Loan specialist jobs in Santa Clara, CA - 75 jobs

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Bilingual English/Spanish 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 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. 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.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education & Certification(s) Required: High school graduate or equivalent. Some college or relevant training. Bachelor's degree preferred. Knowledge Required: Basic understanding of banking regulations and standard banking practices. Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred. Knowledge of Loan Services policies and procedures, preferred. Experience Required: Office experience required, loan servicing or banking support preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Strong math skills. Good time management skills. Ability to use Microsoft Office software package with basic Excel skills. Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Responsibilities Verifies, compiles, and inputs application information for mortgage loans: Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment and appropriate State licensing in good standing. Qualifications Must have applicable state licensing. Two to five years experience are preferred.

Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Manages a full pipeline of assigned loans, driving files from disclosures signed through closing. Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work Strong working knowledge of Federal and state regulations including TRID and HMDA Deep understanding of mortgage loan products and underwriting guidelines Self-driven with the ability to work independently and collaboratively Excellent organizational skills, able to set and meet deadlines in a high paced environment Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization Intellectually curious and interested in applying technology to enhance business processes Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years mortgage processing experience in a retail environment Mortgage Loan Originator License, Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Experience in the non-delegated space Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas. The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting Manage an assigned pipeline of 25-40 loans on a daily and weekly basis Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances Communicate with all parties involved in the transaction to keep them informed of file status 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 Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information What you'll bring: Five years to eight years of mortgage loan experience Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B) strong math and analytical skills and prioritization and time management Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period. Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location. 1st United Credit Union is an Equal Opportunity Employer

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.

Title: Loan Servicing Operations Specialist - Non-Impounded (Temp) Hiring salary range: $22.21 - $27.16 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 LSD - Operations 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 Under limited supervision, the Loan Servicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the Loan Servicing Department with respect to insurance for residential and consumer loans in accordance with specific instructions, policies, guidelines and procedures. The Specialist is to ensure timely updating of insurance information and tracking of expired insurance, subsequent force placement and monitoring for all residential and consumer loans. Roles and Responsibilities * Track expired fire insurance for non-impounded residential and consumer loans * Send requests to insurance agents to get updated insurance declarations * Call insurance agents when updated insurance has not been received * Update insurance information to the loan servicing MSP system from evidence of insurance received by mail and fax * Preparation of documents for scanning * Preparation of quality control findings and subsequent reports * Additional tasks as assigned Minimum Qualifications * High school graduate with some college level education or equivalent combination and experience * Minimum of 2 years customer service experience * Ability to maintain good relationship with customers and other employees * Analytical thinking ability, diplomacy, and professionalism are required * Task oriented with the ability to work on deadline * Excellent verbal and written communication skills * Moderate computer skills including working knowledge of Microsoft Office * Excellent customer service skills * Excellent organizational skills * Some knowledge of property fire insurance 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, and sick time * 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 $22.21 - $27.16 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.

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Indirect Loan Officer performs the evaluation and processing of indirect auto loan applications submitted through the Credit Union Direct Lending (CUDL) platform. This role delivers accurate and timely credit decisions, completes required documentation, and prepares loan files in compliance with lending policies and regulatory requirements. The Indirect Loan Officer researches applicant creditworthiness, maintains strong relationships with dealership partners, collaborates with internal teams, and assists and supports dealers throughout the loan funding process. The position contributes to operational efficiency, produces accurate loan outcomes, and recommends solutions to facilitate efficient loan processing and funding. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Determine credit decisions in accordance with established lending policies and approved credit limits, and maintains awareness of evolving laws and regulations within the auto industry. Manage indirect lending queues by assessing loan applications while maintaining established service level agreements(SLAs). Communicate loan approvals and declines with members and dealership partners in a professional manner, providing detailed explanation of credit decisions and outlining potential options for future consideration. Evaluate credit risk and prepare supporting documentation for clinical review, when required. Collect required loan application components including credit bureau reports, collateral evaluation, member account data, financial statements, tax returns, and other pertinent information to ensure consistent and sound lending decisions. Open new membership accounts by verifying acceptable identification, confirming eligibility through acceptable documentation, and ensuring proper account funding. Review loan files for accuracy and completeness, including loan documents, finance contract, buyer's order, title paperwork, insurance information, membership application, acceptable identification, vehicle book out, and ancillary product contracts. Maintain accurate member and loan information in the core system to ensure smooth funding of loan packages. Proactively and professionally assist in dealer relationship management to support efficient indirect lending operations. Cross-sell applicable credit union products and aftermarket offerings, such as GAP, warranties, and value adding purchases, to enhance our member's financial future. Identify and recommend opportunities to streamline or improve systems, processes, and the work environment, and assist with development and maintenance of departmental policies and procedures. Assist with and will-call member needs that arise to ensure a positive and seamless auto purchase experience. Support the funding of indirect loans approved by other loan officers, as needed. Comply with all federal and state laws, as well as organizational policies and procedures, requirements related to the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC). Performs related responsibilities, as required. Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success. Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to manager, as directed Performs special projects and other responsibilities, as directed COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent, required. Experience: Minimum of two years of underwriting experience in indirect lending or a related role, including at lease two years of experience working with auto dealers. Minimum of two years of underwriting experience Excellent credit analysis, and "car intelligence” skills. Knowledge of Credit Union Direct Lending (CUDL) platform and familiarity of DMV documentation and processes. Excellent oral and written communication skills required Must be proficient in computer programs (e.g., Microsoft Office Suite) PREFERRED QUALIFICATIONS: Demonstrated ability to work independently as a self-starter, manage projects through completion with little supervision, and meet deadlines in a fast-paced environment. Proficiency in Symitar and Origence, with the ability to effectively use keyboard and 10-key calculator. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 5% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.

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.

Job Title: Branch Loan Officer (Business Development Officer) Department: Consumer Banking Classification: Non-exempt Reports to: Branch Manager Summary/Objective: A) Develop strong customer relationships in order to generate high volume of prospective clients. Manage customer calls and appointments effectively for new opportunities and respond to client queries regarding the products in a timely fashion. Explain prospective clients about the advantages of the products or services offered and follow up with them in order to close business deals. B) Assist management with financial analysis for both existing and potential customers. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Follow-through with borrowers, loan processors, underwriting through all phase of the underwriting process. 2. Manage good relationship with existing customers, including cross selling of additional bank and loan products. 3.Responsible for following up to ensure all banking services provided clients exceed their expectations. 4.Collect and analyze borrower and property financial information including tax return, rent roll, etc. to determine the property's debt carrying ability and the borrower's capacity to repay. 5.Full knowledge in residential mortgage, commercial loan commercial small loans and insurance product and responsible for branch business development, e.g. CRE loan, Home loan, Trade Finance, New customers (CIF) and insurance, etc. 6.Responsible in following up with clients to ensure receiving necessary documents on time in order complete the loan process. 7.Spread and analyze personal and corporate financial statements. 8.Prepare credit analysis on companies and guarantors, prepare credit proposal. 9.Responsible for business expansion by deepening relationships, identifying cross sell opportunities, and increasing client acquisition. 10.Actively participate in community activities business referral and to promote the bank. 11.Prepare various weekly/monthly reports for management. 12.Responsible for annual review on commercial loan. 13.Updated Annual review and input rating to GCMS. 14.Ability to build solid relationship with teammates and business partners. 15.Perform site visit for new loan and annual review of existing loan. 16. Answer customer inquiry on deposit and borrower inquiry on loans. 17. Applies strong critical thinking and problem-solving skills to meet customer needs. 18. Collect information and process pre-qualification letter for residential mortgage. 19. Be able to cross sell our Life Insurance products. 20. Cross sell other deposit products to bring new CIF, e.g. CD, ATM etc. 21. Participate in special projects as required. 22. Performs other duties as assigned. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Quality Management - demonstrates accuracy and thoroughness. 2. Customer service - responds promptly to customer needs and meets commitments. 3. Oral communication - communicate with customers and branch employees effectively and clearly. Supervisory Responsibility: None Physical Demands: This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required. Travel Requirements: None Required Education and Experience: Bachelor's degree (B. A. or B. S.) from four-year college or university. 1-4 years related experience and/or training; or equivalent combination of education and experience. Life Insurance License preferred. MLO registration required. Additional Qualifications: An individual should have knowledge of spreadsheet software, word processing software and power point software. Language/Communication Skills: Able to read and interpret documents such as operations policy and procedures. Able to write routine reports and correspondence in Chinese and English. Fluency in Mandarin and English. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is understood and agreed that the employee may be required to perform additional duties as assigned by the employee's supervisor or Manager.

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

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.

About Stand Stand is a new technology and insurance company revolutionizing how society assesses, mitigates, and adapts to climate risks. Our leadership team has extensive experience in insurance, technology, and climate science: building billions in market value at prior ventures. At Stand, we are rethinking how insurance enables proactive, science-driven resilience. Existing insurance models often rely on broad exclusions, leaving homeowners without options. At Stand, we leverage advanced deterministic models and cutting-edge analytics to provide personalized risk assessments-helping homeowners secure coverage and take proactive steps toward resilience. This is an onsite job in SF, w 1-day a week wfh flexibility on Tues, Wed, or Thur. Role Summary: As a Mitigation Specialist, you are a trusted protection advocate for Stand's customers. You help homeowners and brokers understand how to meaningfully protect homes by guiding them through Stand's mitigation process-from early discovery conversations through work execution after a policy begins. This includes hardening homes and landscapes against wildfire, water leaks, and other risks. You translate complex risk, mitigation, and underwriting inputs into clear, practical next steps, helping customers understand not only what needs to be done, but why it matters for the long-term safety and resilience of their home. The role sits at the intersection of customer experience, risk, and sales, and plays a critical part in shaping how customers perceive value, urgency, and protection. Your Responsibilities Will Include: Acting as a primary mitigation guide for homeowners and brokers, supporting them from initial discovery through mitigation execution Translating complex risk, underwriting, and mitigation inputs into clear, actionable recommendations Helping customers understand tradeoffs, priorities, and timelines while reframing mitigation from a requirement into a compelling protection opportunity Working directly with sophisticated homeowners and senior brokers, often in high-stakes or time-sensitive situations Maintaining exceptional attention to detail across multiple active workflows, ensuring clear handoffs and strong follow-through Partnering closely with Construction Solutions, Underwriting, and Risk Management teams to keep mitigation work moving smoothly Preventing confusion or drop-off by proactively identifying gaps, risks, or delays in the mitigation process Helping turn evolving mitigation workflows into a clear, repeatable customer experience that can scale What We Are Looking For: A customer-focused professional who builds trust through clarity, judgment, and calm communication Someone comfortable guiding customers from uncertainty to action, especially around non-obvious or long-term value A strong owner who takes initiative, anticipates needs, and moves work forward without waiting for perfect direction A clear communicator who can explain technical or complex concepts in plain English A detail-oriented operator who reliably manages multiple concurrent workflows A consultative mindset with the ability to influence outcomes without pressure or hard selling Qualifications Must-Haves: Proven experience in a customer-facing, consultative role requiring trust, clarity, and sound judgment Demonstrated experience working with senior, high-expectation, or high-net-worth clients Strong attention to detail with consistent follow-through across multiple workflows Ability to translate complex or technical information into clear, practical guidance Comfort influencing decisions and driving action around long-term or preventative value Excellent written and verbal communication skills High ownership mindset with a track record of accountability and follow-through Nice-to-Haves: Experience in insurance, underwriting support, risk, real estate, construction, or another regulated industry Familiarity with home construction, inspections, defensible space, or mitigation concepts Experience interpreting reports, assessments, or technical documentation and translating them into action Background working with brokers, advisors, or other professional intermediaries Experience helping teams evolve ad hoc processes into cleaner, repeatable workflows Compensation: The annual base salary range for full-time employees in this position is $125,000 to $150,000 + meaningful Equity Grant. Compensation decisions are dependent on several factors including, but not limited to, an individual's qualifications, location where the role is to be performed, internal equity, and alignment with market data. Additional Benefits: Comprehensive benefits including above-market Health, Dental, Vision Weekly lunch stipend Flexible time off 401k plan

Full-time Description 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. We currently are looking to hire for the following position: 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) Salary Description $22 / hr

About Newfi Lending Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi's story…apply today to join our team! Newfi offers an amazing compensation package along with member service leads, digital mortgage technology, top of the line local processing and a hybrid work-from-home/office opportunity! Newfi is operated by industry veterans who have experience running top mortgage companies and developing diverse product offerings (National Lender). We offer our Loan Advisors qualified client introductions from our own lead generation and lead partners. We are a direct lender and offer the opportunity for Loan Officers to originate a unique second lien product offered by no other lender. Loan originations are supported with a full suite of proprietary technology solutions, to speed up quoting, applying, packaging, and originating loans (w/ support of a Loan Assistant). Requirements Who we need: Ability to convert Company Leads into Fundings following Company Lead Protocol. Minimum 2 years of successfully originating loans. Minimum 2 years mortgage experience. High comfort level with advanced online technologies. Must be SAFE Act compliant and NMLS licensed (UST). Possess a positive, enthusiastic and high-energy attitude. Uncanny client relationship builder who is motivated by growth. Benefits: Competitive comp plan with salary. 401k and full medical, dental, vision. Leadership at your fingertips. Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. Visit us at ************* or ********************** Disclaimer: The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business.

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

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.

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.