Loan specialist jobs in Texas

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at *********************** Loan Specialist - Sales (range $36k - $70k) ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available. WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience. You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly. WHAT'S IN IT FOR YOU: Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential Training Paid time off and paid holidays 401K with company match Health, dental, vision, life and disability insurance options HOW YOU WILL DO IT: Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally. Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers. Develop sales skills to effectively present benefits of loan options and sell additional products Manage expectations and overcome objections with a consultative sales approach. Work within our lending partners' guidelines. Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded. Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc. Collaboration: Work closely with other team members and departments to ensure a seamless customer experience. Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities. Effectively manage and maintain an organized pipeline. Additional duties as required. WHAT WE ARE LOOKING FOR: We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to: Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature. Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill. Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess. Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively. We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success. WHAT YOU NEED: Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred. Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills. Math Skills: Basic computation skills High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day. Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills. Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations. Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources Powered by JazzHR Ob0TE2ZC23

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Loan Post Closing Specialist II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Loan Post Closing Specialist II - Mortgage, you are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind. What you'll do: Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system Post collateral on the Mortgage loan system Perform adjustments and maintenance to the Shaw loan system Prep loan packages for imaging Perform various corrections to Deeds of Trust with the county Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Minimum 1 year Real Estate loan documentation experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Apply Description At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Post Closing Specialist. Description: The Commercial Loan Post Closing Specialist position is responsible for the quality and compliance of documented loan requests. Thorough evaluation of the executed loan package and supporting documentation. Responsibilities: Review the loan on the core system for accuracy. Review and maintenance of loan covenants and exceptions. Monitor department inboxes and process requests as needed. Ensure loan adheres to Compliance and Audit standards and expectations. Maintain Service Level Agreements in a high-volume, high-stress environment. Maintain knowledge of commercial loan regulatory requirements. Maintain high level of accuracy. Complete special projects as required. Education/Experience Preferred: 3-5 years of Commercial Real Estate Experience and/or documentation experience. Attorney Prepared documentation experience preferred. Consumer documentation experience optional. SBA documentation experience a plus. Must possess exceptional organizational and time management skills. Ability to achieve high production and quality standards. Must possess excellent interpersonal and leadership skills. Proficiency with Microsoft Outlook and all other Microsoft applications. Ability to learn new systems and understand additional bank system functionality. Must possess excellent verbal and written communication skills. Must be able to work flexible hours to meet necessary deadlines. PREFERRED: FISERV and nCino system experience Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy .

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Special Loans and Servicing Operations Department administers the complicated details of non-fixed rate loan products such as adjustable-rate mortgages (ARMs), Commercial Loans, Home Equity Lines of Credit (HELOCs), Daily Simple Interest (DSI) loans, Balloon loans, and modifications, SCRA, among other responsibilities. Special Loans Specialist I supports the Special Loans Department with efficient and timely completion of departmental tasks and goals. The Special Loans Specialist I must be detail-oriented and able to work under pressure on a variety of tasks, including research and resolution of escalated/priority requests and project tasks. Principal Duties * Research servicing histories and setup of ARM, DSI, and modified loans, collects supporting documentation, and assists in preparing audit responses. * Analyzes exception reports and clears exceptions by researching and adjusting loans as necessary. * Monitors the status of ARM loans; assists in resolving servicing transfer/loan setup; research ARM loan payment histories. * Audits ARM Change Notifications prior to mailing. * Performs document to data reviews to ensure proper servicing of various loan types and ensuring adherence to investor and regulatory guidelines. * Reviews and processes modification requests. * Conducts special projects as assigned by Special Loans management. * Calculate loan amortizations to correct posting errors by Shellpoint or previous servicers. * Update loans through adjustments and payment reapplications to reflect the proper accounting of all payments made per department requests. * Supports management in achieving goals and improving the efficiency/productivity of the department. * Completes miscellaneous tasks as necessary or required. * Performs related duties as assigned by management. Education and Experience Requirements * High school diploma or equivalent, required. * Bachelor's degree, preferred. * 0-2 years' experience in the mortgage industry. Knowledge, Skill, and Ability Requirements * Proficient working knowledge of Microsoft Outlook, Word, and Excel. * Strong knowledge of mortgage documents, security instruments, and modification documents. * Strong verbal and written communication skills. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Special Loans and Servicing Operations Department administers the complicated details of non-fixed rate loan products such as adjustable-rate mortgages (ARMs), Commercial Loans, Home Equity Lines of Credit (HELOCs), Daily Simple Interest (DSI) loans, Balloon loans, and modifications, SCRA, among other responsibilities. Special Loans Specialist I supports the Special Loans Department with efficient and timely completion of departmental tasks and goals. The Special Loans Specialist I must be detail-oriented and able to work under pressure on a variety of tasks, including research and resolution of escalated/priority requests and project tasks. Principal Duties Research servicing histories and setup of ARM, DSI, and modified loans, collects supporting documentation, and assists in preparing audit responses. Analyzes exception reports and clears exceptions by researching and adjusting loans as necessary. Monitors the status of ARM loans; assists in resolving servicing transfer/loan setup; research ARM loan payment histories. Audits ARM Change Notifications prior to mailing. Performs document to data reviews to ensure proper servicing of various loan types and ensuring adherence to investor and regulatory guidelines. Reviews and processes modification requests. Conducts special projects as assigned by Special Loans management. Calculate loan amortizations to correct posting errors by Shellpoint or previous servicers. Update loans through adjustments and payment reapplications to reflect the proper accounting of all payments made per department requests. Supports management in achieving goals and improving the efficiency/productivity of the department. Completes miscellaneous tasks as necessary or required. Performs related duties as assigned by management. Education and Experience Requirements High school diploma or equivalent, required. Bachelor's degree, preferred. 0-2 years' experience in the mortgage industry. Knowledge, Skill, and Ability Requirements Proficient working knowledge of Microsoft Outlook, Word, and Excel. Strong knowledge of mortgage documents, security instruments, and modification documents. Strong verbal and written communication skills. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Post Closing Specialist. Description: The Commercial Loan Post Closing Specialist position is responsible for the quality and compliance of documented loan requests. Thorough evaluation of the executed loan package and supporting documentation. Responsibilities: Review the loan on the core system for accuracy. Review and maintenance of loan covenants and exceptions. Monitor department inboxes and process requests as needed. Ensure loan adheres to Compliance and Audit standards and expectations. Maintain Service Level Agreements in a high-volume, high-stress environment. Maintain knowledge of commercial loan regulatory requirements. Maintain high level of accuracy. Complete special projects as required. Education/Experience Preferred: 3-5 years of Commercial Real Estate Experience and/or documentation experience. Attorney Prepared documentation experience preferred. Consumer documentation experience optional. SBA documentation experience a plus. Must possess exceptional organizational and time management skills. Ability to achieve high production and quality standards. Must possess excellent interpersonal and leadership skills. Proficiency with Microsoft Outlook and all other Microsoft applications. Ability to learn new systems and understand additional bank system functionality. Must possess excellent verbal and written communication skills. Must be able to work flexible hours to meet necessary deadlines. PREFERRED: FISERV and nCino system experience Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our .

