Loan specialist jobs in Stamford, CT

Job Description Mortgage Broker located in Westchester County, N.Y, looking for a Loan Processor. Are you an experienced, detail-oriented mortgage loan processor who can successfully aid loan officers in navigating the loan process? Our mortgage brokerage is interested in hiring a highly productive mortgage loan processor for our seasoned loan officers. The successful applicant will be responsible for managing the loan process, from origination to close, while paying close attention to the compliance of current lending policies and regulations. If you are a detail-oriented processor with a track record of accurate and timely mortgage approvals, we invite you to apply today! Compensation: $65,000 - $75,000 yearly Responsibilities: Act as a liaison between applicants, mortgage brokers, loan officers, real estate agents, and mortgage lending underwriters to help further loan approval. Work with the borrower to gather financial information and verify the accuracy of the loan officer's application. Assemble and submit loan packages to the lender underwriters for approval. Adhere to all lending and regulatory guidelines and policies while preparing the loan file for submission to underwriting. Qualifications: Experience in mortgage lending and knowledge of loan types, such as Conventional , FHA ,VA and Non QM loans required. Must possess exceptional attention to detail, as well as strong analytical and time management skills. At least 5 years of loan processing experience required. Excellent written and verbal communication skills are a requirement. About Company We are currently licensed in NY, NJ, CT, and Florida. We utilize industry-leading technology along with a great workflow to provide clients with a process that is simpler, faster, and easier. In addition, we value individuals who are interested in being part of a company culture that strives to be the best! We provide value to our team by focusing our energies on bringing in high-quality leads, closing with a >90% conversion rate, and providing the latest AI-driven technology to help you stay on top of clients and leads.

Job DescriptionDescription: ABOUT US: Hanover Bank - When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Job Summary Hanover Bank is looking for a Loan Closer II Officer - SBA. The Loan Closer II Officer - SBA reports directly to the Closing Manager and will be responsible for closing all SBA loans. Primary duties include, but are not limited to, the closing of SBA loans from the time that the loan is approved to the time the loan is funded. The Loan Closer II Officer - SBA is responsible for making sure that all items from the pre-closing checklist are reviewed accurately and uploaded to the bank's internal system before scheduling a closing date. The Loan Closer II Officer - SBA will ensure the loan is closed correctly within the guidelines of the SBA as well as within the Bank's policy and procedures. Essential Job Duties and Responsibilities Act as a liaison between the closing attorney and the loan originator to coordinate outstanding items associated with the loan closing, preparation of loan documents, and handling the closing/funding. Review insurance accord forms and obtain policies. Prepare escrow analysis forms for real estate taxes and insurance. Review loan documents to ensure that they accurately reflect the intentions of the credit approval. Review title reports and surveys. Work with the SBA Lender and Underwriter to understand the transaction and ensure all relevant documents are obtained to ensure a timely closing. Maintain and update files, databases, records, and/or other documents for recurring internal reports. Ensure Know Your Customer (KYC) requirements have been met prior to the loan closing File System Management. Complete the pre-closing checklist and loan booking sheet. Compile documents for customer files and complete booking forms for processing and assessment, ensuring that all loan documents are received within 48 hours of closing for a timely booking to the loan servicing system. Ensure that all customer files are complete and in compliance with regulatory agencies and internal policies. Ensure customer privacy, security of files, and appropriate staff access to items. Gather and analyze the required information to complete the equity injection, and complete the equity injection package to be reviewed by the Closing Manager. Obtain the required information for construction transactions and post-closing transactions. Work with the attorney to ensure the loan is clear to close and complete the required forms to fund the loan. Input required information into the Bank's wire system and Bank platforms for funding. Upload the required backup information for funding to the Bank platform in connection with funding. Ensure all loans are closed in compliance with the SBA, Bank loan policy, and procedures. Obtain all executed documents via email and track the original binder from the closing to the Bank. Create ticklers for post-closing items. Maintain pipeline report and notify management of status as needed. Process the documents received for each file, verifying the accuracy and completeness of each document. Make recommendations for procedural changes to increase efficiency. Assist in the training of new employees. Education and Experience Minimum 5 years of loan closing experience for SBA loans Associate's Degree preferred, but not required Skills and Abilities Knowledge of SBA 7a, 504, and Express Lines of Credit In-depth knowledge of SBA Standard Operating Procedures Promote a teamwork environment and actively participate as a team player with the ability to solve problems independently Communicate effectively and constructively with attorneys, underwriters, brokers, portfolio managers, and borrowers to enable the loans to close efficiently OUR BENEFITS: Medical, Dental and Vision (including HSA, FSA & Commuter Benefits) Company-paid benefits to include life insurance and AD&D plus long-term disability Voluntary Benefits (including additional life insurance and AD&D insurance for yourself, your spouse and/or your dependent children, Voluntary Short-Term Disability, Pet Insurance and Legal Services) Supplemental Health Benefits (including Accident insurance, Hospital indemnity insurance and Cancer Care) Retirement- 401(k) with Company Match Paid Personal Time Off (PTO) & Paid Company Holidays Annual Bonuses Annual Increases Employee Events and Contests Salary: $84,000.00 - $101,000.00; placement within this range will vary based on experience and skill level. Hanover 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, disability or protected veteran status. Requirements:

Job Description Licensed Loan Officer - Keep 100% of YOUR Commission | Join New York's Fastest-Growing Mortgage Broker! Are you a driven, licensed Loan Officer ready to take your career - and your income - to the next level? Tired of giving up a big chunk of your hard-earned commission to the house? Welcome to the future of mortgage lending. We're a New York-based flat-fee mortgage broker built for high-performing loan officers who want freedom, flexibility, and full control of their earnings. At our firm, you keep 100% of your commission - yes, every dollar you've earned - while gaining access to the technology, support, and pricing power of a top-tier brokerage. We're here to help you win more deals and close faster with confidence. Why You'll Love It Here Flat-Fee Model - You pay a simple, low monthly fee - and keep 100% of your commissions. Top-Tier Lender Access - Competitive rates and expansive product options to help you dominate your market. Technology That Works for You - Streamlined tools for pricing, disclosure, and compliance - so you can focus on selling, not paperwork. Support That Scales With You - From onboarding to marketing to processing help - we've got your back. Culture of Winners - Join a team of business-minded LOs who are breaking away from outdated models and building lasting success. Who You Are A licensed Mortgage Loan Officer (NMLS active in NY; additional states a plus) Experienced in either the broker or retail channel - we welcome both backgrounds Hungry to grow your book of business, expand your network, and close more loans Self-motivated, customer-focused, and ready to embrace a winning model This Is Your Moment If you've ever thought, “There's got to be a better way to do this,” - there is. Join our flat-fee, 100%-commission platform and finally get rewarded for the business you build. Apply today and let's build something incredible together. Compensation: $94,000 at plan earnings Responsibilities: Cultivate and maintain strong relationships with clients, guiding them through the mortgage process with clarity and confidence. Leverage our top-tier lender access to offer competitive rates and expansive product options, ensuring clients receive the best possible solutions. Utilize our advanced technology tools to streamline pricing, disclosure, and compliance, allowing you to focus on building client relationships. Collaborate with our support team to ensure seamless onboarding, marketing, and processing, enhancing your efficiency and client satisfaction. Proactively expand your network and grow your book of business by identifying and pursuing new opportunities in the Nassau-Suffolk area. Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and maintain compliance. Drive the loan process from application to closing, ensuring timely and accurate completion of all required documentation and procedures. Qualifications: Active NMLS license in New York; additional states are a plus. Experience in the mortgage industry, with a strong understanding of both broker and retail channels. Proven track record of building and maintaining client relationships, ensuring high levels of satisfaction and trust. Ability to leverage advanced technology tools for efficient pricing, disclosure, and compliance processes. Strong communication skills to clearly guide clients through the mortgage process, enhancing their confidence and understanding. Proactive approach to expanding your network and identifying new business opportunities Commitment to staying informed about industry trends and regulatory changes to provide clients with the most current advice and solutions. About Company Why Join Madison Mortgage Services? At Madison Mortgage Services Inc., we're more than just a company; we're a family of dedicated, passionate professionals who believe in achieving greatness together. One of our core values is a deep commitment to teamwork. We believe in winning as a team and supporting each other to reach both individual and collective goals. Let's Be Honest - You Know Who You Can Bring. If you've been waiting for the right opportunity to monetize your network and join a company that values what you bring to the table, this is your moment.

* Keep abreast of industry changes, local economic, financial and legislative events which may have an impact on commercial lending activities. * Analyze cash flow, liquidity, profitability, leverage and other financial ratios and be able to come to various conclusions, including evaluation of collateral and other relevant credit information. * Prepare loan presentations that include all pertinent information associated with the overall risk of the loan, identifying the strengths and weaknesses of borrower's surrounding credits. * Recommend or deny loan requests in conformance with banking regulations and Bank's loan policies and procedures. * Gather documents to perfect the security interest in collateral, if applicable. * Detect early warning signs of problem loans and immediate notification to a supervisor, Chief Credit Administrator, Loan Review, or Loan Servicing. * Monitor loan covenants and conditions per loan agreement and report any violation to manager. * Assist in loan closing and funding including obtaining signatures on loan documents according to the Bank's procedures. * Analyze collateral values and insurance coverage. * Collect loan accounts and overdraft information. * Submit reports of calls made and document customer contact. * Meet customers regularly and seek opportunities to grow relationship. * Conduct site visits and on-site interviews under the supervision of a portfolio manager. * Comply with regulatory requirements including but not limited to: Reg B, HMDA, Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security. * Comply with the Bank's security program, including but not limited to: * Review and comply with the End-User Computing Agreement. * Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions. * Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats. * Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer. * Mentor junior lending staff. * Occasional local travel is required, as may participate in client meetings with Relationship Managers. * Participate in community organizations and/or events to help the Bank meet its CRA Objectives. * All other reasonable duties as assigned. Job Qualifications/Requirements * Required: 5+ years of commercial lending experience. * Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. * Required: Ability to respond effectively to customer complaints or other sensitive inquiries. * Required: Ability to make effective presentations. * Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. * Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. * Required: Strong Analytical/Math skills. * Required: Effectively manage multiple deadlines and projects. * Required: Knowledge of bank regulations affecting customer accounts. * Required: Knowledge of lending operations, Note or International Dept policies and procedures. The salary range for this full-time position is $85,000.00 annually - $95,000.00 annually + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

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: $33.63-36.06 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 ***************************

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? 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.

Responsible for processing various loan products such as: Residential, Commercial, Home Equity, Mix-use, multi-family, Participation, Loan Modification and customer service. Assist in training loan processors for HELOC and DMI new loans set up. Administer with missing document report. Major Duties and Responsibilities: Input and upload loan data in Affinity Edge, LoanVantage and Remote Lender Prepare various spreadsheets via Excel for DMI on new loans. Review legal documents and monitor any discrepancies with the legal office. Process monetary transaction for general ledger regarding new loans. Process new loans scan files via SFTP servicer. Monitor any discrepancies on new loans with the credit team. General servicing duties. Assist with processing UCC forms. Customer Service Administer recorded documents status. Scan and upload legal files to Synergy. Process ACH forms and prepare wire transfers. Minimum Qualifications: High school graduate, College degree preferred. Knowledge, Skills and Abilities: Good typing skills Ability to solve differences by using mathematical skill and concepts. Must have excellent organizational skills. Computer literate- Proficient in Microsoft Office, Word, Intermediate Excel etc. Knowledge of Affinity Edge, Loanvantage, Remote Lender and E-Oscar is helpful Notary public a plus. Pay Range: $58,000 - $60,000 Hours: 37.50 This is a non-exempt position, eligible for overtime if the hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. EOE, including Disabled and Veterans

Job DescriptionBenefits: Company parties Competitive salary Dental insurance Health insurance Vision insurance Company: iAdvance Now LLC Job Type: Full-Time Compensation: $65,000 - $85,000 annually commensurate with experience Responsibilities Collect and review client documents for completeness and accuracy Prepare loan packages for submission to lenders Track loan files and manage the processing pipeline Communicate with lenders to follow up on files, conditions, and approvals Work with clients to gather any additional documentation needed Maintain accurate notes in CRM or loan management systems Help troubleshoot and escalate files when necessary Qualifications 1+ years of experience in commercial loan processing, mortgage loan processing or bank loan processing Strong organizational and multitasking skills Excellent communication and follow-up ability Experience using CRM tools and basic digital document systems Knowledge of underwriting and lender guidelines is a plus What We Offer Competitive pay + performance bonuses Opportunity to grow with a high-volume, expanding shop Training on lender portals and process if needed Benefits: Health, Dental & Vision Insurance. Paid time off.

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! Roles and responsibilities include having a strong knowledge and understanding of complex loan documents, ongoing servicing requirements, and the servicing systems. Consumer Loan Service Associate can handle a diverse workload while meeting all regulatory and bank requirements. Develops, communicates, implements processes and procedures with other business partners. Supports subsidiary teams and departments through training and serving as a source of knowledge. Maintain systems and processes as needed to ensure loans are serviced in compliance with federal, state, agency. Use professional judgement as necessary. Exceptional knowledge of consumer lending processes and documentation. Experience in interpreting guidelines and regulations impacting servicing of mortgage loans. Strong communication, organizational, analytical, and interpersonal skills. Must be able to analyze and compile data and report findings to management. Demonstrate a comprehensive knowledge of existing systems, processes, and objectives, and proactively identify opportunities for improvement and efficiencies Review customer complaints and monitor for any potential trends that may a need for enhanced controls. Loan payment processing transaction review/correction disbursement and other transactions Responsible for booking of consumer loan on Core system Skills: Working Knowledge of Signature is preferred Strong analytical skills, detail oriented Time management and strong interpersonal skills Effective problem-solving skills as well as oral and written communication skills Self-Starter with ability to work well independently as well as with a Team Proficient in Excel and working knowledge of Microsoft Office product suite. Must be able to multi-task with frequent interruptions and be comfortable in a fast-paced, changing environment with the ability manage multiple projects to conclusion on time Education : Minimum of 4-7 years experience in Loan Operations/Servicing environment College degree preferred but equivalent work experience acceptable The estimated salary range for this position is $63,000 USD to $65,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Title: Jr. Loan Consultant Pay: $20- $25/hr. + Bonuses. Summary: Jr. Loan Consultants proactively solicit new residential mortgage business every day and build a residual pipeline which they are free to manage how they see fit in order to meet monthly and annual sales goals. They actively develop and maintain a network of relationships as a source of new mortgage loan business in the purchase and refinance markets and meet established loan quality and production goals. Responsibilities Essential Duties and Responsibilities: Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations. Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them. Perform lock extensions, pipeline management, appraisal orders among other daily duties Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day. Accept multiple live, qualified inbound leads daily. Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff. Collect and analyze customers documentation for submission to underwriters for pre-qualification of purchase clients Structure and price loans accurately. Other duties may be assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: Current working knowledge of mortgage loan process. 0-2 years' experience as a Loan Processor, Jr. Processor, Loan Setup Clerk, Loan Officer Assistant, Sales, or equivalent. Proficient with Encompass, or other paperless mortgage loan origination systems. NMLS licensing preferred, but not required. High School Diploma or equivalent. #LI-JS3

Responsibilities: Support the Branch Loan Officers in all aspects of the mortgage application process, including application intake, document collection, and file management Review loan documents for accuracy and completeness; ensure all required information is obtained from clients Gather and organize client financial data (income statements, tax returns, credit reports, etc.) Communicate clearly with clients, real estate agents, and third parties to provide loan status updates and resolve questions Coordinate loan closings, ensuring all documents are accurate, prepared, and delivered on time Maintain compliance with current industry regulations and company guidelines Deliver exceptional customer service by responding promptly to client inquiries and providing ongoing support Collaborate and work with Marketing Department on behalf of the Branch. Serve our Spanish-speaking and English-speaking clients with professionalism and care. Qualifications: High school diploma or equivalent required Minimum 1 year experience as a Loan Officer Assistant, Loan Production Coordinator, or Loan Processor in the mortgage industry Bilingual in English and Spanish required Reside within commuting distance of Melville, NY or Uniondale, NY preferred Strong organizational skills and keen attention to detail Excellent written and verbal communication skills in both English and Spanish Ability to multitask and prioritize in a fast-paced environment Proficient in Encompass and Microsoft Office Suite Knowledge of loan origination processes and documentation requirements Familiarity with federal and state mortgage regulations is a plus Positive attitude, team player, and willingness to learn

What makes Peapack Private different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year, by American Banker as one of the ‘Best Bank to Work For' across the nation. Our secret sauce in one word is our ‘culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing! Position Summary Lead the closing process for all loan products supported by the Commercial Real Estate (CRE) line of business. A CRE Loan Closer manages the loan closing process, ensuring all pre- and post-closing documentation is accurate and compliant with regulatory and internal policies. Commercial Loan Closer III may close agented or participated transactions, secondary market trades, letters of credit and/or construction loans. The position is responsible for maintaining the highest quality service to clients, prospects, as well as internal partners, ensuring the accuracy of client account administrative activities and developing collaborative relationships with clients. Responsibilities Document Management - Prepare, review, and organize all commercial loan documentation, ensuring accuracy and completeness. Execute a prudent closing process for all loan products including new loans, amendments, extensions, modifications, and renewals. Prepare, review, and approve the closing package and settlement statement. Review legal documents for completeness and accuracy. Compliance - Evaluate all closing documentation to ensure all pre-closing conditions and issues have been appropriately identified and accurately addressed. Confirm KYC and CIP have been completed. Maintain ongoing awareness of all legal and regulatory changes that may affect closing procedure. Due Diligence - Order and review required due diligence items such as title commitments, flood determinations, UCC searches, environmental assessments, and proof of insurance. Coordination - Act as a liaison between borrowers, attorneys, relationship managers, and internal teams to facilitate a smooth and timely closing process. Actively engage and manage all vendors involved in the transaction. Funding Process - Prepare wires for funding and ensure funding was processed including OFAC and Callbacks. Pipeline Management - Manage a pipeline of transactions, communicating status and conditions to internal and external partners. Record Keeping - Maintain accurate and organized records of all transaction communications, documentation, and funding activities. Transaction Coordination - Coordinate with the Loan Operations team to ensure that the transaction is properly recorded within the core receivable system. Coordinate with Collateral Team to ensure that all executed documentation is properly received and recorded in accordance with regulatory requirements. Identify exceptions that require post-closing follow-up. Benefits Overview: We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, a hybrid work environment (for most roles), education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $117,000 to $124,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Note: Incentives and/or benefits packages may vary depending on the position.

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Responsible for initiating the mortgage loan application process by meeting with and interviewing members and non-members to determine the mortgage product that best meets the applicant's needs, reviewing documents presented and creating a loan file within the mortgage loan origination system. Verbally communicating mortgage offers and preparing adverse action letters to the applicants when applicable. Education and/or Experience: * High School Diploma Required; Bachelor's degree (B.A.) from four-year College or University preferred * 1-4 years mortgage origination or mortgage sales experience. * Must have passed SAFE/NYS NMLS and maintain licensing and complete all related annual continuing education. Certification: Incumbent must comply with the SAFE act provisions and maintain active status in the NMLS Registry. NMLS certification required. Incumbent must possess a unique identifier number. Incumbent must renew registration annually between November 1 and December 31st of each calendar year. Any registration not renewed will become inactive. It is also the incumbent's responsibility to update the registry when applicable such as name change, job or employment changes. Job Responsibilities: * Develop and maintain business relationships with centers of influences in the assigned region or state such as real estate and attorney offices. Source new business by independently identifying potential clients that are in the market for a mortgage, and communicating the credit unions different mortgage programs, products and guidelines to these clients. * Evaluate and determine the creditworthiness of an application that is being submitted by a client for a mortgage. Manage and monitor the file from application to closing by collecting and verifying all documentation in relation to the application. * Be a key stakeholder in the entire mortgage process by working closely with the mortgage sales manager and processing team at the credit union by providing extraordinary service to both internal and external partners. Aligning his / her individual goals with the credit union's goal by meeting and exceeding productivity, quality and member service standards; providing recommendations whenever necessary to improve the mortgage process. * Partner and work closely with the mortgage sales manager by executing on specific projects to drive profitability for the credit union in the mortgage channel. * Attend networking events on behalf of the credit union and business development teams to include breakfasts, lunches to grow and improve his / her networking and prospecting opportunities. * Comply with all aspects as rules and regulations such as BSA (Bank Secrecy Act), AML (Anti-Money Laundering), OFAC (Office of Foreign Asset Control) and RESPA (Real Estate Settlement Procedures Act) as it relates to the position. * Performs other duties upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * Paid time off for vacation, personal days, and holidays * Fully-funded pension plan * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $37,000.00 annually plus commission eligibility. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1

***************************************************************************************************************************************************************** Responsible for the processing of all Consumer, Indirect, Home Equity Line of Credits and Home Equity Loans while ensuring adherence to all Credit Union policies, procedures and regulatory guidelines. ************************************************************************************************************** ESSENTIAL DUTIES AND RESPONSIBILITIES: Processing and document preparation of Home Equity Line of Credits, Fixed Rate Home Loans, Consumer Loans and Indirect Auto Loans. Efficiently utilize systems such as DecisionLender4, and other relevant software to support underwriting operations. Validate accuracy of Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios, ensuring compliance with all applicable policies and procedures. Verify that all approved or denied loan applications include the required signatures. Ensure strict adherence to Credit Union policies, internal procedures, and all relevant regulatory guidelines. Monitor loan files and borrower information for inconsistencies or red flags, actively identifying, reporting, and mitigating potential fraud in accordance with regulatory and internal guidelines. Monitor and meet all Departmental performance reporting and service goals. Interact with all necessary third-party vendors, Members, and Team Members. Provide data and reporting required to meet HMDA reporting requirements. Propose Lending Policy and procedural changes to the Team Lead and Centralized Lending Manager as required to enhance operational efficiencies and productivity or to meet regulatory or compliance mandates. Cross-sell credit union products and services, including deposit accounts and loan products, to meet Members' financial needs and enhance their overall financial well-being. Work at various branch locations as required. Other duties as assigned. ***************************************************************************************************************************************************************** REQUIREMENTS: High School diploma or a combination of education and experience. 1 year working in a financial institution, preferably in a Credit Union setting. NMLS ************************************************************************************************************** COMPENTENCIES: Knowledge of consumer and real estate underwriting practices Knowledge of Island's products and services Excellent written and oral communication skills Excellent organizational skills Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously. Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Outside Mortgage Loan Officer is responsible for originating mortgage loans by developing referral sources and attracting mortgage customers. The OMLO will advocate, educate, and support the member through the process from origination through closing. Core Contributions Develop and maintain relationships within the Long Island community, specifically with the real estate community. Meet or exceed sales goals by networking with centers of influence and identifying potential members in need of mortgage financing; Communicate mortgage programs, processes and guidelines to prospective clients. Work with members to structure a mortgage loan that meets their needs. Work on projects as required, assisting managers in setting strategies for sales originations to increase loan production and profit. Attend networking events on behalf of FourLeaf in coordination with business development within the corporate and charitable community that include breakfasts, lunches, dinners, galas and special events to build networking and prospecting opportunities. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), CFPB, and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position. Assets You Will Bring High School Diploma or GED. 1-4 years of mortgage sales experience required. NMLS License. PC, Windows, Internet proficient and MS Excel, Access, and Word skills. Public speaking skills preferred. Travel required. The estimated salary for this position is $35,000 annually plus commission. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.) What Sets Us Apart? Along with a comprehensive benefit package, we offer: Competitive 401k Tuition reimbursement Flexible work options Volunteer opportunities Water Cooler Chats with executive teammates Clubs & Sports Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

The Mortgage Loan Closer is responsible for the day to day pipeline management and closing of all residential mortgage loans, ensuring timely receipt of the packages back from the closing table and shipment of files to investors. This position does require daily interaction with the Compliance Dept., Attorneys, closing agent employees and customers, and reports to the Department Manager. Key Responsibilities 1. -Responsible for the review of all supplied information and accurate completion of all mortgage loan closing packages, including the most complicated programs such as FHA, VA, USDA and those including grant funds. 2. - Pay all FHA premiums within 10 days of closing. Upload funding packages within 48 hours of performing post closing review 3. -Responsible for the management of closing and clear to close pipelines 4. -Submission of accurate closing packages to attorneys at least 24 hours in advance 5. -Consistently utilize all portions of the Closing Compliance and File Audit Checklist during each step of the closing/funding process. 6. -Effectively communicate with attorneys, borrowers, and co-workers in a professional and positive manner. 7. -Accurately review closing disclosures and all legal documents (prior to closing and post closing) to certify that the Banks' proper lien position, compliance and investor requirements have been properly fulfilled. Gather any missing documentation and ensure packages are complete and well documented. 8. - Order wires on closing transactions daily so funds reach the closing agent on the day of closing. 9. -Responsible for reviewing all signed funding documents sent from the closing agent, and confirming all "at closing" conditions on the final loan approval have been met prior to issuing the funding. 10. -Complete all past close closing to board loans to servicing by the 15th of the month for the previous month. 11. -Responsible for preparing training documentation of all closing functions and serves as a resource to Closers within the department.

Responsibilities include but are not limited to: Meet with potential borrowers to understand their financial goals and homeownership aspirations. Maintain knowledge of various mortgage products. Educate clients about the features, benefits and terms related to the mortgage options. Assists clients with the mortgage application process and collection of necessary documentation. Analyze client credit reports, financial statements and debt-to-income ratios to determine mortgage pre-qualification. Maintain strong client relationships to ensure long-term business growth and referrals. Network with real estate agents, builders and other industry professionals to generate leads. Provide positive customer experiences by addressing all questions and concerns related to the mortgage application and approval process. Maintains knowledge of all lending regulations to ensure regulatory compliance.

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: $30.00-$33.00 Bonus: 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. 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 ***************************

Our mortgage team is growing, and we're seeking an experienced senior loan processor to join our group of lending professionals. The ideal candidate will have several years of experience as a loan processor, excellent time management and customer service skills, and exceptional attention to detail. If you're looking for an excellent opportunity with plenty of room for growth, apply today! This position is based in Lake Success and is not a remote position. The schedule is Monday-Friday from 9 am to 6 pm. Minimum 3-5 years of proven success as a Loan Processor at a mortgage broker, mortgage lender, bank, or credit union working in a high-volume pipeline.