Home Loan Specialist I
Loan specialist job in Olympia, WA
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
****************************
Easy ApplyMortgage Closer
Loan specialist job in Washington
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
The Closer is responsible for preparing loan packages according to state and/or federal regulations and ensure loans close in accordance with Underwriter's approval and Newrez's policies and procedures.
Direct Reports
· N/A
Principal Duties
· Prepares legal documents according to state and/or federal regulations
· Reviews and approves the final balanced Closing Disclosure
· Ensures loan package meets compliance guidelines and fixing discrepancies as necessary
· Generates and approves the Closing Package
· Serves as liaison between Newrez and closing agent.
· Inputs and confirms data required to generate Closing Package
· Completes work within established closing deadlines.
· This position is considered a non-loan originator position, this means participants may not engage in activities of a loan originator, including communicating directly with borrowers about credit qualification or loan terms, including pricing concessions or other transaction-specific terms or conditions
· Works with title companies on loan scheduling, document delivery, final sign-off
· Meets performance requirements for volume, quality, and timeliness
· Performs related duties as assigned by supervisor.
Education and Experience Requirements
· High school diploma or equivalent required; 4-year college degree preferred.
· Minimum two (2) years mortgage Closing, or Post- Closing experience is required
· 1-2 years loan funding experience preferred
Knowledge, Skill, and Ability Requirements
· Basic knowledge of loan documentation.
· Advanced computer sills including Excel and Outlook.
· Advanced mathematical skills.
· Excellent interpersonal, written and oral communication skills.
· Familiar with reading and interpreting insurance policies, tax information, prelims, appraisals and settlement statements.
· Knowledge of MDIA and TRID disclosure requirements.
· Strong attention to detail and organization skills.
· Ability to work in a fast-paced environment.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#EM-1
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
Auto-ApplyLoan Servicing Specialist (Records Management)
Loan specialist job in Seattle, WA
Min USD $22.00/Hr. Max USD $25.00/Hr. Location:This position is located in our Seattle office. The Loan Servicing Department has an opening for a Loan Servicing Specialist. The position supports loan servicing functions, delivers comprehensive and prompt customer service to internal and external customers and exercises quality control oversight in the execution of all duties. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and customers. Key functions include but are not limited to the following:
* Deliver excellent customer service to internal and external customers in the execution of all assigned loan servicing duties within service level standards.
* Prepare payoff quotes as written requests are received from escrow companies, branches and clients.
* Receive and post incoming payoff checks and insure any overages are returned to the client.
* Prepare the lien release for real estate secured loans.
* Accurate and consistent performance of daily insurance functions.
* Perform post-closing quality control on modified and newly funded loans.
* Assist department with other daily functions.
* Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations
Qualifications
* Position requires a high school diploma or equivalent.
* Able to deal effectively and tactfully with internal and external clients.
* Can function well under deadlines.
* Ability to organize, prioritizes, and communicates status on work assignments in a consistent manner.
* Ability to perform daily work according to prescribed schedules and be flexible to meet departmental needs.
* Regular, consistent attendance.
* Experience in real estate lending processing and documentation is beneficial.
Benefits
At WaFd Bank you get all of these great benefits!
* Paid time off for vacation, sick days and holidays
* Health insurance
* Stock options
* Bonus programs
* Generous 7% 401(k) employer matching*
* Paid Parental Leave
* Life and AD&D insurance
* Long-term disability
* Tuition Reimbursement
* Employee assistance programs
* Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date
10/31/2025
Mortgage Loan Officer - WA
Loan specialist job in Washington
Full-time Description
Canopy Mortgage is hiring a full-time Branch Managers and Loan Originators who want the control of a banker with great pricing.
Candidates will be responsible for developing referral partners in his or her local territory, generating loan volume and interfacing with the borrower. We need originators who have a passion for challenging the status quo, want to be digitally relevant, and take control of their local market.
We've been revolutionizing the mortgage process for the last 10 years by building proprietary systems that increase efficiencies across the entire life of the loan, enabling our teams to do more volume with less effort.
This is a totally new and unique opportunity in the mortgage industry that will give you state of art proprietary systems, great pricing, and complete control of your loans with in-house underwriting and funding. This opportunity is full-commission for seasoned LO's who want to produce with the aid of industry leading tech and support. If your tired of legacy costs, middle management, and non-producers driving up your loan pricing, apply today.
Hiring Loan Officers licensed in every state except New York.
