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Loan specialist jobs in San Antonio, TX - 50 jobs

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  • Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in San Antonio, TX

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 20d ago
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  • Mortgage Loan Closer

    Frost Bank 4.9company rating

    Loan specialist job in San Antonio, TX

    It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Mortgage Loan Closer with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Mortgage Loan Closer, you are our key support. You will be responsible for reviewing final underwriting approvals for mortgage loans in process to confirm completion and closing readiness. More than that, this role is about providing top-quality service and doing so with integrity, caring, and excellence in mind. What you'll do: Review final Underwriting approval for mortgage loans in process to confirm completion and closing readiness Utilize subject matter expertise to ensure that organization is adhering to current internal policies and State/Federal mortgage regulations Review mortgage loan documents for accuracy and prepare mortgage closing packages to ensure that mortgage process is running efficiently and follows regulatory guidelines Serve as back-up to Mortgage Funder, reviewing final signed closing packages for accuracy prior to wire request and authorization as necessary Act as a liaison between the clients, underwriters, and organizational staff to ensure effective communication throughout multiple departments Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 1+ years of real estate processing or closing experience or 2+ years of loan operations experience Strong customer service skills Excellent organization skills with strong attention to detail Excellent written and verbal communication skills Knowledge of basic mortgage lending regulatory guidelines Proficiency with Microsoft computer applications Additional Preferred Skills: Bachelor's degree Experience with Empower LOS or Blend applications Experience with Desktop Underwriting (DU) or AUS Bilingual (English and Spanish preferred) Experience with real estate title work and title policy endorsements Experience and extensive knowledge of current TRID and RESPA regulations Knowledge of legal documents related to consumer real estate Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $33k-39k yearly est. Auto-Apply 53d ago
  • Bilingual Traveling Loan Specialist - 168

    Sun Loan 3.5company rating

    Loan specialist job in San Antonio, TX

    As a Bilingual Traveling Customer Service/Collections Loan Specialist, this position supports the branch manager in maintaining a profitable and well-managed office by ensuring efficient administration and compliance in loan processing. This role includes accurately processing loan applications, assembling and verifying loan documents, and handling all paperwork to maintain regulatory compliance. By diligently following organizational and regulatory guidelines, the Loan Specialist helps mitigate risk and avoid potential losses. Responsibilities also include contacting customers regarding payment arrangements, facilitating loan extensions and modifications, and handling pay schedules as needed. In the manager's absence, this role oversees office operations to maintain continuity and productivity. Job duties include: Attempts to persuade customers to pay the amount due or arrange for payment via phone, or mail. Identifies solutions for customers to refinance accounts and bring accounts current. Properly closes loans by ensuring all loan requirements are explained. Execute collection calls on overdue accounts. Uses company provided location services to locate past due customers. Ensures accurate and timely processing of applications by regularly reviewing pending applications and contacting prospective customers. Ensures continual account growth by selling loans to former and prospective customers. Sells ancillary products including taxes, referrals and car club (where applicable). Maintains all necessary forms and loan documents for accounts in accordance with company guidelines, federal and state law. Prepares copies of financial and legal documents as requested. Ensures accurate and timely processing of loans by providing accurate computer input and keeping customer information up to date. Enters payments into loan management software. Accommodates for payment extensions and properly maintains collection notes on account screens. Hours: Monday - Thursday 8:30am - 5:30pm. Fridays 8:30am - 6:00pm. Saturdays 8:30am -12:30pm (from Nov 29 - March 2025). Rotational Saturdays based on the needs of the business. No Sundays! Some overtime may be required. Minimal local travel may be required to attend team meetings (up to 5%). Requirements: 1 year Customer Service experience in any field 6 months Collections experience, a plus High School/GED preferred Proficiency in operating systems (e.g., Windows, mac OS, Linux) and common software applications (e.g., Microsoft Office Suite, Google Workspace), with experience in software installation, configuration, and troubleshooting. Demonstrates a positive attitude, strong work ethic, and a collaborative approach, contributing to a respectful and productive work environment. Excels in building and maintaining strong customer relationships, demonstrating excellent communication, active listening, and persuasive sales techniques to drive customer satisfaction and business growth. Strong organizational skills, with the ability to manage multiple tasks efficiently, prioritize responsibilities, and meet deadlines while maintaining attention to detail. Proficient in basic math skills, including addition, subtraction, multiplication, and division, with the ability to apply these skills to analyze data and perform calculations accurately.
    $25k-52k yearly est. 15d ago
  • Mortgage Loan Officer I (San Antonio Region)

    GECU 4.0company rating

    Loan specialist job in San Antonio, TX

    Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team! This is a job family. There are three levels to this position. Level I BASIC RESPONSIBILITIES Responsible for the interviewing and qualifying of members for mortgage products. TYPICAL DUTIES Assists the Loan Department with required technical expertise with regard to mortgage products. Conducts face to face and over the phone interviews to assist both members/realtors with mortgage applications. Ensures all necessary documents are completed according to the guidelines of a specified product and orders necessary documents to include appraisals, surveys and insurance. Reviews and submits loan requests with recommendations for manual underwriting and screens all referrals. Sends Adverse Action Notice as required by federal law to members who do not meet loan program guidelines. Maintains contact with members and realtors throughout the loan process and returns all calls within a timely response. Coordinates closing dates with members, title companies and agents. Basic knowledge of Mortgage Loan Servicing to include participation during escrow analysis. Performs notary services. Maintains a clean pipeline. Reviews loanquoter/web applications and submits for approval. Interacts with investors to provide members with niche products and government loans. Attends various schools, seminars and workshops as may be necessary to maintain adequate knowledge of on-going changes in the industry. Assist business development officer with home buying seminars and helps to establish good business relationships with the realtor's by participating in mortgage associations and helping with realtor seminars, open house and presentations. Assists in training MSSO's from designated branches on quarterly basis. Cross-sells other GECU products as well as services offered by MFS. Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC). Other duties as may be assigned or required in connection with the general operation of the credit union. Level II Level III
    $44k-53k yearly est. 10h ago
  • Bilingual (Spanish) Consumer Loan Specialist

    Curo Group Holdings Corp 4.7company rating

    Loan specialist job in New Braunfels, TX

    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, Heights Finance. 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 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: 1050 N IH-35, Suite 600 New Braunfels, TX 78130 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.25 - $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 #HFCLP 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, and Heights Finance) 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, *****************.
    $15.3-21.8 hourly Auto-Apply 10d ago
  • Mortgage Loan Processor

    Farm Bureau Bank 3.7company rating

    Loan specialist job in San Antonio, TX

    Why Us? The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry. Farm Bureau Bank. Not just branches. Roots. FBB team members enjoy competitive compensation and generous benefits. Affordable Medical, Dental and Vision coverage Outstanding 401k - Employer match up to 5% Paid Volunteer Hours Accrued Paid Time Off (PTO) & Paid Holidays Life Insurance and Long-Term Disability (company paid) Continuing Education Opportunities View all available benefit options at Farmbureau.bank. Hiring for an in-person role in San Antonio, Texas only, with potential for hybrid schedule after 90 days. What you'll get to do: Help build the Farm Bureau Mortgage division. Receive loan applications and review documents to ensure all necessary forms have been completed and comply with Underwriting, and Secondary Market Guidelines. Make Suggestions with alternative methods to obtain satisfactory documentation when necessary. Responsible for ordering title work, hazard insurance and appraisals. Track and monitor orders and understand appraisal timelines to complete the file. Verify credit report, income, assets, and orders preliminary title report, appraisal, fee instructions, and all verifications necessary to complete the loan file. Review and evaluate all documents, including tax returns using judgment to ensure loan falls within guidelines per loan program. Determines allowable income to be used for loan calculations that comply with underwriting guidelines, including complex personal and business tax returns. Package and submit files to lender, per originators initial set up/direction and to lender's specific process. Manage any funding conditions, including coordinating any forms for audit/compliance packaging post-closing. Coordinate all post approval changes, disclosures and forms as needed. Process the CD and closing requests/doc orders. Collaborate with escrow/title and lender to ensure accurate closing details. Coordinate all 3rd party lender conditions/requirements. Such conditions include escrow/title related, appraisal, Verifications, supplements, established insurances, etc. Communicate with borrowers, and authorized team members to satisfy loan conditions as well as the status of the loan application. Ensures all loans are in compliance with the Bank's guidelines and external State and Federal regulations (i.e. USPAP, HMDA, RESPA, FNMA, FHLMC, and Fair Lending). Education and Experience Must have a high school diploma or equivalent. Must have two (2) years Loan Processing experience with mortgage products, including conventional, FHA, VA, and USDA loans. Thorough knowledge of mortgage processing, basic underwriting skills, loan documents, insurance requirements, mortgage terminology and departmental procedure. Thorough knowledge of Federal Regulations and regulatory agencies such as USPAP, HMDS, RESPA, FNMA, FHLMC, VA RD and Fair Lending. Ability to maintain a tickler system. Qualifications Farm Bureau Bank is an equal opportunity/affirmative action employer and complies with all applicable federal, state, and local fair employment practices laws. Farm Bureau Bank strictly prohibits and does not tolerate discrimination against team members, applicants, or any other covered persons because of race, color, religion or creed, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and gender identity) age, physical or mental disability, citizenship, veteran status, or genetic information, or any other characteristic protected by applicable federal, state, or local law. All team members and anyone doing business with the Bank (including vendors, clients, and visitors) are prohibited from engaging in unlawful discrimination. This applies to all employment actions, including but not limited to, recruitment, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.
    $42k-56k yearly est. 12d ago
  • Wholesale Mortgage / Correspondent Loan Processor

    Direct Rate

    Loan specialist job in San Antonio, TX

    The Wholesale Mortgage / Correspondent Loan Processor is responsible for coordinating and managing the mortgage loan process across various lenders. The ideal candidate is highly detail-oriented, efficient, and able to communicate effectively with multiple contacts including borrowers, loan officers, underwriters, and third-party vendors. This role requires a thorough understanding of mortgage documentation, regulatory requirements, and the ability to manage multiple tasks under tight deadlines in a dynamic environment. Responsibilities Loan Documentation & Processing Collect, review, and organize borrower documentation to ensure loan files are complete, accurate, and compliant with lender and regulatory guidelines. Enter and process loan data into the loan origination system (LOS) accurately. Verify accuracy of income, employment, credit, asset, and property information. Coordination with Lenders and Vendors Act as the primary contact between wholesale lenders or correspondent lenders and internal stakeholders. Schedule and coordinate with third-party vendors (appraisers, title companies, underwriters, etc.) for inspections, valuations, and other services required during the processing stage. Monitor and facilitate communication between borrowers, loan officers, credit analysts, and underwriters to ensure a smooth workflow throughout the mortgage lifecycle. Compliance & Quality Assurance Ensure all processed loans comply with internal and external guidelines, including federal, state, and local regulations (e.g., RESPA, TILA, etc.). Prepare and maintain audit trails for document reviews, system updates, and communications. Assist in internal and external audits by providing detailed documentation and accurate data records. Status Tracking & Reporting Maintain a comprehensive status tracking system (using software or spreadsheets) for all loan files. Prepare status updates and weekly reports for management and stakeholder review. Identify bottlenecks in the process and proactively offer solutions to mitigate delays. Problem Resolution Act swiftly to resolve issues or discrepancies that occur during the loan processing stages. Engage in continuous improvement initiatives by participating in meetings, training sessions, and process reviews. Customer Service & Relationship Management Provide exceptional customer service by proactively communicating with borrowers and ensuring their inquiries are addressed. Build and nurture strong relationships with lenders and external partners to facilitate expedited loan processing. Qualifications Education and Experience High school diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, or a related field preferred. Experience in Loan origination, preferably in a wholesale or correspondent environment. Familiarity with mortgage loan applications, underwriting guidelines, and document management systems. Technical Skills Proficient in Microsoft Office Suite (Word, Excel, Outlook) and common loan origination software systems. Ability to learn and adapt to new software and digital processing platforms. Knowledge & Certifications Working knowledge of federal and state lending regulations (e.g., RESPA, TILA, ECOA). Certification in mortgage processing or completion of relevant training courses is a plus. Communication & Interpersonal Skills Excellent verbal and written communication skills, with the ability to explain complex information clearly and succinctly. Proven ability to work collaboratively with cross-functional teams, vendors, and customers. Strong problem-solving skills and the capacity to work in a fast-paced environment. Attention to Detail & Organizational Skills Exceptional organizational abilities and meticulous attention to detail. Capable of managing multiple files simultaneously while meeting strict deadlines. Adaptability Flexibility to adapt to evolving guidelines, new technologies, and workflow improvements.If you are passionate about the mortgage industry and possess the required skills, we encourage you to apply for this exciting opportunity as a Mortgage Processor. Work Environment Office Environment: This role may be based in a traditional office setting, a shared workspace. Must be present in office Monday - Friday 9 am to 5pm Team Structure: Reports directly to the Processing Manager or Mortgage Operations Manager and works closely with loan officers, underwriters, and vendor partners. Performance Metrics: Job performance is typically measured by processing speed, accuracy, compliance with industry standards, and customer satisfaction.
    $40k-57k yearly est. 27d ago
  • Senior Mortgage Loan Processor & Team Lead

    My Education Solutions

    Loan specialist job in San Antonio, TX

    Senior Mortgage Loan Processor & Team Lead Location: San Antonio, TX, 78230 ABOUT MY EDUCATION SOLUTIONS My Education Solutions' (MES) mission is to help clients successfully reduce their student loan debt through counseling, enrollment, and administrative services of the Federal Student Loan Forgiveness programs, so our Clients can afford to live the life they dreamed of when they decided to advance their education. Job Summary: Angel Ventures Inc is seeking an experienced Senior Mortgage Loan Processor & Team Lead to oversee loan processing operations and provide leadership to a team of loan processors. The ideal candidate will have extensive experience in mortgage loan processing, a strong background in compliance and regulatory standards, and supervisory experience leading a team in a fast-paced environment. Key Responsibilities: Leadership & Team Management Lead, mentor, and train a team of mortgage and student loan processors. Serve as the primary point of contact for escalated loan issues, ensuring timely and effective resolutions. Oversee daily workflow, assign tasks, and monitor team performance to maintain efficiency. Develop and implement process improvements to enhance accuracy and streamline operations. Ensure all loan processing staff adhere to company policies, compliance standards, and industry regulations. Provide regular performance feedback and conduct training sessions to enhance team knowledge and efficiency. Mortgage Loan Processing Review and verify mortgage loan applications for accuracy, completeness, and compliance. Work closely with loan officers, underwriters, and clients to gather and validate necessary documentation. Ensure the timely processing and submission of mortgage loan applications to underwriting. Monitor the loan pipeline and prioritize workload to meet strict closing deadlines. Stay updated on mortgage lending policies, regulatory requirements, and industry trends. Student Loan Processing Assist borrowers with federal student loan repayment options, including PSLF and IDR plans. Guide clients through student loan consolidation applications and annual employment certification forms. Educate borrowers on eligibility requirements and loan forgiveness opportunities. Communicate with student loan servicers on behalf of clients as needed. Maintain accurate records of student loan applications and documentation. Qualifications & Skills: Experience: Minimum of 3+ years in mortgage loan processing, with at least 2 years in a supervisory or leadership role. Leadership: Strong experience managing, training, and mentoring loan processors. Technical Skills: Proficiency in loan origination systems, compliance regulations, and mortgage underwriting guidelines. Industry Knowledge: Deep understanding of mortgage lending laws and processes, with familiarity in student loan programs. Customer Service: Excellent communication and interpersonal skills with a client-first approach. Detail-Oriented: Strong organizational skills and ability to manage multiple priorities efficiently. Problem-Solving: Ability to analyze loan scenarios and troubleshoot processing issues. Preferred Qualifications: Mortgage Loan Processor (MLP) certification or equivalent. Experience with student loan servicers and federal loan processing platforms. Strong knowledge of federal and state mortgage lending regulations. Benefits: Competitive salary based on experience Health, dental, and vision insurance Paid time off and holidays Professional development and training opportunities Supportive and collaborative work environment How to Apply: If you are an experienced mortgage loan processor with strong leadership skills, we invite you to apply! Please submit your resume and a cover letter outlining your experience and qualifications.
    $40k-57k yearly est. 60d+ ago
  • Bilingual (Spanish) Consumer Loan Specialist

    Attain Finance

    Loan specialist job in New Braunfels, TX

    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 , Heights Finance. 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 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: 1050 N IH-35, Suite 600 New Braunfels, TX 78130 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.25 - $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 #HFCLP 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 , and Heights Finance) 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, *****************.
    $15.3-21.8 hourly Auto-Apply 12d ago
  • Client Resolution Specialist

    Guidewell 4.7company rating

    Loan specialist job in San Antonio, TX

    Get To Know Us! WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience building unique benefit solutions and managing customized health plans. What is your impact? The Client Resolution Specialist maintains responsibilities similar to a Customer Service Representative and is responsible for handling inbound customer calls from both providers and members but is more highly focused on resolving client-related issues and providing expert-level resolution to complex cases. This may include partnering with Benefits departments in trying to solve complex issues. Location: In office at 19100 Ridgewood Pkwy San Antonio, TX 78259 required What Will You Be Doing: Provide standard client support: Primary client contact for claims and customer service issues and question for assigned accounts. Main customer service contact to resolve issues and identify customer needs on a pro-active basis. Utilize systems to tract all assigned clients questions or concerns. Assisting with customer service phone calls and queues as assigned. Provide expert level of assistance to members who have complex or escalated issues that have not been successfully resolved by normal means Identify members who have high claim volumes or excessive calls to customer service, which may be an indication that they need help understanding their plan or help with finding solutions Work directly with the Benefit Consultant for the employer group, to resolve claim or customer service issues. Other responsibilities include researching claim appeals, researching benefit questions, and locating network providers. Provide direction and training to client-dedicated Customer Service Team staff Provide instruction and training to Customer Service Team when directed by the employer group or the Customer Service Manager. Assisting with assigned special projects. Qualifications 1+ years related work experience in customer service High school diploma or GED Knowledge in the healthcare industry including: CPT and ICD-10 coding, COBRA, HIPAA, pre-existing conditions, and coordination of benefits Concise written and oral communication skills required, including the ability to deal with conflict. Proficiency in maintaining good rapport with physicians, healthcare facilities, clients and providers. Knowledge of all MS Office products. Must possess proven judgment, decision-making skills and the ability to analyze. General Physical Demands Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally. Physical/Environmental Activities Must be able to travel to multiple locations for work (i.e. travel to attend meetings, events, conferences). Occasionally We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.
    $34k-54k yearly est. Auto-Apply 20d ago
  • Loan Processor

    Right Start Mortgage

    Loan specialist job in San Antonio, TX

    We are seeking a detail-oriented and experienced Loan Processor to join our mortgage operations team. The successful candidate will be responsible for managing and coordinating the loan application process, ensuring accuracy, compliance, and a seamless experience for our clients. Responsibilities: Application Review: Thoroughly review loan applications to ensure completeness, accuracy, and compliance with regulatory requirements. Collaborate with loan officers and clients to gather additional information or documentation as needed. Document Preparation: Prepare and organize loan files, including all required documentation for underwriting and final approval. Verify applicant information and resolve any discrepancies to facilitate a smooth processing workflow. Communication with Stakeholders: Act as a liaison between loan officers, underwriters, and clients to facilitate clear communication and address inquiries. Provide regular updates to all parties involved in the loan process. Underwriting Support: Assist underwriters by providing necessary information and documentation for loan file review. Address any conditions or additional requirements identified during the underwriting process. Compliance Management: Ensure all loan files adhere to company policies and regulatory standards. Stay informed about changes in mortgage regulations and implement adjustments as necessary. Timeline Management: Track and manage loan processing timelines to ensure timely closings. Proactively identify and address potential delays to keep the loan process on schedule. Qualifications High school diploma or equivalent; additional education or training in mortgage lending is a plus. Proven experience as a Loan Processor or in a similar role within the mortgage industry. Familiarity with loan processing software and systems. Strong attention to detail and organizational skills. Excellent communication and interpersonal abilities. Ability to thrive in a fast-paced, deadline-driven environment. Ability to work in office in San Antonio, TX
    $33k-47k yearly est. 16d ago
  • Bilingual Loan Officer- Leads Provided- In Office

    National Mortgage Staffing 3.9company rating

    Loan specialist job in San Antonio, TX

    Our client, a growing direct lender, is seeking a Bilingual Mortgage Loan Officer (Spanish) to join their San Antonio office. This is a unique opportunity to work side-by-side with a realtor in a shared office, giving you immediate access to a steady flow of purchase leads. Key Responsibilities Manage inbound purchase leads and convert them into funded loans. Originate a mix of FHA, VA, USDA, and Conventional purchase loans. Leverage bilingual skills to support Spanish-speaking borrowers. Work closely with the in-house underwriting and closing team for fast turnarounds. Provide exceptional service and ensure compliance with state and federal guidelines. Qualifications Active Texas NMLS license required- must be current on CE Fluent in Spanish (spoken and written). Proven history of success in mortgage sales. Purchase experience strongly preferred. Some self-sourced business a plus, but not required. Proficiency in Encompass and Nexus preferred. Why Apply? Realtor office share with full lead access. Competitive compensation: 125- 200 bps per loan funded. 50% employer-paid health benefits Full product mix + competitive pricing. In-house underwriting and closing support with quick turn times. Stable, debt-free lender with strong financial backing. Please note: National Mortgage Staffing does not determine the salary, requirements, or qualifications for this role. All criteria are established by our clients, and we are contractually obligated to follow them exactly. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $38k-57k yearly est. 2d ago
  • Commercial Loan Closer

    1900 Wealth

    Loan specialist job in San Antonio, TX

    JOB FUNCTION: Responsible for facilitating the commercial loan closing process via timely and accurate preparation and review of commercial loan documentation. Responsible for identifying and resolving any/all issues prior to closing, and for ensuring commercial loan documentation and closing packages adhere to the loan approval, loan policy/procedures, and compliance with banking regulations. DUTIES & RESPONSIBILITIES: Responsible for ensuring commercial loan documentation packages are complete and ready for closing Responsibility and authority to deny or delay loan closing based on findings of the commercial loan documentation package review Review commercial loan packages for: Completeness, accuracy, and legality of the documentation Compliance with regulatory requirements Adherence to bank policy/procedures Adherence to all terms, conditions and requirements of the loan approval Ensure adequate approval authority is obtained Collaborate with Loan Processors, Lending Assistants and Commercial Lenders to ensure all documentation and due diligence is completed accurately prior to loan closing Makes decisions, recommendations and provides guidance to Loan Processors, Lending Assistants and Commercial Lenders for additional documentation as applicable Review for Home Mortgage Disclosure Act (HMDA) compliance, as applicable Verify flood and hazard insurance requirements are met/fulfilled, including but not limited to validation of coverage and documentation of loss payee Ensure compliance with SBA requirements, including but not limited to validation of SBA Authorization against Bank loan documents Coordinate handoff to booking and funding Maintain a thorough understanding of the documentation requirements of commercial loans and SBA loans Perform other duties as assigned Position is not remote MINIMUM QUALIFICATIONS : Work Experience 5 + years commercial loan documentation experience to include experience in commercial loan documentation review, quality control, and/or audit review Working knowledge of commercial loan documentation, loan policy, and banking regulations Strong decision making and organizational skills with attention to detail Preferred Experience (optional) Commercial loan processing Experience in closing C&I and CRE loans Experience with the LaserPro loan documentation software Experience with Jack Henry Silverlake Core Processing System and Jack Henry Synergy Imaging Working knowledge of Small Business Administration (SBA) Standard Operating Procedures Supervisory Experience NA Education/Skills Bachelor's Degree or Equivalent business experience in commercial banking loan servicing or loan administration, internal audit, risk management, quality assurance or quality control Basic accounting knowledge Strong organizational skills with the ability to work in dynamic environment, that demands the ability to manage multiple and often competing priorities Strong interpersonal skills and problem solving skills Detail oriented, with a high degree of accuracy Excellent customer service skills Equipment/Machines/Software Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, Power Point) Proficiency in Adobe Reader and various internet browsers Experience with smart device(s), dual monitors, copier, fax, scanner, phone system, printers, calculators, telephone headsets and other electronic devices Core loan processing system and imaging system experience Competency Requirements Ability to resolve conflict and provide resolution professionally and in an empathetic manner to customers Ability to work independently with minimal supervision, take initiative, and make effective decisions Ability to read and interpret loan documents & data to others Professional verbal and written communication skills, on the phone and in person Proven organizational skills with ability to multi-task and follow assigned tasks through completion Physical Requirements Must be able to reach, bend and lift files equivalent of up to 25 lbs Must be able to sit for most of the day in front of a computer Must be able to write, speak and hear to communicate with customers Must be able to read from a computer screen and other paper reports Must be able to type on keyboard Must be able to be mobile in an office environment This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs. Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status. Click the link below to be redirected to the Equal Employment Opportunity Commission's website to view the “Know Your Rights” Poster: ********************************************************************************************
    $34k-48k yearly est. Auto-Apply 50d ago
  • Mortgage Loan Closer

    Vontive

    Loan specialist job in San Antonio, TX

    We are actively hiring inquisitive, diligent, scrappy mortgage professionals to support our growth. This will initially be a hybrid position (3 days in office). Candidates are required to be located in the San Antonio, Texas area. Responsibilities Collect, enter into software, and verify data Review executed loan documents for completion and accuracy Coordinate and review third-party deliverables as it pertains to closing and funding of the loan Review and iterate on settlement statements with escrow for accuracy Follow up on funding and disbursement Follow up on and track prior to wire conditions to funding of the loan Coordinate between third parties, borrowers and internal stakeholders on the closing of the loan Facilitate closings and complete the loan settlement process Follow up on post-closing items such as the recorded security instrument, final settlement statement and final title policy Write SOPs and form product expertise Review credit, background and pull third party documents as needed to support the underwriting process Requirements: Located in the San Antonio area Prior experience in loan funding and closing and/or loan processing Expertise in business purpose mortgage lending gained through 2+ years of experience Expertise in reviewing loan document packages, settlement statements and coordinating closings Knowledge of underwriting borrowing entities, including formation document review, and the credit history, cash reserves, and background of individual sponsors/guarantors Knowledge of loan settlement and funding process Benefits Our benefits are designed for your total wellbeing and include: Competitive salary and compensation package Comprehensive medical, dental and vision coverage Monthly fitness and wellness stipend Healthy snacks, beverages and meals at the office Company-sponsored events and volunteering opportunities Unlimited PTO 12 weeks of parental leave Short- and long-term disability coverage Life insurance policy At Vontive, you will find a team committed to diversity, inclusion, and values of: Integrity: Always demonstrating the highest ethical standards. Accountability: Consistently delivering on our commitments to our clients, partners, communities, and each other. Candor: Creating an environment where people are heard when they speak up, and where trust, honesty, and respect are at the forefront of our relationships. Prudence: Always acting in the best interest of our stakeholders and for the long-term integrity of the business. Execution: Managing our priorities, decisions, and work to aggressively grow the business in fulfillment of our mission. Culture: Valuing and promoting diversity in our hiring, through our business practices, and by giving back to our communities. Empowerment: Trusting each other to always do the right thing. Vontive is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $34k-48k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Closer

    Frost (Cullen/Frost Bankers

    Loan specialist job in San Antonio, TX

    It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Mortgage Loan Closer with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Mortgage Loan Closer, you are our key support. You will be responsible for reviewing final underwriting approvals for mortgage loans in process to confirm completion and closing readiness. More than that, this role is about providing top-quality service and doing so with integrity, caring, and excellence in mind. What you'll do: * Review final Underwriting approval for mortgage loans in process to confirm completion and closing readiness * Utilize subject matter expertise to ensure that organization is adhering to current internal policies and State/Federal mortgage regulations * Review mortgage loan documents for accuracy and prepare mortgage closing packages to ensure that mortgage process is running efficiently and follows regulatory guidelines * Serve as back-up to Mortgage Funder, reviewing final signed closing packages for accuracy prior to wire request and authorization as necessary * Act as a liaison between the clients, underwriters, and organizational staff to ensure effective communication throughout multiple departments * Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: * 1+ years of real estate processing or closing experience or 2+ years of loan operations experience * Strong customer service skills * Excellent organization skills with strong attention to detail * Excellent written and verbal communication skills * Knowledge of basic mortgage lending regulatory guidelines * Proficiency with Microsoft computer applications Additional Preferred Skills: * Bachelor's degree * Experience with Empower LOS or Blend applications * Experience with Desktop Underwriting (DU) or AUS * Bilingual (English and Spanish preferred) * Experience with real estate title work and title policy endorsements * Experience and extensive knowledge of current TRID and RESPA regulations * Knowledge of legal documents related to consumer real estate Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $34k-48k yearly est. Auto-Apply 6d ago
  • Commercial Loan Closer

    Jefferson Bank 3.5company rating

    Loan specialist job in San Antonio, TX

    JOB FUNCTION: Responsible for facilitating the commercial loan closing process via timely and accurate preparation and review of commercial loan documentation. Responsible for identifying and resolving any/all issues prior to closing, and for ensuring commercial loan documentation and closing packages adhere to the loan approval, loan policy/procedures, and compliance with banking regulations. DUTIES & RESPONSIBILITIES: Responsible for ensuring commercial loan documentation packages are complete and ready for closing Responsibility and authority to deny or delay loan closing based on findings of the commercial loan documentation package review Review commercial loan packages for: Completeness, accuracy, and legality of the documentation Compliance with regulatory requirements Adherence to bank policy/procedures Adherence to all terms, conditions and requirements of the loan approval Ensure adequate approval authority is obtained Collaborate with Loan Processors, Lending Assistants and Commercial Lenders to ensure all documentation and due diligence is completed accurately prior to loan closing Makes decisions, recommendations and provides guidance to Loan Processors, Lending Assistants and Commercial Lenders for additional documentation as applicable Review for Home Mortgage Disclosure Act (HMDA) compliance, as applicable Verify flood and hazard insurance requirements are met/fulfilled, including but not limited to validation of coverage and documentation of loss payee Ensure compliance with SBA requirements, including but not limited to validation of SBA Authorization against Bank loan documents Coordinate handoff to booking and funding Maintain a thorough understanding of the documentation requirements of commercial loans and SBA loans Perform other duties as assigned Position is not remote MINIMUM QUALIFICATIONS : Work Experience 5 + years commercial loan documentation experience to include experience in commercial loan documentation review, quality control, and/or audit review Working knowledge of commercial loan documentation, loan policy, and banking regulations Strong decision making and organizational skills with attention to detail Preferred Experience (optional) Commercial loan processing Experience in closing C&I and CRE loans Experience with the LaserPro loan documentation software Experience with Jack Henry Silverlake Core Processing System and Jack Henry Synergy Imaging Working knowledge of Small Business Administration (SBA) Standard Operating Procedures Supervisory Experience NA Education/Skills Bachelor's Degree or Equivalent business experience in commercial banking loan servicing or loan administration, internal audit, risk management, quality assurance or quality control Basic accounting knowledge Strong organizational skills with the ability to work in dynamic environment, that demands the ability to manage multiple and often competing priorities Strong interpersonal skills and problem solving skills Detail oriented, with a high degree of accuracy Excellent customer service skills Equipment/Machines/Software Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, Power Point) Proficiency in Adobe Reader and various internet browsers Experience with smart device(s), dual monitors, copier, fax, scanner, phone system, printers, calculators, telephone headsets and other electronic devices Core loan processing system and imaging system experience Competency Requirements Ability to resolve conflict and provide resolution professionally and in an empathetic manner to customers Ability to work independently with minimal supervision, take initiative, and make effective decisions Ability to read and interpret loan documents & data to others Professional verbal and written communication skills, on the phone and in person Proven organizational skills with ability to multi-task and follow assigned tasks through completion Physical Requirements Must be able to reach, bend and lift files equivalent of up to 25 lbs Must be able to sit for most of the day in front of a computer Must be able to write, speak and hear to communicate with customers Must be able to read from a computer screen and other paper reports Must be able to type on keyboard Must be able to be mobile in an office environment This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs. Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status. Click the link below to be redirected to the Equal Employment Opportunity Commission's website to view the “Know Your Rights” Poster: ********************************************************************************************
    $33k-38k yearly est. Auto-Apply 50d ago
  • Mortgage Modification Specialist

    American Home Saver-Texas Mortage Assistance Program

    Loan specialist job in San Antonio, TX

    American Home Saver-TX. Mortgage Assistance "We Help Make the American Dream an Affordable Reality" ABOUT US: American Home Saver is a Home Mortgage Modification Company that has been in the business of helping homeowners with making the American Dream of Home Ownership an Affordable Reality since 2005. Our experience in processing loan modifications has placed us in the top 1% of modification company's in the nation with a 95% success ratio. Our processing staff are experts in knowing the guidelines for FNMA, FLMC, FHA, VA and CONV modifications to include HAMP and HAUP. Visit us @ ************************* Job Description American Home Saver offers the opportunity for you to start a business part-time, while maintaining the security of your full-time job. Regardless of whether you love what you're doing now, and simply need to earn additional income - or if you want to launch an entire new career - American Home Saver offers you the flexibility to decide what's best for you. American Home Saver lets you start part-time to earn a second income, or transition to a new full-time career while you keep your current full-time job. American Home Saver is a company of people helping people. As a Mortgage Modification Specialist (1099 Independent Contractor) you will be meeting face to face with homeowners that are delinquent on their mortgage and facing foreclosure (received NOD) or imminent default (no lates, but struggling to make their payments) . Your responsibility will be to fully explain how the American Home Saver-Texas Mortgage Assistance Program can help them save their home and get back on their feet. You will collect all documentation required to complete the Home Affordable Modification Program (HAMP) paystubs, mortgage statement, bank statement W-2. We will provided you with a minimum of 5 pre-qualified leads per week, however you are allowed to share our services with anyone that may be in need. There are no territory restrictions. Qualifications We are seeking individuals with a background in Home Loan Preservation to work as a independent contractor with our company. The ideal candidate should have a minimum of 1 year's experience working in Home Preservation or Loss Mitigation with Customer interaction. Must have a high school diploma / GED. Pass a criminal background check, have dependable transportation with proof of current liability insurance, access to a computer and a active smart/android cellular phone. Support: We will provide you with our leading edge web-based technology operating system to give you the tools for success. Additional Information SALARY: Commensurate with experience with excellent opportunity for advancement. Independent Contractor
    $26k-45k yearly est. 1d ago
  • Housing Loan Coordinator - Bond

    City of San Antonio, Tx 4.4company rating

    Loan specialist job in San Antonio, TX

    Under direction, is responsible for the coordination of the intake and processing of applications and program marketing for the Housing Production Program. Working conditions are primarily inside an office environment. May exercise direct supervision over assigned staff. Work Location City Tower - 100 W. Houston St., San Antonio, TX 78205 Work Hours 7:45 a.m. - 4:30 p.m., Monday - Friday Essential Job Functions * Coordinates the day to day operation of all home rehabilitation loan programs, ensuring compliance with federal, state, and local guidelines. * Reviews applications for assistance to ensure completeness and accuracy prior to processing. * Determines client's eligibility (income verification, ownership, availability of funds, property qualifications, etc). * Works with City Attorney's Office to prepare all documents required to issue commitment and schedules appointment for execution of documents. * Explains program terms and conditions of assistance to applicants and ensures understanding prior to execution. * Orders title reviews to confirm sufficient or presumed home ownership with City Attorney Office support. * Prepares legal documents for closing and ensures that all documents and follow up is complete before releasing funds for closing. * Responsible for maintaining related logs and records and preparing necessary reports. * Conducts training sessions for homeowners who wish to participate in the program and other copartners. * Performs related duties and fulfills responsibilities as required. Job Requirements * Bachelor's Degree from an accredited college or university. * Two (2) years of experience in mortgage loan processing and underwriting. Preferred Qualifications * Bilingual in English/Spanish. * Experience determining income eligibility for housing programs. * Experience in mortgage loan processing and underwriting. * Experience working within a team. Applicant Information * Unless otherwise stated, applicants are permitted to substitute two years of related full-time experience for one year of higher education or one year of related higher education for two years of experience in order to meet the minimum requirements of the job. One year of full-time experience is defined as 30 or more hours worked per week for 12 months. One year of higher education is defined as 30 credit hours completed at an accredited college or university. * Applicants selected for employment with the City of San Antonio in this position must receive satisfactory results from pre-employment drug testing and background checks. If required for the position, a physical, motor vehicle record evaluation, and additional background checks may be conducted. * Please be advised that if selected for this position, information regarding employment history as it relates to the qualifications of the position will be needed for employment verification. Applicants claiming military service to meet the experience requirement for this position may attach a DD214 to the application. * If selected for this position, official transcripts, diplomas, certifications, and licenses must be submitted at the time of processing. Unofficial transcripts and copies of other relevant documents may be attached to the application for consideration in advance. Knowledge, Skills, and Abilities * Knowledge of principles and practices of supervision, training, and personnel management * Knowledge of housing programs and assistance available to customers. * Knowledge of loan processing practices and procedures. * Skill in utilizing a personal computer and associated software programs. * Ability to operate a computer keyboard and other basic office equipment. * Ability to prepare accurate and concise reports. * Ability to communicate clearly and effectively. * Ability to establish and maintain effective working relationships with City staff and the general public.
    $34k-42k yearly est. 4d ago
  • Loan Officer - Bilingual

    Lennar Corp 4.5company rating

    Loan specialist job in San Antonio, TX

    Loan Officer - Bilingual in English & Spanish We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States. A Career that Empowers You to Build Your Future * We regularly have open Loan Officer positions all across the US. If you are a bilingual Loan Officer in CO, FL, NC, SC, TN, or TX, consider applying here!* As a Field Loan Officer at Lennar Mortgage, your role will be centered on establishing and nurturing strong relationships with clients and homebuilding associates through face-to-face interactions. You will conduct on-site meetings, engaging directly with customers, homebuilding associates, and referral sources. Your primary responsibilities include assessing financial data, guiding customers on mortgage products, and seamlessly facilitating the loan process in adherence to the Lennar Mortgage roadmap. Your presence in the field ensures personalized and hands-on support for clients seeking financial solutions. * A career with purpose. * A career built on making dreams come true. * A career built on building zero defect homes, cost management, and adherence to schedules. Your Responsibilities on the Team * Business Development and Customer Relations: Strategize and implement outside sales activities to actively contribute to the company's growth. Lead the charge in generating leads through effective prospecting, with regular visits to communities, realtors' offices, and relevant locations. Conduct regular "First Time Homebuyer Seminars" in communities to not only develop leads but also establish strong relationships with New Home Consultants and prospective/current clients. Travel and actively participate in builder and realtor functions, status meetings, phase releases, phone banks, and special events. Proactively engage with various communities to explain the Company's offerings, obtain loan applications, and attend closings. * Customer-Centric Approach: Offer tailored recommendations on the best mortgage solutions for customers' financial and individual needs. Review and lock interest rates at least fifteen days prior to closing. Maintain strict adherence to federal, state, and company regulations and guidelines throughout the loan origination process. * Lead Management and Communication: Daily review of leads, followed by proactive outreach to prospective customers via telephone and email to schedule in-person/virtual meetings. Ensure clear and timely communication with both internal and external stakeholders, maintaining open lines of dialogue. * Loan Origination and Advisory: Originate and prepare new loans meticulously, adhering to federal, state, and company regulations outlined in the "Loan Officer" agreement. Offer personalized advice and recommend the most suitable mortgage loan products aligned with customers' financial and individual needs. * Sales Support, Metrics, and Reporting: Provide crucial assistance to New Home Consultants on customer pre-qualifications, actively contributing to the development of a pipeline for outside sales. Strive to meet or exceed closed loan capture rate, spot loan objectives, and other established sales goals and metrics specified in the "Loan Officer" Agreement. Maintain detailed reports and notes within the origination computer system, facilitating a comprehensive exchange of information regarding loan applications, statuses, customer conversations, underwriting, lock-in information, monthly projected closings, incentives, and expenses. Your Toolbox * Bilingual in English and Spanish required. * Highschool Diploma or Equivalent * Four-year college degree (preferred) * Minimum of 3 years of Loan Originating experience * Valid driver's license and dependable mode of transportation * NMLS License & specific State license or be (willing to get within 30 days of employment) * Fluent in Spanish -Speaking and Writing (preferred) * Self-starter and able to work independently * Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities * A genuine passion for delivering exceptional experiences to customers * Proficient in using standard office software (e.g., Microsoft Office Suite) * Proficient in using mortgage industry software and tools Physical & Office/Site Presence Requirements: Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. Requires the ability to work in excess of eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator. Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
    $41k-62k yearly est. Auto-Apply 48d ago
  • Mortgage Loan Processor

    Farm Bureau Bank 3.7company rating

    Loan specialist job in San Antonio, TX

    Why Us? The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry. Farm Bureau Bank. Not just branches. Roots. FBB team members enjoy competitive compensation and generous benefits. * Affordable Medical, Dental and Vision coverage * Outstanding 401k - Employer match up to 5% * Paid Volunteer Hours * Accrued Paid Time Off (PTO) & Paid Holidays * Life Insurance and Long-Term Disability (company paid) * Continuing Education Opportunities * View all available benefit options at Farmbureau.bank. Hiring for an in-person role in San Antonio, Texas only, with potential for hybrid schedule after 90 days. What you'll get to do: * Help build the Farm Bureau Mortgage division. * Receive loan applications and review documents to ensure all necessary forms have been completed and comply with Underwriting, and Secondary Market Guidelines. * Make Suggestions with alternative methods to obtain satisfactory documentation when necessary. * Responsible for ordering title work, hazard insurance and appraisals. Track and monitor orders and understand appraisal timelines to complete the file. * Verify credit report, income, assets, and orders preliminary title report, appraisal, fee instructions, and all verifications necessary to complete the loan file. * Review and evaluate all documents, including tax returns using judgment to ensure loan falls within guidelines per loan program. * Determines allowable income to be used for loan calculations that comply with underwriting guidelines, including complex personal and business tax returns. * Package and submit files to lender, per originators initial set up/direction and to lender's specific process. * Manage any funding conditions, including coordinating any forms for audit/compliance packaging post-closing. * Coordinate all post approval changes, disclosures and forms as needed. Process the CD and closing requests/doc orders. Collaborate with escrow/title and lender to ensure accurate closing details. * Coordinate all 3rd party lender conditions/requirements. Such conditions include escrow/title related, appraisal, Verifications, supplements, established insurances, etc. * Communicate with borrowers, and authorized team members to satisfy loan conditions as well as the status of the loan application. * Ensures all loans are in compliance with the Bank's guidelines and external State and Federal regulations (i.e. USPAP, HMDA, RESPA, FNMA, FHLMC, and Fair Lending). Education and Experience * Must have a high school diploma or equivalent. * Must have two (2) years Loan Processing experience with mortgage products, including conventional, FHA, VA, and USDA loans. * Thorough knowledge of mortgage processing, basic underwriting skills, loan documents, insurance requirements, mortgage terminology and departmental procedure. * Thorough knowledge of Federal Regulations and regulatory agencies such as USPAP, HMDS, RESPA, FNMA, FHLMC, VA RD and Fair Lending. * Ability to maintain a tickler system.
    $42k-56k yearly est. 14d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in San Antonio, TX?

The average loan specialist in San Antonio, TX earns between $16,000 and $81,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in San Antonio, TX

$37,000

What are the biggest employers of Loan Specialists in San Antonio, TX?

The biggest employers of Loan Specialists in San Antonio, TX are:
  1. Hancock Whitney
  2. Regional Finance
  3. Sun Loan
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