Loan specialist jobs in Novato, 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.

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Commercial Loan Specialist is responsible for performing a variety of functions related to the servicing of Commercial Real Estate Loans and is responsible for overseeing the servicing, administration, and strategic management of the credit union's commercial real estate secondary market loan portfolio, and program. This role supports routine servicing activities such as responding to inquiries, processing payments and payoffs, and boarding new loans. This role involves coordinating documentation, maintaining loan records, processing transactions, and monitoring financial reporting requirements. This role ensures the integrity and performance of the portfolio through proactive servicing, risk monitoring, and relationship management with lead lenders, participants, and internal stakeholders. The position requires a high level of expertise in commercial lending practices, regulatory compliance, and financial analysis, and plays a critical role in shaping servicing workflows and portfolio strategy. The specialist works to ensure timely and accurate execution of loan servicing activities in accordance with regulatory and bank guidelines. Effective communication with internal departments and external partners is essential. The ideal candidate is detail-oriented, organized, and able to manage time efficiently to meet deadlines and ensure accurate completion of tasks. Responsibilities * Lead the servicing and administration of the commercial real estate secondary market loan portfolio, ensuring compliance with all applicable laws, regulations, and internal policies. * Manage the commercial loan secondary market program, including onboarding new participations, coordinating with lead lenders, and monitoring performance and risk exposure. * Oversee portfolio-level reporting, covenant tracking, and financial analysis to identify trends, mitigate risk, and support strategic decision-making. * Maintain and enhance servicing workflows for loan boarding, disbursements, payments, payoffs, and modifications, ensuring accuracy, timeliness, and regulatory compliance. * Serve as the primary liaison with lead lending institutions, loan participants, third-party vendors, and internal departments to ensure seamless execution of servicing activities. * Review and approve complex documentation including appraisals, environmental reports, title reports, financials, tax returns, insurance, CIP, and legal agreements. * Monitor and report on covenant compliance, loan performance, and portfolio health; escalate issues and recommend corrective actions as needed. * Lead initiatives to improve servicing efficiency, data integrity, and reporting accuracy through system enhancements and process optimization. * Provide mentorship and guidance to junior staff and contribute to departmental training and development efforts. * Collaborate with senior leadership to align portfolio management strategies with organizational goals and risk appetite. * Participate in strategic planning, budgeting, and goal-setting for the Commercial Lending department. * Adhere to a lending culture aligned with the credit union's strategic initiatives. * Maintain accurate loan records through data entry and updates in the loan servicing system, including but not limited to payment processing, reversals, address changes, loan grade updates and appraisal updates. * Process daily loan servicing activities, including loan boarding, disbursements, payments, and payoff demands while ensuring accuracy, timeliness, and compliance with regulatory guidelines; investigate and resolve any payment or loan posting discrepancies. * Oversee financial reporting and loan onboarding by tracking requirements via a tickler system, reviewing financials for accuracy, monitoring workflow and loan reviews, and communicating covenant defaults with regular updates to the Commercial Loan Operations Manager. * Participate in team meetings and provide clear, concise updates and reports to management. * Support departmental projects and assist with other duties as assigned. * Strive to meet annual departmental and individual goals aligned with budget and operational plans. Qualifications * Ability to read and interpret complex documents and to respond effectively to sensitive inquiries. * Ability to discuss and implement loan boarding, tracking, and reporting processes. * Advanced understanding of commercial loan servicing, credit underwriting, and portfolio management principles. * Demonstrated ability to manage complex loan structures and multi-party participation agreements. * Strong analytical skills with the ability to interpret financial statements, assess risk, and make data-driven decisions. * General understanding of regulatory requirements and comprehensive understanding of reporting standards. * Comprehensive understanding of safe and sound credit underwriting and administration practices and procedures. * Excellent communication and interpersonal skills; able to influence and collaborate across departments and with external partners. * Working knowledge of all MS Office Suite Products. * Working knowledge of related financial mathematical concepts. * Ability to effectively interact with different department representatives. * Ability to organize projects and effectively allocate limited resources. * Demonstrate professionalism, resourcefulness, initiative, and collaboration during all internal and external interactions * Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred * 4+ years Loan processing, reconciling, and funding experience. * Imaging and documentation experience. * This position is based out of the Dublin HQ office * This role may be eligible for hybrid work arrangements Target Base Pay $36.29/hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California. The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records. Essential Job Functions: * Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file. * Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions. * Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input. * Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral. * Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person. Professional / Educational Experience * 2 - 4 years related experience and/or training. * Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! About Hanover Street Capital Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management. Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures. Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers. Hanover is a wholly owned subsidiary of SitusAMC. Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types. Specific responsibilities include: Participating in all aspects of loan origination Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies Modeling asset level cash flows using ARGUS Enterprise and Excel Performing market, property and sponsor due diligence (KYC) Writing internal investment summaries and credit memos Qualifications sought: Demonstrable interest in real estate Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience Strong quantitative and analytical skills Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required Relevant experience includes, but is not limited to: debt financing transactions in commercial real estate, corporate finance, or private equity commercial real estate asset valuation due diligence and transaction execution building and maintaining financial models researching, preparing, and updating industry/company presentations deriving financing capacities, scenario analyses, collateral data analyses Highly developed organizational and project/time-management skills Excellent communication, presentation, and business writing skills under pressure A strong commitment to integrity, professionalism, and Hanover's guiding principles A demonstrable ability to work effectively with team members in diverse groups and regions Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100,000.00 - $110,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Who We Are: Real (Nasdaq: REAX) is a publicly traded, fast-growing global real estate brokerage powered by technology and driven by people. Since our founding in 2014, we've been reimagining the residential real estate experience. With operations across the U.S., Canada, India, and the District of Columbia, we're leading the industry with our cutting-edge platform that empowers agents, simplifies the buying and selling journey, and unlocks greater financial opportunities. At Real, we believe in pairing Tech x Humanity to create something truly different. Learn more at ************************ Work Schedule: This position follows a Monday-Friday schedule during standard business hours aligned to Pacific Standard Time (PST). Occasional flexibility may be required based on business needs. About the Role: The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications-including calls, emails, and chat messages-with agents, clients, loan officers, title companies, and other stakeholders. The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing. The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication. What You'll Do: Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process. Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident. Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines. Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant-communicating requirements clearly to clients and all parties involved. Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system. Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. What You'll Bring: Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily. Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly. Organized and detail-oriented; able to manage multiple loan files and competing priorities effectively. Proven ability to deliver exceptional customer service and maintain composure under pressure. Proficiency with Microsoft Office and comfort working in loan origination or CRM systems. Education & Experience: High school diploma or equivalent required; college coursework or degree preferred. Minimum of 5+ years of experience in the mortgage industry required. Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process. Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy. Familiarity with loan origination software (LOS) and CRM systems is highly desirable. How We Work: Our Operating Principles Our Operating Principles are the blueprint of Real's culture. They guide how we show up, make decisions, and bring our mission to life every day: Be Agent Obsessed: We design every decision around creating value for our agents and their clients. Move Fast with Purpose: We act with urgency, clarity, and focus-without compromising our standards. Own Your Outcome: Effort matters, but results matter more. We adapt, learn, and improve. Be Bold; Challenge Often: We challenge assumptions, rethink “the usual,” and push for smarter, simpler solutions. Win Together: We set high standards, collaborate deeply, and celebrate shared success. Additional Details: Location Requirements: Candidates must be based in U.S., to be considered. Physical Requirements: Ability to sit for long periods of time. Our Commitment: One Real Mortgage Inc is proud to be an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees. We welcome applicants of all backgrounds and identities, and we do not discriminate on the basis of race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, age, marital or family status, disability, citizenship, veteran status, or any other status protected by applicable law.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). * Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. * Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. * Conduct and coordinate homebuyer-training seminars for CRA potential applicants. * Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. * Follow defined protocol for escalation of exceptions. * Take applicant applications by completing Fannie Mae form 1003 on the laptop. * Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. * Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. * Manage pipeline for all originated loans through closing and complete required management reports. * Communicate with applicants and/or referral sources by providing timely updates and progress reports. * Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. * Attend and participate in all Consumer Lending meetings as required by management. * This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: * High school diploma or equivalent mandatory. Four-year college degree preferred. * Knowledge of conventional and/or government lending guidelines. * Knowledge of residential mortgage processing, underwriting, and closing procedures. * Knowledge of federal lending regulations governing real estate lending. * Demonstrated organizational skills. * Strong written and verbal communications skills. * Demonstrated teamwork and customer service skills. * Proven computer skills. * Basic sales technique skills. * Strong desire to excel in a competitive environment. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Collects on delinquent consumer loans. Performs skip-tracing to establish contact with borrowers to re-establish payment program and to determine potential problem accounts. Works out payment problems with customer. Responds to all inquiries from customers, branches, and loan officers. Maintains customer relations while following necessary procedures. Will perform the following duties on a daily basis: Collects delinquent installment and revolving loans by contacting borrowers by telephone or correspondence to obtain payment, performing proper documentation. Performs skip-tracing on customers and establishes contact to re-establish payment program, and to determine potential problem accounts. Inputs changes on Collection Management Systems. For example, changes of addresses, phone numbers, and account updates. Resolves customer disputes as they arise; refers unresolved and complex problems to supervisor. Completes collection queue on a daily basis. Performs additional job related duties as required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $18.98

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: A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws. Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed. May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels. Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings. Monitor, collect, and review required due diligence items as applicable Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed. Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system. Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process Monitor and manage interest reserve budgets and payments until the budget is fully disbursed Other responsibilities as assigned All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. 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 and teach coursework as subject matter expert. 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. Req 5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required 2-4 years of Title and escrow experience Preferred Demonstrated knowledge of title, escrow, survey, and loan documentation preparation Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties Excellent organizational and project management skills Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents Excellent technical expertise in construction draw administration functions Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems Excellent customer relations skills Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization Detail-oriented Demonstrated ability to effectively multi-task and maintain a high level of organization Demonstrated knowledge of accounting principles and loan accounting systems Job Location(s): Ability to work fully onsite at posted location(s). Mountlake Terrace, WA Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, 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.

Redwood Credit Union is looking for a 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 ResponsibilitiesFunding 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. ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 29th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2024"• Recognized by Forbes as one of “America's Best Small Employers 2023" • Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities 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. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years' experience in consumer lending industry or closely related field. Compensation: Base starting range: $23.00 to $31.00 hourly commensurate with experience. Physical Requirements:• Ability to stand, bend, stoop, sit, walk, twist, and turn.• Ability to lift up to 20 pounds.• Ability to use a computer keyboard and calculator.• Work environment is indoors; majority of the time is spent sitting at a desk. *Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. We are an Equal Opportunity Employer

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: A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws. Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed. May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels. Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings. Monitor, collect, and review required due diligence items as applicable Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed. Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system. Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process Monitor and manage interest reserve budgets and payments until the budget is fully disbursed Other responsibilities as assigned All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. 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 and teach coursework as subject matter expert. 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. Req 5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required 2-4 years of Title and escrow experience Preferred Demonstrated knowledge of title, escrow, survey, and loan documentation preparation Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties Excellent organizational and project management skills Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents Excellent technical expertise in construction draw administration functions Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems Excellent customer relations skills Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization Detail-oriented Demonstrated ability to effectively multi-task and maintain a high level of organization Demonstrated knowledge of accounting principles and loan accounting systems Job Location(s): Ability to work fully onsite at posted location(s). Mountlake Terrace, WA Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, 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.

Job Description The Mortgage Funder is responsible for managing and executing the loan funding process from approval through disbursement. This role ensures accuracy, compliance, and timeliness in the preparation and release of mortgage funds. This role has a high level of interaction with internal parties (secondary marketing, sales, legal and compliance, treasury) and external parties (lenders, warehouse banks, settlement agents, custodians) to ensure a successful settlement and post-funding process for mortgage transactions. Responsibilities & Duties Determine the funding population based on loans that have cleared Due Diligence Determine that all required loan criteria have been met prior to funding Analyze and prepare accurate funding schedules to issue to clients Determine collateral and manage pre-purchase collateral exceptions Manage seller with regards to pre-purchase collateral issues Engaging the Client Services Rep and/or Operations Manager when necessary Interact with all functions within the company, ability to negotiate in the best interest of stakeholders' overall position Required Experience & Education 2+ years of mortgage industry experience Funding or Closing experience preferred Extensive experience with loan origination documentation Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, automated underwriting engines, electronic document management and other systems High attention to detail and effective problem-solving skills Excellent client service skills Excellent oral and written communication skills Analytical thinking ability, diplomacy and professionalism A reasonable estimate of the total compensation range for this role is $65,000-$75,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? 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.

For 20+ years, Guarantee Mortgage has been helping California families finance their homes and navigate the intricacies of financing real estate in California. We fund more than $2 billion in loans each year, and want to help you fund your dream as well. We are looking for experienced Loan Originators to join our team in San Francisco or Marin. We are a company with deep core values, and will provide you with unbelievable support, strong customized marketing to grow your business, and unparalleled perks. Loan officers at Guarantee Mortgage can focus on generating revenue. We've got everything else covered and are 100% focused on helping you succeed! Our Core Values: 1) Team Work 2) Transparency 3) Respect 4) Excellence 5) Adaptable and Vigilant 6) Problem Solvers 7) Fun 8) Autonomy In order to be successful at Guarantee Mortgage, you have to be motivated, self-disciplined, and team oriented. Below is a summary of the job description: 1) Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from borrowers. 2) Performs follow-up work as necessary to achieve conditional approval within established time frames. 3) Communicate with the borrower regarding the loan status 4) Answers questions and requests, and resolves problems. 5) Attends and participates in meetings and committees as required. 6) Completes necessary education requirements offered by the company Qualifications In order to be successful, we are looking for driven, tenacious, problem solver, sales people. You need to have your NMLS and it would be ideal if you have 3+ years of prior experience. Additional Information All your information will be kept confidential according to EEO guidelines.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. Target base salary range is $20.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Bilingual-Spanish Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Supervise a team of specialists who are responsible for the daily administration of loan funding, closing, and boarding activities. Directs the daily workflow for all loan funding, boarding and SBA and participation transaction processing, under the direction of the Loan Servicing Manager. The Supervisor is the subject matter expert responsible for overseeing the funding, closing, and boarding of all loans, including complex loans such as SBA 7a and 504 loans, participation loans, and requests from Special Assets Department (SAD). Ensure the efficient and effective closing of consumer, commercial, small business, SBA/Participation, and construction disbursement loans. Essential Functions: * Staff Supervision: * Schedule staff and assign work to ensure superior customer service and that all service level agreements are met. * Oversee the loan funding and boarding processes to ensure accuracy of loan-setups for new loans, renewals and Change in Terms in the system. * Recruit, select, train and provide leadership and performance feedback for direct reports. * Recommend wage adjustments, staffing and work assignments. * Conduct regular staff and coaching meetings with direct reports. * Manage all aspects of employee performance and provide necessary coaching and/or counseling. * Establish goals and work plans consistent with Bank needs and monitor/measure progress. * Attend internal and external management meetings and represent the Bank at external functions and activities. * Continually monitor process flow for efficiency and expediency. * Funding * Responsible for ensuring that all consumer, commercial, small business, SBA/Participation, and construction loan documents are reviewed and have been signed with all conditions met prior to funding/disbursement. Ensure all loan fees and interest due have been collected as required. * Responsible for ensuring that all file, credit memo, loan documents and escrow instructions are accurate and queued for funding/disbursement. * Be able to communicate with title and escrow officers, Bank and client attorneys, loan participation banks, appraisers, environmental firms, customers, various Bank department team members and others as needed. * Ability to communicate with title and escrow officers, Bank attorneys, loan participation banks, customers, various Bank department team members and others as needed. * Responsible for ensuring that the preliminary report and title policy exception/easements and legal descriptions for pre-closing and post-closing documents are met and that they satisfy bank policy. * Monitor the appraisal review, flood insurance, and other insurance requirements for loan pre-closing. * Monitor incoming loan funding packages and signed loan documents using a Loan Tracking system. * Fund new loan packages via cashier's check, deposit, credit, or wire as required; disburse credit line funds to borrower's accounts (advances), after determining that proper protocol and authority has been met. * Perform construction draw disbursements via cashier's check, deposit, credit, or wire as requested after determining that proper protocol and authority has been met. * Quality Control: * Review and reconcile assigned general ledger accounts including but not limited to the LSC clearing GL and SBA and participation GLs. * Review and reconcile assigned LSC Bank Use DDAs. * Respond to and investigate general ledger outages. * Ensure SBA and participation portfolio are in balance. * Review and verify outgoing wire transfers for SBA, Participations, and SAD loans for accuracy and appropriate disbursements. * Review and ensure submission of the monthly SBA 1502 Report via SBA CAFS system. * Loan Boarding: * Oversee and/or perform the accurate boarding of all loans to the Bank's core system, including but not limited to mortgage loans, HELOCs, letters of credit, construction, SBA, and participation loans. * Oversee and/or perform the review of credit approvals and fully executed loan documents for accuracy and compliance with lending policy for all product types prior to boarding, including SBA and participation loans. * Oversee and/or perform the review of Variable Plan Rate/Payment Change report and process any necessary changes. * Oversee and/or perform loan maintenance to the Bank's core system, and payment processing for charged-off/non-accrual loans. * Oversee and/or perform the review and process of incoming wire transfers for SAD and other loans. * Primary contact for communication with vendor for SBA payoff quotes and payment processing issues. * Oversee and/or perform the compiling and distribution of Investor Remittance Reports. * Oversee and/or perform research as well as and response to routine customer inquiries over the phone or in writing in a positive, professional, and responsive manner. Initiates contact with internal business partners, or third-party vendors as necessary. * Serve as team point person for the Bank's core system and Abrigo workflow. * Loan Origination - Systems Analytical Support: * As directed by Loan Servicing Manager, works with Application Support, Business Solutions Analyst, and the LSC team to coordinate implementation of system enhancements and software interfaces. * Point person for assisting Application Support with test scripts to validate system enhancements and other changes that are developed for loan servicing tasks in the IBS core, Abrigo, and other systems. * Non-Essential Functions: * Perform special projects, research, and analysis as assigned. * Perform other duties as assigned. Minimum Qualifications: Knowledge, Skills, and Abilities: * Proficient knowledge of Commercial Real Estate, Mortgage lending, Construction, SBA and consumer loan closing and disbursement/funding methodology and procedures. * Proficient knowledge of regulatory compliance requirements. * Ability to coach, train and develop employees. * Proficient knowledge and understanding SBA SOP. * Skills operating a personal computer particularly Microsoft Office Suite (Word, Outlook, Excel) and Web/Internet usage. Education and Experience: Associate's degree or equivalent in business administration, finance or related field; or an equivalent combination of education and experience, and 5 years progressively responsible experience in loan closing/funding, including 2 years supervisory experience. Physical Requirements: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds occasionally. Indoor office work environment with a majority of time sitting at a desk. Compensation: The hiring range for this position is to $71,837 to $98,775 per year. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

Klassic Recruiting and Redwood Credit Union are partnering together to locate a Mortgage Loan Officer II for their Santa Rosa, CA location. We're seeking a Mortgage Loan Officer II who cares about delivering an outstanding member experience and loves to say “yes” as often as possible. Redwood Credit Union was voted by employees as one of Sonoma County's “Best Places to Work” for 10 years running, was recently recognized as the healthiest credit union in the nation, and is known throughout the North Bay for incredibly strong community involvement through volunteerism, fundraising, and sponsorship's. Our creed is “We love to help you succeed" and it spans all aspects of financial wellness, and particularly to mortgage lending. We are a top mortgage lender in the North Bay due to our outstanding loan programs, highly competitive pricing, and our “makes sense” underwriting guidelines. Job Description Knowledge, Skills and Abilities: Thorough knowledge of Internet-based loan origination software. Thorough knowledge of real estate principles, practices, rules, and regulations. Knowledge of all residential mortgage loan products offered by RCU. Knowledge of secondary market investor guidelines and compliance requirements. Qualifications Qualifications: Equivalent to high school diploma Four years' experience in the mortgage lending industry or closely related field, including 2-3+ years as a Loan Officer Experience with Symitar software Job Type: Full-time Job Location: Santa Rosa, CA Required education: High school or equivalent Required experience: Loan Origination: 3 years Symitar Software: 2 years Secondary Market Investor Guidelines: 3 years Residential Mortgage Loan: 4 years Additional Information All your information will be kept confidential according to EEO guidelines.

We are looking for an experienced SBA Loan Closer from Private banking- Support specialist to join our team on a contract basis in Walnut Creek, California. In this role, you will play a vital part in ensuring the successful completion of loan transactions by managing loan documentation, verifying compliance, and coordinating with various stakeholders. This position offers an opportunity to utilize your expertise in SBA loan closing processes, documentation systems, and regulatory requirements. Responsibilities: - Collect and review all necessary loan documentation to ensure accuracy and completeness, including title reports, lien searches, and compliance with authorization terms. - Generate and maintain a comprehensive checklist of all required items for loan closing while ensuring pending items are resolved. - Package loan files and related documents in accordance with organizational standards and regulatory guidelines. - Obtain approval through E-tran and prepare authorization documents that align with credit terms and conditions. - Draft loan documentation using Laser Pro, ensuring precision and compliance with established standards. - Communicate effectively with clients, escrow/title companies, and insurance providers to coordinate smooth loan closings. - Ensure collateral is safeguarded by perfecting liens in the appropriate positions. - Conduct quality checks on all documentation to confirm adherence to eligibility criteria and organizational policies. - Collaborate with internal and external teams to address any discrepancies or issues related to loan closings. Requirements - At least 5-8 years of experience in loan closing and documentation, particularly with organizational loans. - Comprehensive knowledge of eligibility criteria and regulatory guidelines for loans. - Proficiency in Etran and LaserPro systems for loan documentation and approval processes. - Skilled in using tools such as Adobe Acrobat, Automated Underwriting Systems, and LexisNexis. - Strong attention to detail and organizational abilities to manage multiple tasks efficiently. - Excellent judgment and problem-solving skills to address complex loan-closing scenarios. - Clear and detail-oriented communication skills for effective collaboration with clients and stakeholders. - Familiarity with compliance requirements and closing processes to ensure regulatory adherence. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .