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Loan specialist jobs in Phoenix, AZ - 149 jobs

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Loan Specialist
Junior Loan Officer
Mortgage Specialist
Mortgage Loan Processor
Resolution Specialist
  • Error Resolution Specialist (claims/banking/administrative)

    Sunrise Systems, Inc. 4.2company rating

    Loan specialist job in Phoenix, AZ

    Error Resolution Specialist Phoenix, AZ 4 Months Will need to be onsite for the first day (Orientation). Position will be remote after the first day. Sometimes our documents can be a mystery and we are looking for people that enjoy solving problems. This position is responsible for reviewing errors, researching and analyzing information to correct tax documents and payments that require further analysis. If you like to work with a great team that collaborates, is hyper-focused on supporting the customer, and solving problems, this role is for you. Responsibilities • This position works independently to Research, Analyze and Validate documents and payments that require a more detailed review. • This position will consult a procedural manual for direction. You will be working with two systems to acquire information or correct inaccurate material and will be performing mathematical calculations, cross-referencing, and researching of system and taxpayer errors; • You will be responsible for accurate and productive work in a deadline driven work setting. Requirements • Knowledge of: Banking credits and debits. Computer skills: Microsoft Word, Excel, Outlook, Google Suites • Skill in: Analyzing and evaluating of claims. Critical thinking. Collaboratively & independently problem solve. Multitasking and attention to detail. Interpersonal relationships. • Ability to: Handle changing priorities to meet required deadlines. Perform mathematical computations. Analyze data and make decisions. Perform tasks with precision and speed. • Working in a production-based environment with high accuracy and deadlines • Computer skills- signing into email and working in multiple applications • Working in an office setting Required Skills : Google Suite, Banking Credits & Debits. Other requirements: working in multiple applications in a production-based environment with standards, goals and deadlines
    $40k-56k yearly est. 2d ago
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  • Resolution Specialist

    Iannarino Fullen Group

    Loan specialist job in Phoenix, AZ

    This position with the State of Arizona is responsible for reviewing errors, researching and analyzing information, and correcting tax documents and payments that require further investigation. We are looking for individuals who enjoy solving problems and unraveling mysteries. Sometimes our documents can be a mystery, and we need curious, detail-oriented professionals to help resolve them. If you enjoy working with a collaborative team that is hyper-focused on supporting customers and finding solutions, this role is for you. Responsibilities: This position works independently to Research, Analyze and Validate documents and payments that require a more detailed review This position will consult a procedural manual for direction. You will be working with two systems to acquire information or correct inaccurate material and will be performing mathematical calculations, cross-referencing, and researching of system and taxpayer errors You will be responsible for accurate and productive work in a deadline driven work setting Required Skills and Knowledge: Banking credits and debits Microsoft Word, Excel, Outlook, Google Suites Analyzing and evaluating claims Critical thinking Collaboratively & independently problem solve Multitasking and attention to detail Interpersonal relationships Handle changing priorities to meet required deadlines Perform mathematical computations Analyze data and make decisions Perform tasks with precision and speed Working in a production-based environment with high accuracy and deadlines Computer skills- signing into email and working in multiple applications Working in an office setting Required Skills (MUST BE INCLUDED ON RESUMES): Google Suite Banking Credits & Debits Working in multiple applications in a production-based environment with standards, goals and deadlines
    $30k-44k yearly est. 2d ago
  • Error Resolution Specialist

    Kelly 4.1company rating

    Loan specialist job in Phoenix, AZ

    Sometimes our documents can be a mystery and we are looking for people that enjoy solving problems. This position is responsible for reviewing errors, researching and analyzing information to correct tax documents and payments that require further analysis. If you like to work with a great team that collaborates, is hyper-focused on supporting the customer, and solving problems, this role is for you. Responsibilities • This position works independently to Research, Analyze and Validate documents and payments that require a more detailed review. • This position will consult a procedural manual for direction. You will be working with two systems to acquire information or correct inaccurate material and will be performing mathematical calculations, cross-referencing, and researching of system and taxpayer errors; • You will be responsible for accurate and productive work in a deadline driven work setting. Requirements • Knowledge of: Banking credits and debits. Computer skills: Microsoft Word, Excel, Outlook, Google Suites • Skill in: Analyzing and evaluating of claims. Critical thinking. Collaboratively & independently problem solve. Multitasking and attention to detail. Interpersonal relationships. • Ability to: Handle changing priorities to meet required deadlines. Perform mathematical computations. Analyze data and make decisions. Perform tasks with precision and speed. • Working in a production-based environment with high accuracy and deadlines • Computer skills- signing into email and working in multiple applications • Working in an office setting Will need to be onsite for the first day (Orientation). Position will be remote after the first day. Required Skills (MUST BE INCLUDED ON RESUMES): Google Suite, Banking Credits & Debits. If the candidate does not have these skills, they will be rejected. Other requirements: working in multiple applications in a production-based environment with standards, goals and deadlines
    $35k-51k yearly est. 2d ago
  • Loan Specialist - Enterprise Fulfillment

    California Bank & Trust 4.4company rating

    Loan specialist job in Mesa, 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. 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 seeking a Loan Specialist to join Zions Bancorporation on our Enterprise Fulfillment team. The Loan Specialist plays a key role in monitoring commercial loan processes, quality control, data integrity and risk mitigation. Responsibilities include a range of tasks essential to the success of the team and organization. The ideal candidate will bring relevant experience, a commitment to excellence, and a passion for contributing to a dynamic work environment. This position offers the opportunity to make a meaningful impact and grow professionally within the company. Responsibilities * Quality control of deal set-up within loan origination system * Error identification and resolution * Post-close research and clean up * Apply standard practices and procedures to solve moderately complex problems. * Communicate with inter-organizational and external clients on routine and non-routine matters. * Ensure compliance with banking processes and procedures. * Provide excellent customer service and maintain strong organizational skills. * Conduct research and audits as needed. * Work in a fast-paced environment, meeting deadlines and completing processes efficiently. * Other duties as assigned. Qualifications * 2+ years of banking or loan processing, documentation, servicing, or other directly related experience. * Proficient knowledge of lending processes, principles, documentation, exceptions, collateral review, covenant review, and loan systems. * Strong interpersonal and communication skills, both verbal and written. * Solid organizational and customer service skills. * Accurate with numeric and verbal aptitudes. * Strong research and audit skills. * Ability to work in a fast-paced environment, complete processes, and meet deadlines. * Proficient with PCs and various word processing, spreadsheet, or related software. * High School diploma or equivalent. A combination of education and experience may meet requirements. Work Location This position is fully in-office and can be based in any of these locations: * Mesa/Phoenix, AZ * San Diego, Los Angeles, CA * Denver, CO * Las Vegas, NV * Midvale, UT * Houston, TX Pay Range: $19 - $38 (Depending on location and experience.) 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.
    $19-38 hourly 3d 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 19d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase & Co 4.8company rating

    Loan specialist job in Tempe, AZ

    JobID: 210694442 JobSchedule: Full time JobShift: : 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 * Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution. * 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. Same Posting Description for Internal and External Candidates
    $80k-111k yearly est. Auto-Apply 3d ago
  • Member Loan Specialist

    Credit Union West 3.6company rating

    Loan specialist job in Phoenix, 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 1d 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
  • Consumer Loan Specialist

    Copper State Credit Union

    Loan specialist job in Phoenix, AZ

    Full-time Description Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 140 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up. As a Consumer Loan Specialist, you will: Demonstrates a highly motivated, positive, out-going, influential informative personality with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales opportunities with members who apply for credit over the phone, on-line, or in person. Interviews members to discuss member's overall financial position and assist in all aspects of the lending process. Looks for opportunities to cross-sell other credit union products and services, makes recommendations to borrowers and if appropriate, referrals to the Mortgage Department. Serves as a trusted advisor to membership by viewing situations from the member's perspective to effectively respond to their needs and concerns, often going beyond the initial need or expressed concern of the member depending on the situation. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration. Consistently meet or exceed established sales goals by overcoming objections by presenting appropriate solutions to fit members' needs and enhance the quality and depth of member relationships and profitability. Ensures all necessary information is obtained on loan applications to permit a proper loan evaluation and decision. Responsible for providing timely and accurate information, responses and communication of decisions to the members and assist Loan Processors when needed in the timely gathering of stipulations assigned by underwriters. Prioritizes work to achieve funding goals and maintain above average closing ratios. To be successful in this role, you will need the following competencies: Technologically Astute - Demonstrate the ability to use technology to effectively and efficiently perform job functions. Results Orientation - Keenly aware of personal, team, departmental and credit union wide goals and be able to prioritize and collaborate with others to achieve success. A Service Focus - Demonstrate an unsurpassed commitment to exceptional member service. Build constructive working relationships characterized by cooperation, collaboration, and mutual respect. Personify CSCU's role as a Trusted Advisor. Initiative - Motivated self-starter who measures self against standards of excellence. Display energy and enthusiasm in approaching the job. Wants to get in on the ground floor and create something from scratch. A bit of an entrepreneurial spirit goes a long way in our environment. Eye for Quality - Take responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accepts and embraces constructive coaching and feedback as needed. Flexibility - The ability to excel in a high stress environment, adapt to changing business needs and work priorities needs is a must. Develop fresh ideas that provide solutions to all types of workplace challenges. Company Overview Join a winning team and a dedicated Credit Union! We have been offering quality financial service to members and their families since 1951. As a credit union, we are a not-for-profit financial cooperative, which means we operate to serve our member-owners. This makes us quite different from other financial institutions. Since 1951, we have focused on building lifetime relationships by continually expanding our products and services while emphasizing financial security, quality, and convenience in an environment that values and respects members, employees, and business partners. Requirements Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred. Professional, well-developed interpersonal skills essential for interviewing loan applicants and projecting a positive image as representative of the Credit Union. Ability to succeed in a high stress environment and is able to meet goals and objectives. Work requires knowledge of consumer loan policy and procedures, credit granting criteria, interest rates and how they are computed, loan products and services, credit bureau reports and scores, credit histories, Mechanical Breakdown protection, Guaranteed Asset Protection (GAP), Debt Cancellation Protection. Knowledge of interviewing skills and techniques also required. Aware of personal, team, departmental and Credit Union goals and is able to prioritize work to achieve funding goals. Technologically Astute - Must demonstrate the ability to use technology to effectively and efficiently perform job functions. Requires judgment to apply broader aspects of established practices to situations, which go beyond clear, concise guidelines. 1 - 3 years of consumer lending and/or sales experience in a credit union or financial institution preferred. Experience in loan interviewing required. Must obtain and maintain in good standing a Nationwide Mortgage Licensing System (NMLS) number to act as a home equity loan originator. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.) Salary Description $19/hour + Incentives
    $19 hourly 60d+ ago
  • Ignite - Junior Loan Officer

    Independence Home Loans LLC 4.5company rating

    Loan specialist job in Scottsdale, AZ

    Job DescriptionDescription: 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. 20d 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 20d ago
  • Entry Level - Junior Loan Officer

    Loan Simple 3.7company rating

    Loan specialist job in Chandler, AZ

    Job description: Launch Your Career in Mortgage Finance with Loan Simple's P.A.T.H. Program Are you ambitious, motivated, and hungry for a career that rewards hustle with six-figure potential? Do you want to help everyday people achieve the American dream of homeownership - while creating your own path to financial freedom and personal growth? If that sounds like you, your future starts here. Welcome to the P.A.T.H. - Your Professional Advancement Training & Honors Program At Loan Simple, we don't just offer jobs - we build careers. Our Junior Loan Officer P.A.T.H. program is a fully paid, hands-on apprenticeship designed to turn high-potential individuals into licensed Loan Officers ready to thrive in one of the most rewarding industries in the country. In just 3-4 months, you'll go from apprentice to licensed professional, supported every step of the way with world-class training, real-world experience, and personalized coaching. What You'll Do: Field sales calls and help future homeowners take their first step Learn the ins and outs of mortgage finance while earning a paycheck Build rapport, ask the right questions, and deliver trusted service Train for your license - we pay for your course and fees Earn promotions and income increases at each milestone Graduate to a full Loan Officer role - with uncapped earning potential What is a Loan Officer? A Loan Officer is a licensed financial expert who helps people secure the ideal home financing based on their needs. You'll learn how to: Understand credit and loan programs Navigate federal and state lending guidelines Offer real solutions that build real wealth for your clients Why Join Loan Simple? Founded in 1997, Loan Simple is a national, forward-thinking mortgage lender built to grow - and help you grow with us. We combine the energy of a high-performance sales culture with deep expertise, exceptional tech, and unwavering support. The Perks: Paid training and licensing (we cover all costs) Coaching, mentorship, and skill workshops Amazing culture and high-performance team environment Career advancement from day one Medical, dental, vision, 401K, FSA Growth. Leadership. Legacy-building. What You Bring: Sales or customer service experience (retail, hospitality, service industry, etc.) Competitive spirit and relentless drive to succeed A self-starter mindset and hunger to learn Strong communicator and team player Integrity and work ethic above all Ask Yourself: Are you ready to launch your career? If the answer is yes-don't wait. We're growing fast, and spots are limited.
    $31k-42k yearly est. 44d ago
  • Associate Mortgage Specialist

    Goodleap 4.6company rating

    Loan specialist job in Scottsdale, AZ

    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! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $38k-45k yearly est. 60d+ 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 60d+ ago
  • Jr. Mortgage Loan Processor; BR 23; 12.19.2025

    Texana Bank, Inc.

    Loan specialist job in Gilbert, AZ

    Requirements Key Responsibilities Collect, review, and organize borrower documents for loan processing Input and update loan file information into the loan origination system Perform preliminary document reviews to ensure completeness and compliance Follow up with loan officers, clients, and third parties to obtain missing documentation Assist in preparing files for underwriting submission Communicate with internal departments to support loan progression and timely closings Monitor pipeline reports and timelines to maintain workflow efficiency Maintain detailed records and support audit-readiness of loan files Adhere to company policies and industry regulations during document handling and communication Support senior processors and branch staff with other administrative tasks as needed Required Qualifications: High school diploma or equivalent; college coursework in business or finance preferred Less than two years of experience in mortgage loan processing or related financial services Strong attention to detail and organizational skills Effective written and verbal communication abilities Basic understanding of loan documentation and mortgage terminology Proficiency with Microsoft Office and willingness to learn loan origination systems Equal Opportunity Statement: Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law. Texana Bank Mortgage 1680 Keller Parkway Keller, Texas 76248
    $38k-54k yearly est. 11d 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 22d ago
  • 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 20d 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 18d 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. 43d ago

Learn more about loan specialist jobs

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

The average loan specialist in Phoenix, 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 Phoenix, AZ

$37,000

What are the biggest employers of Loan Specialists in Phoenix, AZ?

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