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Loan specialist jobs in Lakewood, WA

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  • SBA Loan Specialist

    The Washington Trust Bank 4.7company rating

    Loan specialist job in Tacoma, WA

    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve. Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required. The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals. Essential Functions * Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site. * Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs. * Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary. * Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans. * Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client. * Works with relationship managers to help ensure an integrated and seamless approach to servicing the client. * Participates in client relationship planning as it relates to SBA lending. * Manages and assists with the management of SBA loan projects as needed by Relationship Managers. * Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies. * Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. * Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure. * Maintains proficiency regarding current Bank and Divisional policies and procedures. * Perform compliance and risk management duties as required or assigned Qualifications * 5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects. * Knowledge of SBA Standard Operating Procedures. * Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis. * Knowledge of government regulations surrounding SBA lending. * Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field. * Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). * Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients * Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients * High degree of PC based technical skills, including proficiency with the Microsoft Suite of products * Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor. * Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts. * Ability to work well with people with diversified personalities. * Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower. Compensation: $64,279 - $96,419 The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan. * Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987 What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
    $90k-135k yearly 32d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Olympia, WA

    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
  • SBA Loan Closing Specialist I

    Columbia Bank 4.5company rating

    Loan specialist job in Tacoma, WA

    **About the Role:** In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. + Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. + Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. + Verify and determine the amount and source of borrower injection funds. + Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. + Prepare lenders instructions and coordinate loan closings with escrow and title companies. + Perform loan related searches on individuals, entities, and collateral. + Responsible for accurate ordering and generation of Laser Pro and SBA documents. + Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. + May be asked to coach, mentor, or train others within the team. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes personal initiative and is a positive example for others to emulate. + Embraces our vision to become "Business Bank of Choice" + May perform other duties as assigned **About** **You:** + H.S. Diploma/GED + 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. + Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. + Ability to comply with bank policy and procedures. + Experience working with SBA production staff and underwriters. + Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. + Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. + Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. + Ability to work under pressure and organize own work with guidance from Supervisor. **Job Location(s):** Ability to work fully onsite at posted location(s). The pay range for this role is $28.00 - $40.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. **Primary Location:** Ability to work fully onsite at posted location(s). 3111 Camino Del Rio North Suite 200 San Diego CA 92108 **Our Benefits:** We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. **Our Commitment to Diversity:** Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://******************** **To Staffing and Recruiting Agencies:** Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $28-40 hourly 7d ago
  • Loan Servicing Specialist (Records Management)

    Washington Federal 4.5company rating

    Loan specialist job in Seattle, WA

    Min USD $22.00/Hr. Max USD $25.00/Hr. Location:This position is located in our Seattle office. The Loan Servicing Department has an opening for a Loan Servicing Specialist. The position supports loan servicing functions, delivers comprehensive and prompt customer service to internal and external customers and exercises quality control oversight in the execution of all duties. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and customers. Key functions include but are not limited to the following: * Deliver excellent customer service to internal and external customers in the execution of all assigned loan servicing duties within service level standards. * Prepare payoff quotes as written requests are received from escrow companies, branches and clients. * Receive and post incoming payoff checks and insure any overages are returned to the client. * Prepare the lien release for real estate secured loans. * Accurate and consistent performance of daily insurance functions. * Perform post-closing quality control on modified and newly funded loans. * Assist department with other daily functions. * Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations Qualifications * Position requires a high school diploma or equivalent. * Able to deal effectively and tactfully with internal and external clients. * Can function well under deadlines. * Ability to organize, prioritizes, and communicates status on work assignments in a consistent manner. * Ability to perform daily work according to prescribed schedules and be flexible to meet departmental needs. * Regular, consistent attendance. * Experience in real estate lending processing and documentation is beneficial. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 10/31/2025
    $22-25 hourly 16d ago
  • Commercial Loan Coordinator I

    FS Bancorp, Inc. 4.5company rating

    Loan specialist job in Lacey, WA

    A GREAT PLACE TO WORK AND BANK Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams! If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY: Processes and prepares loan documentation related to all levels of commercial loans including C&I, Commercial real estate and construction loans. Works independently, identifies and resolves issues and concerns on complex transactions, coordinates and communicates with appropriate lending officers. Provides high quality WOW customer service to internal and external customers. Close and/or fund moderate to complex commercial and construction loans including the review of loan documentation prior to closing. Contributes in all phases of construction and commercial loan production. Work is performed under limited supervision, incumbent applies judgment, and decision-making is based on learned and written procedures/guidelines. Utilizes core operating system and the Laser Pro documentation system. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: * Prepares and processes documents throughout the application process. Ensures loans are processed and loan documents prepared in accordance with the credit approval. * Responsible for the preparation of closing Documentation for commercial loans * Collects data to clear title per company standards and guidelines. * Follows up to obtain and maintain appropriate supporting file documentation such as title endorsements, building/occupancy permits, insurance etc., * Setup loan files and maintain credit files in accordance with processing guidelines * Reviews title commitments, orders flood determinations, appraisals, opens & coordinates escrow * Accurately maintains and updates all system records, loan files, lot release according to procedures including performing a post funding review of loan files to ensure accuracy. * Reviews requests for changes and/or waivers to certain loan documents and conditions within scope of authority. Identifies issues and concerns, coordinates communication of requests with lending officer, credit analyst and/or management for resolution. * Prepares wires in accordance with company standards and guidelines. * Works with lenders, management team, escrow closers, external and internal legal counsel to document and close loans. * Performs other duties as assigned. BENEFITS AND PERKS * Full medical, dental, and vision coverage for individual or family plan. * Life insurance. * Long-term disability insurance. * 401K matching program. * Paid sick and vacation time. OUR CORE VALUES * Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers. * Ethical - fair, honest and act with integrity. * Lead by Example - maintain a positive attitude, show respect for others, and have some fun! * Accountable - we take our responsibilities seriously and we meet our commitments with urgency. * Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank. * Embrace Dreams - we encourage each other to reach for our dreams. * Diversity - we celebrate diversity and support equality for all. * Community Oriented - we actively support our communities and the Bank's CRA initiatives. * Open and Honest Communication - always professional, responsive, and timely. EDUCATION and/or EXPERIENCE * 2+ years related job experience specifically, commercial and construction lending concepts, procedures, and documents (origination, processing, closing and/or servicing) * Accounting or similar detail-oriented knowledge helpful * Basic knowledge of all applicable regulations that pertain to this position is required. * Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs. * Ability to prioritize work, communicates status of files with loan officers, borrowers, etc., and follow up on documentation. COMPUTER SKILLS To perform this job successfully, an individual should be skilled in Microsoft Office Products, proficient using 10-Key, typing skills. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * The employee will primarily operate in a general office environment, using office equipment such as a phone and a computer. * The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing to interact frequently with the general public. Salary: $24.00 to $29.00 an hour
    $24-29 hourly 6d ago
  • Loan Processor

    Wealthfront 4.6company rating

    Loan specialist job in Seattle, WA

    Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of retail mortgage processing experience Mortgage Loan Originator License preferred; Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $55,000 - 62,000 USD plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
    $55k-62k yearly Auto-Apply 60d+ ago
  • Loan Officer

    Guild Holdings Company

    Loan specialist job in Tacoma, WA

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards, ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions * Obtain an accurate and thorough 1003. * Collect supporting documentation from borrower: * 30-day paystubs * 2 years tax returns * Last 2 years W2's * Award letters, disability, trust income, etc. * LOE for Gaps in jobs * At initial contact with borrower provide needs list and complete application * 2 months bank statements * Obtain executed disclosures within regulations time frame. * Obtain accurate AUS findings. * Analyze credit report and financial scenario, determining appropriate loan product(s). * Determine (price) a profitable loan and communicate fees to ops team. * Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. * Lock in rate. * Review CD to ensure fees and cash at closing are consistent with commitment to Customer: * Issue Lender Credit if needed * If loan out of balance, work with processor & branch manager to request subsidy * Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. * Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. * Coordinate, create, track and distribute marketing materials. * Manage client and referral partner databases. * Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. * Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications * High school diploma or equivalent required. * At least two years of experience in Mortgage lending or related field. * Active NMLS License. * Ability to manage multiple priorities, strong detail orientation and highly organized. * Works with a strong sense of urgency and responsiveness. * Passionate about delivering excellence in customer service. * Demonstrated patience and professionalism when interacting with both internal and external customers. * Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. * Strong verbal and written communication skills. Supervision * Intermittent to low supervision required, depending on experience * Apply sound judgment in execution of core job responsibilities * Travel: 0% Requirements * Physical: Work is primarily sedentary; mobility in an office setting. * Manual Dexterity: Frequent use of computer keyboard and mouse. * Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. * Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. This position offers eligibility for incentive compensation. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
    $38k-51k yearly est. 60d+ ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in Tacoma, WA