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: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX 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 $20-24. 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: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************

JPMorgan Chase is currently recruiting for several open roles in our Commercial Loan Servicing Team, including: Loan Servicers, Loan Closers, and Loan Originators. Join a team where your expertise shapes the future of real estate lending. Make an impact while growing your career and skills in a collaborative, fast-paced environment. Experience career mobility, recognition for your problem-solving abilities, and the benefits of working with industry leaders. Be part of a team that values innovation, teamwork, and personal growth. Job Summary As a Loan Origination & Closing Specialist within our Multifamily and Commercial Lending team, you play a key role in supporting our lending services. You manage the end-to-end loan origination and closing process, ensuring accuracy, compliance, and timely completion of transactions. You work closely with internal and external partners, helping us deliver exceptional service and maintain high standards. Your attention to detail and ability to resolve issues directly impact our clients and the success of our business. Additional Summary Paragraph You will oversee documentation, review closing packages, and coordinate with business teams and third-party vendors. Your knowledge of real estate transactions and strong organizational skills will help you manage a national portfolio and meet deadlines. This role offers opportunities to develop advanced skills, leverage technology, and contribute to a culture of excellence. Job responsibilities Prepare and finalize loan origination documentation for multifamily and commercial transactions Review closing packages, including HUD Settlement Statements, for accuracy and compliance Manage relationships with clients, internal teams, and third-party vendors Identify and resolve issues during loan origination and closing Coordinate and prioritize tasks to ensure timely transaction completion Apply knowledge of real estate laws, title policies, and escrow setups Audit loan documents and oversee closing package finalization Maintain accountability for turn time and manage a national portfolio Communicate clearly and professionally with stakeholders Use technology systems to support loan processing and funding procedures Adapt to changing priorities in a fast-paced environment Required qualifications, capabilities, and skills High School Diploma or GED One year of experience in loan closing or real estate transactions Strong organizational skills and attention to detail Ability to make independent decisions and solve problems Clear written and verbal communication skills Ability to work with minimal supervision Dependable and adaptable in a deadline-driven environment Proficient computer skills, including Microsoft Word and Excel Experience managing multiple tasks and meeting deadlines Ability to build and maintain stakeholder relationships Analytical skills for issue identification and resolution Preferred qualifications, capabilities, and skills Associate's or Bachelor's Degree in business, finance, or related field Three years of experience in multifamily or commercial loan closings Experience with HUD Settlement Statements Familiarity with SNDA's, estoppels, and tenant lease abstracts Experience working with complex borrowing entities (LLCs, corporations, trusts) Advanced proficiency in Microsoft Excel Experience coordinating with third-party vendors in real estate transactions Required or Additional Information Visa sponsorship is not available for this position. Work schedules will be full-time in office, on a 40-hour per week schedule. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. California Required Language FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Loan Post Closing Specialist II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Loan Post Closing Specialist II - Mortgage, you are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind. What you'll do: * Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system * Post collateral on the Mortgage loan system * Perform adjustments and maintenance to the Shaw loan system * Prep loan packages for imaging * Perform various corrections to Deeds of Trust with the county * Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: * Minimum 1 year Real Estate loan documentation experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we continue to grow and become a national brand in consumer financing, we hope you'll consider us for future career opportunities. If you are looking to make a meaningful impact in people's lives by bringing a personal touch to finances, join our team today! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #RGNL Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day Responsible for receiving and reviewing of loan remittance and correspondence transactions and handling applicable activity in accordance with company policies and all applicable regulatory requirements. Resolve exceptions, disposition loan remittances to corresponding loan balances, and prepare bank deposits maintaining the highest level of quality. Work with numerous departments to research, analyze and support responses to customer, investor and/or other 3rd party inquiries regarding default and/or non-defaulted loans. Handle transactions with limited supervision to complete daily tasks and duties. The Loan Remittance Specialist will: Open, capture and process remittance exception transactions in accordance with department protocol to meet all investor, insurer, state, federal and other compliance guidelines for specific transaction types and codes Review incoming documentation/correspondence for data integrity Identify/Escalate any scenarios that impact a loan transaction Handle remittance applications and loan adjustment transactions Provide feedback on out of balance conditions in the General Clearing Account Process all exception activity to ensure timely completion based established SLAs and escalation where applicable. Process daily posting consolidations to ensure all negotiable items are processed in accordance with applicable regulations and company policies Process and document negotiable items, collaborating with other internal departments to ensure accurate account documentation and posting instructions. Assist with researching and gathering backup for internal Compliance related reports and routines Provide feedback to create new compliance monitoring routines and update Policies and Procedures to document the process Responsible for handling daily transactional activities including but not limited to: Review and process all negotiable items received for loan transactions and payoffs; Reconcile completed activity within specified timeframes; Update and balance remittances, wires, logs and statistical reports; Print company disbursements; Prepare/Process remittances to reports and dispatch/mailing of correspondence and remittances, Ensure the confidentiality of loans and negotiable items Partner with various business units to research and execute routine transaction requests Support peers to ensure the completion of assigned tasks Perform other duties as assigned Demonstrate behaviors which are aligned with the organization's core values Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Financial Services and, if possible, mortgage industry experience preferred Excellent verbal, written and interpersonal, and customer service skills Personal computer knowledge, including advanced proficiency in Word, Excel and Gmail Team player with strong attention to detail, with the ability to work independently Proven track record at delivering timely and accurate information in a fast-paced environment Excellent critical thinking, problem solving and mathematical skills, using sound judgment Knowledge of mortgage industry practices, terminology and technology platforms preferred Knowledge of federal and state laws pertaining to the mortgage banking industry Experience using automated financial or loan tracking systems preferred Knowledge of customer service and collection principles a plus Basic knowledge of running existing queries and creating reports preferred Proficient in 10-key by touch Strong business acumen and ability to interface with management Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under general supervision, the Construction Draw Specialist assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers. Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients. The Construction Draw Specialist will engage with external vendors including third-party inspectors, surveyors, and title companies to gather project data and will input data into the draw monitoring system. High School diploma, general education degree (GED), or equivalent required. Minimum 2 years of lending/loan administration experience. Strong preference for previous experience with construction draw servicing or related construction industry experience. Knowledge of construction disbursement servicing system a plus. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and produce error-free work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Monitors construction draw pipeline for residential homebuilders and/or commercial construction loans. Performs general maintenance on loan accounts and ensures supporting documentation is uploaded into the monitoring system. Inputs budgets and schedules in draw monitoring system according to loan approval and supporting construction documents. Orders and reviews inspection reports, including final inspections, and surveys; ensures that project inspections are in line with draw request. Updates project completion progress in draw monitoring system in accordance to inspections. Reviews draw requests and borrowing base requirements to ensure appropriate approvals are secured and internal requirements are met. Verifies availability of funds prior to release. Reviews loan for outstanding past due payments. Ensures draw funds are held until past dues are resolved. Prepares loan advances and wires for completing construction draws. Communicates with lenders, lending assistants, borrowers, vendors, and other lending stakeholders on draw requests, including status updates, discrepancies, or any issues encountered when reviewing requests. Engages appropriate party to resolve discrepancies. Monitors exceptions on draw requests and coordinates with lending staff and borrower to clear exceptions. Monitors key loan account data such as down date endorsement requirements and construction loan binder extensions; documents data changes within the draw monitoring system. Tracks borrower equity injection reports to ensure project is in line with loan approval guidelines/requirements. Generates reports related to draw pipeline and provides to loan operations management. Additional duties and responsibilities as needed.

