About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home LoanSpecialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
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Loan Officer
Olympia Federal Savings 3.2
Loan specialist job in Tumwater, WA
OlyFed employees love the places we work and the communities we serve. In addition to a generous benefit package and opportunities for career growth, OlyFed employees are able to boast about working for an organization with a positive reputation and a proven commitment to our communities.
OlyFed prides itself on a history of personal, high-quality service to our customers and community. The spirit of giving is built into our charter and culture. Each year OlyFed dedicates 5-15% of its revenues to community support. In addition to corporate financial contributions, our employees extend the policy of community involvement by donating their time and talents.
The Loan Officer will provide prompt, knowledgeable, and courteous service to loan customers for all types of Association loan programs (mortgage, consumer, etc.). Receive loan applications, order required documentation, analyze, and submit applications to underwriting for determination.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Advise individuals of OlyFed lending programs and quote loan interest rates and fees.
Provide appropriate application forms and disclosures. Assist customers with completion.
Request confidential financial and ECOA information from loan applicants, complying with state and federal lending regulations and Association loan policies.
Analyze, evaluate, and prepare file for loan processing. Present or submit application and documentation to underwriting for loan decision and make recommendations.
Prepare initial loan modifications for servicing. Input data for HMDA/LARS report maintenance.
Prepare monthly cross-sales and transaction logs and other reports as necessary.
Understand and refer association products and services.
Actively network and promote products at community and Oly Fed sponsored events to facilitate growth, which are occasionally outside of normal working hours.
Participate in community education outreach.
Other duties as assigned.
Requirements
KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS:
Meet or exceed annual production goals as established by the Association.
Excellent public and customer relations skills to effectively communicate with internal and external customers, determine their needs, and maintain their confidence.
Thorough understanding of banking regulations and Association policies and procedures with demonstrated ability to interpret and apply policies and regulations quickly and independently.
Organization and flexibility to prioritize workload in a fast-paced, customer-driven environment.
Utilize analytical techniques and exercise independent judgment to identify strategies to solve problems and complex customer needs.
Keep abreast of changing business and economic developments and real estate submarkets.
Exercise customer confidentiality and discretionary judgment.
Exceptional written and verbal communication skills including the ability to clearly communicate and explain complex banking, lending and legal regulations and documents.
Proficiency in basic computer programs with ability to learn new software.
Read, write, speak, and understand English well. Perform basic calculations.
Travel to other OlyFed branches and community events.
QUALIFICATIONS:
At least three years' experience as a mortgage loan officer or five or more years' experience in lending or a closely related field preferred.
Demonstrated in-depth knowledge of lending in the Thurston, Mason, and Lewis County markets.
Requires National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the SAFE Mortgage Licensing Act. To be registered with OlyFed.
Bachelor's degree or equivalent experience and training in a related field preferred.
Must be bondable.
PHYSICAL DEMANDS & WORK ENVIRONMENT/CONDITIONS:
Duties are performed in usual office conditions. Ability to operate standard office equipment including personal computer, standard keyboard, 10-key calculator and work a standard shift with repetitive wrist and hand movements. Ability to talk and hear. Ability to stand or sit for extended periods of time. Occasionally lift, move, or carry items up to 15 lbs. Ability to concentrate on the matter at hand, under sometimes distracting work conditions. Requires manual dexterity and handling ability. Use hands and arms to finger, handle, grab and reach. Specific vision abilities including close vision and the ability to adjust focus. Work may involve eyestrain due to constant use of computer screens. Occasional walking, kneeling, stooping, crouching, and bending. Ability to be mobile office-wide for various business needs.
Employees are covered by medical, dental, vision, basic life insurance and long-term disability. Voluntary benefit coverage includes life insurance, AD&D, legal, accident, critical illness, hospital indemnity, and FSA. Options for family coverage are available. Employees can enroll in our company's 401k plan. We offer immediately vested 5% 401k match, as well as profit sharing. Employees are eligible for annual incentive bonus. Full-time employees will receive the following paid time off per month: 6.67 hours of vacation leave and 8 hours of sick leave. In addition, the following paid time off per year: 11 paid holidays; a float holiday; a birthday holiday; 24 wellness hours; 16 volunteer hours. Modified for part-time employees.
OlyFed is an Equal Opportunity Employer and affirmative action employer. EOE AA M/F/Vet/Disability
If you require a reasonable accommodation to complete the application process, please contact Human Resources at ************.
