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Loan Specialist jobs in Shoreline, WA

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Loan Specialist
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  • Loan Servicing Specialist

    Washington Federal 4.5company rating

    Loan Specialist job in Seattle, WA

    Min USD $41,600.00/Yr. Max USD $49,920.00/Yr. The Loan Servicing Department has an opening for a Loan Servicing Specialist. The position supports loan servicing functions, delivers comprehensive and prompt customer service to internal and external customers and exercises quality control oversight in the execution of all duties. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and customers. Key functions include but are not limited to the following: * Deliver excellent customer service to internal and external customers in the execution of all assigned loan servicing duties within service level standards. * Prepare payoff quotes as written requests are received from escrow companies, branches and clients. * Receive and post incoming payoff checks and insure any overages are returned to the client. * Prepare the lien release for real estate secured loans. * Accurate and consistent performance of daily insurance functions. * Perform post-closing quality control on modified and newly funded loans. * Assist department with other daily functions. * Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations Qualifications * Position requires a high school diploma or equivalent. * Able to deal effectively and tactfully with internal and external clients. * Can function well under deadlines. * Ability to organize, prioritizes, and communicates status on work assignments in a consistent manner. * Ability to perform daily work according to prescribed schedules and be flexible to meet departmental needs. * Regular, consistent attendance. * Experience in real estate lending processing and documentation is beneficial. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO is The Law - click here for more information Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information Pay Transparency Nondiscrimination Provision - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 7/3/2025
    $41.6k-49.9k yearly 2d ago
  • Junior Consumer Loan Processor

    Seattle Bank 3.6company rating

    Loan Specialist job in Seattle, WA

    Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary The position of Junior Consumer Loan Processor is responsible for ensuring the timely and accurate preparation and packaging of consumer loans from the beginning of the application to funding by working closely with the Mortgage Loan Originator(s) and Fintech partners through the entire loan process. Partners with the Mortgage Loan Originator(s), Credit Administration and Loan Operations to successfully implement new consumer products and services. This position is located in our downtown Seattle office and requires full-time, in-person work. Essential Duties Process consumer mortgage loans and home equity lines of credit under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements. Maintain a pipeline of loans and is responsible for the timely and compliant flow of such loans through the process. Enter all required data and documentation into loan origination system, follow-up and communicate with clients, business partners and the Mortgage Loan Originator(s) to obtain missing or updated documentation to process the mortgage loan file in a timely manner. Request and review required documentation, including credit reports, title reports, appraisals, tax returns, verifications of employment/assets, flood certification, etc., and ensure the information is complete, accurate and complies with company standards, applicable regulations, and guidelines. Order and review preliminary title reports for accuracy and coordinate the clearing of title issues/exceptions, ensuring Seattle Bank will be in proper lien position. Process lien release requests upon loan pay off Monitor property charges (taxes, insurance and HOA dues) & ensure they are paid current Track loan payments and follow up with customers on delinquent accounts Ensure that the loan funding process is performed accurately, on time, and that all applicable departments are kept abreast of the funding Provides quality customer service to all internal and external clients including receiving incoming phone calls from applicants and customers. Assist with the implementation of new consumer loan products, services and fintech partnerships Ensure that all system issues are identified, tracked, reported and resolved in a timely manner. Provides quality customer service to all internal and external clients including receiving incoming phone calls from applicants and customers. Assist Loan Operations Manager & Consumer Loan Operations Lead with special projects related to streamlining loan workflow, creating/updating procedures and maintaining systems. Provide reports as needed for Management and/or the Board. Follow all Bank policies and procedures, compliance regulations and completed all required annual required or job-specific training. Physically attending work on a set and predictable schedule is an essential function of this job. Requirements Bachelor's degree or equivalent from a four-year college or university or three to five years of related experience and/or training. Experience processing Conventional, Jumbo, Custom Construction and Renovation, 2nd Mortgages and Home Equity Line of Credit loans. Demonstrated working knowledge of federal and state lending guidelines, rules and regulations, including TRID and HMDA. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze and interpret documents and professional journals, understand procedures, write reports, correspondence and procedures, speak clearly to customers and employees. Previous MortgageBot LOS and Doc Magic experience preferred. Proficiency with personal computers and related software packages such as Word and Excel. Tactfulness and proven ability to handle sensitive and confidential situations. High energy, self-motivated, and service-oriented attitude. Ability to work on multiple projects with the flexibility for changing priorities; the ability to work with constant interruptions. Strong organizational skills, attention to detail, ability to meet deadlines, and assist other department needs. Effective organizational and time management skills. Due to the collaborative nature of this position, it requires daily in-person work. [After a 90-day training period, this position allows for one day of work from home each week.] No exceptions will be granted. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation - 3 Weeks Sick Time - 1 hour per 40 hours worked Holidays - 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities. Salary Description $60,000 - $75,000 per year
    $60k-75k yearly 28d ago
  • Mortgage Loan Closer

    Tomo

    Loan Specialist job in Seattle, WA

    Who we are Tomo is an AI-powered mortgage bank on a mission to eliminate the greed and complexity in home lending. Our technology makes the process of buying a home faster, less frustrating, and way less expensive. By passing these savings directly to homebuyers, we eliminate the excessive fees and inflated rates that cost Americans billions each year. Tomo is backed by Progressive Insurance, Citi Ventures and other top-tier investors, on track to be one of the biggest lenders in America. We are intentional about who joins our rapidly growing team-we seek ambitious, team-oriented, and driven individuals who embrace the effort required to win. At Tomo, we seek teammates who have a pattern of success in their lives -whether demonstrated through work, academics, athletics, or personal endeavors. Tomowners lean into the company culture, are energized by our mission and want to have fun at work. You like speed, working with a great team, and helping homebuyers achieve their house buying dreams! You are excited to provide excellent customer service by facilitating on-time closing and funding purchase transactions. You thrive in ensuring that the coordination of loan closings and the preparation of closing packages are carried out seamlessly so customers get their new home keys by their desired closing day. What You'll Do: * Thoroughly review all pre-closing documents to ensure accuracy of information, including fees, rates, property details, and vesting, before document preparation. * Input required closing data in the loan origination system * Review Compliance Ease reports and remediate any fails or alerts * Check title report for correct endorsements and approved items, and to verify that Borrower and property are correct * Conduct compliance reviews of Loan Estimates, TILA, and fraud tools, ensuring the loan complies with federal and state rules. * Prepare and issue the Initial Closing Disclosure. * Coordinate loan closing with title company * Draw and release closing documents to the Settlement Agent * Submit request to warehouse bank and release funds * Authorize funding of loan * Assist in resolving any post-closing issues as needed What Makes You a Great Fit: * 3+ years of recent mortgage closing/funding experience * Attention to detail and organizational skills * Staying current on federal, state, investor and internal policies and procedures * Maintaining transparency between all teammates involved in a customer's journey Preferred Qualifications: * A Bachelor's degree Location: This role will be based in our NYC or Seattle office on a hybrid schedule: Mon-Wed on-site, and Thurs/Fri remote optional. The expected annual compensation for this position will be between $60,000-$70,000 USD
    $60k-70k yearly 14d ago
  • Loan Servicing Specialist III (Back Office)

    Maximus 4.3company rating

    Loan Specialist job in Seattle, WA

    Description & Requirements Maximus is seeking a Remote Loan Servicing Specialist III to join our team. This position will support the Department of Education portfolio. Essential Duties and Responsibilities: - Works on assignments that are moderately difficult, requiring judgement in resolving issues. - Prepare account reconciliations and various analyses supporting month end/quarter end financials, and help to ensure the integrity of accounting/financial data. Additional Duties and Responsibilities: - Research accounts and answer customer questions in a clear, professional and grammatically correct response. Additional Requirements as per contract/client: - FSA, Department of Education experience preferred - Experience with account adjustments required - Experience with account reconciliations required - High School Diploma or GED required - Must reside in the U.S. - Experience with CLASS preferred - Must be a U.S. citizen. - Must be able to pass a criminal background check. - Must not be delinquent or in default on any federal student loans. - Employment and continued employment are contingent upon obtaining and maintaining a favorable clearance. Final suitability determination is the sole discretion of the Department of Education. - Obtaining and Maintaining a PIV-I card is a requirement of this position. PIV-I cards must be picked up in person. New and existing employees may need to travel via car, train, or plane to a designated location to pick up their new or replacement PIV-I card. Any travel expenses will be paid for by Maximus. Home Office Requirements: - Hardwired internet (ethernet) connection - Internet download speed of 25mbps or higher required (you can test this by going to (1) ****************** - Private work area and adequate power source Minimum Requirements - High School diploma or equivalent with Associates degree and/or 2-4 years of experience. - May have additional training or education in area of specialization. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency For positions on this contract, Maximus will pay the prevailing wage rate for the location in which the employee is working, as determined by the Department of Labor. That wage rate will vary depending on locality. An applicant's salary history will not be used in determining compensation. Minimum Salary $ 20.48 Maximum Salary $ 29.85
    $32k-43k yearly est. 2d ago
  • Mortgage Loan Officer

    ZHL Zillow Home Loans

    Loan Specialist job in Seattle, WA

    About the team At Zillow Home Loans, we're at the forefront of revolutionizing the home financing experience. As part of our dynamic and fast-growing FinTech company, you'll help reshape how consumers buy, sell, and finance homes, all while working in a collaborative and high-energy environment! We're a team of innovators, problem solvers, and creative individuals, pushing the boundaries of the mortgage industry. If you're looking to be part of an exciting journey and make a real impact, Zillow Home Loans is the place for you. Ready to take the leap and join our team?About the role As a Mortgage Loan Officer, based out of our Seattle, WA Office, you are responsible for originating mortgage loans and guiding borrowers through the loan process. Driving funded loan volume and hitting production sales targets through proactive customer and agent engagement. In this role you will handle incoming leads from various sources and generate self-sourced leads through strong relationships with partners and agents. All while providing outstanding customer service through timely follow-up and professional, courteous correspondence. Key Responsibilities: Originate mortgage loans, guiding borrowers through the process, ensuring compliance, and providing all vital documentation for underwriting, processing, and funding. Achieve production targets by actively engaging with customers and agents, using data to effectively manage and prioritize a book of business for optimized efficiency. Handle incoming leads from various sources including company provided lead resources, client partners, and produce self-sourced leads through strong partner relationships. Promptly contact borrowers upon lead receipt and follow up after the initial discovery call to assess financing readiness and offer personalized support. Manage multiple leads and loans within SLAs, ensuring timely follow-up and efficient processing while communicating effectively via phone, email, and text. Build strong relationships with assigned buyers, agents, and partners through regular communication and personalized support to encourage repeat business. Stay informed on market trends and nuances to tailor the customer and agent experience. Conduct occasional in-market visits to engage with agents and drive ZHL involvement. Ensure all transactions follow applicable laws, regulations, and company guidelines. Maintain active licensing, complete required education/training, and stay current on regulatory changes and loan program knowledge. This role involves the collection, storage, and use of your voiceprints (records of speech). Perform other duties as assigned In addition to a competitive base pay, employees in this role are eligible for incentive compensation. Actual amounts will vary depending on experience, performance, and location. This role has been categorized as an Office position. “Office” employees regularly work at an existing ZG corporate office for approximately 80 to 100 percent of their time each month. Employees must live within reasonable commuting distance of their designated ZG office. This role has been designated as an Office-based position. Employees must live within a reasonable commuting distance of, but not more than 75 miles from, their designated ZHL branch location.In California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, Rhode Island, Vermont, Washington state, and Washington DC the standard base pay range for this role is $12.00 - $25.00 Hourly. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, Rhode Island, Vermont, Washington state, and Washington DC and may not be applicable to other locations.Actual amounts will vary depending on experience, performance and location.Who you are You are a passionate and skilled communicator who excels at building client and partner relationships through consultative selling and phone sales! Motivated by uncapped income potential, you thrive in competitive environments, demonstrating strong time management, organization, and a continuous drive to learn and improve. Role Requirements: 1+ years of mortgage origination experience as an active NMLS Loan Originator with multiple state licenses, or a Loan Originator working under a bank license (required) Physically located in and working hybrid from our Seattle, WA Office Ability to obtain and maintain a Mortgage Loan Originator license in any U.S. state Successfully completed the 20-hr SAFE Pre-licensing Education and passed the SAFE Mortgage Loan Originator Test - National Component with Uniform State Content (required) Proven track record in handling purchase loans and working with real estate agents Demonstrate a strong understanding of client service and exhibit a passion for helping people Excellent interpersonal skills, deep mortgage process knowledge, and ability to fund loans successfully Proficient in Microsoft products such as Outlook, Word, and Excel Associates or Bachelors degree preferred Travel is required within the first month of employment for training purposes. Ability to travel in-market at least 5% of the time Get to know us Zillow is reimagining real estate to make home a reality for more and more people. As the most-visited real estate website in the United States, Zillow and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people. Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and world-class benefits. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We're also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don't just take our word for it. Read recent reviews on Glassdoor and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees' Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME 100 Most Influential Companies list. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law. Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.
    $12-25 hourly 19d ago
  • Mortgage Loan Officer in Washington

