The Direct Origination Specialist (DOS) is a salaried, execution-focused junior originator with performance-based bonus eligibility (no commission) responsible for converting FSF-generated borrower demand into funded loans, primarily across Small Balance Commercial (SBC) bridge and transitional loan products. This role operates in a high-volume, performance-driven environment and requires consistent borrower outreach, disciplined follow-up, and strong execution from first contact through funding.
This is not a traditional loan originator role. Direct Origination Specialists do not self-source business, independently price loans, or negotiate outside approved credit parameters, nor do they manage an independent book of business. Instead, the role is designed for professionals who can work warm, qualified CRE and SFR investor leads at scale, guide borrowers through approved SBC loan structures, maintain rigorous CRM discipline, and drive loans to close through consistent phone, email, and SMS engagement.
In-Office Requirement: This position is fully in-office at FSF's Seal Beach corporate office.
No remote or hybrid option
Daily in-person collaboration with Direct Origination, Operations, and Underwriting teams
Real-time coaching, escalation, and execution support
Direct Origination Specialists Requirements:
Work a high volume of FSF-sourced warm and recycled leads
Perform frequent outbound calling to qualified CRE and SFR prospects
Execute structured follow-up cadences via phone, email, and SMS
Maintain same-day and multi-touch engagement standards
Actively manage pipeline momentum from initial contact through funding
Convert marketing-qualified leads into underwriting-ready applications
This is a phone- and CRM-intensive role. Candidates must be comfortable with consistent outreach and measurable activity expectations.
Core Responsibilities
Immediate response to assigned inbound leads
Borrower, property, and exit strategy qualification
Application intake and documentation collection
Preparation of underwriting-ready loan packages
Coordination with underwriting, closing, and funding teams
Ongoing borrower communication and status updates
Accurate CRM management and documentation of all activity
Adherence to FSF quality, compliance, and execution standards
Performance Expectations
Consistent SLA-compliant borrower response times
High-quality, underwriting-ready file submissions
Strong approval-to-funding pull-through
Disciplined follow-up and engagement activity
Positive borrower experience feedback
Full compliance with FSF processes and documentation standards
Qualifications
Experience in 1-4 unit residential (SFR) or small-balance commercial lending across origination, processing, or underwriting support preferred
Comfort operating in a high-volume outbound calling and follow-up environment with consistent borrower engagement
Strong CRM proficiency with the ability to manage lead pipelines, document borrower interactions, and maintain accurate deal stages
Excellent organizational and communication skills with the ability to prioritize effectively across active deals
Proven ability to execute in a structured, metrics-driven environment with defined activity and conversion targets
Familiarity with SBC bridge, DSCR, or fix-and-flip lending products preferred
Company Description
Foundation Specialty Finance, LLC is a tech-enabled specialty finance company headquartered in Seal Beach, California, with a team of 25 experienced professionals. The company is an innovator in the commercial real estate industry, offering a fully integrated platform for Special Servicing, Loan Origination, and a Digital Marketplace. Foundation provides tailored loan programs for various property types, including residential, multifamily, and commercial properties, serving clients such as private lenders, regional banks, and private equity firms. Their advanced proprietary technology platform, PropertyPortal™, enables seamless transaction management, real-time data analytics, and enhanced decision-making throughout the lending and asset management cycle. Foundation is strategically positioned to address the current challenges in the commercial real estate and mortgage markets.
$28k-55k yearly est. 1d ago
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Loan Servicing Specialist
Center Street Lending
Loan specialist job in Irvine, CA
Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors.
Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023.
Website: ***************************
Duties & Responsibilities
This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs
Monitoring loan maturity dates and reaching out to customers as necessary
A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records
Perform a variety of clerical tasks (including data entry and updating loan files
Prepare payoff statements and send to the customer
Ensure all applicable loan documentation is uploaded to image repository system
Handle loans that are complex in nature ensuring all documentation is complied with
Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc.
This position is responsible for maintaining and updating critical loan data within the servicing system
Respond to phone calls/emails regarding questions on loan payment/transfer letters
Maintain high levels of customer service at all times
Qualifications:
Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred
Proficient in Word, Excel, and all Microsoft products
Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service
Background in banking, mortgage, financial services & customer services - Required
Highly organized, and comfortable using database systems and common office software programs
Education:
H.S. Diploma required - additional education preferred
Compensation:
Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly
Onsite -Irvine, CA - M-F - 8AM - 5PM
Benefits:
Paid time off
Health insurance
Dental insurance
Vision
401k plan
Company Events
Great Team Culture!
$47k-145k yearly est. 5d ago
Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
Loan specialist job in San Francisco, CA
A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k).
#J-18808-Ljbffr
$64k-108k yearly est. 1d ago
Supervising Mortgage Loan Officer
PNC 4.1
Loan specialist job in Cupertino, CA
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Greater SF Bay Area/South Bay, CA market.
This position is a producing role with salary and incentives.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.
+ Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Pay Transparency**
Base Salary: $37,440.00 - $39,936.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 12/04/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$37.4k-39.9k yearly 1d ago
SAP Specialist
99 Ranch Market 4.2
Loan specialist job in Buena Park, CA
Junior Program Manager (SAP)
Since its establishment, TAWA Services, Inc. has been committed to providing exceptional service and support to the diverse Asian American communities. Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States. Our dedication to excellence and community underscores the vital role of service in enhancing everyday life. TAWA Services, Inc. invites you to be a part of our mission and team!
Summary:
As a Junior Program Manager (SAP), you will assist in the planning, coordination, and execution of SAP projects under the direction of the SAP Program Manager. You will work closely with cross-functional teams, stakeholders, and vendors to ensure projects are delivered on time, within scope, and within budget. This role requires a strong foundation in project management methodologies, excellent organizational skills, and an eagerness to grow within the SAP ecosystem.
Responsibilities:
Support the SAP Program Manager in coordinating and monitoring the execution of SAP implementation, upgrades, and enhancement projects.
Assist in project planning activities including defining project scope, goals, timelines, and deliverables.
Track project milestones and deliverables, prepare status reports, and help manage project documentation.
Facilitate communication between project stakeholders, including business units, technical teams, and external vendors.
Organize and schedule project meetings, document meeting minutes, and follow up on action items.
Help identify project risks, issues, and dependencies, and support mitigation planning.
Monitor and support change management activities related to SAP projects.
Ensure compliance with internal standards, governance frameworks, and best practices in project execution.
Maintain and update project tracking tools, including timelines, risk logs, and issue trackers.
Participate in testing and training coordination for SAP modules, as needed.
Perform other duties as assigned by management.
Qualification:
A Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field.
1-3 years of experience in project coordination or junior project management, ideally in an IT or ERP environment.
Bilingual proficiency in English/Mandarin is strongly preferred.
Familiarity with SAP systems and modules (such as SAP S/4HANA, FICO, MM, SD).
Understanding of project management methodologies (Waterfall, Agile, etc.).
Proficiency in Microsoft Office tools, especially Excel, PowerPoint, and Project.
Strong organizational, multitasking, and time management skills.
Effective verbal and written communication skills.
Detail-oriented with a proactive, solution-focused mindset.
PMP, CAPM, or SAP-related certifications are a plus.
Authorized to work in the United States without sponsorship.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions.
Position Details:
Employment Type: Full Time
Location: 6338 Regio Ave, Buena Park, CA 90620
Benefits:
Medical, Dental, Vision, and Life Insurance.
401 (k) Retirement Saving Plan with 4% Company Match.
Long-Term Services Award.
Employee Discount.
Paid Time Off.
Compensation:
The pay range for this job starts at $70,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.
Beware of Job Scams:
We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written s, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: ************************************************************
Disclaimer:
Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.
$70k yearly 23h ago
Sr. Loan Closer
Professional Search Group-OC
Loan specialist job in Los Angeles, CA
Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.
The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW!
Primary Duties & Responsibilities
Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds
Collaborate with title companies to review and clear outstanding title exceptions prior to funding
Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding
Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
Support special projects and perform additional duties as assigned
Requirements
Bachelor's Degree preferred but not required.
4+ years of loan closing or funding operations experience required, preferably in private lending
Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
Solid knowledge of mortgage loan products, guidelines, and regulations
Detail-oriented, team player with excellent communication and interpersonal skills
Experience with Salesforce a plus
This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members.
Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues
Apply for this amazing opportunity today!
Donovan Aranda
Division Manager
562-378-0027
Donovan.aranda@us-psg.com
$41k-57k yearly est. 3d ago
Funding Specialist (Escrow)
First Title & Escrow 3.7
Loan specialist job in Los Angeles, CA
Disbursement Reconciliation Specialist
Onsite - North Hollywood, CA 91601
Monday - Friday; 8:30am-5pm
As a Disbursement Specialist, you play a critical role in ensuring the accurate and timely disbursement of funds in real estate transactions, including purchase and refinance transactions. This role plays an important part in maintaining compliance with company policies, state and federal regulations, and client requirements, while delivering exceptional service to internal teams, lenders, and clients.
Expectations:
Review funding packages and work with processors to correct mistakes or collect missing data.
Confirm file is balanced with incoming funds from lender, buyer or borrower.
Verify payoff accuracy, invoices and all transaction related charges prior to disbursement of funds.
Maintain accurate and organized disbursement records according to compliance and audit procedures.
Maintain business line prioritization aligning with company procedures.
Requirements:
2+ years of experience in title evidence review and examination.
Proficiency with title/settlement software (e.g., ResWare) and Microsoft Office Suite highly preferred.
Exceptional attention to detail and accuracy in reviewing title evidence.
Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment.
Ability to work independently in a fast-paced, deadline-driven environment.
Pay Rate Range: $20.00-$27.00 per hour
This is an hourly paid role. Pursuant to California law, this range represents the base pay the Company reasonably expects to pay for this position at the time of posting and may vary widely based on experience. Actual compensation will be determined based on factors including, but not limited to, experience, skills, education, internal equity, and business needs.
$20-27 hourly 1d ago
Mortgage Servicing Specialist
Royal Business Bank 4.1
Loan specialist job in Los Angeles, CA
Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.
Performs new account system maintenance including but not limited to manual boarding of loans in the system
Monitors escrow payments and track delinquencies through the life of the loan
Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies
Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority.
Processes payments, disbursements, and other transactions
Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions
Ensures compliance with all applicable government, investor, and bank regulations
Investor Accounting
Performs other duties as assigned
QUALIFICATIONS
EDUCATION: AA degree or equivalent
EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience.
SKILLS/ABILITIES
Strong interpersonal and customer service skills
Positive attitude
PC proficient in Microsoft Office
Detail-oriented and follow- through skills
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
$37k-43k yearly est. 1d ago
Entry Level Finance Sales to Loan Officer Career
Your Favorite Lenders
Loan specialist job in Anaheim, CA
This role is for driven competitive sales professionals who want a real career in finance not a disposable sales job.
At Your Favorite Lenders we do not throw you on the phones and hope you figure it out. We built a structured training and promotion system to turn motivated people into licensed producing loan officers.
You will start as a Loan Officer Trainee LOT with paid training learning the mortgage business from first call to funded loan alongside experienced producers.
Why This Is a Smart Career Move Right Now
Real estate prices remain high nationwide and millions of buyers and investors are waiting on the sidelines. As interest rates begin to come down demand does not return gradually it comes back in waves.
When rates drop
More buyers qualify
More refinances return
More investors reenter the market
Volume increases faster than staffing can keep up
The mortgage industry is already preparing for this shift. The professionals who enter now get trained before the rush and are positioned to benefit when demand accelerates.
Getting licensed early matters. Those who wait compete later. Those who enter now build experience leverage and long term income while others are still watching.
What You Will Do LOT
Call and qualify inbound and outbound mortgage leads
Run structured discovery conversations and intake forms
Learn how loans are structured priced and approved
Review documentation and understand borrower profiles
Work directly with senior loan officers on live files
Why Work at Your Favorite Lenders
Clear career path from Loan Officer Trainee to Junior Loan Officer to Loan Officer
Paid training and licensing support we invest in you
High lead flow once licensed no cold start grind
Hands on mentorship from active producing loan officers
Broad product exposure including purchase refinance and investor loans
Performance based advancement execution gets rewarded
Built by operators who actually produce not corporate managers
Clear Promotion Path
Loan Officer Trainee first 60 days focused on paid training and mortgage fundamentals
Junior Loan Officer next 60 days focused on NMLS licensing loan structuring and live deal exposure
Loan Officer run your own pipeline with uncapped commission
No mortgage experience required
Work ethic and coachability required
$37k-56k yearly est. 1d ago
Mortgage Loan Officer
Loanplex Mortgage Inc.
Loan specialist job in Bellflower, CA
🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA)
Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence.
If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you.
What We're Looking For:
✔️ 3+ years of loan origination experience
✔️ Comfortable working with complex client scenarios
✔️ Strong communication skills - Bilingual (English/Spanish) preferred
✔️ NMLS & CA DRE licenses required
✔️ In-office position (not remote) at our Bellflower headquarters
✔️ A true self-starter who knows how to turn leads into closings
✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence
What You'll Do:
Receive qualified leads from our marketing and referral network
Build and maintain strong client relationships
Strategize financing options for a wide variety of borrowers
Follow up consistently from first contact to closing
Represent Loanplex Mortgage with professionalism and integrity
Who We Are:
Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us.
