Commercial Loan Processor
Loan specialist job in San Diego, CA
Ultimate Staffing is actively seeking an experienced Commercial Loan Processor to join their client's reputable financial institution in San Diego. This role requires an individual with a keen eye for detail and a strong understanding of the commercial loan process. The Commercial Loan Processor will be responsible for ensuring that loan applications are processed efficiently and accurately, meeting the standards of the institution.
Responsibilities
Reviewing and verifying loan applications to ensure all necessary documentation is complete and accurate.
Coordinating with loan officers, underwriters, and other relevant parties to gather and process loan documentation.
Maintaining organized and up-to-date records of all loan transactions and documentation.
Communicating with clients to obtain additional information or clarification on loan applications.
Ensuring compliance with all applicable regulations and company policies throughout the loan processing cycle.
Assisting in the preparation of loan closing documents and coordinating the loan closing process.
Providing excellent customer service and addressing any client inquiries or concerns promptly.
Working collaboratively with team members to streamline loan processing procedures and improve efficiency.
Qualifications
Education requirement is high; a degree in finance, business, or a related field is preferred.
3+ years of previous experience in commercial loan processing
Proficient in Excel, Word, Outlook is required
Experience with Symitar, LaserPro and or LaserPro SBA is preferred
Effective communication and interpersonal skills.
Ability to work independently and as part of a team.
Required Work Hours
The position requires availability during standard business hours, Monday through Friday. 8am-5pm
Benefits
The company offers a comprehensive benefits package including health, dental, and vision insurance, along with opportunities for professional development and advancement.
Additional Details
Salary: $26 - $28 per hour, Contract role for 3 months in Scripps Ranch
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Loan Servicing Specialist
Loan specialist job in Irvine, CA
Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors.
Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023.
Website: ***************************
Duties & Responsibilities
This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs
Monitoring loan maturity dates and reaching out to customers as necessary
A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records
Perform a variety of clerical tasks (including data entry and updating loan files
Prepare payoff statements and send to the customer
Ensure all applicable loan documentation is uploaded to image repository system
Handle loans that are complex in nature ensuring all documentation is complied with
Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc.
This position is responsible for maintaining and updating critical loan data within the servicing system
Respond to phone calls/emails regarding questions on loan payment/transfer letters
Maintain high levels of customer service at all times
Qualifications:
Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred
Proficient in Word, Excel, and all Microsoft products
Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service
Background in banking, mortgage, financial services & customer services - Required
Highly organized, and comfortable using database systems and common office software programs
Education:
H.S. Diploma required - additional education preferred
Compensation:
Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly
Onsite -Irvine, CA - M-F - 8AM - 5PM
Benefits:
Paid time off
Health insurance
Dental insurance
Vision
401k plan
Company Events
Great Team Culture!
Loan Analyst
Loan specialist job in Napa, CA
Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service.
Key Responsibilities
Funding Loans:
o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions.
o Receive funding packets as assigned by department and manage funding from various incoming channels.
o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.).
o Manage and continue to maintain all data and updates within the LOS throughout the funding process.
o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan.
o Discuss loan options and programs with Members and vendors to ensure quality Member service.
o Identify cross sell opportunities that will benefit Member.
o Analyze credit report, credit applications to ensure credit requirements and loan policies are met.
o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met.
Department and Consumer Loan Officer Support:
o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service.
o Report daily any problems or concerns with specific loan files.
o Propose new or improved processes that will improve current file flow.
o Provide exceptional service to all Members, volunteers, internal team members, and vendors.
o Review and complete lending reports as needed or assigned.
Other functions:
o Research and resolve Member or team member concerns as directed.
o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members.
Minimum Qualification: Knowledge, Skills and Abilities
2 years of experience in consumer lending industry or closely related field.
Thorough knowledge in the use of Internet-based loan origination software.
Knowledge of lending principles, practices, rules, regulations, and sales.
Ability to calculate income from paystubs, tax returns and or business returns.
Knowledge of compliance requirements.
Skill in the operation of personal computers and general office equipment.
Ability to communicate effectively both verbally and in writing.
Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.
Ability to act independently and confidentially, using discretion and tact.
Ability to analyze situations and recommend workable solutions.
Ability to coordinate a variety of activities simultaneously and prioritize work.
Ability and desire to work in and contribute to a team environment.
Mortgage Loan Closer
Loan specialist job in Moorpark, CA
SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved.
We are also offering a 750$ sign on bonus for candidates that are on assignment for 90 days!
The main responsibilities of this position are:
Review and analyze loan data, ensuring accuracy and completeness
Prepare and assemble closing documents, including the final closing disclosure and settlement statements
Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction
Coordinate closing logistics, scheduling signings and ensuring all necessary documentation is
Ensure compliance with all federal, state, and investor loan closing regulations
Maintain accurate closing schedules and deadlines
The ideal candidate will possess:
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
What does this role offer when you are converted to a permanent employee:
The chance to work for an Established Nationwide Industry Leader and Dedicated Mortgage Lender that is publicly traded and has a track record of performance.
Comprehensive benefits including Medical, Dental, Vision, EAP, Tuition Reimbursement, and Vitality Health & Wellness Discounts.
Opportunity to earn a performance incentive each quarter up to $2,900. This can be as much as $3 to $4 more an hour above your base salary.
Fun and supportive company culture and perks including associate driven engagement teams, snack carts, gym access (site specific), subsidized onsite meals, casual dress code, and accessible leaders
Career Growth within the company with learning development and structure upward mobility paths.
Business Resource Groups to support career growth and networking for several affinity groups including we EMRG (Women), HOLA (Hispanic), SERVE (Military), PRIDE (LGBTQ+), BOLD (Black/African American), Asian American & Pacific Islander
Mission and Vision
We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies.
We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.
Inclusion and Diversity Statement
We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we've 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, perspectives; to be their whole selves.
Benefits offered - Health insurance, sick leave, 401(k)
Salary range $28/hr W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
Benefits offered - Health insurance, sick leave, 401(k)
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres 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. For more information on your rights, click here: ***********************************************
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: *********************************************************
Direct Loan Processor
Loan specialist job in Sacramento, CA
Company: LHH - Banking
Start: ASAP
Salary: $41,600-45,760
Key Responsibilities:
Manage high volumes of inbound and outbound loan-related calls while efficiently processing loan applications.
Prepare, review, and audit loan documents for accuracy, compliance, and completeness.
Verify borrower information and obtain DMV documentation to properly record liens on collateral.
Identify and mitigate potential fraud, suspicious activity, and identity theft.
Collaborate with internal teams (IT, branch staff, back-office, and management) to ensure smooth loan processing.
Respond promptly to member inquiries via phone, email, Team chat, and web messaging, maintaining professionalism and clarity.
Maintain and update loan processing systems and knowledge bases with high attention to detail.
Conduct financial analysis and verification to satisfy loan conditions for funding.
Participate in virtual meetings, video conferences, and other online collaboration tools.
Foster a positive, courteous environment for members, colleagues, and external partners.
Continuously develop technical and problem-solving skills to improve departmental performance.
Qualifications & Requirements:
High school diploma required; some college preferred.
3+ years experience in a fast-paced, high-volume call center or loan-processing environment.
Strong multitasking skills and ability to work accurately under pressure.
Advanced technical proficiency with Microsoft Office, loan software, and internal communication platforms.
Excellent verbal and written communication skills with professional customer service approach.
Ability to maintain compliance with state and federal lending regulations.
Knowledge of auto and personal loans, DMV lien filing, and banking procedures is a plus.
“Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance”
Bridge Loan Officer
Loan specialist job in Los Angeles, CA
Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high-touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate debt fund based in Orange County, CA. The firm is looking to hire an experienced commercial real estate lending professional with bridge loan experience to lead originations in the Los Angeles market.
The Opportunity
As the Bridge Loan Officer leading the Los Angeles region, you will be responsible for driving growth, building relationships, and ensuring strong deal execution. Core responsibilities include:
Originate and close new loan opportunities, with a focus on bridge loans, across the Los Angeles market.
Develop and maintain relationships with real estate investors, brokers, and agents.
Build a strong pipeline of high-quality loan prospects.
Structure competitive loan solutions aligned with client needs and company goals.
Partner with underwriting, processing, and closing teams to deliver smooth, timely fundings.
Compensation: Competitive Base Salary plus uncapped commission potential.
What You'll Bring
Professional experience and the skills required for the position include:
Bachelor's degree in real estate, finance, business, accounting, or related field.
3-5+ years in commercial lending/banking/financial services with a track record of exceeding goals.
Active NMLS registration.
Mastery of commercial loan structures, underwriting, and risk.
Fluent in financial statements and credit analysis.