    Morty

    Loan Specialist job in Seattle, WA

    Join Morty as a mortgage loan officer in Washington. Leverage our innovative mortgage technology, extensive lender marketplace, extremely competitive mortgage rates in Washington and dedicated closing team to advance your career and achieve success. Are you a smart, resourceful, and self-sufficient individual? We're actively seeking talented candidates based in Washington to join our platform as Mortgage Loan Officers. Our ideal team members are passionate about cultivating a robust mortgage business portfolio while enjoying the flexibility of setting their own pace. Successful Mortgage Loan Officers at Morty possess a deep understanding of mortgage products, exceptional communication skills, and a proven ability to forge strong relationships. Your role will involve close collaboration with homebuyers, providing expert guidance on mortgage options, and overseeing loan origination. If you're not licensed, but have been thinking about becoming an MLO, our Blueprint program is likely a better fit. You can also check out our step by step guide to getting licensed in Washington! This is a great opportunity to build on your existing sales experience and level up with new tools and support. Your Responsibilities Build your own book of business - Leverage Morty's platform and marketplace to establish, grow, and service an ongoing pipeline of new customers and referrals. You can purchase leads through Morty to help build your business. Establish a local presence - Build and maintain a local presence on the ground in a key market or markets of your choice, acting as Morty's go-to “in-market” expert in the area. Own all communications for your customers - Ensure clients get the advice they need to successfully navigate the home financing process, building trust and working closely with our centralized closing team to ensure transactions go smoothly. Serve as an expert on loan options - Work with customers to make recommendations based on their specific situations; you'll need to be able to clearly articulate Morty's value propositions to customers who don't yet know us. Qualification Required An approved mortgage license Willingness to hit the road to build up a book of mortgage business. Strong communication skills, both written and verbal. Compensation Earn 75bps - 200bps per closed loan depending on your experience and preferences. This a commission only role. This position requires you to pay a platform fee to cover the cost of technology, marketing, and HR services.
    $38k-51k yearly est. 60d+ ago
  • Chattel Loan Processor - West

    Credit Human Federal Credit Union 4.3company rating

    Loan Specialist job in Federal Way, WA

    We are seeking a Chattel Loan Processor for the West Region Production Department. The Chattel Loan Processor is responsible for ensuring the accurate and timely processing of loan documents and funded loans. This role is accountable for producing high-quality loan files that meet internal and external audit standards, delivering prompt service to business partners, and completing essential end-of-day, week, and month functions. A strong customer focus and attention to detail are essential for success in this position. If you have loan processing skills, you should apply right away! Highlights: * Prepares and reviews loan documents for accuracy and compliance, including flood and tax certifications. * Audits funding packages within 24 hours and processes disbursements on time to ensure smooth loan funding. * Manages daily pipeline reports, follows up on pending conditions, and communicates updates to clients and internal teams. * Maintains strict adherence to regulatory and internal policy requirements, securing approvals for exceptions when necessary. * Provides administrative support such as issuing checks/wires and assisting with reception coverage. * Consistently delivers high-quality loan files with audit scores above 95%, demonstrating a strong commitment to accuracy and customer satisfaction. Experience: Required * One-year customer service or professional office experience Preferred * One-year consumer, sales finance, or mortgage loan processing experience * Manufactured housing loan processing Education: Required * High school diploma or equivalent Preferred * College degree Skills & Knowledge: Required * Knowledge of MS Office to include Outlook, Word, and Excel applications * Basic Mathematic principals * Excellent organizational skills and keen attention to detail * Good verbal and written communication skills * Self-directed with the ability to work within deadlines Schedule: Monday-Friday, 8:00 am-5:00 pm Salary Range: $25.18 to $27.31/ hour Flexibility: In office, on site; not remote or hybrid Level of Work: 1C Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement. To get to know Credit Human and learn more about our benefits, visit our careers page at **************************** Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.
    $25.2-27.3 hourly 29d ago
  • Loan Servicing Specialist