Requirements
Minimum 2 years' experience and NMLS Safe Act compliant
1 active state license
Established contacts/referral partners
Knowledge of different types of loans and credit bureaus
Working history of loan process and general underwriting guidelines
Funding 1 million in self-generated production
College preferred, not required with proven mortgage experience
Proven track record of proactively soliciting new business
Strong communication skills and detail oriented
Ability to work independently and remote
Business Loan Specialist
Loan specialist job in Mount Vernon, WA
Serves as primary support contact providing administrative and internal/external support for the Business Lending Team in all areas, with the exception of underwriting and loan approvals. Loan Specialist will monitor business loan relationships, assist with customer service needs, produce/review loan documentation, ensure proper collateral perfection, and manage up-to-date relationship tracking.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance related courses as established by Harborstone Credit Union policies and/or practices.
Completes annually required Product and Process Knowledge competency testing, in addition to job related courses as established by Harborstone Credit Union policies and/or practices.
Compensation:
Minimum $25.88
Maximum $36.97
Placement in the pay scale will be determined by experience and qualifications.
Responsibilities
* Prepares in-house commercial, participation, SBA and secondary market loan documentation on a timely basis for various products, for all segments of business banking.
* Performs duties related to the processing and/or closing of loans.
* Provides information and assistance to loan originators, members, title companies, escrow firms or dealers during the set up/funding and/or construction loan processing and closing process.
* Coordinates loan documentation and reviews/processes documentation and files to ensure loan package completion to meet lending specifications.
* Assists with credit approval process as needed (i.e. managing/tracking internal loan codes, approval documentation, deposit balances, etc.).
* Reviews and monitors loan documents for accuracy, completeness and adherence to approval conditions occasionally providing recommendations for language to include in the loan documents if appropriate.
* Reviews title insurance commitments and exceptions on commercial real estate loans, providing feedback on errors or omissions.
* Coordinates funding process, prepares closing escrow instructions and manages timeframes for commercial real estate loans.
Qualifications
* Knowledge of loan documents (Promissory Note, Loan Agreement, Guaranty, etc.).
* Strong working knowledge of a variety of collateral security methods and documentation including knowledge of UCC's, title, escrow, taxes, insurance and real estate documentation relating to commercial real estate.
* Works on assignments that are moderately complex in nature where judgment is required in resolving problems and making routine recommendations.
* Ability to maintain high attention to detail with strong organizational and time management skills.
* Ability/willingness to work independently and collectively in a team environment.
* Proven motivated/self-starter who is flexible and able to adapt quickly to a change in priorities/tasks and a willingness to accept additional responsibilities as opportunities arise.
* Requires basic arithmetic skills, knowledge of operational procedures, practices and policies.
* Thorough knowledge of credit union, state and federal policies, procedures and laws regarding lending.
* Federal and state consumer and commercial lending regulations.
* Fixed, adjustable rate consumer, real estate and business loans.
Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed.
Education/Experience/Certification:
* Five or more years' in a financial institution with at least three years' experience processing business/ commercial loans, including participations and SBA loans.
* Experience with LaserPro software, preferred.
Responsibilities · Prepares in-house commercial, participation, SBA and secondary market loan documentation on a timely basis for various products, for all segments of business banking. · Performs duties related to the processing and/or closing of loans. · Provides information and assistance to loan originators, members, title companies, escrow firms or dealers during the set up/funding and/or construction loan processing and closing process. · Coordinates loan documentation and reviews/processes documentation and files to ensure loan package completion to meet lending specifications. · Assists with credit approval process as needed (i.e. managing/tracking internal loan codes, approval documentation, deposit balances, etc.). · Reviews and monitors loan documents for accuracy, completeness and adherence to approval conditions occasionally providing recommendations for language to include in the loan documents if appropriate. · Reviews title insurance commitments and exceptions on commercial real estate loans, providing feedback on errors or omissions. · Coordinates funding process, prepares closing escrow instructions and manages timeframes for commercial real estate loans.
Auto-ApplyLoan Processor
Loan specialist job in Seattle, WA
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities
Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Excellent client communication skills
Communicates with third party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintain loan pipeline, tasks and objectives
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions.
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work.
Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA.
Deep understanding of mortgage loan products and underwriting guidelines.
Self-driven with the ability to work independently and collaboratively.
Excellent organizational skills, able to set and meet deadlines in a high paced environment.
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization.
Intellectually curious and interested in applying technology to enhance business processes.
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years of retail mortgage processing experience
Mortgage Loan Originator License preferred; Company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $55,000 - 62,000 USD plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
Auto-ApplyMortgage Loan Processor
Loan specialist job in Snohomish, WA
Job Description
The Loan Partner Three (LP3) is a Loan Processor responsible for timely and high-quality loan processing from RESPA to Funding (lock-to-loan).
The LP3 collaborates with the Loan Officer (LO), Loan Partner Two (LP2), Branch Operations Manager (BOM), loan underwriters, borrowers, and other key stakeholders to review and submit high-quality loan applications to underwriting.
This position requires extensive knowledge of investor guidelines, strong attention to detail, expertise in analyzing cash, credit, capacity (income), and collateral, and proactive communication to minimize underwriting conditions and enhance the borrower experience.
Compensation:
$65,000 - $70,000 per year
Responsibilities:
Pre-Underwrite
Verify that the initial loan file is complete using the pre-underwrite checklist
Request any additional documentation on cash, credit, and capacity (income) for a complete loan submission
Return incomplete loans to LO or LP2 with a detailed list of outstanding items (Cc'ing BOM BM)
Initiate ALL third-party items (or direct LP3A to do so, if applicable)
Submit high-quality loans for preliminary underwriting without over-analyzing
Post-Underwrite:
Analyze the Conditional Loan Approval (CLA) to ensure all conditions are clear
Confirm outstanding CLA items have NOT already been received before reaching out to external parties (avoid duplicate requests to borrowers)
Request conditions in layman's terms that are easy for borrowers to understand
Thoughtfully review and submit all conditions to underwriting
Proactively communicate with LP2 (via phone or face-to-face) on better submission practices
Send all Clear to Close (CTC) requests via email to the loan team (including Opener)
Review ICD and CDs to ensure accuracy vs. the original Loan Estimate (LE)
Post-Fund:
Monitor pending closed loans for funding authorization
Clear any post-funding conditions as required
Support LO, LP1, LP2, and borrowers with any post-funding questions
Qualifications:
High school diploma or equivalent
Minimum 3 years of underwriting or processing experience
40+ hours per week commitment
Proficient in DU/DO and LP
Major Loan Origination Systems (LOS) expertise (Encompass, Calyx Point, etc.)
Strong understanding of investor guidelines
Microsoft Office Suite proficiency (Word, Excel, PowerPoint, Outlook, OneNote)
Excellent verbal and written communication skills
Strong time management ability to work under pressure
Detail-oriented with a strong sense of accountability
Team player with the ability to collaborate across corporate branch levels
Completion of all required regulatory compliance training
About Company
LoanDepot is a national company, but at our branch in Snohomish, we're proud to be one of the top 10 mortgage teams in the nation! We are a small group of dedicated professionals who take our work seriously but know how to have fun along the way.
We believe in balance: delivering exceptional results for clients while building a team culture that thrives outside the office. Whether we're skydiving, paddleboarding, biking, or just sharing a few laughs, we bring the same energy and commitment to everything we do.
If you're looking to join a team that works hard, celebrates success, and makes every day an adventure, you'll fit right in here.
Loan Officer Outside Sales
Loan specialist job in Vancouver, WA
- Responsibilities/Duties/Functions/Tasks
The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts.
Originates their own sales by contacting prospective clients,
· Develops and maintains referral sources,
· Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans,
· Meets with prospective clients at locations other than PRMI's offices, e.g., client's home or other locations,
· Meets with clients in person to sell mortgage loan products/packages,
· Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts,
· Obtains credit information and necessary documentation for application process,
· In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads,
· Engages in marketing and promotional activities in support of their own sales,
· Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc.