If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect.
Let's fund dreams forward. 🏡💼
Send your resume and a brief introduction to ************************* Or Call ************
$37k-57k yearly est. 5d ago
Leave Specialist
Roseburg Forest Products 4.7
Loan specialist job in Springfield, OR
Purpose
Provides support for all leave of absence cases. Effectively coordinates all leave cases to include general administration, comprehensive case management, and program compliance with all related employment and leave laws. Performs exemplary customer service and assistance to team members, leaders, and HR.
Key Responsibilities
Effectively communicate the company's leave of absence policy, programs, and relevant laws to team members, HR, and management, in alignment and under the guidance of the Leave Manager
Interpret and administer leave programs and policies in accordance with the applicable federal and state employment laws (FMLA, ADA, USERRA, Pregnancy Discrimination Act, etc.)
Administer all aspects of leave programs. Provide extensive case management and coordinate administrative aspects of the cases
Collaborate with human resources leadership, payroll, and compensation teams to research and resolve employee leave issues
Analyze leave claims or requests, determines employee eligibility, and independently approves and/or denies leave cases based on relevant medical information and policy
Coordinate and organize all medical information and ensures that HIPAA and Employee Privacy guidelines are closely monitored and effectively executed
Document and track all leaves cases, as well as adjust time, pay, and employment status in the UKG WorkForce Ready system as needed
Work closely with team members to ensure that all relevant completed medical documentation is submitted for timely review. Maintains appropriate contact with all team members on leave and coordinates all aspects of return to work for team members on leave
Communicate any updates to management/HR on team member's leave of absence or return to work status as well as manages team member return to work or separation of employment
Report and manage metrics and analytics for all leave cases. Present reports as requested
Partners closely with HR on all leave cases
Serve as backup and provide support to on-site human resources for operations team member leaves
Manages STD/LTD programs in conjunction with the benefit team. Ensures that all disability claims are coordinated with FMLA or general medical cases
Serve as the point of contact for the appeal process with the State of Oregon for Family Paid Leave appeals, or similar programs
Assists in the creation and facilitation of leave administration training
Other duties as assigned
Model Company core values
Required Qualifications
2+ years of HR, Benefits, Leave Administration/Management or related experience
Preferred Qualifications
Experience in multiple state leave administration
Bachelor's degree in Human Services, Human Resources, or related field
PHR/SPHR Certification
Completion of specialized certification or training on FMLA/leave administration
About Roseburg Forest Products
Founded in 1936, Roseburg Forest Products is a privately held company based in Springfield, Oregon. With a legacy in sustainable forestry and innovative wood products manufacturing, we are a leading North American producer of engineered wood, exterior trim, plywood, lumber, and medium density fiberboard (MDF). Our products shape and support homes, workplaces, and industries, while our timberlands protect forest health for future generations and provide high-quality wood fiber for our integrated operations.
At Roseburg, we believe in making lives better from the ground up through the products we create, the relationships we build, and the communities we support. Our team of passionate professionals value safety, integrity, and excellence in all we do. From the mill to the forest to the office, you'll find opportunities to grow and contribute to a company that cares for people, communities, and the environment.
Learn more about who we are and what we do at *****************
Benefits at Roseburg
Roseburg offers a comprehensive and competitive benefits package to support the health, financial security, and well-being of our team members and their families. Key benefits include:
Bonus opportunities based on company and individual performance
401(k) with up to 4% company match and 3% automatic company contribution
Vacation starting at 3 weeks and 11 paid holidays per year
Company-sponsored medical, dental, and vision insurance
Company-paid life, AD&D, and long-term disability insurance options
Mental health benefits for the entire family, including 8 free annual sessions per person
Wellness programs and incentives, including biometric screenings & wellness challenges
Paid time away from work for illness or injury, as well as paid parental bonding time
Health Savings Account (HSA) with company contributions and Flexible Spending Account (FSA) options
Company match for charitable contributions
Education assistance and professional development support
Financial and retirement counseling
Additional voluntary benefits including pet insurance, student loan refinancing, and exclusive scholarships for child dependents, and more!
AN EQUAL OPPORTUNITY EMPLOYER INCLUDING DISABILITY AND VETERANS
$36k-48k yearly est. 1d ago
Produce Specialist
Freshpoint
Loan specialist job in Union City, CA
This position is responsible for building and maintaining relationships with local farmers & suppliers with the goal of purchasing and selling their products to FreshPoint customers. The Specialist helps farmers understand food safety requirements as well as forecasting needs, and how FreshPoint can aid in growing their business. The Specialist is also responsible for building and maintaining a customer base with a focus on local produce.
Responsibilities:
Develop and execute targeted sales strategies to achieve region and individual annual business goals, delivering profitable sales growth and penetration
Identify the needs of customers and prospects to assemble a product mix that delivers solutions and helps achieve business objectives
Communicate with sales and merchandising teams on market conditions, product availability, new items and applications
Coordinate with buyers to determine which products can be grown by and committed to local farmers
Work collaboratively with Food Safety team to ensure vendors adhere to and maintain required food safety standards
Manage new vendor onboarding with insurance, GAP audits, and AS400 farm maintenance
Manage local reporting for both OpCo's, monthly insurance reports, and quarterly Small Supplier reports
Connect with contract customers to ensure chefs receive the local reports, marketing, and product lists to support local purchases
Be informed of market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided
Track activities and results, collaborate on opportunities, and champion the team selling process through use of Salesforce (Sysco's CRM tool)
Leverage sampling in a solutions-oriented manner to close sales
Provide feedback on product quality, product integrity, product mix, customer satisfaction, perceived value and competition
Develop and maintain relationships with customers, chefs and sales team members
Support execution of prioritized sales strategies through direct selling and engagement of customers and prospects at Sysco events (e.g. food shows, industry events)
Utilize data analytics to prioritize produce opportunities
Other duties as assigned by Manager
QUALIFICATIONS
Education/Experience:
Minimum: High School Diploma or GED and 3+ years of sales experience within a retail, broker, wholesale or distribution environment with a deep technical expertise of produce categories
Preferred: Bachelor's degree in a related field or equivalent educational level
Knowledge & Skills:
Proficiency in produce knowledge and trends required
(Internal Certification & External Certification may be required)
Analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data
Ability to express information in terms of profit and loss, food cost and expense ratio
Strong financial acumen and ability to properly plan and execute business plans
Flexible; readily accepts change; open to new ideas
Track record of success in the area of consultative selling, networking and negotiations
Proficient communication and interpersonal skills and ability to work with and influence a variety of key stakeholders
Experience building trust with prospective customers and securing new business
Strong business and restaurant operations acumen to manage sophisticated customers
Ability to learn the use of proprietary CRM tools for planning and forecasting sales growth
Proficient in Microsoft Applications Suite (Word, Excel, PowerPoint, Outlook)
Proactive and self-directed, with the ability to structure a weekly schedule to be successful
Demonstrated ability to deliver against deadlines and produce high-quality results (accuracy, thoroughness in the deliverables they are producing)
Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same time
Travel
Must be able to travel to operating locations and other destinations as needed - equates to 25-50% of the time
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$48k-96k yearly est. 1d ago
CATERING SPECIALIST
Mendocino Farms 4.1
Loan specialist job in San Francisco, CA
Posted Tuesday, January 13, 2026 at 8:00 AM
HIRING IMMEDIATELY at Mendocino Farms!
NOW HIRINGonder CATERING SPECIALIST!
Make up to $20.00 - $25.00 / hr including tips!
We're not just selling sandwiches and salads. We're selling HAPPY!
Catering SpecialistLead the store's Catering Team and work closely with catering clients. Manage the daily execution of all catering orders. Complete daily sales building tasks to promote continuing growth of the catering program. Perks and Benefits
401(K) Match, and other ancillary benefits*
Paid sick leave
Employee assistance program
English at Work classes - Learn English at work!
Parking & Transit Reimbursement*
\Ventor
Discounted tickets through Tickets at Work
Pet Insurance
Free and delicious Mendo Meals on every shift!
Clear path for growth and development Cr
Competitive Pay
Tips - All Mendo Team Members participate in the tip pool!
All M.ms Team Members are paid on a bi‑weekly basis
ылган
Schedule < li>Full‑time hours available from Monday - Friday We're Looking for Team Members that have the following
Great personalities, personality is everything!
An overwhelming desire to help people!
The ability to SELL HAPPY!
You'll spend your day passionately connecting with our guests!
About Mendo
We were founded with the vision to offer so much more than food, and since 2005, we've never let the spark of happiness go out! We Sell HAPPY!
Food is our love language! We connect guests to culinary adventure with our approachably adventurous menu. We use fresh ingredients you can feel good about. We believe that every guest is a friend we haven't made yet or one we're welcoming back!
Does this get you excited?! Then this is the opportunity you have been waiting for!
Apply today to learn more about this exciting opportunity to become part of the Mendo Team!
Note: For Team Members who qualify *
Mendocino Farms is an equal opportunity employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. Mendocino Farms will consider qualified applicants with criminal histories for employment in a manner consistent with the requirements of the Fair Chance Initiative for Hiring. * 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.
San Francisco, 465 California Street, San Francisco, Californiaانا United States of America
#J-18808-Ljbffr
$20-25 hourly 3d ago
Trademark Docket Specialist
Buchanan Legal Professional Services
Loan specialist job in Santa Monica, CA
A leading, nationally recognized law firm with a premier intellectual property practice is seeking an experienced Trademark Docket Specialist to support the accurate and strategic management of sophisticated U.S. and international trademark portfolios. This role is integral to the success of a highly regarded trademark practice that advises innovative, market-leading companies across technology, life sciences, and emerging growth sectors.
This role will be hybrid and can sit in San Francisco, Silicon Valley, Santa Monica, NYC, Boston, or DC.
Key Responsibilities:
Accurately docket U.S. and international trademark prosecution, maintenance, and enforcement deadlines on a daily basis
Review incoming trademark correspondence and documents to identify critical dates, status updates, and required actions
Maintain client-specific docketing requirements using industry-standard docketing systems
Respond to inquiries from attorneys, paralegals, and staff regarding docket entries and deadlines
Conduct online research using USPTO, WIPO, and other trademark databases to confirm status and retrieve relevant information
Generate and distribute customized docketing reports for internal teams and clients
Process and route incoming trademark-related mail and electronic communications
Assist with special projects, data audits, system clean-ups, and data integrity initiatives
Support electronic filing, document management, and uploading to client extranets and internal systems
Collaborate with team members to ensure compliance with firm policies and client guidelines
Desired Skills & Qualifications:
Minimum 2 years of trademark docketing experience in a law firm or corporate IP department preferred
Associate's or Bachelor's degree in a related field preferred
Strong knowledge of U.S. and international trademark procedures; familiarity with the Madrid Protocol preferred
Experience with trademark docketing systems such as WebTMS, Symphony, IPFolio, or similar platforms
Exceptional attention to detail with strong proofreading, organizational, and analytical skills
Ability to review and interpret complex legal documents with accuracy
Excellent written and verbal communication skills
Proven ability to manage multiple priorities and meet strict deadlines in a fast-paced environment
Proficiency in Microsoft Office (Excel, Word, Outlook); experience with document management systems a plus
Commitment to confidentiality and data security standards
Familiarity with USPTO and international trademark databases
Experience with electronic filing systems strongly preferred
$46k-93k yearly est. 2d ago
Stretch Specalist
Life Time Fitness
Loan specialist job in Chula Vista, CA
PT-Stretch Specialists are responsible for supporting all members in championing happier, and healthier lives by building and nurturing relationships. They will provide branded Assisted Stretch and Recovery sessions to help members feel and move better. They provide a positive member experience that is educational, supporting, and upholds the integrity of the Life Time Brand.
Job Duties and Responsibilities
Develops safe, professional, and comprehensive client programs that drive client goal achievement and retention.
Leads clients through assisted stretch sessions using techniques like PNF and contract-relax stretching.
Leads clients through recovery sessions using techniques like assisted stretching, hypervolt percussion, and breathing drills.
Reads, watches, and engages in all required training's associated with the role.
Conducts stretch and recovery demos for new clients including pre-participation screening, Medical History, Lifestyle questionnaire, and goal setting to assess and recommend stretching programs.
Provides fitness floor assistance to all members to ensure safety, provide education, and motivate members.
Promotes and sells stretch session programs and other personal training services.
Completes all administrative requirements associated with each client's fitness plan.
Remains current on certifications and new trends in the industry.
Ensures all members feel competent, confident, and connected by providing superior customer service through complimentary and based services/programming.
Documents all aspects of client programming.
Remains current on credentials and continuing education to advance throughout the levels program.
Position Requirements
High School Diploma or GED
Certified personal Trainer
CPR and AED Certified
Knowledge of assisted stretching and other recovery techniques
Ability to perform an aerobic activity for the duration of a class and be able to bend, stand, reach, climb and lift up to 50 pounds
Preferred Requirements
At least 1 year of personal training experience
Bachelor's degree in Kinesiology, Sports Medicine or other related field
Assisted Stretching Certification (AIS, FST, or similar)
Pay
This position receives a base hourly rate of $16.50. This position is also eligible to receive incentive pay based on personal production.
Benefits
All team members receive the following benefits while working for Life Time:
* A fully subsidized membership
* Discounts on Life Time products and services
* 401(k) retirement savings plan with company discretionary match (21 years of age and older)
* Training and professional development
* Paid sick leave where required by law
Full-time Team Members are eligible for additional benefits, including:
* Medical, dental, vision, and prescription drug coverage
* Short term and long term disability insurance
* Life insurance
* Pre-tax flexible spending and dependent care plans
* Parental leave and adoption assistance
* Paid time off, including 5 to 20 vacation days per calendar year (based on tenure) and paid sick leave
* Deferred compensation plan, if the team member meets the required income threshold
For California residents, please review ****************************************************** for information about our privacy practices, including the information we collect and your rights relating to your information.
Life Time is a place for everyone. As an organization, we are committed to an inclusive, diverse and equitable workplace that respects and celebrates the unique contributions of each individual while ensuring we remain an equal opportunity employer that recruits, hires, trains and promotes based on merit and qualifications.
$16.5 hourly 7d ago
Personal Loan Consultant
Onemain Financial 3.9
Loan specialist job in Glendale, CA
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.
$36k-49k yearly est. Auto-Apply 5d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan specialist job in Sacramento, CA
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 II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Mortgage Loan Funder
Oceanair Federal Credit Union 4.0
Loan specialist job in Oxnard, CA
Join the OceanAir Crew!
Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's ready to bring their A-game to our sunny California shores!
PRIMARY PURPOSE:
You'll be reviewing, preparing, and disbursing funds for refinances, purchases, and lines of credit. You'll also be the friendly face assisting members with questions and keeping our clerical duties smooth sailing. Your goal? Deliver an easy, breezy member experience that builds loyalty and trust.
ESSENTIAL DUTIES:
- Practice OceanAir's core values:
Make It Right
- We pledge to do the right thing for our members and community.
Make It Easy
- We offer simple financial solutions and efficient service.
Make It Personal
- We build deep relationships based on individual needs.
- Work with internal and external teams to clear conditions before funding.
- Review and approve closing statements and CDs.
- Prepare wire instructions and verify loan details.
- Review signed documents for accuracy and compliance.
- Follow up on post-closing issues and resolve discrepancies.
- Stay current on credit union and regulatory updates.
- Input loan info, book loans, and set up servicing files.
- Communicate with processors, loan officers, and escrow agents.
- Serve as backup for Loan Servicing.
- Know your RESPA/TRID stuff.
- And of course, perform other awesome duties as assigned!
REQUIRED SKILLS: - Know (or be excited to learn) OceanAir's products and services. - Understand mortgage loan funding and doc drawing. - Be a member service superstar-friendly, respectful, and responsive. - Be tech-savvy with email, Word, Excel, etc. - Use common sense and clear communication. - Be accurate, thorough, and timely. - Be a team player who welcomes feedback and collaboration. - Show up consistently and ready to shine!
EDUCATION & EXPERIENCE: - High school diploma or GED. - 1-3 years of mortgage lending and/or funding experience.
OTHER REQUIREMENTS: - Must register with NMLS (fingerprints and background check required). - Valid driver's license and current auto insurance.
PHYSICAL REQUIREMENTS: - Mostly seated work with occasional standing, walking, and light lifting. - Frequent use of hands and fingers (for typing and high-fives).
WORK ENVIRONMENT: - Bright, comfy indoor office with moderate noise and great vibes.
WORK SCHEDULE: - 40 hours/week with occasional overtime or meetings. - Flexibility to work at other OceanAir locations if needed.
TRAVEL: - Minimal overnight travel (up to 10%)-land or air.
Ready to make a splash in your career? Apply today and become part of the OceanAir family, where your work matters and your growth is supported!
Salary Description $23 - $34
$40k-61k yearly est. 60d+ ago
Business Account and Loan Servicing Representative
Golden 1 Credit Union 4.3
Loan specialist job in Sacramento, CA
TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members.
TASKS, DUTIES, FUNCTIONS:
Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment.
Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products.
Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures.
Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business.
Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks.
Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards.
Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes.
Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance.
Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values.
Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns.
Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position.
Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency.
Perform multiple internal queues and maintain service levels and regulatory requirements.
Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success.
Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively.
Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty.
Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system.
Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations.
Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business.
Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented.
Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur.
Perform general account maintenance, which may include payment corrections.
Perform post funding services, such as payoff requests and prepayment penalty calculations.
Process loan payoffs, demands, and requests for reconveyance.
Field inbound calls and member inquires.
Must be able to perform amortizations of Commercial Loans.
Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment.
Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies.
Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals.
Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals.
Perform additional duties as assigned.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns.
Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics.
EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone.
QUALIFICATIONS:
EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred.
EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required.
KNOWLEDGE / SKILLS:
Excellent PC skills, with the ability to learn and train in new software.
Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts.
Solid understanding of Commercial Loan Products
Familiarity of business products, services and compliance requirements required.
Excellent organizational, time management and communication (verbal and written) skills.
Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions.
Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving.
Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same.
Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities.
Reliable work attendance
Full-time hours required, with additional hours as necessary including weekends.
Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the workday with occasional mobility required.
Corrected vision within normal range.
LICENSES / CERTIFICATIONS:
None
THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 3/20/2025
$25-26.5 hourly 15d ago
Mortgage Loan Officer (43271)
Willamette Valley Bank 4.3
Loan specialist job in Medford, OR
Mortgage Loan Officer
Willamette Valley Bank is seeking a results-driven
Mortgage Loan Officer (MLO)
to originate quality residential mortgage loans while delivering best-in-class borrower experience. This client-facing role is responsible for identifying loan solutions, crafting appropriate financing strategies, and guiding clients from application through closing.
The ideal candidate thrives on relationship building, is skilled in sales and loan design, and is committed to regulatory compliance and operational excellence.
Some of the Key Responsibilities Include
Advise clients on mortgage loan options, recommend suitable products, and develop tailored loan arrangements to meet their financial needs
Collect, analyze, and evaluate financial and credit information - including tax returns - to determine loan eligibility and configure optimal terms
Manage the loan process from application to closing in partnership with operations, ensuing compliance, quality, and timely resolution of any issues
Build and maintain a robust network of partners, including realtors, builders, and other community contacts, to generate new business opportunities
Maintain proactive, transparent communication with clients and stakeholders throughout the loan process
Monitor loan pipelines daily, anticipate needs, and follow up on outstanding items to ensure seamless and timely closings
Maintain accurate, complete files in Encompass, including proper documentation and interest rate locking
Represent the bank at community and networking events, and actively contribute to team sales meetings and compliance trainings
Stay informed on market trends, regulatory changes, and industry best practices
Maintain current NMLS registration and adhere to all regulatory, investor, and bank-specific compliance requirements
Meet or exceed minimum production standards as established by mortgage management
Uphold confidentiality, ethical conduct, and professionalism in all interactions
What We Offer
Competitive compensation structure with incentive opportunities
Comprehensive benefits package
A stable, collaborative work environment
Supportive and knowledgeable leadership team
Qualifications
Qualifications
Minimum of 2 years recent experience as self-generating mortgage loan originator, primarily in first lien originations
Associate degree in business or related field, or equivalent experience
Active NMLS registration (or ability to obtain and maintain eligibility)
Advanced knowledge of mortgage products, underwriting standards, and regulatory requirements
Strong relationship management, sales, and client service skills
Ability to analyze and interpret data and calculate figures such as income, basis points, and commissions
Proficient with Encompass and Microsoft Office, comfort with other mortgage and CRM platforms preferred
Exceptional time management, attention to detail, and organizational skills
Effective verbal and written communication skills
Flexible and adaptable to changing priorities with a team-first mind set
About Us
Where Local Means Everything…
If you ask us, local means that our connection to the places in which we work goes beyond geography, it means we are ingrained in the local economy, we are part of the culture, and we help support our neighbors through volunteering, community outreach, and charitable donations.
Banking Local means your money gets reinvested into your local communities and keeps your small towns thriving. When you put your money in a local bank, you are helping to provide a tractor to local farmers, an oven for the neighborhood bakery, and a home for the family next door.
ADA Statement: The responsibilities listed are representative of the essential functions of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Willamette Valley Bank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected characteristics. If you require an accommodation during the application or interview process, please contact us at: ****************
How much does a loan specialist earn in Medford, OR?
The average loan specialist in Medford, OR earns between $22,000 and $63,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.