Loan specialist jobs in Palm Desert, CA - 1,421 jobs
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Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
Loan specialist job in San Francisco, CA
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).
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$64k-108k yearly est. 3d ago
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Sr. Loan Closer
Professional Search Group-OC
Loan specialist job in Los Angeles, CA
Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.
The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW!
Primary Duties & Responsibilities
Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds
Collaborate with title companies to review and clear outstanding title exceptions prior to funding
Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding
Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
Support special projects and perform additional duties as assigned
Requirements
Bachelor's Degree preferred but not required.
4+ years of loan closing or funding operations experience required, preferably in private lending
Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
Solid knowledge of mortgage loan products, guidelines, and regulations
Detail-oriented, team player with excellent communication and interpersonal skills
Experience with Salesforce a plus
This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members.
Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues
Apply for this amazing opportunity today!
Donovan Aranda
Division Manager
562-378-0027
Donovan.aranda@us-psg.com
$41k-57k yearly est. 5d ago
Mortgage Servicing Specialist
Royal Business Bank 4.1
Loan specialist job in Los Angeles, CA
Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.
Performs new account system maintenance including but not limited to manual boarding of loans in the system
Monitors escrow payments and track delinquencies through the life of the loan
Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies
Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority.
Processes payments, disbursements, and other transactions
Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions
Ensures compliance with all applicable government, investor, and bank regulations
Investor Accounting
Performs other duties as assigned
QUALIFICATIONS
EDUCATION: AA degree or equivalent
EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience.
SKILLS/ABILITIES
Strong interpersonal and customer service skills
Positive attitude
PC proficient in Microsoft Office
Detail-oriented and follow- through skills
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
$37k-43k yearly est. 3d ago
SAP Specialist
99 Ranch Market 4.2
Loan specialist job in Buena Park, CA
Junior Program Manager (SAP)
Since its establishment, TAWA Services, Inc. has been committed to providing exceptional service and support to the diverse Asian American communities. Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States. Our dedication to excellence and community underscores the vital role of service in enhancing everyday life. TAWA Services, Inc. invites you to be a part of our mission and team!
Summary:
As a Junior Program Manager (SAP), you will assist in the planning, coordination, and execution of SAP projects under the direction of the SAP Program Manager. You will work closely with cross-functional teams, stakeholders, and vendors to ensure projects are delivered on time, within scope, and within budget. This role requires a strong foundation in project management methodologies, excellent organizational skills, and an eagerness to grow within the SAP ecosystem.
Responsibilities:
Support the SAP Program Manager in coordinating and monitoring the execution of SAP implementation, upgrades, and enhancement projects.
Assist in project planning activities including defining project scope, goals, timelines, and deliverables.
Track project milestones and deliverables, prepare status reports, and help manage project documentation.
Facilitate communication between project stakeholders, including business units, technical teams, and external vendors.
Organize and schedule project meetings, document meeting minutes, and follow up on action items.
Help identify project risks, issues, and dependencies, and support mitigation planning.
Monitor and support change management activities related to SAP projects.
Ensure compliance with internal standards, governance frameworks, and best practices in project execution.
Maintain and update project tracking tools, including timelines, risk logs, and issue trackers.
Participate in testing and training coordination for SAP modules, as needed.
Perform other duties as assigned by management.
Qualification:
A Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field.
1-3 years of experience in project coordination or junior project management, ideally in an IT or ERP environment.
Bilingual proficiency in English/Mandarin is strongly preferred.
Familiarity with SAP systems and modules (such as SAP S/4HANA, FICO, MM, SD).
Understanding of project management methodologies (Waterfall, Agile, etc.).
Proficiency in Microsoft Office tools, especially Excel, PowerPoint, and Project.
Strong organizational, multitasking, and time management skills.
Effective verbal and written communication skills.
Detail-oriented with a proactive, solution-focused mindset.
PMP, CAPM, or SAP-related certifications are a plus.
Authorized to work in the United States without sponsorship.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions.
Position Details:
Employment Type: Full Time
Location: 6338 Regio Ave, Buena Park, CA 90620
Benefits:
Medical, Dental, Vision, and Life Insurance.
401 (k) Retirement Saving Plan with 4% Company Match.
Long-Term Services Award.
Employee Discount.
Paid Time Off.
Compensation:
The pay range for this job starts at $70,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.
Beware of Job Scams:
We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written s, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: ************************************************************
Disclaimer:
Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.
$70k yearly 2d ago
Fleet Specialist (Part-Time)
8Fleet Inc.
Loan specialist job in Los Angeles, CA
Job Title: Fleet Specialist Reporting to: Market Manager About 8Fleet: 8Fleet is hiring! 8Fleet is a rapidly growing LA-based technology and logistics startup building the operational infrastructure for both non-autonomous and future autonomous rideshare fleets. With our anticipated growth, we're searching for passionate team members to join and grow with our team. You'll be involved in every aspect of the operations as we rapidly expand across Los Angeles and beyond!
About the Role:
We are looking for a highly organized and reliable Fleet Specialist to join our team. In this role, you'll be a key part of our daily operations, ensuring our fleet of vehicles is ready for our drivers at the start of each shift and accounted for at the end. You'll be the point person for all things related to vehicle access and readiness, helping to maintain a smooth and efficient workflow for the entire team. This is a hands-on position that requires strong attention to detail and a proactive approach to problem-solving.
What You'll Do:
Vehicle and Key Management: Distribute and collect assigned vehicle keys and other necessary equipment at the start and end of each shift.
Fleet Readiness: Assist with basic cleaning and staging of vehicles to ensure they are ready for use.
Vehicle Inspections: Conduct thorough pre- and post-ride inspections to identify and report any damage, mechanical issues, retrieve and log any lost or missing items.
Technical Support: Troubleshoot basic issues with fleet applications and other in-vehicle technology, escalating more complex problems as needed.
Reporting: Maintain accurate records of key assignments, vehicle condition, and shift activity.
General Support: Provide administrative and logistical support to the fleet management team as needed.
What You'll Bring to the Table:
A high school diploma or equivalent is required. Previous experience in a logistics, warehouse, or fleet-related role is a plus.
Exceptional attention to detail and a strong ability to manage multiple tasks and responsibilities at once.
Excellent verbal communication skills and a professional, positive attitude.
Basic knowledge of mobile applications and the ability to learn new software quickly.
Physical Requirements: Ability to stand for extended periods, as well as lift, bend, and move around a vehicle yard. Must be able to pass a background check.
Equal Opportunity Employer:
8Fleet is an equal opportunity employer and values 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.
Disclaimer:
This job description may be updated at any time without prior notice.
$46k-93k yearly est. 6d ago
Peer Specialist
Abode Services 3.9
Loan specialist job in San Jose, CA
Abode, one of the largest and effective nonprofits working to end homelessness in the Bay Area, is seeking Peer Specialist for our Renascent Place program in San Jose, CA. About the role: The Peer Specialist provides outreach, case management, or rehabilitative services. This position, along with team members will provide outreach, engage, house, and wrap around clinical services to participants. These participants will be identified through county data and other assessment processes as being the most frequent users of emergency services, criminal justice, and other homeless/county services in the County. Program participants will have Serious Mental Health Disorders, Substance Use Disorders, and/or Chronic Health Conditions.
The People and Culture: You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with Abode Services regularly recognizes employees' efforts, seeks employees' input, and cares for employees as people with lives outside of work. We believe that we make better decisions and provide quality services when our workforce reflects the diversity of the communities in which we operate. People of color make up nearly 70% of our workforce and we strive to recruit and retain employees from all backgrounds.
Our Benefits & Perks:
$25.00-$27.50/ DOE
100% paid health, vision, and dental options
19 PTO days & 12 Holidays per year
Voluntary benefits: FSA, EAP, Commuter Checks, Life Insurance, Legal, and more
3% retirement match/contribution
Professional Development Trainings and Opportunities, Leadership Academy Programs, and All Staff Events
Dynamic, mission-driven culture and supportive leadership. We support you in supporting others
How You Make an Impact:
Provide outreach and engagement to homeless adults to locate referred individuals. Locations include but are not limited to encampments, parks, shelters, treatment facilities, jail, court, etc.
Help re-engage participants enrolled in the program who have lost contact with the team.
Assist in interviewing and completing initial intakes with clients, gathering, and assembling related information, and maintaining appropriate records and files. Maintain thorough and concise case notes.
Assist in linking participants with community treatment services for mental health, substance recovery, physical health care, financial assistance, educational and employment services, housing, advocacy, socialization activities, and other services.
Assist participants with establishing goals and strategies for increasing self-sufficiency. Assist participants with accessing public benefits (i.e., General Assistance, Food Stamps, and SSI).
Support participants as they navigate the criminal justice and court systems. Advocate for participants by interacting with judges, court mental health staff, public defenders, etc.
Help participants develop a Wellness Recovery Action Plan.
Provide support, role modeling, and coaching to participants in the program.
Attend clinical, administrative, and case conferencing meetings as dictated by the program supervisor.
Enter all data on time and correctly to support program evaluation and outcomes tracking.
Ensure proper and timely documentation of services including written case notes using the BIRP formats and billing services to Medi-Cal.
Assist the Program Manager, Clinical Supervisor, and other staff as needed.
Other duties as assigned.
How You Meet Qualifications:
High school diploma or equivalent required.
Personal life experiences with recovery from addiction, homelessness, and/or mental health recovery required.
Six months of field experience working with people experiencing homelessness.
Use of personal vehicle and proof of a valid and current California Driver's License and current insurance along with a clean DMV record required.
COMPETENCIES:
Excellent verbal & written communication, organizational, and time management skills.
Strong analytical and problem-solving skills with meticulous attention to detail.
Ability to work well independently and collaboratively with teams.
Possess an understanding of and practice cultural sensitivity.
Experience in building rapport and engaging in the most difficult to serve participants.
Experience and ability to build supportive and respectful working relationships with individuals with disabilities and/or are experiencing homelessness that instills hope and promotes self-determination using a strengths-based approach.
Sensitivity to and understanding of the special needs of the homeless.
Proficiency in Microsoft Office programs, systems, and platforms.
Ability to learn and use required mobile devices and business-related applications.
High degree of emotional intelligence, cultural humility, with a proven track record to build and maintain effective relationships with a wide variety of internal and external contacts.
Notice: This description is to be used as a guide only. It does not constitute a contract, commitment or promise of any kind. Abode Services reserves the right to change, add, delete, upgrade, or downgrade the position as dictated by business necessity at any time with or without notice.
Notice: Abode Services is an Equal Opportunity Employer/Drug Free Workplace
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
$45k-56k yearly est. 8d ago
CATERING SPECIALIST
Mendocino Farms 4.1
Loan specialist job in San Francisco, CA
Posted Tuesday, January 13, 2026 at 8:00 AM
HIRING IMMEDIATELY at Mendocino Farms!
NOW HIRINGonder CATERING SPECIALIST!
Make up to $20.00 - $25.00 / hr including tips!
We're not just selling sandwiches and salads. We're selling HAPPY!
Catering SpecialistLead the store's Catering Team and work closely with catering clients. Manage the daily execution of all catering orders. Complete daily sales building tasks to promote continuing growth of the catering program. Perks and Benefits
401(K) Match, and other ancillary benefits*
Paid sick leave
Employee assistance program
English at Work classes - Learn English at work!
Parking & Transit Reimbursement*
\Ventor
Discounted tickets through Tickets at Work
Pet Insurance
Free and delicious Mendo Meals on every shift!
Clear path for growth and development Cr
Competitive Pay
Tips - All Mendo Team Members participate in the tip pool!
All M.ms Team Members are paid on a bi‑weekly basis
ылган
Schedule < li>Full‑time hours available from Monday - Friday We're Looking for Team Members that have the following
Great personalities, personality is everything!
An overwhelming desire to help people!
The ability to SELL HAPPY!
You'll spend your day passionately connecting with our guests!
About Mendo
We were founded with the vision to offer so much more than food, and since 2005, we've never let the spark of happiness go out! We Sell HAPPY!
Food is our love language! We connect guests to culinary adventure with our approachably adventurous menu. We use fresh ingredients you can feel good about. We believe that every guest is a friend we haven't made yet or one we're welcoming back!
Does this get you excited?! Then this is the opportunity you have been waiting for!
Apply today to learn more about this exciting opportunity to become part of the Mendo Team!
Note: For Team Members who qualify *
Mendocino Farms is an equal opportunity employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. Mendocino Farms will consider qualified applicants with criminal histories for employment in a manner consistent with the requirements of the Fair Chance Initiative for Hiring. * Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
San Francisco, 465 California Street, San Francisco, Californiaانا United States of America
#J-18808-Ljbffr
$20-25 hourly 5d ago
Trademark Docket Specialist
Buchanan Legal Professional Services
Loan specialist job in San Mateo, CA
A leading, nationally recognized law firm with a premier intellectual property practice is seeking an experienced Trademark Docket Specialist to support the accurate and strategic management of sophisticated U.S. and international trademark portfolios. This role is integral to the success of a highly regarded trademark practice that advises innovative, market-leading companies across technology, life sciences, and emerging growth sectors.
This role will be hybrid and can sit in San Francisco, Silicon Valley, Santa Monica, NYC, Boston, or DC.
Key Responsibilities:
Accurately docket U.S. and international trademark prosecution, maintenance, and enforcement deadlines on a daily basis
Review incoming trademark correspondence and documents to identify critical dates, status updates, and required actions
Maintain client-specific docketing requirements using industry-standard docketing systems
Respond to inquiries from attorneys, paralegals, and staff regarding docket entries and deadlines
Conduct online research using USPTO, WIPO, and other trademark databases to confirm status and retrieve relevant information
Generate and distribute customized docketing reports for internal teams and clients
Process and route incoming trademark-related mail and electronic communications
Assist with special projects, data audits, system clean-ups, and data integrity initiatives
Support electronic filing, document management, and uploading to client extranets and internal systems
Collaborate with team members to ensure compliance with firm policies and client guidelines
Desired Skills & Qualifications:
Minimum 2 years of trademark docketing experience in a law firm or corporate IP department preferred
Associate's or Bachelor's degree in a related field preferred
Strong knowledge of U.S. and international trademark procedures; familiarity with the Madrid Protocol preferred
Experience with trademark docketing systems such as WebTMS, Symphony, IPFolio, or similar platforms
Exceptional attention to detail with strong proofreading, organizational, and analytical skills
Ability to review and interpret complex legal documents with accuracy
Excellent written and verbal communication skills
Proven ability to manage multiple priorities and meet strict deadlines in a fast-paced environment
Proficiency in Microsoft Office (Excel, Word, Outlook); experience with document management systems a plus
Commitment to confidentiality and data security standards
Familiarity with USPTO and international trademark databases
Experience with electronic filing systems strongly preferred
$48k-97k yearly est. 2d ago
Personal Loan Consultant
Onemain Financial 3.9
Loan specialist job in Carson, CA
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days' vacation per year, prorated based on start date)
Paid sick leave as determined by state or local ordinance (prorated based on start date)
11 Paid holidays (4 floating holidays, prorated based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$19-22.5 hourly Auto-Apply 2d ago
Bilingual Loan Specialist
Regional Finance 4.1
Loan specialist job in Campbell, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a LoanSpecialist 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 LoanSpecialists 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.
$23-26 hourly Auto-Apply 18d ago
Consumer Direct Home Loan Specialist
Churchill Mortgage Corporation 3.2
Loan specialist job in Irvine, CA
Consumer Direct Mortgage Loan Officer - Close More, Earn More, Win More!
At Churchill Mortgage, we don't just do business-we win by doing the right thing for our clients and teammates. Our loan officers are thriving in this market and their success is rewarded. We provide everything you need to succeed: Inbound leads-no cold calling, rock-solid processing, excellent pricing, cutting-edge tools, and a powerhouse support team, so you can focus on what you do best-closing more loans and changing more lives.
Why You'll Love Churchill Mortgage:
✅ More Loans, Less Hassle - Our Operations Team takes full ownership of the loan process, delivering a seamless, referable experience every time.
✅ Culture of Support - We remove roadblocks, not create them. Our team is dedicated to your success in every way possible.
✅ Leads - We provide you with high quality inbound leads, purchase and refinance.
✅Unmatched Service - New hires often say they have to pinch themselves-yes, it's really that good here.
Who We're Looking For:
💼 Experienced loan officers with a passion for helping clients.
📚 Educators at heart who guide borrowers to smart financing solutions.
📈 Sales pros who know how to foster relationships and drive referrals.
What You'll Do:
Educate & close - Help clients find the best loan solutions while securing the deal.
Manage & grow - Handle a high-volume pipeline while expanding your network.
Build relationships - Partner with Realtors, financial advisors, and other key referral sources.
Own the process - Work closely with our elite Operations Team to ensure smooth transactions.
Qualifications
What You Bring:
✔ Active NMLS license & 2+ years of mortgage origination experience.
✔ Proven ability to structure and close loans efficiently.
✔ A hunger to grow and a mindset to win-we coach, mentor, and elevate top performers.
Compensation & Perks:
💰 Commission-based earnings - Your success = your paycheck.
Prevailing minimum wage base pay
Commission tiered based upon monthly volume: starting at 25 bps, up to 65 bps
🏥 Top-tier benefits - Medical, Dental, Vision, 401(k), and ESOP (Yes, you OWN part of the company!)
🏆 You Own Your Success & Your Future - Our Employee Stock Ownership Program (ESOP) gives you a stake in our winning team.
Ready to Win with Churchill Mortgage?
If you're driven to succeed and want to be part of a company that champions integrity, excellence, and unstoppable growth, let's talk.
Apply now and take your career to the next level!
$37k-48k yearly est. 17d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan specialist job in Sacramento, CA
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:
Moorpark, CA
Pasadena, CA
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 $20-26.
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: 141860
### Place of Work
On-site
### Requisition ID
141860
### Application Email
****************************
$20-26 hourly Easy Apply 60d+ ago
Commercial Loan Specialist
Banner Bank 4.7
Loan specialist job in Temecula, CA
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Commercial LoanSpecialist, you will provide support to commercial lending staff in commercial branches or banking centers. Process loan closings, attain loan perfection, and service loan customers.
In this role you'll have the opportunity to:
Prepare all loan request documents. Gather customer income and net worth information. Answer customer questions.
Responsible for ordering external agency reports such as titles, insurance, etc.
Prepare commitment letters. Arrange for payoff of property liens.
Coordinate loan closings and prepare disbursement checks.
Responsible for verifying loan system accuracy for boarded loans.
Responsible for ensuring each loan file meets bank and regulatory requirements.
Responsible for making advances and payments on commercial lines. Balance commercial loan suspense accounts monthly.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered)
Experience
0 to 2 years of commercial loan support experience required
Knowledge, Skills and Abilities
Demonstrate ability to independently produce accurate work in a deadline driven environment.
Possess strong analytical skills with the ability to identify document errors or variances and make corrections.
Ability to deliver professional, responsive customer service.
Knowledge of accounting principles.
Proficient in Word, Excel, and commercial loan systems.
Knowledge of state and regulatory requirements pertaining to commercial loans.
Travel
0%
Compensation & Benefits
Targeted starting compensation range is based on location and experience: $27.09 - $31.87
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement
Review Banner's employee benefits at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$35k-41k yearly est. Auto-Apply 23d ago
Mortgage Loan Funder
Oceanair Federal Credit Union 4.0
Loan specialist job in Oxnard, CA
Join the OceanAir Crew!
Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's ready to bring their A-game to our sunny California shores!
PRIMARY PURPOSE:
You'll be reviewing, preparing, and disbursing funds for refinances, purchases, and lines of credit. You'll also be the friendly face assisting members with questions and keeping our clerical duties smooth sailing. Your goal? Deliver an easy, breezy member experience that builds loyalty and trust.
ESSENTIAL DUTIES:
- Practice OceanAir's core values:
Make It Right
- We pledge to do the right thing for our members and community.
Make It Easy
- We offer simple financial solutions and efficient service.
Make It Personal
- We build deep relationships based on individual needs.
- Work with internal and external teams to clear conditions before funding.
- Review and approve closing statements and CDs.
- Prepare wire instructions and verify loan details.
- Review signed documents for accuracy and compliance.
- Follow up on post-closing issues and resolve discrepancies.
- Stay current on credit union and regulatory updates.
- Input loan info, book loans, and set up servicing files.
- Communicate with processors, loan officers, and escrow agents.
- Serve as backup for Loan Servicing.
- Know your RESPA/TRID stuff.
- And of course, perform other awesome duties as assigned!
REQUIRED SKILLS: - Know (or be excited to learn) OceanAir's products and services. - Understand mortgage loan funding and doc drawing. - Be a member service superstar-friendly, respectful, and responsive. - Be tech-savvy with email, Word, Excel, etc. - Use common sense and clear communication. - Be accurate, thorough, and timely. - Be a team player who welcomes feedback and collaboration. - Show up consistently and ready to shine!
EDUCATION & EXPERIENCE: - High school diploma or GED. - 1-3 years of mortgage lending and/or funding experience.
OTHER REQUIREMENTS: - Must register with NMLS (fingerprints and background check required). - Valid driver's license and current auto insurance.
PHYSICAL REQUIREMENTS: - Mostly seated work with occasional standing, walking, and light lifting. - Frequent use of hands and fingers (for typing and high-fives).
WORK ENVIRONMENT: - Bright, comfy indoor office with moderate noise and great vibes.
WORK SCHEDULE: - 40 hours/week with occasional overtime or meetings. - Flexibility to work at other OceanAir locations if needed.
TRAVEL: - Minimal overnight travel (up to 10%)-land or air.
Ready to make a splash in your career? Apply today and become part of the OceanAir family, where your work matters and your growth is supported!
Salary Description $23 - $34
$40k-61k yearly est. 60d+ ago
Business Account and Loan Servicing Representative
Golden 1 Credit Union 4.3
Loan specialist job in Sacramento, CA
TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members.
TASKS, DUTIES, FUNCTIONS:
Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment.
Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products.
Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures.
Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business.
Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks.
Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards.
Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes.
Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance.
Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values.
Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns.
Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position.
Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency.
Perform multiple internal queues and maintain service levels and regulatory requirements.
Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success.
Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively.
Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty.
Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system.
Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations.
Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business.
Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented.
Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur.
Perform general account maintenance, which may include payment corrections.
Perform post funding services, such as payoff requests and prepayment penalty calculations.
Process loan payoffs, demands, and requests for reconveyance.
Field inbound calls and member inquires.
Must be able to perform amortizations of Commercial Loans.
Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment.
Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies.
Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals.
Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals.
Perform additional duties as assigned.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns.
Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics.
EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone.
QUALIFICATIONS:
EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred.
EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required.
KNOWLEDGE / SKILLS:
Excellent PC skills, with the ability to learn and train in new software.
Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts.
Solid understanding of Commercial Loan Products
Familiarity of business products, services and compliance requirements required.
Excellent organizational, time management and communication (verbal and written) skills.
Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions.
Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving.
Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same.
Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities.
Reliable work attendance
Full-time hours required, with additional hours as necessary including weekends.
Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the workday with occasional mobility required.
Corrected vision within normal range.
LICENSES / CERTIFICATIONS:
None
THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 3/20/2025
$25-26.5 hourly 17d ago
Loan Servicing Representative II
Servicing Solutions
Loan specialist job in Orange, CA
The Loan Servicing Representative II (LSR II) is a critical role within Servicing Solutions working to resolve accounts potentially 31 to 60+ days past due. This role is pivotal in preventing loan losses through progressive collection efforts. Ideal candidates will have strong negotiation skills working to bring accounts current with a combination of payments and available tools to assist customers.The Loan Servicing Representative II (LSR II) is a critical role within Servicing Solutions working to resolve accounts potentially 31 to 60+ days past due. This role is pivotal in preventing loan losses through progressive collection efforts. Ideal candidates will have strong negotiation skills working to bring accounts current with a combination of payments and available tools to assist customers.
Job Duties:
Good negotiation skills- accomplished through mutual communication between agent and customer to successfully obtain payment.
Negotiate with customers to create payment solutions based on individual circumstances.
Meet and exceed daily goals and monthly goals.
Initiate outbound calls that are effective in scope, and lead to successful payment or timely arrangement to satisfy the account delinquency.
Demonstrates ability to be a team player.
Collect accounts that are past due.
Bring delinquency down in assigned queue and overall delinquency.
Conduct skip-tracing activity to generate potential leads on customer or collateral.
Handle high volume of calls in a high stress environment.
Meet quality assurance and productivity standards
Pay Rate $24-$25/hour
$24-25 hourly 60d+ ago
Mortgage Lending Officer SAFE Act - San Francisco
Citigroup Inc. 4.6
Loan specialist job in San Francisco, CA
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
$38k-53k yearly est. 3d ago
CATERING SPECIALIST
Mendocino Farms 4.1
Loan specialist job in San Francisco, CA
Posted Tuesday, January 路 13, 2026 at 8:00 AM
HIRING IMMEDIATELY at Mendocino Farms!
NOW HIRING A CATERING SPECIALIST!
Make up to $20.00 - $25.00/hr including tips!
We're not just selling sandwiches and salads. We're selling HAPPY!
Catering Specialists
Lead the store's Catering Team and work closely with catering clients. Manage the daily execution of all catering orders. Complete daily sales building tasks to promote continuing growth of the catering program.
Perks and Benefits
401(K) Match, and other ancillary benefits*
Paid sick leave
Employee assistance program
English at Work classes - Learn English at work!
Parking & Transit Reimbursement*
Discounted tickets through Tickets at Work
Pet Insurance
Free and delicious Mendo Meals on every shift!
Clear path for growth and development
Competitive Pay
Tips - ALL Mendo Team Members participate in the tip pool!
All Mendo Team Members are paid on a bi-weekly basis
Schedule
Full-time hours available from Monday - Friday
We're Looking for Team Members that have the following:
Great personalities, personality is everything!
An overwhelming desire to help people!
The ability to SELL HAPPY!
You'll spend your day passionately connecting with our guests!
About Mendo
We were founded with the vision to offer so much more than food, and since 2005, we've never let the spark of happiness go out! We Sell HAPPY!
Food is our love language! We connect guests to culinary adventure with our approachably adventurous menu. We use fresh ingredients you can feel good about. We believe that every guest is a friend we haven't made yet or one we're welcoming back!
Does this get you excited?! Then this is the opportunity you have been waiting for!
Apply today to learn more about this exciting opportunity to become part of the Mendo Team!
*For Team Members who qualify
Mendocino Farms is an equal أجزاء opportunity employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. Mendocino Farms will consider qualified applicants with criminal histories for employment in a manner consistent with the requirements of the Fair Chance Initiative for Hiring. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
SF 300 Mission, 300 Mission St., San Francisco, California, United States of America
#J-18808-Ljbffr
$20-25 hourly 5d ago
Trademark Docket Specialist
Buchanan Legal Professional Services
Loan specialist job in Fremont, CA
A leading, nationally recognized law firm with a premier intellectual property practice is seeking an experienced Trademark Docket Specialist to support the accurate and strategic management of sophisticated U.S. and international trademark portfolios. This role is integral to the success of a highly regarded trademark practice that advises innovative, market-leading companies across technology, life sciences, and emerging growth sectors.
This role will be hybrid and can sit in San Francisco, Silicon Valley, Santa Monica, NYC, Boston, or DC.
Key Responsibilities:
Accurately docket U.S. and international trademark prosecution, maintenance, and enforcement deadlines on a daily basis
Review incoming trademark correspondence and documents to identify critical dates, status updates, and required actions
Maintain client-specific docketing requirements using industry-standard docketing systems
Respond to inquiries from attorneys, paralegals, and staff regarding docket entries and deadlines
Conduct online research using USPTO, WIPO, and other trademark databases to confirm status and retrieve relevant information
Generate and distribute customized docketing reports for internal teams and clients
Process and route incoming trademark-related mail and electronic communications
Assist with special projects, data audits, system clean-ups, and data integrity initiatives
Support electronic filing, document management, and uploading to client extranets and internal systems
Collaborate with team members to ensure compliance with firm policies and client guidelines
Desired Skills & Qualifications:
Minimum 2 years of trademark docketing experience in a law firm or corporate IP department preferred
Associate's or Bachelor's degree in a related field preferred
Strong knowledge of U.S. and international trademark procedures; familiarity with the Madrid Protocol preferred
Experience with trademark docketing systems such as WebTMS, Symphony, IPFolio, or similar platforms
Exceptional attention to detail with strong proofreading, organizational, and analytical skills
Ability to review and interpret complex legal documents with accuracy
Excellent written and verbal communication skills
Proven ability to manage multiple priorities and meet strict deadlines in a fast-paced environment
Proficiency in Microsoft Office (Excel, Word, Outlook); experience with document management systems a plus
Commitment to confidentiality and data security standards
Familiarity with USPTO and international trademark databases
Experience with electronic filing systems strongly preferred
$48k-96k yearly est. 2d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan specialist job in Sacramento, CA
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
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How much does a loan specialist earn in Palm Desert, CA?
The average loan specialist in Palm Desert, CA earns between $20,000 and $76,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.