· Develops solid PRMI product knowledge and offers clients the best mortgage products to match client needs
· Reviews application information, requesting specific supporting documentation as needed/required based on loan investor guidelines
· Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions
· Carries out major assignments affecting business operations of the employer or the employer's customers through:
collecting and analyzing information regarding the customer's income, assets, investments, or debts
analyzing applicant data, credit and collateral property value
determining which financial products best meet the customer's needs and financial circumstances
providing advice to the customer regarding the advantages and disadvantages of available financial products
marketing, servicing, or promoting the employer's financial products
· Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries
· Provides origination services in the state of licensure
· Creates and maintains excellent business relationships with referral client base, creating new mortgage lending opportunities
· Corresponds, communicates, and coordinates with clients, in-house support staff, and external service providers to facilitate timely closings
Qualifications
· Sales experience in the mortgage industry is preferred
· Familiarity with mortgage processes, procedures, rules, regulations, and compliance
· Exceptional customer service skills with a strong attention to detail
· Excellent written and verbal communication skills
· Strong computer skills to include a working knowledge of MS Office
· Ability to comprehend and analyze financial information
· Ability to effectively communicate and present complex financial information while fielding and responding to questions from applicants, support staff, and management
· Established contact and referral list within the real estate and mortgage industries preferred
· Ability to pass a required background check
Company Conformance Statement
In the performance of assigned tasks and duties all employees are expected to conform to the following:
Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with PRMI values.
Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
Realize team synergies through networking and partnerships across PRMI.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.
Maintain eligibility for FLSA classification as Outside Sales Exempt, and complete the bi-annual certification process
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Home Loan Officer - Internal
Loan specialist job in Spokane, WA
Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
Under the direction of the Production Manager/Team Leader - Internal, the Home Loan Officer - Internal will assist members and team members with their mortgage lending needs as directed by the team leader. Analyze loan files and recommend credit decisions based on mortgage lending policy. Originate first mortgage loans for the credit union's portfolio or for sale on the secondary market for existing members and for new members obtained through business development efforts. Project a professional image and maintain confidentiality with all customer and sensitive data.
What You Will Be Doing:
* Support loan production as directed by manager.
* Ensure that all approved loans comply with established loan standards and have zero errors.
* Complete special projects as directed by the manager.
* Maintain a professional, courteous, and friendly atmosphere for members and co-workers.
* Demonstrate a working knowledge of all mortgage products and rates, both within Credit Union and from the industry overall.
* Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
* Interview members for residential mortgage loans, explain financing and mortgage programs and their requirements.
* Inform members of results of preliminary financial analysis.
* Calculate good-faith estimates.
* Monitor status of loans, process loan in a timely manner.
* Must understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilities.
* Attend credit union training sessions, conferences, or seminars as approved by supervisor. Maintain awareness of policies and regulations related to duties and responsibilities.
* Build positive relationships with real estate agents and members of the community to increase production of loan sales.
* Report areas and actions of concern to supervisor as actionable.
* Display mutual respect, trust and dignity, acting in the best interest of the credit union. Lead by example by displaying solid ethics and integrity at all times.
* Control risk and perform duties in a safe and sound manner.
* Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge.
About You:
* Ability to multi-task on numerous projects simultaneously.
* Ability to effectively communicate in writing, in person and over the phone.
* Ability to make quality decisions in a timely manner with extreme attention to detail.
* Ability to work with minimal supervision.
* Ability to promote and maintain a productive work environment.
Loan Consultant/Officer
Loan specialist job in Vancouver, WA
We're searching for some really great people who enjoy customers as much as we do.
Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.
Check out our rating at: Working at Evergreen Home Loans | Great Place To Work
Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.
Learn more about us on our website here.
Discover what's possible with Evergreen.
We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!
We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers.
Essential Duties and Responsibilities:
Customarily and regularly work away from Evergreens' place of business (or the Loan Officer's home office or other regular place of business) selling Evergreen's loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business.
Perform sales activities including, but not limited to:
Phone calls, emails and social media posts to maintain existing relationships as well as create new business partners.
Provide ongoing marketing and support of existing Partners.
Sourcing of prospective new clients.
Be available to clients and coworkers throughout the day and on weekends if needed.
Interview customers and take loan applications and pre-qualify borrowers over the phone or in person.
Discuss loan program products with borrowers and provide loan comparisons or other borrower education information.
Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff.
Create new marketing materials and distribute to partners and clients.
Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business.
Read industry publications/blogs/newsletters/web stories about current industry news.
Support other Loan Consultants/ Officers as needed.
Other duties as assigned.
Performance Expectations:
Perform all actions in accordance with the Mission, Vision, and convictions of EHL.
Expected to meet production standards outlined in the Loan Origination Production Standards.
Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
Seek Feedback: Host regular and timely communication with associates and Manager.
Be willing to assume additional responsibilities/duties/projects as they arise.
Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
Knowledgeable regarding mortgage processes, able to answer borrower's questions and take applications.
Effectively uses LOS, contact management software and Microsoft Office products.
Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers.
Perform all actions in accordance with policies and procedures of the company.
