Loan Operations, Processor
Loan specialist job in Birmingham, AL
Boulo Solutions is partnering with a growing Birmingham, AL based bank looking for a Loan Operations, Processor that will play a vital role in supporting our current & future clients. An ideal candidate would have Commercial due diligence, reviewed attorney prepared documents and have Document prep experience, and more importantly, be able to demonstrate that they live by the company core values.
Responsibilities and Duties:
This role is directly responsible for the pre-closing due diligence, gathering of supporting documentation, and preparing documents for disclosure requirements, new loan requests, or modification of existing loans. Prepares all loan packages for disclosure and closing purposes.
Acts as primary support for all loan-related tasks for the bank's entire loan portfolio according to regulatory compliance, state law, and bank policy to mitigate risk, perfect liens, and ensure complete and proper documentation is in place.
Directly responsible for the daily administration of all loans and related bank accounts.
Key Roles/Responsibilities:
• Perform Due Diligence and Loan Processing.
• Prepare documents with attention to detail, and additional review prior to sending for closing to ensure minimal mistakes mitigating risk and client impact.
• Follow the loan process to ensure safety & soundness by lien perfection & properly documented transactions.
• Loan Support for the bank; collaborating with Client Advisors on upcoming transactions, timing - managing client expectations.
• Efficiency & streamlining our processes - always looking for ways to improve & reduce duplicated efforts.
• On-going training and sharing with fellow associates to ensure we are up to date on current items and processes.
Responsibility Details:
• For all loan requests: Pre-closing due diligence and gathering of supporting documentation for disclosure requirements, new loan requests, or modification of existing loans. Post-closing disbursement for purchase money transactions.
• Daily routine includes Supporting documentation for all incoming loans, letters of credit, and subordination - order and review; review of attorney-prepared documents prior to closing based on the approval for accuracy and completeness; review of organizational documents to ensure proper legal naming and signer requirements; responsible for ensuring consumer regulatory timing requirements are being met as applicable.
• Supports the lending staff in all loan-related questions and/or issues.
Qualifications and Skills:
• Associate's degree or three to five years of related experience or training; or equivalent combination of education and experience
• Attention to detail
• Successful experience working in various banking systems such as Horizon, FLO (Fidelity Loan Origination), FCM/ImageCentre, as well as a CRM (Client Relationship Management) system is highly preferred
• Proficiency in Microsoft Office suite is required
About Boulo: Don't let your job search end here. Boulo is a recruiting platform that goes beyond titles and timelines. We help experienced, knowledgeable professionals stand out to hiring managers by showcasing value through a skills-first approach. If you're tired of being overlooked on other job boards and seeking a new opportunity, join Boulo here: ***************************
Loan Officer
Loan specialist job in Orlando, FL
(Eligible candidates must reside in Orlando, Fl)
The Loan Officer is responsible for originating, managing, and closing residential and commercial mortgage loans. This role requires a deep understanding of the real estate and mortgage industry, with a strong emphasis on client relationship management and business development. The ideal candidate will have a proven track record of closing loans, managing a personal pipeline, and operating with an entrepreneurial mindset.
Key Responsibilities
Originate and close private lending deals, including Bridge, Fix & Flip, DSCR, and Ground-Up Construction loans.
Build and manage a personal book of business through self-generated leads and referrals.
Guide clients through the loan application and approval process, ensuring a smooth and compliant experience.
Analyze financial documents and credit reports to assess borrower eligibility.
Maintain up-to-date knowledge of loan products, underwriting guidelines, and market trends, loan products, underwriting guidelines, and
Collaborate with internal processing, underwriting, and closing teams to ensure timely and accurate loan execution.
Attend networking events, real estate functions, and community outreach to generate new business opportunities.
Maintain accurate records of client interactions, loan progress, and compliance documentation.
Provide exceptional customer service and maintain long-term client relationships.
Qualifications
Minimum of 3 years of experience in the Real Estate Mortgage industry.
Proven experience in Loan Origination and Closing.
Demonstrated ability to self-generate business and manage a personal pipeline.
Strong knowledge of mortgage products, lending regulations, and real estate finance.
Excellent communication, negotiation, and interpersonal skills.
Entrepreneurial mindset with a proactive and goal-oriented approach.
Bilingual (English/Spanish) is a strong plus.
Proficiency in CRM systems and Microsoft Office Suite.
Must be based in Orlando, Florida.
Work Environment
Fast-paced, client-driven environment.
Flexible scheduling with performance-based autonomy.
Opportunities for growth and increased commission potential.
CHB Specialist
Loan specialist job in Mobile, AL
About the Company
We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freight forwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values.
About the Role
The CHB Coordinator handles and arranges the customs clearance in all USA ports for all inbound goods for various import customers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer-focused approach is an essential job function.
Responsibilities
Proficient in using import management software or systems.
Provide import estimates and information regarding entries into the United States (via air, ocean, and truck).
Provide customer service to internal departments and overseas affiliates/clients.
Communications with customers, US Customs, PGA, truckers, steamship lines, airlines, freight forwarders, reading and answering all emails and phone calls or any other entity/request pertaining to the entry that may arise.
File ISFs on a daily basis as received.
Classify all entries, resolve customs problems, and Data entry.
Ability to navigate through the various ocean carrier websites to track and trace shipments.
Handle all post-entry amendments and internal audits of all entries that have been entered.
Assist the CHB manager with projects as requested.
Maintain communication with all customers ensuring all needs are covered.
Other duties as assigned.
Qualifications
Ocean import/export experience required.
Education: High school diploma required; associate or bachelor's degree in international business, logistics, or a related field is preferred.
Experience: 1-3 years in customs brokerage, freight forwarding, or international logistics.
Required Skills
Organizational skills.
Attention to detail.
Effective communication abilities.
Customer-focused approach.
Preferred Skills
Experience with import management software.
Knowledge of customs regulations and compliance documentation.
Pay range and compensation package
Company-paid benefits available:
Dental insurance
Short-term and long-term disability
50,000 Group Term Life insurance policy
(7) Paid holidays and (15) days PTO per calendar year
401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment.
Additional Benefits available for purchase:
Blue Cross Blue Shield plan for employee and dependents
Vision insurance
Critical illness
Accident
Additional voluntary term life insurance.
RCM OPEX Specialist
Loan specialist job in Miami, FL
The RCM OPEX Specialist plays a critical role in optimizing the financial performance of healthcare organizations by ensuring that revenue cycle management processes are efficient and compliant with industry regulations. This position requires detail-oriented professionals who can navigate complex insurance claims and reimbursement processes.
Essential Job Functions
Manage internal and external customer communications to maximize collections and reimbursements.
Analyze revenue cycle data to identify trends and proactively remediate suboptimal processes.
Maintain fee schedule uploads in financial and practice operating systems.
Review and resolve escalations on denied and unpaid claims.
Collaborate with healthcare providers, payors, and business partners to ensure revenue best practices are promoted.
Monitor accounts receivable and expedite the recovery of outstanding payments.
Prepare regular reports on refunds, under/over payments.
Stay updated on changes in healthcare regulations and coding guidelines.
*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.
Other Essential Tasks/Responsibilities/Abilities
Must be consistent with Femwell's core values.
Excellent verbal and written communication skills.
Professional and tactful interpersonal skills with the ability to interact with a variety of personalities.
Excellent organizational skills and attention to detail.
Excellent time management skills with proven ability to meet deadlines and work under pressure.
Ability to manage and prioritize multiple projects and tasks efficiently.
Must demonstrate commitment to high professional ethical standards and a diverse workplace.
Must have excellent listening skills.
Must have the ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards and organization attendance policies and procedures.
Must maintain compliance with all personnel policies and procedures.
Must be self-disciplined, organized, and able to effectively coordinate and collaborate with team members.
Extremely proficient with Microsoft Office Suite or related software; as well as Excel, PPT, Internet, Cloud, Forums, Google, and other business tools required for this position.
Education, Experience, Skills, and Requirements
Bachelor's degree preferred.
Minimum of 2 years of experience in medical billing, coding, revenue cycle or practice management.
Strong knowledge of healthcare regulations and insurance processes.
Knowledgeable in change control.
Proficiency with healthcare billing software and electronic health records (EHR).
Knowledge of HIPAA Security preferred.
Hybrid rotation schedule and/or onsite as needed.
Medical coding (ICD-10, CPT, HCPCS)
Claims management (X12)
Revenue cycle management
Denials management
Insurance verification
Data analysis
Compliance knowledge
Comprehensive understanding of provider reimbursement methodologies
Billing software proficiency
SHE Specialist
Loan specialist job in Meridian, MS
SHE Specialist Supervisor - Hattiesburg, MS
Salary: $100,000 - $125,000
A leading global specialty polymers company is hiring an SHE Specialist for their Hattiesburg, MS site. Since 1950, they have been innovators in producing durable, heat-resistant, and fluid-resistant elastomers for industries like automotive, oil and gas, and aerospace. The role involves managing safety, health, emergency response, security, and environmental performance at the facility. The SHE Specialist will enhance safety culture, drive continuous improvement, and support the company's SHE vision through strong management and employee involvement. Are you passionate about leading SHE programs for top manufacturing companies? If so, please reach out!
The SHE Specialist responsibilities include:
Engaging with stakeholders on safety, health, security, and environmental issues. Ensuring compliance with OSHA, EPA, DOT, and DHS regulations.
Implementing and supporting corporate SHE programs, ensuring policies and procedures meet regulatory standards. Developing and executing strategies to reduce risks and improve safety.
Conducting OSHA-required safety and environmental training. Performing equipment and work area inspections to maintain high SHE standards.
Responding to on-site alarms and emergencies. Leading investigations and ensuring immediate incident reporting and corrective actions.
Obtaining and complying with environmental permits. Conducting site vulnerability analyses and leading security drills to ensure compliance with DHS standards.
The SHE Specialist should have the following qualifications:
Bachelor's Degree in Safety, Chemical Engineering or Related Fields
5+ years of experience in health and safety within chemical manufacturing
Extensive knowledge of OSHA and EPA regulations, specifically Process Safety Management and Risk Management Plan requirements for chemical plants
Benefits:
PTO, Holidays and standard benefits provided
Professional growth opportunities
If you are interested in the SHE Specialist role, then please don't wait to apply.
Healthcare Specialist
Loan specialist job in Maitland, FL
SHIFTS
M-F 10am-7pm
M-F 10:30am-7:30pm
M-F 11am-8pm
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Cosmetology Specialist - Full Time - Walt Disney World
Loan specialist job in Lake Buena Vista, FL
Have you ever wanted to be a part of the creation of wigs for world-class entertainment offerings? We are currently seeking Cosmetology Specialists! In this role, we are the subject matter experts in the creation and production of wigs and facial hair, as well as advanced makeup, airbrush, and prosthetic application. We also build and maintain wig and makeup documentation for our world-famous Disney Characters, Entertainers, and Special Event performers. You will report to the Cosmetology Manager. As part of the consideration process for this role, you must successfully complete a six (6) hour in person assessment at the Walt Disney World Resort. The pay rate for this role in Florida is $24.00 per hour.
Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: Basic Qualifications :
Be at least 18 years of age
A valid Driver's License
A valid FL Cosmetology License
Two (2) + years of experience with synthetic and/or human hair wig styling
Confirmed knowledge of complex makeup application techniques
Ability to work outdoors in various weather conditions and at varying elevations
Physical role requiring prolonged standing or sitting, walking long distances and repetitive bending, twisting, grasping, clutching with hands at or above chest level for extended periods
Willing to work with elements made from natural or synthetic materials including fur, latex, or mylar
Additional Information :
SUBMITTING YOUR APPLICATION
After clicking "Apply Now" below, the employment application will open in a new window. Please complete ALL pages of the application by clicking "Next" on each page, then "Submit" on the final page. KEYWORD: WDWCasting, WDW Casting
Cleaning Specialist
Loan specialist job in Miramar, FL
We are looking for a full time cleaning aide for our offices in Miramar to perform general cleaning tasks like sweeping, mopping, and vacuuming floors; dusting and polishing surfaces; and emptying trash and recycling bins. Responsibilities also cover thorough cleaning and sanitizing of restrooms and kitchens, restocking supplies, and ensuring all areas are clean and presentable.
Duties and responsibilities
Floor care: Sweep, mop, and vacuum carpets and hard floors. Buff and polish hard floors as needed.
Surface cleaning: Dust and wipe down all surfaces, including desks, tables, countertops, shelves, and cabinets.
Restroom cleaning: Thoroughly clean and sanitize toilets, sinks, mirrors, and other surfaces. Restock supplies like toilet paper and paper towels.
Kitchen/breakroom cleaning: Clean sinks, countertops, and appliances in kitchen areas.
Waste management: Empty trash and recycling bins and replace liners.
Sanitization: Disinfect high-touch surfaces such as doorknobs, light switches, and shared equipment.
Equipment and supplies: Safely operate and maintain cleaning equipment. Keep cleaning supplies properly stored.
Qualifications and skills
Prior experience as a janitor or cleaner is often preferred.
Strong attention to detail.
Ability to work independently and manage time effectively.
Physical stamina to perform tasks such as lifting and carrying equipment supplies and being on your feet for extended periods.
Ability to follow instructions and safety protocols.
Good communication skills.
