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Loan specialist jobs in Modesto, CA - 1,447 jobs

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  • Residential Mortgage Lending Specialist

    Citigroup Inc. 4.6company rating

    Loan specialist job in San Francisco, CA

    A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr
    $64k-108k yearly est. 2d ago
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  • SAP Specialist

    99 Ranch Market 4.2company rating

    Loan specialist job in Buena Park, CA

    Junior Program Manager (SAP) Since its establishment, TAWA Services, Inc. has been committed to providing exceptional service and support to the diverse Asian American communities. Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States. Our dedication to excellence and community underscores the vital role of service in enhancing everyday life. TAWA Services, Inc. invites you to be a part of our mission and team! Summary: As a Junior Program Manager (SAP), you will assist in the planning, coordination, and execution of SAP projects under the direction of the SAP Program Manager. You will work closely with cross-functional teams, stakeholders, and vendors to ensure projects are delivered on time, within scope, and within budget. This role requires a strong foundation in project management methodologies, excellent organizational skills, and an eagerness to grow within the SAP ecosystem. Responsibilities: Support the SAP Program Manager in coordinating and monitoring the execution of SAP implementation, upgrades, and enhancement projects. Assist in project planning activities including defining project scope, goals, timelines, and deliverables. Track project milestones and deliverables, prepare status reports, and help manage project documentation. Facilitate communication between project stakeholders, including business units, technical teams, and external vendors. Organize and schedule project meetings, document meeting minutes, and follow up on action items. Help identify project risks, issues, and dependencies, and support mitigation planning. Monitor and support change management activities related to SAP projects. Ensure compliance with internal standards, governance frameworks, and best practices in project execution. Maintain and update project tracking tools, including timelines, risk logs, and issue trackers. Participate in testing and training coordination for SAP modules, as needed. Perform other duties as assigned by management. Qualification: A Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field. 1-3 years of experience in project coordination or junior project management, ideally in an IT or ERP environment. Bilingual proficiency in English/Mandarin is strongly preferred. Familiarity with SAP systems and modules (such as SAP S/4HANA, FICO, MM, SD). Understanding of project management methodologies (Waterfall, Agile, etc.). Proficiency in Microsoft Office tools, especially Excel, PowerPoint, and Project. Strong organizational, multitasking, and time management skills. Effective verbal and written communication skills. Detail-oriented with a proactive, solution-focused mindset. PMP, CAPM, or SAP-related certifications are a plus. Authorized to work in the United States without sponsorship. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions. Position Details: Employment Type: Full Time Location: 6338 Regio Ave, Buena Park, CA 90620 Benefits: Medical, Dental, Vision, and Life Insurance. 401 (k) Retirement Saving Plan with 4% Company Match. Long-Term Services Award. Employee Discount. Paid Time Off. Compensation: The pay range for this job starts at $70,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location. Beware of Job Scams: We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written s, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: ************************************************************ Disclaimer: Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.
    $70k yearly 1d ago
  • Supervising Mortgage Loan Officer

    PNC 4.1company rating

    Loan specialist job in Cupertino, CA

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Greater SF Bay Area/South Bay, CA market. This position is a producing role with salary and incentives. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team. + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. + Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency. + Collaborates with internal and external stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales **Competencies** Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $37,440.00 - $39,936.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 12/04/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37.4k-39.9k yearly 2d ago
  • Sr. Loan Closer

    Professional Search Group-OC

    Loan specialist job in Los Angeles, CA

    Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment. The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW! Primary Duties & Responsibilities Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds Collaborate with title companies to review and clear outstanding title exceptions prior to funding Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment Support special projects and perform additional duties as assigned Requirements Bachelor's Degree preferred but not required. 4+ years of loan closing or funding operations experience required, preferably in private lending Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment Solid knowledge of mortgage loan products, guidelines, and regulations Detail-oriented, team player with excellent communication and interpersonal skills Experience with Salesforce a plus This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members. Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues Apply for this amazing opportunity today! Donovan Aranda Division Manager 562-378-0027 Donovan.aranda@us-psg.com
    $41k-57k yearly est. 4d ago
  • Funding Specialist (Escrow)