Quality Manufacturing:
Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved.
Your manager can assume the work is being performed as agreed unless otherwise notified.
Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
Failure to notify of exceptions or missed due dates - in other words silence - is not acceptable.
You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.
Specific Skills/ Knowledge/ Abilities Required for Position:
High School Diploma or equivalent
Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
Exercise good judgment and strong character, motivated, hard working.
Ability to work well with fellow associates, clients and vendors.
Good communication skills. Neat, clean, healthy work habits.
Physical Requirements:
Ability to work in a fast-paced, occasionally noisy environment.
May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy.
Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
Requires all forms of dexterity and mobility throughout the shift.
Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
Benefits and Perks:
Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen's 401(k) plan. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.
Compensation:
This is a commission only position. Associate may be eligible for bonuses or other variable earnings as determined upon hire.
Evergreen is an equal opportunity employer and E-Verify employer.**************************
Equal Housing Lender
©2025 Evergreen Moneysource Mortgage Company dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit ***************************
Loan Officer
Loan specialist job in Redmond, WA
Salary:
LIONSCOVE Loan Officer Job Description
The Loan Officer (LO) at LIONSCOVE is responsible for generating leads, managing client relationships, and facilitating the loan application process.
Key Responsibilities
Generate leads through outbound activities, local events, title searches, etc. that fit LIONSCOVE guidelines.
Build and maintain a contact list for outreach via phone, email, and text, tracked in our CRM.
Conduct regular virtual and face-to-face meetings with contacts outside the office.
Monitor and update account records consistently to process leads and in process loan opportunities to close multiple loans monthly.
Identify client needs and tailor outreach to highlight points of differentiation.
Maintain in-depth knowledge of private lending loan products, guidelines, and documentation requirements.
Research potential clients to customize proposals and approaches.
Determine effective approaches to present loan benefits and positioning.
Prepare detailed loan proposals.
Meet with applicants to assess needs, collect application data, and determine eligibility.
Submit loan applications promptly.
Follow up internally and with clients to ensure timely closings aligned with expectations.
Analyze active loan files regularly and propose solutions to expedite processing.
Ensure compliance with all relevant guidelines, laws and regulations.
Qualifications
Minimum of 3 years of experience in Loan Officer or residential real estate roles.
Strong communication and interpersonal skills.
Proven ability to generate and manage leads.
In-depth knowledge of loan programs and private lending processes.
Detail-oriented with excellent organizational and problem-solving skills.
Proficient in CRM tools and compliance.
Mortgage Relationship Officer
Loan specialist job in Vancouver, WA
At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service - the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional.
This is a hybrid position based in Vancouver, WA and the surrounding area.
Compensation is a base salary plus commission.
Primary Duties:
Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans
Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus' products and lending guidelines
Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities
Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business
Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements
Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments
Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives
As an ideal candidate, you will have:
Bachelor's degree preferred or equivalent work experience
Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred
Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans
Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners
Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment
Ability to be certified and maintain registration through NMLS as required for mortgage originations
Willingness to travel on a regular basis within the areas Unitus serves
Bilingual skills (especially Spanish/English) are preferred.
Our Benefits
Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (*eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
Transit & Parking benefits
Paid Volunteer Time Off
What's it really like to work here?
We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.
Auto-ApplyLoan Processor III
Loan specialist job in Bellevue, WA
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
Process and pre-underwrite conventional, FHA, VA and Bond mortgage loans to ensure compliance with Company, secondary market investor, and government agency standards. Achieve production and quality metrics. Liaison between loan officer, borrower, underwriter and funding. Prepare and review loan file to ensure completeness of submission and supporting documents, as well as compliance with underwriting and investor guidelines. Monitor overall loan processing cycle time to ensure the loan closes on time. Communicate and coordinate the resolution of issues that delay loan closing timeline. "Go to" subject matter expert/lead when Supervisor/Lead is not available.
Essential Functions
* The processor is to become the contact for non-licensed activity once the loan is submitted to them.
* Monitor the overall lending process, and identify, resolve, and communicate issues that could impact timely closure of loans.
* Analyze loan-to-value ratio, debt-to-income ratio, credit report, application, income and assets, source(s) of down payment funds and examine supporting documentation to identify potential fraud or misrepresentation.
* Identify potential issues and communicate to consumer and loan officer.
* Order and review all third-party documentation, including credit checks, title reports, appraisals, tax returns, verifications of employment/assets, etc. to identify and address potential issues.
