Loan specialist jobs in San Jose, CA

Who We Are: Real (Nasdaq: REAX) is a publicly traded, fast-growing global real estate brokerage powered by technology and driven by people. Since our founding in 2014, we've been reimagining the residential real estate experience. With operations across the U.S., Canada, India, and the District of Columbia, we're leading the industry with our cutting-edge platform that empowers agents, simplifies the buying and selling journey, and unlocks greater financial opportunities. At Real, we believe in pairing Tech x Humanity to create something truly different. Learn more at ************************ Work Schedule: This position follows a Monday-Friday schedule during standard business hours aligned to Pacific Standard Time (PST). Occasional flexibility may be required based on business needs. About the Role: The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications-including calls, emails, and chat messages-with agents, clients, loan officers, title companies, and other stakeholders. The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing. The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication. What You'll Do: Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process. Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident. Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines. Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant-communicating requirements clearly to clients and all parties involved. Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system. Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience. Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing. Providing additional support functions as may be needed. What You'll Bring: Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily. Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly. Organized and detail-oriented; able to manage multiple loan files and competing priorities effectively. Proven ability to deliver exceptional customer service and maintain composure under pressure. Proficiency with Microsoft Office and comfort working in loan origination or CRM systems. Education & Experience: High school diploma or equivalent required; college coursework or degree preferred. Minimum of 5+ years of experience in the mortgage industry required. Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process. Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy. Familiarity with loan origination software (LOS) and CRM systems is highly desirable. How We Work: Our Operating Principles Our Operating Principles are the blueprint of Real's culture. They guide how we show up, make decisions, and bring our mission to life every day: Be Agent Obsessed: We design every decision around creating value for our agents and their clients. Move Fast with Purpose: We act with urgency, clarity, and focus-without compromising our standards. Own Your Outcome: Effort matters, but results matter more. We adapt, learn, and improve. Be Bold; Challenge Often: We challenge assumptions, rethink “the usual,” and push for smarter, simpler solutions. Win Together: We set high standards, collaborate deeply, and celebrate shared success. Additional Details: Location Requirements: Candidates must be based in U.S., to be considered. Physical Requirements: Ability to sit for long periods of time. Our Commitment: One Real Mortgage Inc is proud to be an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees. We welcome applicants of all backgrounds and identities, and we do not discriminate on the basis of race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, age, marital or family status, disability, citizenship, veteran status, or any other status protected by applicable law.

Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience Minimum 1-3 years of experience originating and/or processing conventional mortgages Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements Working knowledge of FNMA lending guidelines Strong pipeline management skills Working knowledge of various Loan Origination Systems Ability to effectively multi-task and process a large volume of work Credit Union work experience highly desirable but not necessary Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations What you'll DO: Process incoming mortgage loans from initial application to funding. Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines. Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members. Daily communication with Members and internal staff Provide additional support to the residential lending team. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! About Hanover Street Capital Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management. Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures. Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers. Hanover is a wholly owned subsidiary of SitusAMC. Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types. Specific responsibilities include: Participating in all aspects of loan origination Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies Modeling asset level cash flows using ARGUS Enterprise and Excel Performing market, property and sponsor due diligence (KYC) Writing internal investment summaries and credit memos Qualifications sought: Demonstrable interest in real estate Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience Strong quantitative and analytical skills Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required Relevant experience includes, but is not limited to: debt financing transactions in commercial real estate, corporate finance, or private equity commercial real estate asset valuation due diligence and transaction execution building and maintaining financial models researching, preparing, and updating industry/company presentations deriving financing capacities, scenario analyses, collateral data analyses Highly developed organizational and project/time-management skills Excellent communication, presentation, and business writing skills under pressure A strong commitment to integrity, professionalism, and Hanover's guiding principles A demonstrable ability to work effectively with team members in diverse groups and regions Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100,000.00 - $110,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

Loan Servicer Rep (Redwood City, CA) Provide outstanding service to members on servicing-related issues from point of funding to payoff by handling member inquiries in a courteous and efficient manner. Provide technical support in all aspects of loan servicing to maintain compliance with all applicable laws and ensure a low level of departmental errors and losses. Perform thorough reviews, analysis and adjustments of accounts as deemed necessary to ensure account and system accuracy. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: * Listen * Get Better * Do What's Right Essential Function: Be proficient in and accurately perform the following core functions: * Answering and resolving member service requests by phone, mail, secure e-mail * Perform standard FHLMC/FNMA Seller/Servicer servicing activities including delivery, loan-level reporting, remitting and delinquency reporting * Boarding of 1st and 2nd mortgage loans * Payment processing and teller balancing * Escrow account disclosure, disbursement and analysis * Insurance monitoring for mortgage and consumer loans * Property tax and insurance requirements * PMI disbursement, notification and cancellation requirements * IRS loan interest reporting and disclosure requirements * Adjustable Rate Mortgage rate adjustment process * Payoff and reconveyance processing * Loan interest calculation * Provident mortgage lending policies and procedures * Perform FHLMC/FNMA Seller/Servicer functions within the investor required guidelines and timeframes. * Assist in all aspects of quality control process for investor and portfolio loans including pre-funding and post-funding audits * Provide accurate and clear explanation of loan disclosures and statements to members and internal departments. * Verify accuracy of loan records through periodic audit and analysis of loan data. * Perform research requests and adjustments received from internal departments and service centers. * Maintain current knowledge of operations, servicing mechanics, procedures, rule changes and regulatory guideline changes * Ensure all scheduled ARM interest rate disclosures and changes are processed in compliance with the terms of the promissory note. * Monitor and process timely escrow analysis disclosure and applicable refunds for impounded loans in compliance with RESPA. * Assist management and other Loan Service personnel with special assignments, projects and other related duties as required or assigned. QUALIFICATIONS: Education/Knowledge/Skills/Abilities: * High School diploma, some college preferred * 1-2 years of experience in residential mortgage loan service operations with a customer service emphasis or comparable experience * Knowledge of core servicing functions * Knowledgeable in general operating areas * Knowledge of loan servicing systems and programs * Organizational skills * Mathematical aptitude * Clerical aptitude and analytical reasoning skills * Listening and speaking skills. * Written communication skills. * Ability and willingness to consistently provide outstanding service to all members and Provident employees alike. * Complete required BSA & OFAC training annually. * Understand and adhere to BSA and OFAC policy and procedures. Benefits you will enjoy: * Quality medical, dental and vision care coverage * 401(k) retirement plan with up to 150% matching employer contributions * Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses. * Annual discretionary bonus * Generous paid time off and paid holidays * Flexible spending accounts * Short and long-term disability coverage * Life and AD&D insurance * Employee Referral bonus * Provident membership * Rate discount on home and auto loans * Opportunity to use company owned condo in Maui and Lake Tahoe Pay Grade is P1. This position is eligible for annual discretionary bonus. Targeted Hourly Pay: $27.50 - 34.86 / hour DOE Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Workplace in 2017 - 2025. Check us out on Glassdoor

Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience Minimum 1-3 years of experience originating and/or processing conventional mortgages Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements Working knowledge of FNMA lending guidelines Strong pipeline management skills Working knowledge of various Loan Origination Systems Ability to effectively multi-task and process a large volume of work Credit Union work experience highly desirable but not necessary Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations What you'll DO: Process incoming mortgage loans from initial application to funding. Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines. Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members. Daily communication with Members and internal staff Provide additional support to the residential lending team. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals

Job Title: Commercial Loan Processor I - SBA Hiring Salary Range: $25.95 - $33.65 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our SBA Loans team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Commercial Loan Processor I - SBA supports the SBA loan production by gathering the documentation and information needed for Fremont Bank to make sound lending decisions and to close and fund SBA 7a loans. This role assists in both underwriting and closing of SBA 7(a) loans and requires direct communication with SBA clients. Ideal candidates are positive, motivated team players who can work independently and collaboratively within a high-performing team. Strong attention to detail and excellent written and verbal communication skills are essential. The role also demands compliance with SBA program requirements and a willingness to learn. As a key contributor to the SBA Lending channel, the SBA Loan Processor helps ensure timely, accurate loan delivery while providing 'Six Diamond' service to both internal and external customers.. Role and Responsibilities Loan Documentation & Processing * Order reports and documents required to evaluate credit worthiness and SBA compliance * Close Small SBA loans as assigned working with document prep and funding team * Review of loan documents for Small Loans and Servicing Actions * Submit ETRAN for new loan applications and pre-score * Processing Loan Modifications and Servicing Actions * Responsible and accountable for SBA loan documentation compliance * Processing Loan Modifications and Servicing Actions o Assist Portfolio Manager in collecting and uploading financial statements o Pulling reports as needed for annual reviews and servicing actions * Make updates to ETRAN when required * Assist in reviewing and processing construction and other loan disbursement requests * Input loan data into internal systems and maintain accurate records throughout the loan lifecycle. * Assist in reviewing and processing construction and other loan disbursement requests Compliance & Quality Assurance * Ensure all Small loan files meet SBA and bank regulatory standards prior to submission and closing. * Monitor post-close loan conditions and follow up on outstanding items to ensure timely resolution. Client & Team Support * Provide exceptional service to internal stakeholders and external clients, maintaining a high level of professionalism and responsiveness. * Communicate loan status updates to clients and team members throughout the process. * Achieving departmental goals for loan volume, accuracy, and service excellence. Operational Efficiency * Identify opportunities to streamline loan processing workflows and improve turnaround times. Training & Development * Participate in ongoing training to stay current with SBA program changes, lending regulations, and internal procedures. * Collaborate with senior processors and management to develop skills and advance within the department. Minimum Qualifications * Associate Degree in Business/Finance or equivalent related experience * A minimum of one plus years of previous banking, loan processing/closing experience * Experience in processing SBA 7a and/or commercial loans (CRE, C&I, Construction) preferred * Experience in nCino or similar loan origination systems is preferred * Must possess excellent organizational, communication, writing, and customer service skills * Ability to handle multiple projects and assignments while delivering a quality work product * Proficient in Microsoft Suites * Basic knowledge of tax returns and various types of financial statements preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $25.95 - $33.65 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Klassic Recruiting is partnering with our client Bay Federal Credit union, to source a Bilingual (English/Spanish) internal home loan consultant to join their high traffic branch based in Watsonville, CA. This role will sell new residential first and second mortgage home loans to branch customers and will develop and maintain a network of business relationships that serve as a recurring source of referrals for new home lending opportunities. Job Description Responsibilities for the role of Internal Home loan consultant: Internal sales of Bay Federal mortgage products by working with branch and call center staff to improve knowledge and support the sale of mortgage loan products. Responsible for closing Bay Federal home loan applications submitted by branch and call center staff. Meet individual and department home loan production goals supporting the overall Credit Union goals. Use interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and real estate professionals. Manage pipeline so as to meet specific loan volume production goals, established loan quality and turnaround times. Gather all initial documentation required based upon the applicant's selected loan program and all disclosure requirements. Analyze applicant's existing financial status, credit and property evaluation to determine feasibility of granting the loan, providing conditional approval or denial of loan request. Cleary communicate conditional approval and conditions surrounding the conditional approval. Ensures loan agreements are complete and accurate according to policy and requirements set out in regulations and provides clear, understandable explanations at loan closing and document signing. Analyzes detailed financial and credit data, matching the applicant's needs with an appropriate loan program and level of risk. Promote and maintain a positive image of Bay Federal at all times to all personnel, members,volunteers, vendors and the community. Qualifications Requirements for the role of Internal Home Loan Consultant: Bachelor's Degree in business or finance preferred. Minimum of two years' experience in mortgage loan sales, or equivalent combination of education and experience. Bilingual (English/Spanish) NMLS Certified. Understanding of industry regulations and products. Strong sales acumen & written/verbal communication Job Type: Full-time Job Location: Watsonville, CA Required education: Bachelor's Required experience: Residential mortgage lending: 3 years Sales/ Business Development: 3 years Credit Union: 3 years Required language: Spanish Required license or certification: NMLS Additional Information All your information will be kept confidential according to EEO guidelines.

About SAIGroup SAIGroup is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $800 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAIGroup invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAIGroup's latest investment, JazzX AI, is a pioneering technology company on a mission to shape the future of work through an AGI platform purpose-built for the enterprise. JazzX AI is not just building another AI tool-it's reimagining business processes from the ground up, enabling seamless collaboration between humans and intelligent systems. The result is a dramatic leap in productivity, efficiency, and decision velocity, empowering enterprises to become pacesetters who lead their industries and set new benchmarks for innovation and excellence. Role Overview As a Residential Mortgage Loan Officer (SME) Consultant at JazzX AI, you'll bring firsthand expertise in U.S. residential mortgage origination, borrower qualification, and loan-officer workflows to help train and validate advanced AI systems. You'll collaborate closely with product managers, data scientists, and engineers to translate real-world origination logic and borrower-interaction scenarios into scalable AI workflows and decisioning frameworks. This is a contract role ideal for a current or former loan officer, branch manager, or origination technology lead who's passionate about shaping the future of mortgage lending through automation and AI. Key Responsibilities Represent the loan-officer perspective across the end-to-end mortgage process: borrower engagement, application intake, pricing, underwriting collaboration, closing, and post-close. Map, analyze, and document detailed origination workflows and borrower journeys, identifying key decision points, exception paths, and automation opportunities. Partner with product & engineering to design, evaluate, and refine AI-powered POS and workflow tools, using your expertise with systems such as Blend, SimpleNexus, Encompass, or similar. Validate AI outputs - including borrower eligibility, loan-program recommendations, pricing accuracy, and compliance - through manual review and structured feedback. Lead knowledge-sharing sessions and create playbooks to help the engineering team deeply understand LO operations, borrower behavior, and system constraints. Required Qualifications 5-10+ years of experience as a residential mortgage loan officer or loan officer manager within the U.S. market. Hands-on experience with modern origination systems, LOS, or POS platforms (e.g., Encompass, Blend, SimpleNexus, or similar). Deep understanding of borrower qualification, income and asset documentation, AUS workflows, and loan structuring. Strong analytical and communication skills with the ability to clearly explain lending logic and business workflows to non-mortgage experts. Comfortable working in an agile, fast-moving, and cross-functional product environment. Preferred Qualifications Experience managing or mentoring a loan officer team or overseeing origination operations. Prior involvement in designing, configuring, or launching a mortgage POS or LOS. Familiarity with secondary-market processes (e.g., investor delivery, lock desk, QC). Exposure to compliance and disclosure workflows (e.g., TRID, RESPA, HMDA). Why Join Us At JazzX AI, you have the opportunity to join the foundational team that is pushing the boundaries of what's possible to create an autonomous intelligence driven future. We encourage our team to pursue bold ideas, foster continuous learning, and embrace the challenges and rewards that come with building something truly innovative. Your work will directly contribute to pioneering solutions that have the potential to transform industries and redefine how we interact with technology. As an early member of our team, your voice will be pivotal in steering the direction of our projects and culture, offering an unparalleled chance to leave your mark on the future of AI. We offer a competitive salary, equity options, and an attractive benefits package, including health, dental, and vision insurance, flexible working arrangements, and more.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: * Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. * Assemble the complete loan package in proper order for underwriting. * Verify all required documentation (pre-underwrite) in the file. * Complete the required loan checklist. * Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. * Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. * Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. * Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. * Verify that vendor orders are complete, invoices are received and in the applicant's E-file. * Manage pipeline by completing and submitting reports within allotted turn-around times. * Assist set-up of loans. * Document all communication related to the loan application in the conversation log. * Train and assist supervision of new Loan Processors and other processing personnel. * Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. * Available to work varying hours and overtime if needed. Qualifications and Skills: * Bachelor's degree and/or equivalent combination of education/experience. * Bilingual preferred. * Minimum of 3 years' residential mortgage processing experience. * Experience with Encompass. * Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. * Knowledge of DU, LP, Microsoft Office, and Windows. * Excellent math and analytical skills. * Excellent communication skills. * Excellent prioritization and time management skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: * Hourly Rate: 26.00 - 32.00 * Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines

For 20+ years, Guarantee Mortgage has been helping California families finance their homes and navigate the intricacies of financing real estate in California. We fund more than $2 billion in loans each year, and want to help you fund your dream as well. We are looking for experienced Loan Originators to join our team in San Francisco or Marin. We are a company with deep core values, and will provide you with unbelievable support, strong customized marketing to grow your business, and unparalleled perks. Loan officers at Guarantee Mortgage can focus on generating revenue. We've got everything else covered and are 100% focused on helping you succeed! Our Core Values: 1) Team Work 2) Transparency 3) Respect 4) Excellence 5) Adaptable and Vigilant 6) Problem Solvers 7) Fun 8) Autonomy In order to be successful at Guarantee Mortgage, you have to be motivated, self-disciplined, and team oriented. Below is a summary of the job description: 1) Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from borrowers. 2) Performs follow-up work as necessary to achieve conditional approval within established time frames. 3) Communicate with the borrower regarding the loan status 4) Answers questions and requests, and resolves problems. 5) Attends and participates in meetings and committees as required. 6) Completes necessary education requirements offered by the company Qualifications In order to be successful, we are looking for driven, tenacious, problem solver, sales people. You need to have your NMLS and it would be ideal if you have 3+ years of prior experience. Additional Information All your information will be kept confidential according to EEO guidelines.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process. Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Seek guidance for complex lending situations and approval authority from an MLS or above. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term and market conditions. Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 1) with SVP recommendation. Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work with Lending Contact Center to provide assistance with mortgage lending calls when needed. Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume. Consumer unsecured lending as assigned. Answer phone and perform other clerical duties as needed. Complete additional tasks as assigned by management. Participate in additional training and continuing education to enhance knowledge of mortgage originations. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Attend Excel and Elevate - New Employee Training (E&E). Real Estate Lending Program (RELP) completed within 6 months. The following 10 Core Modules will be completed after E&E and subsequent training sessions: Checking Accounts Member Eligibility Money Market Share Accounts SECU Policies Overview Share Accounts Lending Overview NCUA Coverage Cooperative Principles Online Services We Are SECU! Additional Modules Required: SECU's Member-Facing Websites Branch Security Measures Account Titling & Designations Funds Transfer Member Identification Check Acceptance MARGO Platform Account and Profile Maintenance Advances Safe Deposit Boxes Previous SECU and/or lending experience preferred. Minimum tier one lending limits assigned at this level. Completion of all requirements of the Associate MSO position preferred, but at a minimum must learn the following quick actionable items: Notaries Safe deposit box entrance Opening and closing of the branch Front desk duties Other dual control assistance as needed. Approving Wires and Cashier's Checks Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Answer and operate a telephone. Lift up to 10-15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Requirements Qualifications: Must know how to navigate through Microsoft. Must be able to navigate through computer software. Good attitude and sportsmanship Some customer service experience Maintains a professional appearance. Ability to read, analyze and interpret the most complex documents. Working Conditions: Must be able to perform under some stances of pressure. Must be able to multitask while printing documents. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Salary/Pay: $17.75 - $20.00/Hour Salary Description 17.75-20 an hour

We are a Price-Simms Family owned business that provides a family owned and team oriented work environment. We are looking for super motivated people highly focused on customer satisfaction and working as a team player. Document Specialist. Position Purpose: This position performs the support for the sales team and prints DMV and bank documents. Duties and Responsibilities: * preparing paperwork for new/used vehicle sales * checking accuracy of all data / signatures throughout the transaction * calculating commissions * preparing loan funding paperwork * Assisting sales managers with collecting money at the time of transaction * Maintaining confidentiality of customer information * Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information Requirements: * must be extremely detail oriented and focused * must be comfortable in fast-pace environment * flexible schedule / weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week) Job Type: Full-time only $22 / hr Requirements Qualifications: * Must be able to navigate through computer software * Good attitude and sportsmanship * Some sort of customer service experience * Must know how to navigate through Google Drive * Maintains a professional appearance. * Ability to read, analyze and interpret the most complex documents. Working Conditions: * Must be able to work under some stances of pressure * Must be able to multitask with talking to a sales manager and printing documents * Weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week)

performs the support for the sales team and prints DMV and bank documents. Duties and Responsibilities: Assisting the sales managers with the following * Maintains confidentiality of customer information. * Verifying the data in the system * Organizing all documents neatly and accordingly in each deal jacket * Assisting sales managers with collecting money at the time of transaction * Providing the sales managers with documents for customer's * Verifying and checking the accuracy of all signatures * Providing the Business office with digital uploads * Login and track deals in the trip pad. * Maintaining a clean and neat workspace * Providing well thought out note for each deal in our system and the physical jacket itself. * Communicating with one another about any issues about a deal * Engaging in any/ all activities with sales * Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information. * Other tasks to help our Sales Department Requirements Qualifications: * Must know how to navigate through Microsoft. * Must be able to navigate through computer software. * Good attitude and sportsmanship * Some customer service experience * Maintains a professional appearance. * Ability to read, analyze and interpret the most complex documents. Working Conditions: * Must be able to perform under some stances of pressure. * Must be able to multitask while printing documents. * The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Salary/Pay: $17.75 - $20.00/Hour

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! 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. Average pay range: $23-$26/ hour Pay range only applies to California residents. 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. Key Word Tags Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit 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.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: Bachelor's degree and/or equivalent combination of education/experience. Bilingual preferred. Minimum of 3 years' residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: 26.00 - 32.00 Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************