    Heritage Bank 4.4company rating

    Loan Specialist job in Tacoma, WA

    Base Salary Range Level I - $20.00 - $22.70 - $26.87 per hour Level II - $21.00 - $25.62 - $30.75 per hour Depending on qualifications and experience, Loan Servicing Specialist I or II may be considered. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. Position Overview: Heritage Bank currently has an exciting opportunity to join our organization! We are seeking an experienced loan servicing specialist in Tacoma, WA. This is an on-site position. The l oan servicing specialist is responsible for providing primary support to internal and external customers over the telephone and e-mail along with performing basic account maintenance and monetary transactions. The successful candidate will be able to: Provides support to internal and external customers over the telephone and email utilizing professional phone etiquette and business communication skills, in accordance with the Heritage Bank Service Standards. Processes loan payments, incoming wires, and advances for all loan types. Answer telephone and provide courteous and efficient customer service. Forward calls to appropriate personnel as needed. Open and distribute department mail. Posts payoff transactions accurately to loan system and process all paid off/closed loan files per department procedures. Process the release of all types of collateral and supporting services in a timely manner. Performs file maintenance activities, i.e., returned checks; automatic payments and tax registration set-ups for new loans. File supporting documentation in appropriate files. Cross-train within the department to provide back-up, as needed. Contributes to the success of the department with willingness to share in all department responsibilities, as required or assigned. Gains working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area. Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. Requirements: High School Diploma or equivalent - required. Coursework and/or certification in accounting; or relevant education - preferred. Level I - 1 year recent related customer service experience in loan servicing and/or branch banking, with an understanding of basic bank transactions and products/services, in a financial services industry - required. Commercial experience - preferred. Level II - 2+ years recent related customer service experience in a loan servicing and/or lending support role, which includes working knowledge across various functional loan servicing areas, in a financial services industry - required. Equivalent combination of education, experience, and training may be considered. Provides an exceptional level of quality service for internal and external customers, and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner. Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products, and services. Ability to display initiative to independently learn and apply skills to improve errors and overall servicing quality. Basic knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest, balance accounts and locate routine mathematical errors. Effective listening verbal, written and telephone etiquette business communication skills, with the ability to communicate issues and follow up items over the phone and via email; ability to read, write, speak and understand English well. Detail oriented with strong organizational, time management, data review and processing skills; with the ability to manage multiple assignments, ensuring that priorities are set, with the ability to meet multiple and sometimes competing deadlines, with an emphasis on accuracy and quality. Ability to work well both independently and collectively within a team environment. Ability to work successfully in a production environment where volume, efficiency and accuracy are required. Flexible with and accepting of change in a fast paced environment, with willingness to learn new skills. Unquestionable integrity in handling sensitive and confidential information required. Working knowledge of office administration practices and procedures. Working knowledge and use of MS Office products (Word, Excel, Outlook) and retrieval of data, with the ability to adapt to and learn new products and technologies quickly. Working knowledge of financial services loan systems and experience utilizing loan servicing and client file management applications, i.e., OSI/DNA - preferred. Work Environment: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, as needed. Physical Demands: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. Occasional lifting 10 - 30 lbs., (files, boxes). The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is 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, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Bank Operations## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false## *mon
    $21-25.6 hourly 24d ago
  • Loan Consultant/Officer

    Evergreen Openings

    Loan Specialist job in Bellevue, WA

    We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category. Check out our rating at: Working at Evergreen Home Loans | Great Place To Work Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. Learn more about us on our website here. Discover what's possible with Evergreen. We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us! We are looking for leaders to help take care of our partnering real estate company. Come and help us service one the biggest Real Estate Companies in the Nation! We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers. Essential Duties and Responsibilities: Customarily and regularly work away from Evergreens' place of business (or the Loan Officer's home office or other regular place of business) selling Evergreen's loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business. Perform sales activities including, but not limited to: Phone calls, emails and social media posts to maintain existing relationships as well as create new business partners. Provide ongoing marketing and support of existing Partners. Sourcing of prospective new clients. Be available to clients and coworkers throughout the day and on weekends if needed. Interview customers and take loan applications and pre-qualify borrowers over the phone or in person. Discuss loan program products with borrowers and provide loan comparisons or other borrower education information. Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff. Create new marketing materials and distribute to partners and clients. Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business. Read industry publications/blogs/newsletters/web stories about current industry news. Support other Loan Consultants/ Officers as needed. Other duties as assigned. Performance Expectations: Perform all actions in accordance with the Mission, Vision, and convictions of EHL. Expected to meet production standards outlined in the Loan Origination Production Standards. Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person. Seek Feedback: Host regular and timely communication with associates and Manager. Be willing to assume additional responsibilities/duties/projects as they arise. Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks. Knowledgeable regarding mortgage processes, able to answer borrower's questions and take applications. Effectively uses LOS, contact management software and Microsoft Office products. Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members. Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers. Perform all actions in accordance with policies and procedures of the company. Quality Manufacturing: Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed. Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved. Your manager can assume the work is being performed as agreed unless otherwise notified. Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing. Failure to notify of exceptions or missed due dates - in other words silence - is not acceptable. You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers. Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved. Specific Skills/ Knowledge/ Abilities Required for Position: High School Diploma or equivalent Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008. Exercise good judgment and strong character, motivated, hard working. Ability to work well with fellow associates, clients and vendors. Good communication skills. Neat, clean, healthy work habits. Physical Requirements: Ability to work in a fast-paced, occasionally noisy environment. May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy. Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more. Requires all forms of dexterity and mobility throughout the shift. Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus. Benefits and Perks: Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen's 401(k) plan. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit. Compensation: This is a commission only position. Associate may be eligible for bonuses or other variable earnings as determined upon hire. Evergreen is an equal opportunity employer and E-Verify employer.************************** Equal Housing Lender ©2025 Evergreen Moneysource Mortgage Company dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit ***************************
    $39k-50k yearly est. 60d+ ago
  • Loan Processor

    Crosscountry Mortgage 4.1company rating

    Loan Specialist job in Lakewood, WA

    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: High School Diploma or equivalent. Minimum of 5 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: 24.04 - 28.84 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 ***************************
    $41k-50k yearly est. 11d ago
  • Loan Officer