* Stay current with federal, state regulations, policies and industry trends.
* Check ratios and verify accuracy of AUS findings and program applicability.
* Review and verify documentation integrity to ensure it aligns with findings, completeness and compliance, and submit loan file to underwriting for approval.
* Identify qualifying/program issues prior to submission to Underwriting, and re-structure loan as necessary.
* Provide options within guidelines and makes recommendations if borrowers may qualify for suitable programs.
* Update and verify accuracy of data input into system.
* Verify compliance with Company standards, federal and agency regulations, standards, and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc.
* Obtain and verify clearance of all underwriting conditions and prepare the file for submission to Closing.
* Order generation of loan documents.
* Coach and provide guidance to less experienced Processors as needed.
* Use and modify templates to compose professional correspondence and emails.
* Provide status updates to Loan Officers and/or borrowers.
Qualifications
* High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred.
* Total recent work experience includes five or more years' experience as a Loan Processor, preferably processing conventional and FHA loans along with at least two years of experience processing VA and Bond mortgage loans.
* Ability to build strong relationships with loan officers, production, underwriting, closing and other internal and external partners.
* Expert knowledge of overall mortgage lending internal processes and control, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for conventional, FHA, VA and Bond mortgage loans.
* Expert knowledge of conventional, FHA, VA and Bond mortgage loans, including various product/program guidelines, necessary conditions for approval, and investor specific guidelines.
* Expert knowledge in new construction documentation and condominium projects.
* Expert knowledge of valid documentation related to processing consumer mortgage applications (e.g., complex tax returns, financial statements and records, verification of income and deposits, etc.).
* Sound judgment, ability to think critically, including the ability to evaluate facts and data to draw conclusions, determine the downstream impact of decisions and associated risks.
* Ability to prioritize multiple tasks in a deadline-driven environment, strong sense of urgency and responsiveness.
* Excellent customer service, interpersonal, verbal and written communication skills
* Intermediate math skills.
* Strong verbal and written communication skills.
* Strong detail orientation and highly organized.
* Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs.
Supervision
* Depending on experience, supervision is intermittent to infrequent
* Depending on experience moderate to high level of independent judgment and discretion related to area(s) of specialization
* May provide guidance to less experienced team members to resolve/escalate issues of high complexity
* Exercise sound judgment in executing core job responsibilities
* Average monthly pipeline is 14 loans.
* Travel: 0%
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
This position offers eligibility for incentive compensation.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Consumer Loan Processor
Loan specialist job in Bellevue, WA
iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States.
Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt.
We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level!
For more information on iVantage Group please visit us at
************************
.
Overview
iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified
Retail and Home Lending Processor with experience in the following:
Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA)
Knowledge of AUS systems (LP & DU)
Knowledge of MDIA and RESPA disclosure requirements
Position:
Retail and Home Lending Processor
Industry:
Information Technology
Employee Benefits:
Comprehensive Benefit Plan
Responsibilities / Job Description:
The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting.
Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner.
Recognizes and resolves challenges early in the process, and provides excellent customer service.
Qualifications
Skills
Effective communication skills with a high level of customer service
Ability to multi-task and operate effectively in a high-paced environment
Detail orientated with proficient organizational skills
Ability to adapt to and accept change
Strong listening and problem solving skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Contact Andrew McAlpine:
************ or ***********************************
Easy ApplyMortgage Loan Officer I
Loan specialist job in Silverdale, WA
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Desired Qualification(s)
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Monday - Friday, 8:30AM - 5:00PM
Location: 9633 Levin Road NW, Suite 204 Silverdale, WA 98383
Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
Auto-ApplyMortgage Loan Processor
Loan specialist job in Sumner, WA
Are you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now! Responsibilities
Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval
Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records
Put together loan packages and submit to lender underwriting for approval or denial
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Assist borrowers in determining the best mortgage type based on interview and situation
Qualifications
Must have Experience in Processing mortgage and home loans
We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote
Superb analytical skills, time management skills, and attention to detail
Must have excellent written and verbal communication skills
High school diploma or GED required - Associate's degree in accounting, finance, or business preferred
2 years minimum experience in loan processing required
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Compensation $54,000 - $62,000 DOE Come grow with us. Apply today!
Auto-ApplyBusiness Loan Specialist
Loan specialist job in Mount Vernon, WA
Serves as primary support contact providing administrative and internal/external support for the Business Lending Team in all areas, with the exception of underwriting and loan approvals. Loan Specialist will monitor business loan relationships, assist with customer service needs, produce/review loan documentation, ensure proper collateral perfection, and manage up-to-date relationship tracking.
Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance related courses as established by Harborstone Credit Union policies and/or practices.
Completes annually required Product and Process Knowledge competency testing, in addition to job related courses as established by Harborstone Credit Union policies and/or practices.
Compensation:
Minimum $25.88
Maximum $36.97
Placement in the pay scale will be determined by experience and qualifications.
Responsibilities
· Prepares in-house commercial, participation, SBA and secondary market loan documentation on a timely basis for various products, for all segments of business banking.
· Performs duties related to the processing and/or closing of loans.
· Provides information and assistance to loan originators, members, title companies, escrow firms or dealers during the set up/funding and/or construction loan processing and closing process.
· Coordinates loan documentation and reviews/processes documentation and files to ensure loan package completion to meet lending specifications.
· Assists with credit approval process as needed (i.e. managing/tracking internal loan codes, approval documentation, deposit balances, etc.).
· Reviews and monitors loan documents for accuracy, completeness and adherence to approval conditions occasionally providing recommendations for language to include in the loan documents if appropriate.
· Reviews title insurance commitments and exceptions on commercial real estate loans, providing feedback on errors or omissions.
· Coordinates funding process, prepares closing escrow instructions and manages timeframes for commercial real estate loans.
Qualifications
· Knowledge of loan documents (Promissory Note, Loan Agreement, Guaranty, etc.).
· Strong working knowledge of a variety of collateral security methods and documentation including knowledge of UCC's, title, escrow, taxes, insurance and real estate documentation relating to commercial real estate.
· Works on assignments that are moderately complex in nature where judgment is required in resolving problems and making routine recommendations.
· Ability to maintain high attention to detail with strong organizational and time management skills.
· Ability/willingness to work independently and collectively in a team environment.
· Proven motivated/self-starter who is flexible and able to adapt quickly to a change in priorities/tasks and a willingness to accept additional responsibilities as opportunities arise.
· Requires basic arithmetic skills, knowledge of operational procedures, practices and policies.
· Thorough knowledge of credit union, state and federal policies, procedures and laws regarding lending.
· Federal and state consumer and commercial lending regulations.
· Fixed, adjustable rate consumer, real estate and business loans.
Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed.
Education/Experience/Certification:
· Five or more years' in a financial institution with at least three years' experience processing business/ commercial loans, including participations and SBA loans.
· Experience with LaserPro software, preferred.
Auto-ApplyConsumer Loan Processor
Loan specialist job in Bellevue, WA
iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States. Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt. We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level!
For more information on iVantage Group please visit us at ************************ .
Overview
iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified Retail and Home Lending Processor with experience in the following:
Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA)
Knowledge of AUS systems (LP & DU)
Knowledge of MDIA and RESPA disclosure requirements
Position: Retail and Home Lending Processor
Industry: Information Technology
Employee Benefits: Comprehensive Benefit Plan
Responsibilities / Job Description:
The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting.
Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner.
Recognizes and resolves challenges early in the process, and provides excellent customer service.
Qualifications
Skills
Effective communication skills with a high level of customer service
Ability to multi-task and operate effectively in a high-paced environment
Detail orientated with proficient organizational skills
Ability to adapt to and accept change
Strong listening and problem solving skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Contact Andrew McAlpine: ************ or ***********************************
Easy ApplyMortgage Loan Officer I
Loan specialist job in Silverdale, WA
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Responsibilities
Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
Qualifications
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Desired Qualification(s)
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Monday - Friday, 8:30AM - 5:00PM
Location: 9633 Levin Road NW, Suite 204 Silverdale, WA 98383
Auto-ApplyMortgage Loan Processor
Loan specialist job in Sumner, WA
Job DescriptionAre you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now!Responsibilities
Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval
Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records
Put together loan packages and submit to lender underwriting for approval or denial
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Assist borrowers in determining the best mortgage type based on interview and situation
Qualifications
Must have Experience in Processing mortgage and home loans
We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote
Superb analytical skills, time management skills, and attention to detail
Must have excellent written and verbal communication skills
High school diploma or GED required - Associate's degree in accounting, finance, or business preferred
2 years minimum experience in loan processing required
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Compensation$54,000 - $62,000 DOE Come grow with us. Apply today!