Loan specialist jobs in Trenton, NJ

Job Description Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Business Loan Servicing Specialist. The person holding this position is responsible for assisting the CUSO in the administration of the payment function, reporting function, and portfolio management. This position should be able to make contributions in identifying opportunities for process improvements. Responsibilities Include: Familiarity with various credit unions' loan policy and procedures so the credit union clients servicing requirements are met following safe and soundness principals. Utilize appropriate software (PCFS 2000 &Ncino) to manage the insurance and collateral tracking processes. Pleasant interpersonal and skills necessary for projecting a positive image as representative of the CUSO and interacting with staff members of credit unions, and managing routine customer service tasks. Execute the processing of payments, loan participations, coordinate with the accounting departments of credit unions Ability to make transactions on lines of credit based and other revolving credits on requests in coordination with our credit union partners. Assist with the management of the collateral files, extensions and modifications of all member business credits, and insurance, through documented correspondence to obtain any and all documents needed to complete the process. Assist in the monitoring and maintenance of business loan covenants in a tracking mechanism. Send letters or other communication as needed to the business member in advance of the covenant deadline to insure receipt and analysis of the business member's compliance to the covenant. Prepare various daily reports for credit union and CUSO management when required. Requirements: Less than five years' experience in loan operations process and solving issues in a financial institution. Requires proficiency in the use of loan servicing platforms, loan documentation platforms, Word, and Excel programs. Requires professional, well-developed interpersonal skills essential for interacting with credit union executives while projecting a positive image as representative of the CUSO. Work requires knowledge of small business and consumer loan policy; credit granting criteria, interest rates and how they are computed, and required documentation for each type of loan. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

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 ****************************

Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The **Syndication Loan Specialist III (Middle Market Bought Loans)** manages and administers a portfolio of loans from origination through to closing as well as performing data integrity and loan documentation reviews in accordance with Bank policies, procedures, and regulatory requirements. This is a **Remote** career opportunity, however, incumbent must reside within the TD footprint. **Monday-Friday -** 8:00am to 5:00pm Eastern Standard Time **Depth & Scope:** + Manages a loan pipeline from origination through to closing in accordance with Bank policies and procedures + Provides documentation and Bank policy and procedure guidance to all lending areas + Conducts searches and perform necessary due diligence + Ensures all applicable loan documentation is uploaded to image repository system + Resolves more complex issues relating to closings + Serves as a resource and assists with training Loan Specialists + May assist in performing supervisory tasks + Works independently and handles loans of the most complex nature along with heavily negotiated loan transactions ensuring all documentation are in compliance + Performs quality reviews on all complexity of loans to ensure data integrity + Performs documentation (standard and non-standard) review on all complexity of loans to reduce risk of loss and ensure policy and regulatory compliance + Verifies all quality control procedures are maintained and monitored + Ensures all loans are closed without critical, noncritical or regulatory exceptions + Ensures all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented and in compliance with bank policy + Manages/confirms TD changes are consistent with system requirements + Evaluates best course of action taking into account bank policy, regulatory requirements, impact to the customer, and impact to the bank as well as cost factors + Manages/takes appropriate actions to ensure loans are booked and properly set-up if necessary + Generate loan and maintains loan documentation from beginning to finish ensuring adherence with compliance with bank policy procedures regulatory requirements and lending conditions + Establishes and manages relationships with applicable operations teams, relationship management team, credit offers and others as needed + Acts as liaison with bank counsel, compliance, asset based lending, leasing, government banking, derivatives, construction loan administration, brokers, international department, and various other parties to the loan as needed **Education & Experience:** + 4 year degree or equivalent experience required + 5+ years related experience required + Knowledge of specialized lending areas such as Small Business Administration lending, construction or syndicated loans + Proven ability to provide excellent Customer service to internal and external Customers + Excellent interpersonal, oral and written communication skills + Excellent PC skills with familiarity with standard office equipment + Ability to work in a fast-paced dynamic environment + Detail oriented, self-motivated and able to work independently in handling a heavy workload + Possesses strong organizational, analytical and decision-making skills + Demonstrated knowledge of loan documentation, title policies, appraisals, environmental assessments, entity formation documents and bank policies and procedures + Paralegal experience/knowledge needed. Paralegal certificate preferred **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

It's great to work at a place where people are truly committed to serving our students! We're committed to bringing passion and energy to our College. Visit our Life Page on LinkedIn to explore our dynamic campus culture, hear from current employees, and discover what makes Bucks County Community College a great place to work! The Financial Aid Loan Specialist is responsible for administering the Federal Direct Student Loan Programs, PLUS Loans, and Private/Alternative loans. This role also handles enrollment verification forms, student loan deferments, and provides high-volume assistance to students and parents. The position requires strong analytical skills to resolve application issues, as well as a thorough understanding of federal regulations and tax filing guidelines. Additional responsibilities include performing file verification and processing an assigned portion of student files (R-T). The role involves daily customer service through phone, email, and front-counter interactions with students, parents, and the general public. Primary Responsibilities * Perform verification of student financial aid files (R-T letters), including reviewing FAFSA data, tax return documentation, and verification worksheet information. Identify and resolve discrepancies and request additional information when necessary. * Provide customer service by answering phone inquiries and responding to student and parent questions via email. * Review of reports with SIS system such as Default/C-Code list, overpayment report, disbursement failures, etc. to resolve issues or flag for further review by supervisor. * Alternative/private loan processing by reviewing reports to ELM and SIS System, flagging pending disbursement issues, confirming enrollment and cost of attendance, and requesting refunds from accounting when required to ensure funds are returned to proper accounts. Other Duties and Responsibilities * Receive and process school loan deferment requests, submitting information to the National Student Loan Clearinghouse on a bi-weekly basis and resolving any related student issues. * Manage Exit Counseling process in the SIS System for students who have ceased enrollment or dropped below half-time of their loan repayment obligations. * Review loan adjustment reports regularly to identify requests for processing or follow-up with students for additional information. * Resolve loan disbursement failures to ensure timely and accurate crediting of funds to student accounts. * Send enrollment verification instructions to confirm half-time attendance for students whose lenders require confirmation prior to loan disbursement. * Review PLUS Loan applications to resolve discrepancies and collect missing documentation. * Conduct outreach to students who have not accepted or declined loan offers or who have outstanding action items in the SIS system. Minimum Qualifications * Associate degree or high school diploma with 1-3 years of related work experience. * Experience in Accounting or Bookkeeping preferred. * Knowledge of Workday is a plus. Proficiency in Microsoft Office or other software programs. * Strong written and verbal communication skills. * Ability to handle confidential matters in a highly professional manner. * Detail orientated and must be able to work independently with minimal supervision. Hourly Range: $22.3787 - $23.9452 (commensurate with experience). Application Apply online at: **************************************** Your application must include: * A letter of application addressing your interest and qualifications for this position. * Resume or CV. * A list of five professional references (references will not be contacted without prior permission). Deadline Applications will be accepted until the position is filled. Benefits Bucks County Community College offers an exceptional benefits package that includes medical, dental, vision, prescription plans, 403B pension plan, life insurance, short & long-term disability, generous paid time off, tuition waivers, tuition assistance, wellness center, cafeteria, and free parking on a beautiful Bucks County campus. We are proud to be an organization that embraces the value of bringing diverse, talented, and committed people together. The fastest way to breakthrough innovation is when diverse ideas come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another's thinking and approach problems collectively. We are an equal opportunity employer, committed to fostering an inclusive and diverse workplace. Please Note: At this time, the College does not provide work visa sponsorships. To be considered for employment at Bucks County Community College, applicants must be permitted to legally work in the United States without employer sponsorship. Bucks County Community College participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

The Commercial Loan Specialist is a key support function to the commercial lending team. She/he assists with various commercial loan servicing activities, including but not limited to on-boarding of new and existing customer information, direct follow up with customers for required information, assist lending team with meeting reporting deadlines, database management, site visits and preliminary underwriting and customer interaction and correspondence. Essential Functions Address overdrawn accounts situations Order credit reports on borrowers from Experian as needed. Perform site visits of customers place of business Assist team with prep of credit memos with the loan officers for various purposes, including renewals, commitment extensions and loan revisions. Process servicing requests for existing loan customers, such as statement requests and copies of other documents. Monitor and report on assigned loan portfolio activity to bank management as requested. Follow up with borrowers to obtain financial information or documentation Follow up with borrowers to obtain open items to facilitate the loan closing process. Obtain environmental report bids and engage vendors Coordinate with borrowers and branch staff to open required deposit accounts before closing. Communicate with people outside the organization on a regular basis including borrowers, brokers, and accountants. Analyze personal credit data and personal financial statements to assist in the completion of Letters of Interest and commercial credit underwriting Assist with commercial loan/payment collections Begin the Loan Proposal write up and input as much information as possible, including existing deposit and loan balances, property info, code page info, etc. Attend loan closing if the loan officer is unavailable, depending on level of experience Upload all documents and correspondence to Abrigo (financials, LPs, memos) Move loans to closing once signed commitment letter and fees are received Assist Portfolio Management with obtaining required financials and related information to complete Annual Reviews Job Requirements and Qualifications Job requires strict attention to detail and thoroughness in the completion of job duties. Job requires analysis of financial information with oversight by a manager Education and Experience Associates Degree preferred or related field or equivalent experience Three years + working at a Commercial Bank or Credit Union Knowledge of SBA lending programs preferred, but not required Licenses and Certifications N/A Knowledge, Skills, and Abilities Ability to work independently with limited supervision Ability to work in a structured environment with established procedures Professional behavior mandatory at all times Customer service oriented Good organizational skills and ability to multi-task Ability to effectively communicate with other bank departments Excellent reading comprehension Knowledge of administrative and clerical procedures and systems such as word processing, managing data, files, and records, designing forms, and other office procedures. Excellent computer skills in a Microsoft Windows environment including proficiency in Word Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to speak and write clearly to effectively convey information so that others understand and as appropriate for the needs of the audience. Ability to apply common sense understanding to carry out written and oral instructions. Physical Requirements Ability to sit for long periods of time up to 75% of work hours. Ability to use hands to grasp, handle or feel. Ability use computer keyboard and system to enter data and process information. Ability to talk, hear, and see. Ability to use telephone to communicate with customers and employees. Ability to drive for site visits of customers Use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, fax machine, adding machine, etc. Working Conditions Moderate sound as in business office with office machines, computers, and people traffic. Open floor work environment. Compliance It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

Hours: 40 Pay Details: $25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Syndication Loan Specialist III (Middle Market Bought Loans) manages and administers a portfolio of loans from origination through to closing as well as performing data integrity and loan documentation reviews in accordance with Bank policies, procedures, and regulatory requirements. This is a Remote career opportunity, however, incumbent must reside within the TD footprint. Monday-Friday - 8:00am to 5:00pm Eastern Standard Time Depth & Scope: Manages a loan pipeline from origination through to closing in accordance with Bank policies and procedures Provides documentation and Bank policy and procedure guidance to all lending areas Conducts searches and perform necessary due diligence Ensures all applicable loan documentation is uploaded to image repository system Resolves more complex issues relating to closings Serves as a resource and assists with training Loan Specialists May assist in performing supervisory tasks Works independently and handles loans of the most complex nature along with heavily negotiated loan transactions ensuring all documentation are in compliance Performs quality reviews on all complexity of loans to ensure data integrity Performs documentation (standard and non-standard) review on all complexity of loans to reduce risk of loss and ensure policy and regulatory compliance Verifies all quality control procedures are maintained and monitored Ensures all loans are closed without critical, noncritical or regulatory exceptions Ensures all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented and in compliance with bank policy Manages/confirms TD changes are consistent with system requirements Evaluates best course of action taking into account bank policy, regulatory requirements, impact to the customer, and impact to the bank as well as cost factors Manages/takes appropriate actions to ensure loans are booked and properly set-up if necessary Generate loan and maintains loan documentation from beginning to finish ensuring adherence with compliance with bank policy procedures regulatory requirements and lending conditions Establishes and manages relationships with applicable operations teams, relationship management team, credit offers and others as needed Acts as liaison with bank counsel, compliance, asset based lending, leasing, government banking, derivatives, construction loan administration, brokers, international department, and various other parties to the loan as needed Education & Experience: 4 year degree or equivalent experience required 5+ years related experience required Knowledge of specialized lending areas such as Small Business Administration lending, construction or syndicated loans Proven ability to provide excellent Customer service to internal and external Customers Excellent interpersonal, oral and written communication skills Excellent PC skills with familiarity with standard office equipment Ability to work in a fast-paced dynamic environment Detail oriented, self-motivated and able to work independently in handling a heavy workload Possesses strong organizational, analytical and decision-making skills Demonstrated knowledge of loan documentation, title policies, appraisals, environmental assessments, entity formation documents and bank policies and procedures Paralegal experience/knowledge needed. Paralegal certificate preferred Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Berkadia, a joint venture of Berkshire Hathaway and Leucadia National Corporation, is an industry leading commercial real estate company providing comprehensive capital solutions and investment sales advisory and research services for multifamily and commercial properties. Berkadia is amongst the largest, highest rated and most respected primary, master and special servicers in the industry. As a Freddie Mac Program Plus lender, Fannie Mae DUS Multifamily Seller/Servicer, insurance company correspondent, and HUD, MAP and LEAN originator and servicer, Berkadia provides access to capital and flexible, customized lending and servicing solutions for the acquisition, construction, rehabilitation and refinance of multifamily and commercial properties. Berkadia also provides interim and short-term financing through its Proprietary Bridge Lending Program. Job Description JOB SUMMARY The Loan Boarding Coordinator is responsible for adding originated and acquired loan products to the loan servicing system, both manually and via electronic upload. DUTIES & RESPONSIBILITIES · Performs Post-Closing process, interpret loan documents and boards all originated loan products and acquired loans; · Ensures all loan document packages are complete and follows up with lending positions or third party originators on exceptions; · Runs system edit reports and pass new loans into production on the McCracken system; · Performs after-pass functions such as adding/changing applicable codes and boards non-critical loan information (Phase 2) to the McCracken system; · Prepares e-forms to process escrow and reserve funds on newly boarded and acquired loans; · Communicates with Client Relations (Agency/CMBS/Private Label) to understand new products and ensure proper coding when boarding to the McCracken system and communicates with Loan Administration (Tax/Insurance/Reserves) to notify them of time-sensitive/critical issues; · Keeps abreast of new products and ensures proper coding when analyzing loans for upload to the McCracken system; · Supports incoming acquired loan servicing including coordination with the prior servicer, preparation of Mapping Tool spreadsheets for bulk boarding of acquired loan portfolios, uploading the Mapping Tool spreadsheet to pass loans to production, and the reconciliation of and application of funds to the acquired loans; · Performs all tasks in support of outgoing transfers of servicing, including coordination with the successor servicer, the timely delivery of data files and electronic documents, wire transfer of funds, and bulk coding of transferred loans on the system; · Reviews loan modification documents to identify system changes required by the modification; tracks modifications in the MTS system, and submits forms to adjust the loan consistent with the modified terms. Files correspondence and other records in preparation for imaging; · Completes Welcome Letters, review and print out emails with Interest Only calculations to prepare ARM Welcome Letters; · Monitors and maintains New Loan Boarding and Acquisitions/Conversions shared mailboxes; · Provides support to staff with the ET transfer process for loading loans electronically; · Assists with duties as relates to processing and returning corrected specially serviced CMBS, Agency and third party loan modifications; · Interacts with attorneys, borrower, loan officer, investor and servicing confirm ordering of third party reports. Qualifications PROFESSIONAL EXPERIENCE / MINIMUM QUALIFICATIONS · Two years previous experience in a similar position, preferred; · Real Estate experience preferred (Commercial Real Estate experience a plus); · Experience in and understand of how loans are set up, the supporting workflow, etc.; · Experience reading, reviewing, and comprehending legal documentation, preferably related to commercial loans; · Required proficiency in Microsoft Office Suite - and McCracken experience preferred. KNOWLEDGE/SKILLS/ABILITIES · Strong writing and reading skills; · Strong time management, problem solving skills; · Passionate, Self-motivated and driven, with keen attention to detail, action-and-results oriented; · Exhibit a high level of individual initiative and ownership. Additional Information Environment, Physical Demands and Other Conditions: Experience with in a team-oriented, collaborative environment Ability to work after hours

A Mortgage Loan Opening and Disclosure Specialist plays a crucial role in the mortgage lending process. Their primary responsibilities typically include: Key Responsibilities 1. Loan Application Review: o Reviewing loan applications for completeness and accuracy. o Verifying borrower information and supporting documentation, such as income and credit history. 2. Mortgage Disclosure Preparation: o Ensuring all required disclosures are accurately prepared and provided to borrowers in compliance with regulations (e.g., Truth in Lending Act, Real Estate Settlement Procedures Act). 3. Collaboration with Teams: o Working closely with loan officers, underwriters, and compliance teams to ensure a smooth loan opening process. o Coordinating with third-party vendors (e.g., appraisers, title companies) as needed. 4. Regulatory Compliance: o Staying up to date with changes in mortgage regulations and ensuring all processes align with current laws. 5. Documentation: o Maintaining accurate records of all disclosures and communications. o Preparing necessary documentation for loan origination and compliance audits. Skills Required Attention to Detail: Thoroughness in reviewing loan documents and regulatory requirements. Communication Skills: Ability to effectively explain financial concepts to borrowers. Organizational Skills: Capability to manage multiple loan applications simultaneously. Knowledge of Mortgage Products: Familiarity with various mortgage products and Regulatory Compliance requirements. Previous experience in mortgage banking/lending is required This is a full-time, in-office position.

Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan. Position Summary: The Consumer Loan Processor & Closing Specialist works in conjunction with the Consumer Lending team to perform duties associated with the processing of and documentation for various consumer and residential mortgage loans. The Consumer Loan Processor & Closing Specialist will serve as a resource to assist with responding to inquiries and resolving problems as needed, provide prompt, courteous, and excellent customer service, and will ensure compliance with the Bank's policies, procedures, and regulatory requirements. Essential Duties & Responsibilities: * Must work closely with the Consumer Lending team throughout the loan process to include, but not limited to completing application packages, obtaining required credit related information, ordering credit reports, appraisals, property searches, flood searches, and other due diligence items as necessary. * Willing to learn the Bank's loan origination system (ComplianceOne and Encompass, and any other applicable loan system) for processing documents necessary for loan package completion for various consumer loan and/or residential mortgage loan products. * Communicate with loan applicant(s) via phone / e-mail / secure correspondence regarding, but not limited to outstanding documentation required to render a credit decision, answering applicant questions, and proactively providing status updates with the applicant(s). * Document and review loan packages for accuracy and verify all conditions have been satisfied. * Keep thorough documentation of the loan process from origination through closing. * Maintain new residential & consumer loan files and ensure that the loan files contain documents with proper signatures, dates, and all relevant data. * Coordinate closing/settlement details for all consumer and residential mortgage loans. Prepare loan closing documentation as necessary. * Responsible for loan tasks that may include but not limited to imaging loan files, real estate tax monitoring, loan denials, tickler updates, insurance updates, collateral maintenance, and review of incoming mail for loan related items. * Follow-up on loan documentation in a timely manner and ensure deadlines are met. * Contact Relationship Manager/Loan Officer and/or appropriate branch personnel to coordinate loan closings. * Check documents for proper vesting, legal descriptions, closing dates, and signatures. * Actively communicate, cooperate, and interact effectively with other departments to advance the overall interests of the Bank. * Monitor DocuSign mailboxes and other queues to ensure the timely receipt and processing of documents. * Perform a variety of administrative duties requiring knowledge of departmental procedures. * Uses office computers for data input and other activities. * Understand and adhere to all policies and procedures. * Assist in loan reviews, audits, and regulatory exams. * Cross train in other areas of the Loan Department as assigned. * Perform other duties and assist with projects as assigned. Requirements: To achieve success, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the level of knowledge, skill, and/or ability required. * Minimum of two-year college degree, or prior lending background in consumer real estate compliance requirements (TRID-RESPA & REG B) and loan closing documentation, or a minimum of three years related experience and training, or equivalent combination of education and experience. * Extremely customer-focused, positive, and professional attitude at all times. * Team player, self-motivated, quick learner. * Effective verbal and written communication skills. * Ability to prioritize and complete multiple tasks within established time frames with attention to detail and the understanding of importance, accuracy, and responsiveness. * Ability to easily adapt to new procedures, processes, and workflow. * Knowledge of TRID- RESPA, REG B, & FNMA guidelines is a plus. * Working knowledge of Microsoft Word, Excel, and Outlook with the ability to learn the Bank's computer-based systems. First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities. Job Type: Full-time Pay: From $52,500.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible spending account * Health insurance * Health savings account * Paid time off * Vision insurance Schedule: * Monday to Friday Work Location: In person

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. Technical Logistics Resolution Specialist Position Summary: The Logistics Resolution Specialist will plan, establish, and manage Integrated Logistics Support (ILS) actions to ensure accurate tracking, accountability, and lifecycle management of Government-furnished material, test equipment, and tooling. This position develops, documents, and implements standardized logistics processes, including check-in/check-out control, inventory maintenance, calibration tracking, and reporting across multiple technical and engineering groups. This incumbent will coordinate directly with Points of Contact (POCs) across engineering, warehousing, and program management teams to sustain auditable inventory control and operational readiness in support of Navy programs. The Logistics Resolution Specialist ensures adequate lifecycle visibility and accountability of technical assets supporting U.S. Navy engineering programs. Clearance Required: Must be a U.S. citizen with the ability to obtain/maintain a DoD Secret security clearance. Active clearance preferred Essential Functions and Responsibilities : Communicate and collaborate with engineering professionals and utilize technical expertise to understand and interpret needs across engineering business lines Gather and maintain program inventory and asset lists, establish Points of Contact for each technical or functional group, track calibration intervals, maintenance due dates, and repair actions for controlled equipment; and ensure all equipment and materials are correctly accounted for and linked to responsible owners. Populate and maintain the master inventory list hosted on Microsoft Teams or other approved data systems. Control Support property identification, labeling, and status updates in accordance with DoD and NSWCPD procedures for Government-furnished property (GFP) and Plant Property & Equipment (PP&E). Establish recurring reporting (weekly, monthly, quarterly) to summarize equipment status, usage, discrepancies, and calibration trends. Identify gaps and propose process improvements to enhance the efficiency of ILS. Access government databases (REMEDY, One-Touch, etc) to support departmental solution development and implementation. Support audits, reconciliations, and validation of serialized equipment in support of NSWCPD inventory and configuration management processes Additional Qualifications/Responsibilities Required Education, Skills, and Experience: Four-year Bachelor's degree or six years Technical Experience Equivalent. Experience in government logistics (provisioning/supply) required and prior military, NSWCPD, or shipboard logistics experience preferred Familiarity with supply support and provisioning policies and acronyms. Proficiency in Microsoft Excel, SharePoint, Teams, and database management systems for data collection and analysis. Preferred Skills and Experience : Knowledge of the NAVSEA organization and functions of activities involved in providing engineering support. Familiar with Haystack/Logiquest, WEB FLIS, ONETOUCH, FEDMALL. Physical Demands and Expectations: Regular physical activity to include walking, climbing stairs, and standing; frequent periods of prolonged sitting may be required. Periodic travel (up to 15%) to support inventory verification or audit events.

Financial Freedom Mortgage based in Marlton, NJ is looking for qualified Junior Loan Officers. Within this role, you will be our customer's first contact so you must make a great initial impression. You will explain our process to potential borrowers and how they may qualify to work with us. When they are ready, you will take down their information, answer any questions they may have, and deliver excellent customer service. Once the potential borrower's information has been taken and put into an application, a licensed Loan Officer will take over the call to close the deal. Duties: - Make 200-300 outbound calls per day -Deliver prepared questions, reading from scripts that describe our financial services -Overcome any objections from homeowners to obtain any necessary information for loan application -Input customer details on paper application, internal computer system, and automated phone system -Verify customer information is correct on all forms -Contribute to team effort by accomplishing daily and weekly performance objectives Qualifications -Positive attitude and lots of energy -Experience in sales or call center environment preferred, such as previous financial services or banking -Highly effective communication skills -Ability to handle rejection and turn "No" into "Yes" -Strong work ethic with desire to overachieve Additional Information All your information will be kept confidential according to EEO guidelines.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist (MLS) position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process via phone, digital delivery, email, and chat. Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions. Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 2) with SVP recommendation. Coordinate member engagement with the Real Estate Lending Processing Center. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Maintain strong adherence to set schedule while meeting minimal set expectations and established KPIs and metrics for role. Complete additional tasks as assigned by management. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Attend Excel and Elevate - New Employee Training (E&E) Complete assigned modules. Previous SECU and/or lending experience preferred. Minimum tier one lending limits assigned at this level. Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Ability to manage multiple responsibilities simultaneously while actively prioritizing incoming phone calls. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required while training. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Answer and operate a telephone. Lift up to 15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

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 ****************************

Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Business Loan Origination Specialist (Remote). This position is responsible for supporting the Credit Union Service Organization (CUSO) in loan processing, and booking/boarding closed loans. Additional responsibilities include loan file maintenance and ad hoc project assistance. Responsibilities Include: Provide administrative support to the AVP of Originations as needed. Organize, assemble and verify accuracy of commercial loan documents and ensure files are up to date with all necessary documentation, proper signatures, dates and other relevant data. Request and obtain, flood certifications, property reports, business entity search, UCC filing search and appraisals unless otherwise provided by the particular credit union. Prepare loan documents with the assistance of senior staff according to the executed loan approval through the Laser Pro documentation system with minimal errors after a two year period. Check documents for proper vesting, legal description, closing dates, signatures and collateral lien recordation. Track and obtain as needed. Coordinate attorney review of loan documentation and settlement, if applicable Book/board all new loans along with any changes, adjustments and amendments to existing notes, and disburse on each loan/line/lease as outlined by disbursement instructions on the PCFS 2000 Loan Manager system with minimal errors Track and resolve document exceptions on closed loans booked on the PCFS 2000 loan system. Maintain the tickler maintenance (financial statement updates, insurance certificates, UCC re-filing etc) on each loan booked/boarded on the appropriate systems. Prepare annual letters requesting updated financial and insurance information for each member business loan. Perform a variety of clerical duties requiring knowledge of department procedures. Requirements: Less than five years of direct work experience Strong Technical Ability. Ability to learn loan documentation systems such as Laser Pro. Ability to learn loan processing systems such as PCFS 2000 and Ncino. Knowledgeable about Credit Union products and services. Working knowledge of Microsoft Programs. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

Hours: 40 Pay Details: $23.25 - $34.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Loan Closer III provides support to Consumer and Mortgage Loan Processing through document preparation as it pertains to loan closings. The job works with closing agents to ensure necessary information is provided to complete the loan closing package. The Loan Closer III performs quality reviews and completes quality control analysis. Depth & Scope: Works on an independent basis with little supervision Receives assistance from manager with difficult questions and situations Provides guidance to less experienced Closers Prepares legal, regulatory and custom closing documentation if applicable within established Company policies and procedures and applicable legal and regulatory guidelines Reviews loan documentation prior to sending documents to closing agents to ensure completeness, accuracy and compliance to state and federal lending regulations, consulting with more experienced staff as necessary to clarify or interpret regulations Works with closing agents to ensure necessary information is provided to complete loan closing packages while maintaining positive business relationships Completes quality control analysis of standard and nonstandard loan documentation, ensures data integrity and performs various functions related to the workgroup to avert losses and reduce undue risk Acts as mentor and resource to Loan Closer I and Loan Closer II Provides training to Loan Closer I and Loan Closer II May assist Loan Closer Team Lead Furnishes on-site training to new Retail Loan Closers in addition to reinforcement training May manage the daily workflow of files throughout the day to ensure completion by Closers to meet the appropriate timeframe for the scheduled closing Answers phones to assist internal and external customers Education & Experience: Associates Degree and/or Bachelors degree Mortgage Operations - 3-5 Years loan documentation experience Consumer Operations 1-2 years loan documentation experience Strong working knowledge of applicable lending practices Advanced understanding and ability to apply processing procedures and processes Extremely detail orientated with ability to audit and correct procedural errors Ability to maintain positive business relationships with partners, customers and agents Strong ability to handle heavy workload and meet stringent deadlines Ability to interact effectively with internal customers from various departments Strong working knowledge of Bank's loan products Excellent oral and written communication skills, with ability to interact effectively with all customers, both internal and external Excellent PC skills Excellent customer service skills Availability to work a variable schedule which may include nights and/or weekends Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Job Description A Mortgage Loan Opening and Disclosure Specialist plays a crucial role in the mortgage lending process. Their primary responsibilities typically include: Key Responsibilities 1. Loan Application Review: o Reviewing loan applications for completeness and accuracy. o Verifying borrower information and supporting documentation, such as income and credit history. 2. Mortgage Disclosure Preparation: o Ensuring all required disclosures are accurately prepared and provided to borrowers in compliance with regulations (e.g., Truth in Lending Act, Real Estate Settlement Procedures Act). 3. Collaboration with Teams: o Working closely with loan officers, underwriters, and compliance teams to ensure a smooth loan opening process. o Coordinating with third-party vendors (e.g., appraisers, title companies) as needed. 4. Regulatory Compliance: o Staying up to date with changes in mortgage regulations and ensuring all processes align with current laws. 5. Documentation: o Maintaining accurate records of all disclosures and communications. o Preparing necessary documentation for loan origination and compliance audits. Skills Required • Attention to Detail: Thoroughness in reviewing loan documents and regulatory requirements. • Communication Skills: Ability to effectively explain financial concepts to borrowers. • Organizational Skills: Capability to manage multiple loan applications simultaneously. • Knowledge of Mortgage Products: Familiarity with various mortgage products and Regulatory Compliance requirements. • Previous experience in mortgage banking/lending is required This is a full-time, in-office position.

The Residential Mortgage Closer is a position that is responsible for the preparation, review and delivery of all closing packages and instructions to settlement, as well as, performing all of the subsequent tasks that are required to deliver and fund each loan with its specific investor. The position supports the branches, sales and operations functions of the Bank through accurate, timely and professional communication and delivery of accurate and compliant closing packages. Essential Functions * Prepare closing package and instructions and investor required documents * Review HUD-1 settlement statement for accuracy and completeness * Coordinate and communicate with attorney, title company, settlement agent, loan officer and processor in scheduling all closings * Verifies accuracy of information on all closing documents (legal names, legal address, terms, rate, title work and insurance) * Track closing file to confirm its return from the settlement agent in a timely manner * Reviews and assembles post-closing package for delivery to investor, ensuring all documents are accurately signed and dated. Assures loan package is complete with any investor-specific requirements. * Responsible for the timely delivery, follow up on post-closing conditions and funding of investor loans to ensure maximum profitability on all loans * Ensures compliance with all FNMA, investor guidelines, as well as all state and federal laws * Examine loan documentation to ensure accuracy and compliance with all state and federal policies * Communicate with mortgage sales, operations and Management to maintain a high level of customer service * Maintain a high level of efficiency to ensure closing dates are met * Maintain current knowledge of all industry and bank program changes, policies and procedures * Communicates with Management on a loan-by-loan basis in recommending exceptions to policy Additional Functions * Assist Loan Officer's by reviewing closing scenarios Education and Experience * 3-5 years closing experience required * Ability to analyze title reports, HUD-1's, tax searches and insurance policies is required * Detailed knowledge of regulations such as Truth in Lending and RESPA is required * Detailed knowledge of standard closing procedures is required * Must be extremely organized and detail-oriented * High school diploma or equivalent required * Four-year college degree preferred * Excellent communication skills, both written and verbal, are required * Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required Skills/Knowledge/Abilities Required * Ability to calculate figures and amounts * Ability to read, analyze and interpret legal documents, government regulations and professional publications * Ability to effectively present information and respond to inquiries from Senior Management, attorneys, vendors, government agents and the general public * Ability to create and generate reports * Ability to work independently with little supervision All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at-will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

Hours: 40 Pay Details: $23.25 - $34.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Loan Closer III provides support to Consumer and Mortgage Loan Processing through document preparation as it pertains to loan closings. The job works with closing agents to ensure necessary information is provided to complete the loan closing package. The Loan Closer III performs quality reviews and completes quality control analysis. Depth & Scope: * Works on an independent basis with little supervision * Receives assistance from manager with difficult questions and situations * Provides guidance to less experienced Closers * Prepares legal, regulatory and custom closing documentation if applicable within established Company policies and procedures and applicable legal and regulatory guidelines * Reviews loan documentation prior to sending documents to closing agents to ensure completeness, accuracy and compliance to state and federal lending regulations, consulting with more experienced staff as necessary to clarify or interpret regulations * Works with closing agents to ensure necessary information is provided to complete loan closing packages while maintaining positive business relationships * Completes quality control analysis of standard and nonstandard loan documentation, ensures data integrity and performs various functions related to the workgroup to avert losses and reduce undue risk * Acts as mentor and resource to Loan Closer I and Loan Closer II * Provides training to Loan Closer I and Loan Closer II * May assist Loan Closer Team Lead * Furnishes on-site training to new Retail Loan Closers in addition to reinforcement training * May manage the daily workflow of files throughout the day to ensure completion by Closers to meet the appropriate timeframe for the scheduled closing * Answers phones to assist internal and external customers Education & Experience: * Associates Degree and/or Bachelors degree * Mortgage Operations - 3-5 Years loan documentation experience * Consumer Operations 1-2 years loan documentation experience * Strong working knowledge of applicable lending practices * Advanced understanding and ability to apply processing procedures and processes * Extremely detail orientated with ability to audit and correct procedural errors * Ability to maintain positive business relationships with partners, customers and agents * Strong ability to handle heavy workload and meet stringent deadlines * Ability to interact effectively with internal customers from various departments * Strong working knowledge of Bank's loan products * Excellent oral and written communication skills, with ability to interact effectively with all customers, both internal and external * Excellent PC skills * Excellent customer service skills * Availability to work a variable schedule which may include nights and/or weekends * Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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 Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Review and analyze loan data, ensuring accuracy and completeness. - Prepare and assemble closing documents, including the final closing disclosure and settlement statements. - Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction. - Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate. - Ensure compliance with all federal, state, and investor loan closing regulations. - Maintain accurate closing schedules and deadlines. 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: 141863 ### Place of Work On-site ### Requisition ID 141863 ### Application Email ****************************