Elite communicator and negotiator; relationship builder across clients and internal teams.
CRM discipline and strong Excel proficiency.
SAP Specialist
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.
Hiring Loan Officers - High Lead Volume | Massive Lender Access
Loan specialist job in Anaheim, CA
If you're a Loan Officer who knows you could produce more with the right support, this is the opportunity.
Your Favorite Lenders is expanding our internal and external LO teams, and we've built a system designed for one thing:
👉 Helping you close more loans, faster.
🔥 What Makes Us Different
📌 Lead Flow That Actually Converts
We invest heavily in inbound channels and agent relationships so you stay busy year-round.
Daily purchase & refi leads (50/50 mix)
High-intent investor, homeowner, & agent referrals
Automated routing + rapid-engagement workflows
Tech-enabled follow-up system that boosts conversions
If you can sell, we can keep your pipeline full.
📌 Elite Processing & Ops Support
Our processing system is built for speed, consistency, and borrower satisfaction.
Fast setup & submissions
Dedicated scenario/pricing team
Clear time-in-stage speeds
Automated borrower updates
Ops that make
you
look like a top producer
This is where LOs gain back hours every week.
📌 A Tech Stack That Makes You Faster
We run a modern, integrated workflow - no outdated bottlenecks.
Tools include:
Follow Up Boss (CRM)
Arrive (LOS)
Automated lead workflows
Pricing & scenario support
Centralized communication channels
Everything is designed to help you move quicker and close more.
📌 Massive Lender Network
We provide a wide lender database that gives you options for nearly every scenario.
More approvals → More wins → More referrals.
📌 Real Agent Relationships
We've built strong local Realtor partnerships that continually generate business and deepen your network.
Who Thrives Here
LOs who want high activity
LOs who value speed & communication
LOs frustrated with slow ops or weak lead flow
LOs looking for structured systems and real support
W-2 or 1099 LOs ready to grow their book
If you can sell and follow the system, you'll make money here.
Mortgage Loan Officer
Loan specialist job in Bellflower, CA
🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA)
Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence.
If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you.
What We're Looking For:
✔️ 3+ years of loan origination experience
✔️ Comfortable working with complex client scenarios
✔️ Strong communication skills - Bilingual (English/Spanish) preferred
✔️ NMLS & CA DRE licenses required
✔️ In-office position (not remote) at our Bellflower headquarters
✔️ A true self-starter who knows how to turn leads into closings
✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence
What You'll Do:
Receive qualified leads from our marketing and referral network
Build and maintain strong client relationships
Strategize financing options for a wide variety of borrowers
Follow up consistently from first contact to closing
Represent Loanplex Mortgage with professionalism and integrity
Who We Are:
Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us.
If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect.
Let's fund dreams forward. 🏡💼
Send your resume and a brief introduction to ************************* Or Call ************
Warranty Specialist
Loan specialist job in Chino, CA
Job Title: Warranty Specialist
Duration: 12 months
Pay Rate: 25.50 USD per hour
Shift Timing: Monday to Friday, First Shift, 06 am to 02:30 pm
Ensures that complaints are resolved effectively and without delay and that those not resolved at the entity organization level have been escalated and taken into account in the competent entities. Drive Customer Centricity - for the entity.
What do you get to do in this position?
- Ensure that complaints are resolved effectively and without delay and those not resolved have been escalated to the appropriate entity
- Collaborate with other organizations in order to contain, correct, and prevent problems affecting customers.
- Utilize I2P tools to process claims on a timely basis
- Ensure that Complaint process is supported with warm loop
- Share critical customer feedback information with management and all employees at all levels of meetings and on information boards
- Work in collaboration with continuous improvement engineer
- Update Logistics dashboard
- Assist with customer satisfaction and quality related projects as needed
Key Responsibilities:
- Act as the Customer Experience advocate.
- Drive Customer Centricity in entities.
- Ensure the Customer Experience is measured according to the Business priorities.
- Define and follow-up the improvement action plan and priorities with the Business stakeholders.
- Ensure that Customer dissatisfactions are solved quickly and effectively through containment, correction and prevention steps.
Loan Underwriter
Loan specialist job in Irvine, CA
Essential Functions
Underwrite business purpose bridge or construction loans in compliance with credit guidelines.
Review loan files for completeness, identify missing documentation, and approve borrower background.
Collaborate with Sales, Processors, Managers and Closers to communicate guideline requirements and finalize loan scenarios.
Must be able to prioritize time sensitive deadlines.
Manage pipeline of 60+ loans with efficiency and accuracy.
Analyze valuations for accuracy, risk and detail review of comparable market sales.
Participate in weekly pipeline meeting.
Identify and evaluate strengths, mitigating factors, and weaknesses of the loan request and escalate risks and issues.
Prepare and submit exception memos for scenarios falling outside guidelines.
Perform duties and responsibilities specific to department functions and activities.
Performs other duties and responsibilities as required or assigned by Manager.
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment.
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking.
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner.
Effective organization and time management skills.
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability.
Strong team player with the ability to work effectively in a cooperative and diverse environment.
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals.
Proven ability to partner with clients to identify business challenges and effective strategies/alternatives to mitigate them.
Highly self-motivated and self-directed.
Advanced use of Microsoft Office Suite with emphasis on advanced excel skills.
Financial analytical analysis with math and general accounting knowledge.
Education and Experience
2 years' experience underwriting business purpose and/or multifamily, commercial lending.
2 years' experience reviewing guarantor and borrower background reports, valuation analysis, including entity documentation to determine ownership and borrower structure.
5 years of analytical experience within financial services, commercial banking, or business purpose lending.
Accessibility
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************.
Subsurface Specialist
Loan specialist job in Santa Clara, CA
The GPR Sales & Service Representative is a hybrid role combining technical field work and customer relationship development. This position is responsible for performing Ground Penetrating Radar (GPR) services while also serving as a front-line business development representative to expand client relationships and grow revenue. The ideal candidate has a strong technical foundation in GPR scanning, a customer-first mindset, and the communication skills necessary to identify opportunities, educate clients, and build long-term partnerships.
Duties and Responsibilities:
• Perform GPR scanning and data interpretation with precision and professionalism on active job
sites.
• Deliver on-site solutions, mark-outs, and reports in alignment with Penhall's quality and safety
standards.
• Engage clients before, during, and after service to build relationships and identify future needs.
• Actively pursue new business opportunities by identifying prospects, visiting job sites, and
networking with key contacts.
• Collaborate with Account Managers and Branch Leadership to expand service offerings and
cross-sell where applicable.
• Create quotes, proposals, and follow-up correspondence with clients as needed.
• Serve as a trusted advisor to customers by explaining results, offering technical guidance, and
solving problems on the spot.
• Partner with dispatch and operations to ensure scheduling aligns with customer deadlines and
expectations.
• Track client interactions, leads, and opportunities through CRM or sales tracking systems.
• Represent Penhall at industry events, safety meetings, and project kickoffs when requested.
• Promote Penhall's commitment to safety and professionalism at every customer interaction.
• Other duties as assigned by your manager.
Required Skills and Abilities:
• Proven field experience with GPR scanning or similar nondestructive testing (NDT) methods • Strong interpersonal skills and professional demeanor
• Self-starter with the ability to manage time independently
• Ability to identify client needs and recommend appropriate services
• Clear verbal and written communication skills
• Competent in report writing and technical documentation
• Basic sales aptitude and comfort with customer follow-up
• Proficient in Microsoft Office; CRM experience a plus
• Ability to work in varying environments and travel locally to job sites
Essential Core Competencies:
• Technical Expertise: Applies GPR knowledge accurately in the field
• Business Acumen: Understands client goals and aligns services to add value
• Communication: Explains technical concepts clearly to non-technical audiences
• Time Management: Balances field work with sales development effectively
• Accountability: Follows through on commitments and manages client expectations
• Team Collaboration: Works well with dispatch, ops, and sales to ensure delivery excellence
• Customer Focus: Commitment to providing excellent service and resolving issues to meet
customer needs.
• Attention to Detail: Ensures accuracy in scheduling, dispatch, and equipment management.
• Safety Conscious: Proactively enforces safety standards and promotes a safety-first culture.
• Action Orientated: Taking on new opportunities and tough challenges with a sense of
urgency, high energy, and enthusiasm.
Education and Experience:
• High school diploma or equivalent required; technical certification in GPR or related field
preferred
• 2+ years of experience in GPR or construction scanning preferred
• Prior sales or customer-facing experience in construction or industrial services is a strong plus
Physical Requirements:
• Ability to lift 50+ pounds and carry field equipment
• Regular exposure to outdoor conditions and construction job sites
• Requires driving to multiple job locations within a defined territory
• Must be able to stand, walk, or crouch for extended periods
Legal Disclaimer:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a))
This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
Report Specialist
Loan specialist job in Vernon, CA
About the Company:
This is a fast-paced retail and e-commerce company specializing in apparel and lifestyle products. The team is collaborative and detail-oriented, supporting both brick-and-mortar stores and online sales channels.
Role Overview:
The Data Entry / Report Specialist will support retail operations, customer service, and reporting. This is a temporary-to-permanent position filling in for an employee on leave.
Key Responsibilities:
Retail Store Support:
Process seasonal and replenishment orders, including pick tickets, UPC labels, and invoices.
Communicate replenishment status and shipping updates to retail stores.
Maintain POS systems, including uploading stock and making inventory adjustments.
Process store RMAs and adjust stock accordingly.
Customer Support:
Process bounced back orders (Return to Customer).
Manage FedEx claims and Shopify chargebacks.
Support online returns via ReturnGO as needed.
ERP - Style Master:
Create new product styles and update existing ones.
Upload product images and generate UPCs.
Export styles to JOOR when applicable and manage product URLs.
Send UPC/QR code labels to vendors.
NuOrder:
Create and maintain linesheets.
Upload style images and make updates as needed.
Additional Support:
Assist with WSL-related tasks and gift order processing/invoicing.
Print UPC/QR codes as requested by DC.
Reporting:
Generate weekly Work-in-Progress (WIP) Flow report.
Produce weekly Exchange Tracking report and UPC reports.
Generate additional reports as requested by the Operations team.
Temp-to-Perm Data Entry / Report Specialist
Location: Vernon, CA (3 days onsite)
Pay: $30hr
Start Date: ASAP - urgent
Schedule: Part-time, 3 days per week
Yardi Specialist
Loan specialist job in Newport Beach, CA
Founded in 1988 by Kenneth Picerne, The Picerne Group is an investment company that focuses on distressed debt, apartment acquisition, land acquisition, entitlement and apartment development. The Picerne Group creates above market returns by strategically capitalizing on its most significant competitive advantage: the ability to finance the acquisition of unentitled land. The Picerne Group acquires premium sites for multifamily development in areas that are supply constrained and have growing employment.
The Picerne Group's development business focuses on Class A properties in its core markets of Southern California, Denver and Las Vegas. The Picerne Group is positioned to capitalize on rare development opportunities because of its liquidity and banking relationships. Additionally, its entrepreneurial yet professional approach to investing allows the company to take measured entitlement risk that institutional investors and less well capitalized sponsors cannot.
Job Description Overview
The Yardi Administrator will be the in-house Yardi expert, responsible for technical support, platform management, integrations, and implementations for corporate and a portfolio of operating apartment properties. This role requires a strong understanding of the Yardi multi-family platform and will be the main point of contact for our corporate and on-site team to ensure timely resolution of support issues.
Essential Duties
Provide day to day operational troubleshooting for our corporate and on-site property users
Identify areas of improvement for our current Yardi modules, which include but are not limited to, Property Management, RentCafe, GL, Procure to Pay, Payscan, Maintenance IQ, Job Cost and Investment Management, for both Yardi Voyager and Elevate platforms
End-to-end project management
Input and manage escalated Yardi tickets from internal team
Serve as liaison for new property set up for operations once construction is completed
Create and update leases and addendums in Yardi usings FillDocs
Test and troubleshoot integrations, upgrades, and new modules
Collaborate with new partnerships and Yardi for integration and programming
Complete, manage, and maintain report scheduling and task optimization
Create custom reports as needed
Manage and review Yardi billings
Identify opportunities and prioritize new products and initiatives
Attend annual Yardi conference
Manage Yardi users (add, disable, maintain security settings, etc.)
Assist Accounting with the following requests:
Create GL accounts
Update account trees
Update security for access
Update/edit/remove permissions
Update/edit/remove roles and workflows
Create and setup entity/property/job
Update/edit/remove roles
Setup out of office
Troubleshoot any issues with the above
Additional duties or responsibilities as assigned
Qualifications
Multi-family experience required
Knowledge of accounting principles preferred
5+ years of Yardi experience including both property accounting and technical support/system administration
Intermediate knowledge of SQL, custom reporting, and technical support in Yardi
Strong project management skills and understanding of system integrations
Advanced excel skills
Strong attention to detail, problem-solving and process improvement skills
Must be a team-player who takes initiative
Strong communication skills required
Must have a passion for learning new technology and developing innovative solutions
Report to: Corporate Controller
Salary Range: $95,000-$125,000
Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.