    Caliver Beach Mortgage

    Loan Specialist job in Bellevue, WA

    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.
    $38k-51k yearly est. 60d+ ago
  • Loan Officer

    Guild Holdings Company

    Loan Specialist job in Bellevue, WA

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards, ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions * Obtain an accurate and thorough 1003. * Collect supporting documentation from borrower: * 30-day paystubs * 2 years tax returns * Last 2 years W2's * Award letters, disability, trust income, etc. * LOE for Gaps in jobs * At initial contact with borrower provide needs list and complete application * 2 months bank statements * Obtain executed disclosures within regulations time frame. * Obtain accurate AUS findings. * Analyze credit report and financial scenario, determining appropriate loan product(s). * Determine (price) a profitable loan and communicate fees to ops team. * Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. * Lock in rate. * Review CD to ensure fees and cash at closing are consistent with commitment to Customer: * Issue Lender Credit if needed * If loan out of balance, work with processor & branch manager to request subsidy * Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. * Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. * Coordinate, create, track and distribute marketing materials. * Manage client and referral partner databases. * Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. * Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications * High school diploma or equivalent required. * At least two years of experience in Mortgage lending or related field. * Active NMLS License. * Ability to manage multiple priorities, strong detail orientation and highly organized. * Works with a strong sense of urgency and responsiveness. * Passionate about delivering excellence in customer service. * Demonstrated patience and professionalism when interacting with both internal and external customers. * Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. * Strong verbal and written communication skills. Supervision * Intermittent to low supervision required, depending on experience * Apply sound judgment in execution of core job responsibilities * Travel: 0% Requirements * Physical: Work is primarily sedentary; mobility in an office setting. * Manual Dexterity: Frequent use of computer keyboard and mouse. * Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. * Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. This position offers eligibility for incentive compensation. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
    $38k-51k yearly est. 60d+ ago
  • Consumer Loan Processor

    Ivantage Group

    Loan Specialist job in Bellevue, WA

    iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States. Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt. We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level! For more information on iVantage Group please visit us at ************************ . Overview iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified Retail and Home Lending Processor with experience in the following: Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA) Knowledge of AUS systems (LP & DU) Knowledge of MDIA and RESPA disclosure requirements Position: Retail and Home Lending Processor Industry: Information Technology Employee Benefits: Comprehensive Benefit Plan Responsibilities / Job Description: The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting. Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner. Recognizes and resolves challenges early in the process, and provides excellent customer service. Qualifications Skills Effective communication skills with a high level of customer service Ability to multi-task and operate effectively in a high-paced environment Detail orientated with proficient organizational skills Ability to adapt to and accept change Strong listening and problem solving skills Additional Information All your information will be kept confidential according to EEO guidelines. Contact Andrew McAlpine: ************ or ***********************************
    $36k-49k yearly est. Easy Apply 30d ago
  • Loan Officer

    Guild Mortgage 4.3company rating

    Loan Specialist job in Bellevue, WA

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30 day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities; strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer.
    $39k-53k yearly est. 60d+ ago
  • Mortgage Loan Processor

    Perfect Fit Loans

    Loan Specialist job in Sumner, WA

    Job DescriptionAre you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you’re interested in a dynamic position on a well-established and successful lending team, look no further; apply now!Responsibilities Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records Put together loan packages and submit to lender underwriting for approval or denial Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports Assist borrowers in determining the best mortgage type based on interview and situation Qualifications Must have Experience in Processing mortgage and home loans We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote Superb analytical skills, time management skills, and attention to detail Must have excellent written and verbal communication skills High school diploma or GED required - Associate’s degree in accounting, finance, or business preferred 2 years minimum experience in loan processing required FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required Compensation$54,000 - $62,000 DOE Come grow with us. Apply today!
    $54k-62k yearly 12d ago
  • Chattel Loan Processor - West

    Credit Human Careers 4.3company rating

    Loan Specialist job in Federal Way, WA

    We are seeking a Chattel Loan Processor for the West Region Production Department. The Chattel Loan Processor is responsible for ensuring the accurate and timely processing of loan documents and funded loans. This role is accountable for producing high-quality loan files that meet internal and external audit standards, delivering prompt service to business partners, and completing essential end-of-day, week, and month functions. A strong customer focus and attention to detail are essential for success in this position. If you have loan processing skills, you should apply right away! Highlights: Prepares and reviews loan documents for accuracy and compliance, including flood and tax certifications. Audits funding packages within 24 hours and processes disbursements on time to ensure smooth loan funding. Manages daily pipeline reports, follows up on pending conditions, and communicates updates to clients and internal teams. Maintains strict adherence to regulatory and internal policy requirements, securing approvals for exceptions when necessary. Provides administrative support such as issuing checks/wires and assisting with reception coverage. Consistently delivers high-quality loan files with audit scores above 95%, demonstrating a strong commitment to accuracy and customer satisfaction. Experience: Required One-year customer service or professional office experience Preferred One-year consumer, sales finance, or mortgage loan processing experience Manufactured housing loan processing Education: Required High school diploma or equivalent Preferred College degree Skills & Knowledge: Required Knowledge of MS Office to include Outlook, Word, and Excel applications Basic Mathematic principals Excellent organizational skills and keen attention to detail Good verbal and written communication skills Self-directed with the ability to work within deadlines Schedule: Monday-Friday, 8:00 am-5:00 pm Salary Range: $25.18 to $27.31/ hour Flexibility: In office, on site; not remote or hybrid Level of Work: 1C Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement. To get to know Credit Human and learn more about our benefits, visit our careers page at www.credithuman.com/careers. Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.
    $25.2-27.3 hourly 29d ago
  • Loan Servicing Specialist

    Heritage Bank 4.4company rating

    Loan Specialist job in Tacoma, WA

    Base Salary Range Level I - $20.00 - $22.70 - $26.87 per hour Level II - $21.00 - $25.62 - $30.75 per hour Depending on qualifications and experience, Loan Servicing Specialist I or II may be considered. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. Position Overview: Heritage Bank currently has an exciting opportunity to join our organization! We are seeking an experienced loan servicing specialist in Tacoma, WA. This is an on-site position. The loan servicing specialist is responsible for providing primary support to internal and external customers over the telephone and e-mail along with performing basic account maintenance and monetary transactions. The successful candidate will be able to: Provides support to internal and external customers over the telephone and email utilizing professional phone etiquette and business communication skills, in accordance with the Heritage Bank Service Standards. Processes loan payments, incoming wires, and advances for all loan types. Answer telephone and provide courteous and efficient customer service. Forward calls to appropriate personnel as needed. Open and distribute department mail. Posts payoff transactions accurately to loan system and process all paid off/closed loan files per department procedures. Process the release of all types of collateral and supporting services in a timely manner. Performs file maintenance activities, i.e., returned checks; automatic payments and tax registration set-ups for new loans. File supporting documentation in appropriate files. Cross-train within the department to provide back-up, as needed. Contributes to the success of the department with willingness to share in all department responsibilities, as required or assigned. Gains working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area. Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. Requirements: High School Diploma or equivalent - required. Coursework and/or certification in accounting; or relevant education - preferred. Level I - 1 year recent related customer service experience in loan servicing and/or branch banking, with an understanding of basic bank transactions and products/services, in a financial services industry - required. Commercial experience - preferred. Level II - 2+ years recent related customer service experience in a loan servicing and/or lending support role, which includes working knowledge across various functional loan servicing areas, in a financial services industry - required. Equivalent combination of education, experience, and training may be considered. Provides an exceptional level of quality service for internal and external customers, and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner. Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products, and services. Ability to display initiative to independently learn and apply skills to improve errors and overall servicing quality. Basic knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest, balance accounts and locate routine mathematical errors. Effective listening verbal, written and telephone etiquette business communication skills, with the ability to communicate issues and follow up items over the phone and via email; ability to read, write, speak and understand English well. Detail oriented with strong organizational, time management, data review and processing skills; with the ability to manage multiple assignments, ensuring that priorities are set, with the ability to meet multiple and sometimes competing deadlines, with an emphasis on accuracy and quality. Ability to work well both independently and collectively within a team environment. Ability to work successfully in a production environment where volume, efficiency and accuracy are required. Flexible with and accepting of change in a fast paced environment, with willingness to learn new skills. Unquestionable integrity in handling sensitive and confidential information required. Working knowledge of office administration practices and procedures. Working knowledge and use of MS Office products (Word, Excel, Outlook) and retrieval of data, with the ability to adapt to and learn new products and technologies quickly. Working knowledge of financial services loan systems and experience utilizing loan servicing and client file management applications, i.e., OSI/DNA - preferred. Work Environment: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, as needed. Physical Demands: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. Occasional lifting 10 - 30 lbs., (files, boxes). The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is 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, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Bank Operations## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false## *mon
    $21-25.6 hourly 60d+ ago
  • Consumer Loan Processor

    Ivantage Group

    Loan Specialist job in Bellevue, WA

    iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States. Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt. We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level! For more information on iVantage Group please visit us at ************************ . Overview iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified Retail and Home Lending Processor with experience in the following: Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA) Knowledge of AUS systems (LP & DU) Knowledge of MDIA and RESPA disclosure requirements Position: Retail and Home Lending Processor Industry: Information Technology Employee Benefits: Comprehensive Benefit Plan Responsibilities / Job Description: The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting. Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner. Recognizes and resolves challenges early in the process, and provides excellent customer service. Qualifications Skills Effective communication skills with a high level of customer service Ability to multi-task and operate effectively in a high-paced environment Detail orientated with proficient organizational skills Ability to adapt to and accept change Strong listening and problem solving skills Additional Information All your information will be kept confidential according to EEO guidelines. Contact Andrew McAlpine: ************ or ***********************************
    $36k-49k yearly est. Easy Apply 60d+ ago
  • Junior Consumer Loan Processor

    Seattle Bank 3.6company rating

    Loan Specialist job in Seattle, WA

    Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary The position of Junior Consumer Loan Processor is responsible for ensuring the timely and accurate preparation and packaging of consumer loans from the beginning of the application to funding by working closely with the Mortgage Loan Originator(s) and Fintech partners through the entire loan process. Partners with the Mortgage Loan Originator(s), Credit Administration and Loan Operations to successfully implement new consumer products and services. This position is located in our downtown Seattle office and requires full-time, in-person work. Essential Duties * Process consumer mortgage loans and home equity lines of credit under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements. * Maintain a pipeline of loans and is responsible for the timely and compliant flow of such loans through the process. * Enter all required data and documentation into loan origination system, follow-up and communicate with clients, business partners and the Mortgage Loan Originator(s) to obtain missing or updated documentation to process the mortgage loan file in a timely manner. * Request and review required documentation, including credit reports, title reports, appraisals, tax returns, verifications of employment/assets, flood certification, etc., and ensure the information is complete, accurate and complies with company standards, applicable regulations, and guidelines. * Order and review preliminary title reports for accuracy and coordinate the clearing of title issues/exceptions, ensuring Seattle Bank will be in proper lien position. Process lien release requests upon loan pay off * Monitor property charges (taxes, insurance and HOA dues) & ensure they are paid current * Track loan payments and follow up with customers on delinquent accounts * Ensure that the loan funding process is performed accurately, on time, and that all applicable departments are kept abreast of the funding * Provides quality customer service to all internal and external clients including receiving incoming phone calls from applicants and customers. * Assist with the implementation of new consumer loan products, services and fintech partnerships * Ensure that all system issues are identified, tracked, reported and resolved in a timely manner. * Provides quality customer service to all internal and external clients including receiving incoming phone calls from applicants and customers. * Assist Loan Operations Manager & Consumer Loan Operations Lead with special projects related to streamlining loan workflow, creating/updating procedures and maintaining systems. * Provide reports as needed for Management and/or the Board. * Follow all Bank policies and procedures, compliance regulations and completed all required annual required or job-specific training. * Physically attending work on a set and predictable schedule is an essential function of this job. Requirements * Bachelor's degree or equivalent from a four-year college or university or three to five years of related experience and/or training. * Experience processing Conventional, Jumbo, Custom Construction and Renovation, 2nd Mortgages and Home Equity Line of Credit loans. * Demonstrated working knowledge of federal and state lending guidelines, rules and regulations, including TRID and HMDA. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze and interpret documents and professional journals, understand procedures, write reports, correspondence and procedures, speak clearly to customers and employees. * Previous MortgageBot LOS and Doc Magic experience preferred. * Proficiency with personal computers and related software packages such as Word and Excel. * Tactfulness and proven ability to handle sensitive and confidential situations. * High energy, self-motivated, and service-oriented attitude. * Ability to work on multiple projects with the flexibility for changing priorities; the ability to work with constant interruptions. * Strong organizational skills, attention to detail, ability to meet deadlines, and assist other department needs. * Effective organizational and time management skills. * Due to the collaborative nature of this position, it requires daily in-person work. [After a 90-day training period, this position allows for one day of work from home each week.] No exceptions will be granted. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: * Medical/Vision, and Dental insurance * Life Insurance, Long Term Disability, Voluntary Life * 401K with Bank contribution, Stock Award, and Incentive Opportunity * Paid Time Off: * Vacation - 3 Weeks * Sick Time - 1 hour per 40 hours worked * Holidays - 10 days * Transportation and fitness benefits * And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.
    $40k-49k yearly est. 29d ago
  • Loan Processor

    Crosscountry Mortgage 4.1company rating

    Loan Specialist job in Sequim, WA

    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: High School Diploma or equivalent. Minimum of 5 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: $18.00 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. 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 ***************************
    $18 hourly 60d+ ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Shoreline, WA?

The average loan specialist in Shoreline, WA earns between $26,000 and $58,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Shoreline, WA

$39,000

What are the biggest employers of Loan Specialists in Shoreline, WA?

The biggest employers of Loan Specialists in Shoreline, WA are:
  1. Banner Bank
  2. Commerce Bank
  3. Zions Bank
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