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $38k-51k yearly est. 60d+ ago
  • Loan Servicing Project Specialist I

    Umpqua Bank 4.4company rating

    Loan specialist job in Tacoma, WA

    Description About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Loan Servicing Project Specialist serves as a subject matter expert with responsibility for planning, organizing, administering, and/or leading short-term initiatives of varying scope within a division(s) and/or department(s). The Loan Servicing Project Specialist may work on several projects concurrently. Develops tactical plans to implement projects. Manages resources to ensure that projects are implemented in the most cost-effective manner. May negotiate agreements/contracts with outside vendors or entities and ensures commitments are met. Communicates the purpose of the project to internal constituencies and/or external customers/community members. Develops and implements measures to determine and monitor effectiveness of projects. May provide training to others regarding features and benefits of projects. May be required to represent the company in the community. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's Degree in business, a related field, or equivalent preferred Less than 2 years of relevant business experience required Strong relationship management and operational abilities, analytical and problem-solving skills, loan servicing, and project management skills. Knowledge of products and services in project area. Proven track record of success and skills in project area. Knowledge of policies, procedures, practices and documentation in project area. Proven ability to gain cooperation of others, conducting presentations of technical information concerning specific projects/schedules. Excellent written and verbal communication and presentation skills. Ability to work effectively with individuals and groups across the company to manage customer relationships. Proficiency with personal computers and related software packages such as Word and Excel, and other business machines. Ability to train and present to small and large audiences or has the interest in learning to train and present. Job Location(s): Ability to work fully onsite at posted location(s). Spokane, WA, Liberty Lake, WA, Tacoma, WA, Phoenix, AZ, Irvine, CA, Roseburg, OR Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $22.70 - $37.84/hr., and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $22.7-37.8 hourly Auto-Apply 60d ago
  • Loan Officer

    Cornerstone Capital Bank 3.3company rating

    Loan specialist job in Tacoma, WA

    Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring energy and expertise to every transaction, and you're motivated by helping people achieve homeownership while building a thriving business of your own. What you'll do: You'll be the trusted guide clients and referral partners count on throughout the entire mortgage journey. That means building genuine relationships, understanding what matters most to each borrower, and helping them navigate their options with confidence and clarity. You'll manage every detail from application to closing, set clear expectations, and deliver an exceptional experience at every step. And because this industry never stops evolving, you'll stay sharp on market trends, product updates, and compliance requirements so you're always bringing your best. What You'll Bring: Success here comes down to three things: heart, hustle, and a commitment to doing right by people. Here's what that looks like: Minimum of 2 years of consecutive, recent experience in mortgage loan origination with demonstrated knowledge of the complete loan lifecycle Active Mortgage Loan Originator (MLO) license in good standing with the NMLS for applicable state(s), or the ability to obtain licensing within 60 days of hire Proven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals Ability to manage a consistent loan pipeline effectively Strong analytical capabilities to interpret complex financial data and guide sound lending decisions Exceptional communication and relationship management skills that build trust and loyalty Advanced organizational abilities and strategic problem-solving approach A positive, proactive attitude and a genuine passion for helping others win What We Offer: Competitive compensation structure that rewards your production Comprehensive benefits including medical, dental, vision, and 401(k) Industry-leading support Access to hundreds of loan products through dozens of investor sources Award-winning workplace culture recognized for work-life balance and employee satisfaction Joint venture opportunities for growth in the builder channel What to do Next: If you're reading this and thinking "this is exactly the kind of company I want to build my career with," don't wait. Apply now and let's start a conversation about your future at Cornerstone. We're building something special here, and we're looking for professionals who are ready to grow with us for the long term. Once you join Cornerstone, we invest in you as a valued member of our team. Our team members will tell you there's something different about working here: a culture of genuine support, innovation, and shared purpose that you'll experience from day one. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $36k-46k yearly est. 38d ago
  • Mortgage Loan Processor

    Perfect Fit Loans

    Loan specialist job in Sumner, WA

    Job DescriptionAre you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now!Responsibilities Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records Put together loan packages and submit to lender underwriting for approval or denial Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports Assist borrowers in determining the best mortgage type based on interview and situation Qualifications Must have Experience in Processing mortgage and home loans We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote Superb analytical skills, time management skills, and attention to detail Must have excellent written and verbal communication skills High school diploma or GED required - Associate's degree in accounting, finance, or business preferred 2 years minimum experience in loan processing required FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required Compensation$54,000 - $62,000 DOE Come grow with us. Apply today!
    $54k-62k yearly 3d ago
  • Experienced Loan Officer

    Solid Rock Recruiting LLC

    Loan specialist job in Seattle, WA

    Job DescriptionExperienced Loan Officer Compensation: $100,000 - $150,000 (Base + Incentives) Employment Type: Full-Time About the Bank We are a well-established community bank committed to serving local businesses and individuals with reliable service and local decision-making. As our loan portfolio continues to grow, we are seeking an Experienced Loan Officer to join our team and support ongoing lending needs across the community. Position Overview The Experienced Loan Officer will develop, manage, and grow a portfolio of commercial and consumer loans. This role is ideal for a lender who thrives on relationship building, portfolio management, and delivering high-quality client service. Key Responsibilities Build and maintain strong relationships with new and existing clients across the community. Analyze financials, credit reports, and collateral to structure appropriate loan solutions. Manage a diversified loan portfolio and ensure ongoing credit quality. Present loan requests and recommendations to the credit team/loan committee. Identify growth opportunities through client outreach, referrals, and community involvement. Provide a high level of responsiveness and support to clients and internal partners. Ensure all lending activities follow bank policies, regulatory requirements, and risk guidelines. Qualifications 3+ years of experience as a Loan Officer or Commercial/Consumer Lender (community bank experience preferred). Strong credit analysis and financial statement review skills. Proven track record of building and managing a healthy loan portfolio. Ability to grow business through relationships, networking, and local presence. Excellent communication and client-service skills. Bachelor's degree in Business, Finance, Accounting, or related field preferred. Compensation & Benefits Total earnings of $100,000 - $150,000 (base salary + incentive plan) Full benefits package (health, 401k, PTO, etc.) Local decision-making and strong support from leadership Long-term career stability and growth opportunities How to Apply Please send your resume to brian@solidrockrecruiting.com with the subject line: Experienced Loan Officer Application . All inquiries are fully confidential.
    $38k-51k yearly est. 4d ago
  • Mortgage Loan Officer in Washington

    Morty

    Loan specialist job in Seattle, WA

    Job Description Join Morty as a mortgage loan officer in Washington. Leverage our innovative mortgage technology, extensive lender marketplace, extremely competitive mortgage rates in Washington and dedicated closing team to advance your career and achieve success. Are you a smart, resourceful, and self-sufficient individual? We're actively seeking talented candidates based in Washington to join our platform as Mortgage Loan Officers. Our ideal team members are passionate about cultivating a robust mortgage business portfolio while enjoying the flexibility of setting their own pace. Successful Mortgage Loan Officers at Morty possess a deep understanding of mortgage products, exceptional communication skills, and a proven ability to forge strong relationships. Your role will involve close collaboration with homebuyers, providing expert guidance on mortgage options, and overseeing loan origination. If you're not licensed, but have been thinking about becoming an MLO, our Blueprint program is likely a better fit. You can also check out our step by step guide to getting licensed in Washington! This is a great opportunity to build on your existing sales experience and level up with new tools and support. Your Responsibilities Build your own book of business - Leverage Morty's platform and marketplace to establish, grow, and service an ongoing pipeline of new customers and referrals. You can purchase leads through Morty to help build your business. Establish a local presence - Build and maintain a local presence on the ground in a key market or markets of your choice, acting as Morty's go-to "in-market" expert in the area. Own all communications for your customers - Ensure clients get the advice they need to successfully navigate the home financing process, building trust and working closely with our centralized closing team to ensure transactions go smoothly. Serve as an expert on loan options - Work with customers to make recommendations based on their specific situations; you'll need to be able to clearly articulate Morty's value propositions to customers who don't yet know us. Qualification Required An approved mortgage license Willingness to hit the road to build up a book of mortgage business. Strong communication skills, both written and verbal. Compensation Earn 75bps - 200bps per closed loan depending on your experience and preferences. This a commission only role. This position requires you to pay a platform fee to cover the cost of technology, marketing, and HR services.
    $38k-51k yearly est. 27d ago
  • Loan Officer

    Lionscove

    Loan specialist job in Redmond, WA

    Salary: LIONSCOVE Loan Officer Job Description The Loan Officer (LO) at LIONSCOVE is responsible for generating leads, managing client relationships, and facilitating the loan application process. Key Responsibilities Generate leads through outbound activities, local events, title searches, etc. that fit LIONSCOVE guidelines. Build and maintain a contact list for outreach via phone, email, and text, tracked in our CRM. Conduct regular virtual and face-to-face meetings with contacts outside the office. Monitor and update account records consistently to process leads and in process loan opportunities to close multiple loans monthly. Identify client needs and tailor outreach to highlight points of differentiation. Maintain in-depth knowledge of private lending loan products, guidelines, and documentation requirements. Research potential clients to customize proposals and approaches. Determine effective approaches to present loan benefits and positioning. Prepare detailed loan proposals. Meet with applicants to assess needs, collect application data, and determine eligibility. Submit loan applications promptly. Follow up internally and with clients to ensure timely closings aligned with expectations. Analyze active loan files regularly and propose solutions to expedite processing. Ensure compliance with all relevant guidelines, laws and regulations. Qualifications Minimum of 3 years of experience in Loan Officer or residential real estate roles. Strong communication and interpersonal skills. Proven ability to generate and manage leads. In-depth knowledge of loan programs and private lending processes. Detail-oriented with excellent organizational and problem-solving skills. Proficient in CRM tools and compliance.
    $38k-51k yearly est. 24d ago
  • Loan Officer

    Guild Mortgage 4.3company rating

    Loan specialist job in Seattle, WA

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards, ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30-day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities, strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. This position offers eligibility for incentive compensation. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
    $39k-53k yearly est. 60d+ ago
  • Community Development Mortgage Loan Officer

    Banner Bank 4.7company rating

    Loan specialist job in Seattle, WA

    Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. This role will encompass hybrid activity combining mortgage production mortgage and community outreach. The position will support the local area mortgage production team in CRA specific market outreach as well as community education opportunities targeted specifically to low to moderate income borrowers and areas. Work in collaboration with industry (realtors and builders) and non-industry (local area employers and non-profits) groups via marketing activities and bank approved Marketing Opportunities.In this role you'll have the opportunity to: Designs market outreach (Land Trust, Housing Finance Agencies (HFA)) ready programs, education, activities. Manage and develop ongoing community campaigns with realtors, builders, financial planners and other mortgage finance related Centers of Influence (COIs) for homebuyer education opportunities and product training. Focus for market outreach will be identified low to moderate income areas and/or intended to reach 1st Time Homebuyers. Maintains a pipeline of CRA and non-CRA business, including but not limited to AMP Mortgage transactions, state housing along with local area down payment assistance programs while continuing to serve all bank clients and other community members with all Banner Bank mortgage products. Develops a business plan to include the implementation of a series of campaigns for prospects, current clients, past clients and lead lists as available. Identify new opportunities for community campaign engagement. Analyzes reports on pipeline management for upstream reporting on compliance issues with local area lenders to track the results from targeted CRA activity. Reporting will include (but will not be limited to) specific lenders targets low to moderate income borrower and community outreach, production and impact. Identify support needs to include management of vendor lead distribution, independent research of competitive conditions in markets related to price, service and programs (focus on CRA development specifically targeting low to moderate income potential borrowers and communities) and in the creation of ongoing training. Assist in branch support for product questions, cross training programs, CRM and pipeline management as well as on-boarding support for new mortgage lenders with the specific goal of meeting and exceeding market penetration in low to moderate income communities. Responsible for promoting home ownership through community outreach efforts, specifically in the communities around the designated branch location. Demonstrates inclusive marketing efforts to develop new leads, loans and bank relationships. Conduct first time home buyer classes at or in close proximity to the branch, host booths at non-profit community events, etc. Responsible for Achieving lending origination goals in minority/diverse regions. Organize outreach to organizations representing the ethnic makeup of the greater market area the assigned office is serving in order to promote lending capabilities and understand the market needs. Working with the compliance department in similar fashion to benchmark CRA performance goals. Education & Certifications High School Diploma required Ability to obtain NMLS registration required Experience 6 or more years of mortgage industry experience including basic understanding of programs, terminology, market conditions (including impact with changing economic realities), Loan Origination Software (LOS) and the impact of CRA programs and their requirements Knowledge, Skills and Abilities Ability to develop and manage file quality. Ability to communicate and train employees in client service, sales and operations with product knowledge targeted to low to moderate income communities. Ability to solve client services issues as well as mortgage specific analytical problems as they relate to job duties and the intended low to moderate income communities. Demonstrate basic knowledge of retail product philosophy, policy, procedures, documentation and systems as they relate to mortgage finance. Demonstrate ability to create strong relationships using interpersonal skills and communication. Knowledge of mathematical, problem solving and negotiation skills. Travel Up to 40% Compensation & Benefits Monthly base salary of $3,800 plus commissions Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits \u007C Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $3.8k monthly 4d ago
  • Consumer Loan Processor

