Loan specialist jobs in Stockton, CA - 81 jobs

**About the Role:** In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. + Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. + Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. + Verify and determine the amount and source of borrower injection funds. + Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. + Prepare lenders instructions and coordinate loan closings with escrow and title companies. + Perform loan related searches on individuals, entities, and collateral. + Responsible for accurate ordering and generation of Laser Pro and SBA documents. + Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. + May be asked to coach, mentor, or train others within the team. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes personal initiative and is a positive example for others to emulate. + Embraces our vision to become "Business Bank of Choice" + May perform other duties as assigned **About** **You:** + H.S. Diploma/GED + 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. + Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. + Ability to comply with bank policy and procedures. + Experience working with SBA production staff and underwriters. + Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. + Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. + Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. + Ability to work under pressure and organize own work with guidance from Supervisor. **Job Location(s):** Ability to work fully onsite at posted location(s). The pay range for this role is $28.00 - $40.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. **Primary Location:** Ability to work fully onsite at posted location(s). 3111 Camino Del Rio North Suite 200 San Diego CA 92108 **Our Benefits:** We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. **Our Commitment to Diversity:** Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://******************** **To Staffing and Recruiting Agencies:** Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Moorpark, CA Pasadena, CA Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-26. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141858 ### Place of Work On-site ### Requisition ID 141858 ### Application Email ****************************

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines.

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas. We're looking for a Mortgage Loan Servicing Specialist to provide essential administrative and clerical support for our Real Estate and Consumer Loan teams. In this role, you'll be the go-to expert for processing loan requests, maintain records, ensuring compliance, and helping us deliver a fast, friendly member experience. What You'll Do: Process loan account requests from modifications and corrections to payments, due dates, and more. Handle Real Estate loans, reconveyances, subordinations, and escrow accounts. Maintain loan records, prepare payoff demands, and complete HMDA reporting. Manage loan protection products (GAP, MBP, Debt Protection, Collateral Protection). Respond to audit requests promptly and in full compliance. Support team goals for quicker, smoother service to our members. What You'll Bring: 3-5 years of related mortgage experience in loan servicing or a similar field. A two-year degree, specialized certification, or equivalent training and experience. Strong organizational skills with the ability to multitask and meet deadlines. Proficiency with MS word, excel, and outlook. Excellent communication skills and attention to detail. MLO registration may be required. Be part of a collaborative, member-focused team where your expertise, accuracy, and efficiency directly contribute to member satisfaction and organizational success! Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period. Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location. 1st United Credit Union is an Equal Opportunity Employer

Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. When Todd Scrima, our owner and CEO founded our company in 1995 his dream was not to be the biggest, but to strive to be the best. Our growth mindset, positive culture, and history of stability are just a few things that position our company as a leader in the mortgage industry. Benefits and Perks: We offer a competitive compensation structure Professional and financial growth through building teams Professional Coaching and mentoring Full benefits including 401K with match Top Producers are annually invited to Leaders Club (an all-inclusive 5-star vacation) Job Description Loan Processor - Loan Coordinator This job is for you if you LOVE the mortgage industry and you are an experienced Loan Originator Assistant or Loan Processor who craves more interaction with borrowers and clients. Let's put your mortgage experience to work - with us at Summit Funding where you can help our clients achieve their dream of home ownership! We are looking for a VERY detailed oriented experienced mortgage professional with a background in processing conventional and government loans to join our team. Summit processing loans in an efficient and timely manner, working directly with the borrower, referral partners, Loan Officer Team, and Underwriting and Closing teams. Starting pay ranges between $28 - $32/hr depending on experience plus per file bonuses. This position reports out of the Sacramento or Lodi Branch but is offered as hybrid-remote or remote depending on experience and location. Candidates local to Sacramento or Lodi with the ability work in the office will be preferred. Normal work schedule will be Monday through Friday but ability to work overtime and weekends is a plus. Normal start time will be between the hours of 7am and 9am Pacific time, and normal end time will be between 3:30pm and 6pm Pacific time. What YOU will do to make a difference at Summit Funding: Solve escrow issues without involving the Loan Officer when possible. Receive loan applications, obtain credit information for applicants, and collect all needed documentation for loans. Documentation to include: Verifications of Deposit (VOD), Verifications of Employment (VOE), appraisal, title, etc. as appropriate. Disclose Loans, answer all borrower questions or refer to Loan Officer as needed. Verify loans are complete and submit to Underwriting based on Investor and/or Automated Underwriting System (AUS) requirements within 24 hours of receipt of documents. Clear any conditions that require communication to title companies, appraiser, employers, surveyors, etc. Collect all necessary items needed to prepare the Closing Disclosure (CD), and ensure timely drawing and delivery of the CD in order to meet the expected close of escrow. Ensure closing instructions and documents have been released to title 72 hours before closing, and a final settlement statement is issued to the Loan Officer or team 48 hours prior to closing. Review all closing statements and compare to signed Good Faith Estimate (GFE) before signings, and correct discrepancies where needed. Meet with clients to sign loan documents. Send out correspondence including thank you cards, closing cost calculations, etc. Coordinate closing details with clients. Maintain a detailed conversation log for each file. Qualifications Prefer a minimum of 2 years of recent experience in mortgage lending preferably in processing Working knowledge of loan program guidelines including conventional, jumbo, and government loan programs including FHA, VA, USDA, DPA, Bond loans as well as Non QM loans. Proficiency in DU/LP/GUS and/or other major LOS, Encompass preferred. Ability to calculate income Strong verbal and written communication skills Creative problem solver with a positive attitude Ability to prioritize and multi-task in order to meet deadlines, strong organization skills Strong sense of urgency and responsiveness along with the ability to demonstrate professionalism Ability to work full time, 40 hour a week schedule Additional Information All your information will be kept confidential according to EEO guidelines.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Collects on delinquent consumer loans. Performs skip-tracing to establish contact with borrowers to re-establish payment program and to determine potential problem accounts. Works out payment problems with customer. Responds to all inquiries from customers, branches, and loan officers. Maintains customer relations while following necessary procedures. Will perform the following duties on a daily basis: Collects delinquent installment and revolving loans by contacting borrowers by telephone or correspondence to obtain payment, performing proper documentation. Performs skip-tracing on customers and establishes contact to re-establish payment program, and to determine potential problem accounts. Inputs changes on Collection Management Systems. For example, changes of addresses, phone numbers, and account updates. Resolves customer disputes as they arise; refers unresolved and complex problems to supervisor. Completes collection queue on a daily basis. Performs additional job related duties as required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $18.98

Direct Loan Processor Specialist I The Direct Loan Processor Specialist I provides prompt, efficient, and accurate assistance from the application stage through the funding process for consumer loans. This role manages high volumes of inbound and outbound calls, supports branch and member services with complex loans, and ensures compliance with state and federal regulations. Responsibilities Interpret and adhere to state and federal compliance laws, including anti-money laundering regulations. Manage a high volume of loan-related calls and applications efficiently. Prepare and audit loan documents with strict accuracy and compliance. Collaborate with multiple departments throughout the loan application process. Identify and mitigate potential fraud and suspicious activities. Conduct member interviews and perform financial analyses to meet loan requirements. Maintain effective communication with members and stakeholders to ensure exceptional customer service. Requirements Experience working in a busy call center environment with high call and loan processing volumes. Strong multitasking abilities with acute attention to detail and accuracy. Exceptional verbal and written communication skills. Proficiency in Microsoft Office applications and familiarity with lending policies. Ability to work under pressure while managing multiple responsibilities simultaneously. Physical capability to sit for extended periods, occasional mobility throughout the department, and lift up to 15 lbs. Skill Deep understanding of compliance regulations and lending procedures. Effective customer service and problem-solving skills. Excellent organizational, communication, and collaborative skills. Critical thinking with a proactive, can-do attitude. Summary Qualification High school diploma or equivalent required;some college preferred. Minimum of 3 years' experience in a fast-paced call center or similar environment handling high call and loan processing volumes. Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.

Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country's largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Member Loan Consultant Representative! Your Purpose You will be responsible for making outbound phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner. What You'll Do To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branches and electronic channels. Educate and cross-sell members on the company's deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs. Occasionally assist with in-bound member service calls dealing with routine member account inquiries and transactions on an overflow basis. Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally. Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions. Perform other related duties as assigned. Salary Range: $20.34 - $30.01 OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries: We offer superior benefits Medical, dental and vision benefits that cover the employee, spouse and dependents Retiree medical benefits A defined benefit Pension Plan with 100% employer contributions of $3.50/hour $10,000 Life Insurance $5,000 Accidental Death and Dismemberment 11 ½ Paid Holidays per year 17 days of Paid Time Off (PTO) to start Annual Performance Bonus Program - Up to 5% of employee's annual base paid on December 15 th of each year A 401(k) plan OE Federal Membership For You and Family Employee loan discounts Casual dress code Find your team, find your fit! If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly. OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

Responsible for evaluating and approving condominium projects for the Residential Mortgage Department in accordance with federal agency guidelines (e.g., Fannie Mae, Freddie Mac and Federal Housing Administration ("FHA")). Ensure condominium projects meet eligibility criteria for mortgage financing and mitigate risk by identifying potential issues related to project documentation, financial stability, insurance coverage and legal compliance. Responsibilities * Review and analyze condominium project documentation including budgets, insurance certificates, legal documents (e.g., declarations, bylaws), and meeting minutes. * Determine project eligibility based on federal agency-specific guidelines and applicable secondary market overlays. * Communicate with lenders, project managers and internal stakeholders to obtain missing or clarifying documentation. * Maintain accurate records of project reviews and decisions in the loan origination system. * Collaborate with Operations staff to ensure consistent application of agency standards. * Stay current with changes in federal agency guidelines and industry best practices. * Provide training and support to underwriting staff on condominium review procedures. * Identify and escalate complex or high-risk projects to senior staff or management. Qualifications * HS diploma or equivalent required. * Minimum 3 - 5 years of experience in either mortgage underwriting, project view or related field. * Agency-specific condo review training or certification preferred. * Experience with agency condominium review processes (Fannie Mae, Freddie Mac, FHA, Veterans Affairs ("VA") strongly preferred. * Proficiency in loan origination systems ("LOS") and document management platforms strongly preferred. * MS Office proficiency required. * Familiarity with agency portals and condo review tools. * Excellent written and verbal communication skills. WORKING CONDITIONS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions. COMPENSATION: $65,000 to $85,000

To provide service to the Credit Union by processing approved consumer loan applications (direct and indirect), including HELOC applications, to ensure compliance with all Credit Union policies and procedures. Process approved consumer loan applications, reviewing to ensure correct and accurate stipulations. Orders proper services from vendors to ensure HELOCs meet all processing requirements. Ensure all indirect membership accounts created on the core data system are correct and fund loans in the indirect loan origination system verifying that indirect loans show funded in the CUDL system. Communicate with member service specialists, loan service specialists, and dealer partners about any incomplete paperwork or missing items related to the processing of new loans. Ensure all loans are created in Symitar correctly, and all information is accurate. Verify all loan package checklist items are complete. Verify member eligibility through Chex Systems and OFAC. Provide documents for loan closings using DocuSign or In-Branch signing. Utilize an indirect lending system processor to track loan package progress. Fund loans within a few hours but no more than 24 hours after receiving the completed loan package. Maintain effective working relationships with Member Service Specialists, Lending & Sales Advisors, and Dealership Partners to ensure rapid funding turnaround times. Knowledge of BSA/OFAC Other duties as assigned by Lending leadership. Education, Experience & Skills A high school degree or GED is required Six months to two years of similar or related experience, including time spent in preparatory positions. Bilingual (Spanish/English) fluency is preferred. Familiarity with all loan applications, notes and documents Knowledge of credit union consumer lending policies, procedures, and computer systems (Loan Origination System, Symitar, and Indirect Module) Excellent communication and interpersonal skills with members and co-workers Efficient, accurate and detail-oriented Pay Range & Work Schedule This position is a Tier 7 with an hourly range of $22.63 to $33.95 The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations Full Time, typically 36-40 hours per week. Schedule will be based around departments needs but will typically be: Monday to Friday- 8:30am-5:30pm Flexibility to occasionally work early or late hours, typically with advance notice

Title: Loan Servicing Operations Specialist - Non-Impounded (Temp) Hiring salary range: $22.21 - $27.16 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Operations team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under limited supervision, the Loan Servicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the Loan Servicing Department with respect to insurance for residential and consumer loans in accordance with specific instructions, policies, guidelines and procedures. The Specialist is to ensure timely updating of insurance information and tracking of expired insurance, subsequent force placement and monitoring for all residential and consumer loans. Roles and Responsibilities * Track expired fire insurance for non-impounded residential and consumer loans * Send requests to insurance agents to get updated insurance declarations * Call insurance agents when updated insurance has not been received * Update insurance information to the loan servicing MSP system from evidence of insurance received by mail and fax * Preparation of documents for scanning * Preparation of quality control findings and subsequent reports * Additional tasks as assigned Minimum Qualifications * High school graduate with some college level education or equivalent combination and experience * Minimum of 2 years customer service experience * Ability to maintain good relationship with customers and other employees * Analytical thinking ability, diplomacy, and professionalism are required * Task oriented with the ability to work on deadline * Excellent verbal and written communication skills * Moderate computer skills including working knowledge of Microsoft Office * Excellent customer service skills * Excellent organizational skills * Some knowledge of property fire insurance preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $22.21 - $27.16 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Responsibilities Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow. Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines. Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours outside of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. Responsibilities: Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment in good standing. Qualifications Must have applicable state licensing. Two to five years' experience are preferred. Must also meet one of the following 3 options: Actively funding more than 2 loans/month, or Xinnix Training completion for Loan Origination required, or Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Skills: Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues. Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative. Ability to handle detailed assignments and maintain confidentiality. Excellent communication and interpersonal skills. Organizational skills necessary to prioritize workload and delegate responsibility. Travel: May be required.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws. Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed. May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels. Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings. Monitor, collect, and review required due diligence items as applicable Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed. Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system. Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process Monitor and manage interest reserve budgets and payments until the budget is fully disbursed Other responsibilities as assigned All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: H.S Diploma/GED. Req 5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required 2-4 years of Title and escrow experience Preferred Demonstrated knowledge of title, escrow, survey, and loan documentation preparation Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties Excellent organizational and project management skills Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents Excellent technical expertise in construction draw administration functions Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems Excellent customer relations skills Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization Detail-oriented Demonstrated ability to effectively multi-task and maintain a high level of organization Demonstrated knowledge of accounting principles and loan accounting systems Job Location(s): Ability to work fully onsite at posted location(s). Mountlake Terrace, WA Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Central Valley (Stockton, Modesto, Sacramento, Turlock), CA. This position is a producing role with salary and incentives .PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency. Collaborates with internal and external stakeholders to complete mortgage transactions. Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, SalesCompetenciesCoaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $37,440.00 - $37,440.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/04/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

The ideal candidate is passionate about delivering superior service to our members. The Financial Services Representative is responsible for interviewing members to identify products and services that best fit their financial needs. The Account Administration/Loan Processor uses their knowledge of Credit Union products and services, including deposits, IRAs, Trust Accounts, and consumer loans, to provide excellent service to our members. Also acts as a liaison to our core sponsor to increase membership and engagement in the Credit Union. Responsibilities Demonstrate our Core Values and First-Class Service Standards in all aspects of the job. Open new membership accounts, trust accounts and enhance the membership with supporting products and services that are convenient and gives peace of mind. Provide applicable disclosures for new accounts and lending products Determine collateral needs and payment plans for members applying for loans. Review credit report upon account opening to verify identity and look for additional cross-sell opportunities Interviewing, processing and disbursing consumer loan requests. Verify debts and estimate monthly payment for any outstanding debts not listed and add them to the debts on application. Calculate debt to income ratios. Cross-sell additional member loan benefits such as MBI, GAP and Debt Protection. Obtain a copy of members' auto insurance policies and verify if the deductibles are within credit union policy and that the credit union is listed as lien holder Explain reasons for denial and explore options for members when loans are denied Process and order VISA Credit Cards Open IRAs and Share Certificates Identify problems, research and analyze issues from different perspectives Timely and correct processing of loan and DMV files. Ensure that collateralized loans have the appropriate title work, documentation and fees so that a completed title is received within 90 days of funding Follow Credit Union safety and security procedures Maintain knowledge on all state and federal regulations related to lending and branch operations Maintain a professional and courteous demeanor with all people, including fellow employees, members, management staff, board, supervisory members and outside vendors Assist other members and employees by answering questions, solving problems and helping complex work related matters Assist with business development activities when warranted including New Employee Orientation and site visits. Meet or exceed goals on their scorecard Call members or send correspondence to create business and increase lending pipeline Complete projects in a timely manner Process IRA reports and RMDs in an efficient and timely manner Act as the liaison between the credit union and employee groups to develop new membership opportunities. Conduct presentations and seminars to our employee group and their employees. Prepares visitation schedule and prepares weekly call reports. Perform outbound calls to secure visits at post office locations. Perform outbound calls to cross-sell products and services to new and existing members. Develops new member relationships by attending postal employee meetings and events. Actively participate in all sales and service activities, goals and responsibilities as requested. Communicate regularly and effectively with management to ensure corporate goals are met. Participates in the development and execution of business development plans. Generate awareness that drives brand loyalty. Keep abreast of industry trends, competition, and new opportunities. Perform other duties as assigned Requirements Minimum of 2 years' experience in a Credit Union or, financial institution performing similar job duties is preferred. Excellent verbal and written communication skills, including writing business correspondence. Excellent interpersonal skills Ability to work 32+ hours a week, Monday through Friday Hold Notary appointment Strong problem-solving skills and possess the ability to make sound judgment decisions. Goal driven and able to meet or exceed established cross-sell goals Must be proficient in job related technology applications including the Credit Union's operating system and lending system. Proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook). Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to work independently or within a team to accomplish goals and objectives. Ability to provide attention to detail with accurate and consistent results. Must be able to effectively handle multiple, simultaneous and changing priorities. Must be able to operate office/branch equipment including telephone, copier, scanner, cash recycler, and ATM. Working knowledge of operational regulations, laws, and principles Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger including frequent keyboarding for periods of time, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk and hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

TITLE: RESIDENTIAL LOAN CONSULTANT DEPARTMENT: LENDING REPORTS TO: LENDING MANAGER PAY SCALE: BASE PLUS COMMISSION We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for a Residential Loan Consultant position. An individual who derives satisfaction and accomplishment from assisting clients with their real estate lending needs would be successful in this position. RESPONSIBILITIES INCLUDE: Meeting with clients in-person to discuss their mortgage loan needs and SCU's products Originate real estate loans from real estate agents, builders, community lending agencies, and credit union members. Maintains and continually develops strong relationships with existing real estate professionals as referral sources for new mortgage originations. Assist members and non-members with the loan application process to ensure required documentation is complete. Obtain documentation and enter a well-documented loan into loan operating system. Provides quality member service/communication, including return telephone calls, promptly and provides status of loans in process with each member and realtor on a weekly basis. Acts as liaison between applicant and loan processing staff. Conform to SCU, Fannie Mae, FHLMC, FHA, VA and investor guidelines and policies regarding each loan request to maximize loan quality. Recognize possible loan policy and underwriting guideline exceptions which should be reviewed with underwriter at loan inception. Represent SCU with active participation in approved community outreach functions/ committees for the purposes of developing new business. Adheres to SCU's Bank Secrecy Act and Money Laundering policies and procedures Completes and achieves an acceptable score on SCU's annual product assessment Maintains effective communication and working relationships with all real estate sales agents, community groups, members, and co-workers MINIMUM QUALIFICATIONS: Bachelor's Degree or equivalent related work experience desired. Minimum two years successful residential loan origination sales experience desired. Minimum four years retail lending and sales experience in mortgage, banking and/or credit union financial institution is preferred. Must register with NMLS Registry and keep registration information current. Demonstrated ability to develop strong consumer and business partner relationships. Possess existing real estate professional or builder base that can be leveraged immediately for quality loan applications. Possess solid mortgage product knowledge. Possess strong communication and member service skills. Demonstrated ability to effectively negotiate with potential members in an articulate and well-organized manner. Ability to work beyond or outside usual business hours. PC skills to include word processing spread sheets and contact management software Must be able to meet clients in person as needed. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods: Stand for long periods, up to 50% of the time. Sit for long periods, up to 50% of the time. View computer screen for extended periods, up to 50% of the time. Use of telephone, up to 40% of the time Bending/stooping to lift up to 10 pounds occasionally, up to 5% of time. WORK ENVIRONMENT: Customarily and regularly works more than half the working time away from the credit union's place of business Extensive travel to meet with members, potential members, real estate officers, subdivision sales officers, etc. Access to a normal business office environment Our excellent benefits package includes medical, dental, vision, life insurance/AD&D, short-term and long-term disability, 401(k) and more. It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview We seek to hire a Regional Home Loan Consultant. In this role, responsibilities will include originating home loans and lines of credit though direct contacts with members or by other referral sources. Responsibilities * Meets with members to discuss loan programs and recommends appropriate product(s) to meet the member's needs. * Develop referral sources through assigned branches, local realtors, and in the community. * Must meet with assigned branches weekly. * Responsible for obtaining and submitting a complete loan application with the required supporting documentation. * Responsible to notify the borrower of decline and refer to PCS for an alternative solution. * Responsible to meet minimum production goals assigned. * Responsible to meet disclosure requirements for all real estate loans. * Maintain accurate status in origination systems for all loans assigned. * Make presentations and represent Patelco Credit Union at functions as directed. * Recognize Cross sell opportunities and refer to appropriate team. * Keep members personal information safe and secure per Patelco's Security Policy. * Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures. * Other duties as assigned. Qualifications * 2 years of experience of external real estate or mortgage loan sales * Knowledge of FNMA and FHLMC guidelines preferred * Excellent oral and written communication skills. * Good public relations ability * Demonstrate skill in planning, organizing and controlling work: * Ability to work in a team environment. * Must have ability to use personal computer with emphasis on Word and Excel. * This role is 100% travel. Ability to travel is required. Must have valid CA driver's license. Target Base Pay $22.00/hr This role offers a competitive compensation plan that includes a base salary combined with a variable compensation plan with on-target earnings. Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

Temp We are recruiting a Direct Loan Processor to join our highly reputable client at their corporate office in Sacramento. The Direct Loan Processor is responsible for the fulfillment operations of new consumer loan applications through the direct lending channels. The ideal candidate will have previous banking/financial institution experience and prior consumer loan processing experience. This is a six-month contract opportunity with the potential to be hired full-time! Pay: $22.00/Hour (DOE) PRIMARY RESPONSIBILITIES: Conduct member interviews and gather information to satisfy loan conditions. Audit various operational documents, including executed loan documents, and reports to ensure proper procedural compliance, accuracy, and authenticity. Maintain a thorough understanding of state and federal laws and regulations. Meet performance standards comparable to grade level in funded loan and/or e-mail volume, and phone efficiency in a fast-paced environment. Perform support functions such as e-mail correspondence, consumer loan fulfillment, audit, call escalations, or other. Results oriented including a willingness to take on any task required to meet or exceed team goals and objectives. Perform financial analysis of personal and corporate tax returns and applicable schedules, 4506T forms, W-2s, and pay stubs. Ability to identify potential fraud, suspicious activity, and identity theft. Perform other tasks as assigned. SKILLS AND QUALIFICATIONS: High school diploma or equivalent required. 2 years of experience in customer service or transaction processing preferred; background in call center or consumer lending environments is a strong plus. Excellent oral and written communication skills. Ability to multi-task. Possess and use sound judgment. High attention to detail and accuracy. Working knowledge and ability to use Microsoft Office software or other standard office equipment. Ability to work independently and in a fast-paced environment.

We are recruiting a Direct Loan Processor to join our highly reputable client at their corporate office in Sacramento. The Direct Loan Processor is responsible for the fulfillment operations of new consumer loan applications through the direct lending channels. The ideal candidate will have previous banking/financial institution experience and prior consumer loan processing experience. This is a six-month contract opportunity with the potential to be hired full-time! Pay: $22.00/Hour (DOE) PRIMARY RESPONSIBILITIES: Conduct member interviews and gather information to satisfy loan conditions. Audit various operational documents, including executed loan documents, and reports to ensure proper procedural compliance, accuracy, and authenticity. Maintain a thorough understanding of state and federal laws and regulations. Meet performance standards comparable to grade level in funded loan and/or e-mail volume, and phone efficiency in a fast-paced environment. Perform support functions such as e-mail correspondence, consumer loan fulfillment, audit, call escalations, or other. Results oriented including a willingness to take on any task required to meet or exceed team goals and objectives. Perform financial analysis of personal and corporate tax returns and applicable schedules, 4506T forms, W-2s, and pay stubs. Ability to identify potential fraud, suspicious activity, and identity theft. Perform other tasks as assigned. SKILLS AND QUALIFICATIONS: High school diploma or equivalent required. 2 years of experience in customer service or transaction processing preferred; background in call center or consumer lending environments is a strong plus. Excellent oral and written communication skills. Ability to multi-task. Possess and use sound judgment. High attention to detail and accuracy. Working knowledge and ability to use Microsoft Office software or other standard office equipment. Ability to work independently and in a fast-paced environment.