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Loan specialist jobs in Missoula, MT - 62 jobs

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  • Carside / Take Out Specialist

    Applebee's-Ryan Restaurant Corporation 4.2company rating

    Loan specialist job in Helena, MT

    Full Time & Part Time: Carside / Take Out / To Go Specialists In this role you will be responsible for serving each to-go guest courteously, quickly and efficiently with a sincere, positive, pleasant and enthusiastic attitude. You will take orders vi Specialist, Carside, Restaurant
    $34k-44k yearly est. 3d ago
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  • Home Loan Specialist II

    Solomonedwards 4.5company rating

    Loan specialist job in Helena, MT

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Mortgage Loan Officer

    Black Hills Federal Credit Union 4.8company rating

    Loan specialist job in Billings, MT

    Who We Are We have the fundamental belief that we, as an organization, can and will improve lives. Rooted in the centuries-old credit union philosophy of people helping people, we maintain a simple premise. Those we interact with will receive equal and just treatment, devoid of intolerance, false judgment, racism, or discrimination of any kind. We must not accept less if we are to fulfill our mission, "We Improve Lives." This mission empowers us to serve the greater good and to make a difference in our world. Our cooperative structure creates a cycle of mutual assistance towards the common goal of the financial well-being of members. At Black Hills Federal Credit Union (BHFCU), we're committed to improving the lives of our members every day, and we look for people who share that passion. Don't have a ton of financial industry experience? No problem. Our onboarding includes an orientation program with ongoing training to help staff further their career at BHFCU by building on their existing strengths. General Purpose: Responsible for originating both internal and external mortgage loans by supporting local branches, working leads from various internal sources, developing outside referral relationships, and driving external production. Essential Duties/Responsibilities: Work leads from multiple sources, including referrals, online inquiries, and branch-generated leads. Proactively source and develop new business opportunities through networking, referrals, and marketing strategies. Meet with clients to understand their financial needs and goals and provide expert advice on mortgage products and services. Prepare and submit loan applications, ensuring all documentation is accurate and complete. Maintain a strong understanding of local real estate market trends and industry regulations. Relationship Management: Build and maintain strong relationships with clients, real estate agents, and other industry professionals. Ensure all loan files comply with regulatory requirements and company policies. Achieve and exceed sales targets and performance metrics. Other Duties/Responsibilities: Responsible for perfecting the mortgage and securing all insurance coverage required on any real estate taken as security. Perform notary public duties as required. Reject loan applications not in conformance with Black Hills FCU policies. Prepare necessary notification and forms. Refer rejected loans to Mortgage Department Manager as needed. Identify, analyze, and recommend solutions to problems and opportunities within existing products and services. Perform other duties as assigned by the manager or Mortgage VP. Job Knowledge: Strong knowledge of mortgage products, services, and industry regulations. Knowledge of laws and regulations affecting Credit Union operations. Knowledge of organization's policies/procedures and Credit Union's service philosophy. Knowledge and delivery of the ENGAGE model. The ability to execute time management and self-discipline skills. Must be able to manage time effectively, regardless of work location (branch office, home office or traveling). Advanced ability to present and write; ability to communicate with all facets of the Credit Union's constituency, from entry level employees to skilled professionals and managers/owners; ability to meet deadlines and work under pressure. Advanced knowledge of business English and spelling/grammar. Advanced knowledge of PC software, including but not limited to, word processing, spreadsheets, databases. Ability to maintain member relationship information in a meaningful way that can be shared. Job Qualifications (Skills): BHFCU is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following list outlines the physical considerations that are normally encountered in this job. Vision: A sighted person to effectively review documents. Speech/Hearing: Ability to communicate verbally and in writing with staff, members and vendors. Manual Dexterity: Ability to perform necessary computer-related input. Physical Mobility: Ability to travel to make presentations on the Credit Union's behalf, travel to other offices, and the ability to work flexible hours. Must be able to lift and carry twenty (20) pounds. Must possess a valid driver's license and be able to drive a company vehicle to events. Job Qualifications (Ability): Ability to understand and follow complex written and oral instructions. Ability to comprehend complex functions and procedures and to be able to disseminate that knowledge in a clear and understandable format to others. Ability to express oneself, clearly and concisely, both orally and in writing. Ability to prepare and maintain confidential records and reports. Ability to gather, assemble, correlate, and analyze facts and develop solutions. Ability to analyze statistics and financial data. Ability to assess the needs of multiple members and prioritize requests to ensure that all members receive the highest quality service possible. Ability to handle daily routine with moderate freedom to interpret and act upon various situations. Ability to present a professional and personable personality that communicates to members and visitors that the credit union is a professional financial institution. Job Qualifications (Education/Experience): Job requires a four-year college level of language, math and reasoning skills. Three years' consecutive experience as Personal Mortgage Associate or minimum of five years' direct experience and skill in the areas of real estate lending or a related field. Formal training should be supplemented with continuing education. This role requires building and maintaining strong relationships with all departments within the credit union to foster mutually beneficial partnerships. The ideal candidate will possess extensive knowledge of local market trends and industry standards. This position requires flexibility and high professional standards of personal appearance, conduct, judgment, and the highest level of confidentiality. Working Conditions: Material and Equipment Involved In-House Computer Systems / Internet Multi-Functional Device Presentation Aids Personal Computer Various Software Applications Projector Trade Show displays Work Environment/Physical Activities Frequent travel to one of BHFCU's branch locations or attendance at community events will be required. Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise. Mental and/or Emotional Requirements Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on confidential matters. Notice: This is not intended to be, nor should it be construed as, a contract or guarantee of employment. Black Hills Federal Credit Union adheres to all federal and state labor laws regarding termination and probationary periods. This position is also subject to all the personnel policies of Black Hills Federal Credit Union. Changes may be made to this job description at any time by the President. Black Hills Federal Credit Union is an equal opportunity employer. Black Hills Federal Credit Union is an equal opportunity employer. All applicants will receive consideration without regard to age, race, color, sex, sexual orientation, genetic information, religion, national origin, disability, veteran status, or any other status or condition protected by state or federal law. BHFCU will provide reasonable accommodation to qualified persons with a disability but who are otherwise able to perform the essential functions of the job.
    $42k-48k yearly est. 19d ago
  • Business Loan Officer

    Clearwatercreditunion

    Loan specialist job in Butte-Silver Bow, MT

    If you're passionate about helping local businesses buy, build, or expand their operations and enjoy the impact of local underwriting and decision making, then Clearwater Credit Union has an exciting opportunity for you as a full-time Business Loan Officer in Butte, Montana. You'll enjoy excellent benefits and a fantastic work environment, with locations across picturesque Rocky Mountain communities. The Business Loan Officer position is responsible for assisting business members with their commercial lending needs, being a resource of information for business members, and building stronger relationships in the business community. Responsibilities/Skills: Helps drive a business development effort focused on portfolio growth Interview business members, determining what their needs are, and obtaining all applicable financial and other relevant documentation to make an informed credit decision Provide excellent service by managing expectations through good communication and timely loan closings Possess a strong understanding of financial analysis, cash flow analysis, and collateral evaluation Structure and negotiate terms, analyze, and close loans Manages a loan portfolio of business members that includes monitoring credit quality by analyzing updated financial information and ensuring that loan files are updated with all necessary documentation Perform collections and workouts of troubled loans, as necessary Stay informed of regulatory requirements and changes and other internal policies Participate with local boards and volunteer for various community events Qualifications: 1-3 years of business lending experience, including time spent as a credit analyst Bachelor's degree in finance, accounting, business administration is preferred, or equivalent work experience Self-motivated with strong sales abilities Strong written and verbal communication skills required Strong organizational time management skills and problem-solving skills Excellent computer skills, including Microsoft Office Suite Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more! Position open until filled.
    $41k-56k yearly est. Auto-Apply 60d+ ago
  • Business Loan Officer

    Clearwater Federal Credit Union

    Loan specialist job in Butte-Silver Bow, MT

    If you're passionate about helping local businesses buy, build, or expand their operations and enjoy the impact of local underwriting and decision making, then Clearwater Credit Union has an exciting opportunity for you as a full-time Business Loan Officer in Butte, Montana. You'll enjoy excellent benefits and a fantastic work environment, with locations across picturesque Rocky Mountain communities. The Business Loan Officer position is responsible for assisting business members with their commercial lending needs, being a resource of information for business members, and building stronger relationships in the business community. Responsibilities/Skills: Helps drive a business development effort focused on portfolio growth Interview business members, determining what their needs are, and obtaining all applicable financial and other relevant documentation to make an informed credit decision Provide excellent service by managing expectations through good communication and timely loan closings Possess a strong understanding of financial analysis, cash flow analysis, and collateral evaluation Structure and negotiate terms, analyze, and close loans Manages a loan portfolio of business members that includes monitoring credit quality by analyzing updated financial information and ensuring that loan files are updated with all necessary documentation Perform collections and workouts of troubled loans, as necessary Stay informed of regulatory requirements and changes and other internal policies Participate with local boards and volunteer for various community events Qualifications: 1-3 years of business lending experience, including time spent as a credit analyst Bachelor's degree in finance, accounting, business administration is preferred, or equivalent work experience Self-motivated with strong sales abilities Strong written and verbal communication skills required Strong organizational time management skills and problem-solving skills Excellent computer skills, including Microsoft Office Suite Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more! Position open until filled.
    $41k-56k yearly est. Auto-Apply 60d+ ago
  • Outside Loan Originator

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in Billings, MT

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines. Job Responsibilities: Source mortgage leads. Build relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities. Mortgage coaching available. Qualifications and Skills: NMLS License Required under the S.A.F.E. Act of 2008. Experience with retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience proactively soliciting new business. Encompass experience, preferred. Kowledge of all mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Advanced communication and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $42k-58k yearly est. Auto-Apply 60d+ ago
  • CENTRAL LOAN PROCESSOR

    Stockman Bank of Montana 4.2company rating

    Loan specialist job in Miles City, MT

    Join our team as Central Loan Processor. What is a Central Loan Processor? Here is a quick rundown. Our team of Central Loan Processors prepares the loan documents for all Stockman branches across the state. Our customers come into a local Stockman Bank for a loan, then a Central Loan Processor prepares the loan documents the customer signs. Why You'll Love Working with Us: We train you right - No experience with loan docs? No problem. We'll teach you everything you need to know. Small team, big support - You won't be just a number. We're a tight-knit group that helps each other out. Details matter here - If you love being accurate and organized, you'll fit right in. We like questions! When you succeed, the whole team succeeds. We actually take time off - Paid Time Off (PTO) is available (and encouraged). We have great benefits - 401K, Medical/Dental/Eye Ins, bonuses and more! What we look for: Dependable team player Effective communicator Detail Oriented Ability to multitask Strong organizational and time management skills Adaptable to change Essential Functions and Expectations: Basic Computer Knowledge Ability to meet deadlines Efficiently maintain confidential information Preferred - Working knowledge of Microsoft 365 Preferred - Previous banking experience Help us keep the details sharp and the loans moving. Apply today! For full description, which includes physical mental demands please see attachment.
    $28k-35k yearly est. Auto-Apply 46d ago
  • Loan Underwriter I

    Altana Federal Credit Union

    Loan specialist job in Billings, MT

    The Loan Underwriter reviews and makes decisions on consumer and indirect loan applications to ensure accuracy and compliance with credit union policies. This role also includes reviewing appraisals, completing reports, and coaching loan officers on sound lending practices. Primary Responsibilities: Approve or deny consumer loan applications from loan officers - 40% Approve or deny indirect loan applications from dealer partners - 35% Review real estate appraisals and market analyses - 15% Prepare monthly and annual reports - 10% Expectations: Maintain current knowledge of credit union products, services, and regulations. Ensure compliance with policies, including BSA, Fair Lending, and security protocols. Represent the credit union professionally to members, staff, and external partners. Attend required meetings and complete ongoing compliance training. Follow all policies and procedures. Perform other duties as assigned. Be punctual and reliable in attendance Qualifications Qualifications: Education: High School Diploma or GED required; Associate's or Bachelor's degree preferred. Experience: 1-3 years of banking, credit union, or finance experience, with loan underwriting preferred. Skills & Competencies: Basic understanding of underwriting principles and credit union guidelines. Analytical skills to evaluate loan applications. Proficiency with standard office software and equipment. Strong communication skills (written and verbal). Ability to handle sensitive information and maintain professionalism. Able to prioritize tasks within established procedures and deadlines.
    $45k-63k yearly est. 6d ago
  • Patient Resolution Specialist