    Ivantage Group

    Loan specialist job in Bellevue, WA

    iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States. Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt. We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level! For more information on iVantage Group please visit us at ************************ . Overview iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified Retail and Home Lending Processor with experience in the following: Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA) Knowledge of AUS systems (LP & DU) Knowledge of MDIA and RESPA disclosure requirements Position: Retail and Home Lending Processor Industry: Information Technology Employee Benefits: Comprehensive Benefit Plan Responsibilities / Job Description: The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting. Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner. Recognizes and resolves challenges early in the process, and provides excellent customer service. Qualifications Skills Effective communication skills with a high level of customer service Ability to multi-task and operate effectively in a high-paced environment Detail orientated with proficient organizational skills Ability to adapt to and accept change Strong listening and problem solving skills Additional Information All your information will be kept confidential according to EEO guidelines. Contact Andrew McAlpine: ************ or ***********************************
    $36k-49k yearly est. Easy Apply 8h ago
  • Supervising Mortgage Loan Officer

    PNC Financial Services Group, Inc. 4.4company rating

    Loan specialist job in Seattle, WA

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Seattle, WA. This position is a producing role with salary and incentives . PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team. * Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. * Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency. * Collaborates with internal and external stakeholders to complete mortgage transactions. * Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales Competencies Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $37,440.00 - $44,013.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 11/04/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37.4k-44k yearly 54d ago
  • Supervising Mortgage Loan Officer

    PNC 4.1company rating

    Loan specialist job in Seattle, WA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Seattle, WA. This position is a producing role with salary and incentives .PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency. Collaborates with internal and external stakeholders to complete mortgage transactions. Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, SalesCompetenciesCoaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $37,440.00 - $44,013.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/04/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37.4k-44k yearly Auto-Apply 55d ago
  • Loan Officer

    Paramount Residential Mortgage Group 4.3company rating

    Loan specialist job in Gig Harbor, WA

    PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Originator. Responsibilities Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow. Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines. Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours outside of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. Responsibilities: Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment in good standing. Qualifications Must have applicable state licensing. Two to five years' experience are preferred. Must also meet one of the following 3 options: Actively funding more than 2 loans/month, or Xinnix Training completion for Loan Origination required, or Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Skills: Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues. Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative. Ability to handle detailed assignments and maintain confidentiality. Excellent communication and interpersonal skills. Organizational skills necessary to prioritize workload and delegate responsibility. Travel: May be required. Min USD $0.00/Yr. Max USD $250,000.00/Yr.
    $37k-49k yearly est. Auto-Apply 60d+ ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Lakewood, WA?

The average loan specialist in Lakewood, WA earns between $26,000 and $59,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Lakewood, WA

$39,000

What are the biggest employers of Loan Specialists in Lakewood, WA?

The biggest employers of Loan Specialists in Lakewood, WA are:
  1. Columbia Bank
  2. Washington Trust Bank
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