Consumer Loan Specialist
Loan specialist job in Gurnee, IL
SUMMARY: Assist with all aspects of consumer loan processing in addition to general office management.
ESSENTIAL FUNCTIONS:
Inputs, processes and analyzes phone, internet and Lending Solutions Inc. (LSI) auto, personal and Visa applications
Processes and distributes instant approved loans
Handles loan denials and mails Notice of Adverse Action for Visa
Processes event tickets
Processes relationship manager requests
Performs Visa functions to include maintenance, opening of accounts, respond to incoming Visa tickets, answering member inquires and returned statements
Audits all Visa/Consumer loan applications for accuracy and reports findings to Consumer Loan Manager
Assists with title processing, questions and calls
Prepares documents for review and imaging
Answers and processes member inquiries regarding transactions, maintenance and status of their loan
Assists members with State National inquiries
Processes GAP claims
Processes disability/life claims
Actively cross-sells and promotes credit union products and services
Other duties as may be assigned
QUALIFICATIONS:
Education Required: High School Diploma or equivalent (GED)
Experience Required: One (1) year of customer service or retail sales experience
Experience Preferred: Two (2) years of customer service experience in the processing of consumer loans and visa
Knowledge, Skills and Abilities (KSAs):
Ability to perform job functions independently
Ability to work as part of a team
Ability to verbally communicate effectively with internal and/or external members
Ability to use computers and job-specific technology/software efficiently
Maintains confidentiality
Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements
The base pay for this position is $17.96 to $29.93 per hour. In specific locations, the pay range may vary from the range posted. Click here to learn more about ALEC and our benefits.
Auto-ApplyMortgage Servicing Specialist
Loan specialist job in Racine, WI
The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities.
Hybrid work schedule
KEY RESPONSIBILITIES
Position Specific Responsibilities
Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome.
Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences.
Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents.
Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data.
Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage.
Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act.
Responsible for FIS system maintenance of loan payments made via ACH.
Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately.
Prepares partial release documentation and analysis for management review and approval.
Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes.
Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process).
Identify potential prospects for customer convenience opportunities (i.e., APO, EDO).
Job Requirements - Education, Knowledge and Skills
Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment.
Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy.
Possesses a positive telephone presence ensuring a pleasant client interaction.
Possesses strong written and oral communication skills.
Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred.
Strong working knowledge of the loan servicing platforms preferred.
Strong PC skills required including working knowledge of Microsoft Office Word and Excel.
Minimum High School Diploma or equivalent. Advanced education/certification preferred.
Mortgage Industry experience preferred.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Auto-ApplyConsumer Loan Specialist
Loan specialist job in Oak Creek, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Southern Finance, Heights Finance, Covington Credit, Quick Credit, and First Heritage Credit. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
Kickstart your career with a $5,000 bonus - yours to earn!
We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 90 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 7071 S 13th Street, Ste 103, Oak Creek, WI 53154
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.25 - $21.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyVice President/Mortgage Loan Officer
Loan specialist job in Park Ridge, IL
GreenState Credit Union Vice President/Mortgage Loan Officer US-IL-Park Ridge Type: Exempt Full-Time # of Openings: 1 GreenState Credit Union
Creates, collects, analyzes, exercises judgment and advises members on mortgage loan options. Proactively seeks new business and builds pipeline. Maintains organization of portfolio and meets necessary and regulatory deadlines. As this position is 100% commission, significant time calling on prospective members and referral sources is essential.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary for this position is $52,000 with a progressive benefit package.
Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change.
Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.
Explains the mortgage loan application process and products to the membership. Services by phone or in person the need for answers to inquiries pertaining to mortgage rates, mortgage programs, payments, daily rates, points, etc.
Conducts mortgage loan application interviews assisting applicants in the completion of application.
Gathers all required applicant information, including collecting, analyzing and advising members on best options to assure proper processing.
Reviews applications, exercises judgment and renders loan decision for pre-approval/denial.
Works with Underwriters in meeting their guidelines and obtaining loan approval.
Is responsible for ensuring that all necessary documentation is in the loan files, including regulatory compliance items.
With this position, it is customary to make regular outside sales calls to both prospective members and referral sources. Building relationships with realtors, builders are others that interact with the financial industry is crucial to ensure the ability to hit specific production targets. This may include such things as office calls, lunches or evening receptions as a way to generate future loan prospects. Most of such calls will take place outside of the employee's place of business many of which may extend outside normal work hours.
Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner.
Assists to ensure that the various federal reporting documents are delivered in a timely manner, to include the borrowers 1098, sellers 1099, interest reported to the IRS, and the HMDA report.
Assists in any necessary training and development needed within the GreenState Mortgage Loan department.
Adheres to all state, federal and credit union regulations, policies and guidelines.
Coaches, trains, and mentors Mortgage Loan Sales Associates.
Qualifications
JOB REQUIREMENTS:
High school diploma or equivalent (i.e., GED.) with five years of previous mortgage experience.
Knowledge of procedures, forms, secondary market guidelines and regulations as they relate to mortgage lending.
Knowledge and procedures of Real Estate purchasing and refinancing.
Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand and at other times, job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
Ability and willingness to network in the community. This is essential to build potential member base as well as referral sources for future business.
Ability to prioritize assignments and organize work efficiently, to handle large volumes of details.
Interpersonal skills to represent the credit union in a positive way during member contact.
Excellent figure aptitude.
Accuracy and attention to detail required.
Ability to operate related computer applications.
Ability and desire to call on the Realtors and make sales marketing presentations.
Ability to deal tactfully and efficiently with members and co-workers on a professional level.
Must be bondable.
Notary Public Commission, or ability to obtain a Notary Public Commission within the first 6 months (excluding Illinois).
Must be registered pursuant to requirements of the S.A.F.E. Act.
Reporting Relationship
Reports to the Vice President/Mortgage Sales, Senior Vice President/Mortgage Lending or Vice President/Mortgage Lending.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
Compensation details: 52000-52000 Yearly Salary
PIb590a14673a7-26***********4
Auto-ApplyLoan Servicing Representative
Loan specialist job in Wauwatosa, WI
Since our founding in 1927, employees have been the main reason for The Equitable Bank's success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive and the work environment is collaborative, friendly and family-oriented. We pride ourselves on offering our customers excellent service and lending a helping hand when others need assistance. We offer competitive salaries, excellent benefits, on-the-job training and the opportunity for career advancement. If you have these skills and see yourself succeeding in this environment, we invite you to become part of The Equitable Bank team.
We are seeking a Full-Time Loan Servicing professional. This position is scheduled for Monday through Friday.
Essential Duties and Responsibilities:
Responsible for being logged into the department's phone queue and responding to verbal inquiries from customers.
Respond to customer written inquiries in accordance with department and bank procedures.
Upload newly closed loans from the bank's loan origination system to the loan servicing system.
Complete the set-up and audit newly originated and/or newly uploaded loans.
In charge of follow-up with title companies on final title policies.
Send title packages for recording.
Ensure title processing adheres to applicable laws, regulations and internal guidelines.
Process 1099S and 1099-NEC when applicable.
Process payoff requests.
Prepare lien satisfactions.
Disbursing real estate tax and homeowner's insurance premiums from escrow accounts.
Research and respond to credit bureau disputes whether received electronically or in writing in accordance with compliance deadlines.
Balancing department specific checking and/or GL accounts.
Monitor home, flood and auto insurance on loans to ensure the bank's interest is protected; force place insurance when necessary.
Digitize and upload loan documentation into the bank's electronic storage system.
Process mortgage payments received directly in Loan Servicing Dept.
Research and resolve misapplied payments.
Stay current on departmental procedures and required compliance training.
Assist with preparing and submitting delinquent loan files to attorneys.
Perform filing and general administrative support.
Other duties as assigned.
Benefits:
401(k) with 4% dollar-for-dollar Employer match
Paid Time off
Bank paid Life Insurance at 4 times your annual salary
Medical, Dental, Vision Insurance
Personal banking and loan benefits
Requirements
Job Skills:
Minimum of one (1) year of general mortgage servicing experience is required.
Good research and documentation skills.
Must be able to follow standard filing procedures.
Must be proficient in Microsoft Excel and Word software programs.
Must possess strong organizational and time management skills.
Strong problem solving and multi-tasking skills.
Excellent verbal and written communication skills.
Ability to professionally communicate with all levels of management, employees, and vendors.
Ability to work independently with an emphasis on accuracy, detail and timeliness.
Education Requirements:
Associate's degree in a related field, such as Business, Finance, or Accounting is preferred, but not required.
The Equitable Bank is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or parental status, military service or status as a covered veteran in accordance with applicable federal, state and local laws. The Bank will also not discriminate based on arrest or conviction record unless considered to be a bona fide occupational qualification.
Mortgage Loan Officer
Loan specialist job in Brookfield, WI
Mortgage Loan Officer
Why Epic Mortgage?
Epic Mortgage is a modern and growing Mortgage Lender whose passion is helping Loan Officers like you grow & build a thriving business! We offer every ounce of support, every tool and system you need to be successful. The mortgage industry is changing, and we are changing with it. From weekly coaching, constant training, virtual Happy Hours, full event planning and marketing support, competitive pricing based on our size & relationships, and so MUCH MORE!
There's a reason why when other companies are scaling back, we are doubling down.
Why Settle for Less?
Perks for working at Epic Mortgage:
Fast Closings - 14-day average CTC from application - You can even receive same day and one day approval.
In House Processing with your OWN assigned Processor.
180+ Partners and Products for you to choose from - So you can always offer the best options for your clients (conforming, non-QM, Investor Products, Reverse Mortgages, HELOCs, Commercial, Hard Money Lenders, etc.)
Event Planning Support to help you plan the BEST & most organized events.
Custom Marketing Consultation to help your business grow the way you want.
Full Marketing Support for all your marketing needs and ideas.
Training Guides on every tool, system, and process.
Live and E-learning On-Demand Virtual Trainings at your fingertips.
Competitive Commissions.
Profit Sharing Opportunities.
Looking to grow and build a team? Full Team Building Support and Training directly by those who have done it before successfully.
Stop waiting to be paid! We offer Bi-Weekly Pay.
Full Benefits Package including vision, dental, full health benefits, HSA/FSA, 401k with employer match, life insurance, short term and long-term disability, and more!
Job Description
Responsibilities:
Interview borrowers to assist with identifying the loan product that meets their budget and needs.
Gather information and documentation for the loan and submit the application to the mortgage company that you feel has the best rate/term for your client.
Evaluate loan applications and documentation by confirming credit worthiness.
Identify the best loan options to meet the customers' needs, present to customers, and close loans.
Secure interest rate lock-ins for customers in a timely manner.
Utilize a mortgage lending system to input information, qualify loans, and obtain pre-approval.
Work closely with borrowers, loan officers, title companies/attorneys, or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements.
Be accessible to the buyer and individuals involved in a loan to answer questions and/or provide updates.
Ability to read, analyze and interpret financial reports and / or legal documents.
Constantly build and replace prospects in your sales pipeline. Network with centers of influence, current clients, past prospects, realtors, insurance agents, and business owners to cultivate referrals for mortgage loans.
Provide all required loan disclosures and notices with customers.
Organize and attend loan closings with clients, title companies, and realtors.
Follow-up with prospects and customers via text, calls, and emails.
Deliver exceptional customer service to clients.
Comply with state and federal regulatory and compliance requirements.
Qualifications
Requirements:
High school diploma or equivalent required, associate or bachelor's degree is a plus.
Active National Mortgage Licensing System Registry (NMLS) license.
1 year of relevant financial loan experience at a commercial bank, credit union, mortgage company, or other financial institution.
Mortgage lending experience is not required but preferred - willing to train individuals with financial loan experience.
Additional Information
Epic Mortgage is an Equal Opportunity Employer, committed to the inclusion of all qualified individuals.
All your information will be kept confidential according to EEO guidelines.
NMLS #2404936 - Equal Housing Opportunity
Mortgage Loan Officer
Loan specialist job in Whitewater, WI
Are you a motivated, detail-oriented professional with a passion for helping people achieve their homeownership dreams? We're looking for a Mortgage Loan Officer to join our dynamic mortgage team. In this role, you'll guide members through the mortgage process, offer a wide range of loan products, and deliver exceptional service every step of the way.
We're more than just a credit union, we're a community. When you join our team, you'll enjoy:
Comprehensive Benefits Package-Including medical, dental, vision, disability and life insurance
Generous Paid Time Off- Vacation, personal, sick leave, and holidays to support work-life balance
401(k) with Employer Match-Helping you plan for your future
Clothing Reimbursement-To ensure you are looking sharp in your branded FCCU gear.
What You'll Do:
Build and maintain relationships with clients, real estate agents, and referral partners
Help borrowers identify mortgage solutions that align with their financial goals
Collect and analyze financial data to determine loan eligibility
Guide applicants through the full loan process from pre-qualification to closing
Stay current on mortgage regulations, products, and underwriting guidelines
Ensure all loan files meet compliance, regulatory, and internal standards
What You Bring:
Strong knowledge of residential mortgage products and lending practices
Excellent communication and interpersonal skills
A commitment to providing outstanding member service
Ability to work independently and collaboratively in a fast-paced environment
A Wide Array of Mortgage Products at Your Fingertips:
We offer mortgages of all types giving you the tools to serve a diverse range of member needs. Whether it's a first-time homebuyer or a seasoned investor, you'll have the flexibility to find the right solution.
Loan Processor
Loan specialist job in Palatine, IL
Job DescriptionDescription:
Loan Processor
Requirements:
Commercial Loan Coordinator
Loan specialist job in Brookfield, WI
Join the winning team at First Business Bank as the Commercial Loan Coordinator (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role allows for 2 days remote per week; therefore, a local candidate is required.
The Commercial Loan Coordinator is a key contributor in servicing the overall commercial loan portfolio and supports multiple Bankers in a timely, accurate and concise manner to ensure client deadlines for commercial loans are met. An expeditor who can effectively multi-task to achieve multiple, various, moving deadlines, the incumbent understands both the renewal process and clearing exceptions.
Specifically, as the Commercial Loan Coordinator you will
Loan Coordination (New, Renewal, Modification of Terms) (40%):
* Professional support teamed with multiple Loan Officers within a Region or cross Regionally.
* Uses Bank's loan origination system to start/route new, renewal and modification of terms applications for decisioning and documentation.
* Post approval and prepare, own, or supplement loan closing checklist of items needed, quickly reviews checklist items for accuracy when received from others and is capable of handling unanticipated changes.
Transactions (20%):
* Daily for coordination of commercial loan payments and loan draws to both ensure clean handoff to Loan Operations in accordance with Bank procedures and positive client experience.
* Supports the processing of monthly automatic loan draws for interest payments due in accordance with agreements already documented with clients to ensure timely, clean handoff to Loan Operations.
* Engages external loan participation partners via email, securely, for transactions using a predetermined template and formula or assists.
Exceptions (30%)
* Meets monthly with Loan Officer(s) to review file information needed at a minimum monthly:
* Request financial information needed to maintain compliance, via client portal or e-mail, securely.
* With knowledge of loan policy makes recommendations and prepares memos to waive or change reporting frequencies with approval from others.
Correspondence and Specialty Servicing (10%)
The successful candidate should have:
* Commercial loan documentation and servicing experience is required
* 5+ years of total banking experience required
* Ability to work independently and use independent judgment with minimal supervision
* Ability to handle pressure of meeting deadlines
Auto-ApplyCommunity Development Mortgage Loan Officer
Loan specialist job in Milwaukee, WI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. A unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Old National Bank has an opportunity for a Community Development Mortgage Loan Originator. This position will focus on Community Reinvestment Act (CRA) and Multicultural Originations. The Community Development Mortgage Loan Originator is responsible for generating residential mortgages to Low to Moderate Income (LMI) communities, majority-minority communities, LMI individuals and minority individuals (e.g. Black or African American, Hispanic, American Indian and Asian/Hawaiian/Pacific Islander).
Salary Range
The salary range for this position is $00.00 - $60,000 base/ plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.
Essential Duties:
Originate mortgage loans to achieve production goals.
Self-source loans through established referral partners, community organizations, housing agencies, local business leaders, realtors and other referral sources.
Convert leads into applications, present personalized mortgage solutions, produce required disclosure and collect documents needed to satisfy loan conditions.
Manage pipeline from origination through closing and complete required management reports.
Consult with internal partners to ensure superior customer service delivery.
Utilize ONB reference tools and resources to provide accurate and up-to-date loan information to customers and business partners.
Promote home ownership focusing on properties located in majority-minority census tracts.
Coordinate and conduct home-buying training seminars for potential CRA and multicultural origination mortgage applicants.
Partner with community, non-profit and government agencies focused on affordable housing programs or minority communities.
Qualifications:
3-5 years of experience in the area of community and diversity mortgage loan origination.
Working knowledge of FHA, conventional and governmental lending guidelines; federal lending regulations; CRA, Multicultural and HUD income guidelines.
Must have competent computer skills.
Must have strong verbal and written communication skills.
Must have competent skills in organizational and time management along with the ability to multi-task.
Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyMortgage Loan Officer
Loan specialist job in Waukesha, WI
Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market.
Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications.
Structure loan to ensure compliance to product guidelines.
Submit through DU/LP and review findings to ensure borrower findings meets guidelines.
Enter all required information into the mortgage loan origination system and order appraisal.
Solicit and take loan applications in a professional and timely manner in line with company standard and procedures.
Evaluate credit factors and eligibility to ensure application meets guideline requirements.
Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered.
Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements.
Provide all necessary applicant information to processor.
Price loans according to guidelines and secure signed lock agreements.
Review Closing Disclosure (CD) and prepare the borrower for closing.
Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service.
Develop individual marketing plans to expand market share and stimulate loan production.
Maintain regular customer contact with professional and community organizations to ensure a positive company image.
Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage.
Provides advice and service to applicant requesting mortgage information.
Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility.
Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Perform other duties as assigned.
Job Skills Required:
B.A. or minimum of three years of mortgage banking experience.
Two years of mortgage banking sale experience.
NMLS registration.
Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines.
Ability to strategically plan to market and develop business contact.
Ability to work with limited supervision.
Excellent customer service skills.
Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.
Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.
Mortgage Processor / Residential Loan Specialist
Loan specialist job in Brookfield, WI
Job DescriptionCareer Opportunity for Experienced Mortgage Processor / Residential Loan Specialist with an award-winning bank recognized as a Top Workplace! You're not just a number here. If you have Mortgage Processing or Closing experience-ideally with WHEDA and CRA lenders-and are excited to join a great team in Brookfield, WI and make a positive impact on the community, this could be your next opportunity!
Position Summary:
• Opens mortgage loan files received from Loan Officers, including ordering appraisals, credit reports, employment verification, surveys, and title commitments.
• Monitors and completes a variety of documents to ensure accurate, compliant loan files.
• Communicates regularly with loan originators, real estate agents, and borrowers throughout the underwriting process to update on loan status.
• Provides quality customer service to clients, realtors, correspondents, loan officers, and all other bank personnel.
• Tracks loans in process to ensure file status and deadlines are strictly adhered to.
• Reviews all closing documents prior to closing to confirm accuracy, completeness, and compliance with federal regulations and requirements (FHLMA, FNMA, WHEDA, FHA, VA, private insurance, etc.).
• Assists closing agents and attorneys during a loan closing, explaining documents, answering questions, and resolving concerns as necessary.
Qualifications:
• Mortgage processing or closing and documentation experience required.
• Experience with WHEDA loans and CRA lenders preferred.
• Bilingual Spanish / English a plus for communicating with Spanish-speaking customers.
This is an on-site position in Brookfield working 8:30am-5:00pm Monday-Friday.
Lab Specimen Resolution Specialist - Inpatient
Loan specialist job in Milwaukee, WI
LabCorp is seeking a Client Services Account Rep to join our team. This non-remote position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer centric team in an innovative company.
Work Schedule: Monday - Friday, 10:00am - 6:30pm. Every 5th Weekend. NO holidays. Work schedule will vary but will work 8 hour shifts.
Work Location: Ascension Columbia St. Mary's in Milwaukee, WI
Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here.
Job Responsibilities
Act as a liaison between LabCorp, the customer base and patients
Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet
Speak with customers in a courteous, friendly, and professional manner using protocol procedures
Inquire, clarify, and confirm customer requirements and understanding of the solution
Provide additional customer education and information as needed
Work in multiple databases to research complex issues and questions
Notify clients of test results in a timely and accurate manner
Review test forms for accuracy and report any discrepancies
Participate in activities designed to improve customer satisfaction and business performance
Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance
Requirements
High School Diploma or equivalent
Minimum 2 yrs experience working in a clinical lab environment
Previous experience in a customer service role
Experience working in a contact center/call center environment is preferred
Prior healthcare industry, such as a physician's office or a hospital highly is a plus
Knowledge of Microsoft Office suite is required
Strong verbal and written communication skills and excellent ability to listen and respond
Must be courteous with strong customer service orientation
Excellent multitasking abilities required
Must be able to work independently
Strong flexibility and the ability to manage and adapt to changing priorities quickly
If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!
Labcorp is proud to be an Equal Opportunity Employer:
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
We encourage all to apply
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
Auto-ApplyRetail Loan Processor
Loan specialist job in Waukesha, WI
Job Description
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
Join Our Team as a Retail Loan Processor!
Waukesha State Bank is looking for a detail-driven, organized individual to join our team as a Retail Loan Processor. In this role, you'll be responsible for preparing and processing retail loan documentation from application to activation, ensuring accuracy and compliance every step of the way. You'll work closely with lenders, underwriters, and customers to gather necessary documents, provide disclosures, and support the loan process through to completion. The ideal candidate will have at least one year of experience in lending, underwriting, or loan processing, strong technical skills, and a keen eye for detail. If you're ready to grow your career in a collaborative, community-focused environment, we'd love to hear from you!
This is an onsite position in Waukesha County, WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Mortgage Loan Officer
Loan specialist job in Waukegan, IL
Job Description
Mortgage Loan Officer - Responsive Mortgage
Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Responsive Mortgage, in partnership with Yoo Realty Group, offers a dynamic environment that fosters success and growth with a personal touch.
Why Join Us?
Unlimited Leads: Through our exclusive partnership with Yoo Realty Group, you'll have access to an unlimited number of high-quality leads, ensuring you always have potential clients to work with. We can even invest more into expanding that lead flow for you!
Seamless CRM Integration: We own the real estate team, which means you get direct access to their CRM (YRG Follow-Up Boss). You have a seat right at the heart of the action, with control over lead flow to maximize your pipeline and conversion rate.
Branch Processors Who Excel: Work with experienced branch processors who are actually great at what they do, making your job easier and ensuring smooth processing from start to finish.
Expert Operations Manager: Our operations manager knows the ins and outs of the mortgage world, especially when it comes to handling the tricky, unusual cases. You'll never feel lost in the process.
Small Company Vibes with Big Company Support: Enjoy the benefits of a close-knit, supportive team while still having access to the resources you need. You'll always be able to speak directly to decision-makers, ensuring your voice is heard and your ideas matter.
Supportive Underwriting Team: Our small pool of expert underwriters makes your job smooth and easy. With a dedicated team behind you, the underwriting process is faster, simpler, and more transparent.
No Overlays: We follow government guidelines - and nothing more. This means fewer headaches for you and your clients as we keep things straightforward and clear.
Access to a Wide Range of Loan Products: Not only do we offer competitive rates with top-tier service, but we can also broker unique and interesting products that may not be available in-house. Flexibility and variety are at your fingertips.
Why Responsive Mortgage?
We are committed to creating a work environment where you can thrive both personally and professionally. Our small-company feel allows you to connect with decision-makers directly and feel empowered within your role. Whether it's leveraging the massive lead generation pipeline through Yoo Realty Group or receiving top-notch operational support, Responsive Mortgage is where your career can flourish.
Competitive Rates, Exceptional Service
We pride ourselves on offering some of the most competitive rates in the industry, paired with exceptional customer service that keeps clients coming back. When you join us, you'll have the backing of a company that supports your success from day one.
Ready to Take the Next Step?
If you're ready to be part of a growing, supportive team where your potential is unlimited, apply today! Let's build something great together.
Job Type:
Full-time
Pay:
$48,226.91 - $196,492.21 per year
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Self-determined schedule
Weekend availability
Supplemental pay types:
Bonus pay
Commission pay
Loan Documentation Specialist
Loan specialist job in Northbrook, IL
Evolving from SmartBiz Loans, a leading provider of small business loans, SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S. - solutions built specifically to serve the dynamic needs of entrepreneurs and foster the growth of the small business community. SmartBiz Bank's commitment to transparency and personalized customer service offers an unparalleled banking experience, ensuring small businesses have the financial services they need to grow and thrive. Headquartered in Chicago, IL, with offices in Austin, TX and San Francisco, CA, we are excited about serving our local and national Small Business Community.
Position Overview:
The Loan Documentation Specialist reports directly to the Closing Department Manager. The primary duties are performing a final validation of key data across documentation, the loan application and Credit Memo and confirming that all necessary pre-closing conditions are satisfied, approvals and signatures, both from the borrower and internal stakeholders, are obtained prior to securing PLP through the SBA Capital Access Financial System (CAFS) and generating the loan documentation in accordance with regulatory, SBA and Bank requirements. They are responsible for securing PLP through the SBA CAFS and preparing loan documents in LaserPro. They are responsible for the pre-boarding onto the Bank's core system, coordination of wire transfer for funding and coordinating post-fund QC fundings. Facilitate clear communication between the loan closing department and other relevant departments to address any outstanding issues promptly. Stay updated on regulatory requirements and compliance standards to ensure adherence throughout the loan closing process.
The ideal candidate has deep SBA knowledge and experience, is detail oriented, organized, and is able to work in a high volume role, in addition to the flexibility of working in multiple softwares and systems. As part of the Closing team, you will deliver strong results against success KPIs.
How You Will Make An Impact:
Preform key loan processing and closing actions at scale and speed while maintaining a high level of attention to detail
Review loans prior to closing to ensure they meet all requirements of SBA 7(a) guidelines and Bank guidelines
Deliverables You Will Be Measured On:
Effectively and quickly with accuracy, respond to internal closing requests.
Secure PLP from the SBA CAFS.
Review the SBA/E-Tran approval sheet to understand the terms and structure of the loan request. This includes review of the credit approval and loan document request forms to determine the required documentation specific to the transaction.
Manage the loan documentation process from start to finish by facilitating execution of loan documents, reviewing signed loan documents, and controlling loan funding.
Utilize LaserPro software to prepare loan documents for the SBA loan closings in accordance with complete accurate data entry to ensure documentation completed complies with SBA SOP, Bank policy and procedures as well as governing regulations and within the department's service level agreement turn times.
Review and properly document various SBA required agreements such as landlord waivers, franchise agreements, shareholder agreements, etc., to comply with SBA program requirements.
Prepare loan files for post-closing review, monitor post-closing exceptions, and perform necessary follow-ups to clear all items
Ensure clean files with no errors, as performed by both internal and external reviewers
What We Are Looking For:
5+ years experience working with SBA 7a loan closings and documentation processes
Deep knowledge of LaserPro software, SBA CAFS (securing PLP and handling Error codes) and all relevant commercial and SBA loan Modules
Deep SBA knowledge and experience, ideally in SBA 7a
Comfortable working with Macs, and familiar with Salesforce
Experience working with Fiserv and Sageworks
Detail-oriented and highly organized
Ability to multitask and prioritize in a fast-paced environment
Results-oriented and comfortable tracking and being measured against KPIs
Passion for small business lending
You want to be a part of building something special!
Strong Communicator
Opportunities & Benefits We Will Provide:
Help redefine small business banking
Competitive salary and equity in a fast-growing start-up
100% paid medical, dental, and vision benefits for employees, spouse and their dependents
100% paid life and disability insurance
Flexible vacation policy
401k plan
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SmartBiz Bank is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.
California residents can learn more about how we use your information by visiting ***********************************************************
Loan Officer I - Richmond Branch (IL)
Loan specialist job in Richmond, IL
The Loan Officer position is responsible for providing a superior member service experience during the consumer loan application process and when responding to member transaction requests. The Loan Officer plays a pivotal role in helping members achieve their financial goals by guiding them through the consumer loan process. Loan Officers respond to member requests for consumer loans and recommend additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. This role requires a strong understanding of lending regulations, excellent communication and sales skills, and a commitment to providing superior member service. The position requires the ability to work during branch hours, including Saturdays, and supporting other locations to meet needs across the branch network. Full-time branch employees are scheduled up to 40 hours per week.
Work Arrangement: This position is able to work onsite at our Richmond branch (IL).
Schedule:
This position requires working a standard 40 hour week during Branch hours of operations
Monday - Thursday 8:00am - 5:45pm
Tuesday - Thursday 8:30am - 5:45pm
Friday 8:00am - 6:15pm
Rotating Saturdays 8:30am - 1:15pm
Employees work every other Saturday and receive a consistent day off during the week to offset their hours
Scheduled hours could change based on business need and future department growth.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite/hybrid/remote) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
Salary Ranges:
Loan Officer I - $21.00 - $22.00/hour, dependent on experience
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a company match
Tuition Reimbursement
Up to 12 Weeks of Paid Parental Leave
Learn more about our benefits here
Essential Duties & Responsibilities:
Loan Officer I:
Provide superior member service by responding positively to lending and account inquiries with urgency, processing transactions and applications accurately and efficiently, personalizing interactions with recommendations of products and services specific to members' unique needs.
Interview consumer loan and Visa applicants while providing information on products and services that best meet the applicant's needs. Request, verify, and deliver all appropriate documentation to the underwriting department.
Analyze and interpret credit reports to assess financial risk and provide thorough information to inform lending decisions, ensuring compliance with relevant regulations and company policies.
Identify and sell products and services, provide financial education to enhance the member experience, and consistently achieve individual and departmental goals.
Utilize loan follow-up and outbound calling to further develop relationships with current members and loan applicants, offer products and services with measurable success, and ensure completeness and timelines of decisioning and funding of loans.
Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners.
Utilize department and Credit Union procedures to mitigate risk and ensure that member requests and transactions are processed with accuracy, protecting members and the Credit Union from loss.
Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network.
Utilize a variety of channels to ensure effective communication and collaboration within the branch, the Consumer Loan Center and throughout the Credit Union to foster a positive and professional relationship while enhancing overall service delivery.
Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering members to manage their finances with ease and confidence.
Complete required departmental activities and trainings to ensure compliance with state and federal regulations and Credit Union policies.
Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership.
Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change.
Manage time efficiently and take initiative within the branch; seek opportunities to develop or enhance knowledge.
Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union.
Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service.
Loan Officer II:
Master all duties and responsibilities of Loan Officer, consistently demonstrating high performance through established metrics.
Consistently offer products and services to members, achieving individual goals as identified for the position and supporting branch performance.
Perform comprehensive financial analysis to recommend appropriate lending solutions that align with members' financial situations, conducting an in-depth financial analysis of members' income, assets, liabilities, and credit histories to recommend complex lending solutions.
Develop and execute comprehensive fraud detection strategies, identifying complex patterns, and recommending steps to mitigate risks.
Provide detailed information to underwriters on complex loan scenarios, ensuring all necessary documentation is submitted accurately.
Assist with Home Equity applications by submitting member information and documents in a timely and accurate manner.
Support the training of new Loan Officers, assisting with processing loan applications and sharing best practices.
Demonstrate a strong understanding of products and services while using the ability to effectively communicate their features, benefits, and uses to members when recommending solutions.
Contribute to service improvement efforts by resolving complex member inquiries and suggesting process enhancements.
Share knowledge of products, services, and procedures with members and coworkers, presenting relevant topics at meetings as needed.
Enhance the member experience by supporting service initiatives, promoting responsiveness, and recommending tailored solutions that drive member satisfaction and loyalty.
Assist peers to ensure concerns are addressed promptly and professionally, effectively handling escalations, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
Senior Loan Officer:
Master all duties and responsibilities of Loan Officer and Loan Officer II, consistently demonstrating high performance through established metrics.
Drive team success by supporting individual and branch sales goals through behavior modeling, encouragement, role-playing, training activities, and promotions.
Facilitate adaptation to internal and external business changes, including strategies, structures, procedures, and technology, helping peers navigate transitions smoothly.
Lead proactively by initiating and supporting training sessions, promotions, decision-making processes, and risk assessments.
Exhibit leadership in managing complex member situations and requests, providing guidance and solutions.
Serve as a resource for members and colleagues by offering in-depth knowledge of products, services, and procedures, establishing yourself as a go-to expert across all branches.
Proven ability to mentor effectively to help others identify and address complex fraud situations, ensuring the security and trust of members.
Demonstrated success in training and mentoring new Loan Officers in loan application processing and member interactions, ensuring a high standard of service.
Resolve escalated issues strategically by implementing effective solutions, enhancing service delivery, and mentoring others to prevent future occurrences.
Develop leadership skills by presenting topics at branch meetings, fostering a culture of continuous learning and improvement.
Evaluate and improve processes by offering suggestions to leadership for increased efficiencies, training opportunities, and enhanced member service.
Lead and optimize member service initiatives by developing training programs for team members and driving continuous improvement to elevate the overall member experience.
Job Requirements:
Loan Officer I:
Follow proper balancing and cash handling procedures
Regular and predictable attendance
Demonstrate company core values
Ability to work scheduled hours including, weekend and overtime, when applicable
Receptive to accepting and applying feedback
Strong attention to detail
Proficient in member service
3+ years customer service/sales experience or equivalent desired, with consumer lending experience preferred
Knowledge of lending regulations, credit analysis, and loan origination processes
Demonstrate comprehensive knowledge of consumer lending products, services, and processes
Strong ability to analyze financial and credit data
Excellent listening skills
Professional business etiquette and presentation skills, including maintaining professional workspace
Proficient in sales skills with identifiable results
Critical thinking and problem-solving skills
Effective verbal and written communication skills
Effective teamwork and collaboration skills
Skills in de-escalating and resolving escalating member situations
Effective use of fraud detection and prevention techniques
Adaptability and Flexibility
Analytical skills and the ability to work independently
Math and general clerical aptitude
Ability to multitask and prioritize
Reliable and dependable
Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
High School Diploma or GED
Loan Officer II:
Master all Loan Officer knowledge, skills, and abilities
In-depth understanding of consumer loan processes, including application and funding procedures
Advanced sales skills with proven ability to fund loans, and the ability to support peers in developing their sales skills
Exceptional communication skills, with the ability to effectively convey complex information to members and co-workers
Advanced skills in de-escalating and resolving member issues, with a proven ability to effectively navigate complex conflicts and guide peers in managing escalated concerns
Proven ability to make complex decisions with the ability to guide others in developing this skill
Represent the department on Credit Union committees, special projects, and initiatives, with professionalism
Work independently, demonstrating accountability while requiring minimal supervision
Emerging leadership skills to mentor with the ability to support training efforts and share best practices with peers
Senior Loan Officer:
Master all Loan Officer and Loan Officer II knowledge, skills, and abilities
Subject matter expert on the loan process including risk identification and mitigation
Comprehensive understanding of consumer loan products, services, and procedures
In-depth knowledge of branch operations, sales strategies, and performance metrics
Well-versed in regulatory requirements and compliance standards in the financial industry
Advanced skill of fraud detection and prevention techniques
Knowledge of training methodologies and best practices for mentoring and coaching
Leadership and team management skills, with the ability to motivate and guide team members
Excellent communication skills, both verbal and written, for effective member and colleague interactions
Analytical skills to evaluate processes and suggest improvements
Advanced sales skills to support branch sales goals and initiatives
Training and development skills to mentor new employees and enhance team performance
Ability to adapt to changes in business strategies, structures, procedures, and technology
Proactive leadership in initiating and supporting training, promotions, and risk assessments
Capability to serve as a resource for in-depth product and service knowledge across branches
Mentoring ability to guide others in identifying and addressing fraud situations
Presentation skills to develop and deliver topics at branch meetings
Continuous improvement mindset to evaluate and enhance processes, training, and member service initiatives
Expertise in advanced de-escalation and resolution of member issues, coupled with exceptional problem-solving and decision-making abilities to navigate complex situations
Strategic thinking to effectively manage and resolve escalated concerns while guiding others
Competencies:
Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Review the corresponding behaviors here.â¯â¯â¯
Physical Demands & Work Environment:
May be required to remain in a stationary position for an extended period of time
Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage.
Occasionally needs to move about inside of office area
Exposure to potentially hazardous condition, i.e. robbery. Receives detailed instructions and procedures to be followed to minimize the exposure
May be required to bend, reach, stoop, or perform other physical movements as necessary to access files, equipment, or other materials
This position is able to work in onsite working arrangements
Disclaimer:
Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
MSUFCU is an affirmative-action, equal-opportunity employer.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Commercial Loan Coordinator
Loan specialist job in Brookfield, WI
at First Business Bank
Join the winning team at First Business Bank as the Commercial Loan Coordinator (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role allows for 2 days remote per week; therefore, a local candidate is required.
The Commercial Loan Coordinator is a key contributor in servicing the overall commercial loan portfolio and supports multiple Bankers in a timely, accurate and concise manner to ensure client deadlines for commercial loans are met. An expeditor who can effectively multi-task to achieve multiple, various, moving deadlines, the incumbent understands both the renewal process and clearing exceptions.
Specifically, as the Commercial Loan Coordinator you will
Loan Coordination (New, Renewal, Modification of Terms) (40%):
Professional support teamed with multiple Loan Officers within a Region or cross Regionally.
Uses Bank's loan origination system to start/route new, renewal and modification of terms applications for decisioning and documentation.
Post approval and prepare, own, or supplement loan closing checklist of items needed, quickly reviews checklist items for accuracy when received from others and is capable of handling unanticipated changes.
Transactions (20%):
Daily for coordination of commercial loan payments and loan draws to both ensure clean handoff to Loan Operations in accordance with Bank procedures and positive client experience.
Supports the processing of monthly automatic loan draws for interest payments due in accordance with agreements already documented with clients to ensure timely, clean handoff to Loan Operations.
Engages external loan participation partners via email, securely, for transactions using a predetermined template and formula or assists.
Exceptions (30%)
Meets monthly with Loan Officer(s) to review file information needed at a minimum monthly:
Request financial information needed to maintain compliance, via client portal or e-mail, securely.
With knowledge of loan policy makes recommendations and prepares memos to waive or change reporting frequencies with approval from others.
Correspondence and Specialty Servicing (10%)
The successful candidate should have:
Commercial loan documentation and servicing experience is required
5+ years of total banking experience required
Ability to work independently and use independent judgment with minimal supervision
Ability to handle pressure of meeting deadlines
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyLoan Review Officer
Loan specialist job in Waukesha, WI
Job Description
Waukesha State Bank is seeking a Loan Review Officer to assess individual loans and our loan portfolio, ensuring compliance and supporting a strong credit culture.
Key Responsibilities:
Identify and report credit risks
Prepare loan quality and concentration reports
Conduct risk analysis and stress testing
Ensure policy and regulatory compliance
Requirements:
Bachelor's degree (finance, math, accounting, or related field)
5+ years' credit analysis experience, including experience in spreading and analyzing financial statements for commercial lending relationships.
Strong communication and Excel skills
Apply today to join a community-focused bank committed to excellence!
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha, WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE - Vets/Disability
Mortgage Closer
Loan specialist job in Gurnee, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $18.25/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Mortgage Closer. The Mortgage Closing Processors are responsible for providing excellent customer service to both our internal and external clients. Duties include, but are not limited to, efficient pipeline management, issuance of closing disclosures to Borrowers in accordance with TRID Regulatory and ONB guidelines, working closely with title companies to balance closing disclosures, delivery of the final closing documents and funding via wire transfers. Mortgage Closing Processors must be able to work in a fast-spaced environment and be able to pivot as needed to address closing problems or last-minute changes timely and professionally.
Key Accountabilities
Provide Exceptional Customer Service:
Contact internal customers or other 3
rd
parties as needed to resolve closing issues or discrepancies with clear and concise communication.
Respond promptly and professionally to all internal and external customers
Accuracy and Attention to Detail:
Review all documentation in the file for accuracy. Request updated documentation as needed.
Accurate preparation of the initial and final closing disclosure to include balancing the closing disclosure with the title company.
Accurate preparation of closing documents in accordance with loan product requirements, established compliance and regulatory guidelines and internal policies and procedures.
Manage last minute closing changes or problems timely, accurately and professionally.
Exceptional Pipeline Management and Organizational Skills:
Effectively manage pipeline to ensure initial closing disclosures, redisclosures and final closing documents are delivered within established SLA's and regulatory timing requirements.
Organization in this role is critical to ensure closing documents and wire funds are delivered timely to title companies and attorneys to avoid closing delays.
Key Competencies for Position
Make Decisions & Solve Problems: Take ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborate and seek to understand the root causes of problems. Evaluate the implications of new information or events and recommend solutions using decisions that are sound based on what is known at the time. Take action that is consistent with available facts, constraints and probable consequence.
Promote Change: Actively seeks information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
Delight Clients: Passionately serve internal/external clients with excellence. Maintain a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understand data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurture client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Lead Inclusively: Seek diverse relationships to learn more about people from other cultures and backgrounds. Gather information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g., social norms, decision-making approaches, and preferences). Advocate for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses.
Develops Talent: You own your development and career. Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
Qualifications and Education Requirements
High School Diploma or GED
1-3 years first lien mortgage experience with first lien mortgage loan closing experience preferred
Operate standard office equipment
Ability to multi-task and work in a fast-paced environment while maintaining a positive attitude
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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