Loan specialist jobs in Livermore, CA

.

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Commercial Loan Specialist is responsible for performing a variety of functions related to the servicing of Commercial Real Estate Loans and is responsible for overseeing the servicing, administration, and strategic management of the credit union's commercial real estate secondary market loan portfolio, and program. This role supports routine servicing activities such as responding to inquiries, processing payments and payoffs, and boarding new loans. This role involves coordinating documentation, maintaining loan records, processing transactions, and monitoring financial reporting requirements. This role ensures the integrity and performance of the portfolio through proactive servicing, risk monitoring, and relationship management with lead lenders, participants, and internal stakeholders. The position requires a high level of expertise in commercial lending practices, regulatory compliance, and financial analysis, and plays a critical role in shaping servicing workflows and portfolio strategy. The specialist works to ensure timely and accurate execution of loan servicing activities in accordance with regulatory and bank guidelines. Effective communication with internal departments and external partners is essential. The ideal candidate is detail-oriented, organized, and able to manage time efficiently to meet deadlines and ensure accurate completion of tasks. Responsibilities * Lead the servicing and administration of the commercial real estate secondary market loan portfolio, ensuring compliance with all applicable laws, regulations, and internal policies. * Manage the commercial loan secondary market program, including onboarding new participations, coordinating with lead lenders, and monitoring performance and risk exposure. * Oversee portfolio-level reporting, covenant tracking, and financial analysis to identify trends, mitigate risk, and support strategic decision-making. * Maintain and enhance servicing workflows for loan boarding, disbursements, payments, payoffs, and modifications, ensuring accuracy, timeliness, and regulatory compliance. * Serve as the primary liaison with lead lending institutions, loan participants, third-party vendors, and internal departments to ensure seamless execution of servicing activities. * Review and approve complex documentation including appraisals, environmental reports, title reports, financials, tax returns, insurance, CIP, and legal agreements. * Monitor and report on covenant compliance, loan performance, and portfolio health; escalate issues and recommend corrective actions as needed. * Lead initiatives to improve servicing efficiency, data integrity, and reporting accuracy through system enhancements and process optimization. * Provide mentorship and guidance to junior staff and contribute to departmental training and development efforts. * Collaborate with senior leadership to align portfolio management strategies with organizational goals and risk appetite. * Participate in strategic planning, budgeting, and goal-setting for the Commercial Lending department. * Adhere to a lending culture aligned with the credit union's strategic initiatives. * Maintain accurate loan records through data entry and updates in the loan servicing system, including but not limited to payment processing, reversals, address changes, loan grade updates and appraisal updates. * Process daily loan servicing activities, including loan boarding, disbursements, payments, and payoff demands while ensuring accuracy, timeliness, and compliance with regulatory guidelines; investigate and resolve any payment or loan posting discrepancies. * Oversee financial reporting and loan onboarding by tracking requirements via a tickler system, reviewing financials for accuracy, monitoring workflow and loan reviews, and communicating covenant defaults with regular updates to the Commercial Loan Operations Manager. * Participate in team meetings and provide clear, concise updates and reports to management. * Support departmental projects and assist with other duties as assigned. * Strive to meet annual departmental and individual goals aligned with budget and operational plans. Qualifications * Ability to read and interpret complex documents and to respond effectively to sensitive inquiries. * Ability to discuss and implement loan boarding, tracking, and reporting processes. * Advanced understanding of commercial loan servicing, credit underwriting, and portfolio management principles. * Demonstrated ability to manage complex loan structures and multi-party participation agreements. * Strong analytical skills with the ability to interpret financial statements, assess risk, and make data-driven decisions. * General understanding of regulatory requirements and comprehensive understanding of reporting standards. * Comprehensive understanding of safe and sound credit underwriting and administration practices and procedures. * Excellent communication and interpersonal skills; able to influence and collaborate across departments and with external partners. * Working knowledge of all MS Office Suite Products. * Working knowledge of related financial mathematical concepts. * Ability to effectively interact with different department representatives. * Ability to organize projects and effectively allocate limited resources. * Demonstrate professionalism, resourcefulness, initiative, and collaboration during all internal and external interactions * Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred * 4+ years Loan processing, reconciling, and funding experience. * Imaging and documentation experience. * This position is based out of the Dublin HQ office * This role may be eligible for hybrid work arrangements Target Base Pay $36.29/hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