Open Order Representative. Default Services -Loan Modification
Loan specialist job in Irvine, CA
Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven
to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
This is an in-office position located in Irvine, CA.
A DAY IN THE LIFE
In this role, you will…
· Open incoming mail, sort and assign to our recording team members.
· Perform quality control checks of documents
· Perform data entry into our data bases and other documents as required.
· Utilize UPS for tracking of incoming and outgoing documents.
· Answer phone calls and emails from our clients.
· Close out orders and maintain manifests of documents being sent back to clients.
WHO YOU ARE
You possess …
· A penchant for excellence. You will use your strong attention to detail to maintain our quality standards.
· The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients.
· Excellent verbal and written communication skills.
· The ability to react to change.
Responsibilities
· Open incoming mail, sort and assign to our recording team members.
· Perform quality control checks of documents
· Perform data entry into our data bases and other documents as required.
· Utilize UPS for tracking of incoming and outgoing documents.
· Answer phone calls and emails from our clients.
· Close out orders and maintain manifests of documents being sent back to clients.
· All other duties as assigned
Qualifications
· High School diploma or equivalent required.
· 1 -2 years' experience working in an office environment.
· 1-2 years' recording experience is preferred.
· Familiarity with the Loan Modification Process is a plus.
· Proven customer service skills.
· Must be able to use and have basic computer skills and be proficient in the Microsoft software products.
· Must be able to multi-task.
· Must be capable of meeting daily production goals with a high level of accuracy.
· Critical reasoning and thinking skills required.
Auto-ApplyBilingual Loan Specialist
Loan specialist job in Pleasanton, 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!
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/ hour
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.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
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 Setup & Disclosures Specialist
Loan specialist job in Costa Mesa, CA
With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs.
The Opportunity:
The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process.
This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $23.40-$28.60 per hour.
Job Duties and Responsibilities:
Review/Prepare Initial Disclosures
Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met.
Prepare initial disclosures for client to review or issue to meet timing requirements.
Review Submission Requests
Review loan submission documents for completeness to submit to underwriting.
Index and status submission documents accordingly.
Add conditions for required items that are missing at the time of submission.
Issue Notice of Incomplete Application for incomplete submission files.
Review and Redisclose Change of Circumstance
Review COC requests to confirm validity and determine if redisclosing is required.
Redisclose disclosures within TRID timing requirements.
Issue Closing Disclosures
Validate Closing Disclosure requests on Doc Request Form.
Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure.
Confirm Closing Disclosure meets loan term requirements and compliance.
Task Coordination and Communication
Assist clients with disclosure and submission related issues or questions.
Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests.
Mail disclosures that have not been consented within TRID timing requirements.
Manage pipelines and dashboards to ensure tasks are completed within turn time.
Requirements
Minimum two years of mortgage related role(s)
Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines
Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM
High School Diploma or equivalent
Proficient in using mortgage loan operating software and systems
Strong computer skills, including proficiency in Microsoft Office applications
Excellent written and verbal communication skills for interacting with internal and external relationships
High level of attention to detail
Ability to manage multiple tasks and prioritize workload to meet deadlines
Ability to work effectively in a team and collaborate with other departments
Flexibility to adapt to changes in policies and procedures
Benefits
Comprehensive Health Care Package (Medical, Dental & Vision)
Life Insurance Options (Basic, Voluntary & AD&D)
Generous Paid Time Off (Vacation & Holidays)
Retirement Savings Plan (401k)
Short-Term & Long-Term Disability Coverage
Family Leave Benefits
Wellness Support Resources
JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin.
DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
Auto-ApplyCommercial Loan Processor I - SBA
Loan specialist job in Livermore, CA
Job Title: Commercial Loan Processor I - SBA Hiring Salary Range: $25.95 - $33.65 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 SBA Loans 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
The Commercial Loan Processor I - SBA supports the SBA loan production by gathering the documentation and information needed for Fremont Bank to make sound lending decisions and to close and fund SBA 7a loans. This role assists in both underwriting and closing of SBA 7(a) loans and requires direct communication with SBA clients. Ideal candidates are positive, motivated team players who can work independently and collaboratively within a high-performing team. Strong attention to detail and excellent written and verbal communication skills are essential. The role also demands compliance with SBA program requirements and a willingness to learn. As a key contributor to the SBA Lending channel, the SBA Loan Processor helps ensure timely, accurate loan delivery while providing 'Six Diamond' service to both internal and external customers..
Role and Responsibilities
Loan Documentation & Processing
* Order reports and documents required to evaluate credit worthiness and SBA compliance
* Close Small SBA loans as assigned working with document prep and funding team
* Review of loan documents for Small Loans and Servicing Actions
* Submit ETRAN for new loan applications and pre-score
* Processing Loan Modifications and Servicing Actions
* Responsible and accountable for SBA loan documentation compliance
* Processing Loan Modifications and Servicing Actions
o Assist Portfolio Manager in collecting and uploading financial statements
o Pulling reports as needed for annual reviews and servicing actions
* Make updates to ETRAN when required
* Assist in reviewing and processing construction and other loan disbursement requests
* Input loan data into internal systems and maintain accurate records throughout the loan lifecycle.
* Assist in reviewing and processing construction and other loan disbursement requests
Compliance & Quality Assurance
* Ensure all Small loan files meet SBA and bank regulatory standards prior to submission and closing.
* Monitor post-close loan conditions and follow up on outstanding items to ensure timely resolution.
Client & Team Support
* Provide exceptional service to internal stakeholders and external clients, maintaining a high level of professionalism and responsiveness.
* Communicate loan status updates to clients and team members throughout the process.
* Achieving departmental goals for loan volume, accuracy, and service excellence.
Operational Efficiency
* Identify opportunities to streamline loan processing workflows and improve turnaround times.
Training & Development
* Participate in ongoing training to stay current with SBA program changes, lending regulations, and internal procedures.
* Collaborate with senior processors and management to develop skills and advance within the department.
Minimum Qualifications
* Associate Degree in Business/Finance or equivalent related experience
* A minimum of one plus years of previous banking, loan processing/closing experience
* Experience in processing SBA 7a and/or commercial loans (CRE, C&I, Construction) preferred
* Experience in nCino or similar loan origination systems is preferred
* Must possess excellent organizational, communication, writing, and customer service skills
* Ability to handle multiple projects and assignments while delivering a quality work product
* Proficient in Microsoft Suites
* Basic knowledge of tax returns and various types of financial statements 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, sick time, and parental leave
* 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 $25.95 - $33.65 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.
Member Loan Specialist I,II
Loan specialist job in San Diego, CA
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.
DIMENSIONS
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
Consumer loan annual funding goal: 120
Real estate loan annual funding goal: 36
New member annual goal: 120
Consumer loan protection products: 33% loan penetration
Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
NATURE & SCOPE
Member Loan Specialist I
Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.
Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.
Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.
Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.
Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services.
Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently.
Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.
Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.
Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls.
Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.
Performs other relevant and related duties as required .
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition:
Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.
Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.
Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Education, skills, & abilities
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
Previous experience in a call-center preferred.
Excellent communication skills; sound judgment, and attention to detail.
Ability to work in a fast-paced call center environment.
Previous experience with Microsoft Windows applications is preferred.
Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.
Major Accountabilities
Ensure sales and service goals are met.
Present a friendly, outgoing and positive demeanor.
Process new accounts and/or loans accurately and completely.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting and/or standing.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Member Loan Specialist
MLS I - $21.5468-$26.9336
MLS II - $23.9440-$29.9330
Auto-ApplyLoan Processor
Loan specialist job in Manteca, CA
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
* Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
* Assemble the complete loan package in proper order for underwriting.
* Verify all required documentation (pre-underwrite) in the file.
* Complete the required loan checklist.
* Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
* Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
* 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 Property Survey, Flood Certificate, Title Commitment, and payoff information.
* Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
* Manage pipeline by completing and submitting reports within allotted turn-around times.
* Assist set-up of loans.
* Document all communication related to the loan application in the conversation log.
* Train and assist supervision of new Loan Processors and other processing personnel.
* Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
* Available to work varying hours and overtime if needed.
Qualifications and Skills:
* Bachelor's degree and/or equivalent combination of education/experience.
* Bilingual preferred.
* Minimum of 3 years' residential mortgage processing experience.
* Experience with Encompass.
* Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
* Knowledge of DU, LP, Microsoft Office, and Windows.
* Excellent math and analytical skills.
* Excellent communication skills.
* Excellent prioritization and time management skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
* Hourly Rate: 26.00 - 32.00
* Bonus Eligible if applicable
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************