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  • SBA Loan Specialist

    Washington Trust Bank 4.7company rating

    Loan specialist job in Boise, ID

    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve. Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required. The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals. Essential Functions Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site. Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs. Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary. Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans. Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client. Works with relationship managers to help ensure an integrated and seamless approach to servicing the client. Participates in client relationship planning as it relates to SBA lending. Manages and assists with the management of SBA loan projects as needed by Relationship Managers. Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies. Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure. Maintains proficiency regarding current Bank and Divisional policies and procedures. Perform compliance and risk management duties as required or assigned Qualifications 5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects. Knowledge of SBA Standard Operating Procedures. Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis. Knowledge of government regulations surrounding SBA lending. Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field. Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients High degree of PC based technical skills, including proficiency with the Microsoft Suite of products Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor. Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts. Ability to work well with people with diversified personalities. Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower. Compensation: $64,279 - $96,419 The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan. Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987 What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $42k-63k yearly est. 1d ago
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  • Mortgage Loan Officer-Idaho

    Banktalent HQ

    Loan specialist job in Idaho Falls, ID

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Work location flexible within Zions locations with available work space in Idaho You have the drive, ambition and skills, and we want to give you the opportunity. Zions Bank is full of people just like you who share the same values and work ethic. Our diverse workforce offers endless opportunities to expand your skills and gain valuable experience that will help you advance your career. Let's talk about how we can help one another succeed. You will: Be responsible for soliciting and bringing in mortgage business for the bank through previous contacts, relationships and referrals form real estate agents, builders, developers and branches. Ensure compliance with regulatory guidelines in the performance of loan originator duties. Interview potential applicants to develop information concerning their needs, desires and other information.; obtain and review pertinent financial and credit data. Be responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software. Ensure any re-disclosures are made timely. Order appraisals through system, arrange for title search and obtain necessary documents. Be responsible to communicate with the customer throughout the process and work with processors through closing. Originate residential home loan Qualifications: A college degree and 4+ years of mortgage lending origination experience preferred, including residential construction experience or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of mortgage lending, processing, credit analysis, mortgage laws and regulations. Ability to successfully solicit loans. Good problem solving skills. Ability to work independently. Strong interpersonal skills. Demonstrated ability to handle multiple priorities. Strong verbal and written communication skills. Ability to work effectively in high pressure environment. Ability to work with various types of computer software, including mortgage specific software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
    $27k-38k yearly est. 1d ago
  • Leave Specialist

    Roseburg Forest Products 4.7company rating

    Loan specialist job in Springfield, OR

    Purpose Provides support for all leave of absence cases. Effectively coordinates all leave cases to include general administration, comprehensive case management, and program compliance with all related employment and leave laws. Performs exemplary customer service and assistance to team members, leaders, and HR. Key Responsibilities Effectively communicate the company's leave of absence policy, programs, and relevant laws to team members, HR, and management, in alignment and under the guidance of the Leave Manager Interpret and administer leave programs and policies in accordance with the applicable federal and state employment laws (FMLA, ADA, USERRA, Pregnancy Discrimination Act, etc.) Administer all aspects of leave programs. Provide extensive case management and coordinate administrative aspects of the cases Collaborate with human resources leadership, payroll, and compensation teams to research and resolve employee leave issues Analyze leave claims or requests, determines employee eligibility, and independently approves and/or denies leave cases based on relevant medical information and policy Coordinate and organize all medical information and ensures that HIPAA and Employee Privacy guidelines are closely monitored and effectively executed Document and track all leaves cases, as well as adjust time, pay, and employment status in the UKG WorkForce Ready system as needed Work closely with team members to ensure that all relevant completed medical documentation is submitted for timely review. Maintains appropriate contact with all team members on leave and coordinates all aspects of return to work for team members on leave Communicate any updates to management/HR on team member's leave of absence or return to work status as well as manages team member return to work or separation of employment Report and manage metrics and analytics for all leave cases. Present reports as requested Partners closely with HR on all leave cases Serve as backup and provide support to on-site human resources for operations team member leaves Manages STD/LTD programs in conjunction with the benefit team. Ensures that all disability claims are coordinated with FMLA or general medical cases Serve as the point of contact for the appeal process with the State of Oregon for Family Paid Leave appeals, or similar programs Assists in the creation and facilitation of leave administration training Other duties as assigned Model Company core values Required Qualifications 2+ years of HR, Benefits, Leave Administration/Management or related experience Preferred Qualifications Experience in multiple state leave administration Bachelor's degree in Human Services, Human Resources, or related field PHR/SPHR Certification Completion of specialized certification or training on FMLA/leave administration About Roseburg Forest Products Founded in 1936, Roseburg Forest Products is a privately held company based in Springfield, Oregon. With a legacy in sustainable forestry and innovative wood products manufacturing, we are a leading North American producer of engineered wood, exterior trim, plywood, lumber, and medium density fiberboard (MDF). Our products shape and support homes, workplaces, and industries, while our timberlands protect forest health for future generations and provide high-quality wood fiber for our integrated operations. At Roseburg, we believe in making lives better from the ground up through the products we create, the relationships we build, and the communities we support. Our team of passionate professionals value safety, integrity, and excellence in all we do. From the mill to the forest to the office, you'll find opportunities to grow and contribute to a company that cares for people, communities, and the environment. Learn more about who we are and what we do at ***************** Benefits at Roseburg Roseburg offers a comprehensive and competitive benefits package to support the health, financial security, and well-being of our team members and their families. Key benefits include: Bonus opportunities based on company and individual performance 401(k) with up to 4% company match and 3% automatic company contribution Vacation starting at 3 weeks and 11 paid holidays per year Company-sponsored medical, dental, and vision insurance Company-paid life, AD&D, and long-term disability insurance options Mental health benefits for the entire family, including 8 free annual sessions per person Wellness programs and incentives, including biometric screenings & wellness challenges Paid time away from work for illness or injury, as well as paid parental bonding time Health Savings Account (HSA) with company contributions and Flexible Spending Account (FSA) options Company match for charitable contributions Education assistance and professional development support Financial and retirement counseling Additional voluntary benefits including pet insurance, student loan refinancing, and exclusive scholarships for child dependents, and more! AN EQUAL OPPORTUNITY EMPLOYER INCLUDING DISABILITY AND VETERANS
    $36k-48k yearly est. 22h ago
  • Dispatch Specialist (NO EXPERIENCE NEEDED)- Fulltime and Onsite - Portland, Oregon

    Comrise 4.3company rating

    Loan specialist job in Portland, OR

    Job Title: Dispatch Specialist Working hours: 5:00am -2:00pm (Monday-Friday) Note: Working on weekends, evenings, and holidays might be required. Setup: Onsite Term: Full time and permanent Pay Ranges: $21.00/hr to $23.00/hr Benefit details 401K match is 4% after 6 months, PTO: 10 days per year, Sick Leave: 5 days, Medical/vision/dental insurance all provided with different plan options Benefits start 1st of month after 60 days. Overview We are seeking a highly organized and proactive Dispatch Specialist to join our dynamic operations team. In this critical role, you will be the central hub of communication for our Delivery Service Partners (DSPs) and drivers, ensuring the efficient execution of daily routes and the highest standards of delivery performance. Your ability to solve problems in real-time, monitor key metrics, and support our field team will be essential to our success. Key Responsibilities: Route Management & Dispatch: Schedule and dispatch DSPs and drivers to assigned routes based on induction schedules, customer demands, and on-the-fly requests. Real-Time Driver Support: Provide live support to drivers during delivery hours, assisting with exception handling, navigation issues, and delivery problems to ensure successful first-attempt deliveries. Performance Monitoring & Training: Monitor driver performance against company standards, including photo quality and delivery success rates. Partner with management to coach and train drivers on best practices as outlined in the company delivery guide. Issue Resolution & Communication: Proactively contact drivers, DSPs, and recipients via softphone (calls/text) and company-provided systems to verify and resolve delivery issues, ensuring accuracy and customer satisfaction. Field Support & Escalation: Periodically conduct ride-alongs with drivers within assigned territories to directly observe, diagnose, and resolve chronic delivery problems. Delivery Failure Analysis: Meticulously monitor, review, and validate the reasons for all failed delivery attempts. Work with drivers to address and correct any discrepancies in their reporting. Returns Processing: Efficiently process all returned undeliverable packages at the sorting center to facilitate valid redelivery attempts or final disposition. Team Collaboration: Assist management with DSP and driver recruitment, screening, onboarding, and performance monitoring activities. Qualifications & Skills: HS diploma or equivalent required; associate or bachelor's degree is a plus. Proven experience in a dispatch, logistics, or fleet coordination role. Exceptional communication and interpersonal skills, with the ability to relay information clearly and calmly under pressure. Strong problem-solving abilities and a proactive approach to identifying and resolving issues. Tech-savvy, with proficiency in using laptops, dispatch software, and communication tools (softphones, SMS). Ability to analyze data and driver metrics to identify trends and areas for improvement. Highly organized with the ability to manage multiple tasks and priorities simultaneously. Willingness to periodically conduct ride-alongs in the field. A valid driver's license is required.
    $21-23 hourly 1d ago
  • Builder Loan Officer

    Cornerstone Capital Bank 3.3company rating

    Loan specialist job in Horseshoe Bend, ID

    Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring energy and expertise to every transaction, and you're motivated by helping people achieve homeownership while building a thriving business of your own. What you'll do: You'll be the trusted guide clients and referral partners count on throughout the entire mortgage journey. That means building genuine relationships, understanding what matters most to each borrower, and helping them navigate their options with confidence and clarity. You'll manage every detail from application to closing, set clear expectations, and deliver an exceptional experience at every step. And because this industry never stops evolving, you'll stay sharp on market trends, product updates, and compliance requirements so you're always bringing your best. What You'll Bring: Success here comes down to three things: heart, hustle, and a commitment to doing right by people. Here's what that looks like: Minimum of 2 years of consecutive, recent experience in mortgage loan origination with demonstrated knowledge of the complete loan lifecycle Active Mortgage Loan Originator (MLO) license in good standing with the NMLS for applicable state(s), or the ability to obtain licensing within 60 days of hire Proven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals Ability to manage a consistent loan pipeline effectively Strong analytical capabilities to interpret complex financial data and guide sound lending decisions Exceptional communication and relationship management skills that build trust and loyalty Advanced organizational abilities and strategic problem-solving approach A positive, proactive attitude and a genuine passion for helping others win What We Offer: Competitive compensation structure that rewards your production Comprehensive benefits including medical, dental, vision, and 401(k) Industry-leading support Access to hundreds of loan products through dozens of investor sources Award-winning workplace culture recognized for work-life balance and employee satisfaction Joint venture opportunities for growth in the builder channel What to do Next: If you're reading this and thinking "this is exactly the kind of company I want to build my career with," don't wait. Apply now and let's start a conversation about your future at Cornerstone. We're building something special here, and we're looking for professionals who are ready to grow with us for the long term. Once you join Cornerstone, we invest in you as a valued member of our team. Our team members will tell you there's something different about working here: a culture of genuine support, innovation, and shared purpose that you'll experience from day one. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $26k-33k yearly est. 3d ago
  • SBA Loan Closing Specialist

    Umpqua Bank 4.4company rating

    Loan specialist job in Kuna, ID

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. Verify and determine the amount and source of borrower injection funds. Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. Prepare lenders instructions and coordinate loan closings with escrow and title companies. Perform loan related searches on individuals, entities, and collateral. Responsible for accurate ordering and generation of Laser Pro and SBA documents. Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others within the team. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned About You: H.S. Diploma/GED 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. Ability to comply with bank policy and procedures. Experience working with SBA production staff and underwriters. Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. Ability to work under pressure and organize own work with guidance from Supervisor. Job Location(s): Ability to work fully onsite at posted location(s). Idaho, Utah Colorado, Washington, Oregon Arizona, Nevada, or California Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $28.00 - $40.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $28-40 hourly Auto-Apply 60d+ ago
  • Loan Specialist

    Agwest Farm Credit 3.9company rating

    Loan specialist job in Redmond, OR

    AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Loan Specialist I or Loan Specialist II to join our Oregon Lending and Insurance department in Redmond. This full-time position reports to the Director, Operations and provides administrative assistance to effectively and efficiently originate, disburse, and service customer loans. Compensation Information The base salary range for this position in Redmond, Oregon is: Level I: Typical starting range: $40,000 - $51,900 Full base salary range: $40,000 - $57,800 Annual performance-based incentive target is 6% of base. Level II: Typical starting range: $44,200 - $58,900 Full base salary range: $44,200 - $66,200 Annual performance-based incentive target is 6% of base. Job Requirements Perform administrative duties including typing correspondence and documents, establishing and maintaining electronic files, and greeting customers in person and on the phone. Gather, accurately enter, and maintain customer information and customer financial information into applicable systems to assist in loan document generation, account monitoring/servicing, and reporting. Perform required due diligence investigations of loan applicants, including public records searches, credit bureau reports, employment, income, assets and liabilities; order title evidence and appraisals, and complete other collateral due diligence as needed. Review customer loan documents for accuracy and present to customer for signing and/or facilitate closings as assigned. Comply with closing requirements and disburse loans as authorized, coordinate booking and certification of loans, within authorities. Respond to customer inquiries and process customer transactions including disbursements, internal account transfers, etc. Maintain an accurate database and complete assigned relationship plan actions. Monitor follow-up requirements in assigned areas. Handle customer information with a high degree of confidentiality. Ensure appropriate information security protocols are followed in order to prevent unauthorized transactions or releases of information. Comply with documentation expectations, procedures, laws and regulations. Participate in community events, local advisor meetings, customer appreciation days, farm visits and other customer and public relation related activities, as needed. Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. Other duties as assigned. Minimum Requirements High school diploma or equivalent Ability to produce accurate reports, documents, and correspondence through attention to detail and knowledge of correct spelling, grammar and sentence structure Exceptional customer service orientation Ability to work efficiently and effectively on multiple projects in multiple software programs Ability to work independently and as part of a collaborative team Preferred Requirements Training in general office skills Experience in commercial lending, banking or related field General knowledge of applicable credit laws and regulations General knowledge of agricultural practices Knowledge of credit investigation and verification practices Knowledge of platting and legal descriptions Knowledge of accounting principles and processes Benefits Offered by AgWest Medical, dental, and vision insurance Basic term life and AD&D insurance (fully paid for by the company) Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer 401(k) plan (6% match plus 3% employer contribution) Employee Assistance Program Wellness Program Jeans are welcome at work every day at AgWest! *Vacation accrual rates increase with tenure. Details about insurance and retirement benefits are available at: ************************************************* #LI-Onsite Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law. When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them. To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.
    $44.2k-58.9k yearly Auto-Apply 12d ago
  • Home Loan Specialist II

    Solomonedwards 4.5company rating

    Loan specialist job in Boise, ID

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

    Mindlance 4.6company rating

    Loan specialist job in Boise, ID

    Each Guardian Mortgage Loan Officer brings happiness and security to our clients by matching them to financially successful home mortgage loans in a timely, accurate and complaint manner. Provide sales support and strong communication to customers, processors, and management from loan pre-qualification to loan closing. Complete mortgage applications using GMC loan product system, including initial Mortgage policy and government regulations. Maintain in good standing all Loan Officer Licenses in State(s) for which Loan Officer is authorized to conduct business and performs services. Pre-Qualify potential borrowers according to policies and procedures and applicable law, collect and analyze each applicant's financial information and assess financial circumstances to determine whether applicant and property qualify for a particular loan. Assist potential borrowers in identifying and securing a mortgage loan appropriate for individual financial circumstances. Make inquiries of verified and documented information with respect to applicant's income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of the property. Advise potential borrowers of risks/benefits of loan alternatives, including options & variables. Obtain and present loan options for each type of loan transaction the potential borrower has expressed interest (e.g., a fixed-rate loan, adjustable rate loan, etc.). Maintain high level knowledge of changes in market conditions, loan products & variations, and compliance. Consistently hit ongoing deadlines regarding loan originations, etc. Meet rules, obligations, timelines, and deadlines to comply with company policy, contracts, investor guidelines, lending programs, and state/federal law and regulation. Other duties as assigned. Additional Information For any queries or to discuss this opportunity in detail please call me back on ************
    $27k-34k yearly est. 1d ago
  • Mortgage Loan Processor

    Northwest Processing

    Loan specialist job in Eagle, ID

    Job Description Are you a seasoned Mortgage Loan Processor with a keen eye for detail, proficient in guiding applicants through the intricacies of mortgage financing? If the answer is yes, your search ends here! We are currently in need of an adept and productive mortgage processor to collaborate closely with our team of mortgage loan officers. If you are keen on a dynamic role within a reputable and successful lending team, your opportunity has arrived; don't hesitate, apply today! Compensation: $45,000 - $75,000 yearly Responsibilities: Lock rates Send out disclosures Request and gather appropriate paperwork for underwriting Follow up effectively with clients Submit files to underwriting Quickly clear conditions and move a file to closing Maintain a friendly and positive attitude throughout the process Help clients have a smooth closing Serve as a liaison between borrowers, mortgage brokers, and loan officers, real estate agents, and mortgage lending underwriters to support loan approval Maintain detailed documentation of the process in our system - from origination to close Qualifications: Has the ability to work in-office, at our Eagle, ID location Experience in processing is a must! Superior communication skills, both verbal and written, with exceptional etiquette and finesse Self-motivated and thrives in a dynamic environment implementing systems and processes Excellent customer service and interpersonal skills; can empathize and build relationships with a variety of personalities Takes initiative, is highly independent, and is able to work under limited supervision Exceptional organizational and project management skills, working under timelines and deadlines Detail-focused, systems-oriented, and able to prioritize accordingly Solution-oriented and anticipates needs, service-focused Approach duties with a sense of ownership, confidentiality, honesty, loyalty, and integrity Technologically savvy, able to learn new programs quickly, and forward-thinking Flexible in daily routine; ability to prioritize and manage shifting responsibilities Ability to make quick decisions and solve problems based on policy and procedures Have excellent attention to detail and high-level accuracy with documents About Company Northwest Processing provides loan processing services to mortgage brokers and loan officers. With full end-to-end processing, we manage loans from application to post-close. We pride ourselves on being proactive and precise in everything we do. We are always driving our transactions toward a successful close and doggedly advocate for clients along the way.
    $45k-75k yearly 16d ago
  • Loan Servicing Specialist

    Sunwest Bank 4.1company rating

    Loan specialist job in Nampa, ID

    id="is Pasted"> The Loan Servicing Specialist is responsible for performing all servicing and operational aspects relative to the loan portfolio. The position will partner with all business within the Bank to offer exceptional customer service to both internal and external customers. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure timely completion of payment processing and loan boarding Verifies completeness and accuracy of all loan files with necessary documentation and signatures Process Non-Accrual and charge-off transactions Review Outside Council Loan Documents Process loan recoveries Process incoming demand requests, incoming wires and payoffs, release of collateral Follow up and tracking of collateral and flood insurance Maintain collateral files and documentation Weekly, Monthly and Annual GL Balancing & Reconciliation as needed Board loans of a complex nature ensuring accuracy of the loan data Assist in callback duties for loan payments, advances and new loans Follow up on servicing tickler reports Provide feedback and assist new hires as needed ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Ability to provide courteous, knowledgeable and professional customer service both in person and on the telephone. Strong skills operating a personal computer including Microsoft Word, Microsoft Excel, Microsoft Outlook and navigating the internet. Ability to perform accurate data input into a variety of software. Knowledge of loan processing practices, methods and procedures. Knowledge of Commercial, Real Estate and Consumer loan files and documents. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated
    $28k-34k yearly est. Auto-Apply 60d+ ago
  • Loan Officer Outside Sales

    Primary Residential Careers 4.7company rating

    Loan specialist job in Meridian, ID

    - Responsibilities/Duties/Functions/Tasks The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts. Originates their own sales by contacting prospective clients, · Develops and maintains referral sources, · Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans, · Meets with prospective clients at locations other than PRMI's offices, e.g., client's home or other locations, · Meets with clients in person to sell mortgage loan products/packages, · Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, · Obtains credit information and necessary documentation for application process, · In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads, · Engages in marketing and promotional activities in support of their own sales, · Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. · Develops solid PRMI product knowledge and offers clients the best mortgage products to match client needs · Reviews application information, requesting specific supporting documentation as needed/required based on loan investor guidelines · Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions · Carries out major assignments affecting business operations of the employer or the employer's customers through: collecting and analyzing information regarding the customer's income, assets, investments, or debts analyzing applicant data, credit and collateral property value determining which financial products best meet the customer's needs and financial circumstances providing advice to the customer regarding the advantages and disadvantages of available financial products marketing, servicing, or promoting the employer's financial products · Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries · Provides origination services in the state of licensure · Creates and maintains excellent business relationships with referral client base, creating new mortgage lending opportunities · Corresponds, communicates, and coordinates with clients, in-house support staff, and external service providers to facilitate timely closings Qualifications · Sales experience in the mortgage industry is preferred · Familiarity with mortgage processes, procedures, rules, regulations, and compliance · Exceptional customer service skills with a strong attention to detail · Excellent written and verbal communication skills · Strong computer skills to include a working knowledge of MS Office · Ability to comprehend and analyze financial information · Ability to effectively communicate and present complex financial information while fielding and responding to questions from applicants, support staff, and management · Established contact and referral list within the real estate and mortgage industries preferred · Ability to pass a required background check Company Conformance Statement In the performance of assigned tasks and duties all employees are expected to conform to the following: Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines. Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities. Contribute to establishing a respectful workplace where diversity is critical to innovation and growth. Ensure every action and decision is aligned with PRMI values. Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI. Realize team synergies through networking and partnerships across PRMI. Embrace change; act as advocate and role model, promoting an approach of continuous improvement. Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Work effectively as a team contributor on all assignments. Perform quality work within deadlines. Respect client and employee privacy. Maintain eligibility for FLSA classification as Outside Sales Exempt, and complete the bi-annual certification process Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
    $26k-36k yearly est. 60d+ ago
  • Entry-Level Mortgage Loan Processor

    Premier Mortage Resources

    Loan specialist job in Meridian, ID

    Job Title: Xcelerate Loan Processor Location: In-Office (Meridian, ID) Reports to: Processing Manager The Xcelerate Loan Processor supports the loan origination process by preparing and reviewing residential loan files for initial underwriting submission. This role ensures the accuracy and completeness of documentation, working closely with Loan Officers and support staff to help move files efficiently through the Xcelerate pipeline. Key Responsibilities: Review new loan submissions for completeness and accuracy based on Xcelerate processing requirements. Order and review third-party verifications, including VOEs, VOIs, tax transcripts, SSN validations, and other necessary items. Access and utilize various industry systems such as GUS, FHA Connection, MERS, VA WebLGY, and third-party platforms for employment/income verification. Ensure all data entered into the loan origination system (Byte) is accurate and up to date. Maintain organized records and detailed notes within the loan file to support efficient handoff to underwriting. Support pipeline management by monitoring loan statuses and proactively resolving outstanding documentation issues. Assist in maintaining and updating internal processing procedures and documentation. Collaborate with team members and participate in department meetings or special projects as needed. Qualifications & Skills: Strong attention to detail and ability to review complex documentation with accuracy. Effective communication skills, both written and verbal, with minimal grammatical errors. Professional and courteous customer service mindset when working with internal and external partners. Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment. Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable navigating multiple web-based platforms. Prior experience in mortgage, banking, or administrative support is a plus, but not required. Familiarity with Byte or similar loan origination systems is a plus. Must be a team player with a willingness to learn and grow within the role.
    $36k-51k yearly est. 56d ago
  • Loan Servicer

    First Community Credit Union of Oregon 3.8company rating

    Loan specialist job in Coquille, OR

    You are a perfect match for our Credit Union! The Loan Servicer position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to provide exceptional service while promoting our wide array of financial products and services. Employees who are successful in making referrals are eligible for monthly incentives. Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated, and empowered employees who strive to provide superior service and conduct accurate transactions, while complying with policies, procedures, and regulatory banking requirements. Requirements: The candidate must have a High School Diploma or equivalent and a proven track record in customer service. Two years' experience in financial industry is desired. Above average skill with computer, typing and 10-key skills is required. Familiarity with real estate secondary market, credit union software systems and Microsoft applications is a plus. Must demonstrate a positive attitude, a professional image, be self-motivated and have the ability to manage multiple projects and tasks simultaneously with a high degree of urgency and accuracy. Must be able to build relationships in the community and possess excellent oral and written communication skills. Essential Functions: Work as part of the Loan Servicing team to ensure each loan is professionally serviced and supported. This may include the following tasks: Fund and book new loans. Review new loan documents and new loan records for completeness, accuracy and compliance. Process documentation to ensure security instruments are properly collected and processed with credit union's lien position recorded as expected. Follow up for final documents from outside vendors and agencies. File, scan and store documents under established procedures. Prepare secondary market files for shipping to investors and process purchase advices when loans are sold. Maintain collateral insurance on member loans within established procedures. Track insurance and property taxes, utilizing internal and vendor reports. Follow up for invoices and lapses in coverage. Force place insurance when necessary and revoke escrow waivers when appropriate. Schedule and process mortgage escrow disbursements and member escrow deposits. Perform private mortgage insurance activations and terminations. Process early termination requests from members within credit union and investor guidelines. Annual mortgage escrow analysis, process escrow shortage payments and generate replacement analysis. Process Hazard/Flood Insurance, Disability, Debt Protection, Credit Life and Life Share claims. Post payoffs, principal curtailments, reversals, adjustments and corrections on member loans. Process Skip-A-Pays on consumer loans. Process lien releases, utilizing internal reports and vendors. Scan released documents into Synergy. Prepare files for post funding quality control reviews and examiner requests. Transmit investor reporting and perform secondary market reconciling. Perform loss mitigation and foreclosure transactions and reporting tasks. Process escrow holdback, new construction and insurance claim draws. Ability to assist and respond to member's and credit union staff inquiries by researching systems and documents. Present exception requests to VP Loan Servicing for feedback or approval. Cross train in all aspects of servicing. Demonstrate the ability to adapt and implement new procedures. Represent the Credit Union with honesty, integrity and trust at all times. Adhere to established internal policies and procedures for compliance. Complete required compliance training in a timely manner and comply with all regulations within scope of the position. Adhere to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations. Assists VP Loan Servicing, performing duties as assigned. Base Expectations: Be willing to perform any duty (beyond Essential Functions above) as assigned. Versatility and problem-solving skills are essential to this position. Demonstrate a good understanding of CU's loan policies and product knowledge. Demonstrate a good understanding of investor guidelines. Possess a detailed working knowledge of Microsoft Word and Excel Software applications that is adequate to perform the duties assigned. Must demonstrate a basic knowledge of accounting principles, and maintain a high degree of accuracy. Be a team player and serve as a role model for all credit union staff. Maintain a friendly, professional, positive attitude and provide prompt, efficient and confidential service. Ensure good working relationships with vendors and investors. Communicate effectively and professionally with members, coworkers and management, including verbal and written communication. Demonstrates ability to gather information, work independently and use exceptional judgment. Follows the Credit Union's Member Service Standards and Telephone Etiquette. Support management. Recommend/cross sell additional service opportunities. Perform other functions as requested. Working Conditions: Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs. Potential exposure to the threat of violence at any time. Occasional business travel may be required. Sitting or standing for extended periods of time may be required. Repetitive motions and extensive keyboarding may be required. Company's website: ****************** ** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
    $34k-40k yearly est. Auto-Apply 29d ago
  • Team Loan Originator NE Downtown Boise, ID

    Primelending 4.4company rating

    Loan specialist job in Boise, ID

    Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. In addition acts as a liaison between the Lead/Primary and/or other team loan originators, in-process customers and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. One to two years of sales or mortgage banking experience preferred. Valid driver's license and current automobile liability insurance. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. An ability to quickly assess and process large amounts of information, and must be able to use designated technology. Must continue to expand knowledge of issues influencing the industry and the organization. Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume. Must be proficient in required origination technology and use of other office equipment. Must maintain confidentiality of borrower and/or company information. *In accordance with U.S. Department of Labor Regulation Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13(a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Markets and promotes PrimeLending's financial products; Team Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Handles loan volume as directed by each team loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Schedules appointments with potential customers for the team loan originator(s). Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. Meets customer service standards as outlined by management. Other functions as needed.
    $30k-41k yearly est. Auto-Apply 60d+ ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in Caldwell, ID

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $27k-38k yearly est. 60d+ ago
  • Mortgage Loan Officer

    Frontier Credit Union

    Loan specialist job in Meridian, ID

    Do you need a variety of products to offer in the current market? Are you eager to be a part of a company that stands out? Want to help people Build Better Lives? We do too! At Frontier Credit Union we focus on our employees so you can focus on building your business. Our mortgage department offers mortgage, residential construction, bare land, and home equity products that stand out. We'll support you fulfilling loans so you can focus on selling. Unique products, portfolio lending, amazing service and a great team! Position Overview: This position is responsible for the outside sales of Mortgage and Home Equity products. This is done by building strong referral-based relationships with key stakeholders from different areas of the real estate market. The successful candidate will be responsible for loan origination, sales activities, member experience, and multi-tasking in a fast-paced environment. The outside sales model at Frontier Credit Union focuses on unique, individual relationships to sell home lending products to consumers, with a focus on building relationships with Realtors, Builders, and other Lenders. Lending products include mortgage, residential construction, bare land, and home equity loans. Our Mortgage Loan Officers work independently in collaboration with a first-class fulfillment and servicing team to ensure an amazing experience for our borrowers from origination to closing. Primary Duties and Responsibilities: Make sales calls to referral sources to build relationships and foster a consistent stream of referral business. Participate in community events and business development activities to drive sales and identify new sources of referrals to build your business. Develop and maintain strong relationships with all referral sources, including but not limited to Realtors, Brokers, Lenders, Builders, Developers, CPAs, Insurance Agents, and Title Representatives. Understand and interpret underwriting and eligibility guidelines for loan products offered by Frontier Credit Union and lending partners. Originate quality mortgage and home equity loans. Own the borrower relationships and create an amazing borrower experience by taking complete applications, obtaining initial documentation, locking interest rates, providing accurate disclosures, and setting expectations. Demonstrate knowledge of all applicable State and Federal guidelines governing Mortgage and Consumer lending. Comply with all Frontier Credit Union policies and procedures and further comply with federal and state regulations included but not limited to The Bank Secrecy Act, Appraiser Independence Requirements, Regulations B, Fair Lending, the Safe Act, the Fair Credit Reporting Act, Confidentiality Agreements and Frontier Credit Union Security Policies. Maintain current knowledge of market conditions, economic activity and other local and national developments related to the business of Mortgage Loan Origination and Financial Institutions to position Frontier Credit Union as a leader in the industry. Manage the pipeline to ensure a great customer experience. Maintain and renew NMLS ID as required. Additional duties as assigned. Very Competitive Commission based pay structure. Requirements Qualifications: Minimum of 2 years' experience in outside sales, mortgage sales and/or financial services sales NMLS Registration or eligibility for NMLS registration Strong drive for sales success, resilient ability to make sales calls to referral partners and a passion for community involvement to make a difference in the lives of others. Influential communication style, both verbal and written Maintains reliable and timely attendance to service book of business. Available to work the days and hours as dictated by business needs; includes morning and evening hours and may be in coordination with real estate agents, financial planners, and others from outside the workplace to attract new clients Must have reliable transportation to get to and from required business functions Bilingual (English/Spanish) preferred Physical Requirements: Bend, sit, or stand to perform primarily sedentary work with limited physical exertion; occasional lifting to 10 lbs. Operate routine office equipment including computer terminals, keyboards, telephones, copiers, and calculators. Work on computer for up to 8 hours per day. Some locations may require ability to climb or descend stairs with minimal assistance in emergency situations.
    $27k-38k yearly est. 46d ago
  • Junior Loan Officer

    Go Mortgage

    Loan specialist job in Portland, OR

    FLSA Status: Non - Exempt Employment Type: Regular Corp. FT/PT Status: Full-Time About Us: Go Mortgage is a nationally licensed, independent mortgage banking company operating in 46 states. We specialize in purchase, refinance, and construction loans and are committed to providing exceptional service to our clients through innovation, technology, and human connection. We are seeking a dynamic, motivated Junior Loan Officer to join our growing team. The ideal candidate will provide critical front-line support for our loan officers by managing inbound and outbound client communications, qualifying new leads, nurturing existing prospects, and ensuring a seamless customer experience throughout the mortgage application process. Key Responsibilities: Outbound Sales Engagement: Make 100+ outbound sales calls per day to prospective borrowers who have submitted online lead forms. Re-engage past leads and follow up with aged or inactive contacts to uncover renewed interest. Schedule appointments and live transfers to licensed loan officers when applicable. Inbound Sales Support: Handle overflow inbound calls from prospective clients responding to direct mail or digital marketing campaigns. Answer client questions about mortgage products (purchase, refinance, and construction) and direct them appropriately in the sales funnel. Lead & CRM Management: Input and update lead data and borrower information into the CRM system in real time. Collect missing borrower information necessary for a complete mortgage application (e.g., income, employment, credit details). Qualify or disqualify prospects based on initial screening criteria. Organize and schedule follow-up tasks and callbacks for seasoned loan officers. Application & Pipeline Support (Loan Officer Assistant Duties): Assist loan officers with documentation requests, file preparation, and applicant follow-ups. Monitor application pipeline and ensure timely client communications during pre-approval and processing phases. Serve as a liaison between borrowers and loan officers to support a smooth and efficient loan experience. Assist in meeting deadlines for application submissions and disclosures. Client Experience: Deliver an excellent first impression and build rapport with clients during initial interactions. Serve as a consistent point of contact during the early stages of the loan process. Uphold professionalism and empathy during all client communications. Requirements: Ability to work full time in-office at our Portland, OR branch. Currently have or be willing to get an active NMLS loan origination license. Willing to learn and grow into a successful Mortgage Loan Officer position, through training under an existing Mortgage Loan Officer. Why Join Go Mortgage? As a Client Service Representative at Go Mortgage, you'll help shape the future of home lending while building meaningful connections with borrowers across the country. This role is a launchpad to becoming a successful Mortgage Loan Officer. You'll gain firsthand exposure to every stage of the mortgage process while working in a supportive, energetic, learning and coaching environment where your drive and ambition are recognized and rewarded.
    $36k-46k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Officer (43272)

    Willamette Valley Bank 4.3company rating

    Loan specialist job in Meridian, ID

    Mortgage Loan Officer Willamette Valley Bank is seeking a results-driven Mortgage Loan Officer (MLO) to originate quality residential mortgage loans while delivering best-in-class borrower experience. This client-facing role is responsible for identifying loan solutions, crafting appropriate financing strategies, and guiding clients from application through closing. The ideal candidate thrives on relationship building, is skilled in sales and loan design, and is committed to regulatory compliance and operational excellence. Some of the Key Responsibilities Include * Advise clients on mortgage loan options, recommend suitable products, and develop tailored loan arrangements to meet their financial needs * Collect, analyze, and evaluate financial and credit information - including tax returns - to determine loan eligibility and configure optimal terms * Manage the loan process from application to closing in partnership with operations, ensuing compliance, quality, and timely resolution of any issues * Build and maintain a robust network of partners, including realtors, builders, and other community contacts, to generate new business opportunities * Maintain proactive, transparent communication with clients and stakeholders throughout the loan process * Monitor loan pipelines daily, anticipate needs, and follow up on outstanding items to ensure seamless and timely closings * Maintain accurate, complete files in Encompass, including proper documentation and interest rate locking * Represent the bank at community and networking events, and actively contribute to team sales meetings and compliance trainings * Stay informed on market trends, regulatory changes, and industry best practices * Maintain current NMLS registration and adhere to all regulatory, investor, and bank-specific compliance requirements * Meet or exceed minimum production standards as established by mortgage management * Uphold confidentiality, ethical conduct, and professionalism in all interactions What We Offer * Competitive compensation structure with incentive opportunities * Comprehensive benefits package * A stable, collaborative work environment * Supportive and knowledgeable leadership team
    $29k-40k yearly est. 50d ago
  • Mortgage Loan Processor, FT

    Beehive Federal Credit Union 3.2company rating

    Loan specialist job in Rexburg, ID

    At Beehive FCU, our common goal is to nurture our most valued asset: the friendships we have with our members. We are here to help--it's the only reason we exist. We believe we have the power to help our members with some of the most important, most difficult, and most rewarding endeavors in their lives. Our success starts with creative and caring individuals who work together to bring superior service to our members. We hire only the best and brightest, give them a great place to work, and provide an excellent benefits package. If you are someone who is passionate about helping people with real life needs, then Beehive FCU may be the place for you. We are seeking a full-time Mortgage Loan Processor to work at our Administration office in Rexburg, Idaho. This position works 40 hours a week, Monday-Friday. The expected pay is $20.50 per hour, DOE. Job Description Assists mortgage loan officers by preparing and processing their loan files. Counsels the mortgage loan officer on redisclosing the Loan Estimate; draws Closing Disclosure; and facilitates its delivery to the member while meeting time commitments. Reviews residential loan applications to verify that application data is complete and meets credit union and/or secondary market standards. Obtains verifications of employment, rent, payoffs, SSN, 4506T, tax transcripts, flood certifications, homeowner's insurance, LDP, SAM, etc. Orders the title commitment from specified companies and directs the ordering of the appraisal through appropriate sources. Helps facilitate and connect communication throughout the department. Will actively engage in needs-based selling. Qualifications Six months to two years experience required. Must be able to keep strict confidentiality. Must be able to offer prompt, clear, and accurate communications with members and coworkers. Must be able to complete all documentation with promptness and accuracy. High school or equivalent education. Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, computer terminal and keyboard, facsimile, calculator, and understands computer basics. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled private or shared work area with minimal noise. Benefits Full-time employee benefits include paid holidays; employer sponsored 401(k) retirement plan including 2% company match and 9% profit sharing; health, vision, and dental insurance with 95% employer paid premium and 65% employer paid premium for families; employer paid life insurance; plus the opportunity to work in an excellent team-oriented environment. You'll love working at Beehive! Beehive Federal Credit Union is a member-owned, not-for-profit organization founded in 1960. Headquartered in Rexburg, Idaho, Beehive is a full-service credit union serving members and employees of The Church of Jesus Christ of Latter-day Saints nationwide. Branches are located in Rexburg, Rigby, Idaho Falls, and Meridian, Idaho. Beehive Federal Credit Union is an Equal Opportunity/Affirmative Action Employer of Females/Minorities/Vets/Disability. Job Posted by ApplicantPro
    $20.5 hourly 28d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Nampa, ID?

The average loan specialist in Nampa, ID earns between $21,000 and $54,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Nampa, ID

$34,000

What are the biggest employers of Loan Specialists in Nampa, ID?

The biggest employers of Loan Specialists in Nampa, ID are:
  1. Umpqua Bank
  2. Columbia Bank
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