Who We Are: Real (Nasdaq: REAX) is a publicly traded, fast-growing global real estate brokerage powered by technology and driven by people. Since our founding in 2014, we've been reimagining the residential real estate experience. With operations across the U.S., Canada, India, and the District of Columbia, we're leading the industry with our cutting-edge platform that empowers agents, simplifies the buying and selling journey, and unlocks greater financial opportunities. At Real, we believe in pairing Tech x Humanity to create something truly different. Learn more at ************************ Work Schedule: This position follows a Monday-Friday schedule during standard business hours aligned to Pacific Standard Time (PST). Occasional flexibility may be required based on business needs. About the Role: The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications-including calls, emails, and chat messages-with agents, clients, loan officers, title companies, and other stakeholders. The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing. The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication. What You'll Do: Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process. Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident. Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines. Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant-communicating requirements clearly to clients and all parties involved. Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system. Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. What You'll Bring: Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily. Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly. Organized and detail-oriented; able to manage multiple loan files and competing priorities effectively. Proven ability to deliver exceptional customer service and maintain composure under pressure. Proficiency with Microsoft Office and comfort working in loan origination or CRM systems. Education & Experience: High school diploma or equivalent required; college coursework or degree preferred. Minimum of 5+ years of experience in the mortgage industry required. Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process. Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy. Familiarity with loan origination software (LOS) and CRM systems is highly desirable. How We Work: Our Operating Principles Our Operating Principles are the blueprint of Real's culture. They guide how we show up, make decisions, and bring our mission to life every day: Be Agent Obsessed: We design every decision around creating value for our agents and their clients. Move Fast with Purpose: We act with urgency, clarity, and focus-without compromising our standards. Own Your Outcome: Effort matters, but results matter more. We adapt, learn, and improve. Be Bold; Challenge Often: We challenge assumptions, rethink “the usual,” and push for smarter, simpler solutions. Win Together: We set high standards, collaborate deeply, and celebrate shared success. Additional Details: Location Requirements: Candidates must be based in U.S., to be considered. Physical Requirements: Ability to sit for long periods of time. Our Commitment: One Real Mortgage Inc is proud to be an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees. We welcome applicants of all backgrounds and identities, and we do not discriminate on the basis of race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, age, marital or family status, disability, citizenship, veteran status, or any other status protected by applicable law.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! About Hanover Street Capital Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management. Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures. Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers. Hanover is a wholly owned subsidiary of SitusAMC. Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types. Specific responsibilities include: Participating in all aspects of loan origination Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies Modeling asset level cash flows using ARGUS Enterprise and Excel Performing market, property and sponsor due diligence (KYC) Writing internal investment summaries and credit memos Qualifications sought: Demonstrable interest in real estate Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience Strong quantitative and analytical skills Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required Relevant experience includes, but is not limited to: debt financing transactions in commercial real estate, corporate finance, or private equity commercial real estate asset valuation due diligence and transaction execution building and maintaining financial models researching, preparing, and updating industry/company presentations deriving financing capacities, scenario analyses, collateral data analyses Highly developed organizational and project/time-management skills Excellent communication, presentation, and business writing skills under pressure A strong commitment to integrity, professionalism, and Hanover's guiding principles A demonstrable ability to work effectively with team members in diverse groups and regions Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100,000.00 - $110,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience Minimum 1-3 years of experience originating and/or processing conventional mortgages Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements Working knowledge of FNMA lending guidelines Strong pipeline management skills Working knowledge of various Loan Origination Systems Ability to effectively multi-task and process a large volume of work Credit Union work experience highly desirable but not necessary Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations What you'll DO: Process incoming mortgage loans from initial application to funding. Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines. Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members. Daily communication with Members and internal staff Provide additional support to the residential lending team. Must 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 Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country's largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Member Loan Consultant Representative! Your Purpose You will be responsible for making outbound phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner. What You'll Do To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branches and electronic channels. Educate and cross-sell members on the company's deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs. Occasionally assist with in-bound member service calls dealing with routine member account inquiries and transactions on an overflow basis. Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally. Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions. Perform other related duties as assigned. Salary Range: $20.34 - $30.01 OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries: We offer superior benefits Medical, dental and vision benefits that cover the employee, spouse and dependents Retiree medical benefits A defined benefit Pension Plan with 100% employer contributions of $3.50/hour $10,000 Life Insurance $5,000 Accidental Death and Dismemberment 11 ½ Paid Holidays per year 17 days of Paid Time Off (PTO) to start Annual Performance Bonus Program - Up to 5% of employee's annual base paid on December 15 th of each year A 401(k) plan OE Federal Membership For You and Family Employee loan discounts Casual dress code Find your team, find your fit! If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly. OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

Job Title: Commercial Loan Processor I - SBA Hiring Salary Range: $25.95 - $33.65 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our SBA Loans team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Commercial Loan Processor I - SBA supports the SBA loan production by gathering the documentation and information needed for Fremont Bank to make sound lending decisions and to close and fund SBA 7a loans. This role assists in both underwriting and closing of SBA 7(a) loans and requires direct communication with SBA clients. Ideal candidates are positive, motivated team players who can work independently and collaboratively within a high-performing team. Strong attention to detail and excellent written and verbal communication skills are essential. The role also demands compliance with SBA program requirements and a willingness to learn. As a key contributor to the SBA Lending channel, the SBA Loan Processor helps ensure timely, accurate loan delivery while providing 'Six Diamond' service to both internal and external customers.. Role and Responsibilities Loan Documentation & Processing * Order reports and documents required to evaluate credit worthiness and SBA compliance * Close Small SBA loans as assigned working with document prep and funding team * Review of loan documents for Small Loans and Servicing Actions * Submit ETRAN for new loan applications and pre-score * Processing Loan Modifications and Servicing Actions * Responsible and accountable for SBA loan documentation compliance * Processing Loan Modifications and Servicing Actions o Assist Portfolio Manager in collecting and uploading financial statements o Pulling reports as needed for annual reviews and servicing actions * Make updates to ETRAN when required * Assist in reviewing and processing construction and other loan disbursement requests * Input loan data into internal systems and maintain accurate records throughout the loan lifecycle. * Assist in reviewing and processing construction and other loan disbursement requests Compliance & Quality Assurance * Ensure all Small loan files meet SBA and bank regulatory standards prior to submission and closing. * Monitor post-close loan conditions and follow up on outstanding items to ensure timely resolution. Client & Team Support * Provide exceptional service to internal stakeholders and external clients, maintaining a high level of professionalism and responsiveness. * Communicate loan status updates to clients and team members throughout the process. * Achieving departmental goals for loan volume, accuracy, and service excellence. Operational Efficiency * Identify opportunities to streamline loan processing workflows and improve turnaround times. Training & Development * Participate in ongoing training to stay current with SBA program changes, lending regulations, and internal procedures. * Collaborate with senior processors and management to develop skills and advance within the department. Minimum Qualifications * Associate Degree in Business/Finance or equivalent related experience * A minimum of one plus years of previous banking, loan processing/closing experience * Experience in processing SBA 7a and/or commercial loans (CRE, C&I, Construction) preferred * Experience in nCino or similar loan origination systems is preferred * Must possess excellent organizational, communication, writing, and customer service skills * Ability to handle multiple projects and assignments while delivering a quality work product * Proficient in Microsoft Suites * Basic knowledge of tax returns and various types of financial statements preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $25.95 - $33.65 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Collects on delinquent consumer loans. Performs skip-tracing to establish contact with borrowers to re-establish payment program and to determine potential problem accounts. Works out payment problems with customer. Responds to all inquiries from customers, branches, and loan officers. Maintains customer relations while following necessary procedures. Will perform the following duties on a daily basis: Collects delinquent installment and revolving loans by contacting borrowers by telephone or correspondence to obtain payment, performing proper documentation. Performs skip-tracing on customers and establishes contact to re-establish payment program, and to determine potential problem accounts. Inputs changes on Collection Management Systems. For example, changes of addresses, phone numbers, and account updates. Resolves customer disputes as they arise; refers unresolved and complex problems to supervisor. Completes collection queue on a daily basis. Performs additional job related duties as required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $18.98

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 associates. 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: A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws. Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed. May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels. Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings. Monitor, collect, and review required due diligence items as applicable Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed. Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system. Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process Monitor and manage interest reserve budgets and payments until the budget is fully disbursed Other responsibilities as assigned All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. 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: H.S Diploma/GED. Req 5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required 2-4 years of Title and escrow experience Preferred Demonstrated knowledge of title, escrow, survey, and loan documentation preparation Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties Excellent organizational and project management skills Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents Excellent technical expertise in construction draw administration functions Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems Excellent customer relations skills Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization Detail-oriented Demonstrated ability to effectively multi-task and maintain a high level of organization Demonstrated knowledge of accounting principles and loan accounting systems Job Location(s): Ability to work fully onsite at posted location(s). Mountlake Terrace, WA Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, 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.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. Target base salary range is $20.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Bilingual-Spanish Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

The primary role of the Loan Utility Officer involves executing all SBA processing tasks within the Loan Support Services Operations Department. This includes 1502 reporting, daily balancing and remittances, ordering preliminary reports, and conducting flood determinations for real estate transactions. The Loan Utility officer also provides backup support for operational functions in the Loan Support Services Department. They must competently handle all tasks in the Operations area, particularly focusing on boarding loans, processing payments and advances within the ITI system, managing participation loan transactions, and handling returned payments. Additionally, they are responsible for performing all collateral-related duties. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $26.30 /hr Max- $43.83 /hr Primary Responsibilities: SBA Loan Servicing * Balance the SBA loans on a daily basis. Prepare the 1502 report monthly. Remit the B&I payments, past due payments and 172 remittances daily as needed. Prepare SBA loan sales timely and within the Bank's expectations. * Ensure daily and timely monitoring of Participation Payable Accounts. * Process incoming and input outgoing wires. * Process returned ACH and check payments. * Provides professional, timely and accurate responses and assistance to external/internal client requests and needs. * Perform loan maintenance, address changes, payment method, risk grade, tickler and code changes as needed. * Prepare monthly and quarterly SBA Held for Sale Reports. * Prepare monthly SBA Gain on Sale Report and quarterly SBA B&I Guaranteed and Unguaranteed Report. * Set up Business Analytics reports according to the requested specifications as assigned. * Order flood certifications and preliminary title reports. Opens escrows and processes payoff demand requests from other lenders within applicable Federal and State Laws. Operations * Board new, renewal, modifications, participations and extension into the ITI system. * Process all payments and advances onto the ITI system. * Process wires, participations loan entries, non-accrual, charge off, recovery entries, and specialized lending transactions. * Assist in monitoring In-Process/Holdover Accounts on a timely and daily basis. * Review posted transactions against participation reports. Process transaction to sold note as required. Quality Control * Perform accurate and timely callback of monetary and block related entries on a daily basis. * Performs the daily balancing of various general ledger accounts to include any research and identification of differences or outstanding items. * Responsible for accurate posting and daily balancing of the LCCP to the general ledger. Collateral * Process the paid loans ensuring the timely and accurate relates to the Bank's loan collateral within the established credit lending and operations policies, Federal Regulations and State Laws. * Monitor the UCC continuation activity ensuring UCC continuations are prepared timely and accurately so the bank does not lose its collateral position and is properly perfected/recorded. Process all pertinent data accurately into the tracking system. Orders UCC and CIR searches to ensure the timeliness and accuracy of the orders. * Ensures the insurance (including flood, hazard and construction related) on all loans is accurate and is being monitored on a weekly basis to prevent any lapse or missing insurance coverage within the appropriate credit lending and operations policies. Monitor upcoming insurance expirations and follow up on insurance cancellation or under-insured notices to ensure the bank's collateral is properly protected. Monitors the issuance, clearance and/or waiver of insurance exceptions. Loan Balancing/Callbacks * Balance various loan and general ledger accounts; be responsible for the accuracy of the posted monetary entries and new/renewals loans; compiling data using various software programs, and preparing various daily, monthly and quarterly reports. * Engage effectively with lending partners and senior management. * Perform all other duties as assigned Qualifications: * Associate's degree (A. A.) or equivalent from two-year college or technical school; or two to three years related Documentation/Loan Support Services experience and/or training; or equivalent combination of education and experience. * Advanced computer and technical skills preferred with experience in ITI, Premier and Microsoft Office * Strong attention to detail with excellent analytical skills and loan servicing background * Effective communication skills in presenting information in one-on-one and small group situations to customer and other employees of the organization * Displays a customer focused attitude with the ability to engage customers, partners and management team, build personal connections, and exhibit professionalism * Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast-paced environment * Knowledge of basic computer programs, customer service skills, 10 key and a basic understanding of electronic banking systems * Strong communication and organizational skills with the ability to interact effectively with all levels of management Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

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 associates. 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: A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws. Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed. May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels. Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings. Monitor, collect, and review required due diligence items as applicable Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed. Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system. Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process Monitor and manage interest reserve budgets and payments until the budget is fully disbursed Other responsibilities as assigned All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. 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: H.S Diploma/GED. Req 5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required 2-4 years of Title and escrow experience Preferred Demonstrated knowledge of title, escrow, survey, and loan documentation preparation Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties Excellent organizational and project management skills Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents Excellent technical expertise in construction draw administration functions Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems Excellent customer relations skills Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization Detail-oriented Demonstrated ability to effectively multi-task and maintain a high level of organization Demonstrated knowledge of accounting principles and loan accounting systems Job Location(s): Ability to work fully onsite at posted location(s). Mountlake Terrace, WA Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, 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.

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.

We are looking for an experienced SBA Loan Closer from Private banking- Support specialist to join our team on a contract basis in Walnut Creek, California. In this role, you will play a vital part in ensuring the successful completion of loan transactions by managing loan documentation, verifying compliance, and coordinating with various stakeholders. This position offers an opportunity to utilize your expertise in SBA loan closing processes, documentation systems, and regulatory requirements. Responsibilities: - Collect and review all necessary loan documentation to ensure accuracy and completeness, including title reports, lien searches, and compliance with authorization terms. - Generate and maintain a comprehensive checklist of all required items for loan closing while ensuring pending items are resolved. - Package loan files and related documents in accordance with organizational standards and regulatory guidelines. - Obtain approval through E-tran and prepare authorization documents that align with credit terms and conditions. - Draft loan documentation using Laser Pro, ensuring precision and compliance with established standards. - Communicate effectively with clients, escrow/title companies, and insurance providers to coordinate smooth loan closings. - Ensure collateral is safeguarded by perfecting liens in the appropriate positions. - Conduct quality checks on all documentation to confirm adherence to eligibility criteria and organizational policies. - Collaborate with internal and external teams to address any discrepancies or issues related to loan closings. Requirements - At least 5-8 years of experience in loan closing and documentation, particularly with organizational loans. - Comprehensive knowledge of eligibility criteria and regulatory guidelines for loans. - Proficiency in Etran and LaserPro systems for loan documentation and approval processes. - Skilled in using tools such as Adobe Acrobat, Automated Underwriting Systems, and LexisNexis. - Strong attention to detail and organizational abilities to manage multiple tasks efficiently. - Excellent judgment and problem-solving skills to address complex loan-closing scenarios. - Clear and detail-oriented communication skills for effective collaboration with clients and stakeholders. - Familiarity with compliance requirements and closing processes to ensure regulatory adherence. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

Job Description The Mortgage Funder is responsible for managing and executing the loan funding process from approval through disbursement. This role ensures accuracy, compliance, and timeliness in the preparation and release of mortgage funds. This role has a high level of interaction with internal parties (secondary marketing, sales, legal and compliance, treasury) and external parties (lenders, warehouse banks, settlement agents, custodians) to ensure a successful settlement and post-funding process for mortgage transactions. Responsibilities & Duties Determine the funding population based on loans that have cleared Due Diligence Determine that all required loan criteria have been met prior to funding Analyze and prepare accurate funding schedules to issue to clients Determine collateral and manage pre-purchase collateral exceptions Manage seller with regards to pre-purchase collateral issues Engaging the Client Services Rep and/or Operations Manager when necessary Interact with all functions within the company, ability to negotiate in the best interest of stakeholders' overall position Required Experience & Education 2+ years of mortgage industry experience Funding or Closing experience preferred Extensive experience with loan origination documentation Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, automated underwriting engines, electronic document management and other systems High attention to detail and effective problem-solving skills Excellent client service skills Excellent oral and written communication skills Analytical thinking ability, diplomacy and professionalism A reasonable estimate of the total compensation range for this role is $65,000-$75,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We 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.

Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience Minimum 1-3 years of experience originating and/or processing conventional mortgages Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements Working knowledge of FNMA lending guidelines Strong pipeline management skills Working knowledge of various Loan Origination Systems Ability to effectively multi-task and process a large volume of work Credit Union work experience highly desirable but not necessary Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations What you'll DO: Process incoming mortgage loans from initial application to funding. Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines. Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members. Daily communication with Members and internal staff Provide additional support to the residential lending team. Must 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 Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines