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Loan specialist jobs in Peoria, AZ

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  • Loan Disbursement Specialist

    California Bank & Trust 4.4company rating

    Loan specialist job in Phoenix, AZ

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 6d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase & Co 4.8company rating

    Loan specialist job in Tempe, AZ

    JobID: 210679636 JobSchedule: Full time JobShift: Day : Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. Job responsibilities * Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. * Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. * Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. * Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. * Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. Required qualifications, capabilities, and skills * Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. * Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. * Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. * Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. * Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. Preferred qualifications, capabilities, and skills * Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. * Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. * Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. * Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. * Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
    $80k-111k yearly est. Auto-Apply 4d ago
  • Bilingual Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in Phoenix, AZ

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $45,000, 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. 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.
    $45k yearly Auto-Apply 7d ago
  • Private Client Loan Specialist I

    Midfirst Bank 4.8company rating

    Loan specialist job in Scottsdale, AZ

    will support the Private Bankers and clients within the Private Banking group. Responsibilities will include but are not limited to: Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support. Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests. Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers. Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations. Process all loan wire and transfer requests. Perform miscellaneous job related duties as assigned. Position Requirements: -Minimum of one year of prior retail banking experience -General knowledge of bank services, products, and loans -Excellent client-service skills, including oral and written communication -Entrepreneurial, ownership-oriented mindset -Attention to detail and strong organizational skills -Ability to work effectively as a team member and with customers -Strong analytical and problem solving skills, and the ability to derive innovative solutions -Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers -Strong work ethic and high integrity -Strong computer skills -Friendly, outgoing, assertive, confident, and enthusiastic personality
    $36k-61k yearly est. 60d+ ago
  • Loan Origination Specialist II

    JPMC

    Loan specialist job in Tempe, AZ

    Are you looking for an opportunity where you can grow and develop your skills? As a Closing Coordinator within Wholesale Loan Services, you will manage post-loan closing activities in collaboration with the Credit Officer, Banker, Outside Counsel, and various departments. Your primary responsibility will be to ensure the receipt of all legal loan documentation and address any legal documentation exceptions to meet the bank's required standards. Job Responsibilities: Manage and maintain the teams pipeline of active legal documentation exceptions. Review legal loan documentation for operational feasibility, regulatory requirements, and mitigation of operational risk. Review operational requirements relating to legal documentation exceptions process, and policies. Coordinate flow of post loan closing tasks Required Qualifications, Capabilities, and Skills: Strong oral and written communication skills Excellent attention to detail Ability to multi-task through the practice of strong organizational and time management skills Minimum of 2+ years' experience in commercial loan products and documentation. Preferred qualifications, capabilities, and skills: College degree or equivalent work experience
    $26k-52k yearly est. Auto-Apply 60d+ ago
  • Member Loan Specialist

    Credit Union West 3.6company rating

    Loan specialist job in Glendale, AZ

    Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
    $34k-50k yearly est. Auto-Apply 60d ago
  • Denial Resolution Specialist

    RSI 4.0company rating

    Loan specialist job in Glendale, AZ

    Requirements Education: · High school diploma or GED equivalent Your Job Adventure includes: · Immerse yourself in a multitude of outstanding accounts, unraveling mysteries but with a touch of finesse · Demonstrate mastery over insurance denials, ensuring prompt resolution and securing payments for all stakeholders · Engage in direct communication with insurance representatives, adeptly navigating conversations to untangle the complexities of denial issues · Adhere meticulously to industry regulations, including but not limited to HIPAA, TCPA, and other pertinent rules Skills Needed: · Proficient in the art of medical billing · Basic Microsoft Office wizardry · Multitasking like a pro (juggling is your secret talent) · Quick learner with troubleshooting superpowers Extra Awesome Attributes: · Dependable (the go-to person) · Communication enthusiasts · Sharp eye for detail and have a knack for decoding insurance lingo · Master of secrets, handling highly confidential information with the utmost care and finesse Position Summary: Your mission, should you choose to accept it, involves uncovering the secrets of insurance eligibility, correcting claim denials with superhero finesse, and engaging in epic follow-ups with insurance realms. But wait, there's more! Channel your inner customer service wizard as you charm clients and third parties with your infectious positivity. If you're up for a billing bonanza where every denied claim is a chance for triumph, welcome to the squad of Denial Dynamos & Claim Crusaders! Join us and let the billing quest begin! Salary Description $17 AND UP (depending on specific experience)
    $35k-51k yearly est. 60d+ ago
  • Consumer Direct Loan Officer

    The EMAC Group

    Loan specialist job in Phoenix, AZ

    National Independent Mortgage Lender seeks a Consumer Direct Loan Officer to expand an existing call center. Inside Loan Advisors receive 100% inbound calls from qualified home shoppers looking to make their next purchase. Live daily leads transfers! Salary plus commissions. All mortgage loan advisors are eligible for bonuses. Very aggressive commission splits. New Associate Bonus Program Fannie Mae, Freddie Mac and Ginnie Mae Seller/Servicer. We also have a stable of investors with 100s of loan products. Conventional, FHA, VA, Jumbo, Manufactured Homes, Stated Income Products for Self-Employed Borrowers (NON- QM), USDA, and more! Competitive Pricing Direct Lender so all processing, underwriting, and funding are done in-house. Company-paid licensing, continuing education, and annual state/NMLS renewals. Desired Skills and Experiences: Proven monthly production Call center Background Familiar with DU/LP Encompass experience is a plus! Excellent Time Management and Organizational Skills Able to take direction and work in a team environment Strong sense of urgency and initiative to get things done Ambitious professional who is motivated by opportunity for advancement Qualifications If you are NMLS licensed and have a strong desire to succeed in a commission-driven sales environment, we would like to speak to you! Candidate Requirements: Minimum five years of mortgage loan officer/retail mortgage banking experience Exceptional phone sales skills Must already be NMLS Licensed & SAFE Act compliant Must be licensed in a minimum of five(5) states **MUST BE CURRENTLY NMLS LICENSED AND IN GOOD STANDING!** Compensation: Base salary, monthly commission, and annual bonus. Schedule a confidential Discovery Call today! The EMAC Group is an Executive Search Firm with clients such as Fed and State Charter Banks, IMBs, Credit Unions, and larger brokers, nationwide.
    $52k-72k yearly est. 60d+ ago
  • Consumer Loan Officer Trainee

    Reliable Credit Association

    Loan specialist job in Tempe, AZ

    The Consumer Loan Officer Trainee (CLOT) is a non-exempt employee that performs customer service and collection duties, investigates, and develops credit applications, works to obtain discretionary credit approval for the origination of direct consumer loans and the purchase of retail installment contracts, while providing other support as needed for branch operations. The Consumer Loan Officer Trainee is a key learning role as part of our Credit Officer development program. Essential Functions May Include: * Provide customer service primarily by telephone, in-person, and electronically by offering appropriate solutions, resolution for issues, and follow up. * Collections of certain past due loans and contracts, including making payment arrangements. * Marketing for loans by inviting customers to apply for loans and offering optional ancillary products, if properly licensed, when they may provide benefit to the customer. * Obtaining and inputting, primarily by telephone, direct consumer loan applications, including inputting complete credit applications, identifying the real loan purpose and potential collateral to secure the loan. * Investigate and develop direct consumer loan and contract credit applications, including interviewing applicants to obtain additional information, verification of employment and other credit history. * Analyzing, examining, and evaluating credit applications. For training purposes, the Consumer Loan Officer Trainee will make credit recommendations to a Consumer Loan Officer whether to approve, decline or counteroffer both direct loan and contract credit applications. * Consumer Loan Officer Trainee is expected to contribute as needed to every project at Reliable Credit and to work as necessary to meet our customers' needs and organizations success. In addition to the job specific requirements above, the following requirements are expected of all members of the team: * Consistently maintain a professional demeanor and communicate in a respectful and collaborative manner. * Follow direction, is engaged and productive and is flexible and adaptable to changing conditions and expectations. * Collaborate with and support other members of the company, customers, and dealers. * Maintain punctual, regular, and reliable attendance. * Demonstrate the Company's core values (Vision Statement) and complies with all Company policies and procedures. * Complete all assigned training requirements. Scope and Accountability: * Incumbent's decisions and actions moderately impact the company's revenue and operations. Decisions and actions may have a moderate impact on reputation, and/or employee and customer satisfaction. * Incumbent makes limited independent decisions, and actions are guided by clearly stated standards, parameters, and processes. Incumbent performs work under a normal level of supervision. * Work under established guidelines and controls including Employee Handbook, Operations Manual, and internal guidelines and work procedures. Qualifications Knowledge, Skills, and Abilities: * College degree preferred. May consider 2+ years of industry related experience, and/or a combination of education, related experience, and/or training. * Commitment to continuous learning with the ability to develop process, people, leadership, and management skills as a participant in our development program (if, and/or when program is available). * Ability and desire to interact with a diverse customer base. * Ability and desire to learn and accurately apply applicable laws and regulations required within the finance/credit/banking industry. * Ability and desire to learn, effective credit underwriting, including approval, denial, and counteroffer of originating direct consumer loans and purchasing retail installment contracts from primarily automobiles dealers. * Ability and desire to learn, effective negotiation and marketing skills * Critical and inquisitive thinking, analytical skills, and attention to detail to draw out information and aide decision making. * Solid understanding of the economics and risk elements related to financing. * Ability to analyze and interpret financial data. * Effective decision-making and negotiating skills. * Ability and desire to learn and accurately apply applicable laws and regulations * Ability and desire to learn and navigate multiple tasks, systems, and situations while working under pressure to meet deadlines. and to read and interpret manuals and guidelines. * Organizational and time management skills. * Professional verbal, written and interpersonal communication skills. * Teamwork/Rapport building skills. * Basic computer skills, including a general proficiency using Microsoft Office programs. * Incumbents are required to obtain any necessary insurance licensing prior to consummating loans with optional ancillary products. * Willingness to be part of a development program with initial focus on our Credit Officer position. The Credit Officer position requires (1) sound loan and contract credit approval judgment, (2) being comfortable and effective in negotiating the purchase price of a retail installment contract from primarily automobile dealers, and (3) being comfortable and effective with inside and outside marketing to primarily automobile dealers. * Bilingual (Spanish/English) is a plus. Work Environment and Physical Demands: The work environment and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and readily and effectively communicate. The employee must occasionally lift and/or move up to 15 pounds. Vision abilities required by this job include ability to effectively see within an office environment, which may include long term computer exposure, and to adjust focus accordingly. The duties of the job are primarily performed in an office environment. There is some exposure to noise in the work environment, which is usually mild to moderate. The (insert job title) may at times require a limited amount of time doing outside sales primarily at automobile dealerships. Disclaimer Language The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Employees may be required to perform duties outside of their normal responsibilities from time-to-time, as needed. Reliable Credit Association, Inc. is an equal opportunity employer that strives to create a diverse workforce and an inclusive culture.
    $52k-72k yearly est. 11d ago
  • Part time Loan Processor

    Global Channel Management

    Loan specialist job in Phoenix, AZ

    Loan Processor needs laserpro and 5+ years experience Loan Processor requires: 24 hours a week (3 days (T, W, Th) 8 hours daily). Loan operations Laserpro Highly technical systems analysis, development or design with LaserPro. Banking, financial industry Loan Processor duties: Supports loan operations Monitor, report, and coordinate operational processes. Reviews processes and facilitates internal controls for both production departments and systems, specifically LaserPro. Coordinates the impact of mergers, acquisitions, and divestitures by ensuring that all necessary parts of the project are accurate and complete. Report all loan operations production to ensure regulatory and service level expectations are met. Troubleshoots all system problems and resolves them accordingly. Organizes and analyzes information to make written recommendations on solving gaps between the banks processes to managers.
    $35k-50k yearly est. 60d+ ago
  • Loan Processor

    Yrefy

    Loan specialist job in Phoenix, AZ

    Loan Coordination Specialist Type: Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote, 8 Hour Shift, M-F Pay: $21 - $23 per hour, Bonus Opportunities About us: Yrefy is a dynamic lender that solves the student loan dilemma with unique financial products for borrowers. If you are passionate about people and thrive in a growing environment, we invite you to consider joining our team! We are seeking a dedicated and detail-oriented Loan Processor. This role is essential to providing exceptional internal support service while confirming that all files are accurate and in compliance with company guidelines for a timely funding. A Loan Processor supports the student loan processing and underwriting departments, ensuring efficient and accurate processing of loan applications. They will work to gather necessary documentation, verify information, and coordinate with internal team members involved in the loan process. Loan Processor will be involved in the final funding process. Our ideal candidate should demonstrate an understanding of verifying documentation; possess problem-solving skills; and can work quickly and efficiently in a fast-paced environment. Responsibilities Collect, verify, and manage loan application documents, ensuring accuracy and completeness, and adherence to company guidelines Communicate with team members to address questions; provide updates on loan status; and gather additional information as needed Collaborate with internal teams, such as Underwriters and Processors, to ensure the loan process moves smoothly, while addressing inquiries and resolving issues related to loan processing Maintain accurate records of all transactions and communications related to processing of the loan applications Coordinate the funding process Ensure compliance with all regulations and company guidelines High level administrative support to Underwriting Department Perform other related duties as assigned Education and Experience Associate degree strongly preferred One (1) year experience preferred in loan processing or a similar role within the student financial services industry Experience in underwriting process is a plus, but not mandatory Previous experience in Quality Control and compliance is welcomed, and translates well to this role Proficient with Microsoft Office Suite Required Skills/Abilities Deep communication and interpersonal skills Able to manage multiple tasks and meet deadlines Strong attention to detail and organizational skills are essential for success in this role Physical Requirements Prolonged periods sitting at a desk and working on a computer Must be able to lift 15 pounds at a time Benefits: 100% Employer Paid Medical for Employee AND Whole Family Includes the Mayo Clinic Safe Harbor 401k/ROTH Plan with a 4% Company Match Dental Insurance Vision Insurance Company Paid Term Life Insurance Supplemental Voluntary Life Insurance Company Paid Short-and Long-Term Disability Insurance Voluntary Pet Insurance *Fully Subsidized LifeTime Gym Membership* Tuition Reimbursement Catered Friday Lunches Fully Stocked Kitchens Fun in Office Work Environment Opportunity to Work at a Fast-Growing Company And More!
    $21-23 hourly 60d+ ago
  • Ignite - Junior Loan Officer

    Independence Home Loans 4.5company rating

    Loan specialist job in Scottsdale, AZ

    Full-time Description Start Hungry. Grow Relentless. You don't need decades of experience; you need drive. We're looking for entry-level Loan Officers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse. This is your launchpad. We pay for leads. You bring the ambition. What You'll Do: Connect with warm, qualified leads no cold calling Learn how to assess borrower needs and match them with the right loan product Build your pipeline and manage loan files from start to finish Work closely with senior loan officers, processors, and underwriters Deliver exceptional service while learning the ins and outs of mortgage lending Stay sharp on industry trends, compliance, and best practices What You'll Learn: Loan origination systems and documentation Mortgage products, underwriting guidelines, and regulatory compliance Sales techniques, pipeline management, and client communication How to close deals and build long-term client relationships The mindset and habits of top performers in the industry Requirements What You Bring: A hunger to learn and grow - no mortgage experience required Strong communication skills and a client-first attitude Ability to stay organized and manage multiple tasks Confidence, coachability, and a competitive spirit High school diploma required; college degree preferred Must be willing and able to obtain mortgage licensing (we'll help you get there) Why You'll Love It Here: Paid leads we invest in your success Structured training learn from the best in the business Fast-track growth clear path to senior roles and higher commissions Supportive culture mentorship, collaboration, and celebration Big energy we work hard, win big, and have fun doing it This Is More Than a Job. It's Your Breakthrough. If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now. Apply Today. Let's Build Something Big.
    $29k-37k yearly est. 28d ago
  • Associate Mortgage Specialist

    Goodleap 4.6company rating

    Loan specialist job in Scottsdale, AZ

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $38k-45k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Processor (Equity)

    Loan Depot 4.7company rating

    Loan specialist job in Chandler, AZ

    The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations. Responsibilities: * Collects all conditions up to loan funding after initial handoff from sales * Prepares, validates, communicates, and delivers disclosures * Manage a pipeline of 40-60+ loans at a given time. * Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace * Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail. * Communicate with customer consistently meeting companies SLA's Requirements: * Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred * Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds. * Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required. Why work for #teamloan Depot: * Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage. * Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. * Work with other passionate, purposeful, and customer-centric people. * Extensive internal growth and professional development opportunities including tuition reimbursement. * Comprehensive benefits package including Medical/Dental/Vision. * Wellness program to support both mental and physical health. * Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $38k-48k yearly est. Auto-Apply 6d ago
  • Mortgage Loan Processor; BR 23 - Gilbert; 10.2.2025

    Texana Bank, Inc.