    Intermountain Health 3.9company rating

    Loan specialist job in Miles City, MT

    The Patient Resolution Specialist (PRS) is responsible for handling inquiries from patients, assisting with billing questions and complaints, cashier functions, payments and payment plan. Serves as a patient facing liaison between the Revenue Service Center and patient(s). The role involves utilizing the overall knowledge of the Revenue Service Center to provide accurate information and resolution. Has the ability to stay calm under pressure, resolve complex issues and ensure patient satisfaction. **Essential Functions** + Answer incoming calls and respond to patient inquires in person, on the phone, or via email + Provide insurance education to patients on out-of-pocket expenses and education on the billing process. + Investigates and resolves patient billing issues through research, escalating to the appropriate department when necessary. + Submit, track and manage Customer Resolution Management (CRMs) via Epic for care site specific inquiries. + Collects payments and establishes payment plans + Provide estimates for future services + Completes cashier duties for the care site; collections, reconciling and deposits. **Skills** + Regular attendance + Advanced interpersonal and communication skills + Ability to stay calm under pressure + Computer literacy + Adaptability + Insurance + Billing/Authorization/Estimates + Problem Solving **Required Qualifications** + High School Diploma or GED + Two (2) years' experience in customer service, collections or billing + Working knowledge of Epic + Basic knowledge of estimates, general medical billing process and insurance **Preferred Qualifications** + Three (3) years' experience in customer service, collection or billing + Financial Counseling experience **Physical Requirements** + Ongoing need for employee to see and read information, labels, monitors, identify equipment and supplies and able to assess customer needs. · + Ongoing interactions with customers that require employee to communicate as well as understand spoken information and address issues quickly and accurately. · + Manual dexterity of hands and fingers to manipulate equipment with precision and accuracy. This includes computer, phone and internet set up and use. **Location:** Holy Rosary Hospital **Work City:** Miles City **Work State:** Montana **Scheduled Weekly Hours:** 25 The hourly range for this position is listed below. Actual hourly rate dependent upon experience. $19.85 - $30.21 We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged. Learn more about our comprehensive benefits package here (***************************************************** . Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process. All positions subject to close without notice.
    $35k-40k yearly est. 16d ago
  • Co-Occurring Specialist - PACT (Butte, MT)

    Aware 4.3company rating

    Loan specialist job in Butte-Silver Bow, MT

    If you are passionate about providing high-quality care to individuals in your community, we invite you to join our team at AWARE. AWARE is looking for the right person to join the team as a PACT co-occurring specialist. The support we provide helps the adults, children, and families we serve become active and vital members of their community while focusing on personal growth. We are a compassionate and fully engaged team that is dedicated to providing the best possible care to our clients. Our strength lies in our culture of care, and we are looking for individuals who share our commitment to providing unconditional care to those in need. We are committed to providing a supportive and inclusive work environment where all team members feel valued and respected. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development. If you are looking for a rewarding career, we encourage you to apply to join our team at AWARE. Responsibilities: Counsel clients on a one-to-one session to assist in dealing with mental health and addiction issues. Interviews clients, reviews applicable records, and confers with other professionals to evaluate mental conditions. Collaborate with supervisors, directors, staff physicians, and other pertinent professionals to plan and coordinate treatment, drawing on experience and the needs and strengths of individual youths. Monitor, evaluate, and record client progress with respect to treatment goals. Refer clients - and if applicable - family members to community resources for services to assist in meeting treatment goals and recovery, following through to ensure service efficacy. Provide any needed clinical assistance to other staff that may provide services to clients. May provide consultation, evaluation, and treatment services. Spend time with clients and family as assigned and/or as identified on the treatment plan while assisting the client to solve problems when issues arise. Participate in treatment team meetings of clients. Reports behavioral and emotional observations of client and/or family members to the Team and modify treatment plans according to changes in client status. Utilizes H.E.L.P. (including therapeutic holds) when it is determined that a resident is a danger to self or others; also performs basic First Aid and/or CPR when needed. Attends and participates in mandatory training, in-services, staff meetings, and Corporate Committees as assigned. Conducts a treatment team meeting with the client and caregiver to develop an individualized treatment plan. Must demonstrate - on a consistent basis - the willingness and ability to productively utilize work time to meet the needs of the individuals being served as directed, with the understanding that specific program outcomes and fiscal goals (billing, case load number maintenance, weekly) must be met monthly. Develop a crisis plan with the client and caregiver that identifies a range of potential crisis situations with a range of corresponding responses including direct and telephonic response 24/7. Utilizes and accurately records client data using AWARE's Electronic Medical Records System as assigned, outlined, and trained. Perform other duties as assigned. Excited to join our organization? AWARE co-occurring specialists earn $60,000.00 to $70,000.00 per year. Requirements Knowledge/Skills/Abilities: Psychology - Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders. Therapy and Counseling - Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance. Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Education/Experience: An advanced degree (MS, MA, PhD) in Psychology, Social Work, or related field. Requires one (1) year direct work experience and a current LCPC or LCSW License. As a condition of continued employment, AWARE's Co-Occurring Specialist must maintain the specific professional license and/or professional certification as required by state, federal governing boards, and other such certification boards. Co-Occurring Staff will be required to demonstrate or earn 4 Continuing Education Units in co-occurring therapy. LICENSING/CERTIFICATION REQUIREMENTS: Must have, or be willing to obtain, a valid Montana Driver's License. Must have an acceptable driving record, as well as an acceptable criminal and protective services background check. Benefits: AWARE proudly offers an excellent benefits package, uniquely designed to support you and your family in staying well, professional growth, and achieving financial security. AWARE's benefits include: Quarterly Financial Bonus Program Tuition Advancement Health Insurance Dental/Vision Insurance 401(k) with company match Life Insurance Wellness programs Generous paid time off We are proud to be an equal opportunity employer.
    $60k-70k yearly 23d ago
  • Loan Officer