    First Title & Escrow 3.7company rating

    Loan specialist job in Los Angeles, CA

    Disbursement Reconciliation Specialist Onsite - North Hollywood, CA 91601 Monday - Friday; 8:30am-5pm As a Disbursement Specialist, you play a critical role in ensuring the accurate and timely disbursement of funds in real estate transactions, including purchase and refinance transactions. This role plays an important part in maintaining compliance with company policies, state and federal regulations, and client requirements, while delivering exceptional service to internal teams, lenders, and clients. Expectations: Review funding packages and work with processors to correct mistakes or collect missing data. Confirm file is balanced with incoming funds from lender, buyer or borrower. Verify payoff accuracy, invoices and all transaction related charges prior to disbursement of funds. Maintain accurate and organized disbursement records according to compliance and audit procedures. Maintain business line prioritization aligning with company procedures. Requirements: 2+ years of experience in title evidence review and examination. Proficiency with title/settlement software (e.g., ResWare) and Microsoft Office Suite highly preferred. Exceptional attention to detail and accuracy in reviewing title evidence. Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment. Ability to work independently in a fast-paced, deadline-driven environment. Pay Rate Range: $20.00-$27.00 per hour This is an hourly paid role. Pursuant to California law, this range represents the base pay the Company reasonably expects to pay for this position at the time of posting and may vary widely based on experience. Actual compensation will be determined based on factors including, but not limited to, experience, skills, education, internal equity, and business needs.
    $20-27 hourly 2d ago
  • Mortgage Servicing Specialist

    Royal Business Bank 4.1company rating

    Loan specialist job in Los Angeles, CA

    Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Performs new account system maintenance including but not limited to manual boarding of loans in the system Monitors escrow payments and track delinquencies through the life of the loan Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority. Processes payments, disbursements, and other transactions Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions Ensures compliance with all applicable government, investor, and bank regulations Investor Accounting Performs other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience. SKILLS/ABILITIES Strong interpersonal and customer service skills Positive attitude PC proficient in Microsoft Office Detail-oriented and follow- through skills Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $37k-43k yearly est. 2d ago
  • CATERING SPECIALIST

    Mendocino Farms 4.1company rating

    Loan specialist job in San Francisco, CA

    Posted Tuesday, January 路 13, 2026 at 8:00 AM HIRING IMMEDIATELY at Mendocino Farms! NOW HIRING A CATERING SPECIALIST! Make up to $20.00 - $25.00/hr including tips! We're not just selling sandwiches and salads. We're selling HAPPY! Catering Specialists Lead the store's Catering Team and work closely with catering clients. Manage the daily execution of all catering orders. Complete daily sales building tasks to promote continuing growth of the catering program. Perks and Benefits 401(K) Match, and other ancillary benefits* Paid sick leave Employee assistance program English at Work classes - Learn English at work! Parking & Transit Reimbursement* Discounted tickets through Tickets at Work Pet Insurance Free and delicious Mendo Meals on every shift! Clear path for growth and development Competitive Pay Tips - ALL Mendo Team Members participate in the tip pool! All Mendo Team Members are paid on a bi-weekly basis Schedule Full-time hours available from Monday - Friday We're Looking for Team Members that have the following: Great personalities, personality is everything! An overwhelming desire to help people! The ability to SELL HAPPY! You'll spend your day passionately connecting with our guests! About Mendo We were founded with the vision to offer so much more than food, and since 2005, we've never let the spark of happiness go out! We Sell HAPPY! Food is our love language! We connect guests to culinary adventure with our approachably adventurous menu. We use fresh ingredients you can feel good about. We believe that every guest is a friend we haven't made yet or one we're welcoming back! Does this get you excited?! Then this is the opportunity you have been waiting for! Apply today to learn more about this exciting opportunity to become part of the Mendo Team! *For Team Members who qualify Mendocino Farms is an equal أجزاء opportunity employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. Mendocino Farms will consider qualified applicants with criminal histories for employment in a manner consistent with the requirements of the Fair Chance Initiative for Hiring. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. SF 300 Mission, 300 Mission St., San Francisco, California, United States of America #J-18808-Ljbffr
    $20-25 hourly 4d ago
  • Trademark Docket Specialist

    Buchanan Legal Professional Services

    Loan specialist job in San Francisco, CA

    A leading, nationally recognized law firm with a premier intellectual property practice is seeking an experienced Trademark Docket Specialist to support the accurate and strategic management of sophisticated U.S. and international trademark portfolios. This role is integral to the success of a highly regarded trademark practice that advises innovative, market-leading companies across technology, life sciences, and emerging growth sectors. This role will be hybrid and can sit in San Francisco, Silicon Valley, Santa Monica, NYC, Boston, or DC. Key Responsibilities: Accurately docket U.S. and international trademark prosecution, maintenance, and enforcement deadlines on a daily basis Review incoming trademark correspondence and documents to identify critical dates, status updates, and required actions Maintain client-specific docketing requirements using industry-standard docketing systems Respond to inquiries from attorneys, paralegals, and staff regarding docket entries and deadlines Conduct online research using USPTO, WIPO, and other trademark databases to confirm status and retrieve relevant information Generate and distribute customized docketing reports for internal teams and clients Process and route incoming trademark-related mail and electronic communications Assist with special projects, data audits, system clean-ups, and data integrity initiatives Support electronic filing, document management, and uploading to client extranets and internal systems Collaborate with team members to ensure compliance with firm policies and client guidelines Desired Skills & Qualifications: Minimum 2 years of trademark docketing experience in a law firm or corporate IP department preferred Associate's or Bachelor's degree in a related field preferred Strong knowledge of U.S. and international trademark procedures; familiarity with the Madrid Protocol preferred Experience with trademark docketing systems such as WebTMS, Symphony, IPFolio, or similar platforms Exceptional attention to detail with strong proofreading, organizational, and analytical skills Ability to review and interpret complex legal documents with accuracy Excellent written and verbal communication skills Proven ability to manage multiple priorities and meet strict deadlines in a fast-paced environment Proficiency in Microsoft Office (Excel, Word, Outlook); experience with document management systems a plus Commitment to confidentiality and data security standards Familiarity with USPTO and international trademark databases Experience with electronic filing systems strongly preferred
    $48k-97k yearly est. 1d ago
  • Stretch Specalist

    Life Time Fitness

    Loan specialist job in Chula Vista, CA

    PT-Stretch Specialists are responsible for supporting all members in championing happier, and healthier lives by building and nurturing relationships. They will provide branded Assisted Stretch and Recovery sessions to help members feel and move better. They provide a positive member experience that is educational, supporting, and upholds the integrity of the Life Time Brand. Job Duties and Responsibilities Develops safe, professional, and comprehensive client programs that drive client goal achievement and retention. Leads clients through assisted stretch sessions using techniques like PNF and contract-relax stretching. Leads clients through recovery sessions using techniques like assisted stretching, hypervolt percussion, and breathing drills. Reads, watches, and engages in all required training's associated with the role. Conducts stretch and recovery demos for new clients including pre-participation screening, Medical History, Lifestyle questionnaire, and goal setting to assess and recommend stretching programs. Provides fitness floor assistance to all members to ensure safety, provide education, and motivate members. Promotes and sells stretch session programs and other personal training services. Completes all administrative requirements associated with each client's fitness plan. Remains current on certifications and new trends in the industry. Ensures all members feel competent, confident, and connected by providing superior customer service through complimentary and based services/programming. Documents all aspects of client programming. Remains current on credentials and continuing education to advance throughout the levels program. Position Requirements High School Diploma or GED Certified personal Trainer CPR and AED Certified Knowledge of assisted stretching and other recovery techniques Ability to perform an aerobic activity for the duration of a class and be able to bend, stand, reach, climb and lift up to 50 pounds Preferred Requirements At least 1 year of personal training experience Bachelor's degree in Kinesiology, Sports Medicine or other related field Assisted Stretching Certification (AIS, FST, or similar) Pay This position receives a base hourly rate of $16.50. This position is also eligible to receive incentive pay based on personal production. Benefits All team members receive the following benefits while working for Life Time: * A fully subsidized membership * Discounts on Life Time products and services * 401(k) retirement savings plan with company discretionary match (21 years of age and older) * Training and professional development * Paid sick leave where required by law Full-time Team Members are eligible for additional benefits, including: * Medical, dental, vision, and prescription drug coverage * Short term and long term disability insurance * Life insurance * Pre-tax flexible spending and dependent care plans * Parental leave and adoption assistance * Paid time off, including 5 to 20 vacation days per calendar year (based on tenure) and paid sick leave * Deferred compensation plan, if the team member meets the required income threshold For California residents, please review ****************************************************** for information about our privacy practices, including the information we collect and your rights relating to your information. Life Time is a place for everyone. As an organization, we are committed to an inclusive, diverse and equitable workplace that respects and celebrates the unique contributions of each individual while ensuring we remain an equal opportunity employer that recruits, hires, trains and promotes based on merit and qualifications.
    $16.5 hourly 8d ago
  • Exceptions Specialist

    ITCO Solutions, Inc.

    Loan specialist job in Westlake Village, CA

    EXCEPTIONS SPECIALIST - Evening & Weekend Shift 7 Month Contract Westlake Village, CA( Onsite) Shifts: PM (4:00 pm to 11:00 pm PST) Mon- Friday Weekend (8:00 am to 4:00 pm PST) In this Exceptions role with Campaign Offices, you are the final line of defense for data accuracy. You will review voter signature packets and data entry to spot issues, connect the dots, and decide the correct next step in processing. This is a fast-paced, detail driven role for someone who enjoys solving puzzles, thinking critically, and using deductive reasoning to get to the right answer. If you like investigating discrepancies, catching what others miss, and making clear decisions based on criteria, you will do well here. What You Will Do • Review and compare entered data against original source materials to identify errors, mismatches, and exceptions • Apply deductive reasoning to determine what happened, why it happened, and what action should be taken next • Use proprietary software and established criteria to resolve exceptions and keep work moving efficiently • Investigate patterns and root causes behind recurring issues and document your findings • Communicate clear feedback and insights that help prevent future exceptions • Manage physical and digital materials with accuracy, organization, and urgency • Work independently while collaborating with the team to hit daily goals and maintain quality standards What We Are Looking For • Strong deductive reasoning skills and the ability to make accurate decisions using logic and evidence • High attention to detail and commitment to getting it right the first time • Ability to stay focused in a fast-paced environment with repetitive work that requires consistency • Strong organizational skills and material management • Clear communication skills and a team-first attitude • Comfort using software tools for data entry, review, and analysis • Experience in data entry, quality assurance, compliance, or audit-type work is a plus Contract Details • 7-month contract assignment paid on an hourly basis • Full-time schedule with consistent hours • Work that directly supports a high-impact, time-sensitive campaign operation
    $47k-94k yearly est. 2d ago
  • Personal Loan Consultant

    Onemain Financial 3.9company rating

    Loan specialist job in Los Angeles, CA

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $36k-49k yearly est. Auto-Apply 1d ago
  • Bilingual Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in Campbell, CA

    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. Bilingual English/Spanish 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. Average pay range: $23-$26 Pay range only applies to California residents. 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.
    $23-26 hourly Auto-Apply 17d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Sacramento, CA

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home 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
  • Mortgage Loan Officer

    JBA International 4.1company rating

    Loan specialist job in Merced, CA

    Under the direction of the Branch Manager, the Loan Officer facilitates commercial and/or residential mortgage loans, and advises borrowers on available finance options. Job Description: Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and regularly involved in activities related to selling loans away from the office. Develop and maintain relationships with real estate agents, financial planners, individual borrowers and builders, etc. Accurately obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. Meet with applicants to obtain information for loan applications and to answer questions about the process. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Review loan agreements to ensure that they are complete and accurate according to policy. Responsible for proper adherence to legal regulatory and company policies/procedures. Follow proper risk audit and compliance controls to mitigate financial risk to the organization while maintaining an environment focused on quality customer service. Responsible for ensuring that outstanding service is delivered to our customer and clients. Perform business development activities to increase recurring production including: maintenance of a client database, client and customer calling/monitoring efforts and additional activities as proposed by management. Manage a loan pipeline and the loan process to ensure loans fund in a timely manner. Interact with various corporate functions i.e. legal & compliance, operations risk, underwriting, closing, technology, etc., to improve the loan servicing process, minimize risk and improve performance tracking and controls. Develop and maintain relationships with real estate agents, financial planners, individual borrowers and builders, etc. Attendance requires regular, reliable and punctual attendance. Follow proper risk, audit and compliance controls to mitigate financial risk. Handle customer complaints and take appropriate action to resolve them. Stay abreast of new types of loans and other financial services and products to better meet customers' needs. Review and update credit and loan files. Submit applications to credit analysts for verification and recommendation. Analyze potential loan markets to develop prospects for new loans. Assist in defining existing loan products and developing new loan products to improve profitability and sales execution. Other duties as assigned. Essential Function: Originate residential real estate mortgage loans. This includes obtaining applications as well as coordinating and assisting in the processing and closing of loans. The Loan Officer will develop and maintain existing client relationships as well as identify and pursue potential new customer opportunities. Responsible for making sound decisions based on a mixture of data analysis resources and experience, use rigorous logic, seek complete course of action in decision making, and articulate recommendations in writing and verbally. Consistently meet or exceed company goals, and meet and maintain all licensing requirements including continuing education. Minimum Qualifications Two to three years of experience in a loan origination experience. NMLS state and federal. Knowledge of conventional and/or government guidelines. Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending. Ability to manage a heavy pipeline of 50 plus loans. Teamwork and customer service oriented. Self-motivated and highly organized. Familiar with FHA and HUD guidelines. Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences. Ability to analyze and comprehend complex financial data and provide financial alternatives. Professional and effective interpersonal skills.
    $36k-54k yearly est. 60d+ ago
  • Mortgage Loan Funder

    Oceanair Federal Credit Union 4.0company rating

    Loan specialist job in Oxnard, CA

    Join the OceanAir Crew! Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's ready to bring their A-game to our sunny California shores! PRIMARY PURPOSE: You'll be reviewing, preparing, and disbursing funds for refinances, purchases, and lines of credit. You'll also be the friendly face assisting members with questions and keeping our clerical duties smooth sailing. Your goal? Deliver an easy, breezy member experience that builds loyalty and trust. ESSENTIAL DUTIES: - Practice OceanAir's core values: Make It Right - We pledge to do the right thing for our members and community. Make It Easy - We offer simple financial solutions and efficient service. Make It Personal - We build deep relationships based on individual needs. - Work with internal and external teams to clear conditions before funding. - Review and approve closing statements and CDs. - Prepare wire instructions and verify loan details. - Review signed documents for accuracy and compliance. - Follow up on post-closing issues and resolve discrepancies. - Stay current on credit union and regulatory updates. - Input loan info, book loans, and set up servicing files. - Communicate with processors, loan officers, and escrow agents. - Serve as backup for Loan Servicing. - Know your RESPA/TRID stuff. - And of course, perform other awesome duties as assigned! REQUIRED SKILLS: - Know (or be excited to learn) OceanAir's products and services. - Understand mortgage loan funding and doc drawing. - Be a member service superstar-friendly, respectful, and responsive. - Be tech-savvy with email, Word, Excel, etc. - Use common sense and clear communication. - Be accurate, thorough, and timely. - Be a team player who welcomes feedback and collaboration. - Show up consistently and ready to shine! EDUCATION & EXPERIENCE: - High school diploma or GED. - 1-3 years of mortgage lending and/or funding experience. OTHER REQUIREMENTS: - Must register with NMLS (fingerprints and background check required). - Valid driver's license and current auto insurance. PHYSICAL REQUIREMENTS: - Mostly seated work with occasional standing, walking, and light lifting. - Frequent use of hands and fingers (for typing and high-fives). WORK ENVIRONMENT: - Bright, comfy indoor office with moderate noise and great vibes. WORK SCHEDULE: - 40 hours/week with occasional overtime or meetings. - Flexibility to work at other OceanAir locations if needed. TRAVEL: - Minimal overnight travel (up to 10%)-land or air. Ready to make a splash in your career? Apply today and become part of the OceanAir family, where your work matters and your growth is supported! Salary Description $23 - $34
    $40k-61k yearly est. 60d+ ago
  • Loan Servicing Operations Specialist - Non Impound (Temp)

    Fremont Bank 4.3company rating

    Loan specialist job in Livermore, CA

    Title: Loan Servicing Operations Specialist - Non-Impounded (Temp) Hiring salary range: $22.21 - $27.16 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Operations team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under limited supervision, the Loan Servicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the Loan Servicing Department with respect to insurance for residential and consumer loans in accordance with specific instructions, policies, guidelines and procedures. The Specialist is to ensure timely updating of insurance information and tracking of expired insurance, subsequent force placement and monitoring for all residential and consumer loans. Roles and Responsibilities * Track expired fire insurance for non-impounded residential and consumer loans * Send requests to insurance agents to get updated insurance declarations * Call insurance agents when updated insurance has not been received * Update insurance information to the loan servicing MSP system from evidence of insurance received by mail and fax * Preparation of documents for scanning * Preparation of quality control findings and subsequent reports * Additional tasks as assigned Minimum Qualifications * High school graduate with some college level education or equivalent combination and experience * Minimum of 2 years customer service experience * Ability to maintain good relationship with customers and other employees * Analytical thinking ability, diplomacy, and professionalism are required * Task oriented with the ability to work on deadline * Excellent verbal and written communication skills * Moderate computer skills including working knowledge of Microsoft Office * Excellent customer service skills * Excellent organizational skills * Some knowledge of property fire insurance preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $22.21 - $27.16 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $22.2-27.2 hourly 37d ago
  • Mortgage Loan Processor

    1St. United Credit Union 4.1company rating

    Loan specialist job in Pleasanton, CA

    Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas. The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting Manage an assigned pipeline of 25-40 loans on a daily and weekly basis Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances Communicate with all parties involved in the transaction to keep them informed of file status Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures Communicate with various companies to obtain Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information What you'll bring: Five years to eight years of mortgage loan experience Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B) strong math and analytical skills and prioritization and time management Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period. Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location. 1st United Credit Union is an Equal Opportunity Employer
    $40k-49k yearly est. 60d+ ago
  • Business Account and Loan Servicing Representative

    Golden 1 Credit Union 4.3company rating

    Loan specialist job in Sacramento, CA

    TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members. TASKS, DUTIES, FUNCTIONS: Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment. Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products. Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures. Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business. Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks. Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards. Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes. Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance. Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values. Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position. Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency. Perform multiple internal queues and maintain service levels and regulatory requirements. Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success. Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively. Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty. Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system. Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations. Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business. Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented. Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur. Perform general account maintenance, which may include payment corrections. Perform post funding services, such as payoff requests and prepayment penalty calculations. Process loan payoffs, demands, and requests for reconveyance. Field inbound calls and member inquires. Must be able to perform amortizations of Commercial Loans. Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment. Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies. Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals. Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals. Perform additional duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics. EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred. EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required. KNOWLEDGE / SKILLS: Excellent PC skills, with the ability to learn and train in new software. Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts. Solid understanding of Commercial Loan Products Familiarity of business products, services and compliance requirements required. Excellent organizational, time management and communication (verbal and written) skills. Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same. Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities. Reliable work attendance Full-time hours required, with additional hours as necessary including weekends. Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within normal range. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 3/20/2025
    $25-26.5 hourly 16d ago
  • Mortgage Loan Officer- 8708 Merced

    American Financial Network 4.5company rating

    Loan specialist job in Atwater, CA

    American Financial Network, Inc. ("AFN") is reshaping the mortgage industry from what it was to what it should be. AFN is a multi-billion dollar mortgage lender. We have a fast-paced, energetic sales force with an unstoppable marketing machine, and state-of-the-art technology that has propelled us to a Top Mortgage lender for 5 years running, Top 100 mortgage companies in America for the last 3 years, 50 best companies to work for in 2017, America's Fastest Growing Companies the last 2 years and Top Mortgage Employer in 2017. Motivated employees from coast-to-coast are the reason we have been able to achieve these accolades. Fierce dedication to the company's winning principles, integrity, honesty and teamwork, gives AFN the edge to continually exceed the expectations of its employees and customers, and makes this a company people are proud to be associated with. These are the reasons AFN employees earned over $100 million dollars in 2016. Our Merced, CA branch is looking for two Loan Officers to join their team! Job Summary Under the direction of the Branch Manager, the Loan Officer facilitates commercial and/or residential mortgage loans, and advises borrowers on available finance options. Job Description: Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and regularly involved in activities related to selling loans away from the office. Develop and maintain relationships with real estate agents, financial planners, individual borrowers and builders, etc. Accurately obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. Meet with applicants to obtain information for loan applications and to answer questions about the process. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Review loan agreements to ensure that they are complete and accurate according to policy. Responsible for proper adherence to legal regulatory and company policies/procedures. Follow proper risk audit and compliance controls to mitigate financial risk to the organization while maintaining an environment focused on quality customer service. Responsible for ensuring that outstanding service is delivered to our customer and clients. Perform business development activities to increase recurring production including: maintenance of a client database, client and customer calling/monitoring efforts and additional activities as proposed by management. Manage a loan pipeline and the loan process to ensure loans fund in a timely manner. Interact with various corporate functions i.e. legal & compliance, operations risk, underwriting, closing, technology, etc., to improve the loan servicing process, minimize risk and improve performance tracking and controls. Develop and maintain relationships with real estate agents, financial planners, individual borrowers and builders, etc. Attendance requires regular, reliable and punctual attendance. Follow proper risk, audit and compliance controls to mitigate financial risk. Handle customer complaints and take appropriate action to resolve them. Stay abreast of new types of loans and other financial services and products to better meet customers' needs. Review and update credit and loan files. Submit applications to credit analysts for verification and recommendation. Analyze potential loan markets to develop prospects for new loans. Assist in defining existing loan products and developing new loan products to improve profitability and sales execution. Other duties as assigned. Essential Function: Originate residential real estate mortgage loans. This includes obtaining applications as well as coordinating and assisting in the processing and closing of loans. The Loan Officer will develop and maintain existing client relationships as well as identify and pursue potential new customer opportunities. Responsible for making sound decisions based on a mixture of data analysis resources and experience, use rigorous logic, seek complete course of action in decision making, and articulate recommendations in writing and verbally. Consistently meet or exceed company goals, and meet and maintain all licensing requirements including continuing education. Qualifications Two to three years of experience in a loan origination experience. NMLS state and federal. Knowledge of conventional and/or government guidelines. Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending. Ability to manage a heavy pipeline of 50 plus loans. Teamwork and customer service oriented. Self-motivated and highly organized. Familiar with FHA and HUD guidelines. Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences. Ability to analyze and comprehend complex financial data and provide financial alternatives. Professional and effective interpersonal skills. American Financial Network, Inc. NMLS #237341 is an Equal Opportunity Employer.
    $36k-51k yearly est. 16d ago
  • 2023-075 Loan Recovery Officer

    Bank of Stockton 4.0company rating

    Loan specialist job in Stockton, CA

    Manages and services a portfolio of the Bank's adversely-graded loans (“Special Loans”) to preserve loan principle and secure interest. Collects payments on delinquent Real Estate loans. Develop repayment plans to accommodate customer and Bank needs. Structure loan/repayment terms within established limits. Collect assigned delinquent Real Estate loans. Maintain tickler system on accounts to ensure proper follow-up. Conduct “skip-tracing” on all accounts. Arrange for property repossessions and foreclosures. Receive and initiate appropriate action on bankrupt accounts. Develop network of credit contacts as resource in recovery accounts. Resolve legal issues regarding non-payments. Maintain awareness of current collection and lending laws for all types of loans. Court appearances as required. SECONDARY DUTIES The position of Loan Recovery Officer performs duties specific to the position and other function as assigned. COMPLIANCE RESPONSIBILITIES Must be familiar with all deposit related regulations and receive training on a regular basis as appropriate. This includes but in not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations. Employee must also have knowledge of all lending related regulations including but not limited to: Reg Z, FEMA, HMDA, Fair Lending, FCRA, RESPA, and Predatory Lending. The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis. This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems. SUPERVISORY RESPONSIBILITY The position of Loan Recovery Officer is responsible for the supervision of Loan Recovery Specialists. ENVIROMENTAL AND PHYSICAL ACTIVITY The Loan Recovery Officer is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc, This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching. This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), money counter, typewriter, computer terminal, personal computer and related printers. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MENTAL DEMANDS Employee must be able demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions. MINIMUM 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, skill and /or ability required to perform the position in a satisfactory manner. Individual's abilities may result in some deviation from these guidelines. Knowledge of Bank collection procedures and systems Working knowledge of bankruptcy laws Good oral and written communication skills Negotiation skills Knowledge of laws and regulations applicable to Special Loans (e.g., truth-in-lending, fair credit reporting) 3 - 5 years of collection experience
    $33k-42k yearly est. 16d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Modesto, CA?

The average loan specialist in Modesto, CA earns between $22,000 and $78,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Modesto, CA

$41,000
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