    Loan specialist job in Gilbert, AZ

    Requirements Preferred Skills: Preferably 5 years or more processing conventional, VA and FHA loans. Encompass experience preferred. Requirements: Post TRID knowledge required. Comprehension of direct/indirect lending procedures. In-depth understanding of relevant rules and regulations. Strong organization skills and detail oriented. Excellent communication and sales skills. Texana Bank Mortgage 1698 Keller Rd Suite 100 Dallas, TX 76248
    $38k-54k yearly est. 60d+ ago
  • Mortgage Loan Processor

    Oaktree Funding Corp.-Nonqm Experts

    Loan specialist job in Chandler, AZ

    Join Oaktree Funding as a Mortgage Loan Processor/Account Manager and play a crucial role in our rapidly expanding Operations Team! As an industry leader in Non-QM and Agency lending, Oaktree offers an exciting opportunity for a detail-oriented, customer-focused professional with a passion for pipeline management and loan processing. At Oaktree, we value dedication and reward success. We are seeking motivated individuals who are ready to take their career to the next level and make an impact by delivering exceptional service to our clients: third-party mortgage professionals including Mortgage Brokers, Banks, Loan Originators, and Processors. Why Oaktree Funding? Competitive Compensation: Enjoy a base pay plus a lucrative bonus structure that rewards your hard work. Advanced Support System: Access to cutting-edge technology, dedicated colleagues, and direct collaboration with underwriting and sales teams for efficient and smooth loan processing. Professional Growth: Ongoing training and opportunities to expand your expertise in the mortgage industry. Comprehensive Benefits: 401(k) match, health, dental, and vision insurance, life insurance, paid time off, and employee development programs. Energetic Work Environment: Join a spirited team that values collaboration and a positive work culture. Position Overview: As a Senior Mortgage Loan Processor at Oaktree Funding, you will serve as the key liaison between Underwriters, Business Development Managers, and clients. Your role will focus on managing the loan pipeline, ensuring compliance with company policies, and delivering superior customer service to third-party mortgage professionals. Key Responsibilities: Efficiently manage and process loan applications, from initial setup to closing. Act as a liaison between underwriting, sales teams, and clients to resolve any issues that arise during the loan process. Utilize your expertise to creatively solve problems and ensure loans move smoothly through the pipeline. Collaborate with internal and external teams to deliver exceptional service and meet deadlines. Maintain a comprehensive understanding of lending guidelines and products to provide accurate information to clients. What We're Looking For: A Great Work Ethic and Winning Attitude: Passionate about delivering excellent service and achieving results. Experience: Minimum of 2 years of mortgage loan processing experience (required). Experience in third-party origination is a plus. Communication Skills: Strong interpersonal and customer service skills to interact effectively with team members and clients. Attention to Detail: Ability to manage multiple loan files while ensuring accuracy and compliance with guidelines. Education: High School Diploma required; college coursework preferred. What We Offer: Competitive Compensation: Base pay plus performance-based bonuses. Professional Growth: Ongoing training to enhance your knowledge of the mortgage industry. Supportive Work Environment: Work with a collaborative and dedicated team. Full Benefits Package: 401(k) match, health, dental, and vision insurance, life insurance, employee discounts, and paid time off. Apply Today and Start Your Career Tomorrow! Visit our website at *************************** to learn more and submit your resume. You can also contact our VP - Director of Recruiting, Roland Mills, directly at ************************* for a confidential conversation. Join Oaktree Funding and be a part of a team where your success is our priority.
    $38k-54k yearly est. Easy Apply 13d ago
  • Consumer Direct Junior Loan Officer

    The Federal Savings Bank

    Loan specialist job in Scottsdale, AZ

    Full-time Description The Federal Savings Bank is a dynamic, rapidly growing, and veteran-owned and operated bank. As we continue to grow in the ever-evolving mortgage industry, we are seeking driven, enthusiastic individuals to grow with us as a Consumer Direct Junior Loan Officer for our Scottsdale, AZ sales team. With on-the-job training from our most prosperous and experienced sales professionals, we will provide the tools and resources you need to thrive and succeed in the mortgage industry! What to Expect Execute our best in class training plan to achieve success from day one Utilizing a Five9 dialer to make outbound phone calls to warm leads Support a top producing Senior Vice President with lead generation and follow up Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry! Managing leads in our CRM Provide fantastic customer service to clients Consistently exceed borrower expectations. Always giving "Wow" service! What We Offer As a federally chartered bank with the ability to lend in all 50 states Unlimited access to portfolio loan products and a billion-dollar database Top of the line software with tools and resources to help you succeed Mass texting Opportunity for growth and career advancement Requirements High school diploma or GED required Professionals from the following fields have proven to be highly successful for this role: debt consolidation, insurance sales, time shares, and auto sales As one of the top VA lenders, Veterans are encouraged to apply! Benefits Comprehensive Health, Dental, and Vision insurance plans available which include company paid life insurance and competitive FSAs Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions 401k with partial company match Employee appreciation events and employee recognition Ongoing mentorship from senior team members and banker trainings A true team culture working towards one common goal of helping homebuyers finance their dream home If you are looking for a career in the mortgage industry that offers consistency and stability in compensation, vast opportunities for growth and development, and a team that supports and invests in your professional success, apply today! For more information please contact: REILLY TILLMAN BRUCE, Business Development Partner Phone: ************** Email: ********************************** The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $26k-34k yearly est. Easy Apply 50d ago
  • Mortgage Disclosure Specialist

    CMS Mortgage Solutions Inc.

    Loan specialist job in Litchfield Park, AZ

    Salary: $15-$25 hourly About CMS Mortgage: CMS Mortgage is a dynamic and growing company committed to helping clients navigate the complexities of the mortgage process. We are dedicated to ensuring a smooth and efficient experience for our clients from application to closing. Job Description: We are seeking a meticulous and dedicated Disclosure Specialist to join our team. In this role, you will be responsible for preparing and delivering accurate loan disclosures to our clients. Working with up to 20 different lenders, you will need to ensure that all disclosures comply with applicable laws and regulations and reflect the correct terms of the loan. Responsibilities: Prepare and distribute initial loan disclosures and re-disclosures as required. Collaborate closely with loan officers and processors to obtain the necessary information for accurate and timely disclosures. Maintain a thorough understanding of lender requirements and federal and state regulations pertaining to loan disclosures. Ensure that all disclosures are completed within mandated timelines. Monitor changes in legislation and lender requirements that may affect disclosure procedures. Provide support to loan processing team and assist with resolving any issues related to disclosures. Maintain accurate records and ensure all documentation is stored securely and in compliance with privacy standards. Qualifications: Previous experience in loan processing or disclosure management is highly desirable. Familiarity with loan origination software and tools. Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously. Strong attention to detail and commitment to accuracy. Excellent organizational and communication skills. A proactive approach to problem-solving and the ability to anticipate needs and issues before they arise.
    $15-25 hourly 8d ago
  • Mortgage Closer

    Bell Bank 4.2company rating

    Loan specialist job in Gilbert, AZ

    The Mortgage Closer is responsible for preparing, reviewing, and finalizing mortgage loan closing packages to ensure accuracy, compliance, and timely funding. This role serves as a critical liaison between borrowers, title companies, and internal teams to deliver an exceptional closing experience while adhering to regulatory and institutional standards. Responsibilities Prepare and disclose the initial Closing Disclosure to customers in accordance with TRID regulations. Manage and maintain a pipeline of 50+ loans during peak periods. Accurately prepare closing documents following agency, investor and state/federal guidelines Coordinate with internal partners and title closers to ensure timely and accurate delivery of final Closing Disclosure and loan documents. Verify that all underwriting conditions are satisfied prior to closing. Balance funding wires with title closers to ensure accurate disbursement. Manage and complete files in the pipeline according to company policy. Review and validate closing documents by verifying and entering required information. Maintain a positive and collaborative approach to improve department operations and contribute to team success. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations High school diploma or GED required; associate or bachelor's degree preferred. 2-3 years of experience in mortgage closing. Experience with Encompass or similar mortgage software required. Skills and Knowledge Familiarity with RESPA, TILA, Fair Lending, and state laws. Knowledge of FNMA, FHLMC, FHA and VA guidelines. Strong written and verbal communication skills. Detail-oriented with a strong emphasis on accuracy and compliance. Excellent interpersonal skills and commitment to delivering a positive borrower experience. Ability to work in a fast-paced environment while maintaining composure and accuracy.
    $35k-42k yearly est. 18h ago
  • Bilingual Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in Phoenix, AZ

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! * Pays an average of $45,000, 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. 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.
    $45k yearly 6d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Peoria, AZ?

The average loan specialist in Peoria, AZ earns between $19,000 and $72,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Peoria, AZ

$37,000
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