Loan specialist jobs in Orinda, CA - 94 jobs

Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service. Key Responsibilities Funding Loans: o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions. o Receive funding packets as assigned by department and manage funding from various incoming channels. o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.). o Manage and continue to maintain all data and updates within the LOS throughout the funding process. o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan. o Discuss loan options and programs with Members and vendors to ensure quality Member service. o Identify cross sell opportunities that will benefit Member. o Analyze credit report, credit applications to ensure credit requirements and loan policies are met. o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met. Department and Consumer Loan Officer Support: o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service. o Report daily any problems or concerns with specific loan files. o Propose new or improved processes that will improve current file flow. o Provide exceptional service to all Members, volunteers, internal team members, and vendors. o Review and complete lending reports as needed or assigned. Other functions: o Research and resolve Member or team member concerns as directed. o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members. Minimum Qualification: Knowledge, Skills and Abilities 2 years of experience in consumer lending industry or closely related field. Thorough knowledge in the use of Internet-based loan origination software. Knowledge of lending principles, practices, rules, regulations, and sales. Ability to calculate income from paystubs, tax returns and or business returns. Knowledge of compliance requirements. Skill in the operation of personal computers and general office equipment. Ability to communicate effectively both verbally and in writing. Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members. Ability to act independently and confidentially, using discretion and tact. Ability to analyze situations and recommend workable solutions. Ability to coordinate a variety of activities simultaneously and prioritize work. Ability and desire to work in and contribute to a team environment.

A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr

We are a team of technologist and insurance industry veterans from companies like SpaceX, Boeing, Metromile, Policygenius, HotelTonight, WePay, Chubb, Pure, and AIG Private Client. FINANCE $70m+ in Funding From Inspired VC, Lowercarbon Capital, Equal Ventures, and more. TEAM Offices in San Francisco and Seattle We have a small, strong team in great locations. SOCIAL PROOF Over $2b in TIV Capacity Reinsured by Arch, RenRe, Nephila, Hiscox and others. BENEFITS Competitive Salary and Equity We pay well and offer all the usual benefits. Open Positions Loading job board... Other Partners Partner with Us in Mitigation and Home Resiliency for High-Net-Worth Clients Are you a professional vendor specializing in mitigation and home resiliency services with a strong track record of supporting high-net-worth clients? We're seeking trusted partners who share our commitment to exceptional quality, service, and attention to detail. As part of our network, you'll work with clients who value expertise in areas like fire prevention, structural resilience, and other risk mitigation strategies tailored to protect high-value properties. If you're dedicated to delivering outstanding service and understand the unique requirements of these clients, we'd love to hear from you. Contact us today to learn more about our vetting process and explore how we can work together to elevate home resiliency and risk mitigation for our clients. Let's build a safer, more resilient future together. We strive to provide you with the most tailored and highest quality insurance products and customer service so you can live life knowing you have the right insurance for your assets. 548 Market St. PMB 70879, San Francisco, California 94104 Claims: *************** or ******************* Stand Protect, Inc. (d/b/a Stand Insurance Solutions) is a licensed insurance producer in California (License #6014213) and partners with an A-rated or better carrier and reinsurers. #J-18808-Ljbffr

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Bilingual English/Spanish Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Average pay range: $23-$26 Pay range only applies to California residents. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

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

Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Manages a full pipeline of assigned loans, driving files from disclosures signed through closing. Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work Strong working knowledge of Federal and state regulations including TRID and HMDA Deep understanding of mortgage loan products and underwriting guidelines Self-driven with the ability to work independently and collaboratively Excellent organizational skills, able to set and meet deadlines in a high paced environment Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization Intellectually curious and interested in applying technology to enhance business processes Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years mortgage processing experience in a retail environment Mortgage Loan Originator License, Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Experience in the non-delegated space Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas. The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting Manage an assigned pipeline of 25-40 loans on a daily and weekly basis Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances Communicate with all parties involved in the transaction to keep them informed of file status 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 Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information What you'll bring: Five years to eight years of mortgage loan experience Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B) strong math and analytical skills and prioritization and time management Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period. Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location. 1st United Credit Union is an Equal Opportunity Employer

Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country's largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Member Loan Consultant Representative! Your Purpose You will be responsible for making outbound phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner. What You'll Do To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branches and electronic channels. Educate and cross-sell members on the company's deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs. Occasionally assist with in-bound member service calls dealing with routine member account inquiries and transactions on an overflow basis. Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally. Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions. Perform other related duties as assigned. Salary Range: $20.34 - $30.01 OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries: We offer superior benefits Medical, dental and vision benefits that cover the employee, spouse and dependents Retiree medical benefits A defined benefit Pension Plan with 100% employer contributions of $3.50/hour $10,000 Life Insurance $5,000 Accidental Death and Dismemberment 11 ½ Paid Holidays per year 17 days of Paid Time Off (PTO) to start Annual Performance Bonus Program - Up to 5% of employee's annual base paid on December 15 th of each year A 401(k) plan OE Federal Membership For You and Family Employee loan discounts Casual dress code Find your team, find your fit! If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly. OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

Title: Loan Servicing Operations Specialist - Non-Impounded (Temp) Hiring salary range: $22.21 - $27.16 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Operations team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under limited supervision, the Loan Servicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the Loan Servicing Department with respect to insurance for residential and consumer loans in accordance with specific instructions, policies, guidelines and procedures. The Specialist is to ensure timely updating of insurance information and tracking of expired insurance, subsequent force placement and monitoring for all residential and consumer loans. Roles and Responsibilities * Track expired fire insurance for non-impounded residential and consumer loans * Send requests to insurance agents to get updated insurance declarations * Call insurance agents when updated insurance has not been received * Update insurance information to the loan servicing MSP system from evidence of insurance received by mail and fax * Preparation of documents for scanning * Preparation of quality control findings and subsequent reports * Additional tasks as assigned Minimum Qualifications * High school graduate with some college level education or equivalent combination and experience * Minimum of 2 years customer service experience * Ability to maintain good relationship with customers and other employees * Analytical thinking ability, diplomacy, and professionalism are required * Task oriented with the ability to work on deadline * Excellent verbal and written communication skills * Moderate computer skills including working knowledge of Microsoft Office * Excellent customer service skills * Excellent organizational skills * Some knowledge of property fire insurance preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $22.21 - $27.16 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Responsibilities Verifies, compiles, and inputs application information for mortgage loans: Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment and appropriate State licensing in good standing. Qualifications Must have applicable state licensing. Two to five years experience are preferred.

About Stand Stand is a new technology and insurance company revolutionizing how society assesses, mitigates, and adapts to climate risks. Our leadership team has extensive experience in insurance, technology, and climate science: building billions in market value at prior ventures. At Stand, we are rethinking how insurance enables proactive, science-driven resilience. Existing insurance models often rely on broad exclusions, leaving homeowners without options. At Stand, we leverage advanced deterministic models and cutting-edge analytics to provide personalized risk assessments-helping homeowners secure coverage and take proactive steps toward resilience. This is an onsite job in SF, w 1-day a week wfh flexibility on Tues, Wed, or Thur. Role Summary: As a Mitigation Specialist, you are a trusted protection advocate for Stand's customers. You help homeowners and brokers understand how to meaningfully protect homes by guiding them through Stand's mitigation process-from early discovery conversations through work execution after a policy begins. This includes hardening homes and landscapes against wildfire, water leaks, and other risks. You translate complex risk, mitigation, and underwriting inputs into clear, practical next steps, helping customers understand not only what needs to be done, but why it matters for the long-term safety and resilience of their home. The role sits at the intersection of customer experience, risk, and sales, and plays a critical part in shaping how customers perceive value, urgency, and protection. Your Responsibilities Will Include: Acting as a primary mitigation guide for homeowners and brokers, supporting them from initial discovery through mitigation execution Translating complex risk, underwriting, and mitigation inputs into clear, actionable recommendations Helping customers understand tradeoffs, priorities, and timelines while reframing mitigation from a requirement into a compelling protection opportunity Working directly with sophisticated homeowners and senior brokers, often in high-stakes or time-sensitive situations Maintaining exceptional attention to detail across multiple active workflows, ensuring clear handoffs and strong follow-through Partnering closely with Construction Solutions, Underwriting, and Risk Management teams to keep mitigation work moving smoothly Preventing confusion or drop-off by proactively identifying gaps, risks, or delays in the mitigation process Helping turn evolving mitigation workflows into a clear, repeatable customer experience that can scale What We Are Looking For: A customer-focused professional who builds trust through clarity, judgment, and calm communication Someone comfortable guiding customers from uncertainty to action, especially around non-obvious or long-term value A strong owner who takes initiative, anticipates needs, and moves work forward without waiting for perfect direction A clear communicator who can explain technical or complex concepts in plain English A detail-oriented operator who reliably manages multiple concurrent workflows A consultative mindset with the ability to influence outcomes without pressure or hard selling Qualifications Must-Haves: Proven experience in a customer-facing, consultative role requiring trust, clarity, and sound judgment Demonstrated experience working with senior, high-expectation, or high-net-worth clients Strong attention to detail with consistent follow-through across multiple workflows Ability to translate complex or technical information into clear, practical guidance Comfort influencing decisions and driving action around long-term or preventative value Excellent written and verbal communication skills High ownership mindset with a track record of accountability and follow-through Nice-to-Haves: Experience in insurance, underwriting support, risk, real estate, construction, or another regulated industry Familiarity with home construction, inspections, defensible space, or mitigation concepts Experience interpreting reports, assessments, or technical documentation and translating them into action Background working with brokers, advisors, or other professional intermediaries Experience helping teams evolve ad hoc processes into cleaner, repeatable workflows Compensation: The annual base salary range for full-time employees in this position is $125,000 to $150,000 + meaningful Equity Grant. Compensation decisions are dependent on several factors including, but not limited to, an individual's qualifications, location where the role is to be performed, internal equity, and alignment with market data. Additional Benefits: Comprehensive benefits including above-market Health, Dental, Vision Weekly lunch stipend Flexible time off 401k plan

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Responds to service requests. Calculates interest, loan payments, and balances. Handle the phone call inquiries in regard to consumer loan payments. Prepare histories for consumer loans. Consumer Boarding: Performs boarding (data entry) functions for Consumer loans (Indirect and Direct). Responds to service requests, handle phone call inquiries, calculates interest, loan payments and balances, review billing statements and does account research. Assists with special projects and performs additional job-related duties as required. Commercial Boarding: Performs boarding and maintenance functions for Commercial loans. Primary responsibility is the preparation, boarding and maintenance of all commercial and special handling loans. Monitoring and maintenance for all special handling designated loans. Responds to service requests, handle phone call inquiries, and does account research. Assists with special projects and performs additional job-related duties as required. Requirements One-year general business experience preferably with banking. Excellent communication, organization and analytical skills a must. PC proficiency required, along with the ability to function under very tight time constraints with few to no errors. 10-key and typing skills mandatory. Must be detailed oriented. Requirements EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $18.98

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Average pay range: $23-$26/ hour Pay range only applies to California residents. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. Key Word Tags Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

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

Your Role Our loan analysts are critical to our mission of delivering seamless, fast closings to our borrowers. You will be responsible for collecting, verifying, and organizing all borrower documentation required to submit files to underwriting. You'll serve as a key liaison between our borrowers, originations associates, and capital markets team to ensure nothing falls through the cracks and every deal moves swiftly toward closing. You will be working on a high-volume of transactions across various loan products including fix and flip, bridge, and construction loans. Your speed, attention to detail, and communication will directly impact our reputation and repeat business. Who We're Looking For You are process-driven, highly organized, and detail-oriented. You take pride in executing your files in a timely manner with no mistakes. You are responsive and proactive. You follow up with borrowers, loan officers, and third parties without needing to be asked twice. You are a good communicator. There are lots of moving elements in one file and even more stakeholders - you will have to communicate timelines and action items to all relevent parties. You are a personable and hardworking person. As a small company, every member of our team is paramount. We aspire to have an ever evolving team of capable and kind people. Nice-to-haves: 1-3 years of experience in lending and real estate. Qualifications: US Undergraduate Degree at a 4 year university (3.5 GPA required) Fluent English

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Responds to service requests. Calculates interest, loan payments, and balances. Handle the phone call inquiries in regard to consumer loan payments. Prepare histories for consumer loans. Consumer Boarding: Performs boarding (data entry) functions for Consumer loans (Indirect and Direct). Responds to service requests, handle phone call inquiries, calculates interest, loan payments and balances, review billing statements and does account research. Assists with special projects and performs additional job-related duties as required. Commercial Boarding: Performs boarding and maintenance functions for Commercial loans. Primary responsibility is the preparation, boarding and maintenance of all commercial and special handling loans. Monitoring and maintenance for all special handling designated loans. Responds to service requests, handle phone call inquiries, and does account research. Assists with special projects and performs additional job-related duties as required. Requirements One-year general business experience preferably with banking. Excellent communication, organization and analytical skills a must. PC proficiency required, along with the ability to function under very tight time constraints with few to no errors. 10-key and typing skills mandatory. Must be detailed oriented. Requirements: EOE Westamerica Bank's Privacy Policy may be found at: *********************************

ESSENTIAL FUNCTIONS: External Loan Originations/Pipeline Management • Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. • Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. • Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union's Members and increase residential lending volume. • Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union's mortgage portfolio requirement. • Determine and ethically consult as to options that serve the best interest of all applicants. • Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed. • From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). • The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. • Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made. • Consult with Members on at least a weekly basis regarding the status of their loan. • Actively pursue cross sell opportunities and offer those that will benefit each individual Member. • Develop and utilize pipeline management system with loan processor to ensure rate lock management and high quality member service. • Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate. • Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity. • Represent RCU in a courteous and professional manner at all times. • Provide exceptional service to all Members, volunteers, employees and service providers. • Will travel to various locations to originate loans and sales. Member Support & Special Projects • Instruct at homebuyer or other types of seminars, as needed. • Discuss loan products and services at special events such as home shows. • Recognize and propose changes in the workflow to maintain maximum efficiency. • Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed. • Perform special projects and other duties as assigned. • Recommend and implement new products and services that will benefit the membership of RCU. Will cover the Sonoma County area.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Provide support for banks Consumer and Commercial Loan Adjustment Departments Proficient with MS Access, Excel & Word Answer phone calls/emails from Officers regarding charge off related items Applying payments to each bank correct General Ledger Accounts Processing Charge-offs (C/O) and Recoveries within deadline Processing special C/O requests: Contra Reversal, OREO Prepare Projection Report for distribution to LAD Manager as assigned Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database Prepare & Pay Repo Invoices Liaison between internal/external auditors Research information within bank systems and files Daily balancing to specific GL's Preparing Fee Worksheets and Transfers Scanning Month end Board Reports, OREO certifications Monthly Balance Offs Notary, is a plus Requirements: Solid computer skills with experience working with different system applications including Microsoft Word and Excel. Comfort and confidence in working directly with senior banking staff. Excellent verbal and written communication including spelling and grammar. PC and typing proficiency, organizational and analytical skills. EOE Westamerica Bank's Privacy Policy may be found at: *********************************