Loan specialist jobs in Waterbury, CT

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

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Senior Associate, Residential Loan Prc-2 will close and fund Consumer loans in accordance with all Bank and Investor Regulations. Excited to grow your career? We value our talented employees, and whenever possible strive to help our colleagues grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. Close and fund Consumer loans in accordance with all Bank and Investor Regulations. RESPONSIBILITIES: Maintain a production queue of mortgage loans Coordinate loans with MBOs, LOs and 3rd party vendor to close within credit document expiration and rate lock expiration dates Review all pre-closing documentation, including but not limited to title commitment, homeowners, and flood insurance policies Ability to review and understand elements of property appraisals Prepare all required closing documents for all loan types Obtain verification of employments Image all documents to our OnBase system Input daily wires for loans in funding Perform other duties as may be required Experience: 3 years in the banking industry Job Skills/Knowledge: Basic computer skills with ability to navigate different applications Good organizational skills and time management Excellent customer service The estimated salary range for this position is $27.50 HR to $33.27 HR. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Mortgage Loan Officer - Waterbury MarketThis is a salary plus commission position. Under the direction of the AVP/ Mortgage Lending Officer Sales Manager, responsible for the origination of residential and consumer mortgage products. Manage the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. Meet clients in the office, at Branch locations and in locations of convenience for the client. Responsible for the interview process, completion of the application and receipt of all supporting documentation. Determine financing objectives and goals of applicants. Conducts the loan interview and secures the client information necessary to initiate a loan application. Explain mortgage/loan products, how the product works and how the recommended program or product will benefit the applicant's needs. Outside prospecting and networking with local centers of influence including realtors, attorneys, financial advisors, builders, local civic and religious leaders to build and maintain referral sources. Receives and screens loan applications. Pull, review, and analyze credit. Gathers financial data. Communicates with clients to resolve discrepancies such as late payment history, judgements, collections, etc. Analyze simple and complex tax returns in order to determine monthly income for self-employed borrowers. Responsible for accurately explaining all federal and state required disclosures including but not limited to the Loan Estimate, Change of Circumstance and Closing Disclosure. Monitors personal monthly production goals in line with the Bank's Key Performance Indicators (KPIs) and the department's Tactical Operating Procedures (TOPs). Maintains current knowledge and compliance with all regulatory BSA/AML, TRID, HMDA, CFPB and OFAC requirements and with all other bank policies, procedures and regulations. Keeps abreast of federal ad state laws and regulations pertaining to consumer rights, non-discrimination, fair credit reporting, etc. EOE, including disability/vets

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. How to Apply: Interested candidates should submit their resume detailing their qualifications and relevant experience to ***********************. Please include "Loan Officer Application" in the subject line of your email. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

What we do: We're a recognized national leader in building communities. Every community begins with individuals and families coming together to create homes and start businesses. We help those individuals and families, regardless of their background, find the means to purchase or build their homes, create a place of security and warmth, and thus build those communities. We. Make. A. Difference. Why you'd like us: We're a powerhouse of a bank but our teams are small and focused, allowing us to work hard but smart. We strive for a productive, fascinating, motivating, honest, open, flexible, empowered, enjoyable work environment. We are recognized as leaders in improving communities around the country and our work helps individuals and families build the security and confidence necessary to achieve their dreams. If you've ever wanted to see the outcome of your labor, be a part of something bigger, work with other people who are focused on making a difference - you've found the right place. Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Job Description What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. Qualifications What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. APPLY NOW If you're interested in joining, doing something meaningful, and being a part of something bigger than yourself, we'd love to hear from you. Apply now and let's get the conversation started! Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Additional Information All your information will be kept confidential according to EEO guidelines. ***PLEASE APPLY USING THIS LINK: ********************************************************************************* PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL NOT BE EVALUATED FOR THIS ROLE

Newtown Savings Bank is seeking a results-oriented, sales professional to join our Mortgage Banking team as a Mortgage Loan Officer (Mortgage Banker II). This position, under the direction of the V.P. Residential Lending Assistant Sales Manager, is responsible for the origination of residential mortgage products. Manages the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. This includes meeting with customers, the interview process, completion of the application, and the receipt of all supporting documentation. PRIMARY RESPONSIBILITIES Outside prospecting and networking with local centers of influence including Realtor's, Attorney's, Builders, local civic and religious leaders to build and maintain referral sources. The majority of time is spent out of the office contacting COI's (Realtors, Accountants, Attorneys) and following up on mortgage referrals. Explain mortgage/loan products, how the product works and how the product will benefit the applicant's needs. Provide the appropriate product for the customer's needs while assuring Bank profitability. Assist with Encompass on-line applications thru the consumer site. Follow up on open applications in Encompass Consumer Connect site as needed. Complete a basic credit analysis, and analyze the basics of a self-employed borrower's tax returns to determine eligibility. Outline loan terms and conditions, and inform the borrowers of loan commitments, counter offers and denials. Resolve outstanding conditions and assist underwriting department to obtain appropriate documentation. Understand compliance issues including the timelines of mortgage loan processing. Courteously resolve customer complaints or properly refer them for assistance. Cross sell all Bank Services including referrals for deposit accounts and commercial loan relationships, as well as investment services. Communicate effectively with customers, branches, and retail lending department. Assist in new product and develop sales tools to increase business for the Bank. Responsible for overseeing community lending events and/or seminars within our lending communities. Participate in various civic and community functions to further enhance the image of the bank and to network for continuous new business opportunities. Participate in presenting Work Place Advantage and Financial Literacy presentations upon request. Make suggestions to the VP, Residential Lending Assistant Sales Manager to update, enhance or add additional products or services. POSITION REQUIREMENTS Bachelor's degree or equivalent plus 4 to 6 years' experience in mortgage lending. Sales management experience to generate new mortgage business. Customer Service oriented with effective communication skills. Basic computer and Microsoft Office knowledge. Knowledge and understanding of loan products, forms, documentation, and compliance issues, including timeliness of mortgage loan processing, within the loan origination function, as well as secondary market underwriting. Mortgage lenders are also be required to be registered with the NMLS system designed by the federal banking regulators. Bilingual preferred (fluent English & Spanish) QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Any physical demands or work conditions 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 made to enable individuals with disabilities to perform the essential functions. Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs. Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status

Job Description Loan Officer Training Program Launch Your Career in Mortgage Sales Are you motivated, detail-oriented, and interested in building a career in mortgage lending? Our Loan Officer Training Program is designed to give you the tools, training, and mentorship you need to become a successful Licensed Loan Officer within one year. This is more than just a support role, it is a structured career path. You'll work alongside top Mortgage Bankers, gain hands-on experience, and complete the training needed to get licensed and start originating loans yourself. Spanish speaking highly preferred!! Program Highlights: • Structured 12-month pathway to a Loan Officer role. • Hands-on training in mortgage sales, compliance, and client service. • Mentorship from experienced Mortgage Bankers. • Support to pass the NMLS licensing exam. • Promotion opportunity to Loan Officer upon program completion, with an average annual earning potential of $150,000- 200,000+ What You'll Do: • Support Mortgage Bankers with client communications, file management, and loan documentation. • Manage CRM systems by tracking leads, referral sources, and client information. • Collect and organize borrower documents to ensure clean and accurate files. • Assist in preparing files for processing and underwriting. • Help coordinate marketing campaigns and track referral activity. • Learn the mortgage process from the ground up with the goal of becoming a licensed Loan Officer. What We're Looking For: • Strong communication and customer service skills. • Detail-oriented, organized, and proactive. • Team player who can also work independently. • Interest in sales, real estate, or financial services. • High school diploma required; college coursework preferred. Why Join Us? As a Top Workplace for many years, at Total Mortgage, we believe in investing in talent. This role is your chance to build a career, not just a job. You'll gain real industry knowledge and have a clear path to becoming a high earning Loan Officer with us.

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives. Primary responsibilities include + Go above and beyond for customers - Aspire to deliver outstanding customer service + Drive sales through service - Achieve sales and referral goals by developing a positive customer experience + Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success + Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals + Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials + BA/BS degree preferred or equivalent experience in residential mortgage sales + Two plus years of retail residential mortgage sales experience + Documented residential mortgage loan volume in the past 12 months of $8 million (minimum) + Established relationships with local referral networks + Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences + Strong computer skills and experience using laptop technology + Successful candidate must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. Hours and Work Schedule Hours per Week: 40 Work Schedule: Monday Through Friday Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 05/31/2026

The Community Development Mortgage Loan Officer (CDLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The CDLO is expected to develop referrals as a means to grow Key's home lending business and client base. The CDLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Responsibilities Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process. This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled. Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market. Maintains proficiency on sales/originator systems and develop and maintain efficient workflows. Keeps informed of trends and developments in the real estate market and mortgage industry. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree Business related field or equivalent experience (preferred) Experience Qualifications 3+ years Experience as a loan officer in 1st mortgage production (preferred) 3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (preferred) Tactical Skills Excellent communication skills both written and verbal Demonstrated strong customer service skills Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management. Strong financial acumen Personal Skills Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results Practical Skills Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 11/28/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy. Essential Functions/Position Responsibilities: * Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan. * Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign. * Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions. * Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. Loan Processor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement. * LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT. * Ancillary Products - must be familiar with all types as the Loan Processor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection. * Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. Loan Processor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans. * Provide routine information concerning the credit union, its services, and its policies. * Monitor pipeline weekly, following up with applicants on existing loan application in process. Requirements Experience Two to three years' consumer lending experience preferred. Education/Certifications/Licenses High School Diploma or equivalent required. Interpersonal Skills Knowledge of Windows applications, i.e. MS Word, Excel. Knowledge of Credit Union specific applications (current origination and core processing software)

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens is honored to be a top Lender in the Mortgage sector and is passionate about growing our market share in the states we currently operate. We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives. Primary responsibilities include Go above and beyond for customers - Aspire to deliver outstanding customer service Drive sales through service - Achieve sales and referral goals by developing a positive customer experience Build book of business - Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success Maximize personal productivity - Desire to improve personal efficiency through attention to detail, self-motivation, and adaptability to achieve branch and personal goals Grow your own capabilities - Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials BA/BS degree preferred or equivalent experience in residential mortgage sales Two plus years of retail residential mortgage sales experience Documented residential mortgage loan volume in the past 12 months of $8 million (minimum) Established relationships with local referral networks Ability to communicate clearly and effectively, both verbally and in writing, across a broad range of audiences Strong computer skills and experience using laptop technology Successful candidate must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. Hours and Work Schedule Hours per Week: 40 Work Schedule: Monday Through Friday

_This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges._ Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start **Caring. Connecting. Growing together** . Credit Operations function is responsible for overseeing and optimizing platforms and process supporting loan documentation, loan closing, and ongoing servicing of loans the bank's credit functions. This department plays a crucial role in designing and implementing processes to manage the loan portfolio and to identify solutions and improve efficiencies pertaining to and executing on existing business and new growth initiatives. The Credit Operations team manages sub-functions within the broader credit operations framework, creating strategies and specific objectives to support the bank's financial goals and, customer satisfaction, supplier oversight and regulatory compliance. This position is full time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be 8:00 am to 5:00 pm, Monday - Friday. **Primary Responsibilities:** + Document Monitoring: Track outstanding documents used to secure collateral, verify insurance coverage, and ensure all required documentation is current. + Risk Mitigation: Protect the Bank's financial interests by preventing unsecured collateral, expired insurance policies, and fraudulent activity. + Servicing Support: Assist the Provider Working Capital call center by answering inquiries, submitting system error tickets, login in errors, account maintenance, processing requests for payoff, repayment rate adjustments, and account closures. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + High School Diploma or GED + Must be 18 years of age or older + Ability to multitask effectively across multiple products and priorities. + 2+ years of experience with loan documentation requirements and processes. + Skilled in tracking outstanding documents used to secure collateral, verify insurance coverage, and ensure all required documentation is current. + Ability to protect the Bank's financial interests by preventing unsecured collateral, expired insurance policies, and fraudulent activity. + 2 + years of experience in developing and managing loan tickler systems for compliance and accuracy. + Salesforce knowledge to manage call center service tickets efficiently. + Proven ability to build and maintain effective relationships with leasing partners. + Demonstrated capability to work independently with minimal supervision. + Flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime. **Telecommuting Requirements:** + Ability to keep all company sensitive documents secure (if applicable). + Required to have a dedicated work area established that is separated from other living areas and provides information privacy. + Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service. *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $23.41 - $41.83 per hour based on full-time employment. We comply with all minimum wage laws as applicable. **_Application Deadline:_** _This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants._ _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

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

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

What we do: We're a recognized national leader in building communities. Every community begins with individuals and families coming together to create homes and start businesses. We help those individuals and families, regardless of their background, find the means to purchase or build their homes, create a place of security and warmth, and thus build those communities. We. Make. A. Difference. Why you'd like us: We're a powerhouse of a bank but our teams are small and focused, allowing us to work hard but smart. We strive for a productive, fascinating, motivating, honest, open, flexible, empowered, enjoyable work environment. We are recognized as leaders in improving communities around the country and our work helps individuals and families build the security and confidence necessary to achieve their dreams. If you've ever wanted to see the outcome of your labor, be a part of something bigger, work with other people who are focused on making a difference - you've found the right place. Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Job Description What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. Qualifications What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. If you're interested in joining, doing something meaningful, and being a part of something bigger than yourself, we'd love to hear from you. Apply now and let's get the conversation started! Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Additional Information All your information will be kept confidential according to EEO guidelines. ***PLEASE APPLY USING THIS LINK: ********************************************************************************* PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL NOT BE EVALUATED FOR THIS ROLE

Newtown Savings Bank is seeking a results-oriented, sales professional to join our Mortgage Banking team as a Mortgage Loan Officer (Mortgage Banker II). This position, under the direction of the V.P. Residential Lending Assistant Sales Manager, is responsible for the origination of residential mortgage products. Manages the mortgage sales efforts to increase the Bank's CRA delineated lending communities. Responsible for managing events in the community from a lending perspective. This includes meeting with customers, the interview process, completion of the application, and the receipt of all supporting documentation. PRIMARY RESPONSIBILITIES Outside prospecting and networking with local centers of influence including Realtor's, Attorney's, Builders, local civic and religious leaders to build and maintain referral sources. The majority of time is spent out of the office contacting COI's (Realtors, Accountants, Attorneys) and following up on mortgage referrals. Explain mortgage/loan products, how the product works and how the product will benefit the applicant's needs. Provide the appropriate product for the customer's needs while assuring Bank profitability. Assist with Encompass on-line applications thru the consumer site. Follow up on open applications in Encompass Consumer Connect site as needed. Complete a basic credit analysis, and analyze the basics of a self-employed borrower's tax returns to determine eligibility. Outline loan terms and conditions, and inform the borrowers of loan commitments, counter offers and denials. Resolve outstanding conditions and assist underwriting department to obtain appropriate documentation. Understand compliance issues including the timelines of mortgage loan processing. Courteously resolve customer complaints or properly refer them for assistance. Cross sell all Bank Services including referrals for deposit accounts and commercial loan relationships, as well as investment services. Communicate effectively with customers, branches, and retail lending department. Assist in new product and develop sales tools to increase business for the Bank. Responsible for overseeing community lending events and/or seminars within our lending communities. Participate in various civic and community functions to further enhance the image of the bank and to network for continuous new business opportunities. Participate in presenting Work Place Advantage and Financial Literacy presentations upon request. Make suggestions to the VP, Residential Lending Assistant Sales Manager to update, enhance or add additional products or services. POSITION REQUIREMENTS Bachelor's degree or equivalent plus 4 to 6 years' experience in mortgage lending. Sales management experience to generate new mortgage business. Customer Service oriented with effective communication skills. Basic computer and Microsoft Office knowledge. Knowledge and understanding of loan products, forms, documentation, and compliance issues, including timeliness of mortgage loan processing, within the loan origination function, as well as secondary market underwriting. Mortgage lenders are also be required to be registered with the NMLS system designed by the federal banking regulators. Bilingual preferred (fluent English & Spanish) QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Any physical demands or work conditions 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 made to enable individuals with disabilities to perform the essential functions. Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs. Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

Hudson Valley Credit Union is currently recruiting for the position of Consumer Loan Processor. Primary Function: Process and fund direct and indirect consumer loan applications to meet the established credit union service standards and promote loan growth. Make process and procedure recommendations to improve efficiencies within the department in order to create a better overall experience for internal and external members. Responsibilities * Review loan packages and documents for accuracy, prepares final loan package for funding. * Input and verify funding data into the consumer loans origination system to ensure the loan is funded in accordance with lending policies and procedures, disburses loan proceeds and performs associated system maintenance. * Issue documents required by Truth in Lending and RESPA. * Operate multiple computer systems in order to accurately respond to dealer, staff and member inquiries regarding existing and pending consumer loan applications. * Perform follow-up on outstanding documents for existing consumer loan applications in process via Direct and Indirect channels to ensure member satisfaction. * Recommend process and product improvements to enhance member experience and eliminate waste. * Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. * Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. * Responsible for regular and predictable attendance including punctuality. Qualifications * High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required * Minimum 1 Year Customer service work history in a Credit Union or Financial Institution experience preferred * Minimum 1 Year Customer lending processing work history experience preferred Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: * Base & Variable Pay Structures * Paid Personal, Holiday & Volunteer Time Off * Professional Development Training through HVCU University & Academy * Student Loan Repayment & Tuition Reimbursement Programs * Medical, Dental & Vision Coverage * 401(k) With Employer Match & Non-Elective Employer Contribution * Life, Short-term & Long-term Disability Insurances * Discounted Loan Rates & Fees Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy. Essential Functions/Position Responsibilities: · Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan. · Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign. · Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions. · Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. Loan Processor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement. · LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT. · Ancillary Products - must be familiar with all types as the Loan Processor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection. · Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. Loan Processor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans. · Provide routine information concerning the credit union, its services, and its policies. · Monitor pipeline weekly, following up with applicants on existing loan application in process. Requirements Experience Two to three years' consumer lending experience preferred. Education/Certifications/Licenses High School Diploma or equivalent required. Interpersonal Skills Knowledge of Windows applications, i.e. MS Word, Excel. Knowledge of Credit Union specific applications (current origination and core processing software) Salary Description Market Value $26.80