Loan Servicing Specialist
Loan specialist job in New Glarus, WI
Hours: Monday-Friday 8:00 am-4:30 pm This position is responsible for servicing the bank's loan portfolio and following established lending policies and procedures. Specialists thrive in a multi-function role that aims to put the customers' needs first. The Servicing Specialist is expected to utilize and follow established policies and procedures to ensure compliance with all lending regulations.
The individual in this position will accurately assist with the inputting of data into the Bank's Core System. The individual must have a working understanding of the Bank's core system. Must also perform other tasks as assigned by the supervisor and senior management regardless of job title or routine duties.
Supervisory Responsibilities:
None.
Duties/Responsibilities:
1. Preparing and input data entry of new consumer loans, loan disbursing, loan file maintenance, and servicing of all loan types on the Bank's Core System.
2. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing. 3. Helps promote a culture of regulatory compliance and safe and sound financial practices.
4. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws. 5. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).
6. Process daily functions of all loan records including Loan payments, Construction Draws, Advances, Participation Payment and Payoff Requests.
7. Generate and complete the Bank's balancing reconciliation for secondary market loan programs. Accountable for insuring accuracy and completion of all required secondary market loan reports, which includes but is not limited to, Freddie Mac, Fannie Mae, FHLB, Farmer Mac and Rural Housing programs. Upon movement of a loan to collections, work with Loan Operations Manager for additional reporting that may be needed.
8. Prepares customer loan renewals when needed, which includes validating terms with lender, preparing renewal documents, validating payment history, updating loan file information (pulling and filing documents as needed) and completing the renewal work on the Bank's core loan system.
9. Recertifies flood certifications and maintenance on the Bank's Core System for HELOCs prior to maturity.
10. Primary Loan Processor for assisting in the follow-up of all incomplete loan file work for consumer loan customers via tracking and monitoring of items for the completion of each loan file:
a. UCC filings, amendments, and continuations.
b. MV-1s and lien perfections on vehicles/trailers/boats/etc. and continuations.
c. OFAC check when customer/guarantor is new to the Bank.
d. Flood Insurance monitoring and force placement.
e. other collateral perfection tracking, as assigned, for the Bank.
11. Reconciliation of the following general ledger accounts:
a. PMI payable
b. Branch loan holdovers
c. Appraisals payable
d. Recording Fees
e. CL & AH Insurance
12. Answer incoming customer calls with enthusiasm and professionalism.
13. Adhere to Bank of New Glarus policies and procedures as well as industry regulations.
14. Conduct detailed root cause analysis of customer issues or problems.
15. Pull monthly loan reports needed to validate loan balances by required category to complete submission reports to Bank's blanket insurance provider(s).
16. Assist with the scanning and filing
17. Accurately complete all maintenance to loans as needed.
18. Resolve loan payment discrepancies.
19. One of the core group of loan support staff to:
a. Processing of loan payments.
b. Producing payoff.
c. Ordering of coupon books.
d. Disbursing mail, special deliveries, and faxes throughout the day with occasional pick up and/or drop off mail to the post office.
e. Assist customers with questions relating to: Loan Servicing, Escrow Analysis, Repayment Plans for Delinquent Property Taxes.
f. Works with Loan Operations Manager on special projects and mailings.
20. General administrative support work is a major part of this position and includes letter coordination; routine filing of loan documents and correspondence; follow-up phone calls on outstanding documents; and other duties as assigned.
21. Prepare communications accurately and timely in a professional manner.
22. Maintain confidentiality of all customer and employee information.
23. Respond positively to regular feedback and development suggestions.
24. Consistently demonstrates regular attendance and punctuality.
25. Other duties as assigned.
Required Skills/Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also interpret statistical information and graphs.
2. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and Wide Array of Software Applications.
3. Demonstrated effective communication skills and cheerful demeanor.
Education and Experience:
High school diploma or equivalent GED. 1-2 years of banking experience preferred.
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 those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision and the ability to adjust focus.
Travel Requirements:
None
BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Auto-ApplyHome Loan Specialist II
Loan specialist job in Madison, WI
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
Easy ApplyLoan Servicing Specialist
Loan specialist job in Madison, WI
Job Description
Core values speak to the heart of an organization and are the essence of a company's identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.
Offering a dynamic benefit package that includes but is not limited to:
Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays based on the Federal Reserve Calendar
If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.
DUTIES AND RESPONSIBILITIES:
Research and resolve servicing issues in support of origination teams, borrowers, and clients within scope of authority and expertise. Work with manager to ensure timely and accurate Loan Servicing practices.
Serve as the first and second point of contact for borrower inquiries.
Perform direct support for subservicing clients.
Prepare\generate\analyze\distribute reports for clients and management.
Perform select post-closing duties related to our subservicer\servicing\and QC functions.
Provides the best service to our customers with creative and innovative solutions.
Other duties as assigned.
JOB REQUIREMENTS:
Minimum five years' experience in the mortgage industry, with an emphasis on Mortgage Loan Servicing Operations knowledge.
Excellent written and verbal communication skills.
Ability to provide the best service possible to our clients and customers utilizing creative and innovative solutions when necessary to achieve desired service levels.
Strong analytical ability, good judgment, and multidimensional thinker
Detail oriented and organized
Ability to work independently and as part of a team.
A.S Degree or higher preferred. Will consider extensive job knowledge as substitute
Bilingual candidates encouraged to apply.
EQUAL OPPORTUNITY EMPLOYER / VET / DISABILITY
E - Verify Employer
Powered by ExactHire:147590
Consumer Loan Specialist
Loan specialist job in Janesville, WI
IND1
#LI-Onsite
#R93
Consumer Loan Specialist
Loan specialist job in Janesville, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyConsumer Loan Specialist
Loan specialist job in Janesville, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyConsumer Loan Specialist
Loan specialist job in Janesville, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyConsumer/Residential Loan Processor
Loan specialist job in Mineral Point, WI
DEPARTMENT/DIVISION: Lending Department
REPORTS TO: Loan Operations Officer
EVALUATED BY: Loan Operations Officer
JOB SUMMARY: Responsible for Consumer/Residential loan processing including loan funding, collateral management, and problem resolution with regards to payments, etc.
DUTIES:
1. Efficiently and accurately prepares Consumer/Residential loan documentation as requested by lenders.
2. Ensure that all loans are properly documented to limit bank risk.
3. Supports lending team.
4. Successfully interact with the lending staff to improve accuracies and efficiencies.
5. Successfully complete ongoing training, review and communicate current or developing industry topics/concerns or standards.
6. Must learn, develop, and maintain thorough knowledge of Loan Regulatory compliance to ensure all loans meet Regulatory guidelines and Bank Loan Policy.
7. Pull credit reports with direction from the Lending Officer.
8. Creates, maintains and prints reports from information on the Fiserv system.
9. Drafts letters and/or memos as requested by the Loan Officers.
10. Assists Officers in monitoring and maintaining participation loan files.
11. Direct customer inquiries not involving the lending area to the proper department. Develop and maintain an understanding of bank operations, departments and products.
12. Perform maintenance to customer loan accounts through the Fiserv system.
13. Perform any and all other duties as requested by supervisor.
RESPONSIBILITIES FOR THE PRIVACY AND SAFEKEEPING OF CUSTOMER
INFORMATION: Customer financial information will not be accessed unless this access is necessary in the performance of assigned duties. Viewing customer deposit information or credit files to satisfy a personal curiosity is strictly prohibited. Confidential information acquired is considered to be extremely sensitive by our customers. This information must not be revealed to unauthorized persons. This information should not be discussed with others within the bank unless their duties also require the information. Customer financial information can be released only when authorized by the customer or when subpoenaed by a court or the Internal Revenue Service (IRS). Then the information released must be accurate and within the confines of the authorizing document.
RESPONSIBILITIES FOR COMPLIANCE: The employee agrees to comply with all Farmers Savings Bank policies and procedures including federal and state rules and regulations. ·
ORGANIZATION:
1. Suggest change in work procedures and systems to accomplish to meet bank objectives more efficiently.
RELATIONSHIPS:
1. Responsible to Loan Operations Supervisor for the fulfillment of his or her functions and responsibilities and authority for their proper interpretation.
2. Will have contact with customers, the public and the community, and is to conduct relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
4. Bank employment to be main and sole employment. Any "moonlighting" to be approved by Board of Directors and Supervisor.
PERFORMANCE EVALUATION AND ACCOUNTABILITY:
1. Position to be evaluated after first three months, and annually thereafter.
2. Areas of accountability to include all areas mentioned above with specific emphasis of performance in:
a. Performance of duties.
b. Organization.
c. Relationships.
d. Overall production.
s are not intended, and should not be construed to be all-inclusive lists of all responsibilities, skills, efforts or working conditions associated with a job. While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add or remove duties from particular jobs and to assign other duties as necessary.
Mortgage Loan Officer
Loan specialist job in Madison, WI
Job Description
Mortgage Loan Officer - Responsive Mortgage
Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Responsive Mortgage, in partnership with Yoo Realty Group, offers a dynamic environment that fosters success and growth with a personal touch.
Why Join Us?
Unlimited Leads: Through our exclusive partnership with Yoo Realty Group, you'll have access to an unlimited number of high-quality leads, ensuring you always have potential clients to work with. We can even invest more into expanding that lead flow for you!
Seamless CRM Integration: We own the real estate team, which means you get direct access to their CRM (YRG Follow-Up Boss). You have a seat right at the heart of the action, with control over lead flow to maximize your pipeline and conversion rate.
Branch Processors Who Excel: Work with experienced branch processors who are actually great at what they do, making your job easier and ensuring smooth processing from start to finish.
Expert Operations Manager: Our operations manager knows the ins and outs of the mortgage world, especially when it comes to handling the tricky, unusual cases. You'll never feel lost in the process.
Small Company Vibes with Big Company Support: Enjoy the benefits of a close-knit, supportive team while still having access to the resources you need. You'll always be able to speak directly to decision-makers, ensuring your voice is heard and your ideas matter.
Supportive Underwriting Team: Our small pool of expert underwriters makes your job smooth and easy. With a dedicated team behind you, the underwriting process is faster, simpler, and more transparent.
No Overlays: We follow government guidelines - and nothing more. This means fewer headaches for you and your clients as we keep things straightforward and clear.
Access to a Wide Range of Loan Products: Not only do we offer competitive rates with top-tier service, but we can also broker unique and interesting products that may not be available in-house. Flexibility and variety are at your fingertips.
Why Responsive Mortgage?
We are committed to creating a work environment where you can thrive both personally and professionally. Our small-company feel allows you to connect with decision-makers directly and feel empowered within your role. Whether it's leveraging the massive lead generation pipeline through Yoo Realty Group or receiving top-notch operational support, Responsive Mortgage is where your career can flourish.
Competitive Rates, Exceptional Service
We pride ourselves on offering some of the most competitive rates in the industry, paired with exceptional customer service that keeps clients coming back. When you join us, you'll have the backing of a company that supports your success from day one.
Ready to Take the Next Step?
If you're ready to be part of a growing, supportive team where your potential is unlimited, apply today! Let's build something great together.
Job Type:
Full-time
Pay:
$48,226.91 - $196,492.21 per year
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Self-determined schedule
Weekend availability
Supplemental pay types:
Bonus pay
Commission pay
Mortgage Loan Officer
Loan specialist job in Madison, WI
Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market.
Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications.
Structure loan to ensure compliance to product guidelines.
Submit through DU/LP and review findings to ensure borrower findings meets guidelines.
Enter all required information into the mortgage loan origination system and order appraisal.
Solicit and take loan applications in a professional and timely manner in line with company standard and procedures.
Evaluate credit factors and eligibility to ensure application meets guideline requirements.
Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered.
Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements.
Provide all necessary applicant information to processor.
Price loans according to guidelines and secure signed lock agreements.
Review Closing Disclosure (CD) and prepare the borrower for closing.
Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service.
Develop individual marketing plans to expand market share and stimulate loan production.
Maintain regular customer contact with professional and community organizations to ensure a positive company image.
Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage.
Provides advice and service to applicant requesting mortgage information.
Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility.
Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Perform other duties as assigned.
Job Skills Required:
B.A. or minimum of three years of mortgage banking experience.
Two years of mortgage banking sale experience.
NMLS registration.
Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines.
Ability to strategically plan to market and develop business contact.
Ability to work with limited supervision.
Excellent customer service skills.
Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.
Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.
Mortgage Loan Officer
Loan specialist job in Whitewater, WI
Are you a motivated, detail-oriented professional with a passion for helping people achieve their homeownership dreams? We're looking for a Mortgage Loan Officer to join our dynamic mortgage team. In this role, you'll guide members through the mortgage process, offer a wide range of loan products, and deliver exceptional service every step of the way.
We're more than just a credit union, we're a community. When you join our team, you'll enjoy:
Comprehensive Benefits Package-Including medical, dental, vision, disability and life insurance
Generous Paid Time Off- Vacation, personal, sick leave, and holidays to support work-life balance
401(k) with Employer Match-Helping you plan for your future
Clothing Reimbursement-To ensure you are looking sharp in your branded FCCU gear.
What You'll Do:
Build and maintain relationships with clients, real estate agents, and referral partners
Help borrowers identify mortgage solutions that align with their financial goals
Collect and analyze financial data to determine loan eligibility
Guide applicants through the full loan process from pre-qualification to closing
Stay current on mortgage regulations, products, and underwriting guidelines
Ensure all loan files meet compliance, regulatory, and internal standards
What You Bring:
Strong knowledge of residential mortgage products and lending practices
Excellent communication and interpersonal skills
A commitment to providing outstanding member service
Ability to work independently and collaboratively in a fast-paced environment
A Wide Array of Mortgage Products at Your Fingertips:
We offer mortgages of all types giving you the tools to serve a diverse range of member needs. Whether it's a first-time homebuyer or a seasoned investor, you'll have the flexibility to find the right solution.
Consumer Loan Servicing Specialist 1
Loan specialist job in Cottage Grove, WI
We're looking for a Consumer Loan Servicing Specialist 1 who is passionate about delivering exceptional service and ensuring a smooth lending experience for our members. In this role, you'll provide prompt, courteous, and thorough support to members and internal partners, leveraging your knowledge of lending practices, systems, and compliance requirements to resolve both routine and complex loan servicing needs.
What You'll Do
* Process loan payment corrections, modifications, payoffs, and account maintenance accurately and on time.
* Respond to member inquiries with professionalism and ownership, ensuring lasting satisfaction.
* Monitor servicing workflows, priority queues, and ServiceNow requests for timely resolution.
* Identify and resolve process issues during system updates to maintain seamless operations.
* Support team members and foster a collaborative, positive department culture.
* Ensure compliance with all regulatory requirements (BSA, OFAC, USA Patriot Act, CIP).
* Maintain confidentiality and uphold Summit's reputation for excellent service.
Capability Requirements
* High school diploma or equivalent required.
* Minimum one years' combined experience in at least two of the following areas: financial environment, consumer lending, retail, or business/customer service setting.
* Proven proficiency in verbal, listening, written, and interpersonal communication, with ability to discuss and resolve complex situations effectively at all organizational levels.
* Skill in prioritizing multiple, competing responsibilities and performing detailed work under deadlines.
* Demonstrated understanding of credit union products, services, and consumer lending operations.
* Ability to work independently, as well as collaboratively within a team environment, applying sound judgement in decision-making.
* Experience with investigating and resolving member problems using strong analytical and member service approaches.
* Basic knowledge of consumer lending regulations, policies, and bylaws impacting operational responsibilities.
* Ability to attain a Nationwide Mortgage Licensing System (NMLS) number.
* Familiarity with office technology including PC, printer, copier, fax, 10-key calculator, telephone, and related software.
Why Join Summit?
* Competitive pay and benefits package.
* Health, dental, and vision insurance.
* 401(k) with employer match.
* Paid time off and holidays.
* Opportunities for growth and development in a supportive, member-focused environment.
Required Statement Sections
* Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
* Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
* Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).
* EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
Bilingual Loan Officer
Loan specialist job in South Beloit, IL
Job DescriptionBilingual Loan Officer: South Beloit, WisconsinOur customer in South Beloit, Wisconsin, is seeking motivated individuals to join their team. We're hiring Bilingual Loan Officers to work full-time on 1st shift. As a Bilingual Loan Officer, you will be responsible for preparing and processing personal, auto, and refinancing loans, gathering all required documentation for underwriter approval, and assisting members with loan inquiries while cross-selling products and services. Responsibilities of the Bilingual Loan Officer:
Assist members with loan applications, inquiries, balances, and payoffs.
Review credit reports to identify opportunities for better loan rates.
Prepare loan packages for submission to underwriters.
Perform routine member transactions including account inquiries, transfers, check withdrawals, stop payments, and statement requests.
Open and close membership accounts, including deposit and lending accounts.
Cross-sell loan and deposit products, including Auto Care insurance, GAP insurance, and credit life & disability insurance.
Provide support for direct deposit and payroll maintenance.
Redeem US Savings Bonds and assist members with related services.
Respond to member inquiries via telephone or email promptly and professionally.
Follow all regulatory, compliance, and company policies and procedures.
Bilingual Loan Officer Requirements and Qualifications:
High school diploma or equivalent required.
Previous experience in lending or banking, including personal, auto, and refinancing loans.
Strong customer service and cross-selling skills.
Bilingual proficiency (English/Spanish) required.
Proficiency in Microsoft Word, Excel, and Outlook.
Strong written and verbal communication skills.
Ability to manage multiple priorities and work under pressure.
Professional appearance and strong interpersonal skills.
Pay for Bilingual Loan Officer: $21-$25/hour. Bilingual Loan Officer Benefits:
Health insurance
401k with company match
Paid weekly
Direct deposit
Paid training
Type: 1st Shift, Full-time Schedule: Monday - Friday, 8:30am - 5:00pm Apply now!Are you ready to move from the worries of today to your dreams of tomorrow? If so, give Hughes a call. We are the top-rated staffing, recruiting, and HR experts in the region. We are headquartered in Freeport, IL and have 11 locations across Illinois, Wisconsin, and Minnesota. Where we have offices, we have connections to the best local jobs! Walk in our doors and you'll find friendly professional staff who dig deep, get results, and most importantly have fun! The reviews speak for themselves, at Hughes we quickly hook you up with companies that offer competitive pay rates, great culture & benefits, and a chance to elevate your life. We offer health insurance and 401(k) too to all our employees. To get the ball rolling, visit us online at www.hughesrecruiting.com and complete our application. We'll be in touch soon!
Mortgage Loan Processor
Loan specialist job in Beloit, WI
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour
CRE Loan Coordinator
Loan specialist job in Madison, WI
**_Are you ready to be part of something more?_** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You'll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard.
With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner occupied commercial real estate loans to ensure all closing requirements are gathered, reviewed and processed for loan closings. These associates are the determining factor on whether a commercial loan can close so customers can start their business endeavors.
The REG Commercial Loan Closing Coordinator role takes on loans of all sizes, structures and complexities. These associates are solution-based problem solvers who aid our lenders, attorneys, customers and internal partners to ensure we are providing the unparalleled customer experience to customers and clients who are acquiring our loans. The fast-paced environment with unpredictable scenarios keeps our associates flexible and adaptable to changes to meet our overall business needs. Our REG Commercial Loan Closing Coordinator associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career.
**_How you'll spend your time:_**
+ You will be responsible for reviewing loan approvals, working directly with our outside counsel and communicating to lenders and customers on items needed to work towards closing. You will also work directly with other internal business partners, syndicated/participating banks and title companies to coordinate loan closings.
+ While in this high-profile position, you will be responsible for ensuring loans are closing per Loan Policy, Underwriting Guidelines and compliance regulations.
+ You will use problem solving skills to provide solutions to lenders, attorneys and internal partners to see the loan across the finish line.
+ You will need strong communication and time management skills to ensure the loan is on track for closing and all parties involved are on the same page.
+ Tasks would include, but are not limited to, title commitment ordering and review, flood determination review, environmental report ordering and review, UCC search ordering and review, review of organizational documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see that loans are funded/disbursed and booked in accordance with closing requirements.
**_We're excited to talk with you if:_**
+ If you have five years of Commercial Real Estate loan Coordinating experience
+ You demonstrate understanding of Article 9
+ If you have a high school diploma or equivalent.
**Compensation Range:**
$51,480.00 - $99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Loan Processor - Beloit
Loan specialist job in Beloit, WI
Loan Processor - Join the Dollar Loan Center Team!
Department: Operations
Reports to: Store Manager
Status: Non-Exempt
Why This Role Rocks
Get ready to dive into the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you'll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You'll help customers every step of the way, whether it's taking payments, answering questions, or calling on past-due accounts with solutions and professionalism. It's an important, customer-facing position that requires the right person, and that could be you!
What You'll Do
Offer Stellar Customer Service
Greet every customer with a smile and enthusiasm, whether in-person or over the phone.
Explain the reasons for borrowing from Dollar Loan Center and why we're the best in the business to customers inquiring.
Dive into loan applications, ensuring all info is accurate and completely clarified.
Process loans quickly while sticking to our underwriting guidelines.
Break down loan contracts to customers, making sure they know the ins and outs.
Spot opportunities to approve loans and offer credit limit increases qualifying customers.
Make marketing and informational calls to current customers informing them of how much they have available and other products available.
Reach out to past-due accounts with timely, professional, and courteous calls.
Log clear, concise notes with accurate promise dates in our system.
Calculate payments like a math wizard and answer questions about due dates, interest, and more.
Enter data into our system with precision and keep the office running smoothly.
Other Fun Stuff
Safeguard customer info like it's treasure.
Keep the drawers balances and all money is accounted for.
Open and close locations with your trusty key.
Keep the office sparkling clean and organized.
Step up to cover other locations when needed.
What You Bring to the team
High school diploma or GED-check!
One year of customer service experience to show off your people skills.
Comfortable with computers and basic office equipment.
Killer communication skills (English/Spanish bilingual is a bonus!).
Cash handling, lending, or collections experience? Even better!
Ready to work regular hours (with occasional overtime) and travel between locations.
Reliable transportation and a clean background check.
A passion for teamwork, Dollar Loan Center's Core Values, and crushing it with minimal supervision.
Why You'll Love It
This isn't just a job, it's a chance to make a difference, have fun, and grow with a team that's all about winning together. We work hard to provide a safe and clean environment for our customers, and you get to be part of that! We fill a need in the community and it is essential to those we help. We like to promote from within, offer opportunities to our hardest working and most dedicated staff and recognize rock stars! Ready to join the Dollar Loan Center crew? Submit your resume or fill out the application now!
All offers of employment at Dollar Loan Center are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary.
Consumer Loan Specialist
Loan specialist job in Madison, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Southern Finance, Heights Finance, Covington Credit, Quick Credit, and First Heritage Credit. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
Kickstart your career with a $5,000 bonus - yours to earn!
We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 90 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 1613 Thierer Road, Madison, WI 53704
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.25 - $21.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyMortgage Closer
Loan specialist job in Madison, WI
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 Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Review and analyze loan data, ensuring accuracy and completeness.
- Prepare and assemble closing documents, including the final closing disclosure and settlement statements.
- Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction.
- Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate.
- Ensure compliance with all federal, state, and investor loan closing regulations.
- Maintain accurate closing schedules and deadlines.
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: 141863
### Place of Work
On-site
### Requisition ID
141863
### Application Email
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Easy ApplyMortgage Loan Officer
Loan specialist job in Jefferson, WI
Job Description
Mortgage Loan Officer - Responsive Mortgage
Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Responsive Mortgage, in partnership with Yoo Realty Group, offers a dynamic environment that fosters success and growth with a personal touch.
Why Join Us?
Unlimited Leads: Through our exclusive partnership with Yoo Realty Group, you'll have access to an unlimited number of high-quality leads, ensuring you always have potential clients to work with. We can even invest more into expanding that lead flow for you!
Seamless CRM Integration: We own the real estate team, which means you get direct access to their CRM (YRG Follow-Up Boss). You have a seat right at the heart of the action, with control over lead flow to maximize your pipeline and conversion rate.
Branch Processors Who Excel: Work with experienced branch processors who are actually great at what they do, making your job easier and ensuring smooth processing from start to finish.
Expert Operations Manager: Our operations manager knows the ins and outs of the mortgage world, especially when it comes to handling the tricky, unusual cases. You'll never feel lost in the process.
Small Company Vibes with Big Company Support: Enjoy the benefits of a close-knit, supportive team while still having access to the resources you need. You'll always be able to speak directly to decision-makers, ensuring your voice is heard and your ideas matter.
Supportive Underwriting Team: Our small pool of expert underwriters makes your job smooth and easy. With a dedicated team behind you, the underwriting process is faster, simpler, and more transparent.
No Overlays: We follow government guidelines - and nothing more. This means fewer headaches for you and your clients as we keep things straightforward and clear.
Access to a Wide Range of Loan Products: Not only do we offer competitive rates with top-tier service, but we can also broker unique and interesting products that may not be available in-house. Flexibility and variety are at your fingertips.
Why Responsive Mortgage?
We are committed to creating a work environment where you can thrive both personally and professionally. Our small-company feel allows you to connect with decision-makers directly and feel empowered within your role. Whether it's leveraging the massive lead generation pipeline through Yoo Realty Group or receiving top-notch operational support, Responsive Mortgage is where your career can flourish.
Competitive Rates, Exceptional Service
We pride ourselves on offering some of the most competitive rates in the industry, paired with exceptional customer service that keeps clients coming back. When you join us, you'll have the backing of a company that supports your success from day one.
Ready to Take the Next Step?
If you're ready to be part of a growing, supportive team where your potential is unlimited, apply today! Let's build something great together.
Job Type:
Full-time
Pay:
$48,226.91 - $196,492.21 per year
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Self-determined schedule
Weekend availability
Supplemental pay types:
Bonus pay
Commission pay
Residential Loan Processor
Loan specialist job in Juda, WI
Location: Juda, WI Hours: Monday-Friday 8:00 am-4:30 pm Job Summary: Department: As a Loan Processor, with residential and HELOC emphasis, responsible for preparing complete loan documentation and system support work for new and renewed loans, including but not limited to, record data input, maintenance to various systems, monitoring accuracy of loan reports, preparation of loan documentation, filing and perfection of the Bank's collateral. To have a strong understanding of the Bank's core loan system, loan documentation software, and other supporting systems, such as the Bank's tickler tracking software, flood certification website, Credit Bureau provider, WDFI's UCC name/lien searches, etc. Must be able to respond to customer inquiries regarding loan balances, payoffs, payments, and requirements of loan(s). Provide administrative support for lenders and ensure follow-up of incomplete loan file items is completed. Responsible for balancing general ledger, managing flow of documentation, and completing all required secondary market loan reports to investors for the Bank. Perform other tasks as assigned by supervisor, and senior management, regardless of job title or routine job duties. Duties and responsibilities may be added, removed, or changed at any time at the discretion of management, formally or informally, verbally or in writing.
Supervisory Responsibilities: None.
Duties/Responsibilities:
1. Loan Support Responsibilities:a. Establish and process new loans and renewals on the Bank's core system.
b. Complete data entries for loan advances, payments, inquiries and input changes such as address, name, etc.
c. Prepare and send loan deferments as assigned and requested by lenders.
d. Prepare and send denials as assigned and requested by lenders.
e. Complete and update as requested Credit Bureaus, identification validations, and other status reports with respective agencies, etc.
f. Respond and assist customers with loan payments, validating loan balances and payoff amounts.
g. Primary Loan Processor working with secondary market loans (sold and serviced) to ensure Bank documentation complies with delivery requirements; and
h. Miscellaneous support and follow-up duties relating to this area i.e., follow-up letters or calls, collection of data, and general system support.
2. Loan Administration Responsibilities:
a. Prepare customer loan renewals when needed, which includes validating terms with lender, preparing renewal documents, validating payment history, updating loan file information (pulling and filing documents as needed) and completing the renewal work on the Bank's core loan system.
b. Prepare loan documentation for lenders, as assigned. Reviews new/existing loan documentation for accuracy and file completeness before loan is closed. This may include, yet is not limited to, insuring appraisal with review is on file, flood search has no flood issues, title work is on hand and areas of follow-up are noted, proof of collateral insurance is on hand, DFI name matches, UCC lien search is acceptable, OFAC completed, etc.
c. Set up loan files, forward documentation for proper perfection of the Bank's lien(s), and set-up ticklers within the Bank's tickler tracking software and prepare loan files as far as possible before adding them to the incomplete status report.
d. Assist and perform general administrative duties for lenders, including but not limited to, correspondence, title company follow-up for final title, tracking loan deferments, answering customer questions, etc.
e. Assist in imaging of loan files.
f. Provide assistance to Loan Operations Manager in the monitoring and tracking of all outstanding items for area of emphasis within the Bank's tickler tracking software, which includes but is not limited to, customers' final title policies, recording documents & releases, insurance, etc.
g. Routine follow-up on missing loan file items, filing of loan documentation, and general file correspondence.
3. Support and assist in the follow-up of all incomplete loan file work for the Bank's residential, HELOC, and retail loan customers via tracking and monitoring of items for the completion of each loan file:
a. respective real estate related documents.
b. obtain initial required insurance needed, per Bank's blanket carrier.
c. assist in tracking delinquent real estate taxes, if assigned.
d. final title insurance policies and letter reports.
e. OFAC check when customer is new to the Bank.
f. other needed areas of tracking, as assigned, for the Bank.
4. Generate and complete the Bank's daily remittance and monthly reporting for secondary market loan programs. Accountable for insuring accuracy and completion of all required secondary market loan reports, which includes but is not limited to Freddie Mac, Fannie Mae, FHLB, and Rural Housing programs. Upon movement of a loan to collections, work with Loan Operations Manager for additional reporting that may be needed.
5. Loan Processor is responsible for working with the Bank's HMDA and/or Compliance Officer for providing accurate information for the quarterly tracking report and annual required HMDA submission to the government.
6. General administrative support work is a major part of this position and includes letter coordination; routine filing of loan documents and correspondence; follow-up phone calls on missing support documents; and other duties as assigned.
7. When appropriate and opportunity arise, sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business.
8. Treat all customer inquiries, questions, complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service.
9. Prepare own routine correspondence by use of computer network system and software programs available.
10. All work completed for the Bank both in the loan operations area, and other areas of the Bank, will follow established policies and operating procedures, which are consistent with the Bank's overall policies and operating objectives.
11. Continue to develop and enhance individual banking skills through in-house training, online training, trade association seminars/classes, and/or reading industry periodicals.
12. Cross train for back-up and keep supervisor informed of own needs for training.
13. Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers and manager.
14. Maintain a high level of ethical behavior within the banking profession.
15. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).
16. Undertakes special projects and duties as assigned.
Required Skills/Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
2. Ability to prepare reports based on direction, general business correspondence, and daily task procedures, as assigned.
3. Ability to effectively verbalize ideas and respond to questions from a group of peers, customers, other staff members, and the public.
4. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
5. Ability to complete rate disclosures, ratios, and percentages and to create and interpret statistical information and graphs.
6. Ability to solve practical problems and deal with a variety of concrete variables and situations where only in most cases standardization exists.
7. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
8. 10-key calculator preferred, keyboarding, strong knowledge of personal computer and wide array of software applications, working knowledge of LAN/WAN, cheerful demeanor, and cross selling abilities.
Education and Experience:
Relevant 4-year college or 2-year degree from technical college with work experience; or five years or more related experience and/or training and high school diploma or general education degree (GED); or equivalent combination of education and experience.
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 those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must regularly sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee is required to walk to other areas of the building. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel, and crouch. The employee may need to lift and/or move up to 25 pounds on occasion. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.
Travel requirements: None
BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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