Loan specialist jobs in Oceanside, CA

Ultimate Staffing is actively seeking an experienced Commercial Loan Processor to join their client's reputable financial institution in San Diego. This role requires an individual with a keen eye for detail and a strong understanding of the commercial loan process. The Commercial Loan Processor will be responsible for ensuring that loan applications are processed efficiently and accurately, meeting the standards of the institution. Responsibilities Reviewing and verifying loan applications to ensure all necessary documentation is complete and accurate. Coordinating with loan officers, underwriters, and other relevant parties to gather and process loan documentation. Maintaining organized and up-to-date records of all loan transactions and documentation. Communicating with clients to obtain additional information or clarification on loan applications. Ensuring compliance with all applicable regulations and company policies throughout the loan processing cycle. Assisting in the preparation of loan closing documents and coordinating the loan closing process. Providing excellent customer service and addressing any client inquiries or concerns promptly. Working collaboratively with team members to streamline loan processing procedures and improve efficiency. Qualifications Education requirement is high; a degree in finance, business, or a related field is preferred. 3+ years of previous experience in commercial loan processing Proficient in Excel, Word, Outlook is required Experience with Symitar, LaserPro and or LaserPro SBA is preferred Effective communication and interpersonal skills. Ability to work independently and as part of a team. Required Work Hours The position requires availability during standard business hours, Monday through Friday. 8am-5pm Benefits The company offers a comprehensive benefits package including health, dental, and vision insurance, along with opportunities for professional development and advancement. Additional Details Salary: $26 - $28 per hour, Contract role for 3 months in Scripps Ranch All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. This is an in-office position located in Irvine, CA. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required.

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. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr 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 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

Commercial Loan Servicing Spec The Commercial Loan Servicing Specialist works to support an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by supporting data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to senior professionals and consistently works to maintain the accuracy of the company's commercial loan management system. Key Responsibilities and Duties Organizes processing of commercial banking products such as loans, letters of credit and banking guarantees. Reviews data inputs from loan applications and related documentation into a commercial loan management system. Works to ensure quality, accuracy and completeness of data entered into the management system. Coordinates drafting of statements for clients, along with conducting reconciliation and investigation efforts when needed. Provides information on existing loans to clients as requested. Implements best practices for resolving out-of-balance transactions to ensure accuracy of the company's commercial loan management system. Identifies erroneous transactions and reports issues to professionals for issue resolution. Provides assistance and training to junior level employees to ensure high quality delivery of services and products. Minimum Qualifications 3 years of commercial loan servicing experience Preferred Qualifications 5 years of commercial loan servicing experience Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred Experience and familiarity with commercial loan documentation Effective time management skills, able to prioritize and multi-task Self-motivated while being a constructive and dependable team player Excellent customer service skills; ability to interpret customer requirements Strong verbal and written communication skills General loan accounting skills Strong analytical and problem solving skills Attention to detail, flexible and adaptable Working knowledge of Microsoft Office Products, including Excel Educational Requirements Vocational and/or Technical Education Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC

With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs. The Opportunity: The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process. This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $23.40-$28.60 per hour. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Comprehensive Health Care Package (Medical, Dental & Vision) Life Insurance Options (Basic, Voluntary & AD&D) Generous Paid Time Off (Vacation & Holidays) Retirement Savings Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Wellness Support Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Commercial Loan Servicing Specialist This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include: Key Responsibilities and Duties Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback. Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary. Perform system onboarding tasks for the real estate portfolio of loans. Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity. Ensure all trailing documents are obtained and retained in a timely manner. Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance. Process disbursements for tax and insurance maintenance Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements. Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation. Participate in the timely and accurate completion of internal and external audits. Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned. Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes. Minimum Qualifications 3+ years of commercial loan servicing experience Preferred Qualifications 5 years of commercial loan servicing experience Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred Experience and familiarity with commercial loan documentation Effective time management skills, able to prioritize and multi-task Self-motivated while being a constructive and dependable team player Excellent customer service skills; ability to interpret customer requirements Strong verbal and written communication skills General loan accounting skills Strong analytical and problem-solving skills Attention to detail, flexible and adaptable Working knowledge of Microsoft Office Products, including Excel Educational Requirements Vocational and/or Technical Education Preferred Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC Posting End Date: 12/15/25

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330

Job Description Junior Loan Officer Opportunity Our lending team continues to expand, and we are looking for a motivated Junior Loan Officer who wants to learn to build a successful lending career while earning rewarding commissions. You will support senior loan officers, help create complete loan files, and assist with client communication while developing the skills needed to originate loans with confidence. First year earning potential when hitting goals: $100,000+ Previous lending or mortgage experience is helpful but not required. What matters most is your drive to learn, your ability to communicate clearly, and your commitment to mastering the systems and products that set high performers apart. Candidates must be willing to obtain an LMNS license as part of their professional development. This opportunity is well-suited for someone who enjoys relationships, thrives in a fast-moving environment, and wants a long-term trajectory in the lending industry. Added Value Mentorship and guidance from experienced loan professionals Access to CRM tools and marketing support to stay organized and productive Structured training to help you understand mortgage programs and compliance standards Supportive team culture focused on development and accountability Rewarding commissions for performance and qualified referrals If you are ready to learn the lending business, grow your skill set, and build a successful lending career with the support of seasoned professionals, we would like to connect. Compensation: $100,000 at plan commissions Responsibilities: Review options with senior loan officer/ MLO to make a recommendation of which home loan product to recommend based on the applicant's financial status Gather financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility Meet sales expectations, generate new business, get referrals, and monitor sales pipeline Consult with potential loan applicants - answer questions and provide additional information about home loan products to create personal relationships Liaise between realtors, senior MLO / mortgage loan originator, underwriter, mortgage lenders or mortgage bankers, and loan processors on behalf of the applicant as needed to assure the loan transaction is successful Qualifications: Some college (Bachelor's) is preferred, but a high school diploma or equivalent is required Previous experience in financial services, real estate, lending institutions, credit union, or related fields is valuable, but not required Must be willing to complete training program to obtain NMLS/ MLO/ state license Exceptional communications, sales, relationship, and MS Office skills are necessary Familiarity with home mortgage program guidelines and various types of loans such as FHA, commercial loans, VA, etc is beneficial, but not require LMNS license required Commission opportunity About Company At Seller Door Real Estate & Finance Inc., we bring real estate and lending together under one roof to give agents a powerful advantage. Our brokerage was built to provide 100% of the tools, training, and compensation agents deserve. With hands-on mentorship, proven systems, and leadership that cares about your success, we help professionals grow stronger businesses with clarity and confidence. We believe every agent should confidently answer “yes” to some of the most important questions in their career: Am I getting the mentorship and support I need? Do I have proven systems to grow consistently? Am I rewarded fairly for my results? Do I get offered stock options or an equity share plan as an agent? Do I get custom marketing support or do you have to do it on my own? At Seller Door, the answer is always yes. Our collaborative culture empowers agents to guide clients from pre-qualification to closing with excellence while building long-term success.

Job Description We are looking for a Jr Underwriter / LO Support team member to assist our loan officers in preparing loans for submission. This role is ideal for someone who is detail-oriented, enjoys problem-solving, and enjoys supporting the team in a high-energy and fast-paced environment. Compensation: $70,000 Responsibilities: Assist loan officers with guideline questions and loan scenario clarifications. Assist loan officers with calculating borrower income and preparing necessary documentation. Support loan officers in preparing loans for submission. Maintain organized, accurate records and notes in our systems. Collaborate with team members to ensure smooth loan processing. Cross-train in other areas of the loan process as needed. Qualifications: Prior underwriting and/or Loan Officer Assistant experience. Strong attention to detail and accuracy. Excellent organizational and communication skills. Comfortable using technology and learning new software systems. Ability to work in a fast-paced, team-oriented environment. About Company Why You'll Love Working Here Launch your career as a Junior Loan Officer with a 4-6 week intensive training program Gain the tools, knowledge, and confidence to become a top producer Learn directly from experienced leaders and top Loan Officers Get hands-on experience and build real, marketable skills Work in a high-energy, collaborative culture that's fun, motivating, and rewarding See hard work recognized and follow a clear path for career growth Help clients tap into their home equity and achieve meaningful goals every day

We're seeking a motivated and customer-centric Loan Servicing Specialist to join our growing team at KMFR. In this pivotal role, you'll play a key part in delivering exceptional customer experience by managing accounts throughout the entire loan life cycle. You'll engage with customers through both inbound and outbound channels, handling a wide range of inquiries and account issues. These may include routine payment questions, early- and late-stage delinquencies, insurance claims, title questions, field chase assignments, and repossession coordination. All of this takes place in a fast-paced, call center-style environment that values empathy and professionalism, and quick problem-solving. Every interaction is an opportunity to build trust and loyalty through active listening, clear communication, and thoughtful solutions. We're looking for someone who thrives in a startup culture, is adaptable, goal-driven, and passionate about delivering exceptional customer care while achieving individual and team performance goals. This position will report to the Collections Manager. Key Responsibilities: * Account Management & Customer Engagement: Manage powersports installment loan accounts from funding through payoff, delivering high quality service at every stage of the customer's journey. Communicate with customers via phone, email, SMS, and other approved channels to address payment inquiries, account updates, and other requests with efficiency and care. Proactively resolve early- and late-stage delinquencies by negotiating payment arrangements and offering hardship solutions, always with empathy and understanding. Monitor accounts to identify and address issues early, with the goal of reducing losses and preserving strong customer relationships. * Maintain a Brand-Forward Approach: Represent the company with integrity and professionalism in every interaction, ensuring a customer-centric experience that upholds our brand values and long-term relationships. * Advanced Account Servicing & Research: Review account details including loan terms, payment histories, and contract obligations to assist customers in understanding their balance and next steps. Identify, handle and escalate specialized account concerns such as insurance claims, bankruptcy notices, SCRA, suspected fraud, and title questions. Ensure all accounts are accurately flagged and handled according to regulatory requirements and company policies. * Collections, Recovery & Repossession Coordination: Assign delinquent accounts for field chases or repossession, coordinating with vendors to recover powersports collateral when necessary. Send timely, compliant post-repossession notices. Utilize skip tracing tools to locate customers or the collateral and maintain consistent follow-up on recovery activities. Collaborate with repossession agents and internal recovery teams to ensure a smooth, professional process that reflects the company's brand values. * Customer Advocacy & Issue Resolution: Respond to customer concerns and complaints with professionalism, working toward swift, effective resolutions while maintaining a positive rapport. * Documentation & Compliance: Document all customer interactions, payment arrangements, escalations, and account actions thoroughly and accurately in the Loan Management System (LMS). Maintain compliance with all relevant federal and state regulations, including FDCPA, Regulation F, FCRA, SCRA, TCPA, and other applicable laws, while strictly adhering to internal policies and procedures. Ensure that all servicing activities meet legal and ethical standards, particularly in critical tasks like repossessions, bankruptcies, SCRA, cease & desist and insurance claims. * Collaboration & Continuous Improvement: Work closely with other internal departments. Contribute to team success by participating in special projects, process enhancements, other duties as assigned, and brainstorming sessions aimed at improving customer experience and operational efficiency. Embrace the pace and flexibility of a startup environment, continuously seeking ways to evolve with the business and better serve our customers. Qualifications: * Associate's degree in Finance, Business, or other related field preferred: equivalent work experience will be considered. * A minimum of 4 years of hands-on experience in full-cycle loan servicing, including early- and late-stage collections, account recovery, repossession coordination, and cradle-to-grave account management within the auto, powersports, or consumer finance industry. * Excellent verbal and written communication skills, with a strong focus on empathy, emotional intelligence, and active listening. Ability to de-escalate tense conversations while maintaining professionalism and customer trust. * Strong negotiation, interpersonal and detail-oriented skills. * Proven ability to negotiate payment arrangements with tact, respect and a solution-oriented mindset, even in sensitive or emotionally charged situations. * Highly organized and detail-oriented, with a commitment to accurate documentation and adherence to company procedures, legal requirements, and regulatory standards. * Comfortable using Loan Servicing Systems and CRM tools; proficiency in Microsoft Office applications (Excel, Word, Outlook). Experience in dialer platforms and digital communication tools is a plus. * Strong knowledge of relevant federal and state debt collection laws and guidelines including, FDCPA, Rosenthal Act, Regulation F, FCRA, TCPA, GLBA, EFTA, SCRA, UDAAP, Bankruptcy Code Sections 362 & 524. * Fosters a positive, inclusive, and collaborative team environment rooted in trust, respect, and open communication. Consistently demonstrates professionalism and integrity in all interactions while contributing to a workplace culture that values teamwork, accountability, and shared success. Encourages solution-oriented dialogue, transparency, and alignment with company values to support a healthy, high-performing team dynamic. * Ability to work on-site at our Foothill Ranch, CA office. Profile Differentiators: * Extensive end-to-end loan servicing experience across the auto, powersports, and consumer finance sectors, with a proven track record in early- and late-stage collections, account recovery, repossession coordination, and full account lifecycle management. * Skilled in leveraging technology including skip tracing platforms, Loan Management Systems (LMS), CRM tools, SMS platforms, and auto-dialers. Demonstrates agility in learning and adopting new systems to drive efficiency and customer engagement. * Deep understanding of federal and state regulations, including FDCPA, TCPA, SCRA, UDAAP, repossession laws, and bankruptcy procedures. Maintains a strong commitment to compliance, ethical standards, and risk mitigation in all servicing and recovery activities. * Detail-oriented in account analysis, capable of identifying red flags, complex servicing issues, and special circumstances such as suspected fraud, lien perfection issues, insurance claim, impounds and customer disputes. Ensure accurate and timely documentation in all account records. * Combines assertive recovery strategies with empathetic communication, maintaining a respectful, brand-aligned approach even in high-stress or sensitive financial conversations. Focused on building trust and long-term customer relationships. * Thrives in fast-paced, performance-driven environments, especially within startup or growth-stage companies. Brings flexibility, initiative, and a solutions-focused mindset to a dynamic team culture. Salary: * Salary range: $28-$32 per hour based on experience and qualifications.

Job Description As a Junior Loan Officer within our team, you won't merely be assisting other loan officers; you'll be equipped with the tools and guidance to chart your own course to success as a Loan Officer. This isn't just a job opportunity; it's a gateway to significant growth and a route to triumph. Collaborate with seasoned professionals, absorbing their expertise and effective strategies, even in a challenging market. But here's the key: we're not just aiming for you to learn; we want you to thrive. We're seeking someone with a spark, ready to pursue their career goals while contributing to a shared mission. It's all about synergy - your growth propels ours. If you're eager to establish and grow your career within the first 12 months and are driven to leave your mark, you're the talent we're looking for. Connect with our systems, marketing, and product offerings, meticulously crafted for swift growth and efficiency. Let's elevate your potential into tangible successes. Reports to: Branch Manager Employment Status: Full-time Job Summary: Entry Level Position! Sense of Urgency (being proactive vs. reactive) High-Level Communication Skills Team Player and coachable individual Organized and Task-oriented Speaks with Clients, building rapport Collects and reviews Documents for their Home Loan Review the loan Application for the application Submitting for Pre-Approval and collecting all Pre-Approval Critical Conditions Manages Accurate Data within CRM Works with Loan Officers, Realtors, and Clients to ensure a smooth Loan Process from the Start Compensation: $59,000 - $70,000 yearly Responsibilities: Non-Essential Job Functions: Participates in and leads proactive team efforts to achieve departmental and company goals. Adopts CrossCountry values in personal work behaviors, decision-making, contributions, and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can-do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun. Performs other duties as assigned. This job is creative, fast, fun, and can serve many different Departments! Qualifications: Required Knowledge and Skills: Microsoft Word, Excel, and PowerPoint Knowledge. Willingness to gain NMLS License. Organization Skills. About Company At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun. If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.

Job Description reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: Understand and comply with requirements of all laws and regulations applicable to the position Answer telephone calls regarding routine loan inquiries Update daily indices on the loan core system Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request Audit Rate adjustments and ARM notices as they occur Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance Payoff loans by working with title and escrow to facilitate the payoff Assist with processing Verification of Mortgage forms Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs Board new loans to the loan core system Provide highly responsive and consistent levels of customer service to the Bank's internal and external customers Assist with any departmental duties and projects as assigned Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: Irvine, CA: $52,700 - $62,800 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: High School diploma or equivalent required; higher degree preferred Minimum of 3 to 5 years of loan service experience including Freddie Mac and SBA reporting; experience in working with a variety of loan documents and the ability to review and comprehend the loan documents in preparation for loan boarding Skills: Must have a clear understanding of the mechanics and functionality of adjustable-rate loans Basic knowledge of information technology required Extensive experience working with adjustable-rate loans Excellent organizational and communication skills, written and verbal PC proficiency in MS Word, Excel, and Outlook Advanced Excel skills a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

at loan Depot The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations.Responsibilities: Collects all conditions up to loan funding after initial handoff from sales Prepares, validates, communicates, and delivers disclosures Manage a pipeline of 40-60+ loans at a given time. Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail. Communicate with customer consistently meeting companies SLA's Requirements: Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds. Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required. Why work for #teamloan Depot: Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage. Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. Work with other passionate, purposeful, and customer-centric people. Extensive internal growth and professional development opportunities including tuition reimbursement. Comprehensive benefits package including Medical/Dental/Vision. Wellness program to support both mental and physical health. Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Ready to break into the mortgage industry but not sure where to start? Federal First Lending is one of the fastest-growing equity-based mortgage companies in the nation, specializing in Home Equity Loans (HELOANs), Home Equity Lines of Credit (HELOCs), and modern equity-access solutions designed for todays market. Were actively hiring Junior Loan Officers to join our high-energy, high-support call center team. This role is the perfect entry point for someone who wants a clear, structured career path to becoming a licensed Mortgage Loan Officer. We provide the roadmap, training, mentorship, and licensing support you bring the drive, coachability, and hunger to grow. What We Provide: Elite training program with hands-on script and sales coaching One-on-one mentorship from top-producing Loan Officers Competitive base pay + uncapped bonus potential A high-energy, supportive team culture Daily access to high-intent inbound leads (no cold calling lists) What Youll Be Doing: Make and receive 100+ calls per day to connect with homeowners who requested a loan quote Provide a warm, professional introduction to Federal First Lending and our loan process Gather basic borrower information and pre-qual details Transfer 15+ qualified leads daily to our licensed Loan Officers Learn to handle objections confidently using our proven scripts, training, and coaching Maintain a positive, upbeat presence on every call Grow your skillset continuously through training, mentorship, and real call experience Who Were Looking For: Outgoing, confident communicator who enjoys talking to people Driven and competitive, with a strong desire for growth Coachable, open to feedback, and eager to learn Strong work ethic and team-player mindset Call center or phone sales experience is helpful, but not required No mortgage experience needed we will train you from the ground up Why Federal First Lending? Advanced training & script mastery coaching Supported path to earn your Mortgage Loan Officer license Fast-track promotion opportunities Uncapped earning potential Modern, in-demand products (HELOANs & HELOCs) Work directly with industry pros and learn skills that last a lifetime At Federal First Lending, we reward performance, promote from within, and invest in people who invest in themselves. If you're ready to hustle, learn, and build a long-term career in mortgage lending, this is your moment.

reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: * Understand and comply with requirements of all laws and regulations applicable to the position * Answer telephone calls regarding routine loan inquiries * Update daily indices on the loan core system * Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request * Audit Rate adjustments and ARM notices as they occur * Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations * Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance * Payoff loans by working with title and escrow to facilitate the payoff * Assist with processing Verification of Mortgage forms * Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs * Board new loans to the loan core system * Provide highly responsive and consistent levels of customer service to the Bank's internal and external customers * Assist with any departmental duties and projects as assigned * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Irvine, CA: $52,700 - $62,800 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School diploma or equivalent required; higher degree preferred * Minimum of 3 to 5 years of loan service experience including Freddie Mac and SBA reporting; experience in working with a variety of loan documents and the ability to review and comprehend the loan documents in preparation for loan boarding Skills: * Must have a clear understanding of the mechanics and functionality of adjustable-rate loans * Basic knowledge of information technology required * Extensive experience working with adjustable-rate loans * Excellent organizational and communication skills, written and verbal * PC proficiency in MS Word, Excel, and Outlook * Advanced Excel skills a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description Summit Home Lending is looking for a motivated and service-driven Junior Loan Officer who already holds an active NMLS license. The ideal candidate has some sales experience, strong communication and relationship-building abilities, and excellent attention to detail. You will join a supportive team committed to your growth, and we will train you to become a successful, full-producing loan officer. If this sounds like the right fit, we encourage you to apply. Compensation: $37,500 - $120,000 yearly Responsibilities: Training & Development (First 4-6 Weeks) Participate in daily training sessions covering loan programs, guidelines, systems, sales processes, and compliance. Shadow top producers and leadership on live discovery calls and closing calls. Practice script work, objection handling, and communication techniques. Learn Summit's internal systems, CRM, LOS, workflow, and lead management process. Complete weekly performance benchmarks to demonstrate progress and readiness for promotion. Sales Preparation Develop a thorough understanding of Summit's HELOC and refinance products, qualification requirements, and lending guidelines. Learn how to structure loans, calculate income, review credit, and analyze client goals. Prepare for client-facing conversations by mastering key metrics and numbers to present during calls. Understand lead sources and effectively manage assigned leads. Client Interaction Readiness Practice building rapport, gathering client goals, and conducting full discovery conversations. Study and role-play closing call structure, objection handling, and commitment techniques. Learn how to present loan options clearly and confidently. Promotion to Loan Officer (Post-Training) Begin making outbound sales calls and handling inbound transfers. Conduct full discovery and closing calls with clients. Sell and structure home equity loans and refinances aligned with client needs. Provide a seamless client experience from the first conversation to submission. Maintain high activity levels, consistent follow-up, and strong pipeline management. Professional Expectations Demonstrate coachability, a strong work ethic, and a desire to grow into a top-producing Loan Officer. Maintain punctuality, professionalism, and adherence to the company's core values. Collaborate with teammates, leadership, processors, and support staff. Uphold compliance, ethical lending standards, and accurate documentation. The more you put in, the more you earn! Qualifications: NMLS Licensed (REQUIRED) - Ready to hit the ground running Confident & coachable - You take feedback & apply it fast Sales or customer service experience? Big plus! Competitive mindset - Former athletes & sales pros thrive here! Money-motivated - You want a career with great earning potential Don't wait - Apply now & start your mortgage career today! About Company Why You'll Love Working Here Launch your career as a Junior Loan Officer with a 4-6 week intensive training program Gain the tools, knowledge, and confidence to become a top producer Learn directly from experienced leaders and top Loan Officers Get hands-on experience and build real, marketable skills Work in a high-energy, collaborative culture that's fun, motivating, and rewarding See hard work recognized and follow a clear path for career growth Help clients tap into their home equity and achieve meaningful goals every day

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!