Loan Officer - 008838 & 008839
Loan specialist job in Mobile, AL
Information Position Number 008838 & 008839 Position Title Loan Officer - 008838 & 008839 Division Finance and Administration Department 170000 - Office of VP Fin and Administration Minimum Qualifications High school diploma or equivalent and four years of directly related experience. An equivalent combination of education and experience may be considered.
Preferred Qualifications Job Description Summary
The University of South Alabama's Credit Union is seeking to hire a Loan Officer. Interested candidates should apply to be considered.
Essential Functions
These are the job duties required of the position.
Essential Functions
* Assumes responsibility for processing loan requests and making sound judgement on granting loans to members, within the limits of established policies, legal requirements, and delegated authority.
* Prepares loan documents, disburses loans, and files/maintains loan information as needed.
* Denies loans that do not meet loan approval policies and mails the appropriate notices.
* Processes automobile and boat titles and submits them to the State of Alabama.
* Maintains current titles and UCC-1s on existing loans.
* Monitors collateral protection insurance on secured loans.
* Processes collection actions on past-due loans, VISAs, and overdrawn share accounts.
* Documents all in-house collection activity.
* Determines if a collection account is place with a collection agency, repossession agency, or attorney as needed.
* Regular and prompt attendance.
* Ability to work schedule as defined and overtime hours as required.
* Related duties as required.
Posting Information
Number of Vacancies 1 Position End Date (if temporary) Job Open Date 10/03/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Working Days Monday - Friday Working Hours 8:00 a.m. - 5:00 p.m. Job Location Main Campus Full-time or Part-Time Full Time Regular or Temporary Regular
Home Loan Specialist II
Loan specialist job in Tampa, FL
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home Loan Specialist will: 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 which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $40,000 - $60,000 Work Model OFFICE
Auto-ApplyMortgage Loan Specialist (Processor/Closer)
Loan specialist job in Rockledge, FL
Job Description
Mortgage Loan Specialist
This is a Temp to Permanent role
The primary purpose of this position is to assist Community Credit Union of Florida in living out our Mission, “Always improve the financial well-being of our members and make a positive difference in our community,” by delivering outstanding service to both internal and external members. In addition, the Mortgage Loan Specialist is responsible for processing and ensuring the proper verification of mortgage loan applications, along with preparing underwritten loans for closing in accordance with CCU policies and procedures. Develops and maintains monthly statistical departmental reports. The incumbent must maintain a thorough knowledge of credit union mortgage loan policy, interest rates, and required documents and disclosures to ensure compliance with current regulations. Develops an ongoing relationship with the mortgage department team, including underwriters, originators, and servicers, as well as the branch member service lenders. This individual assists the VP of Mortgages and the Mortgage Operations Manager with the development and maintenance of the mortgage procedures, manuals, and job aids.
Community Credit Union of Florida is an Equal Opportunity Employer (EEO) and supports a drug-free workplace.
ESSENTIAL DUTIES
1) Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.
2) Delivers service to both internal and external members that is in alignment with the credit union's Service Promises and meets all established service goals.
3) Abides by CCU's Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual's needs. Promotes teamwork, respects opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.
4) Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.
5) Performs file maintenance on accounts, including quality control audits, imaging, and filing; enters new member information, member profiles, employment information, loan data, and any other pertinent member information into the mortgage origination and servicing system.
6) Administers loan application packages, establishes relevant files, and obtains pertinent information or reports as required. Ensures loan activities are completed in a timely fashion and conform to the established policies and practices of the credit union. Understands and follows the established mortgage department configuration procedures and guidelines.
7) Achieve Monthly processing targets of 10 files and maintain an average submit to processing to clear to close turnaround of 21 days.
8) Maintain accuracy
9) Processes loan application packages, including:
a) Receives files from the Loan originators' pre-disclosure. The processor updates the e-folder with property information and verifies the loan estimate pages. The processor begins the processing phase by ordering necessary items such as appraisals, titles, surveys, verifications, and any other items required for loan approval, and conducts regular follow-up with outside sources regarding outstanding documents.
b) Leverage Encompass to automate disclosures and track milestone progress by maintaining accurate milestone progress. Responsible for verifying application data to ensure it is accurate, including product type and amount of mortgage, borrower assets, liabilities, and length of employment.
c) Recommends that loans not meeting minimum standards be denied.
d) Communicates underwriting requirements to the members and obtains the necessary documentation to meet this requirement according to Community Credit Union.
e) Obtains a copy of the current homeowner's insurance and flood insurance (if applicable) and makes sure the mortgagee clause is in favor of the credit union.
f) Follows up on vendor orders such as appraisals and flood certifications, and verifications to prepare the file for underwriting.
g) Reviews appraisal and determines if guidelines were met.
h) Reviews survey for legal description accuracy.
10) Processes loan closing packages, including:
i) Once the loan file is Final Approved/Cleared to Close, the Specialist will communicate with the Title Company/Settlement agent to balance all fees and prepare a preliminary closing disclosure to be provided to the member.
j) Responsible for verifying all fees are accurate and within regulatory compliance standards, as well as verifying all closing conditions are met.
k) Responsible for sending final loan closing packages to settlement, as well as retrieving signed closing packages from the settlement agent, prior to funding.
l) Coordinates a scheduled closing date/time with the member and settlement agent.
m) Responsible for sending Wires to the Title Company for loan fundings.
n) Reviews all final closing docs for required signatures and works with the post-closer and Quality control team to ensure all post-closing docs & requirements are met.
o) Coordinate and troubleshoot e-closing sessions, ensuring member comfort with the digital experience
11) Responds to the Mortgage department team's inquiries and problems in a professional, timely manner; follows up on inquiries with informational materials and/or phone contact with the realtor, title company, and members; investigates and corrects errors and resolves problems or other issues. Develops and maintains an ongoing relationship with mortgage underwriters and the mortgage department to sustain a positive and professional relationship.
12) Assists with telephone support by responding to member inquiries and problems in a professional, timely manner. Help members utilize electronic delivery channels for convenience. Provides payoffs when requested.
13) Possesses a thorough knowledge of credit union policies, rates, and the documents and disclosures necessary to ensure compliance and consistency with current regulations.
14) Establishes proper identification of members to comply with the Bank Secrecy Act/USA Patriot Act Customer Identification Program. Prepares all documents and items pertaining to loan accounts and processes according to policy and procedure.
15) Maintains ongoing communication with the supervisor, informing individuals of all pertinent problems, irregularities, new developments, changes, and other important information within the area of responsibility.
16) Maintains files, copies, and faxes documents, and orders and distributes supplies.
17) Communicate with members, loan officers, and all the parties involved in a transaction to provide status and set accurate and realistic expectations from submission to close.
18) Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
19) Monitor and escalate appraisal, title, and flood-certification vendors to meet SLA and maintain service quality
20) Participate in regular process improvement sessions to streamline workflows and reduce turn times
21) Communicate to the team any regulatory changes. Notify the team of any material changes in the loan at any milestone that could affect the approval or make the loan unsaleable.
Performs all other duties as assigned and works on special projects as assigned.
ENVIRONMENT AND PHYSICAL ACTIVITY
The environment for this position is an open office “cubicle” setting that is clean and comfortable, where the incumbent is free to move about at will. It may include some minor annoyances such as noise, odors, and drafts.
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 25 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting for long periods of time (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer, and related printers.
MENTAL DEMANDS
The incumbent in this position must be able to read documents or instruments, perform detailed work, and solve problems; possess excellent member contact and verbal and written communication skills; have strong math and analytical reasoning skills; and have the ability to effectively handle stress, multiple concurrent tasks, and constant interruptions.
POSITION REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
• High school diploma or general education degree (GED); three (3) to five (5) years' related experience and/or training; or the equivalent combination of education and experience. Work-related experience should consist of mortgage department experience in a financial institution or mortgage office. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.
• Intermediate knowledge of related state and federal compliance regulations and operational policies. The incumbent must possess a thorough knowledge of TRID guidelines and disclosure delivery times.
• Ability to perform simple mathematics calculations, including fractions, percentages, multiplication, and division; use of ten-key and keyboard by touch is required.
• Intermediate skills in computer terminal and personal computer operation; word processing, spreadsheet, and software programs. Intermediate typing skills to meet the production needs of the position.
• Must possess strong attention to detail skills. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly to members and employees.
• Good organizational and time management skills, with the ability to multitask, the ability to work with general supervision while performing duties, and be a strong collaborator.
• Encompass knowledge is preferred.
• Willingness to learn and cross-train in all the areas within the mortgage department to be able to assist and cover if needed. Once fully trained, be willing to serve as a subject matter resource for newer team members.
The incumbent must be able to perform in this position safely, without endangering the health or safety of the individual or others.
Consumer Loan Specialist (Part Time 20 Hours)
Loan specialist job in Key West, FL
As a consumer loan specialist you assist members and prospective members who are seeking consumer loans through primarily inbound channels (phone and internet). You contact applicants to obtain information to help with completing loan decision or closing, noted by loan underwriters. You interact with applicants by telephone, email or mail. You perform a variety of clerical duties for the processing and evaluation of loan documentation for consumer loans, verify, QC and process loan documentation, and you provide general clerical assistance to consumer loan underwriters.
Work schedule is Mo-Fri 4 hours a day.
Keys Federal Credit Union, one of the Florida Keys best employers to work for, isn't just another job. It's a career with a cause! Our employees are a driving force in helping people achieve their financial dreams! And we're growing! Keys Federal Credit Union is looking to hire a part time Consumer Loan Specialist to join our Consumer Lending team.
A day In the Life:
Consumer Loan Applications 60%
* Take loan applications from various sources, including over the phone and via the internet, conduct loan interviews, cross sell products, and write Picassos.
* Professionally communicate with members during loan interviews, on loan statuses, and outstanding questions regarding loan application requests.
* Contact applicants to obtain information to help with completing loan decision or closing, including identification documents and other requirement noted by loan underwriters.
* Print incoming loan applications and prepare for consumer loan underwriters to ensure that they are complete to decision by underwriters.
* Generate, audit and process various reports regarding consumer loans.
Quality Control/Funding 30%
* QC closed consumer loans to ensure that they are in compliance with policies and procedures and accurately reflect the corresponding credit approval and resolve issues as they arise.
* Assist underwriters in completion and documentation of all loans.
* Fund consumer loans according to underwriter's instructions.
* Balance various consumer loan related GLs weekly.
* Notify manager of any discrepancies found during the review or production of the loan documents or credit approvals.
* Work with appropriate parties to obtain corrections, waivers, amendments, etc. in order to ensure adherence to policies and procedures.
* Resolve loan servicing maintenance issues as they arise.
General Administration 10%
* Assist members & other KFCU employees with questions.
* Provide administrative assistance to consumer lending, including correspondence, special projects, loan closings, phone follow-up/sales calls, branch training etc.
Other:
* Comply with all department and Credit Union policies and procedures.
* Other duties as assigned.
Minimum Job Requirements:
* High School diploma or equivalent
* 2+ years of administrative experience preferred
* 1+ years' experience working in a financial institution preferred
* Experience in consumer lending preferred
* Excellent communication skills both in person and over the phone
* Ability to handle numerous projects simultaneously
* Excellent attention to detail
* Ability to work effectively and efficiently under time constraints and deadlines
* Ability to work with a team
* Ability to work with limited supervision
* Good computer skills (Excel & Word)
* Knowledge of general accounting and bookkeeping principles preferred
ABOUT KEYS FEDERAL CREDIT UNION
It all began back in 1940 when a group of Civil Service Employees on Naval Air Station Key West received a federal charter and founded NAVSTA Federal Employees Federal Credit Union.
Our founders believed if they worked together, they could provide more affordable financial services for everyone. They had a vision, and 75 years later their vision is Keys Federal Credit Union.
We've been committed to our founders goal and our community ever since. We've helped generations of Keys families realize their dreams and helped create a community we are proud to call home. Today, Keys Federal Credit Union serves over 10,000 of our friends and neighbors throughout Monroe County.
Consumer Loan Specialist
Loan specialist job in Auburn, AL
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 1550 Opelika Rd, Ste 34, Auburn, AL 36830
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.25 - $21.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyHome Loan Specialist II
Loan specialist job in Tallahassee, FL
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
Easy ApplyConsumer Loan Specialist
Loan specialist job in Auburn, AL
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 1550 Opelika Rd, Ste 34, Auburn, AL 36830
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.25 - $21.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyMortgage Loan Officer
Loan specialist job in Mobile, AL
Job Details West Mobile - Mobile, ALDescription
Canvas Mortgage, a division of Merchants & Marine Bank, is growing and expanding our mortgage production teams. Canvas Mortgage offers a wide range of mortgage products including conforming, non-conforming and portfolio loans.
Interested loan officers should have an NMLS ID # with 2 years of mortgage banking history and be knowledgeable with criteria and guidelines of FNMA, Freddie Mac, and Ginnie Mae products. Incumbents will be responsible for business development with multiple referral sources including Realtors, Builders, Attorneys, Financial Advisors, bank employees and the public. Canvas Mortgage provides full technical and marketing support for mortgage loan officers.
This position is hybrid remote. Incumbent must be geographically located in the Mobile, AL area.
Why Work for Us
Medical, Vision and Dental Insurance
401-K Plan
11 Paid Holidays
Personal Paid Time Off
Term Life, AD&D and Disability Insurance
Tuition Reimbursement
Fitness Center Reimbursement
Summary:
The Mortgage Loan Officer is responsible for originating self-sourced and referred mortgage loans, administration of policies and procedures, reviewing and increasing sales, collaborating with operations, and maintaining compliance while providing excellent customer service.
Essential Duties and Responsibilities:
Develop business by initiating sales calls, follow-up meetings, and responding to referrals in a timely manner.
Accept loan applications and gather all necessary documentation in order to start the pre-qualification Mortgage process and review financials, credit and property for feasibility of granting loans.
Provide sales support and strong communication to customers, processors, and management from loan pre-qualification to loan closing.
Monitor all applications and supporting documentation to avoid and detect customer fraud.
Work with management to achieve team and division goals.
Work closely with support staff to ensure efficient processing to include account documentation is complete and accurate, underwriting, and closing of loans.
Manage and monitor all disclosures to ensure compliance with regulations and mandatory time frames.
Comply with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
Maintain excellent customer relations and the confidentiality of customer information.
Negotiate terms, structure loan financing based on risk considerations and present credits for approval to appropriate levels of authority with the bank in accordance with bank procedures.
Complete necessary credit investigations on each loan application as appropriate for keeping credit files current for the duration of the loan.
Analyze potential loan markets and develop referral networks to locate prospects for loans.
Build and maintain positive relations with business referral sources, customers, potential customers and co-workers.
Ability to analyze mortgage clients for additional potential needs of other bank products and services and participate in business development activities.
Perform all other duties as identified from time to time.
Qualifications
Education/Experience:
High School diploma or equivalent; and 3-5 years related experience or equivalent.
Prior mortgage experience is required.
Knowledge, Skills and Abilities:
Effective interpersonal relationships with customers, management and team members;
Thorough knowledge of FHA, VA, USDA, Fannie Mae, and Freddie Mac guidelines and standards;
A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Retail Mortgage Loan Officer;
Must demonstrate a thorough knowledge of key lending concepts such as debt/income ratios, LTV percentages, credit scoring, and other underwriting criteria;
Ability to solve practical problems and interpret a variety of instructions furnished in written, oral or schedule form;
Ability to work with interest rates, ratios, percentages, excel and graphs;
Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor and organizational skills;
Must have the ability to obtain an NMLS number.
Must pass the background check and not be listed on any watch and/or exclusionary list including but not limited to the GSA, LDP, and FHFA.
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role and applicable NMLS acceptable background check.
Excellent customer service skills, attentiveness, and information retention.
Ability to interact effectively with employees in order to direct work flow, assess performance, and assign duties.
Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences.
Physical Demands:
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 made to enable individuals with disabilities to perform the essential job functions.
Sit or stand or walk for extended periods
Able to read small print or complex reports
Effectively communicate orally
Manually operate keyboard, mouse and other personal computing devices
Occasionally lift up to 50 pounds
Direct Reports
None
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or other characteristics protected under applicable law.
Loan Specialist
Loan specialist job in Gulfport, MS
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyLoan Servicing Operations Sr Representative
Loan specialist job in Jacksonville, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for the servicing of loans. Key responsibilities include loan processing, researching, documenting loan history and responding to customers, investors or other 3rd party inquiries. Job expectations include handling moderately complex levels of transactions and providing support to senior management as needed.
Responsibilities:
* Services and processes loans, including foreclosure, mortgage, lending, and specialty loans, ensuring adherence to state and local regulatory requirements to minimize financial exposure risk
* Performs transaction processing, loan research, and loan documentation, including loan history and activity
* Analyzes requests and determines an appropriate course of action in accordance with guidelines and regulations for customer, investor, and other third-party inquiries
* Provides status reporting to senior management as needed
Skills:
* Attention to Detail
* Negotiation
* Problem Solving
* Written Communications
* Data Collection and Entry
* Record Keeping
* Recording/Organizing Information
* Research
* Strategic Thinking
* Decision Making
* Oral Communications
Required Skills:
* Ability to adapt quickly to change without negative impact to performance and/or productivity
* Strong organizational and time management skills to perform multiple tasks within limited time frames.
* Excellent analytic and problem-solving skills
* Exhibit professional demeanor in all situations
* Excellent interpersonal and communication skills, written and verbal
* Strong phone skills with a proven track record of delighting customers
* Customer-centric focus
* Flexible, willing to learn and self-motivated
Desired Skills:
* Knowledge of titling processes with the DMVs
* 1 year in the financial industry
* Document Management
* Systems experience: BOSS, LINX, Magellan, FileNet
Shift:
1st shift (United States of America)
Hours Per Week:
40
Mitigation Specialist
Loan specialist job in Mobile, AL
Join our team at SERVPRO of Mobile County as a Full Time Mitigation Specialist and play a crucial role in restoring homes and businesses affected by disasters. If you are passionate about making a difference in people's lives, this position is perfect for you. As an Onsite Production Technician in Mobile, AL, you'll have the opportunity to showcase your skills and dedication, all while earning a competitive hourly wage ranging from $15 to $18.
You can enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, and Paid Time Off. Be part of a dynamic company that values customer-centricity, integrity, and safety. Apply now!
Day to day as a Production Technician
As a new Mitigation Specialist at SERVPRO of Mobile County, you will learn how to respond to emergency service calls, set up and monitor equipment, and ensure all work meets company and industry standards. You will work alongside experienced team members to assist in cleaning and restoring properties. Attention to detail, a strong work ethic, and the ability to learn quickly are essential for success in this role.
Your day-to-day responsibilities will involve following safety protocols, documenting work performed, and maintaining a clean and organized work environment.
Are you the Production Technician we're looking for?
To excel as a Mitigation Specialist at SERVPRO of Mobile County, candidates should possess strong communication skills, the ability to work well in a team, and a willingness to learn and adapt in a fast-paced environment. Attention to detail and the capacity to follow specific instructions are crucial in this role. Familiarity with basic hand tools and the capability to operate equipment used in restoration services will be beneficial. Additionally, being physically fit and able to lift heavy objects is necessary.
While prior experience is preferred, we also welcome individuals who are motivated to start a career in the facilities industry. Join us and make a difference in our community!
Join our team today!
We believe in taking care of our team, both on and off the job. That's why we offer a mobile-friendly application process - because we know your time is valuable. If you're ready to take your management skills to the next level and join a team that values hard work and good times, complete our application today!
Mortgage Loan Officer
Loan specialist job in Gulf Shores, AL
Looking for highly motivated Mortgage Loan Originators in the Panama City, FL and Auburn, AL areas.
About the Role:
The Mortgage Loan Officer plays a critical role in guiding clients through the residential lending process, ensuring they secure the most suitable mortgage products to meet their financial needs. This position involves evaluating loan applications, advising clients on various mortgage options including FHA and VA loans, and facilitating the loan closing process with precision and compliance. The officer acts as a trusted advisor, building strong relationships with clients and real estate professionals to foster repeat and referral business. Success in this role requires a deep understanding of mortgage lending regulations, automated underwriting systems, and market trends to provide accurate and timely loan solutions. Ultimately, the Mortgage Loan Officer contributes to the financial well-being of clients while supporting the institution's growth and reputation in the banking and credit intermediation industry.
Minimum Qualifications:
Proven experience in residential mortgage lending or a related financial services role.
Comprehensive knowledge of mortgage loan products including FHA and VA loans.
Familiarity with automated underwriting systems and loan processing software.
Strong understanding of loan closing procedures and regulatory compliance requirements.
Valid state licensing as a Mortgage Loan Originator (MLO) or equivalent certification.
Preferred Qualifications:
Bachelor's degree in finance, business administration, or a related field.
Experience working within banking or nonbank credit intermediation environments.
Demonstrated success in building client relationships and generating referral business.
Advanced training or certification in mortgage lending or underwriting.
Proficiency with customer relationship management (CRM) software and digital mortgage platforms.
Responsibilities:
Evaluate and process residential mortgage loan applications, ensuring accuracy and compliance with regulatory standards.
Advise clients on home equity options, FHA financing, VA loans, and other mortgage products tailored to their financial situations.
Collaborate with underwriters, real estate agents, and closing agents to facilitate smooth and timely loan closings.
Utilize automated underwriting systems to assess loan eligibility and risk, providing clear guidance to clients throughout the process.
Maintain up-to-date knowledge of mortgage lending regulations, market conditions, and product offerings to effectively serve clients.
Skills:
The required skills such as residential lending, home equity, and mortgage loans are essential for evaluating client needs and structuring appropriate loan products. Expertise in FHA financing and VA loans enables the officer to offer specialized mortgage solutions that comply with government guidelines. Loan closing skills ensure that all documentation and processes are completed accurately and efficiently, minimizing delays. Familiarity with automated underwriting systems allows the officer to quickly assess loan eligibility and streamline approvals. Preferred skills like CRM proficiency and advanced certifications enhance client management and operational efficiency, contributing to superior service delivery and business growth.
This is a generic . A more detailed Job Description and Duties can be provided upon request.
Auto-Apply