JPMorgan Chase is currently recruiting for several open roles in our Commercial Loan Servicing Team, including: Loan Servicers, Loan Closers, and Loan Originators. Join a team where your expertise shapes the future of real estate lending. Make an impact while growing your career and skills in a collaborative, fast-paced environment. Experience career mobility, recognition for your problem-solving abilities, and the benefits of working with industry leaders. Be part of a team that values innovation, teamwork, and personal growth. Job Summary As a Loan Origination & Closing Specialist within our Multifamily and Commercial Lending team, you play a key role in supporting our lending services. You manage the end-to-end loan origination and closing process, ensuring accuracy, compliance, and timely completion of transactions. You work closely with internal and external partners, helping us deliver exceptional service and maintain high standards. Your attention to detail and ability to resolve issues directly impact our clients and the success of our business. Additional Summary Paragraph You will oversee documentation, review closing packages, and coordinate with business teams and third-party vendors. Your knowledge of real estate transactions and strong organizational skills will help you manage a national portfolio and meet deadlines. This role offers opportunities to develop advanced skills, leverage technology, and contribute to a culture of excellence. Job responsibilities Prepare and finalize loan origination documentation for multifamily and commercial transactions Review closing packages, including HUD Settlement Statements, for accuracy and compliance Manage relationships with clients, internal teams, and third-party vendors Identify and resolve issues during loan origination and closing Coordinate and prioritize tasks to ensure timely transaction completion Apply knowledge of real estate laws, title policies, and escrow setups Audit loan documents and oversee closing package finalization Maintain accountability for turn time and manage a national portfolio Communicate clearly and professionally with stakeholders Use technology systems to support loan processing and funding procedures Adapt to changing priorities in a fast-paced environment Required qualifications, capabilities, and skills High School Diploma or GED One year of experience in loan closing or real estate transactions Strong organizational skills and attention to detail Ability to make independent decisions and solve problems Clear written and verbal communication skills Ability to work with minimal supervision Dependable and adaptable in a deadline-driven environment Proficient computer skills, including Microsoft Word and Excel Experience managing multiple tasks and meeting deadlines Ability to build and maintain stakeholder relationships Analytical skills for issue identification and resolution Preferred qualifications, capabilities, and skills Associate's or Bachelor's Degree in business, finance, or related field Three years of experience in multifamily or commercial loan closings Experience with HUD Settlement Statements Familiarity with SNDA's, estoppels, and tenant lease abstracts Experience working with complex borrowing entities (LLCs, corporations, trusts) Advanced proficiency in Microsoft Excel Experience coordinating with third-party vendors in real estate transactions Required or Additional Information Visa sponsorship is not available for this position. Work schedules will be full-time in office, on a 40-hour per week schedule. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. California Required Language FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You'll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we're not just funding deals - we're building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Junior Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our Chief Revenue Officer. You'll be an integral part of our lending team, responsible for engaging real estate investors, prequalifying loan opportunities, and supporting the full sales cycle. This is an entry-level, growth-focused role designed for driven individuals who are ready to learn about the lending industry from the ground up while making a real impact. You'll receive best-in-class training and mentorship to help you master the fundamentals of loan origination and relationship-building within the real estate finance space. RESPONSIBILTIES Client Engagement & Initial Qualification Conduct 50-75 outbound calls daily to connect with new leads and past borrowers Engage prospective borrowers to understand their investment goals and lending needs Educate clients on Park Place Finance's core loan products (Fix & Flip, Ground-Up Construction, DSCR) and how they can support their real estate projects Sales Support & Pipeline Development Assist senior Account Executives in gathering borrower information, property details, and financials for prequalification Support the prequalification process by using company-provided sizing tools and ensuring documentation accuracy Schedule and coordinate borrower meetings, presentations, and pipeline updates Relationship Building & Client Experience Maintain proactive, professional communication with borrowers and internal teams throughout the loan cycle Provide clear updates to ensure borrowers feel supported and informed every step of the way Build rapport and trust with real estate investors to support long-term relationships and future business opportunities Collaboration & Growth Work closely with loan processors, underwriters, and senior Account Executives to ensure deals progress smoothly Contribute to a collaborative team environment, sharing insights and supporting colleagues' success Embrace training and feedback to continuously improve your skills and prepare for future AE roles Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: Bachelor's degree or equivalent work experience in sales, customer service, or financial services Strong interpersonal and communication skills (written and verbal) Eagerness to learn and grow in a fast-paced, high-performance sales environment High level of perseverance and resilience; a “work hard, play hard” mentality Ability to manage multiple priorities and adapt to dynamic client needs Tech-savviness with CRM tools and general business software (e.g., email, Zoom) Preferred: Exposure to or familiarity with the real estate, mortgage lending, or financial services industries Experience with lead-driven, consultative sales environments Basic Excel skills (sorting, filters, simple analysis) Benefits PAY & OTE Salary: $40,000 with competitive uncapped commission structure and possibility of team monthly revenue sharing. Year 1 OTE: $85,000+ Year 2 OTE: $125,000+ *Note: There is no cap to total compensation. WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment-this is where you belong. Best-in-Class Training Uncapped Earning Potential & Competitive Compensation Package 100% Company-Paid Health Insurance (Medical, Dental, & Vision) Retirement with a 3% Match In-Office Gym Additional Perks & a culture that celebrates your hustle and ambition

