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Loan specialist jobs in San Buenaventura, CA

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  • RE Branch Loan Consultant

    Schools Financial 4.2company rating

    Loan specialist job in Santa Clarita, CA

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. RE Branch Loan Consultant Scheduled Weekly Hours: 40 What You'll Be Doing This position is a base plus commission role. The base pay is $23.08 per hour. The Real Estate Branch Loan Consultant (BLC) will provide high-level support within Real Estate channels, including branches, and facilitate home-buying workshops. BLCs will assist and oversee critical origination frontline procedures, ensuring the delivery of world-class personal service to our Members. The BLC's role is pivotal in guiding Members through the home-buying journey and maintaining exceptional service standards. * Member Service Excellence: Deliver world-class personal service by assisting Members with Real Estate loan products and services in a caring, friendly, courteous, and professional manner. * Acting as Trusted Advisor: Demonstrate willingness to serve and advocate for the Member. Provide tailored financial solutions to Members, addressing their needs and concerns regarding credit union products and services and gaining agreement. Counsel and pre-qualify Members for mortgage loans and home equity loan requests. * Financial Assessment: Analyze Members' financial information, including income, assets, investments, and debts, to evaluate their credit profile while acting as a trusted advisor. Utilize software to determine the Member's borrowing capacity and repayment ability and submit loan applications through the real estate origination system. * Product Recommendation: Makes informed loan product recommendations to Members by understanding various rate/point scenarios and all aspects of mortgage loan origination, including underwriting guidelines, compliance, and documentation requirements. * Pre-Approvals and Lead Follow-up: Conduct regular follow-ups (as determined) with Members on leads/purchase pre-approvals, until the Member has decided to either commit to financing or not to proceed with SchoolsFirst FCU for their loan. * Production: Consistently meet or exceed production targets set by management, ensuring efficiency and quality at all tasks. * Pipeline Management: Manage a mortgage loan and equity pipeline, maintaining consistent documentation and communication with Members until they decide to proceed or not with obtaining a home loan. Manages a Home Equity pipeline when assisting with tandem loans or overflow volume. * Documentation Management: Collect necessary documentation from Members and provide the loan disclosure package. Collaborate with loan processors and underwriters to ensure all required supporting documentation is obtained while fostering effective communication and teamwork. * Disclosure Management: Ensures all necessary disclosures are sent to Members in compliance with regulations, fully informing them of the loan process and timelines. * Rate Lock Initiation: Guide Members through pricing options and rate lock policy and initiate rate lock requests as needed. * Honesty and Integrity: Uphold the highest professional standards by acting with integrity and making the right decisions, even when not under direct supervision. Foster a culture of trust by earning the confidence of both members and fellow team members through reliable and ethical behavior. * Compliance Adherence: Ensure compliance with all requirements of the Real Estate Department's Standard Operating Procedures (SOP). Annual review and certification. Responsible for monitoring and staying compliant, including (TIL) RESPA and Reg-B regulations. * Assist Management: Help management achieve department goals, including supporting the call center. Provide technical guidance and serve as a resource for new branch loan consultants. Engage in job shadowing to offer practical insights. * Regular Meetings: Meet with management regularly to stay aligned and informed on Credit union vision and initiatives. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required 1-3 years of previous related experience required Mortgage and equity loan origination experience in a real estate call center environment required Register with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") required Knowledge, Skills, and Abilities * Knowledgeable in loan origination guidelines as published by FNMA and FHLMC. * Concentrates on Member. * Actively listens without interrupting to build rapport with Members. * Ask clarifying questions to verify information and enhance understanding. * Paraphrases information to ensure accurate comprehension. * Identifies and prioritizes essential information effectively. * Enters data accurately within expected timelines. * Maintains a high level of accuracy in all documentation. * Summarizes conversations clearly and concisely to reinforce understanding and trust. * Proficiency in English and Spanish language skills are preferred to serve our diverse Member base better. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $23.1 hourly Auto-Apply 21d ago
  • Home Loan Specialist III

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data and document validation Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite processing and/or issue resolution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 17d ago
  • Loan Specialist

    Teksystems 4.4company rating

    Loan specialist job in Moorpark, CA

    Responsibilities: The Home Loan Specialist is an entry-level role supporting various channels. As a key contributor, you will help facilitate efficient and effective processes that support business and customer service objectives. Key Responsibilities: Perform routine data entry and validation tasks Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.) Review and validate loan documents, including credit reports, tax documents, and loan applications Act as the first team to receive and structure loan files, ensuring completeness and accuracy Communicate effectively with internal teams and external partners Handle routine calls, emails, and/or chat responses Monitor work queues and intervene as needed Perform other related duties as required and assigned Demonstrate behaviors aligned with the organization's culture and values Top 3 Skill Sets: Loan Structuring & Document Review - Ability to understand and organize loan files, review credit, tax, and income documentation, and ensure compliance with lending guidelines. Team Collaboration & Communication - Strong interpersonal and communication skills to work effectively across departments and with third-party vendors. System Proficiency & Financial Acumen - Comfortable using loan origination systems (e.g., Encompass), with a foundational understanding of finance; a finance degree is a plus. Qualifications: Associate's degree or equivalent work experience (Finance degree preferred) Proficiency in Microsoft Office and loan origination systems (e.g., Encompass) Financial services and mortgage industry experience preferred General understanding of applicable Federal, State, and Local regulations Strong attention to detail and organizational skills Additional Skills & Qualifications Good communication Attentions to details Experience Level Entry Level Job Type & Location This is a Contract to Hire position based out of Moorpark, CA. Pay and Benefits The pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Moorpark,CA. Application Deadline This position is anticipated to close on Dec 23, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $23-23 hourly 5d ago
  • Sr. Servicing Loan Boarding Analyst

    Western Alliance Bank 4.9company rating

    Loan specialist job in Westlake Village, CA

    Job Title: Sr. Servicing Loan Boarding Analyst What you'll do: As a Servicing Loan Boarding Analyst, you'll be responsible for managing the day-to-day activities of loan boardings, including, and not limited to, facilitating the flow of data between AmeriHome's correspondent sellers, retail originations, and the subservicing vendor. Ensure timely boarding of loans purchased and funded daily. Cure boarding exception within the daily boarding file. Work with operations, business intelligence and sub-servicer to resolve data discrepancies. Validate that data mapping to sub-servicer's system matches data to AmeriHome's system of record and loan documents. Facilitate accuracy of daily wires. Transfer of escrow funds to sub-servicers within compliance guidelines. Section 404 letter generation and monitoring. Must understand Section 404 requirements. Verify and report discrepancies on Ginnie Mae monthly reports. Collect and analyze data to detect data discrepancies, and non-compliance with GNMA regulations. Submit correction and monitor for compliance and completion. Report on findings and trends for management. Monitor and validate sub-servicer's loan delivery to an investor agency. Investigate, reconcile, and provide timely resolution to all issues and exceptions. Communicate effectively with Sub-Servicing group. Report on findings and trends for management. Coordinate delivery to sub servicers of loan image files. Ensure updates to HUD Holder IDs. Monitor sellers for timely and accurate RESPA “goodbye” letters. Tax and Insurance research and correction. Property Tax including and not limited to; knowledge of legal descriptions, plat maps/parcels, understanding ELD dates. Homeowners Insurance, understanding of coverage requirements. Develop creative problem-solving techniques to reduce issues. Prepare management reports reflecting any potential exposure. Track and identify areas of improvement. Various on-going research projects related to agency issues, seller issues, loan level discrepancies, and MI issues. Research, verify and submit Post Purchase Corrections. Work closely with internal departments to identify, research, and validate Post Purchase corrections. Report findings and trends for management. Create and update policies and procedures. Monitor and resolve FHA MIP delinquency issues. Continuously seek process improvement, including streamlining and automating of manual processes. Respond timely to customers (internal and external), sellers, and sub-servicer requests via email and telephone, assisting in research when appropriate. Perform other duties as assigned by Servicing Management. What you'll need: 5+ years of related experience. High school diploma required. Intermediate to advanced knowledge of residential mortgage industry in Correspondent or Retail Lending, including sales, operations, capital markets and/or other residential mortgage products and services. Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Intermediate to advanced knowledge of loan servicing. In-depth knowledge of applicable servicing function preferred. Advanced experience with Microsoft Word and Excel. Advanced speaking and writing communication skills. Compensation: Salary range for new hires is generally $36.00 - $48.00 for Westlake Village, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation
    $36-48 hourly 30d ago
  • Loan Officer - Auto Finance

    Hankey Group External

    Loan specialist job in Agoura Hills, CA

    Westlake Financial is the largest privately held auto finance company in the Nation. We are committed to growing and strengthening our organization by hiring the people that make Westlake World (our culture) what it is. Through hiring the best fitting applicant and supporting our people in further developing their skills, we transition our Applicants into Westlake Warriors (our people). With 30% YOY growth and assets of 2.26 Billion, we are always looking to acquire talented individuals as we expand our presence in the Auto Finance Industry. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 22,000 dealer partners throughout North America. Why Join Westlake Financial? Westlake Financial is a leader in the auto finance industry, providing innovative and flexible lending solutions to our clients. We value our employees and offer opportunities for growth, a dynamic work environment, and a commitment to diversity and inclusion. If you're passionate about helping people achieve their financial goals and enjoy working in a collaborative, high-energy environment, we'd love to have you join our team. Job Summary Westlake Financial Services is seeking a dedicated and results-driven Loan Officer to join our Auto Finance team. As a Loan Officer, you will play a critical role in our lending process, working closely with car dealerships and clients to assess and approve auto loans. You will be responsible for evaluating loan applications, making informed lending decisions, and providing exceptional customer service to help clients achieve their vehicle financing needs. Key Responsibilities Loan Origination: Review and process auto loan applications, ensuring they meet company and regulatory requirements. Application Analysis: Analyze applicants' financial backgrounds, credit histories, and other relevant information to assess risk and determine loan eligibility. Decision Making: Make loan approval or rejection decisions based on financial data, risk analysis, and company guidelines. Relationship Management: Build and maintain strong relationships with car dealerships, providing guidance on Westlake Financial Services' loan products and criteria. Compliance and Documentation: Ensure all loan files comply with state and federal lending regulations, complete all necessary documentation, and update loan records accurately. Customer Support: Provide excellent customer service to clients by addressing inquiries, assisting with loan requirements, and offering financial guidance. Sales Collaboration: Work closely with the sales team to maximize loan opportunities, support marketing initiatives, and promote our products to new and existing clients. Reporting: Regularly report on loan performance, application volume, and approval/decline rates to provide insights and support business objectives. Requirements Experience: 2-4 years of experience in loan origination or underwriting, preferably in auto finance or consumer lending. Education: Bachelor's degree in finance, business, or a related field (preferred) or equivalent experience. Skills: Strong analytical skills with the ability to assess financial data and make sound lending decisions. Excellent communication skills, both verbal and written, to effectively interact with dealerships, clients, and internal teams. High level of attention to detail, ensuring accuracy in documentation and compliance with regulatory standards. Proficiency in financial software, loan origination systems, and Microsoft Office Suite (Excel, Word, Outlook). Knowledge: In-depth knowledge of auto finance lending practices, credit analysis, and risk assessment. Familiarity with state and federal regulations governing consumer lending. Understanding of credit scoring models and loan approval criteria. Attributes: Strong customer service orientation with a commitment to client satisfaction. Ability to work independently, meet deadlines, and manage multiple tasks in a fast-paced environment. Results-oriented with a proactive approach to identifying opportunities for loan growth and process improvements. Preferred Qualifications Experience working with car dealerships and a network of automotive industry contacts. Knowledge of Westlake Financial Services' products and processes. COMPENSATION PLAN Annual Total Comp $110,000.00 = Total max comp with monthly bonuses Annual Base $47,985.60 = $23.07/hr The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable. FULL TIME BENEFITS Medical, Dental, and Vision benefits Life Insurance and Long-term disability plans Flexible Spending Account 401K matching Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching Wellness Programs Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only) Career Path Opportunities Discounts on Parks, Museums, Movie Tickets, and Attractions Annual Flu Shot Paid Vacations Days Paid Sick days Paid holidays HGym (available in our Los Angeles, CA & Dallas,TX office) Rental Car Discounts, Dell Member Purchase Program UKG Wallet CONTACT US ****************************************** ACKNOWLEDGMENTS We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.
    $48k-110k yearly 60d+ ago
  • RE Branch Loan Consultant

    Schoolsfirst Fcu 4.4company rating

    Loan specialist job in Santa Clarita, CA

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. RE Branch Loan Consultant Scheduled Weekly Hours: 40What You'll Be DoingThis position is a base plus commission role. The base pay is $23.08 per hour. The Real Estate Branch Loan Consultant (BLC) will provide high-level support within Real Estate channels, including branches, and facilitate home-buying workshops. BLCs will assist and oversee critical origination frontline procedures, ensuring the delivery of world-class personal service to our Members. The BLC's role is pivotal in guiding Members through the home-buying journey and maintaining exceptional service standards. Member Service Excellence: Deliver world-class personal service by assisting Members with Real Estate loan products and services in a caring, friendly, courteous, and professional manner. Acting as Trusted Advisor: Demonstrate willingness to serve and advocate for the Member. Provide tailored financial solutions to Members, addressing their needs and concerns regarding credit union products and services and gaining agreement. Counsel and pre-qualify Members for mortgage loans and home equity loan requests. Financial Assessment: Analyze Members' financial information, including income, assets, investments, and debts, to evaluate their credit profile while acting as a trusted advisor. Utilize software to determine the Member's borrowing capacity and repayment ability and submit loan applications through the real estate origination system. Product Recommendation: Makes informed loan product recommendations to Members by understanding various rate/point scenarios and all aspects of mortgage loan origination, including underwriting guidelines, compliance, and documentation requirements. Pre-Approvals and Lead Follow-up: Conduct regular follow-ups (as determined) with Members on leads/purchase pre-approvals, until the Member has decided to either commit to financing or not to proceed with SchoolsFirst FCU for their loan. Production: Consistently meet or exceed production targets set by management, ensuring efficiency and quality at all tasks. Pipeline Management: Manage a mortgage loan and equity pipeline, maintaining consistent documentation and communication with Members until they decide to proceed or not with obtaining a home loan. Manages a Home Equity pipeline when assisting with tandem loans or overflow volume. Documentation Management: Collect necessary documentation from Members and provide the loan disclosure package. Collaborate with loan processors and underwriters to ensure all required supporting documentation is obtained while fostering effective communication and teamwork. Disclosure Management: Ensures all necessary disclosures are sent to Members in compliance with regulations, fully informing them of the loan process and timelines. Rate Lock Initiation: Guide Members through pricing options and rate lock policy and initiate rate lock requests as needed. Honesty and Integrity: Uphold the highest professional standards by acting with integrity and making the right decisions, even when not under direct supervision. Foster a culture of trust by earning the confidence of both members and fellow team members through reliable and ethical behavior. Compliance Adherence: Ensure compliance with all requirements of the Real Estate Department's Standard Operating Procedures (SOP). Annual review and certification. Responsible for monitoring and staying compliant, including (TIL) RESPA and Reg-B regulations. Assist Management: Help management achieve department goals, including supporting the call center. Provide technical guidance and serve as a resource for new branch loan consultants. Engage in job shadowing to offer practical insights. Regular Meetings: Meet with management regularly to stay aligned and informed on Credit union vision and initiatives. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required 1-3 years of previous related experience required Mortgage and equity loan origination experience in a real estate call center environment required Register with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") required Knowledge, Skills, and Abilities Knowledgeable in loan origination guidelines as published by FNMA and FHLMC. Concentrates on Member. Actively listens without interrupting to build rapport with Members. Ask clarifying questions to verify information and enhance understanding. Paraphrases information to ensure accurate comprehension. Identifies and prioritizes essential information effectively. Enters data accurately within expected timelines. Maintains a high level of accuracy in all documentation. Summarizes conversations clearly and concisely to reinforce understanding and trust. Proficiency in English and Spanish language skills are preferred to serve our diverse Member base better. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $23.1 hourly Auto-Apply 22d ago
  • Loan Processor

    Insight Global

    Loan specialist job in Moorpark, CA

    Insight Global is looking to hire a Loan Processor in Moorpark, Cali. This position is onsite Monday - Friday from 8am-5pm PST. In this role, you will be responsible for reviewing pay stubs and income statements. You will be working with FHA, VA, and conventional loans. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements Encompass Experience Knowledgeable/up to speed on the guidelines 2 years of mortgage processing experience Ability to review income documents, and analyze bank statements, W2s, and paystubs Proficient with Google Office Suite
    $38k-55k yearly est. 10d ago
  • Loan Officer

    Priority Financial Network 4.0company rating

    Loan specialist job in Calabasas, CA

    PFN Lending Group, Inc. is looking for independent / self generating loan officers to partner with us! We are seeking a highly motivated and experienced Loan Officer to join our dynamic team at PFN Lending Group, Inc. As a Loan Officer, you will play a crucial role in assisting clients in obtaining loans to fulfill their financial needs. You will be responsible for evaluating loan applications, assessing creditworthiness, and providing financial guidance to clients throughout the loan process. Responsibilities Assess loan applications: Review loan applications and supporting documentation to determine eligibility and creditworthiness of applicants. Conduct financial analysis: Analyze financial statements, credit history, and other relevant information to evaluate risk and make informed lending decisions. Provide loan options: Present various loan options to clients based on their needs and financial capabilities, explaining terms, conditions, and repayment plans. Collaborate with clients: Build and maintain strong relationships with clients, providing exceptional customer service and addressing their questions or concerns regarding the loan process. Maintain compliance: Ensure compliance with regulatory requirements, internal policies, and industry best practices, including the accurate completion of loan documentation. Stay updated on industry trends: Keep abreast of changes in lending regulations, market conditions, and industry practices to provide up-to-date advice to clients and identify potential business opportunities. Achieve sales targets: Meet or exceed individual and team sales targets by actively promoting loan products and identifying cross-selling opportunities within the organization. Collaborate with underwriters: Work closely with underwriting teams to facilitate the loan approval process, providing necessary information and addressing any queries or additional requirements. Document loan files: Prepare and maintain accurate and complete loan files, ensuring all necessary documentation is collected, verified, and securely stored. Qualifications Bachelor's degree in finance, economics, business administration, or a related field (or equivalent work experience). Proven experience as a Loan Officer or in a similar lending role. Strong understanding of lending principles, credit analysis, and financial regulations. Excellent communication and interpersonal skills to effectively interact with clients and colleagues. Ability to multitask, prioritize, and manage time efficiently in a fast-paced environment. Proficiency in using loan origination software and MS Office applications. Knowledge of current market trends, products, and competitors in the lending industry. High level of integrity, professionalism, and confidentiality. Relevant certifications or licenses (e.g., NMLS license) are required. If you are passionate about helping individuals achieve their financial goals, possess exceptional analytical skills, and thrive in a results-oriented environment, please apply! We would love to hear from you. PFN Lending Group, Inc. is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. Pay Range USD $0.00 - USD $0.00 /Yr.
    $35k-54k yearly est. Auto-Apply 60d+ ago
  • Sr. Servicing Loan Boarding Analyst

    Amerihome Mortgage Company 4.0company rating

    Loan specialist job in Westlake Village, CA

    Job Title: Sr. Servicing Loan Boarding Analyst What you'll do: As a Servicing Loan Boarding Analyst, you'll be responsible for managing the day-to-day activities of loan boardings, including, and not limited to, facilitating the flow of data between AmeriHome's correspondent sellers, retail originations, and the subservicing vendor. * Ensure timely boarding of loans purchased and funded daily. * Cure boarding exception within the daily boarding file. Work with operations, business intelligence and sub-servicer to resolve data discrepancies. * Validate that data mapping to sub-servicer's system matches data to AmeriHome's system of record and loan documents. * Facilitate accuracy of daily wires. * Transfer of escrow funds to sub-servicers within compliance guidelines. * Section 404 letter generation and monitoring. Must understand Section 404 requirements. * Verify and report discrepancies on Ginnie Mae monthly reports. Collect and analyze data to detect data discrepancies, and non-compliance with GNMA regulations. Submit correction and monitor for compliance and completion. Report on findings and trends for management. * Monitor and validate sub-servicer's loan delivery to an investor agency. Investigate, reconcile, and provide timely resolution to all issues and exceptions. Communicate effectively with Sub-Servicing group. Report on findings and trends for management. * Coordinate delivery to sub servicers of loan image files. * Ensure updates to HUD Holder IDs. * Monitor sellers for timely and accurate RESPA "goodbye" letters. * Tax and Insurance research and correction. Property Tax including and not limited to; knowledge of legal descriptions, plat maps/parcels, understanding ELD dates. Homeowners Insurance, understanding of coverage requirements. Develop creative problem-solving techniques to reduce issues. Prepare management reports reflecting any potential exposure. Track and identify areas of improvement. * Various on-going research projects related to agency issues, seller issues, loan level discrepancies, and MI issues. * Research, verify and submit Post Purchase Corrections. Work closely with internal departments to identify, research, and validate Post Purchase corrections. Report findings and trends for management. * Create and update policies and procedures. * Monitor and resolve FHA MIP delinquency issues. * Continuously seek process improvement, including streamlining and automating of manual processes. * Respond timely to customers (internal and external), sellers, and sub-servicer requests via email and telephone, assisting in research when appropriate. * Perform other duties as assigned by Servicing Management. What you'll need: * 5+ years of related experience. * High school diploma required. * Intermediate to advanced knowledge of residential mortgage industry in Correspondent or Retail Lending, including sales, operations, capital markets and/or other residential mortgage products and services. * Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. * Intermediate to advanced knowledge of loan servicing. * In-depth knowledge of applicable servicing function preferred. * Advanced experience with Microsoft Word and Excel. * Advanced speaking and writing communication skills. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation
    $39k-55k yearly est. Auto-Apply 31d ago
  • Mortgage Loan Processor (PPR) (Westlake Village, CA)

    Agility 360

    Loan specialist job in Westlake Village, CA

    Mortgage Loan Processor (PPR) - Westlake Village, CA Agility 360 is searching for experienced Mortgage Loan Processor (PPR) for a 6-month contract position with our growing client. The ideal candidates will posses a strong background in a retail lending environment. Must be familiar with regulatory compliance and strong aptitude for detail, accuracy, and organization. Job Responsibilities: Process residential mortgage loan files from initial application to funding, ensuring timely and accurate packaging of all loans originated by our loan officers Review loan application and gather loan documents from the customer and third parties in support of the loan approval process, according to AUS findings, program parameters and investor guidelines Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company and/or investor policies Confirm that data entry in Encompass matches all loan documentation in the file Successfully work with Loan Officers, Underwriters and Funders to ensure that loan files are submitted to underwriting within expected timelines and that loan conditions are met as required throughout each stage of the loan process Build rapport with borrowers and provide on-going communication to the customer regarding loan status Work closely with the Loan Officer to finalize loan structure and ensure accurate figures for the Closing Disclosure to be generated Prepare file for loan closing and coordinate with all necessary parties involved Ensure lock and closing dates are met Any other assigned duties, as needed Experience: Must have a High School Diploma or GED equivalent Minimum of 5 years of experience in Mortgage Processing Strong working knowledge for Encompass Must be well versed in FNMA, FHLMC, FHA, and VA guidelines Adept at calculating income from salaried and self-employed borrowers Proficiency with DU and LP, FHA Connection and VA Portal Knowledge of TRID and compliance Excellent interpersonal, verbal and written communication skills Strong customer service skills - ability to build rapport quickly Strong aptitude for detail, accuracy, and organization Ability to work in a high-volume environment Job Details: 6-month contract with a growing lender Schedule: Hybrid (M-Th: in office, F: remote) Location: Westlake Village, CA Pay range: Based on experience Employment is contingent on passing a background check and drug screening
    $47k-68k yearly est. 60d+ ago
  • Home Loan Specialist III

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data and document validation Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite processing and/or issue resolution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 47d ago
  • Sr. Servicing Loan Boarding Analyst

    Western Alliance Bancorporation 4.9company rating

    Loan specialist job in Westlake Village, CA

    Job Title: Sr. Servicing Loan Boarding Analyst What you'll do: As a Servicing Loan Boarding Analyst, you'll be responsible for managing the day-to-day activities of loan boardings, including, and not limited to, facilitating the flow of data between AmeriHome's correspondent sellers, retail originations, and the subservicing vendor. * Ensure timely boarding of loans purchased and funded daily. * Cure boarding exception within the daily boarding file. Work with operations, business intelligence and sub-servicer to resolve data discrepancies. * Validate that data mapping to sub-servicer's system matches data to AmeriHome's system of record and loan documents. * Facilitate accuracy of daily wires. * Transfer of escrow funds to sub-servicers within compliance guidelines. * Section 404 letter generation and monitoring. Must understand Section 404 requirements. * Verify and report discrepancies on Ginnie Mae monthly reports. Collect and analyze data to detect data discrepancies, and non-compliance with GNMA regulations. Submit correction and monitor for compliance and completion. Report on findings and trends for management. * Monitor and validate sub-servicer's loan delivery to an investor agency. Investigate, reconcile, and provide timely resolution to all issues and exceptions. Communicate effectively with Sub-Servicing group. Report on findings and trends for management. * Coordinate delivery to sub servicers of loan image files. * Ensure updates to HUD Holder IDs. * Monitor sellers for timely and accurate RESPA "goodbye" letters. * Tax and Insurance research and correction. Property Tax including and not limited to; knowledge of legal descriptions, plat maps/parcels, understanding ELD dates. Homeowners Insurance, understanding of coverage requirements. Develop creative problem-solving techniques to reduce issues. Prepare management reports reflecting any potential exposure. Track and identify areas of improvement. * Various on-going research projects related to agency issues, seller issues, loan level discrepancies, and MI issues. * Research, verify and submit Post Purchase Corrections. Work closely with internal departments to identify, research, and validate Post Purchase corrections. Report findings and trends for management. * Create and update policies and procedures. * Monitor and resolve FHA MIP delinquency issues. * Continuously seek process improvement, including streamlining and automating of manual processes. * Respond timely to customers (internal and external), sellers, and sub-servicer requests via email and telephone, assisting in research when appropriate. * Perform other duties as assigned by Servicing Management. What you'll need: * 5+ years of related experience. * High school diploma required. * Intermediate to advanced knowledge of residential mortgage industry in Correspondent or Retail Lending, including sales, operations, capital markets and/or other residential mortgage products and services. * Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. * Intermediate to advanced knowledge of loan servicing. * In-depth knowledge of applicable servicing function preferred. * Advanced experience with Microsoft Word and Excel. * Advanced speaking and writing communication skills. Compensation: Salary range for new hires is generally $36.00 - $48.00 for Westlake Village, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation
    $36-48 hourly Auto-Apply 31d ago
  • Mortgage Loan Processor

    Teksystems 4.4company rating

    Loan specialist job in Moorpark, CA

    As a key member of our restructuring team, the Loan Processor plays a vital role in ensuring compliance with investor and loan guidelines. This position requires a keen attention to detail and the ability to assess credit conditions effectively. **Key Responsibilities:** - Evaluate and process loan applications, ensuring all necessary conditions are met before proceeding. - Halt processing if credit checks reveal issues or if specific conditions are not satisfied. - Review and rework loan applications as needed to meet investor guidelines. - Ensure adherence to investor guidelines, particularly regarding Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios. - Collaborate with team members to maintain compliance with all regulatory and investor requirements. **Qualifications:** - Strong understanding of loan processing and investor guidelines. - Excellent analytical skills to assess DTI and LTV requirements. - Ability to work collaboratively in a team-focused environment. Job Type & Location This is a Contract to Hire position based out of Moorpark, CA. Pay and Benefits The pay range for this position is $26.00 - $26.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Moorpark,CA. Application Deadline This position is anticipated to close on Dec 23, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $26-26 hourly 5d ago
  • Loan Officer

    Priority Financial Network 4.0company rating

    Loan specialist job in Calabasas, CA

    PFN Lending Group, Inc. is looking for independent / self generating loan officers to partner with us! We are seeking a highly motivated and experienced Loan Officer to join our dynamic team at PFN Lending Group, Inc. As a Loan Officer, you will play a crucial role in assisting clients in obtaining loans to fulfill their financial needs. You will be responsible for evaluating loan applications, assessing creditworthiness, and providing financial guidance to clients throughout the loan process. Responsibilities Assess loan applications: Review loan applications and supporting documentation to determine eligibility and creditworthiness of applicants. Conduct financial analysis: Analyze financial statements, credit history, and other relevant information to evaluate risk and make informed lending decisions. Provide loan options: Present various loan options to clients based on their needs and financial capabilities, explaining terms, conditions, and repayment plans. Collaborate with clients: Build and maintain strong relationships with clients, providing exceptional customer service and addressing their questions or concerns regarding the loan process. Maintain compliance: Ensure compliance with regulatory requirements, internal policies, and industry best practices, including the accurate completion of loan documentation. Stay updated on industry trends: Keep abreast of changes in lending regulations, market conditions, and industry practices to provide up-to-date advice to clients and identify potential business opportunities. Achieve sales targets: Meet or exceed individual and team sales targets by actively promoting loan products and identifying cross-selling opportunities within the organization. Collaborate with underwriters: Work closely with underwriting teams to facilitate the loan approval process, providing necessary information and addressing any queries or additional requirements. Document loan files: Prepare and maintain accurate and complete loan files, ensuring all necessary documentation is collected, verified, and securely stored. Qualifications Bachelor's degree in finance, economics, business administration, or a related field (or equivalent work experience). Proven experience as a Loan Officer or in a similar lending role. Strong understanding of lending principles, credit analysis, and financial regulations. Excellent communication and interpersonal skills to effectively interact with clients and colleagues. Ability to multitask, prioritize, and manage time efficiently in a fast-paced environment. Proficiency in using loan origination software and MS Office applications. Knowledge of current market trends, products, and competitors in the lending industry. High level of integrity, professionalism, and confidentiality. Relevant certifications or licenses (e.g., NMLS license) are required. If you are passionate about helping individuals achieve their financial goals, possess exceptional analytical skills, and thrive in a results-oriented environment, please apply! We would love to hear from you. PFN Lending Group, Inc. is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. Pay Range USD $0.00 - USD $0.00 /Yr.
    $35k-54k yearly est. Auto-Apply 60d+ ago
  • Home Loan Specialist II

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data and document validation Troubleshoot third party orders (title, appraisal, hazard, flood cert, credit, etc. ) Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE
    $40k-60k yearly Auto-Apply 17d ago
  • Home Loan Specialist I

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist is an entry level role supporting various Channels. As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform routine data entry and validation tasks Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc. ) Review and validate loan documents Handle routine calls, emails and/or chat responses Monitor work queues and intervening as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $39,000 - $55,000 Work Model OFFICE
    $39k-55k yearly Auto-Apply 28d ago
  • Closer II, Mortgage

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Mortgage Closer II will be responsible for supporting the Closing function within multiple Channels. As the Mortgage Closer II, you will act as a key contributor to ensure timely closings of mortgage loans while ensuring efficient and effective processes are followed while meeting customer service objectives. The Mortgage Closer II will: Prepare Closing Documents, including the balancing of the Initial and Final Closing Disclosure Provide assistance in escalated scenarios and mentorship of fellow team members Be detail oriented while delivering exceptional customer service Actively engage with various parties to the transaction, including both internal and external resources Handle routine calls, emails and/or chat responses Execute daily work queues and escalate as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Minimum 3 years of Mortgage Closing experience required Understanding of investor requirements and regulatory standards A passion for helping customers achieve their financial and homeownership goals Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $50,000 - $75,000 Work Model OFFICE
    $50k-75k yearly Auto-Apply 17d ago
  • Closer II, Rtl Loan Fund

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day Retail Loan Closer Funder II is responsible for the successful and compliant disbursement conclusion of the first mortgage loan closing process. The Retail Loan Closer Funder II will: Reviews executed loan closing documents Verifies accuracy and consistency of specifications on documents Ensures mortgage loans close in accordance with company and investor policies and requirements Clears any Prior to Funding mortgage loan approval conditions Orders the wire Authorizes the disbursement of funds Partners with the Closer - Doc Drawer to resolve outstanding account payables Performs other related duties as required and assigned Demonstrates behaviors which are aligned with the organization's desired culture and values What You'll Bring Previous mortgage banking experience is preferred, with basic familiarity with the lending process from application through funding Familiarity with Encompass loan processing software is a plus Expected to develop a working knowledge of federal and state mandated consumer disclosures requirements (such as the Good-Faith-Estimate; the Mortgage Servicing Disclosure Statement; and Truth-In-Lending Disclosure Statement) and remain alert to consumer disclosure issues that arise during loan closing Positive and cooperative attitude Comfortable working in a fast-paced deadline oriented environment; enjoy multi-tasking; have the ability to change priorities quickly as time-sensitive needs arise; and are able to adapt to a fluctuating workflow, particularly during periods of high loan volume Successful candidate will remain calm and courteous when dealing with impending deadlines Must be highly proficient in Excel and Word Must be a team player with strong attention to detail and able to work independently Proven track record at delivering timely and accurate information in a fast-paced environment Excellent critical thinking, problem solving, mathematical skills and sound judgment Financial Services and, if possible, mortgage industry experience preferred Strong business acumen and ability to interface with executive management Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 19d ago
  • Closer I, Mortgage

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Mortgage Closer will be responsible for supporting the Closing function within multiple Channels. As the Mortgage Closer, you will act as a key contributor to ensure timely closings of mortgage loans while ensuring efficient and effective processes are followed while meeting customer service objectives. The Mortgage Closer will: Prepare Closing Documents, including the balancing of the Initial and Final Closing Disclosure Be detail oriented while delivering exceptional customer service Actively engage with various parties to the transaction, including both internal and external resources Handle routine calls, emails and/or chat responses Execute daily work queues and escalate as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Closing experience preferred, Mortgage industry experience required Understanding of investor requirements and regulatory standards A passion for helping customers achieve their financial and homeownership goals Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 17d ago
  • Retail Loan Funding Closer

    Pennymac 4.7company rating

    Loan specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Retail Loan Funding Closer is responsible for the successful and compliant disbursement conclusion of the first mortgage loan closing process. The Retail Loan Funding Closer will: Review executed loan closing documents Verify accuracy and consistency of specifications on documents Ensure mortgage loans close in accordance with company and investor policies and requirements Clear any Prior to Funding mortgage loan approval conditions Authorize the disbursement of funds Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Previous mortgage banking experience is preferred, with basic familiarity with the lending process from application through funding Must be highly proficient in Excel and Word Must be a team player with strong attention to detail and able to work independently Proven track record at delivering timely and accurate information in a fast-paced environment Excellent critical thinking, problem solving, mathematical skills and sound judgment Financial Services and, if possible, mortgage industry experience preferred Strong business acumen and ability to interface with executive management Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE
    $40k-60k yearly Auto-Apply 17d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in San Buenaventura, CA?

The average loan specialist in San Buenaventura, CA earns between $20,000 and $76,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in San Buenaventura, CA

$39,000
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