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! We are also offering a $2,500 Sign On Bonus + $500 after 90 days with a satisfactory rating! In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply today! As a Consumer Loan Specialist, you will be a key team member in the branch. Your primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. The successful candidate will posses a professional demeanor, outgoing/positive attitude, reliability, and excellent oral and written communication skills. ABOUT REPUBLIC FINANCE We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our communities. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital. Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and by rewarding performance. Job responsibilities are as follows: * Actively seeks opportunities to originate new loan business with new and existing customers. * Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. * Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants. * Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing. * Takes ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans. * Closes loans, assembles loan folders, and breaks down files as well as other miscellaneous tasks. * Consistently meets or exceeds loan goals. * Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio. * Applies analytical skills to quickly and efficiently resolve any customer issues. * Processes insurance claims, follow-ups and payments daily and maintains insurance log. * Provides excellent customer care through daily transactions, customer inquiries and problem resolution. * Answers incoming phone calls; checks branch's voicemail. * Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance. Requirements * High school diploma or equivalent. * Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based). * Professional demeanor, positive attitude, strong communication and customer relations skills are a must. * Ability to work in a high-performing, fast-paced, goal-oriented, team environment. * Ability to successfully navigate priorities while paying close attention to details. * Basic computer skills and familiarity with Windows & Microsoft Office. * Ability to meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen. * Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state's department of insurance. Benefits We offer a competitive compensation and benefits package including: * Health, Dental, & Vision Insurance * 15 days of Paid Time Off (PTO) to start + 1 additional personal day * 401k + employer match * Company provided Life Insurance & Long Term Disability * Employee Assistance Program - Confidential mental health support Additional benefits with Republic Finance include: * Access to LinkedIn Learning's library of 10,000+ professional development courses * Employee of the Month Program * Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital * Professional offices with a friendly team environment * Monthly incentive bonus pay * Internal promotions Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace. IND123
    $32k yearly Auto-Apply 18d ago
  • Mortgage Specialist - Suspense Account

    Pinnacle Alliances

    Loan specialist job in Iowa City, IA

    Must have an understanding and experience of servicing in Residential lending Cashiering, payment functionality Suspense account Candidates should know Analytical thinking, Decision tree approach Job Description The person should have a strong mortgage domain experience. In addition, he/she should have the following expertise Expertise/Working knowledge in designing a Mortgage Suspense account. Working knowledge in Suspense account, Partial Payment, Overpayments Knowledge on CFPB Rule Regulates Suspense Accounts
    $26k-37k yearly est. 60d+ ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Des Moines, IA

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Consumer Loan Servicing Representative

    Dutrac Community Credit Union 3.8company rating

    Loan specialist job in Dubuque, IA

    Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals may be. As a Loan Servicing Representative at DuTrac you have the power to be the difference maker! Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package. The Consumer Loan Servicing Representative plays an integral part of the lending function at the credit union with the following responsibilities: Ensuring the proper documentation of all consumer loans. Provide tracking of documentation for loan and member service functions. Insures that assets held as collateral by the Credit Union are properly insured and liens are properly perfected. Follows up on titles not received in a timely manner and contacts appropriate parties for missing documents. Verifies accuracy of shared pledged for share secured loans. Submits GAP and CPI claims. Processes paid off loans and releases titles. Responds to members requests; directs titles to branches for member pick up; provides written payoff requests and guarantee of title releases to third parties. Ideal candidates will have the following experience: One to three years of similar experience. Excellent computer skills. Knowledge of lending process is helpful. Very organized and strong record keeping skills. Outstanding written and verbal communication skills. This position is full-time and is located in the Dubuque market. DuTrac Community Credit Union is proud to be an Equal Opportunity Employer. Apply at **********************
    $32k-41k yearly est. Auto-Apply 17d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in La Crosse, WI?

The average loan specialist in La Crosse, WI earns between $26,000 and $79,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in La Crosse, WI

$45,000

What are the biggest employers of Loan Specialists in La Crosse, WI?

The biggest employers of Loan Specialists in La Crosse, WI are:
  1. CURO
  2. Heights Finance
  3. Attain Finance
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