Job Description This is a full-time sales role! Are you looking to launch a career that combines professional growth, meaningful impact, and upside earning potential? At New York Life, we're seeking ambitious individuals who are eager to help families and businesses protect their financial futures while building a business of their own. This opportunity is more than a job; it's the first step in having a lasting career with one of the most trusted names in the financial services industry. If you're motivated, coachable, and ready to step into a role where your success is directly rewarded, we'd love to connect. At New York Life, you'll have the freedom to grow your career your way, backed by world-class training, professional mentorship, and the strength of a company clients have trusted for over 180 years. What You'll Gain: Industry-leading training, mentorship, and development Clear career paths, including opportunities for leadership A purpose-driven environment focused on helping others succeed Benefits: 401(k) and pension plan Medical, dental, & vision health coverage Life & disability insurance Bonuses & incentives Compensation: $90,000 - $155,000 at plan earnings Responsibilities: Please note that this is a sales position! Build lasting client relationships by earning trust and delivering value. Identify financial needs and provide tailored solutions using our range of insurance and planning products. Prospect and develop new business through networking, referrals, and community engagement. Educate clients on life insurance, retirement, and wealth preservation strategies. Commit to ongoing professional development to expand financial knowledge and sharpen client service skills. Collaborate with team members and mentors to leverage expertise, share best practices, and continuously improve performance. Demonstrate resilience and a results-driven mindset by setting and achieving personal and professional goals Qualifications: Please note that this is a sales position! Strong desire to help others and make a positive impact. Enterprising mindset with a drive to achieve results. Excellent communication and relationship-building skills. Aspiration to grow into leadership or management roles as your career advances Self-disciplined, goal-oriented, and resilient. Commitment to continuous learning and professional development to stay ahead in a dynamic industry. Ability to thrive both independently and in a collaborative, team-driven environment. Bilingual skills are a plus. Previous sales or financial services experience is helpful but not required. Bachelor's degree preferred, but not required. Must be willing to obtain a state Life and Health license (training provided). About Company Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025. As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service. We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors. Benefits: 401(k) and pension plan Medical, dental, & vision health coverage Life & disability insurance Bonuses & incentives

THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at *********************** Loan Specialist - Sales (range $36k - $70k) ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available. WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience. You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly. WHAT'S IN IT FOR YOU: Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential Training Paid time off and paid holidays 401K with company match Health, dental, vision, life and disability insurance options HOW YOU WILL DO IT: Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally. Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers. Develop sales skills to effectively present benefits of loan options and sell additional products Manage expectations and overcome objections with a consultative sales approach. Work within our lending partners' guidelines. Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded. Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc. Collaboration: Work closely with other team members and departments to ensure a seamless customer experience. Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities. Effectively manage and maintain an organized pipeline. Additional duties as required. WHAT WE ARE LOOKING FOR: We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to: Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature. Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill. Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess. Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively. We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success. WHAT YOU NEED: Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred. Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills. Math Skills: Basic computation skills High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day. Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills. Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations. Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources

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 II 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: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - 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. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. 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 $20-24. 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: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.