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Loan specialist jobs in Parma, OH - 65 jobs

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  • Mortgage Loan Sales

    First National Bank of Pennsylvania 4.5company rating

    Loan specialist job in Cleveland, OH

    Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $38k-45k yearly est. 2d ago
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  • Mortgage Loan Officer - Residential Lending - Aurora, OH - Aurora, OH

    Wesbanco Bank Inc. 4.3company rating

    Loan specialist job in Aurora, OH

    Back Mortgage Loan Officer - Residential Lending - Aurora, OH #22-8321 Aurora, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Aurora, OH. Market Cleveland Work Hours per Week 40 Requirements Associate's degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. Knowledge of FNMA, FHLMC, FHA, and VA preferred and experience with related AUS preferred. Mortgage loan origination lending background is required. Job Description Summary Originate various types of mortgage loans. Generate bank fee income by originating secondary market loans, and build or replace portfolio as directed by senior management. Essential Function Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities include the following. Other duties may be assigned. Completes loan applications, inputting complete and accurate information in the loan origination system. Obtains all necessary documentation specific to the product, program and specific needs of the client. Reviews customer provided documentation to insure it meets all industry standards, review customer credit and analyze overall information to insure that any unanswered questions are documented and provided. Discloses and provides the client with all required documentation within 3 days of application. Delivers a complete application electronically to processing partners within 3 days of application, followed by the customer provided documentation within 5 days of application. Reviews realistic expectations and timeline with the customer during the initial application process. Conducts weekly pipeline calls with processors and/or team to insure all information is shared, and all needs are identified with what is needed, who is responsible to satisfy need, and when will it be completed. Promotes the bank's mortgage within the real estate community by attending realtor functions, community events and educational opportunities within the industry. Communicates effective updates with customers throughout the mortgage process to insure they have no surprises. Maintains and updates sales stage information to insure the referral source can see the progress of the referral. Promotes and cross-sells all bank products and services. Adheres to the terms of your Service Level Agreement (SLA) Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Able to multi-task under sometimes stressful conditions. Must provide exceptional, professional service to mortgage customers, underwriters, processors and closers. Be the content expert on all the programs and products offered by the bank, as well as the overall mortgage industry. Listen to the needs of customers and align them with the appropriate product and program to meet their mortgage needs. Pre-Qualify purchase customers as requested. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Full-Time/Part-Time Full-time Area of Interest Lending All Locations Aurora, Ohio, United States
    $37k-52k yearly est. 2d ago
  • Commercial /SBA Loan Specialist

    Us Tech Solutions 4.4company rating

    Loan specialist job in Brooklyn, OH

    **Job Title : Commercial Loan Specialist (Comm Client Services - SBA)** **Duration: 6 months contract (with possible extension)** **Hours M-F 8am - 5pm ET. Once a month, a late shift of 11:00am-7:30pm is required.** **Training: 100% on-site for the first 6 weeks Possibly could be Hybrid afterwards** **Top Things Looking for in Candidate** + _Bachelor's degree in finance, business, or a related field._ + _Experience in commercial lending, preferably with a focus on SBA loans._ + _Knowledge of SBA loan programs, including 7(a) and 504._ + _Strong interpersonal skills and ability to build rapport with clients._ + _Detail-oriented and organized._ + _Ensure compliance with SBA regulations and internal policies._ **Job Description:** **Position Summary** The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance. Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed. Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing. **Overview of Primary Functions** + Administers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process · + Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees + Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. + May provide service in relation billing inquiries, service requests, suggestions and complaints from customers + Uses independent thought to recommend and implement programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process + Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely. + Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions **Day-to-Day Tasks Include** + Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process + Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner. + Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests + Process requests received via departmental Quest, databases and internal proprietary system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements + Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes. + Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity **Education, Experience, & Differentiating Skills:** + High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred + 2+ years of experience and a strong knowledge of commercial loan servicing + Demonstrates solid understanding of accounting principles + Familiarity with systems such as CLS/CL3 and LoanIQ (Experience not mandatory) + Proven excellent verbal/written communication and interpersonal skills + Excellent judgement and decision making skills, demonstrated leadership skills + Strong analytical, research, and problem resolution skills + Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges + Moderate knowledge of banking policies, procedures, government regulations + Ability to perform complex scheduled and non-scheduled maintenance functions + Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $22k-39k yearly est. 60d+ ago
  • Mortgage Loan Officer

    CHN Housing Partners 3.5company rating

    Loan specialist job in Cleveland, OH

    CHN HOUSING PARTNERS Mortgage Loan Officer We are a growing non-profit organization based in Cleveland, Ohio that offers its employees a comprehensive benefits package, opportunities to grow within the organization, and the ability to improve the communities we serve. CHN Housing Partners: CHN is a highly seasoned, nonprofit affordable housing developer, housing service provider and residential mortgage lender that works with its partners to solve major housing challenges for low-income people and under-served communities. Through our partnerships we have developed over 7,000 affordable homes, and each year serve over 60,000 families through a wide array of housing services. We work in Ohio and neighboring states, including Michigan, to preserve and expand affordable housing, and build equitable communities. By investing in affordable housing, we are investing in families, communities, and the economy. We are investing in the power of the permanent address. Please click here to learn more about our Core Values and how they drive our mission and define who we are. Learn More about CHN Housing Partners' Benefits by clicking here! CHN offers HSA and PPO Medical Plans (including dental and vision options), Vacation, Personal and Sick Leave; Paid Maternity/Paternity/Adoption Leave; Paid Company Holidays; Life Insurance; 401K Plan, Tuition Reimbursement, and more. The Mortgage Loan Officer will work under minimal supervision to actively participate in business development activities and community efforts to solicit new residential mortgage business and originate CHN Housing Capital mortgage products/programs while meeting established loan quality guidelines and production goals. The rate of pay for this position is $65,000 - $70,000 per year commensurate with experience (FLSA Exempt) Essential Duties & Responsibilities: Represents the organization while soliciting potential or existing customers, builders, developers, and realtors to develop, increase, and retain mortgage loan business. Interviews mortgage applicants to determine appropriate mortgage loan option; inputs application data into mortgage origination system and obtains necessary documentation for processing and underwriting purposes. Acts as a liaison between customer and internal support teams, ensuring loans are processed, approved and closed within established service level agreements. Keeps informed of new trends and developments within the local real estate market and analyzes potential loan markets to develop referral networks and to locate prospective loan clients. Participates in civic and community activities to generate organizational visibility and directs community development outreach initiatives within markets, including homebuyer seminars and financial literacy programs. Delivers accurate, responsive and courteous customer service to every customer (internal & external) every time. Adheres to internal guidelines, policies, procedures, and regulatory standards. Performs other duties as assigned. Education and/or Work Experience Requirements: Required: Education: Associates degree or equivalent combination of training and experience. Active NMLS license Experience: Minimum 5 years' experience in a lending, banking, or community development-related industry, preferably as a Loan Officer or working within a bank's Community Reinvestment Act function. Proven track record of successful loan production Skills: Knowledge of and the ability to apply advanced concepts, practices, and procedures in the assigned division, as well as maintaining Federal and State regulatory compliance requirements for CHNHC lending products/programs. Demonstrating a commitment to professional ethics. Ability to create contacts and build relationships within a variety of communities and ethnic groups. Excellent organizational and time management skills. Self-motivated with excellent problem-solving skills. Strong verbal, written, and interpersonal communication skills. Excellent customer service orientation. Good leadership and management skills. Good working knowledge of MS Office, with ability to learn new software Preferred Bilingual, Spanish is a plus Other Active NMLS license. Bilingual in English and Spanish a plus. Valid driver's license, reliable transportation and automobile insurance. Travel within designated market ( Ohio or Michigan) Critical Competencies: Problem solver - Use orderly methods to find solutions to problems. Results oriented - prioritizes and aligns work of self and other with results focus on achieving business goal and objectives. Decision making - ability to generate innovated ideas and be an active Decision maker to solve problems and move projects ahead. Collaboration - Build relationships and reform throughout organization by inviting participation in collaborative team building. Openness to criticism - Often solicit 8's feedback and reacts calmly to criticism and negative feedback. Customer service - extremely responsive to internal and external customers request exceeding customer's expectations. Listening skills - listens to understand other viewpoints anticipates customer's needs an offer innovative solutions. Communication skills - able to clearly present issues both orally and in writing. Flexibility and adaptability - adjust quickly to changing priorities and concepts copes affectively with complex changes. Work independently - ability to work independently with little or no supervision. High standards - expect personal performance to be nothing short of the best Working Conditions and/or Physical Requirements: Ability to perform essential job functions consistent with ADA, FMLA, and other standards. Regular and punctual attendance consistent with ADA, FMLA, and other standards. Why Should You Apply? You want to be part of an organization where the work you do will have a positive and lasting difference in the community. Great benefits. Opportunities for on-the-job training and/or professional development. M/F/V/D/EOE
    $65k-70k yearly 13d ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in Parma, OH

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $40k-60k yearly est. 60d+ ago
  • Mortgage Loan Officer

    Spring Eq, LLC 4.5company rating

    Loan specialist job in Middleburg Heights, OH

    Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit ***************** At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to Be kind and treat all people - teammates, customers, and vendors - with respect and consideration Be adaptable and embrace change Be accountable and take responsibility and deliver the effort to fully complete the task Be better and strive for continuous improvement in ourselves, our team, and the company for our customers Be part of the solution and solve problems, find the answers, and collaborate Work hard, have fun, and get things done Spring EQ is seeking a Mortgage Loan Officer to join our growing organization. The Mortgage Loan Officer will play a key role in developing and identifying prospective customers through company generated inbound leads. A strong candidate will have a proven track record of success in mortgage loan sales and thrive in a growing, fast-paced environment. They will be driven, passionate and flourish in a sales role that is exciting and dynamic. Candidates for this position will receive excellent training and coaching while being able to produce and earn a generous living on an aggressive compensation plan. Spring EQ is willing to invest its time and resources to train & license the right individual. Responsibilities Customer Service - This position will be dedicated to delivering best in class customer service in an inside sales environment They will conduct customer needs analysis to learn customers' goals and set expectations for loan process Build Relationships - This position will create relationships with prospects and customers to establish trust and encourage referral business They will conduct thorough follow up to all prospective clients Production - This position will close sales and advise customer of next steps They will identify prospective customers through company generated inbound leads Ongoing Education - This position will complete ongoing education for licensing Additional ad-hoc duties will be completed as assigned Qualifications The Basics: Bachelor's Degree or equivalent experience preferred 2+ years of mortgage or home equity loan officer experience required Must hold multi-state licenses in good standing Proven track record of success in sales Bilingual is a plus Excellent communication, interpersonal and organizational skills. Self-starter mentality with the ability to solve open ended business challenges Enthusiastically contribution to a culture of innovation and continuous improvement The ideal candidate will have a demonstrated track record of meeting/exceeding goals as an individual contributor We worked hard to stay updated with the industry technology, therefore we need our employees to be able to learn new computer systems quickly Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, team oriented environment Spring EQ values personal excellence, integrity and accountability - we need candidates who demonstrate these qualities in their everyday lives Benefits 401k Company Match Annual Charitable Matching Gift Program Commuter Benefits Company Holidays Credit Union Membership Dental Insurance Dependent Care Plan Disability Insurance Employee Assistance Program Life Insurance Medical Insurance Paid Time Off Plan Vision Insurance Weekly Non-Management Dinner Benefit Applicants must be authorized to work for ANY employer in the U.S. and will not require sponsorship now or in the future. Spring EQ is an Equal Opportunity Employer. We make all employment decisions based on merit and business needs. If you require a reasonable accommodation at any stage of the hiring or employment process, please contact ***********************
    $40k-56k yearly est. Auto-Apply 17d ago
  • Mortgage Loan Officer (Cleveland, OH)

    Rocket Companies Inc. 4.1company rating

    Loan specialist job in Cleveland, OH

    Are you a driven self-starter with a passion for sales? If so, we have an exciting career opportunity for you! Join our dynamic team at Rocket Mortgage and take your career to new heights. Sales experience is not required! At Rocket Mortgage, we're not just a company, we're a community of passionate professionals dedicated to making homeownership dreams a reality. As a Mortgage Loan Officer, you'll play a crucial role in guiding clients through the mortgage process. Whether they're purchasing a home or refinancing, you'll be there every step of the way. Come be a part of something bigger! About the role * Promote the significant advantages of working with Rocket Mortgage. * Build rapport with clients to ensure we are identifying the solution that meets their needs. * Guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information. * Advise on the home buying or refinance process, providing exceptional client service along the way. * Respond to potential inquiries from company-generated prospects. * Achieve or exceed sales goals and objectives. About you * Sales Aptitude: Your ability to identify and pursue sales opportunities effectively will help you build a solid foundation. Sales experience is not required! * Dedication To Learning: We'll provide ongoing sales and industry training to help you succeed. * Communication Skills: Your ability to build rapport and trust with clients is key. * Empathy: A willingness and capacity to connect with your clients will set you apart. * Adaptability: Resiliency and an openness to adapting to industry changes are required. What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at **************************. Illinois, Maryland, Minnesota, Massachusetts, Colorado, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $20.00 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here. The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
    $20 hourly Easy Apply 60d+ ago
  • Mortgage Loan Officer

    Nexgoal

    Loan specialist job in Cleveland, OH

    About NexGoal: NexGoal is a corporate recruiting firm that places high-quality, competitive, and driven former athletes in careers with our corporate clients. Our Client's Company Profile: Our client is a nationwide mortgage company covering 45 states. Their success is based on their core value--treat people the way you would want to be treated. They set themselves apart from their competitors by offering constant underwriting and sales support and truly listening to employee concerns. Position Summary: The Mortgage Loan Officer will use their skills to present and sell beneficial financial solutions to clients all over the nation. Responsibilities: Overcome client's objections and offer advice and solutions on how to handle their mortgages better Collect financial data to ensure quality recommendations for loan products Serve as the 'go-to' resource for borrowers in seeing out their financial goals Self-source valuable leads for new clientele Qualifications: MLS license absolutely required (must be able to provide proof) No experience required--a great opportunity for new MLOs! Able to remain competitive and coachable in a fast-paced environment Must be able to work in a team and independently Excellent written and verbal communication skills A willingness to work on-site--a hybrid schedule is possible down the road Note: By submitting your application, you agree to be automatically subscribed to NexGoal's e-newsletter, providing weekly Career Advice articles and Job Board updates. NexGoal will not share your email address with any third parties. You will be free to unsubscribe at any time.
    $40k-60k yearly est. 60d+ ago
  • Experienced Loan Officer

    Solid Rock Recruiting LLC

    Loan specialist job in Cleveland, OH

    Job DescriptionExperienced Loan Officer Compensation: $100,000 - $150,000 (Base + Incentives) Employment Type: Full-Time About the Bank We are a well-established community bank committed to serving local businesses and individuals with reliable service and local decision-making. As our loan portfolio continues to grow, we are seeking an Experienced Loan Officer to join our team and support ongoing lending needs across the community. Position Overview The Experienced Loan Officer will develop, manage, and grow a portfolio of commercial and consumer loans. This role is ideal for a lender who thrives on relationship building, portfolio management, and delivering high-quality client service. Key Responsibilities Build and maintain strong relationships with new and existing clients across the community. Analyze financials, credit reports, and collateral to structure appropriate loan solutions. Manage a diversified loan portfolio and ensure ongoing credit quality. Present loan requests and recommendations to the credit team/loan committee. Identify growth opportunities through client outreach, referrals, and community involvement. Provide a high level of responsiveness and support to clients and internal partners. Ensure all lending activities follow bank policies, regulatory requirements, and risk guidelines. Qualifications 3+ years of experience as a Loan Officer or Commercial/Consumer Lender (community bank experience preferred). Strong credit analysis and financial statement review skills. Proven track record of building and managing a healthy loan portfolio. Ability to grow business through relationships, networking, and local presence. Excellent communication and client-service skills. Bachelor's degree in Business, Finance, Accounting, or related field preferred. Compensation & Benefits Total earnings of $100,000 - $150,000 (base salary + incentive plan) Full benefits package (health, 401k, PTO, etc.) Local decision-making and strong support from leadership Long-term career stability and growth opportunities How to Apply Please send your resume to brian@solidrockrecruiting.com with the subject line: Experienced Loan Officer Application . All inquiries are fully confidential.
    $40k-60k yearly est. 28d ago
  • Mortgage Loan Closer

    Howard Hanna Real Estate Services 4.1company rating

    Loan specialist job in Cleveland, OH

    Job Description We are seeking a detail-oriented and highly organized Mortgage Loan Closer to join our team. In this role, you will be responsible for preparing, reviewing, and ensuring the timely and accurate closing of residential mortgage loans. The ideal candidate will have a strong understanding of mortgage documentation, compliance requirements, and closing procedures, ensuring a smooth transition from underwriting to funding. Key Responsibilities: Prepare and review closing documents in accordance with loan approval terms, investor guidelines, and regulatory compliance. Coordinate loan closings with title companies, attorneys, borrowers, lenders, and internal departments. Verify loan data, including loan amount, interest rate, and fees, to ensure accuracy. Ensure all closing conditions are met prior to disbursement. Issue and manage Closing Disclosures (CDs) and final settlement statements. Perform funding authorization and coordinate disbursement of funds. Communicate regularly with loan officers, processors, underwriters, and other stakeholders to resolve issues and ensure timely closings. Maintain complete and accurate loan files in accordance with company and investor requirements. Keep current on federal, state, and investor regulations related to loan closings. Provide excellent customer service to all internal and external partners. Qualifications: High school diploma or equivalent required; associate or bachelor's degree preferred. 2+ years of mortgage closing experience preferred. Strong knowledge of residential loan closing documents and procedures (Conventional, FHA, VA, USDA). Familiarity with TRID and other applicable compliance regulations. Experience with mortgage loan origination systems Exceptional attention to detail and organizational skills. Ability to multitask and work under tight deadlines. Excellent communication and customer service skills. HowardHanna.com Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees. Powered by JazzHR QmDdtAm3my
    $36k-51k yearly est. 14d ago
  • Loan Officer

    Newrez

    Loan specialist job in Westlake, OH

    is for YOUR HOME FINANCIAL, one of the Family of Companies of Newrez LLC. At Your Home Financial, we pride ourselves on our superior, one-on-one service. Our high customer satisfaction scores validate our commitment to staying focused on delivering value to our customers. You can rest assured that you will always have our undivided attention, returning your calls the same day, and doing our very best to resolve issues immediately. Primary Function The primary function of the Sr. Loan officer is to sell loan products offered by NewRez. Contact prospective clients to develop and maintain referral sources. Meet with prospective clients at outside locations such as a client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads. Principal Duties * Utilize and develop a network of resources for mortgage loan business development and solicitation for new business. * Utilize, manage and market to a database of customer contacts. * Maintain a positive sales environment by educating potential borrowers, Real Estate Agents and Homebuilder sales representatives on the Company's products and services; create and deliver presentations when necessary. * Complete thorough loan applications by communicating with perspective applicants and obtain specified information relating to the loan or credit application; correspond with applicant via telephone, email or in-person to resolve any questions regarding application information. * Perform prequalification assessment and analysis of financial condition and risk of financing requests within the Company's credit policies and programs, as well as all state and federal lending regulations (FHA, VA, Fannie Mae, Freddie Mac, Conventional, Conforming, Rural Housing Development, Bond and Portfolio). * Negotiate rate, terms and conditions of the loan. * Lock loans on time and in the correct product type to avoid fall-out. * Collect up-front fees from applicant. * Submit complete loan application, including all required documents and disclosures, and coordinate the process with assigned processing center. * Input loans into appropriate Automated Underwriting System (AUS), such as DU or LP, for underwriting decision. * Assist with, and solve, issues relating to processing, underwriting and closing of loans within employee's loan pipeline. * Develop and maintain knowledge of the financial industry, economy, market conditions, rates, vendors and competition. * Represent the Company in various community and civic functions to enhance the Company's image and develop additional business. * Consistently apply superior decision making techniques relating to applicant inquiries, approvals, and requests as they pertain to existing policies, regulations and procedures. * Maintain compliance on all loan files and pipeline. * Other duties as assigned. Education and Experience Requirements * Must have an active state MLO license in each state where business is to be conducted. * High-school diploma or GED and a minimum. * 3-years lending origination experience. * Strong PC skills, including Power Point, Excel, Word and Lotus Notes. * Solid knowledge of state and local real estate markets. Knowledge, Skill and Ability Requirements * Ability to plan for contingencies and anticipate problems and identify risks. * Ability to negotiate persuasively to produce positive outcomes. * Ability to effectively listen and respond to customers' needs. * Ability to demonstrate a strong desire to satisfy one's internal and external customers by displaying superior customer service skills. * Ability to demonstrate corporate responsibility by living our core values - Superior Customer Service, Integrity, Respect, Hard Work, and Long Term Commitment. * Ability to instill trust and confidence from others. * Ability to effectively convey and receive ideas, information, and directions. * Ability to exhibit professional written and verbal communication at all times. * Ability to build and maintain work relationships and contacts needed to effectively address issues and obstacles. * Ability to value contribution of all team members and is effective at resolving workplace conflicts. * Ability to establish positive rapport with customers. * Ability to seek out new and creative ways to provide solutions to the customer's needs. * Ability to demonstrate solid selling skills and techniques. * Ability to influence others to gain commitment. * Ability to maintain an intense optimism and focus on achieving goals even under adversity. * Ability to recover quickly from setbacks and rejections. * Ability to maintain and foster strong partnerships with customers. * Ability to ensure customer satisfaction throughout the cycle of the sales process with support and service. * Ability to complete all required training courses on time. * Ability to identify customer needs and adapt sales presentations effectively. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. #LI-203759036_EP1 #YHF Company Perks: * 15 Paid Time Off (PTO) days and 18 after 1st anniversary! * 9 Paid Holidays * Casual Workplace * Employee Engagement Activities Company Benefits: * Medical (including Health Savings Account & Flexible Savings Account) * Dental - RX - Vision - Life, Disability Insurance - 401(k) Plan with company match! - Employee Assistance Plan * Performance-based Incentives * Pet Insurance * Advancement Opportunities Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $39k-60k yearly est. Auto-Apply 60d+ ago
  • Loan Officer

    Newrez LLC

    Loan specialist job in Westlake, OH

    is for YOUR HOME FINANCIAL, one of the Family of Companies of Newrez LLC. At Your Home Financial, we pride ourselves on our superior, one-on-one service. Our high customer satisfaction scores validate our commitment to staying focused on delivering value to our customers. You can rest assured that you will always have our undivided attention, returning your calls the same day, and doing our very best to resolve issues immediately. Primary Function The primary function of the Sr. Loan officer is to sell loan products offered by NewRez. Contact prospective clients to develop and maintain referral sources. Meet with prospective clients at outside locations such as a client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads. Principal Duties Utilize and develop a network of resources for mortgage loan business development and solicitation for new business. Utilize, manage and market to a database of customer contacts. Maintain a positive sales environment by educating potential borrowers, Real Estate Agents and Homebuilder sales representatives on the Company's products and services; create and deliver presentations when necessary. Complete thorough loan applications by communicating with perspective applicants and obtain specified information relating to the loan or credit application; correspond with applicant via telephone, email or in-person to resolve any questions regarding application information. Perform prequalification assessment and analysis of financial condition and risk of financing requests within the Company's credit policies and programs, as well as all state and federal lending regulations (FHA, VA, Fannie Mae, Freddie Mac, Conventional, Conforming, Rural Housing Development, Bond and Portfolio). Negotiate rate, terms and conditions of the loan. Lock loans on time and in the correct product type to avoid fall-out. Collect up-front fees from applicant. Submit complete loan application, including all required documents and disclosures, and coordinate the process with assigned processing center. Input loans into appropriate Automated Underwriting System (AUS), such as DU or LP, for underwriting decision. Assist with, and solve, issues relating to processing, underwriting and closing of loans within employee's loan pipeline. Develop and maintain knowledge of the financial industry, economy, market conditions, rates, vendors and competition. Represent the Company in various community and civic functions to enhance the Company's image and develop additional business. Consistently apply superior decision making techniques relating to applicant inquiries, approvals, and requests as they pertain to existing policies, regulations and procedures. Maintain compliance on all loan files and pipeline. Other duties as assigned. Education and Experience Requirements Must have an active state MLO license in each state where business is to be conducted. High-school diploma or GED and a minimum. 3-years lending origination experience. Strong PC skills, including Power Point, Excel, Word and Lotus Notes. Solid knowledge of state and local real estate markets. Knowledge, Skill and Ability Requirements Ability to plan for contingencies and anticipate problems and identify risks. Ability to negotiate persuasively to produce positive outcomes. Ability to effectively listen and respond to customers' needs. Ability to demonstrate a strong desire to satisfy one's internal and external customers by displaying superior customer service skills. Ability to demonstrate corporate responsibility by living our core values - Superior Customer Service, Integrity, Respect, Hard Work, and Long Term Commitment. Ability to instill trust and confidence from others. Ability to effectively convey and receive ideas, information, and directions. Ability to exhibit professional written and verbal communication at all times. Ability to build and maintain work relationships and contacts needed to effectively address issues and obstacles. Ability to value contribution of all team members and is effective at resolving workplace conflicts. Ability to establish positive rapport with customers. Ability to seek out new and creative ways to provide solutions to the customer's needs. Ability to demonstrate solid selling skills and techniques. Ability to influence others to gain commitment. Ability to maintain an intense optimism and focus on achieving goals even under adversity. Ability to recover quickly from setbacks and rejections. Ability to maintain and foster strong partnerships with customers. Ability to ensure customer satisfaction throughout the cycle of the sales process with support and service. Ability to complete all required training courses on time. Ability to identify customer needs and adapt sales presentations effectively. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. #LI-203759036_EP1 #YHF Company Perks: • 15 Paid Time Off (PTO) days and 18 after 1st anniversary! • 9 Paid Holidays • Casual Workplace • Employee Engagement Activities Company Benefits: • Medical (including Health Savings Account & Flexible Savings Account) • Dental - RX - Vision - Life, Disability Insurance - 401(k) Plan with company match! - Employee Assistance Plan • Performance-based Incentives • Pet Insurance • Advancement Opportunities Newrez NOW: • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $39k-60k yearly est. Auto-Apply 60d+ ago
  • Jr. Loan Officer

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in Cleveland, OH

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. As the Cleveland OH branch of CCM, we help local families secure affordable homeownership by providing personalized guidance, clear communication, and a wide range of loan programs tailored to fit your goals. We're seeking driven, strategic, and results-oriented professionals who thrive in high volume environments and are motivated by earning potential. If you're ready to be rewarded for your results and join a team that values excellence, apply now and let your ambition pay off. What We Offer: Competitive commission structure. Clear growth path. Ongoing training and mentorship from industry veterans. Recognition programs and performance incentives. Position Overview: CrossCountry Mortgage's Customer Service Representative role is an entry level opportunity to begin a career in the mortgage industry. This role provides the essential tools and foundation to ensure career success and maintain the utmost level of customer satisfaction. Job Responsibilities: Build lasting relationships with high-value clients across the mortgage industry. Take inbound leads via corporate phone system. Gather basic customer information and identify customer needs. Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system. Utilize corporate training methods and tactics in converting potential prospects to CCM customers. Leverage cutting-edge tools and data to optimize your outreach and conversion. Schedule initial appointments as well as maintaining database to ensure customer service expectations are met. Appropriately classify and distinguish each lead contacted. Manage high volume of incoming phone calls. Apply training to live interactions with CCM clients both internally and externally. Collaborate with a high-performance team to exceed revenue targets. Qualifications and Skills: High School Diploma or equivalent. 1+ years of experience as a telemarketer or similar sales/customer service role. Skill in exceeding sales quotas in a competitive environment. Familiarity with CRM systems and data-driven sales strategies. Excellent communication and customer service skills. Excellent prioritization and time management skills. Excellent consultative selling skills. Proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $39k-53k yearly est. Auto-Apply 60d+ ago
  • Transaction Manager- Loan Closer

    Bwecap

    Loan specialist job in Cleveland, OH

    The Closer supports and works independently with minimal supervision in coordination with producers, analysts, transaction managers, lenders, borrowers, outside legal counsel, title companies, surveyors, third party report providers (including, but not limited to, appraisers, engineers, zoning report providers, insurance agents and lien search firms) and other internal and external constituencies to assist the borrower with all aspects of a commercial mortgage loan closing and to ensure a smooth transition of the loan from production to closing to servicing. RESPONSIBILITIES: · Track, coordinate and handle the timely ordering, receipt, review, delivery and approval of third-party reports, including appraisals, environmental reports, surveys, title commitments, searches, flood certificates, engineering reports, and seismic reports, involving the closing manager, transaction managers, producers and analysts when necessary. · Become familiar with, and support the establishment and maintenance of a database for, contacts and closing requirements of various lenders. · Obtain, review and coordinate lender approval of insurance carried by the borrower. · Prepare estoppels, SNDAs, and lease abstracts; review estoppels against the borrower's rent roll. · Schedule and coordinate closing calls; draft and/or manage closing checklists to ensure all closing requirements are timely met as a condition to funding. · Obtain all lender required due diligence from the borrower. · Review lender required due diligence for accuracy and to identify and resolve potential issues prior to transmittal to lender. · Prepare and transmit statement of Bellwether and third-party fees to the title company and borrower for closing, and review settlement statement for accuracy. · Maintain organized and accurate closing and due diligence files, and upload to central document management system in a timely and organized fashion. · Take such other actions as necessary or desirable to ensure loans close, and to ensure a seamless transition to loan set-up and servicing. · Assist with special projects on an as needed basis. QUALIFICATIONS: · Certificate or Associate's Degree in Administrative Science or Paralegal Studies, or equivalent work experience. · At least one year of experience with commercial mortgage loan closings. · Strong computer literacy and working knowledge of Microsoft Office products. · Ability to operate effectively both independently and in a team environment. · Maturity and self-confidence to simultaneously handle a variety of assignments. · Ability to work harmoniously with internal/external parties and clients. · Self-motivated and detail-oriented with excellent organizational skills and drive to succeed. · Ability to organize, direct and motivate others. · Must possess judgment necessary to identify when issues and potential issues should be raised to closing manager, transaction managers, producers and/or analysts. · Strong oral and written communication skills. · Ability to multi-task and manage time effectively. · Excellent interpersonal, communication, problem-solving, and organization skills. DESIRED: · Bachelor's Degree. · Experience with life insurance companies. · Familiarity with Salesforce or comparable customer relationship management platform. · Strong self-starter and inquisitive. · Entrepreneurial work ethic. We encourage you to explore the career opportunities we have available here at BWE!
    $32k-43k yearly est. Auto-Apply 37d ago
  • Mortgage Loan Sales

    First National Bank of Pennsylvania 4.5company rating

    Loan specialist job in Akron, OH

    Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $38k-45k yearly est. 2d ago
  • Commercial / SBA Loan Specialist

    Us Tech Solutions 4.4company rating

    Loan specialist job in Brooklyn, OH

    The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance. Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed. Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing. **Overview of Primary Functions** + Administers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process · + Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees + Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. + May provide service in relation billing inquiries, service requests, suggestions and complaints from customers + Uses independent thought to recommend and implement programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process + Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely. + Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions **Day-to-Day Tasks Include** + Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process + Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner. + Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests + Process requests received via departmental Quest, databases and internal proprietary system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements + Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes. + Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity **Education, Experience, & Differentiating Skills:** + High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred + 2+ years of experience and a strong knowledge of commercial loan servicing + Demonstrates solid understanding of accounting principles + Familiarity with systems such as CLS/CL3 and LoanIQ (Experience not mandatory) + Proven excellent verbal/written communication and interpersonal skills + Excellent judgement and decision making skills, demonstrated leadership skills + Strong analytical, research, and problem resolution skills + Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges + Moderate knowledge of banking policies, procedures, government regulations + Ability to perform complex scheduled and non-scheduled maintenance functions + Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently **Top Things looking for In Candidate** + Reconcile General Ledgers · Research credits and debits · Ability to research GL outages in commercial loan systems · Accounting Degree · Proficient in Microsoft Excel · Previous commercial loan services experience · Self-starter · Work with limited supervision **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $22k-39k yearly est. 60d+ ago
  • Mortgage Loan Officer

    Spring EQ 4.5company rating

    Loan specialist job in Middleburg Heights, OH

    Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit ***************** At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to * Be kind and treat all people - teammates, customers, and vendors - with respect and consideration * Be adaptable and embrace change * Be accountable and take responsibility and deliver the effort to fully complete the task * Be better and strive for continuous improvement in ourselves, our team, and the company for our customers * Be part of the solution and solve problems, find the answers, and collaborate * Work hard, have fun, and get things done Spring EQ is seeking a Mortgage Loan Officer to join our growing organization. The Mortgage Loan Officer will play a key role in developing and identifying prospective customers through company generated inbound leads. A strong candidate will have a proven track record of success in mortgage loan sales and thrive in a growing, fast-paced environment. They will be driven, passionate and flourish in a sales role that is exciting and dynamic. Candidates for this position will receive excellent training and coaching while being able to produce and earn a generous living on an aggressive compensation plan. Spring EQ is willing to invest its time and resources to train & license the right individual. Responsibilities * Customer Service - This position will be dedicated to delivering best in class customer service in an inside sales environment * They will conduct customer needs analysis to learn customers' goals and set expectations for loan process * Build Relationships - This position will create relationships with prospects and customers to establish trust and encourage referral business * They will conduct thorough follow up to all prospective clients * Production - This position will close sales and advise customer of next steps * They will identify prospective customers through company generated inbound leads * Ongoing Education - This position will complete ongoing education for licensing * Additional ad-hoc duties will be completed as assigned Qualifications The Basics: * Bachelor's Degree or equivalent experience preferred * 2+ years of mortgage or home equity loan officer experience required * Must hold multi-state licenses in good standing * Proven track record of success in sales * Bilingual is a plus * Excellent communication, interpersonal and organizational skills. * Self-starter mentality with the ability to solve open ended business challenges * Enthusiastically contribution to a culture of innovation and continuous improvement * The ideal candidate will have a demonstrated track record of meeting/exceeding goals as an individual contributor * We worked hard to stay updated with the industry technology, therefore we need our employees to be able to learn new computer systems quickly * Time is money - At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, team oriented environment * Spring EQ values personal excellence, integrity and accountability - we need candidates who demonstrate these qualities in their everyday lives Benefits * 401k Company Match * Annual Charitable Matching Gift Program * Commuter Benefits * Company Holidays * Credit Union Membership * Dental Insurance * Dependent Care Plan * Disability Insurance * Employee Assistance Program * Life Insurance * Medical Insurance * Paid Time Off Plan * Vision Insurance * Weekly Non-Management Dinner Benefit Applicants must be authorized to work for ANY employer in the U.S. and will not require sponsorship now or in the future. Spring EQ is an Equal Opportunity Employer. We make all employment decisions based on merit and business needs. If you require a reasonable accommodation at any stage of the hiring or employment process, please contact ***********************
    $40k-56k yearly est. Auto-Apply 16d ago
  • Cleveland Regional Loan Officer

    Caliver Beach Mortgage

    Loan specialist job in Cleveland, OH

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
    $40k-60k yearly est. 60d+ ago
  • Jr. Corporate Loan Processor

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in Cleveland, OH

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Jr. Corporate Loan Processor is responsible for providing quality customer service by verifying necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer, loan officer, junior processor, senior processor and/or underwriter. The Jr. Corporate Loan Processor collaborates with the training department for transition into a Senior Loan Processor. Job Responsibilities: * Verify that an application is complete and accurate. * Communicate directly with the Loan Originator to obtain initial and any missing documentation required to qualify for the loan. * Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.). * Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. * Verify that vendor orders are complete, invoices are received and in the applicant's file. * Manage pipeline by completing and submitting reports within allotted turn-around times. * Assist set-up of loans. * Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC investors. * Assist closing, secondary, and servicing to obtain documentation needed to clear outstanding suspense items for loans worked on and/or loans worked on from other transition team members. * Available to work varying hours and overtime if needed. Qualifications and Skills: * High School diploma or equivalent. * A minimum of 2 years' residential mortgage experience. * Experience with RESPA regulations. * Encompass experience. * Experience with mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. * Excellent analytical skills. * Excellent communication skills. * Excellent prioritization and time management skills. * Proficient in DU, LP, Microsoft Office & Windows. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $33k-40k yearly est. 2d ago
  • Mortgage Loan Closer

    Howard Hanna Real Estate Services 4.1company rating

    Loan specialist job in Mayfield Heights, OH

    We are seeking a detail-oriented and highly organized Mortgage Loan Closer to join our team. In this role, you will be responsible for preparing, reviewing, and ensuring the timely and accurate closing of residential mortgage loans. The ideal candidate will have a strong understanding of mortgage documentation, compliance requirements, and closing procedures, ensuring a smooth transition from underwriting to funding. Key Responsibilities: Prepare and review closing documents in accordance with loan approval terms, investor guidelines, and regulatory compliance. Coordinate loan closings with title companies, attorneys, borrowers, lenders, and internal departments. Verify loan data, including loan amount, interest rate, and fees, to ensure accuracy. Ensure all closing conditions are met prior to disbursement. Issue and manage Closing Disclosures (CDs) and final settlement statements. Perform funding authorization and coordinate disbursement of funds. Communicate regularly with loan officers, processors, underwriters, and other stakeholders to resolve issues and ensure timely closings. Maintain complete and accurate loan files in accordance with company and investor requirements. Keep current on federal, state, and investor regulations related to loan closings. Provide excellent customer service to all internal and external partners. Qualifications: High school diploma or equivalent required; associate or bachelor's degree preferred. 2+ years of mortgage closing experience preferred. Strong knowledge of residential loan closing documents and procedures (Conventional, FHA, VA, USDA). Familiarity with TRID and other applicable compliance regulations. Experience with mortgage loan origination systems Exceptional attention to detail and organizational skills. Ability to multitask and work under tight deadlines. Excellent communication and customer service skills. HowardHanna.com Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
    $36k-51k yearly est. Auto-Apply 60d+ ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Parma, OH?

The average loan specialist in Parma, OH earns between $22,000 and $78,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Parma, OH

$42,000

What are the biggest employers of Loan Specialists in Parma, OH?

The biggest employers of Loan Specialists in Parma, OH are:
  1. US Tech Solutions
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