    Montana Credit Union

    Loan specialist job in Great Falls, MT

    Job Description About Us At Montana Credit Union, we believe in empowering people who are dedicated to serving others and strengthening our communities. We foster a culture that values innovation, dedication, and authenticity, while supporting professional growth and encouraging new ideas. More than a place to work, Montana Credit Union is a team where your contributions are valued, your voice is heard, and your career is supported. Position Summary The Loan Officer is a trusted financial advocate at Montana Credit Union, responsible for guiding members through lending solutions that empower their financial futures. This role involves interviewing applicants, analyzing credit worthiness, approving or denying loans within authority, and ensuring members fully understand their financial options. The Loan Officer also assists with accounting services and supports other transactional needs to deliver seamless and personalized member experience. Key Responsibilities Conduct loan interviews, analyze credit worthiness using the 5 C's, and recommend appropriate lending solutions. Underwrite and decision consumer loans, including calculating DTI/GMDI and preparing clear well documented credit write ups. Close and disburse loans accurately while ensuring members understand terms and optional protection products. Open and service member accounts, cards, and related products with accuracy and professionalism. Maintain complete, compliant loan files and documentation in alignment with credit union policies and regulations. Identify and escalate potential fraud or risk concerns while adhering to regulatory and internal standards. Deliver exceptional member service by educating members, building relationships, and matching products to individual needs. Support branch operations by resolving account issues, assisting teammates, and contributing to continuous process improvements. Qualifications High school diploma or equivalent required. 1-2 years of experience as a loan officer or in a financial services/lending role preferred. Salary & Benefits Pay Range: $20.50 - $22.00 hourly DOE Comprehensive benefits package including medical, dental, and vision insurance, retirement plan, and paid time off.
    $20.5-22 hourly 15d ago
  • Senior Grain Originator

    CHS Inc. 3.7company rating

    Loan specialist job in Helena, MT

    CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture. **Summary** **CHS** has an exciting opportunity on our go-to-market team. We are looking for a **Senior Grain Originator** to work with producers in the **greater St. Louis, MO** area. You will work extensively with producers in procuring grain and setting up marketing programs. You must be able to make decisions and work independently, be detail oriented with excellent communication skills, both verbal and written. This opportunity has growth potential and offers mobility within CHS. This role will involve a mixture of on-farm visits and remote office work. The successful candidate must be located in **Southeast Missouri** or **Southern Illinois** to effectively serve the region. **Responsibilities** + Working independently, make professional contact with country elevators and farmer producers, and serve as the face of CHS to customers. Update them on market trends, current quotes, and agriculture business overall. + Work to grow CHS business with new customers and in new regions. + Build and maintain long-term relationships with key accounts. Apply in-depth knowledge and insights into customer's goals, in order to target complex procurement tactics. + Procure CHS products from producers and elevators based on overall strategy. Make timing and quantity buying decisions. Report hedges, purchasing/sale of contracts quickly and accurately. Communicate bid changes and closing bids to customers. + Respond to customer complaints, questions and requests in a timely manner. + Interpret industry reports and understand changes and trends. + Plan, develop, and implement complex purchasing strategies and tactics, in accordance with CHS policies and guidelines. + Gather information regarding market players and communicate to appropriate stakeholders. + Collaborate internally (i.e. merchandisers, hedge desk and accountants) to exchange information as needed. + Manage customer shipments in conjunction with CHS capacity. + Execute CHS logistics strategy around the physical movement of goods. Book truck rates on FOB purchases. + Demonstrate effective cross-selling success achieving progressive customer share of wallet for multiple product lines. + Apply CHS sales cycle leading to specific targeted results; provide consulting services to build on core selling skills. + Perform other responsibilities as needed or assigned. **Minimum Qualifications (required)** + High School diploma or GED + 4+ years of experience in Supply Chain and Procurement and/or Commodities **Additional Qualifications** + Ability to build and maintain strong business relationships + Excellent customer service skills including negotiation and conflict management + Excellent communication skills, both verbal and written; comfortable asking questions and sharing information + Strong critical thinking and decision making skills + Ability to work with a high level of accuracy and attention to detail + In-depth knowledge of available trucking and rail operations, including their rates and limits, cash and futures markets and hedging strategy + In-depth knowledge of importance and impact of logistics impact on customer business + Bachelor's degree preferred in Business, Economics, Manufacturing, Logistics, Operations Management, Supply Chain Management, Statistics or related field + Pre-employment screening is based on the job requirements and industry guidelines and may or may not be required for the position. If required, selected candidates must pass pre-employment screenings to include all or a combination of drug, criminal, motor vehicle check, physical requirements and FMSCA Clearinghouse. CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications, minimum wage/salary requirements under local law. Benefits include medical, dental, vision, wellness programs, life insurance, health and dependent care spending accounts, paid time off, 401(k), pension, profit sharing, short- and long-term disability, tuition reimbursement and adoption assistance, subject to the eligibility requirements for each benefit plan. CHS is an Equal Opportunity Employer/Veterans/Disability. _Please note that any communication from a CHS recruiter would be sent using a chsinc.com email address. In addition, a CHS recruiter will not ask for confidential information over the phone or in an email, or request money from a candidate involved in an offer process. If you have questions regarding an employment opportunity, please reach out to_ _*********************_ _; to verify that the communication is from CHS._
    $44k-70k yearly est. Easy Apply 20d ago
  • Mortgage Loan Processor I

    Whitefish Credit Union Association 2.7company rating

    Loan specialist job in Kalispell, MT

    Mortgage Loan Processor I Organizational Relationships : Reports to Mortgage Loan Servicing Supervisor Supervisory Responsibilities: N/A General Function: Process early disclosures, re-disclosures, and closing disclosures for consumer real estate loans according to regulation and WCU policy. Assist Originators with member contact regarding their real estate application and any additional information needed to process the application. Scrub application & information in Mortgage Bot for accuracy and completeness. Offer clerical and customer service support to all members of mortgage lending departments. Position Functions: Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed. Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents. Scrub real estate applications in mortgage lending software system to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.) Serve as liaison between Member and Originator for missing or incomplete information needed to process the real estate application. Assist with processing of real estate restructures, including but not limited to document processing, obtaining and adding restructure information to member accounts as needed. Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday. Work closely with Title Specialists to prepare closing disclosure and closing documents for review in order to ensure accuracy. Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction. Report to work on time and as scheduled. Perform other duties as assigned. Position Requirements: Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles. Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems. Ability to lift up to 15 lbs., with or without accommodation. Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests. Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines. Adhere to all Whitefish Credit Union policies and procedures. Protect Member and Whitefish Credit Union confidential information. Required Education and Experience: High school diploma or equivalent. 1-2 years' professional experience with accounting or lending procedures preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
    $32k-39k yearly est. Auto-Apply 32d ago
  • Carside / Take Out Specialist

    Applebee's-Ryan Restaurant Corporation 4.2company rating

    Loan specialist job in Great Falls, MT

    Full Time & Part Time: Carside / Take Out / To Go Specialists In this role you will be responsible for serving each to-go guest courteously, quickly and efficiently with a sincere, positive, pleasant and enthusiastic attitude. You will take orders vi Specialist, Carside, Restaurant
    $34k-43k yearly est. 4d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Helena, MT

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Outside Loan Originator

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in Kalispell, MT

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines. Job Responsibilities: Source mortgage leads. Build relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities. Mortgage coaching available. Qualifications and Skills: NMLS License Required under the S.A.F.E. Act of 2008. Experience with retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience proactively soliciting new business. Encompass experience, preferred. Kowledge of all mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Advanced communication and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $43k-57k yearly est. Auto-Apply 60d+ ago
  • Co-Occurring Specialist - MACT (Libby, MT)

    Aware 4.3company rating

    Loan specialist job in Libby, MT

    If you are passionate about providing high-quality care to individuals in your community, we invite you to join our team at AWARE. AWARE is looking for the right person to join the team as a MACT Co-occurring Specialist. The support we provide helps the adults, children, and families we serve become active and vital members of their community while focusing on personal growth. We are a compassionate and fully engaged team that is dedicated to providing the best possible care to our clients. Our strength lies in our culture of care, and we are looking for individuals who share our commitment to providing unconditional care to those in need. We are committed to providing a supportive and inclusive work environment where all team members feel valued and respected. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development. If you are looking for a rewarding career, we encourage you to apply to join our team at AWARE. Responsibilities: Counsel clients on a one-to-one session to assist in dealing with mental health and addiction issues. Interviews clients, reviews applicable records, and confers with other professionals to evaluate mental conditions. Collaborate with supervisors, directors, staff physicians, and other pertinent professionals to plan and coordinate treatment, drawing on experience and the needs and strengths of individual youths. Monitor, evaluate, and record client progress with respect to treatment goals. Refer clients - and if applicable - family members to community resources for services to assist in meeting treatment goals and recovery, following through to ensure service efficacy. Provide any needed clinical assistance to other staff that may provide services to clients. May provide consultation, evaluation, and treatment services. Spend time with clients and family as assigned and/or as identified on the treatment plan while assisting the client to solve problems when issues arise. Participate in treatment team meetings of clients. Reports behavioral and emotional observations of client and/or family members to the Team and modify treatment plans according to changes in client status. Utilizes H.E.L.P. (including therapeutic holds) when it is determined that a resident is a danger to self or others; also performs basic First Aid and/or CPR when needed. Attends and participates in mandatory training, in-services, staff meetings, and Corporate Committees as assigned. Conducts a treatment team meeting with the client and caregiver to develop an individualized treatment plan. Must demonstrate - on a consistent basis - the willingness and ability to productively utilize work time to meet the needs of the individuals being served as directed, with the understanding that specific program outcomes and fiscal goals (billing, case load number maintenance, weekly) must be met monthly. Develop a crisis plan with the client and caregiver that identifies a range of potential crisis situations with a range of corresponding responses including direct and telephonic response 24/7. Utilizes and accurately records client data using AWARE's Electronic Medical Records System as assigned, outlined, and trained. Perform other duties as assigned. Excited to join our organization?AWARE co-occurring specialists earn $60,000.00 to $70,000.00 per year. Requirements Knowledge/Skills/Abilities: Psychology - Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders. Therapy and Counseling - Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance. Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Education/Experience: An advanced degree (MS, MA, PhD) in Psychology, Social Work, or related field. Requires one (1) year direct work experience and a current LCPC or LCSW License. As a condition of continued employment, AWARE's Co-Occurring Specialist must maintain the specific professional license and/or professional certification as required by state, federal governing boards, and other such certification boards. Co-Occurring Staff will be required to demonstrate or earn 4 Continuing Education Units in co-occurring therapy. LICENSING/CERTIFICATION REQUIREMENTS: Must have, or be willing to obtain, a valid Montana Driver's License. Must have an acceptable driving record, as well as an acceptable criminal and protective services background check. Benefits: AWARE proudly offers an excellent benefits package, uniquely designed to support you and your family in staying well, professional growth, and achieving financial security. AWARE's benefits include: Quarterly Financial Bonus Program Tuition Advancement Health Insurance Dental/Vision Insurance 401(k) with company match Life Insurance Wellness programs Generous paid time off We are proud to be an equal opportunity employer.
    $60k-70k yearly 21d ago
  • Commercial Loan Processor

    Whitefish Credit Union Association 2.7company rating

    Loan specialist job in Kalispell, MT

    Commercial Loan Processor Organizational Relationships : Reports to Commercial Loan Servicing Manager Supervisory Responsibilities: N/A General Function: Process disclosures and closing disclosures for commercial loans according to regulation and WCU policy. Assist Originators with member contact regarding their loan application and any additional information needed to process the application. Offer clerical and customer service support to commercial lending department in general. Position Functions: Follow all established Commercial Lending procedures as explained and trained by appropriate Member Business Lending personnel. Maintain ongoing communication with supervisor, informing them of all pertinent problems, new developments, and other important information. Perform all relevant tasks and projects as requested and required by supervisor and department need. Answer all incoming telephone calls to Commercial Lending Department, and direct incoming telephone calls to appropriate personnel. Set up new Commercial Loan files and print loan documents for signature. Input new loan data to document preparation system from loan set-up sheets. Book loans and have loan disbursement checks prepared. Complete credit reports, flood certifications, and ordering of title insurance, appraisals and CMA for Commercial Loan Officers as needed. Perform account maintenance on loan system. Prepare extensions and modifications. Notarize documents for Members and Commercial Loan Officers as needed. Assist Loan Officers with all Commercial Loan-related issues. Oversee and follow through on all required correspondence. Maintain tracking of all financial files. Assist in maintaining supplies inventory. Maintain knowledge of all loan types, regulatory requirements, internal policies and procedures, and all Whitefish Credit Union products and services. Report to work on time and as scheduled. Perform other duties as assigned. Position Requirements: Possession of general math skills. Proficiency in Microsoft Excel. Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles. Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems. Ability to lift up to 15 lbs., with or without accommodation. Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests. Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines. Adhere to all Whitefish Credit Union policies and procedures. Protect Member and Whitefish Credit Union confidential information. Required Education and Experience: High school diploma or equivalent. 1-2 years of professional banking or credit union experience required. 1-2 years of professional experience within a lending environment preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
    $30k-36k yearly est. Auto-Apply 28d ago
  • Senior Grain Originator

    CHS Inc. 3.7company rating

    Loan specialist job in Wolf Point, MT

    CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture. **Summary** **CHS** has an exciting opportunity on our go-to-market team. We are looking for a **Senior Grain Originator** to work with producers in the **Wolf Point, MT** area. You will work extensively with producers in procuring grain and setting up marketing programs. You must be able to make decisions and work independently, be detail oriented with excellent communication skills, both verbal and written. This opportunity has growth potential and offers mobility within CHS. **Responsibilities** + Working independently, make professional contact with country elevators and farmer producers, and serve as the face of CHS to customers. Update them on market trends, current quotes, and agriculture business overall. + Work to grow CHS business with new customers and in new regions. + Build and maintain long-term relationships with key accounts. Apply in-depth knowledge and insights into customer's goals, in order to target complex procurement tactics. + Procure CHS products from producers and elevators based on overall strategy. Make timing and quantity buying decisions. Report hedges, purchasing/sale of contracts quickly and accurately. Communicate bid changes and closing bids to customers. + Respond to customer complaints, questions and requests in a timely manner. + Interpret industry reports and understand changes and trends. + Plan, develop, and implement complex purchasing strategies and tactics, in accordance with CHS policies and guidelines. + Gather information regarding market players and communicate to appropriate stakeholders. + Collaborate internally (i.e. merchandisers, hedge desk and accountants) to exchange information as needed. + Manage customer shipments in conjunction with CHS capacity. + Execute CHS logistics strategy around the physical movement of goods. Book truck rates on FOB purchases. + Demonstrate effective cross-selling success achieving progressive customer share of wallet for multiple product lines. + Apply CHS sales cycle leading to specific targeted results; provide consulting services to build on core selling skills. + Perform other responsibilities as needed or assigned. **Minimum Qualifications (required)** + High School diploma or GED + 4+ years of experience in Supply Chain and Procurement and/or Commodities **Additional Qualifications** + Ability to build and maintain strong business relationships + Excellent customer service skills including negotiation and conflict management + Excellent communication skills, both verbal and written; comfortable asking questions and sharing information + Strong critical thinking and decision making skills + Ability to work with a high level of accuracy and attention to detail + In-depth knowledge of available trucking and rail operations, including their rates and limits, cash and futures markets and hedging strategy + In-depth knowledge of importance and impact of logistics impact on customer business + Bachelor's degree preferred in Business, Economics, Manufacturing, Logistics, Operations Management, Supply Chain Management, Statistics or related field + Pre-employment screening is based on the job requirements and industry guidelines and may or may not be required for the position. If required, selected candidates must pass pre-employment screenings to include all or a combination of drug, criminal, motor vehicle check, physical requirements and FMSCA Clearinghouse. CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications, minimum wage/salary requirements under local law. Benefits include medical, dental, vision, wellness programs, life insurance, health and dependent care spending accounts, paid time off, 401(k), pension, profit sharing, short- and long-term disability, tuition reimbursement and adoption assistance, subject to the eligibility requirements for each benefit plan. CHS is an Equal Opportunity Employer/Veterans/Disability. _Please note that any communication from a CHS recruiter would be sent using a chsinc.com email address. In addition, a CHS recruiter will not ask for confidential information over the phone or in an email, or request money from a candidate involved in an offer process. If you have questions regarding an employment opportunity, please reach out to_ _*********************_ _; to verify that the communication is from CHS._
    $44k-66k yearly est. Easy Apply 33d ago
  • Mortgage Closer

    Solomonedwards 4.5company rating

    Loan specialist job in Helena, MT

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Review and analyze loan data, ensuring accuracy and completeness. - Prepare and assemble closing documents, including the final closing disclosure and settlement statements. - Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction. - Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate. - Ensure compliance with all federal, state, and investor loan closing regulations. - Maintain accurate closing schedules and deadlines. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141863 ### Place of Work On-site ### Requisition ID 141863 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Missoula, MT?

The average loan specialist in Missoula, MT earns between $22,000 and $49,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Missoula, MT

$33,000
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