Primary Responsibilities:
• Provide timely support for inquiries and escalations, ensuring resolution within defined SLAs.
• Collaborate with internal teams and senior management to coordinate responses and follow-ups.
• Monitor internal reporting tools to identify and manage new inquiries and escalations.
• Conduct detailed reviews of mortgage loans, particularly those in early to late-stage delinquency.
• Partner with external vendor to track and respond to escalations efficiently.
• Develop and maintain reporting dashboards to monitor inquiry volumes, response times, aging, and trends.
• Assess reported issues for potential client impact and facilitate appropriate internal and external communications.
• Offer backup support to other members of the Servicing Oversight team as needed.
• Contribute to ad hoc projects and assist management with servicing oversight initiatives.
• Perform additional duties as assigned by management.
Preferred Experience:
• Mortgage servicing exp is MUST.
• 3 to 5 years of experience within client services and mortgage servicing, including loan onboarding, loan administration, and default management
• Preferred 1+ years of management/supervisory experience
• Mortgage servicing experience, including working knowledge of escrow, insurance and tax tracking, payment processing, etc.
• Working knowledge of applicable regulatory guidelines related to mortgage servicing
• Adhere to turn time commitments while working in a high-volume environment
• College degree preferred
$67k-97k yearly est. 2d ago
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Senior Resolution Specialist
Arthur J. Gallagher & Company 3.9
Loan specialist job in Houston, TX
Analyzes coverage and settles the most complex and challenging claims within Gallagher Bassetts specialty claims areas (excluding workers' compensation). Handles the full life cycle of all assigned claims files, from intake to resolution. Determines Specialist, Senior, Claims, Healthcare, Adjuster, Practice
$33k-53k yearly est. 5d ago
DCS Specialist
Ben Aris
Loan specialist job in Houston, TX
About the job DCS Specialist DCS Specialist Provide Control Systems support for the continuous manufacture of quality high density polyethylene (HDPE) and specialty fluids at a high rate of production and minimum cost, consistent with high standards of quality, safety, housekeeping, and good employee relations.
Operational Responsibilities
Implements, and maintains process control systems and advanced control technology. Identifies, diagnoses, and corrects integrity and data flow issues
Gathers, selects, analyzes, and interprets data to understand the impact of changes on the distributive control systems (DCS) and Safety Instrumented Systems (SIS), specifically the potentials for domino effect problems, loss of view, loss of control, incorrect logic, and the interconnected nature of the system
With engineering input, design and implement various small projects. Including, but not limited to, graphics, logic blocks, scripting, process trends, and alarms
Monitor and optimize the operator Human-Machine Interface as assigned and through individual initiative and coordination with Operations
Analyze alarm data from the DCS and report trends on how operators are responding to those alarms
Maintenance Responsibilities
Maintain distributive control systems for the entire plant
Perform hardware and software updates for the DSC while on-line
Install, set-up, upgrade, and edit program logic control (PLC) statements without bringing system down
Set-up new equipment and change how equipment is viewed on the DCS
Investigate, repair, and provide preventative maintenance on plant DCS, SIS, and PLC hardware and software
Manage Remote Instrument and Electronic (RIE) buildings where plant electrical and instrument network is housed. Research network issues by identifying what equipment is not getting power
Guide instrument technicians and electricians in the field to identify equipment malfunctions
Maintain computer and network equipment on the plant process control networks
Implement and administer antivirus and backup software solutions
Partner with engineers to program alarms and operational limits
Utilize software to observe and monitor system status and changes by changing PLC statements
Manage DCS spare locations for Capital Expenditure (CAPEX) and Expense projects
Partner with capital support for new DCS installations
Create and perform weekly and monthly checklist of system status, software updates, and equipment condition
Interpret and follow company guidelines for industrial control system security
Maintain DCS knowledge and coordinate training to maintain proficiency and continual learning, including self-study and webinars
Qualifications/Experience Required
High School Diploma or equivalent (GED) required; advanced training in field preferred (Instrumentation or IT)
Experience with Emerson DeltaV or Honeywell TDC300 and Experion systems.
Ability to manage multiple issues/projects simultaneously
Computer proficient: Windows 10, Server 2016, MS Office, SAP
$45k-90k yearly est. 7d ago
Express Airfreight Specialist
Avia Solutions Group 4.4
Loan specialist job in Pasadena, TX
Are you ready to charter your own career?
The runway to success in global logistics begins here...
Are you looking for an opportunity to work for a global brand where you can use your skills, be part of a diverse team and grow with a dynamic company? We are looking for a Express Airfreight Specialist to join the NFO team in Los Angeles OR Pasadena, California. The successful candidate will be passionate about the logistics industry, target and goal driven and have experience in freight forwarding and/or time-critical cargo.
Purpose of the Role
To evaluate customer needs and logistics/courier requirements and format an effective plan to meet such needs and requirements.
To handle, monitor and follow-up on incoming customer requests for OBC/NFO shipments in a 24/7 shift cover.
To maximize business opportunities by offering customers tailored-made solutions to meet with clients' requests within operational restrictions.
To build strong productive relationships with clients to ensure business objectives are achieved.
Responsibilities of the Role
To exercise both discretion and independent judgment in performing the duties of the job.
To work with management to develop appropriate policies to achieve the goals of the Company.
To work directly with management to implement Company policies to ensure that customer needs are being met, such as budgeting and on time delivery.
To evaluate customer business needs and logistics/courier requirements and format an effective plan to meet such needs and requirements.
To handle, monitor and follow-up on incoming requests for OBC/NFO shipments in a 24/7 shift cover.
To maximize business opportunities by offering customers tailored-made solutions to meet with clients' requests within operational restrictions.
To build strong productive relationships with clients to ensure business objectives are achieved.
Preparing of time-critical routing options for incoming requests ensuring a timely offer with detailed and accurate information is provided to clients.
Allocating of couriers to pending orders for worldwide requests and booking of their travel arrangements.
Liaise, direct and give clear detailed instructions and information to couriers on their assignments and modify assignments as broker deems necessary to meet global customer needs.
Monitor and tracking of on-going shipments with the purpose to ensure a high quality service is delivered to the customers and the company's expectations are met at any time.
Sourcing, selecting and negotiating with external suppliers and service providers with the responsibility of determining and delivering appropriate training if necessary to meet the company requirements.
Debtor and Creditor Invoicing and order settlement.
Keep up to date with activities of OBC/NFO coordinator(s) using the appropriate network of communication.
Qualifications
* Freight Forwarding and/or Time Critical Cargo experience is highly preferred.
* Ability to travel when required in line with business needs.
What We Offer
Competitive salary
Comprehensive benefits package
Opportunity to join a global company and be part of a diverse international team
Professional development and career opportunities
Unlimited access to thousands of courses on LinkedIn Learning platform
With more than 50 years of experience, the Chapman Freeborn group provides a diverse range of aviation-related services on a global basis. Our expertise in all areas of the air charter industry makes us the number one choice for many of the world's leading logistics providers, multinational corporations, travel partners, and well-known names from the entertainment business.
Chapman Freeborn is a family member of Avia Solutions Group, a leading global aerospace services group with almost 100 offices and production stations providing aviation services and solutions worldwide. Avia Solutions Group unites a team of more than 11,500 professionals, providing state-of-the-art solutions to the aviation industry and beyond.
Chapman Freeborn 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.
Download offer as PDF
$74k-108k yearly est. 5d ago
Dietary Specialist
Auctis
Loan specialist job in El Paso, TX
About the job Dietary Specialist Job Title: Registered Dietitian Remote Work: Not Allowed Company: Aramark (Aramark Division) Salary: Target: $55,000.00 Job Description: We are seeking a dedicated Registered Dietitian to contribute to our nutritionally sound and cost-efficient food services program. In this role, you will ensure the program meets the needs of students while adhering to all local guidelines related to nutrition regulations. Utilizing technical training and government-mandated nutritional standards, you will develop healthy menu implementation plans. You may work closely with the Food & Beverage Development and management teams.
Responsibilities:
Plan menus in accordance with Aramark guidelines.
Regularly visit school cafes to ensure program compliance.
Support the maintenance of recipe development, menu production, and foodservice management standards.
Conduct nutrient analysis for all food items served.
Educate clients and consumers on healthy food choices through school training and community outreach.
Assist with new employee training.
Collaborate with management and supervisors to ensure the delivery of quality food services.
Qualifications:
Previous relevant working experience preferred.
Bachelors degree from an accredited institution with coursework accredited or approved by nutrition and dietetics agencies.
Required RDN or RDN eligible.
Formal eligibility to practice dietetics in the geographic location where applicable.
Ability to maintain a friendly, efficient, positive customer service attitude toward customers, clients, and co-workers.
Maintain a contagious and positive work ethic to inspire others.
Candidate Must Have:
RDN/RD Certification
Food service experience
Menu production experience
Recipe development experience
$55k yearly 1d ago
Healthy Lifestyle Specialist
Boys & Girls Club of Austin 3.8
Loan specialist job in Austin, TX
(Essential Job Responsibilities): Creates, implements, promotes, and manages Healthy Lifestyles and Sports programs and activities that promote healthy living and physical activity. Coordinates fee-based programs. Trains and ensures all staff are com Health, Specialist, Sports, Staff, Monitoring, Healthcare
$31k-42k yearly est. 1d ago
Lockbox Specialist
Appleone 4.3
Loan specialist job in Lewisville, TX
Job Description: Role reports to a lockbox (vault). This is a long-term role within the Receivable Operations. Production line type of environment inside a secured vault. Detailed information cannot be provided until candidate is cleared by the client:
• Preparing work for digitation by extracting payments and documents from mailing envelopes
• Inputting and validating data into the system
• Operating high-volume document scanning machines while validating the quality of scanned images
• Validating/reconciling electronic reports to paper documentation
• Making judgement calls regarding routine duties while referring non-routine situations to a manager
• Willingness to learn new processing functions and equipment operations is needed
• Maintaining site productivity, quality, accuracy and confidentiality standards while meeting well defined goals
• Ensuring that all customer and bank guidelines are followed as it relates to operations, internal audit, security and general practices
Requirements:
• At least 7 years of USA residence history
• Proof of US Citizenship - us birth certificate, passport, permanent resident card, certificate of US citizenship or Naturalization
• State Issued form of ID (ID/Driver's license) MUST BE VALID and not expired
• Data Entry skills
• Ability to pass in-depth background check and credit worthiness
• Willing to work in a high security production environment while adhering to strict regulations including no cell phones/smart watches on production floor
• Ability to sit, stand, walk and lift up to 50 lbs
• No time off in first 90 days
Shifts Available/Pay Rates:
2nd Shift: M-F 3:30 pm-12 am ($22/hr)
Weekend: Fri - Mon 7am-5:30pm ($22/hr)
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
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The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
********************************************** Contents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$22 hourly 2d ago
Estimating Specialist
The Gund Company 4.0
Loan specialist job in Euless, TX
Ready to take your career to the next level?
At The Gund Company, we're more than just an electrical insulation manufacturer-we're a team of passionate problem-solvers who love what we do! If you're looking for a workplace where innovation meets collaboration, and where your ideas truly matter, this is the place for you.
Our Motto:
Take Care of Each Other. Take Care of the Customer. Take Care of the Business.
Position Details
Shift: 1st Shift
Schedule: Monday to Friday, 8:00 AM - 4:30 PM
Location: Euless, Texas
Salary: Starting at $64,000 per year
Why You'll Love Working Here
Be part of a fun, driven team that values growth and creativity.
Enjoy employee ownership through our ESOP program-your success is our success!
Competitive pay, great benefits, and a culture that celebrates continuous improvement.
Requirements
What You'll Do
As a Manufacturing Estimating Specialist, you'll be the go-to expert for creating accurate, competitive cost estimates that help us win business and delight customers. You'll work closely with engineering, production, and sales teams to:
Analyze customer requirements, specs, and drawings.
Develop and improve costing models and calculators for efficiency.
Prepare detailed quotes using our advanced tools like Visual Estimating Window and PCM automated quoting module.
Participate in Kaizen events and process improvement initiatives to keep us ahead of the game.
Lead Gross Profit Review processes and collaborate on pricing strategies.
Document best practices and mentor others in estimating excellence.
What We're Looking For
3-5 years' experience in custom manufacturing quoting processes.
Strong Excel skills (formulas, lookup tables, ODBC links).
Ability to create clear documentation of manufacturing processes.
Familiarity with ERP systems, MS Office, and ISO quality environments.
Bonus points for experience in low-volume, high-variety manufacturing, machining, or craftsmanship.
Associate degree or relevant certifications preferred.
Perks & Benefits
Employee Stock Ownership Plan (ESOP) - You own part of the company!
Health, Dental, Vision, Life & Disability Insurance
401(k) with 50% employer match
Competitive wages & safe work environment
Career development through Individual Development Plans (IDP)
Ready to join a world-class team ranked high in employee engagement?
Apply today and let's build something amazing together!
EEO Statement: It is the policy of The Gund Company to recruit, hire, train, and promote employees without discriminating based on race, gender, age, religion, national origin, veteran status, sexual preference, or disability.
Key Skills & Keywords
Cost Estimation • Manufacturing Processes • ERP Systems • Excel Expert • Process Improvement • Kaizen • Lean Manufacturing • Quoting • Pricing Strategy • Continuous Improvement • ISO Standards • Engineering Collaboration
$64k yearly 22h ago
Loan Specialist Sales - Austin
Autopay 4.0
Loan specialist job in Austin, TX
THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at ***********************
LoanSpecialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a LoanSpecialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average LoanSpecialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month LoanSpecialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
Training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
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$70k-80k yearly 16d ago
Loan Origination Specialist III
Jpmorganchase 4.8
Loan specialist job in Plano, TX
Join JPMorganChase as a Loan Origination Specialist III and make a significant impact on our Lending Services team. This role offers a unique opportunity for career growth and development, allowing you to enhance your skills in conflict management, critical thinking, and stakeholder engagement. Be part of a team that values personal resiliency and organization and contribute to providing exceptional service to our clients.
As a Loan Origination Specialist III within the Lending Services team, you will play a crucial role in facilitating the loan origination process. You will collaborate with internal and external clients to ensure smooth transaction closings, while maintaining compliance with JPMorganChase's lending standards. Your ability to manage multiple tasks under tight timelines and build strong relationships with stakeholders will be key to your success in this role.
Job responsibilities
Collaborate effectively with clients to facilitate loan origination and transaction closing, ensuring a smooth and efficient process through clear communication and proactive support.
Review and verify loan documentation for compliance, applying attention to detail and regulatory knowledge to ensure accuracy and adherence to standards.
Address and resolve routine issues in the loan process, utilizing problem-solving skills and critical thinking to maintain workflow continuity.
Manage multiple tasks simultaneously, demonstrating strong organizational skills and the ability to adhere to deadlines in a fast-paced environment.
Build and maintain strong relationships with stakeholders, leveraging interpersonal skills to foster trust and collaboration for successful outcomes.
Required qualifications, capabilities, and skills
Demonstrated baseline knowledge of loan origination processes, with the ability to apply critical thinking to documentation review for accuracy and compliance.
Skilled in conflict management and issue resolution, effectively navigating challenges to maintain smooth operations.
Proficient in time management and organization, ensuring efficient task prioritization and completion in a structured manner.
Experienced in building and maintaining stakeholder relationships, leveraging strong interpersonal skills to foster collaboration and trust.
Capable of integrating critical thinking and organizational skills to enhance process efficiency and stakeholder engagement.
Preferred qualifications, capabilities, and skills
Possess knowledge of JPMorganChase lending standards and compliance processes, ensuring adherence to regulatory standards and maintaining quality in lending operations.
Experienced in stakeholder relations, leveraging strong communication and emotional intelligence to build and maintain productive relationships, and facilitate effective collaboration.
Skilled in utilizing continuous improvement and process automation to optimize lending workflows, enhance efficiency, and streamline processes for timely and effective outcomes.
Proven track record in managing complex loan processes, demonstrating the ability to navigate intricate scenarios and deliver successful results under short deadlines.
Capable of integrating process optimization with strong organizational and active listening skills to drive improvements and maintain high standards in high-pressure situations.
$78k-112k yearly est. Auto-Apply 15d ago
Home Loan Specialist III
Pennymac 4.7
Loan specialist job in Carrollton, TX
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home LoanSpecialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home LoanSpecialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home LoanSpecialist will: Successfully complete Pennymac training classes in wage income, self employment income, rental income, and assets is required Perform complex data and document validation Calculate income; wage, self employment, and rental income Review and calculate asset documentation Restructure mortgage loans to meet agency and Pennymac requirements Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite escalated loan issues Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values Collaborate with team members to ensure escalated loans are completed in a timely matter What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and mortgage industry experience required Jr Underwriting experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $45,000 - $66,000 Work Model OFFICE
$45k-66k yearly Auto-Apply 18d ago
Bilingual Loan Specialist - 076
Sun Loan 3.5
Loan specialist job in Pharr, TX
As a LoanSpecialist, this position supports the branch manager in maintaining a profitable and well-managed office by ensuring efficient administration and compliance in loan processing. This role includes accurately processing loan applications, assembling and verifying loan documents, and handling all paperwork to maintain regulatory compliance. By diligently following organizational and regulatory guidelines, the LoanSpecialist helps mitigate risk and avoid potential losses.
Responsibilities also include contacting customers regarding payment arrangements, facilitating loan extensions and modifications, and handling pay schedules as needed. In the manager's absence, this role oversees office operations to maintain continuity and productivity.
Job duties include:
Attempts to persuade customers to pay the amount due or arrange for payment via phone, or mail. Identifies solutions for customers to refinance accounts and bring accounts current.
Properly closes loans by ensuring all loan requirements are explained.
Execute collection calls on overdue accounts.
Uses company provided location services to locate past due customers.
Ensures accurate and timely processing of applications by regularly reviewing pending applications and contacting prospective customers.
Ensures continual account growth by selling loans to former and prospective customers.
Sells ancillary products including taxes, referrals and car club (where applicable).
Maintains all necessary forms and loan documents for accounts in accordance with company guidelines, federal and state law.
Prepares copies of financial and legal documents as requested.
Ensures accurate and timely processing of loans by providing accurate computer input and keeping customer information up to date.
Enters payments into loan management software.
Accommodates for payment extensions and properly maintains collection notes on account screens.
Requirements:
1 year Customer Service experience in any field
6 months Collections experience, a plus
High School/GED preferred
Proficiency in operating systems (e.g., Windows, mac OS, Linux) and common software applications (e.g., Microsoft Office Suite, Google Workspace), with experience in software installation, configuration, and troubleshooting.
Demonstrates a positive attitude, strong work ethic, and a collaborative approach, contributing to a respectful and productive work environment.
Excels in building and maintaining strong customer relationships, demonstrating excellent communication, active listening, and persuasive sales techniques to drive customer satisfaction and business growth.
Strong organizational skills, with the ability to manage multiple tasks efficiently, prioritize responsibilities, and meet deadlines while maintaining attention to detail.
Proficient in basic math skills, including addition, subtraction, multiplication, and division, with the ability to apply these skills to analyze data and perform calculations accurately.
$25k-53k yearly est. 15d ago
Loan Specialist - Boarding
California Bank & Trust 4.4
Loan specialist job in Houston, TX
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.
Are you looking for opportunities to create a positive impact?
At Enterprise Loan Operations we inspire a culture of continuous improvement and innovation, and a focus on empowering team members through forward-thinking learning opportunities. We are committed to diversity, equity, and inclusion, and believe that success requires a work environment as diverse as our customer base, where people are respected and valued. We recognize our customers are the reason the bank exists and are committed to doing what's best for our customers, our company, and each other. Join our talented team today!
As a Consumer Boarding LoanSpecialist, you will:
Provide ongoing support to six affiliated banks by servicing the consumer loan portfolio. This role is responsible for reviewing and onboarding new loans into the system, accurately posting monetary transactions, and completing teamassigned reports. The position also assists partners with inquiries related to loan onboarding and participates in departmental projects and audits as required.
Key Responsibilities
* Review and onboard new consumer loans into the system with accuracy and attention to detail
* Post and reconcile monetary transactions in accordance with established procedures
* Complete and maintain various reports assigned to the team
* Act as a point of contact for internal partners, responding to inquiries related to new loan onboarding
* Collaborate with team members and crossfunctional partners on projects and audit activities as needed
* Ensure compliance with internal controls, policies, and applicable regulations
You'll be a great fit if:
* You have working knowledge of banking and lending processes, especially relating to loan documentation and account maintenance.
* You enjoy collaborating with creative, top performing teams, and using your interpersonal and communication skills (both verbal and written).
* You use prioritization and time management skills to complete your work and meet deadlines.
* You take pleasure in continuously learning and growing.
* Your attention to detail helps you deliver top quality work.
* You can solve problems by researching and analyzing information.
* You enjoy working in a fast-paced environment that quickly changes and provides challenges.
* You are comfortable using various Microsoft Office tools (Word, Excel, Outlook, etc.) or similar software.
* Your customer service skills create quality experiences for those you serve.
You'll need:
* Some previous banking, loan processing, documentation, servicing or other directly related experience
* A High School diploma or equivalent. A combination of education and experience may meet job requirements.
Location: This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations:
* Houston, TX
* Midvale, UT
What we offer:
* Our commitment to your success by providing the training, support, and resources you need.
* Medical, Dental and Vision Insurance - STARTING ON YOUR FIRST DAY!
* Competitive pay, Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits include coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
* Employee Ambassador preferred banking products.
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$26k-46k yearly est. 5d ago
Personal Loan Consultant
Onemain Financial 3.9
Loan specialist job in Burleson, TX
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$31k-43k yearly est. Auto-Apply 1d ago
Home Loan Specialist I
Solomonedwards 4.5
Loan specialist job in Austin, TX
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 LoanSpecialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Loan Officer
Peoplefund Company 3.9
Loan specialist job in Edinburg, TX
About the Role: * The Loan Officer's primary role is to assist entrepreneurs with their financing needs. The Loan Officer will develop key relationships to support small business owners, oversee the loan application process, determine client eligibility, review loan applications for completion, conducts credit analysis, and prepares loan packages for submission to underwriting. The Loan Officer will report to the Regional Lending Manager.
About Us:
* PeopleFund's Mission is to creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
Our Values are:
* Integrity First
* Service Before Self
* Excellence In All We Do
Is that you? Awesome! Let's talk about what you'll do at PeopleFund.
Responsibilities:
* Generates loan volume through building relationships with the community, partner organizations, bankers, accountants & other creative techniques in collaboration with small business support organizations.
* Generates new clients & partnerships with support organizations that have a positive economic impact in support of PeopleFund's target market.
* Evaluate best ways to reach out to prospective clients.
* Analyze loan requests based on need, impact & financial viability.
* Screen potential clients and educate them about the loan process.
* Assist start-ups, established small businesses and nonprofits in preparation for a loan.
* Submit loans that have a positive impact in Texas' lower-income communities.
* Meet minimum loan volume/production requirements.
* Conduct annual visits to PeopleFund clients & makes phone calls to delinquent clients.
* Ensure loan requests are properly assigned to an underwriter & that deals move expediently through the process.
* Identify technical assistance, education & training needs of existing & prospective clients.
* Maintain routine contact with loan prospects & existing clients.
* Follow up with clients to maintain & strengthen the relationship.
* Other responsibilities include community outreach, collections, passing on loan capital & grant opportunities to corporate staff for action.
* Attend & participate in lending events in support of PeopleFund's mission.
* Perform other tasks as needed.
The Perks - PeopleFund provides the following benefits for employees:
* Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only coverage
* Paid Time Off starting at 3 weeks per year and 12 paid holidays
* 401 (k) retirement plan match and immediate vesting
* Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses
* Dependent Child Care Spending Account available to employees who qualify
* PeopleFund is a Hybrid Work Environment
True to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team's capabilities as we work together to create economic opportunity in underserved communities.
Requirements
Qualifications:
Bachelor's degree or relevant work experience.
Minimum of three years of lending or related financial services experience.
Strong communication skills & positive, team focused approach.
Spanish preferred, but not required.
Travel required up to 75% of the time.
Available to attend events or programs outside the Monday-Friday work week as needed.
$49k-67k yearly est. 55d ago
Bilingual (Spanish) Consumer Loan Specialist
Curo Group Holdings Corp 4.7
Loan specialist job in New Braunfels, TX
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 LoanSpecialist, 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: 1050 N IH-35, Suite 600 New Braunfels, TX 78130
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.25 - $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, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
$15.3-21.8 hourly Auto-Apply 10d ago
Construction Loan Draw Specialist
Primelending 4.4
Loan specialist job in Dallas, TX
Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!
Under general supervision, the Construction Draw Specialist assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers. Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients. The Construction Draw Specialist will engage with external vendors including third-party inspectors, surveyors, and title companies to gather project data and will input data into the draw monitoring system.
High School diploma, general education degree (GED), or equivalent required.
Minimum 2 years of lending/loan administration experience. Strong preference for previous experience with construction draw servicing or related construction industry experience.
Knowledge of construction disbursement servicing system a plus.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and produce error-free work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and accountability.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Monitors construction draw pipeline for residential homebuilders and/or commercial construction loans. Performs general maintenance on loan accounts and ensures supporting documentation is uploaded into the monitoring system.
Inputs budgets and schedules in draw monitoring system according to loan approval and supporting construction documents.
Orders and reviews inspection reports, including final inspections, and surveys; ensures that project inspections are in line with draw request. Updates project completion progress in draw monitoring system in accordance to inspections.
Reviews draw requests and borrowing base requirements to ensure appropriate approvals are secured and internal requirements are met. Verifies availability of funds prior to release.
Reviews loan for outstanding past due payments. Ensures draw funds are held until past dues are resolved.
Prepares loan advances and wires for completing construction draws.
Communicates with lenders, lending assistants, borrowers, vendors, and other lending stakeholders on draw requests, including status updates, discrepancies, or any issues encountered when reviewing requests. Engages appropriate party to resolve discrepancies.
Monitors exceptions on draw requests and coordinates with lending staff and borrower to clear exceptions.
Monitors key loan account data such as down date endorsement requirements and construction loan binder extensions; documents data changes within the draw monitoring system.
Tracks borrower equity injection reports to ensure project is in line with loan approval guidelines/requirements.
Generates reports related to draw pipeline and provides to loan operations management.
Additional duties and responsibilities as needed.
$23k-40k yearly est. Auto-Apply 16d ago
Commercial Loan Processor
IBOC
Loan specialist job in McAllen, TX
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full time
This is an in-office position.
Department:
200 Commercial Operations
Job Summary:
The Loan Processor prepares the commercial loan documents and ensures that the loan documents are prepared accurately and on a timely basis.
Responsibilities include assisting the loan officer with the process of the scheduled loan closing by gathering the required information necessary to close the loan with a focus on credit quality and overall risk management. Emphases on closing the loan on a timely basis. The customer has deadlines to obtain the funds and complete the transaction.
:
ESSENTIAL JOB FUNCTIONS
The statements on this job description are intended to describe the general nature and level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
Prepares loan documents accurately and to close the loan as scheduled.
Facilitates the timely ordering of required documents (title work, compliance documents, flood documents, appraisals) and any other documents necessary to prepare the loan documents, based on board policy and regulatory requirements.
Audit the loan documentation to ensure that all documents are in order prior to loan closing paying close attention to detail in the preparation of documents.
Upload loans onto the PCS system. Reviewing reports on input and verifying that information was entered correctly. Receive loan requests and ensures loan information is properly entered into the correct system for processing.
Serve as a primary point of contact to assist internal and external stakeholders (lenders, customers, attorneys, title company) with various questions regarding loan closings.
Consistently analyze all loan documentation during processing to ensure accuracy of data and adherence to company policies and regulatory to safeguard IBCs legal position with the loan.
Create and maintain completeness of loan files both electronically and/or hard copies.
Perform detailed audits of loan request to ensure accurate and timely delivery of loan documents.
Monitor loan compliance with all applicable laws, regulations, and company policies.
Create detailed reports for management related to all activities and status of loan processing.
Other duties as assigned
SKILLS
Excellent verbal and written communication skills required.
Good organizational skills
Critical and analytical skills
Proficiency with Microsoft Word, Excel, and Outlook preferred.
Bilingual in English and Spanish preferred.
EXPERIENCE
1 - 2 years related experience
$33k-47k yearly est. Auto-Apply 60d+ ago
Loan Specialist
Regional Finance 4.1
Loan specialist job in Katy, TX
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a LoanSpecialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our LoanSpecialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
How much does a loan specialist earn in McAllen, TX?
The average loan specialist in McAllen, TX earns between $15,000 and $85,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.
Average loan specialist salary in McAllen, TX
$36,000
What are the biggest employers of Loan Specialists in McAllen, TX?
The biggest employers of Loan Specialists in McAllen, TX are: