Loan specialist jobs in Pinellas Park, FL - 88 jobs
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Loan Specialist
Mortgage Loan Processor
Loan Closer
Loan Officer
Loan Servicing Specialist
Loan Administrator
Loan Processor
Consumer Loan Officer
Senior Construction Loan Administrator
Adecco 4.3
Loan specialist job in Tampa, FL
Construction Loan AdministratorLocation: Onsite-Tampa, FL Compensation: $65k-$80k DOE Benefits: Comprehensive health (medical, dental, vision), life insurance, 401(k) with company match, and more. Employment Type: Full-Time
We are seeking a Construction Loan Administrator to manage and service commercial construction loans for multifamily rental communities and commercial real estate developments. This role is ideal for detail-oriented professionals who enjoy working with loan documents, draw submissions, and construction project oversight.
Key Responsibilities
• Review and interpret commercial loan agreements to ensure compliance with funding terms
• Analyze and approve draw requests, including AIA G702 Applications and G703 Continuation Sheets, for construction or rehabilitation projects
• Examine contracts, invoices, and supporting documentation submitted for funding approval
• Maintain accurate, organized construction loan files in line with company policies
• Review construction inspection reports and ensure compliance with project milestones
• Confirm commercial title insurance updates to ensure properties are free of liens or encumbrances
• Communicate effectively with staff, clients, and project stakeholders
• Adhere to deadlines and timelines established by clients and internal workflows
Required Skills & Qualifications
• 1-5 years of experience in construction loan administration, construction accounting, or related field
• Bachelor's degree in business, finance, accounting, or equivalent experience
• Knowledge of commercial loan documentation and construction accounting practices
• Familiarity with Davis-Bacon and Section 3 compliance is a plus
• Strong analytical, problem-solving, and organizational skills
• Ability to work independently, meet deadlines, and adapt to changing priorities
• Proficiency in Microsoft Excel, Word, and Outlook
• Excellent verbal and written communication skills
Professional Expectations
• Demonstrates accuracy, professionalism, and consistency in all work tasks
• Participates actively as a team member and assists others when needed
• Communicates courteously and effectively with colleagues and clients
• Maintains high quality and integrity in departmental services
• Supports a positive workplace culture aligned with company vision, mission, and goals
If you meet the above qualifications and would like to apply for this position, please click APPLY NOW and upload your most current resume or you may email your resume to our recruiter, Heather Murphy at ...@adeccona.com. Please include "Loan Admin" on the subject line of any e-mail. Be sure to include your contact number.
Questions regarding this position can be addressed by emailing. Thank you in advance for applying, however, only qualified candidates will be contacted.
The Adecco Group is a Fortune Global 500 company and the global leader in Human Resource Solutions. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your Professional Career. For great opportunities near you, go to ***************** today! Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit The Company will consider qualified applicants with arrest and conviction records.
Pay Details: $65,000.00 to $80,000.00 per year
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$65k-80k yearly 5d ago
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Mortgage Loan Processor
Insight Global
Loan specialist job in Tampa, FL
This candidate will be responsible for the entire end-to-end mortgage loan process. They will gather and process all loan documentation and ensure compliance with policy, regulatory, and loan terms.
Responsibilities
Review each loan file to verify that documents are present, accurate, and complete before underwriting
Manage loan process through mortgage software system
Ensure that loan rules, obligations, and deadlines are met
Audit and prepare quality files that meet closing objectives
Obtain mortgage loan documentation for clients
Required Skills & Experience
- Mortgage Experience
- Review and validate loan documents
- General understanding of applicable Federal, State and Local regulations
Nice to Have Skills & Experience
- Encompass Experience
- Proficient with FHA, VA, and USDA Loans
Insight Global is looking to hire Loan Processors and Loan Closers to work for a large mortgage client in Plano, TX, Phoenix, AZ, Moorpark, CA and Tampa, FL. All positions are onsite Monday- Friday.
20.00-26.00/hr
$37k-53k yearly est. 4d ago
Loan Officer
Cornerstone Capital Bank 3.3
Loan specialist job in Tampa, FL
Who we are:
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
What we are looking for:
We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring energy and expertise to every transaction, and you're motivated by helping people achieve homeownership while building a thriving business of your own.
What you'll do:
You'll be the trusted guide clients and referral partners count on throughout the entire mortgage journey. That means building genuine relationships, understanding what matters most to each borrower, and helping them navigate their options with confidence and clarity. You'll manage every detail from application to closing, set clear expectations, and deliver an exceptional experience at every step. And because this industry never stops evolving, you'll stay sharp on market trends, product updates, and compliance requirements so you're always bringing your best.
What You'll Bring:
Success here comes down to three things: heart, hustle, and a commitment to doing right by people. Here's what that looks like:
Minimum of 2 years of consecutive, recent experience in mortgage loan origination with demonstrated knowledge of the complete loan lifecycle
Active Mortgage Loan Originator (MLO) license in good standing with the NMLS for applicable state(s), or the ability to obtain licensing within 60 days of hire
Proven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals
Ability to manage a consistent loan pipeline effectively
Strong analytical capabilities to interpret complex financial data and guide sound lending decisions
Exceptional communication and relationship management skills that build trust and loyalty
Advanced organizational abilities and strategic problem-solving approach
A positive, proactive attitude and a genuine passion for helping others win
What We Offer:
Competitive compensation structure that rewards your production
Comprehensive benefits including medical, dental, vision, and 401(k)
Industry-leading support
Access to hundreds of loan products through dozens of investor sources
Award-winning workplace culture recognized for work-life balance and employee satisfaction
Joint venture opportunities for growth in the builder channel
What to do Next:
If you're reading this and thinking "this is exactly the kind of company I want to build my career with," don't wait. Apply now and let's start a conversation about your future at Cornerstone. We're building something special here, and we're looking for professionals who are ready to grow with us for the long term.
Once you join Cornerstone, we invest in you as a valued member of our team. Our team members will tell you there's something different about working here: a culture of genuine support, innovation, and shared purpose that you'll experience from day one.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$33k-54k yearly est. 2d ago
Loan Servicing Specialist
Bayfirst National Bank
Loan specialist job in Saint Petersburg, FL
BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.
Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.
Responsibilities include but are not limited to:
The Loan Servicing Specialist is responsible for the maintenance of consumer, residential, and commercial loans. Duties include processing customer one-time ACH payment requests, responding to customer phone and email inquiries, monitoring delinquent taxes, and following up on ticklers associated with loans. The position will interact with customers, branch staff, loan officers, underwriters, loan processors, and insurance companies on a regular basis.
Essential Duties and Responsibilities:
Perform loan maintenance to include address changes, setting up automatic payments, and updating ticklers.
Process loan modifications, including deferrals and forbearances.
Respond to customer inquiries regarding their loans, including balances, payoff requests, and payment amounts.
Update loan accounts by request from loan officers and special assets.
Qualifications:
High school diploma or GED equivalent required.
Minimum of six (6) months of clerical or data entry experience in an office setting required.
Ability to communicate effectively with all internal business partners and external customers.
Strong organizational and time management skills and the ability to perform independently in setting objectives and determining how to proceed.
Intermediate understanding of commercial and consumer loan structures.
Ability to research moderately complex issues.
Working knowledge of federal and state compliance laws and regulations including a proven ability to apply these requirements to business practices and systems.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$78k-305k yearly est. Auto-Apply 8d ago
Loan Servicing Specialist
Bayfirst Financial Corp
Loan specialist job in Saint Petersburg, FL
BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.
Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.
Responsibilities include but are not limited to:
The Loan Servicing Specialist is responsible for the maintenance of consumer, residential, and commercial loans. Duties include processing customer one-time ACH payment requests, responding to customer phone and email inquiries, monitoring delinquent taxes, and following up on ticklers associated with loans. The position will interact with customers, branch staff, loan officers, underwriters, loan processors, and insurance companies on a regular basis.
Essential Duties and Responsibilities:
* Perform loan maintenance to include address changes, setting up automatic payments, and updating ticklers.
* Process loan modifications, including deferrals and forbearances.
* Respond to customer inquiries regarding their loans, including balances, payoff requests, and payment amounts.
* Update loan accounts by request from loan officers and special assets.
Qualifications:
* High school diploma or GED equivalent required.
* Minimum of six (6) months of clerical or data entry experience in an office setting required.
* Ability to communicate effectively with all internal business partners and external customers.
* Strong organizational and time management skills and the ability to perform independently in setting objectives and determining how to proceed.
* Intermediate understanding of commercial and consumer loan structures.
* Ability to research moderately complex issues.
* Working knowledge of federal and state compliance laws and regulations including a proven ability to apply these requirements to business practices and systems.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$78k-305k yearly est. 8d ago
Loan Servicing Specialist
Rialto Capital 4.5
Loan specialist job in Tampa, FL
KEY RESPONSIBILITIES:
Ensure all cash, and shadow cash is posted to the loan record within all timeliness and accuracy standards.
Review and process invoices
Order and process the ordering of collateral documents.
Review restructure documents and checklist(s) and ensure that all modified loan terms are complete, accurate and consistent with servicing policies.
Ensure the system of record reconciles to the outstanding indebtedness for all loan types.
Demonstrate in depth understanding of the system of record to include but not limited to; capitalizations, deferments, waivers, payments in kind, consolidations, rate changes, default date / rate changes, due date changes, and expense reallocations.
Reconcile clearing and custodial bank account activity where necessary.
Display a strong sense of urgency regarding clearing applicable unapplied amounts from loan level suspense.
Work closely with Asset Managers, Bankruptcy department, and Billing to research and resolve any discrepancies with the loan documents or system of record.
Send clear and concise communications to all stakeholders detailing the nature of all changes in loan terms, and cash application.
Ensure applicable documents are uploaded to the system of record as necessary.
Resolve complex loan issues, ensuring the system of record reflects the loan terms per the applicable loan documents.
Promptly comply with all audit requests related to the reconciliation of the system of record to the applicable loan documents.
Process incoming invoices for prompt approval and payment
Process non transfer request for a timely review and response.
SPECIFICATIONS:
Associate degree in business management or real estate is preferred or equivalent work experience.
2 years of experience with mortgage servicing, cash processing and relevant industry practices
Commercial mortgage servicing related experience is strongly preferred.
Experience reviewing and analyzing commercial loan documents; specifically, waterfall for payment application.
Demonstrated analytical and problem-solving skills.
Commitment to professional and personal excellence/achievement
Ability to work independently in a multi-tasking environment.
Ability to work flexible hours based on daily production.
Mandatory month end attendance
Strong team player
Excellent written and verbal communication and interpersonal skills.
Strong attention to details
Excellent PC skills, including word processing & spreadsheet applications.
Evening and weekend work is at times required.
While performing the duties of this job, the Associate is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop. The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be necessary to meet deadlines.
This description outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties.
Rialto Capital is committed to the principles of Equal Employment Opportunity. Our policy is to provide equal employment opportunity to all applicants and Associates without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age (40+), disability, veteran status, genetic information (including family medical history), or any other legally protected status.
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees.
To learn more about E-Verify, including your rights and responsibilities please visit: e-verify.gov.
$42k-140k yearly est. Auto-Apply 60d+ ago
Home Loan Specialist III
Pennymac 4.7
Loan specialist job in Tampa, FL
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home LoanSpecialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home LoanSpecialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home LoanSpecialist will: Perform complex data and document validation Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite processing and/or issue resolution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations A thorough understanding W-2 earners and of cash flow practices for analyzing complex tax returns including, but not limited to, partnerships, corporations, S-corporations, as well as, treatment of capital gains and trust income.
Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $45,000 - $66,000 Work Model OFFICE
$45k-66k yearly Auto-Apply 36d ago
Consumer Lending Loan Officer
Usf Fed Cred Union
Loan specialist job in Temple Terrace, FL
When joining USF Federal Credit Union, you can expect to work for a company that:
Strives to be the most influential partner in our Members' financial journey.
Has been recognized with awards such as the “Sterling Governor's Award for Excellence” and League of Southern Credit Unions & Affiliates “Credit Union of the Year”.
Has a culture of engagement, growth, process improvement and community volunteerism.
What's in it for you:
Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts
4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off.
Medical, Dental and vision plans with FSA option. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered).
100% Credit Union Paid Short-Term and Long-Term Disability and Life Insurance
Employee Assistance Program
Undergraduate and Graduate Tuition Reimbursement
In-depth New Employee Orientation showcasing Credit Union Values and Vision
A Think Big culture dedicated to performance excellence and continual growth
Position Summary:
Responsible for assisting members with their consumer lending needs; analyzes loan requests and makes decision recommendations based on established credit union lending standards, procedures, and regulations. Prepares the loan file for underwriting by interviewing applicants, reviewing credit reports, application data and collateral, if applicable, and providing a recommendation to approve, counteroffer or deny loan requests. Regularly communicates by telephone, email or in-person with members, automobile dealers and others to expedite the loan application process. Responsible for meeting production and service level agreements outlined in monthly scorecards and reviewed during one-on-ones. Cross sells additional credit union and ancillary products to meet member needs. Maintains a positive attitude and conducts business in a professional manner while abiding by the credit union core values. Assures that all members, employees and visitors are treated with consideration and respect.
Essential Functions & Additional Responsibilities
Interviews loan applicants to identify information concerning their loan needs, earnings, and financial condition. Assist applicants with application process when necessary.
Reviews and analyzes credit report and application data to determine the degree of risk involved in extending credit or lending money. Recommend loan decisions based on information present
Reviews the terms and conditions of an approved loan with the member.
Communicate effectively with members and business partners to ensure timely processing of application.
Reviews application and supporting documentation for completeness and accuracy prior to submitting for signatures from applicant.
Provides prefunding audit for completeness of peers' loan files.
Identifies referral and cross-sell opportunities for additional credit union products/services as well as ancillary products while delivering value proposition of financing with the credit union.
Assist Mortgage department with applications, inbound calls, and miscellaneous admin functions as needed
Keeps informed of current trends in consumer credit and regulations as well as updates to credit union lending guidelines, processes and procedures.
Participate in department meetings, job-specific training as well as sales development activities.
Performs other job-related duties as assigned.
Reports to:
Consumer Lending Sales Manager
Required Education and Experience:
A high school diploma or G.E.D.
One (1) or more years of lending experience in a financial institution required. Underwriting experience helpful.
Minimum of one (1) year of sales and customer/member service experience
Experience in residential mortgage lending
Additional Skills:
Excellent sales and service skills with the ability to quickly gain rapport and build relationships with members.
Experience with Microsoft Word, Power Point, Excel, Outlook, Symitar, and Docusign.
Strong verbal and written communication skills. Bilingual preferred.
Must demonstrate a 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.
Work Environment:
Hybrid Environment - One day a week in-office
Physical Requirements:
Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10lbs of force occasionally to life, carry, push, pull, or move objects.
Position Type/Expected Hours of Work:
Full-Time/40 hours per week
Classification:
Non-Exempt
Other Duties:
Please note this job description is not a comprehensive list of activities, duties or responsibilities that are required in this position. Duties, responsibilities and activities may change at any time with or without notice.
About Us:
For 65 years, USF FCU has experienced rapid growth and is dedicated to delivering financial solutions to improve our members' lives. Our success is thrilling, but our core values of excellence, passion, innovation, community, and collaboration mean our relationships with our members and our employees will always be our top priority! We have grown to over 73,000 members and $1.1 billion in assets, robust online and mobile banking, 9 branch locations and thousands of shared branches and fee-free ATMs nationwide.
Our vision is to be the most influential partner in each member's financial journey.
Our mission is to deliver financial solutions to improve members' lives.
$69k-95k yearly est. Auto-Apply 9d ago
Mortgage Loan Processor
Collabera 4.5
Loan specialist job in Tampa, FL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Contract Duration: 6 months
Pay rate: $15/hr
Production Specialist II:
Review or research loan files through internal system to attempt to locate loan file. Must have the ability to handle complex files and effectively prevent escalations. Ability to work in a fast paced environment and meet deadlines and work standards. Ability to be dynamic in role, and shift priorities
Qualifications
2 years + experience with mortgage documents required
Mortgage servicing or origination knowledge required
Intermediate proficiency with MS Word, MS Excel and MS Outlook
Will take assessment for MS Excel
Must be detailed oriented
Research and analytical skills a must
Flexibility to adapt to process changes
Self-motivated and able to work independently with minimum supervision.
Capacity to work in a team-oriented environment
Have the ability to think creatively outside the box, and
Must be able to lift up to 35 pounds
Have the ability to demonstrate strong process, guidelines, and product knowledge. Assist with customer escalations and related issues.
Job might require some clerical functions i.e. scanning, filing, data entry, sorting etc.
Must be able to work in a tight, confined and secured area as contractor may be required to file and pull documents located in the vault
Have proven track record of great attendance - Short Term Project (NO TIME OFF REQUESTS)
DESIRED SKILLS:
Loan file reviews
Effective listening, comprehension, and negotiation skills
SHIFT: Monday - Friday; 8:00 AM - 5:00 PM (MUST be flexible to work OT after hours M-F and Saturday between 7:00 AM - 12:00 PM)
ATTENDANCE: NO VACATION - NEEDS VERIFIED AND AGREEMENT THEY WON'T TAKE OR ASK
Additional Information
If you are interested, please reach out to me:
Laidiza Gumera
************
*******************************
$15 hourly Easy Apply 2d ago
Commercial Loan Closer
Suncoast Schools Federal Credit Union 4.2
Loan specialist job in Tampa, FL
Compensation: $26.50 - $36.00 hourly based on experience and credentials Position Type: Full Time Schedule: Monday through Friday 8:00 AM - 5:00 PM Training Schedule: 90 days, fully onsite
The Commercial Loan Closer works with business lenders, business members, and the legal department to effectuate the documentation, closing, and booking of business loans such as automobiles, equipment, and lines of credit. This individual strives to meet the financing needs of the member while meeting established deadlines.
Responsibilities
* Prepares loan and collateral documentation for various loan types and structures including lines of credit, term loans, commercial mortgages, construction loans, and equipment loans.
* Prepares term sheets and/or loan commitment letters for approved business loans.
* Analyzes loan transactions and works with legal counsel to assist with preparing legal documents required to close business loans. Ensures loans are documented and closed according to the credit approval.
* Performs appropriate due diligence tasks and ensures conditions precedents are met prior to closing and funding a loan or making future advances on business loans.
* Collaborates with internal and external counsel, title companies, and the Accounting Department to meet funding and wiring requirements for closings on commercial loans.
* Manages and clears post-closing legal documentation exceptions in compliance with Suncoast Credit Union policy.
* Prepares loan satisfactions and records the same with government entities.
* Assists business members with questions related to their business loans and acts as a liaison for them with business lenders and internal and outside legal counsel. Assists service center staff with business lending questions.
* Monitors construction projects throughout their draw period.
* Prepares loan files to be scanned and indexed.
* Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee's role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.
Qualifications
* Bachelor's degree in business administration, legal studies, or a related field. (A compatible combination of work experience and training may be substituted for education requirements.)
* Previous experience in a commercial lending environment desired.
* Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to analyze and resolve routine problems and situations.
* Basic knowledge and understanding of Credit Union products, services, policies, and procedures pertinent to the job.
* Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
* Basic knowledge and understanding of all Credit Union computer systems and software applications required to perform job duties.
* Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to explain fact, policies, and practices.
* Work is closely supervised.
Benefits
* Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
* Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
* Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
* Community Involvement: Paid Volunteer Hours
* Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at ************************************************
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at ****************************************
Responsibilities
* Prepares loan and collateral documentation for various loan types and structures including lines of credit, term loans, commercial mortgages, construction loans, and equipment loans.
* Prepares term sheets and/or loan commitment letters for approved business loans.
* Analyzes loan transactions and works with legal counsel to assist with preparing legal documents required to close business loans. Ensures loans are documented and closed according to the credit approval.
* Performs appropriate due diligence tasks and ensures conditions precedents are met prior to closing and funding a loan or making future advances on business loans.
* Collaborates with internal and external counsel, title companies, and the Accounting Department to meet funding and wiring requirements for closings on commercial loans.
* Manages and clears post-closing legal documentation exceptions in compliance with Suncoast Credit Union policy.
* Prepares loan satisfactions and records the same with government entities.
* Assists business members with questions related to their business loans and acts as a liaison for them with business lenders and internal and outside legal counsel. Assists service center staff with business lending questions.
* Monitors construction projects throughout their draw period.
* Prepares loan files to be scanned and indexed.
* Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee's role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.
Qualifications
* Bachelor's degree in business administration, legal studies, or a related field. (A compatible combination of work experience and training may be substituted for education requirements.)
* Previous experience in a commercial lending environment desired.
* Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to analyze and resolve routine problems and situations.
* Basic knowledge and understanding of Credit Union products, services, policies, and procedures pertinent to the job.
* Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
* Basic knowledge and understanding of all Credit Union computer systems and software applications required to perform job duties.
* Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to explain fact, policies, and practices.
* Work is closely supervised.
Benefits
* Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
* Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
* Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
* Community Involvement: Paid Volunteer Hours
* Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at ************************************************
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at ****************************************
$26.5-36 hourly Auto-Apply 6d ago
Loan Officer Outside Sales
Primary Residential Careers 4.7
Loan specialist job in Seminole, FL
- Responsibilities/Duties/Functions/Tasks
The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts.
Originates their own sales by contacting prospective clients,
· Develops and maintains referral sources,
· Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans,
· Meets with prospective clients at locations other than PRMI's offices, e.g., client's home or other locations,
· Meets with clients in person to sell mortgage loan products/packages,
· Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts,
· Obtains credit information and necessary documentation for application process,
· In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads,
· Engages in marketing and promotional activities in support of their own sales,
· Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc.
· Develops solid PRMI product knowledge and offers clients the best mortgage products to match client needs
· Reviews application information, requesting specific supporting documentation as needed/required based on loan investor guidelines
· Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions
· Carries out major assignments affecting business operations of the employer or the employer's customers through:
collecting and analyzing information regarding the customer's income, assets, investments, or debts
analyzing applicant data, credit and collateral property value
determining which financial products best meet the customer's needs and financial circumstances
providing advice to the customer regarding the advantages and disadvantages of available financial products
marketing, servicing, or promoting the employer's financial products
· Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries
· Provides origination services in the state of licensure
· Creates and maintains excellent business relationships with referral client base, creating new mortgage lending opportunities
· Corresponds, communicates, and coordinates with clients, in-house support staff, and external service providers to facilitate timely closings
Qualifications
· Sales experience in the mortgage industry is preferred
· Familiarity with mortgage processes, procedures, rules, regulations, and compliance
· Exceptional customer service skills with a strong attention to detail
· Excellent written and verbal communication skills
· Strong computer skills to include a working knowledge of MS Office
· Ability to comprehend and analyze financial information
· Ability to effectively communicate and present complex financial information while fielding and responding to questions from applicants, support staff, and management
· Established contact and referral list within the real estate and mortgage industries preferred
· Ability to pass a required background check
Company Conformance Statement
In the performance of assigned tasks and duties all employees are expected to conform to the following:
Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with PRMI values.
Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
Realize team synergies through networking and partnerships across PRMI.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.
Maintain eligibility for FLSA classification as Outside Sales Exempt, and complete the bi-annual certification process
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
$33k-52k yearly est. 60d+ ago
Mortgage Loan Processor
Klassic Recruitng
Loan specialist job in Tampa, FL
ESSENTIAL DUTIES and RESPONSIBILITIES: Process residential mortgage loans (Conventional, FHA, VA, Refinance) in a high volume environment and meeting all necessary guidelines. Obtain and review required loan documentation and submits complete loan packages to underwriting for approval.
Manages a pipeline of loans and consistent process flow.
Provides excellent customer service by effectively communicating and cooperating with all internal and external customers.
Obtains and verifies that all underwriting conditions are received and cleared by the underwriter and prepares the file for submission to the Closing Department.
Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and the mortgage industry. Understands and applies local, state and federal regulations related to processing mortgage loans.
Qualifications
PREFERRED QUALIFICATIONS AND EXPERIENCE:
3-5 Years loan processing experience
Experience processing Conventional, FHA and VA loans
Proficient in Microsoft Office, Word, Excel, Outlook and Encompass
Excellent communication skills
Ability to work in a fast-paced fluid environment
High level of integrity and confidentiality required
BENEFITS:
Salary plus bonuses.
Medical, Vision and Dental
401K
Paid Vacation/Sick time
*This is NOT a remote job!
Job Type: Full-time
Required experience:
Encompass: 3 years
Loan Processing: 3 years
Mortgage: 3 years
Additional Information
All your information will be kept confidential according to EEO guidelines.
$37k-53k yearly est. 2d ago
Mortgage Loan PRocessor
Njtech
Loan specialist job in Tampa, FL
Reviews the loan application submitted and structures the loan to accommodate the Automated Underwriting findings and/or customer's needs.
May be responsible for preparing application package to be sent to the member within regulatory required time frames. When responsible, submitting all or a portion of packages to underwriting prior to delivery with ongoing improvement in underwriting submissions.
Orders and tracks all required documentation to assure processing timeframes are being met and updates system, calendars and front of loan file with status.
Works with the customer, client and closing agent to resolve questions and/or problems immediately upon inquiry or receipt of documentation from the customer.
Provides excellent customer service to internal and external clients. Ensures customer service surveys are maintained to client's minimum score.
Submits fully processed files through automated underwriting system and submits to Underwriting Department for decision if required. Resolves issues and shows ongoing improvement in reducing isssues identified by Underwriter.
Verifies product, rate and point structure according to client specifications.
Prepares, ensures the accuracy and timely delivery of commitment letters. Rediscloses ensuring accuracy and timely delivery as needed.
Reviews appraisals, titles, and purchase and sales contracts as received, submits them to u/w if necessary, makes all required calls, system updates and orders any addendums required related to the review.
If client specifications require; Track all required documentation to assure processing timeframes are being met and updates system with statuses.
If client specifications require; Reviews loan for clear to close items and confirms the file is being submitted to the closing department accurately.
Clears all underwriting conditions working with customer and outside vendors.
Assures loans are moved to the appropirate stages and documents are delivered to the Closing Department within client's required time frames excluding delays outside of ISGN's control.
Completes customer member feedback calls on service provided to ensure that our service is to the clients requirements.
·Reviews and monitors pipeline reports on a daily and weekly basis, acting accordingly.
*Must be able to meet established minimum daily expectations for this position.
This position may require frequent over time, at times on a daily basis; must be available to work additional hours on short notice as determined by management to meet client service level agreements
Performs other related duties as assigned or directed
$37k-53k yearly est. 60d+ ago
Senior Construction Loan Administrator
Adecco 4.3
Loan specialist job in Land O Lakes, FL
Construction Loan AdministratorLocation: Onsite-Tampa, FL Compensation: $65k-$80k DOE Benefits: Comprehensive health (medical, dental, vision), life insurance, 401(k) with company match, and more. Employment Type: Full-Time
We are seeking a Construction Loan Administrator to manage and service commercial construction loans for multifamily rental communities and commercial real estate developments. This role is ideal for detail-oriented professionals who enjoy working with loan documents, draw submissions, and construction project oversight.
Key Responsibilities
• Review and interpret commercial loan agreements to ensure compliance with funding terms
• Analyze and approve draw requests, including AIA G702 Applications and G703 Continuation Sheets, for construction or rehabilitation projects
• Examine contracts, invoices, and supporting documentation submitted for funding approval
• Maintain accurate, organized construction loan files in line with company policies
• Review construction inspection reports and ensure compliance with project milestones
• Confirm commercial title insurance updates to ensure properties are free of liens or encumbrances
• Communicate effectively with staff, clients, and project stakeholders
• Adhere to deadlines and timelines established by clients and internal workflows
Required Skills & Qualifications
• 1-5 years of experience in construction loan administration, construction accounting, or related field
• Bachelor's degree in business, finance, accounting, or equivalent experience
• Knowledge of commercial loan documentation and construction accounting practices
• Familiarity with Davis-Bacon and Section 3 compliance is a plus
• Strong analytical, problem-solving, and organizational skills
• Ability to work independently, meet deadlines, and adapt to changing priorities
• Proficiency in Microsoft Excel, Word, and Outlook
• Excellent verbal and written communication skills
Professional Expectations
• Demonstrates accuracy, professionalism, and consistency in all work tasks
• Participates actively as a team member and assists others when needed
• Communicates courteously and effectively with colleagues and clients
• Maintains high quality and integrity in departmental services
• Supports a positive workplace culture aligned with company vision, mission, and goals
If you meet the above qualifications and would like to apply for this position, please click APPLY NOW and upload your most current resume or you may email your resume to our recruiter, Heather Murphy at ...@adeccona.com. Please include "Loan Admin" on the subject line of any e-mail. Be sure to include your contact number.
Questions regarding this position can be addressed by emailing. Thank you in advance for applying, however, only qualified candidates will be contacted.
The Adecco Group is a Fortune Global 500 company and the global leader in Human Resource Solutions. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your Professional Career. For great opportunities near you, go to ***************** today! Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit The Company will consider qualified applicants with arrest and conviction records.
Pay Details: $65,000.00 to $80,000.00 per year
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$65k-80k yearly 5d ago
Home Loan Specialist I
Pennymac 4.7
Loan specialist job in Tampa, FL
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home LoanSpecialist is an entry level role supporting various Channels.
As the Home LoanSpecialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home LoanSpecialist will: Perform routine data entry and validation tasks Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc.
) Review and validate loan documents Handle routine calls, emails and/or chat responses Monitor work queues and intervening as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $39,000 - $55,000 Work Model OFFICE
$39k-55k yearly Auto-Apply 40d ago
Mortgage Loan Processor
Collabera 4.5
Loan specialist job in Tampa, FL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Contract Duration: 6 months
Pay rate: $15/hr
Production Specialist II:
Review or research loan files through internal system to attempt to locate loan file. Must have the ability to handle complex files and effectively prevent escalations. Ability to work in a fast paced environment and meet deadlines and work standards. Ability to be dynamic in role, and shift priorities
Qualifications
2 years + experience with mortgage documents required
Mortgage servicing or origination knowledge required
Intermediate proficiency with MS Word, MS Excel and MS Outlook
Will take assessment for MS Excel
Must be detailed oriented
Research and analytical skills a must
Flexibility to adapt to process changes
Self-motivated and able to work independently with minimum supervision.
Capacity to work in a team-oriented environment
Have the ability to think creatively outside the box, and
Must be able to lift up to 35 pounds
Have the ability to demonstrate strong process, guidelines, and product knowledge. Assist with customer escalations and related issues.
Job might require some clerical functions i.e. scanning, filing, data entry, sorting etc.
Must be able to work in a tight, confined and secured area as contractor may be required to file and pull documents located in the vault
Have proven track record of great attendance - Short Term Project (NO TIME OFF REQUESTS)
DESIRED SKILLS:
Loan file reviews
Effective listening, comprehension, and negotiation skills
SHIFT: Monday - Friday; 8:00 AM - 5:00 PM (MUST be flexible to work OT after hours M-F and Saturday between 7:00 AM - 12:00 PM)
ATTENDANCE: NO VACATION - NEEDS VERIFIED AND AGREEMENT THEY WON'T TAKE OR ASK
Additional Information
If you are interested, please reach out to me:
Laidiza Gumera
************
*******************************
$15 hourly Easy Apply 60d+ ago
Indirect Loan Processor
Usf Fed Cred Union
Loan specialist job in Temple Terrace, FL
When joining USF Federal Credit Union, you can expect to work for a company that:
Strives to be the most influential partner in our Members' financial journey.
Has been recognized with awards such as the
Sterling Governor's Award for Excellence
and League of Southern Credit Unions & Affiliates
Credit Union of the Year.
Has a culture of engagement, growth, process improvement and community volunteerism.
Received the
Top Places to Work
award for 2024 in Financial Industries.
What's in it for you:
Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts
4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off.
Medical, Dental and vision plans with FSA option. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered).
100% Credit Union Paid Short-Term and Long-Term Disability and Life Insurance
Employee Assistance Program
Undergraduate and Graduate Tuition Reimbursement
In-depth New Employee Orientation showcasing Credit Union Values and Vision
A Think Big culture dedicated to performance excellence and continual growth
Position Summary
Responsible for timely and accurate processing and funding of indirect consumer loans within the applicable loan origination system. Works directly with dealership to verify all loan documents are received and accurate. Establishes new accounts and funds completed loans to the membership account. Prepares and sends loan packets for scanning and retention. Prepares and sends welcome packets with applicable loan information, as well as reaches out to onboard new members to the Credit Union. Maintains select department reports as directed by management. Balances month-end Accounting GL's related to Indirect Lending. Develops, maintains, and demonstrates a working knowledge of credit union loan standards, policies, procedures and applicable state and federal government rules and regulations.
Essential Functions Include:
Responsible for processing and funding indirect consumer loans. Ensures all documentation is received and accurate. Verifies proof of income, employment and other applicant information as needed. Communicates any dealer quality control or potential fraud concerns to lending management.
Maintains strong rapport with dealers, working directly with them when loan packet items are missing or inaccurate.
Respond to incoming dealership inquiries on loan status.
Follows-up with dealers on approved, not funded, applications to ask for the business. Supports Underwriters by fielding dealer second-look or other escalated loan review requests.
Prepares and sends welcome packets to members. Makes follow- up calls to members who have not made their first payment. Takes dealer calls as a back up to underwriters when needed.
Maintains select department reports and partners with Accounting to ensure all GL's and daily funding amounts balance.
Performs other job-related duties as assigned.
Reports to:
Consumer Lending Assistant Manager
Required Education and Experience:
A high school diploma or G.E.D. required; bachelor's degree preferred
Minimum of one (1) year of experience in consumer lending in a financial institution required.
Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized.
Detailed knowledge and understanding of Credit Union products, services, policies, and procedures. Must demonstrate a functional knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
Additional Skills
Experience with Microsoft Word, Power Point, Excel, and Outlook.
Good verbal and written communication skills and interpersonal skills, including phone skills, in order to interact professionally and effectively with dealers and staff.
Must be able to work under moderate supervision.
Must be able to maintain a high level of confidentiality.
Work Environment:
Hybrid Schedule: One day in-office per week
Physical Requirements:
Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10lbs of force occasionally to life, carry, push, pull, or move objects.
Position Type/Expected Hours of Work:
Full-Time/40 hours per week
Classification
Non-Exempt
Other Duties:
Please note this job description is not a comprehensive list of activities, duties or responsibilities that are required in this position. Duties, responsibilities and activities may change at any time with or without notice.
About Us:
For 65 years, USF FCU has experienced rapid growth and is dedicated to delivering financial solutions to improve our members' lives. Our success is thrilling, but our core values of excellence, passion, innovation, community, and collaboration mean our relationships with our members and our employees will always be our top priority! We have grown to over 73,000 members and $1.1 billion in assets, robust online and mobile banking, 9 branch locations and thousands of shared branches and fee-free ATMs nationwide.
Our vision is to be the most influential partner in each member's financial journey.
Our mission is to deliver financial solutions to improve members' lives.
$30k-44k yearly est. Auto-Apply 12d ago
Mortgage Loan Processor
Klassic Recruitng
Loan specialist job in Tampa, FL
Klassic Recruiting is partnering with our client in a search for a Mortgage Loan Processor to join their growing team.
Job Description
ESSENTIAL DUTIES and RESPONSIBILITIES:
Process residential mortgage loans (Conventional, FHA, VA, Refinance) in a high volume environment and meeting all necessary guidelines.
Obtain and review required loan documentation and submits complete loan packages to underwriting for approval.
Manages a pipeline of loans and consistent process flow.
Provides excellent customer service by effectively communicating and cooperating with all internal and external customers.
Obtains and verifies that all underwriting conditions are received and cleared by the underwriter and prepares the file for submission to the Closing Department.
Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and the mortgage industry. Understands and applies local, state and federal regulations related to processing mortgage loans.
Qualifications
PREFERRED QUALIFICATIONS AND EXPERIENCE:
3-5 Years loan processing experience
Experience processing Conventional, FHA and VA loans
Proficient in Microsoft Office, Word, Excel, Outlook and Encompass
Excellent communication skills
Ability to work in a fast-paced fluid environment
High level of integrity and confidentiality required
BENEFITS:
Salary plus bonuses.
Medical, Vision and Dental
401K
Paid Vacation/Sick time
*This is NOT a remote job!
Job Type: Full-time
Required experience:
Encompass: 3 years
Loan Processing: 3 years
Mortgage: 3 years
Additional Information
All your information will be kept confidential according to EEO guidelines.
$37k-53k yearly est. 60d+ ago
Loan Officer
Primary Residential Careers 4.7
Loan specialist job in Wesley Chapel, FL
- Responsibilities/Duties/Functions/Tasks
The purpose of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts.
Develops new business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc.
· Develops solid PRMI product knowledge and offers clients the best mortgage products to match client needs
· Reviews application information, requesting specific supporting documentation as needed/required based on loan investor guidelines
· Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions
· Carries out major assignments affecting business operations of the employer or the employer's customers through:
o collecting and analyzing information regarding the customer's income, assets, investments, or debts
o analyzing applicant data, credit and collateral property value
o determining which financial products best meet the customer's needs and financial circumstances
o providing advice to the customer regarding the advantages and disadvantages of available financial products
o marketing, servicing, or promoting the employer's financial products
· Completes necessary CE in a timely manner and remains current on local developments and trends within the real estate and mortgage industries
· Provides origination services in the state of licensure
· Creates and maintains excellent business relationships with referral client base, creating new mortgage lending opportunities
· Corresponds, communicates, and coordinates with clients, in-house support staff, and external service providers to facilitate timely closings
Qualifications
· Sales experience in the mortgage industry is preferred
· Familiarity with mortgage processes, procedures, rules, regulations, and compliance
· Exceptional customer service skills with a strong attention to detail
· Excellent written and verbal communication skills
· Strong computer skills to include a working knowledge of MS Office
· Ability to comprehend and analyze financial information
· Ability to effectively communicate and present complex financial information while fielding and responding to questions from applicants, support staff, and management
· Established contact and referral list within the real estate and mortgage industries preferred
· Ability to pass a required background check
Company Conformance Statement
In the performance of assigned tasks and duties all employees are expected to conform to the following:
§ Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
§ Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
§ Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
§ Ensure every action and decision is aligned with PRMI values.
§ Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
§ Realize team synergies through networking and partnerships across PRMI.
§ Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
§ Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
§ Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
§ Work effectively as a team contributor on all assignments.
§ Perform quality work within deadlines.
§ Respect client and employee privacy.
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
$33k-52k yearly est. 60d+ ago
Mortgage Loan Closer
Insight Global
Loan specialist job in Tampa, FL
Insight Global is looking to hire a Mortgage Loan Closer in Tampa, FL. This role is onsite Monday- Friday. This role acts as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Duties include:
- Perform routine data entry and validation tasks
- Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc.)
- Review and validate loan documents
- Handle routine calls, emails and/or chat responses
- Monitor work queues and intervening as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Mortgage closing experience
- General understanding of applicable Federal, State and Local regulations
How much does a loan specialist earn in Pinellas Park, FL?
The average loan specialist in Pinellas Park, FL earns between $14,000 and $96,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.
Average loan specialist salary in Pinellas Park, FL