Salary Description $26.09 to $49.53 per hour
Min USD $22.00/Hr. Max USD $25.00/Hr. Job Summary The Loan Servicing Department has an opening for a Loan Servicing Specialist. The position supports loan servicing functions, delivers comprehensive and prompt customer service to internal and external customers and exercises quality control oversight in the execution of all duties. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and customers. Key functions include but are not limited to the following:
Deliver excellent customer service to internal and external customers in the execution of all assigned loan servicing duties within service level standards.
Prepare payoff quotes as written requests are received from escrow companies, branches and clients.
Receive and post incoming payoff checks and insure any overages are returned to the client.
Prepare the lien release for real estate secured loans.
Accurate and consistent performance of daily insurance functions.
Perform post-closing quality control on modified and newly funded loans.
Assist department with other daily functions.
Qualifications
Position requires a high school diploma or equivalent.
Able to deal effectively and tactfully with internal and external clients.
Can function well under deadlines.
Ability to organize, prioritizes, and communicates status on work assignments in a consistent manner.
Ability to perform daily work according to prescribed schedules and be flexible to meet departmental needs.
Regular, consistent attendance.
Experience in real estate lending processing and documentation is beneficial.
Benefits
At WaFd Bank you get all of these great benefits!
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date 1/26/2026
$22-25 hourly Auto-Apply 16h ago
Consumer Loan Officer Trainee
Reliable Credit Association
Loan specialist job in Federal Way, WA
The Consumer Loan Officer Trainee (CLOT) is a non-exempt employee that performs customer service and collection duties, investigates, and develops credit applications, works to obtain discretionary credit approval for the origination of direct consumer loans and the purchase of retail installment contracts, while providing other support as needed for branch operations. The Consumer Loan Officer Trainee is a key learning role as part of our Credit Officer development program.
Essential Functions May Include:
Provide customer service primarily by telephone, in-person, and electronically by offering appropriate solutions, resolution for issues, and follow up.
Collections of certain past due loans and contracts, including making payment arrangements.
Marketing for loans by inviting customers to apply for loans and offering optional ancillary products, if properly licensed, when they may provide benefit to the customer.
Obtaining and inputting, primarily by telephone, direct consumer loan applications, including inputting complete credit applications, identifying the real loan purpose and potential collateral to secure the loan.
Investigate and develop direct consumer loan and contract credit applications, including interviewing applicants to obtain additional information, verification of employment and other credit history.
Analyzing, examining, and evaluating credit applications. For training purposes, the Consumer Loan Officer Trainee will make credit recommendations to a Consumer Loan Officer whether to approve, decline or counteroffer both direct loan and contract credit applications.
Consumer Loan Officer Trainee is expected to contribute as needed to every project at Reliable Credit and to work as necessary to meet our customers' needs and organizations success.
In addition to the job specific requirements above, the following requirements are expected of all members of the team:
Consistently maintain a professional demeanor and communicate in a respectful and collaborative manner.
Follow direction, is engaged and productive and is flexible and adaptable to changing conditions and expectations.
Collaborate with and support other members of the company, customers, and dealers.
Maintain punctual, regular, and reliable attendance.
Demonstrate the Company's core values (Vision Statement) and complies with all Company policies and procedures.
Complete all assigned training requirements.
Scope and Accountability:
Incumbent's decisions and actions moderately impact the company's revenue and operations. Decisions and actions may have a moderate impact on reputation, and/or employee and customer satisfaction.
Incumbent makes limited independent decisions, and actions are guided by clearly stated standards, parameters, and processes. Incumbent performs work under a normal level of supervision.
Work under established guidelines and controls including Employee Handbook, Operations Manual, and internal guidelines and work procedures.
Qualifications
Knowledge, Skills, and Abilities:
College degree preferred. May consider 2+ years of industry related experience,
and/or a combination of education, related experience, and/or training.
Commitment to continuous learning with the ability to develop process, people, leadership, and management skills as a participant in our development program (if, and/or when program is available).
Ability and desire to interact with a diverse customer base.
Ability and desire to learn and accurately apply applicable laws and regulations required within the finance/credit/banking industry.
Ability and desire to learn, effective credit underwriting, including approval, denial, and counteroffer of originating direct consumer loans and purchasing retail installment contracts from primarily automobiles dealers.
Ability and desire to learn, effective negotiation and marketing skills
Critical and inquisitive thinking, analytical skills, and attention to detail to draw out information and aide decision making.
Solid understanding of the economics and risk elements related to financing.
Ability to analyze and interpret financial data.
Effective decision-making and negotiating skills.
Ability and desire to learn and accurately apply applicable laws and regulations
Ability and desire to learn and navigate multiple tasks, systems, and situations while working under pressure to meet deadlines. and to read and interpret manuals and guidelines.
Organizational and time management skills.
Professional verbal, written and interpersonal communication skills.
Teamwork/Rapport building skills.
Basic computer skills, including a general proficiency using Microsoft Office programs.
Incumbents are required to obtain any necessary insurance licensing prior to
consummating loans with optional ancillary products.
Willingness to be part of a development program with initial focus on our Credit Officer position. The Credit Officer position requires (1) sound loan and contract credit approval judgment, (2) being comfortable and effective in negotiating the purchase price of a retail installment contract from primarily automobile dealers, and (3) being comfortable and effective with inside and outside marketing to primarily automobile dealers.
Bilingual (Spanish/English) is a plus.
Work Environment and Physical Demands:
The work environment and 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 the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and readily and effectively communicate. The employee must occasionally lift and/or move up to 15 pounds. Vision abilities required by this job include ability to effectively see within an office environment, which may include long term computer exposure, and to adjust focus accordingly.
The duties of the job are primarily performed in an office environment. There is some exposure to noise in the work environment, which is usually mild to moderate. The (insert job title) may at times require a limited amount of time doing outside sales primarily at automobile dealerships.
Disclaimer Language
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Employees may be required to perform duties outside of their normal responsibilities from time-to-time, as needed.
Reliable Credit Association, Inc. is an equal opportunity employer that strives to create a diverse workforce and an inclusive culture.
$70k-94k yearly est. 16d ago
Junior Consumer Loan Processor
Seattle Bank 3.6
Loan specialist job in Seattle, WA
Full-time Description
Who We Are
Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.
Position Summary
The position of Junior Consumer Loan Processor is responsible for ensuring the timely and accurate preparation and packaging of consumer loans from the beginning of the application to funding by working closely with the Mortgage Loan Originator(s) and Fintech partners through the entire loan process. Partners with the Mortgage Loan Originator(s), Credit Administration and Loan Operations to successfully implement new consumer products and services.
This position is located in our downtown Seattle office and requires full-time, in-person work.
Essential Duties
Physically attending work on a set and predictable schedule is an essential function of this job.
Process consumer mortgage loans and home equity lines of credit under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements.
Maintain a pipeline of loans and is responsible for the timely and compliant flow of such loans through the process.
Enter all required data and documentation into loan origination system, follow-up and communicate with clients, business partners and the Mortgage Loan Originator(s) to obtain missing or updated documentation to process the mortgage loan file in a timely manner.
Request and review required documentation, including credit reports, title reports, appraisals, tax returns, verifications of employment/assets, flood certification, etc., and ensure the information is complete, accurate and comply with company standards, applicable regulations, and guidelines.
Ensure that the loan funding process is performed accurately, on time, and that all applicable departments are kept abreast of the funding
Assist with the implementation of new consumer loan products, services and fintech partnerships
Ensure that all system issues are identified, tracked, reported and resolved in a timely manner.
Assist Loan Operations Manager & Consumer Loan Operations Lead with special projects related to streamlining loan workflow, creating/updating procedures and maintaining systems.
Provide reports as needed for Management and/or the Board.
Follow all Bank policies and procedures, compliance regulations and completed all required annual required or job-specific training.
Requirements
Due to the collaborative nature of this position, it requires daily in-person work. [After a 90-day training period, this position allows for one day of work from home each week.] No exceptions will be granted.
Bachelor's degree or equivalent from a four-year college or university or three to five years of related experience and/or training.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze and interpret documents and professional journals, understand procedures, write reports, correspondence and procedures, speak clearly to customers and employees.
Proficiency with personal computers and related software packages such as Word and Excel.
Tactfulness and proven ability to handle sensitive and confidential situations.
High energy, self-motivated, and service-oriented attitude.
Ability to work on multiple projects with the flexibility for changing priorities; the ability to work with constant interruptions.
Strong organizational skills, attention to detail, ability to meet deadlines, and assist other department needs.
Effective organizational and time management skills.
Seattle Bank Benefits
We're committed to delivering our promise of peace of mind to our clients. But we're also committed to our team members. We have intentionally designed a culture and work space that are highly collaborative, inclusive and supportive. We believe in the value of each team member and offer a full range of benefits and perks designed to support both your personal and professional goals. Our com prehensive benefits program for eligible employees includes:
Medical/Vision, and Dental insurance
Life Insurance, Long Term Disability, Voluntary Life
401K with Bank contribution, Stock Award, and Incentive Opportunity
Paid Time Off:
Vacation - 3 Weeks
Sick Time - 1 hour per 40 hours worked
Holidays - 10 days
Transportation and fitness benefits
And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.
Salary Description $60,000 - $75,000 per year
$60k-75k yearly 4d ago
Loan Processor
Crosscountry Mortgage 4.1
Loan specialist job in Lacey, WA
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
* Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
* Assemble the complete loan package in proper order for underwriting.
* Verify all required documentation (pre-underwrite) in the file.
* Complete the required loan checklist.
* Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
* Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
* Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
* Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
* Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
* Manage pipeline by completing and submitting reports within allotted turn-around times.
* Assist set-up of loans.
* Document all communication related to the loan application in the conversation log.
* Train and assist supervision of new Loan Processors and other processing personnel.
* Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
* Available to work varying hours and overtime if needed.
Qualifications and Skills:
* High School Diploma or equivalent.
* Minimum of 5 years' residential mortgage processing experience.
* Experience with Encompass.
* Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
* Knowledge of DU, LP, Microsoft Office, and Windows.
* Excellent math and analytical skills.
* Excellent communication skills.
* Excellent prioritization and time management skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
* Hourly Rate: $24.03 - $28.84
* Bonus Eligible
* The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$24-28.8 hourly 12d ago
Loan Officer
Caliver Beach Mortgage
Loan specialist job in Tacoma, WA
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description:
· Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
$38k-51k yearly est. 60d+ ago
Mortgage Loan Officer / Home Loan Specialist
Churchill Mortgage Corporation 3.2
Loan specialist job in Seattle, WA
Why Churchill Mortgage? We provide our Loan Officers the systems and processes that allow them to close more loans, faster and with the highest customer service ratings. Our Operations Team truly takes ownership of the process; delivering an enjoyable and referable experience to every customer, every time no excuses. Our systems & processes allow you to spend more time originating, building relationships and generating new clients.
Our Commitment to You: We're here to help you close business, not put up roadblocks. As a team we all operate under the maxim of supporting you, in every way possible. You'll be instantly impressed at the level of service and attention you receive. In fact, many of our new hires tell us that they keep pinching themselves after 2-3 months. It's that good here.
We would like to talk with you if you love serving clients, are experienced, and have the heart of an educator. Looking for well qualified originators that focus on file quality.
Responsibilities
Educate customers on best financing solutions
Manage a large pipeline of loans
Originate and make sales of loan packages to customers, including meeting and counseling with customers at their homes and offices.
Engage in marketing, promotion and business development activities in support of sales, including calling on real estate agents and brokers, financial advisors and other potential referral sources.
Provide applicants with information regarding the loan application process.
Oversee all customer interactions and ensure a smooth transaction by interfacing with Realtors and Processors
Other duties may be applicable as business needs may dictate and as assigned by management.
Qualifications
Qualifications
Dedicated to growing yourself and your skills
Active NMLS license
2+ years of self-gen mortgage origination experience required
Knowledge of basic loan programs and loan structuring needed for success
Desire to grow and be coachable with the best leadership in the industry
Must be able to pass a criminal history information background check. Other duties may be applicable as business needs may dictate and as assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you are working from home, you must have access to reliable, high-speed internet (not satellite; Minimum of 25 Mbs download speed and 15 Mbs upload speed).
Compensation
Drive your own success: earn $75,000 to $200,000+ per year based on closed loan volume, with no cap on potential.
Benefits
Churchill Mortgage's generous benefits package is available to all full-time employees. This includes Medical, Dental, Vision, HSA, FSA, Life, Disability, Accident, Cancer, Critical Illness, 401(k) & ESOP (Employee Stock Ownership Program).
Employees Own the Company
Our ESOP was established by founder and president, Mike Hardwick, in 2013. It gives all current and future Churchill Mortgage employees ownership of the company in the form of company stock. Churchill Mortgage is the first privately-owned mortgage company to offer an Employee Stock Ownership Program (ESOP).
Churchill Mortgage Corporation is an Equal Opportunity Employer
$39k-53k yearly est. 16d ago
Loan Officer - Shelton,WA
Premier Mortage Resources
Loan specialist job in Shelton, WA
Loan OfficerLocation: Shelton, WACompany: Premier Mortgage Resources (PMR) Are you a motivated, client-focused mortgage professional? Join Premier Mortgage Resources (PMR) as a Loan Officer and be part of a dynamic, growth-driven team! Why PMR?
✔ Access to our proprietary Xcelerate Loan System✔ Expansive loan product offerings✔ Competitive compensation & transparent pricing models✔ In-house underwriting & operational support✔ Fast closings - 21 days or less
Responsibilities:
Build and maintain strong relationships with clients, real estate agents, and referral partners
Guide borrowers through the mortgage process from application to closing
Analyze financial documents to determine loan eligibility
Stay up to date on industry trends, loan products, and compliance regulations
Collaborate with internal teams to ensure seamless and timely loan processing
Qualifications:
Active NMLS license and compliance with federal/state mortgage regulations
Proven experience in mortgage lending, banking, or sales
Strong understanding of loan products and guidelines
Excellent communication and relationship-building skills
Ability to manage multiple clients and deadlines in a fast-paced environment
We're passionate about helping people achieve homeownership. Ready to grow your career? Apply today!
$38k-51k yearly est. 8d ago
Loan Officer
Guild Mortgage 4.3
Loan specialist job in Tacoma, WA
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards, ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers.
Essential Functions
Obtain an accurate and thorough 1003.
Collect supporting documentation from borrower:
30-day paystubs
2 years tax returns
Last 2 years W2's
Award letters, disability, trust income, etc.
LOE for Gaps in jobs
At initial contact with borrower provide needs list and complete application
2 months bank statements
Obtain executed disclosures within regulations time frame.
Obtain accurate AUS findings.
Analyze credit report and financial scenario, determining appropriate loan product(s).
Determine (price) a profitable loan and communicate fees to ops team.
Submit a complete loan package to processing.
Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval.
Lock in rate.
Review CD to ensure fees and cash at closing are consistent with commitment to Customer:
Issue Lender Credit if needed
If loan out of balance, work with processor & branch manager to request subsidy
Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
Coordinate, create, track and distribute marketing materials.
Manage client and referral partner databases.
Answer customer inquiries involving rates, products and loan application status to ensure quality customer service.
Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer.
Qualifications
High school diploma or equivalent required.
At least two years of experience in Mortgage lending or related field.
Active NMLS License.
Ability to manage multiple priorities, strong detail orientation and highly organized.
Works with a strong sense of urgency and responsiveness.
Passionate about delivering excellence in customer service.
Demonstrated patience and professionalism when interacting with both internal and external customers.
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
Strong verbal and written communication skills.
Supervision
Intermittent to low supervision required, depending on experience
Apply sound judgment in execution of core job responsibilities
Travel: 0%
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
This position offers eligibility for incentive compensation.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
$39k-53k yearly est. 60d+ ago
Experienced Loan Officer
Solid Rock Recruiting LLC
Loan specialist job in Seattle, WA
Job DescriptionExperienced Loan Officer
Compensation: $100,000 - $150,000 (Base + Incentives) Employment Type: Full-Time
About the Bank
We are a well-established community bank committed to serving local businesses and individuals with reliable service and local decision-making. As our loan portfolio continues to grow, we are seeking an Experienced Loan Officer to join our team and support ongoing lending needs across the community.
Position Overview
The Experienced Loan Officer will develop, manage, and grow a portfolio of commercial and consumer loans. This role is ideal for a lender who thrives on relationship building, portfolio management, and delivering high-quality client service.
Key Responsibilities
Build and maintain strong relationships with new and existing clients across the community.
Analyze financials, credit reports, and collateral to structure appropriate loan solutions.
Manage a diversified loan portfolio and ensure ongoing credit quality.
Present loan requests and recommendations to the credit team/loan committee.
Identify growth opportunities through client outreach, referrals, and community involvement.
Provide a high level of responsiveness and support to clients and internal partners.
Ensure all lending activities follow bank policies, regulatory requirements, and risk guidelines.
Qualifications
3+ years of experience as a Loan Officer or Commercial/Consumer Lender (community bank experience preferred).
Strong credit analysis and financial statement review skills.
Proven track record of building and managing a healthy loan portfolio.
Ability to grow business through relationships, networking, and local presence.
Excellent communication and client-service skills.
Bachelor's degree in Business, Finance, Accounting, or related field preferred.
Compensation & Benefits
Total earnings of $100,000 - $150,000 (base salary + incentive plan)
Full benefits package (health, 401k, PTO, etc.)
Local decision-making and strong support from leadership
Long-term career stability and growth opportunities
How to Apply
Please send your resume to brian@solidrockrecruiting.com with the subject line:
Experienced Loan Officer Application
.
All inquiries are fully confidential.
$38k-51k yearly est. 4d ago
Mortgage Loan Officer - Consumer Direct (Seattle, Washington)
Zillow 4.5
Loan specialist job in Seattle, WA
About the team As a Mortgage Loan Officer within Zillow Home Loans, you'll be part of Zillow Group's FinTech division focused on delivering a high-volume, digitally driven home financing experience. This team supports homebuyers through Zillow's digital channels, responding to active purchase intent with speed, consistency, and execution. The Digital team plays a critical role in helping customers move from inquiry to funded loan through disciplined process, operational excellence, and performance at scale.About the role
This is an opportunity to grow your career as a Mortgage Loan Officer in a fast-paced, phone-based sales environment, hybrid out of our Seattle, Washington Office. You'll originate purchase mortgage loans using company-provided digital leads, guiding customers from first contact through funding. Success in this role comes from volume, responsiveness, and execution against clearly defined metrics-supported by Zillow's technology, training, and lead flow.
You Will Get To:
Originate purchase mortgage loans by converting company-provided digital leads through high-volume inbound and outbound calls.
Respond quickly to new leads, conduct discovery calls, and assess customers' readiness and financing options.
Guide homebuyers through the mortgage process from application through funding with clarity and efficiency.
Manage a large pipeline of active purchase loans while meeting defined SLAs, productivity metrics, and call expectations.
Use CRM and loan origination systems (LOS) to track activity, manage follow-ups, and maintain accurate pipeline status.
Deliver a consistent, high-quality customer experience through phone, email, and text communication.
Partner with processing, underwriting, and closing teams to move loans efficiently and improve conversion rates.
Maintain active licensing, complete required education, and participate in ongoing professional development.
This role involves the collection, storage, and use of your voiceprints (records of speech) for operational and compliance purposes.
In addition to a competitive base pay, employees in this role are eligible for incentive compensation. Actual amounts will vary depending on experience, performance, and location.
This role has been categorized as an Office position. “Office” employees regularly work at an existing ZG corporate office for approximately 80 to 100 percent of their time each month. Employees must live within reasonable commuting distance of their designated ZG office. This role has been designated as an Office-based position. Employees must live within a reasonable commuting distance of, but not more than 75 miles from, their designated ZHL branch location.In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $12.00 - $25.00 hourly. This base pay range is specific to these locations and may not be applicable to other locations.Actual amounts will vary depending on experience, performance and location.Who you are
3+ years of mortgage origination experience as an active NMLS Loan Originator with multiple state licenses, or as a Loan Originator under a bank license, with a strong emphasis on purchase transactions.
Completion of the 20-hour SAFE Pre-Licensing Education and successful passage of the SAFE Mortgage Loan Originator Test.
Physically located in and working hybrid from our Seattle, Washington Office.
High-volume, phone-based mortgage origination experience strongly preferred, with success converting warm or inbound purchase leads.
Demonstrated ability to succeed in a call-center or high-volume phone sales environment.
Strong time management, organization, and multitasking skills.
Comfortable working toward defined KPIs, including call activity, conversion, and funding goals.
Excellent verbal communication skills with the ability to build trust quickly over the phone.
Proficiency with CRM, LOS, and Microsoft products (Outlook, Word, Excel).
Associate's or Bachelor's degree preferred.
Here at Zillow, we value the experience and perspective of candidates with non-traditional backgrounds and encourage you to apply if you bring transferable skills or related experience.
Get to know us
At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality.
Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together.
Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$12-25 hourly Auto-Apply 12d ago
Mortgage Loan Processor
Perfect Fit Loans
Loan specialist job in Sumner, WA
Job DescriptionAre you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now!Responsibilities
Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval
Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records
Put together loan packages and submit to lender underwriting for approval or denial
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Assist borrowers in determining the best mortgage type based on interview and situation
Qualifications
Must have Experience in Processing mortgage and home loans
We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote
Superb analytical skills, time management skills, and attention to detail
Must have excellent written and verbal communication skills
High school diploma or GED required - Associate's degree in accounting, finance, or business preferred
2 years minimum experience in loan processing required
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Compensation$54,000 - $62,000 DOE Come grow with us. Apply today!
$54k-62k yearly 3d ago
Mortgage Loan Officer I
Navy Federal 4.7
Loan specialist job in Silverdale, WA
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Desired Qualifications:
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Available Monday - Friday, 8:30AM - 5:00PM
Location: 9633 Levin Road NW, Suite 204, Silverdale, WA 98383
Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
$42k-52k yearly est. Auto-Apply 5d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan specialist job in Olympia, WA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home LoanSpecialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Loan Processor
Crosscountry Mortgage 4.1
Loan specialist job in Lacey, WA
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
Assemble the complete loan package in proper order for underwriting.
Verify all required documentation (pre-underwrite) in the file.
Complete the required loan checklist.
Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
Manage pipeline by completing and submitting reports within allotted turn-around times.
Assist set-up of loans.
Document all communication related to the loan application in the conversation log.
Train and assist supervision of new Loan Processors and other processing personnel.
Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
Available to work varying hours and overtime if needed.
Qualifications and Skills:
High School Diploma or equivalent.
Minimum of 5 years' residential mortgage processing experience.
Experience with Encompass.
Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
Knowledge of DU, LP, Microsoft Office, and Windows.
Excellent math and analytical skills.
Excellent communication skills.
Excellent prioritization and time management skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: $24.03 - $28.84
Bonus Eligible
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$24-28.8 hourly Auto-Apply 60d+ ago
Junior Consumer Loan Processor
Seattle Bank 3.6
Loan specialist job in Seattle, WA
Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.
Position Summary
The position of Junior Consumer Loan Processor is responsible for ensuring the timely and accurate preparation and packaging of consumer loans from the beginning of the application to funding by working closely with the Mortgage Loan Originator(s) and Fintech partners through the entire loan process. Partners with the Mortgage Loan Originator(s), Credit Administration and Loan Operations to successfully implement new consumer products and services.
This position is located in our downtown Seattle office and requires full-time, in-person work.
Essential Duties
* Physically attending work on a set and predictable schedule is an essential function of this job.
* Process consumer mortgage loans and home equity lines of credit under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements.
* Maintain a pipeline of loans and is responsible for the timely and compliant flow of such loans through the process.
* Enter all required data and documentation into loan origination system, follow-up and communicate with clients, business partners and the Mortgage Loan Originator(s) to obtain missing or updated documentation to process the mortgage loan file in a timely manner.
* Request and review required documentation, including credit reports, title reports, appraisals, tax returns, verifications of employment/assets, flood certification, etc., and ensure the information is complete, accurate and comply with company standards, applicable regulations, and guidelines.
* Ensure that the loan funding process is performed accurately, on time, and that all applicable departments are kept abreast of the funding
* Assist with the implementation of new consumer loan products, services and fintech partnerships
* Ensure that all system issues are identified, tracked, reported and resolved in a timely manner.
* Assist Loan Operations Manager & Consumer Loan Operations Lead with special projects related to streamlining loan workflow, creating/updating procedures and maintaining systems.
* Provide reports as needed for Management and/or the Board.
* Follow all Bank policies and procedures, compliance regulations and completed all required annual required or job-specific training.
Requirements
* Due to the collaborative nature of this position, it requires daily in-person work. [After a 90-day training period, this position allows for one day of work from home each week.] No exceptions will be granted.
* Bachelor's degree or equivalent from a four-year college or university or three to five years of related experience and/or training.
* Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze and interpret documents and professional journals, understand procedures, write reports, correspondence and procedures, speak clearly to customers and employees.
* Proficiency with personal computers and related software packages such as Word and Excel.
* Tactfulness and proven ability to handle sensitive and confidential situations.
* High energy, self-motivated, and service-oriented attitude.
* Ability to work on multiple projects with the flexibility for changing priorities; the ability to work with constant interruptions.
* Strong organizational skills, attention to detail, ability to meet deadlines, and assist other department needs.
* Effective organizational and time management skills.
Seattle Bank Benefits
We're committed to delivering our promise of peace of mind to our clients. But we're also committed to our team members. We have intentionally designed a culture and work space that are highly collaborative, inclusive and supportive. We believe in the value of each team member and offer a full range of benefits and perks designed to support both your personal and professional goals. Our com prehensive benefits program for eligible employees includes:
* Medical/Vision, and Dental insurance
* Life Insurance, Long Term Disability, Voluntary Life
* 401K with Bank contribution, Stock Award, and Incentive Opportunity
* Paid Time Off:
* Vacation - 3 Weeks
* Sick Time - 1 hour per 40 hours worked
* Holidays - 10 days
* Transportation and fitness benefits
* And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.
$40k-49k yearly est. 4d ago
Senior SBA Loan Coordinator
WaFd Bank 4.5
Loan specialist job in Seattle, WA
The Senior SBA Loan Coordinator is responsible for managing and supporting all aspects of the Small Business Administration (SBA) loan process from application through closing and funding. This role serves as a key liaison between borrowers, underwriters, loan officers, closing teams, and SBA departments to ensure smooth, accurate, and compliant processing of 7(a) and 504 loan transactions. The Senior Coordinator also provides mentoring, process oversight, and leadership to SBA Specialists, ensuring adherence to SBA SOPs and internal bank policies.
WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:
Serve as the subject matter expert on SBA loan documentation, eligibility, application packaging, and compliance requirements.
Coordinate and manage the end-to-end loan process for SBA 7(a) and 504 loans, including file intake, eligibility analysis, underwriting coordination, and closing preparation.
Review and validate borrower documentation to ensure it meets SBA guidelines prior to submission to underwriting.
Work with loan officers and underwriters to gather required documents and respond to credit and SBA queries.
Prepare and review SBA loan application packages, including E-Tran submission, and track approvals.
Oversee the collection and verification of all post-approval conditions prior to closing and funding.
Collaborate with internal and external partners (borrowers, attorneys, title companies, and SBA representatives) to coordinate loan closings.
Ensure complete and compliant loan files are maintained in accordance with bank and SBA record retention policies.
Provide training and guidance to other SBA Specialists.
Stay current on changes in SBA SOPs, regulatory guidance, and industry trends.
Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act, and OFAC regulations.
Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality.
Perform other job duties as assigned.
Support audits, reviews, and reporting as needed.
Qualifications
JOB EVALUATION FACTORS:
Bachelor's degree in business, finance, accounting, or related field preferred.
Minimum of 5 years of experience in SBA lending or loan coordination, including extensive experience with SBA 7(a) and/or 504 loan programs.
Strong knowledge of the current SBA SOP and SBA E-Tran systems.
Experience with loan origination systems (e.g., LaserPro, nCino, or similar) is preferred.
Skills/Knowledge/Abilities:
Effective Communication - Facilitate consistent and clear communication between clients and internal teams to ensure seamless operations.
Problem Resolution - Handle complex quality control issues and situations, providing solutions that align with policy and regulatory requirements.
Regulatory Compliance - Follow established processes and standards to comply with relevant regulations and company policies.
Attention to Detail - Must have good typing and clerical skills, as well as accuracy and attention to detail.
Must be proficient with Microsoft Office applications (primarily Word, Excel and PowerPoint)
Organized and efficient - must be able to prioritize work assignments in a consistent manner to ensure timely and efficient production.
Benefits
At WaFd Bank you get all of these great benefits!
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
Pay Transparency Nondiscrimination Provision - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date 12/16/2025
$39k-46k yearly est. Auto-Apply 16h ago
Loan Officer
Caliver Beach Mortgage
Loan specialist job in Kent, WA
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description:
· Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
$38k-51k yearly est. 60d+ ago
Mortgage Loan Processor
Perfect Fit Loans
Loan specialist job in Sumner, WA
Are you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now! Responsibilities
Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval
Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records
Put together loan packages and submit to lender underwriting for approval or denial
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Assist borrowers in determining the best mortgage type based on interview and situation
Qualifications
Must have Experience in Processing mortgage and home loans
We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote
Superb analytical skills, time management skills, and attention to detail
Must have excellent written and verbal communication skills
High school diploma or GED required - Associate's degree in accounting, finance, or business preferred
2 years minimum experience in loan processing required
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Compensation $54,000 - $62,000 DOE Come grow with us. Apply today!
How much does a loan specialist earn in Olympia, WA?
The average loan specialist in Olympia, WA earns between $26,000 and $59,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.
Average loan specialist salary in Olympia, WA
$39,000
What are the biggest employers of Loan Specialists in Olympia, WA?
The biggest employers of Loan Specialists in Olympia, WA are: