Loan specialist jobs in West Palm Beach, FL - 48 jobs
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Loan Specialist
Loan Officer
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Mortgage Loan Processor
Junior Loan Officer
Loan Consultant
Loss Mitigation Specialist
Loan Documentation Specialist
Loan Coordinator
Licensed Loan Officer - Jr. Loan Officer
Preferred Rate 4.7
Loan specialist job in Boca Raton, FL
Job Description
Our organization is currently seeking a talented and service-oriented Licensed Loan Officer or Junior Loan Officer.
Please do not apply if you are not licensed.
The successful candidate will have some experience in sales, exceptional communication and relationship-building skills, and a keen eye for detail. Our tight-knit team is dedicated to helping you succeed and offers the training you need to take your talents to the next level. If this sounds like you, apply now!
Compensation:
$60,000 - $100,000 yearly
Responsibilities:
Meet sales expectations, generate new business, get referrals, and monitor sales pipeline
Review options with senior loan officer/ MLO to make a recommendation of which home loan product to recommend based on the applicant's financial status
Collect financial information in order to prepare the loan file, assist applicants with loan applications, and assess applicants' financial situation and eligibility
Assisting the Team Lead with tracking referrals and taking 100% complete and accurate mortgage applications.
Qualifications:
Previous experience in financial services, real estate, lending institutions, credit union, or related fields is valuable, but not required
Knowledge of guidelines for loan programs and various types of loans such as FHA, commercial loans, VA, etc is an asset, but not required
Be a licensed Mortgage Originator already.
Must understand Encompass.
About Company
99% of Mortgage Branches leave their loan officers to figure it out. Our office allows you to build your brand with the benefit of in-house coaching, guidance, and support to allow you to reach new levels that you did not know you could.
Preferred Rate is a direct lender focused on supporting our loan originators. We provide a full array of products and support to make sure our loan officers can focus on building relationships and originating.
We offer both in-office and remote options for loan originators. Loan originators receive full support through sales coaching, a documents specialist who follows up on all needed documents for applications taken, in-house processing, and a strong originating environment.
If you are looking to have your business elevated, this is the place to be.
$60k-100k yearly 4d ago
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Community Mortgage Loan Officer
TDI 4.1
Loan specialist job in West Palm Beach, FL
Hours:
40
Pay Details:
$28.85 - $33.65 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Community Mortgage Loan Officer identifies, develops and maintains a quality network of community-based organizations, Realtors, and local state/government agencies that serves as a recurring source of referrals of new mortgage lending opportunities with an emphasis on the Community Reinvestment Act (CRA), Low-and Moderate-Income (LMI), Multicultural and First Time Homebuyer customer segments. The individual would have an extensive understanding of the local Affordable Housing Market, Housing Assistance Programs, and experience providing thoughtful mortgage lending solutions and guidance to low-and moderate-income, Multicultural and First Time Homebuyers.
Depth & Scope:
Takes residential mortgage loan applications and communicates underwriting decisions, including offers and/or counter offers of residential mortgage products
Increases mortgage loan volume, focusing on CRA, low-and moderate-income, and multicultural borrowers through effective selling of the Bank's products and programs; Researches organizations and agencies within assigned geographic area which are focused on providing services to low and moderate income persons and communities
Establishes through direct outreach efforts, relationships with nonprofit organizations, realtors, state and local housing offices, and community-based affordable housing organizations to generate and increase CRA mortgage opportunities
Represents the bank in community-based meetings and initiatives such as housing seminars, financial literacy programs, affordable housing conferences, etc., which have the primary focus of providing services to low-and moderate-income persons
Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs; Communicates terms and conditions of loans and finalizes sales
Sells other Company products and services as appropriate
Guides customers through the mortgage application process; Explains information required and delivers required disclosures and other information to customers; Ensures applications are completed accurately and contain required information and supporting documentation; Manages expectations regarding processing times and closing dates together with customers
Communicates regularly with customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned; Coordinates any additional information requests, clarifications and other problem solving as needed so that process remains on schedule; Attends closings as needed
Informs management of progress relative to goals on a regular basis and asks for assistance as needed to finalize sales, for training and for other issues as needed
Sells and originates residential mortgage loans according to established policies, procedures and applicable legal and regulatory guidelines
Communicates loan decisions directly to customers, explains any additional information needed and submits application materials and other required information to processing area to clear any conditions to finalize the loan commitment and prepare for closing
Maintains current information on the trends and developments in the local real estate market, as well as policies, procedures, rules and regulations related to retail mortgage products
Maintains growing network of outside referral sources in assigned territory, such as real estate brokers, builders, attorneys, accountants, financial planners and other business professionals; Continues researching market, identifying individuals and organizations likely to produce referrals and developing relationships to increase the referral flow; Ensures referral sources have current information on mortgage products and services
Enters information into mortgage loan system so that loans will appear accurately in the pipeline; Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes; Sends application and other required information to underwriting area
Education & Experience:
Bachelor's degree or progressive work experience in addition to experience below
3+ years related experience required
Growing network of outside contacts to generate quality referral business
Self-directed, ability to plan own activities to achieve sales goals
Excellent time management skills
PC skills, including knowledge of mortgage origination and automated underwriting systems
Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
Established network of community-based organizations, municipalities and agencies whose primary focus is affordable housing and first time home buyer education
Demonstrated sales ability
In-depth knowledge of mortgage industry, products, lending practices and regulatory guidelines
Growing network of outside contacts to generate referral flow
Minimum target annual loan originations of 48 LMI/multicultural units
OCC Language:
This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$28.9-33.7 hourly Auto-Apply 25d ago
Inside Loan Officer
Choice Mortgage Group 3.6
Loan specialist job in Boca Raton, FL
Job Description
We are seeking a full-time Inside Loan Officer to join our Boca Raton office. This is an in-office position where you'll have access to inbound leads, ongoing training, and the full support of our experienced operations and marketing teams. You will be responsible for working with clients from pre-qualification through closing, ensuring a seamless and positive mortgage experience. Loans and leads will be given to you from transitioning loan officers, as well as handling Corporate Leads.
Compensation:
$100,000 - $200,000 yearly
Responsibilities:
Manage and convert inbound leads and loans into funded loans. Help transition loan officers learn our processes and systems as well as maintaining communication with them and our Ops staff to ensure smooth transition of loans. You will also handle loans for Branch Managers to allow coverage when individuals go on vacation.
Qualifications:
Must be an experienced loan officer who's familiar with Agency, Govt, and Non-QM Loans. You do not need to self-source your own loans
Must be a Team player
Must be a great communicator
About Company
Choice Mortgage Group is not your typical lender. We're a forward-thinking, growth-driven company leveraging innovative technology and creative sales strategies to deliver a streamlined, customer-first mortgage experience. While others have slowed down, we've accelerated - and now we're looking for the right person to grow with us.
Our Core Values are simple: we want to create a WOW experience for clients, our referral partners, and our employees.
$34k-60k yearly est. 7d ago
Licensed Loan Officer, Direct Lending Sales (REFI Team)
Onity External
Loan specialist job in West Palm Beach, FL
Licensed Loan Officer, Consumer Direct
The Loan Officer will be responsible for inbound and outbound calls to existing Portfolio customers to sell a range of mortgage products in order to meet individual sales goals, company retention goals, and most importantly meet the needs of the Homeowner.
At PHH Mortgage, Our Loan Officers engage in a fast paced, fun environment with a great company culture and a large portfolio to back it!
Who are we looking for?
Experienced Loan Officers with NMLS Licenses (with UST component)
Sales Minded Individuals, who can thrive in a Call Center Environment
Customer focused individuals who enjoy building relationships while helping homeowners with their lending needs
What we offer our Licensed Loan Officers:
Base salary paid bi-weekly (plus overtime opportunity).
Commissions paid monthly.
Quarterly incentive for high volume producers.
Full suite of benefits (health, life, dental, vision, 401k, PTO).
Best in class training program that will prepare you for success
Call center environment with warm inbound and outbound leads!
Joining Bonus paid within the first 30 days of employment!
Job Functions:
Inbound and Outbound leads provided by the company from our existing portfolio of clients
Process completed mortgage application for qualified clients
Communicate and set proper expectations with the client from the start of the transaction
Qualify clients for new mortgage loans using automated underwriting systems (DU/LP)
Deliver mortgage options to customer in one call to move forward with PHH Mortgage as their preferred lender
Collect pertinent information/documents from client to begin processing
Sends all required paperwork to client and provides excellent customer service
Adhere to all regulatory mortgage compliance guidelines
Partner with internal operations to consistently produce clean files and successfully complete transactions
Input transactions into PHH Mortgage's lead management system
Communicate effectively with all parties to the transaction.
Offer excellent customer service to all borrowers
Structure business day to ensure balance of taking inbound leads and making follow-up contact with current sales pipeline in order to consistently meet minimum performance standards
Attend all trainings, sales meetings, orientations as directed
Increase knowledge of mortgage industry by completing all internal trainings timely
Ability to use multiple software applications at one time
Type more than 40 words per minute
Qualifications:
High School Diploma, GED or military experience equivalent
Must Live within 75 miles of one of our PHH/Onity Locations. Dallas, West Palm Beach, Mount Laurel, Arizona Preferred.
Preferred 2 years of Loan Officer experience within a call center, phone sales, or consultative sales.
Ability to obtain industry required licensing and continued education (company sponsored) in multiple states.
Ability to maintain annually all federal and state licensing requirements
(This includes background and credit checks annually)
Customer service driven; responsive to client issues and concerns
Ability to effectively communicate with others in a professional manner
Proficiency in Microsoft Office programs, specifically Word, Excel, and Outlook
Must be able to work a shift anywhere between 8:00 am-10:00pm (one night per week) and rotational Saturdays (one per month)
$36k-60k yearly est. Auto-Apply 9d ago
Licensed Loan Officer, Direct Lending Sales (REFI Team)
Onity
Loan specialist job in West Palm Beach, FL
Licensed Loan Officer, Consumer Direct
The Loan Officer will be responsible for inbound and outbound calls to existing Portfolio customers to sell a range of mortgage products in order to meet individual sales goals, company retention goals, and most importantly meet the needs of the Homeowner.
At PHH Mortgage, Our Loan Officers engage in a fast paced, fun environment with a great company culture and a large portfolio to back it!
Who are we looking for?
Experienced Loan Officers with NMLS Licenses (with UST component)
Sales Minded Individuals, who can thrive in a Call Center Environment
Customer focused individuals who enjoy building relationships while helping homeowners with their lending needs
What we offer our Licensed Loan Officers:
Base salary paid bi-weekly (plus overtime opportunity).
Commissions paid monthly.
Quarterly incentive for high volume producers.
Full suite of benefits (health, life, dental, vision, 401k, PTO).
Best in class training program that will prepare you for success
Call center environment with warm inbound and outbound leads!
Joining Bonus paid within the first 30 days of employment!
Job Functions:
Inbound and Outbound leads provided by the company from our existing portfolio of clients
Process completed mortgage application for qualified clients
Communicate and set proper expectations with the client from the start of the transaction
Qualify clients for new mortgage loans using automated underwriting systems (DU/LP)
Deliver mortgage options to customer in one call to move forward with PHH Mortgage as their preferred lender
Collect pertinent information/documents from client to begin processing
Sends all required paperwork to client and provides excellent customer service
Adhere to all regulatory mortgage compliance guidelines
Partner with internal operations to consistently produce clean files and successfully complete transactions
Input transactions into PHH Mortgage's lead management system
Communicate effectively with all parties to the transaction.
Offer excellent customer service to all borrowers
Structure business day to ensure balance of taking inbound leads and making follow-up contact with current sales pipeline in order to consistently meet minimum performance standards
Attend all trainings, sales meetings, orientations as directed
Increase knowledge of mortgage industry by completing all internal trainings timely
Ability to use multiple software applications at one time
Type more than 40 words per minute
Qualifications:
High School Diploma, GED or military experience equivalent
Must Live within 75 miles of one of our PHH/Onity Locations. Dallas, West Palm Beach, Mount Laurel, Arizona Preferred.
Preferred 2 years of Loan Officer experience within a call center, phone sales, or consultative sales.
Ability to obtain industry required licensing and continued education (company sponsored) in multiple states.
Ability to maintain annually all federal and state licensing requirements
(This includes background and credit checks annually)
Customer service driven; responsive to client issues and concerns
Ability to effectively communicate with others in a professional manner
Proficiency in Microsoft Office programs, specifically Word, Excel, and Outlook
Must be able to work a shift anywhere between 8:00 am-10:00pm (one night per week) and rotational Saturdays (one per month)
$36k-60k yearly est. Auto-Apply 9d ago
Loaner Car Coordinator
Mercedes-Benz of Palm Beach 4.0
Loan specialist job in West Palm Beach, FL
Job Description
At New Country, our people do whatever it takes to find solutions. We're building a culture that's genuinely engaged & dedicated to communities we serve. Our dealerships & employees pride themselves on being deeply involved in local communities, charities, nonprofit organization, and consider it a privilege to serve. With deep roots in the cities and towns where our car dealerships are located, we pride ourselves on a family atmosphere and strong customer bonds.
Responsibilities
Coordinate with valet to have loaner vehicles cleaned inside and out prior to loaning to customers
Make sure loaner vehicles are filled to at least tank before loaning them out.
Ensure loaner vehicles are checked in properly for damage and fuel usage. This must be performed prior to customer leaving the service center.
Responsible for ensuring proper documentation requirements are met for all loaner contracts.
Ensure loaners are lined up and ready for the early appointments in the morning.
Escort customers to the vehicle, perform a walk around, cover preexisting damage, and fuel levels.
Qualifications
High School degree or equivalent
Ability to read and comprehend simple instructions, short correspondence, and memos.
Effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to carry out instructions furnished in written, oral, or diagram form.
Must possess a valid driver's license and good driving record.
$43k-58k yearly est. 29d ago
Loss Mitigation Specialist
Vacatia 3.9
Loan specialist job in Fort Lauderdale, FL
Job Description
Join Vacatia and Help Deliver Compassionate, High-Impact Solutions for Owners Facing Financial Hardship
Vacatia is an innovative hospitality company reinventing the vacation rental and ownership experience across discovery, booking, and stay. We're building the next generation of travel lifestyle products including blending technology, hospitality, and design to create smarter, more connected experiences for guests, owners, and partners.
We're looking for a detail-driven, empathetic, solutions-oriented specialist who will work directly with owners to negotiate repayment plans, settlements, and hardship options that minimize company loss while supporting owners through challenging financial situations.
If you thrive in fast-paced environments, communicate with empathy, and excel at balancing business objectives with customer needs then this is your opportunity to make a meaningful impact at the intersection of service and financial recovery.
Why You'll Love Working at Vacatia
Build the Future: Help modernize how Vacatia supports owners experiencing financial hardship by shaping a more compassionate and effective settlement process.
Impact That Matters: Your work directly influences loss mitigation outcomes, owner satisfaction, and the financial health of the organization.
Innovation at Scale: Use modern tools and systems including Concord, Buzz, Escrow, and Accurint to streamline workflows and maintain accuracy across thousands of accounts.
Autonomy and Ownership: Manage your portfolio of owner accounts, negotiate solutions within company guidelines, and drive resolutions from start to finish.
Culture of Growth: Join a supportive team that values emotional intelligence, collaboration, and continuous improvement in service delivery.
Your Impact
Engage owners with past-due accounts to understand their financial situation and identify appropriate resolution options.
Negotiate settlements, payment plans, and hardship alternatives within established guidelines.
Educate owners on available programs, timelines, and required documentation.
Prepare and send settlement documentation, track execution, and ensure accurate updates across systems.
Monitor payment commitments and ensure compliance with agreed-upon terms.
Escalate high-risk or complex situations to leadership as needed.
Maintain accurate records and prepare daily and weekly performance reports.
What You Bring
Experience in debt negotiation, hardship resolution, or financial settlement operations.
Strong negotiation and persuasion skills, with the ability to build rapport and reduce conflict.
Ability to analyze borrower financial circumstances and recommend realistic options.
Excellent communication skills; professional, clear, empathetic.
High attention to detail with strong documentation and record-keeping abilities.
Basic math and reasoning skills to explain balances, fees, and payment structures.
Working knowledge of Microsoft Office; familiarity with Concord, Buzz, Escrow, SPI, JAG, and Accurint is a plus.
Bilingual (English/Spanish) is a strong advantage.
Join Us
Join us at the start of something big. If you're ready to help owners navigate difficult financial moments while supporting Vacatia's mission and operational excellence, we'd love to hear from you.
$34k-39k yearly est. 13d ago
Member Resolutions Specialist
Brightstar Credit Union 3.8
Loan specialist job in Cooper City, FL
About BrightStar
As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union focusing on educators, we expanded to serve 23 counties across Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to creating a diverse and inclusive work environment where everyone has a chance to succeed and a sense of belonging. Our work environment is fun, fast-paced, and service-oriented.
What we offer:
Medical, Dental, and Vision
401K Plan with Matching
Tuition Reimbursement Program
Supplemental Benefits
Engagement Area
Wellness Studio & Gym
Company Paid Life Insurance
Health Savings Account with Company Contributions
Essential Functions & Responsibilities
Contact members by telephone and/or mail to identify and resolve repayment deficiencies, and establish proper loan and credit card repayment.
Provide outstanding service to each internal and external member as defined by our Service Standards and Promises.
Process post-charge-off, in-house collection activities
Investigate misapplied payments and payroll deduction allocations.
Performs other related duties as assigned.
Maintain knowledge with B.S.A. Compliance training.
Below is a breakdown of overall responsibilities:
Contact members by telephone and/or mail to identify and resolve repayment deficiencies, and establish proper loan and credit card repayment.
45%
Process post-charge-off, in-house collection activities
25%
Investigate misapplied payments and payroll deduction allocations
15%
Meeting Room Calendar Oversight
10%
Other Duties as Assigned
5%
Performance Measurements:
Provide outstanding service to internal and external members as defined by our service standards and promises.
Provide customer service regarding collections issues, process customer refunds, process and review account adjustments, and resolve client discrepancies and short payments.
Monitors and maintains assigned accounts through customer calls, account adjustments, small balance write-offs, customer reconciliation, and processing credit memos.
Accountable for reducing delinquency for assigned accounts.
Follow up delinquent accounts, and update and maintain accurate financial records, including accounting, receivables, and credit records.
To maintain accurate and complete records of all collection and recovery activity.
To ensure that collection activity is both within credit union policy and all relevant regulations.
To identify and inform management of potential underwriting problems.
Minimum Expectations of Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and outside the organization for giving or obtaining information, building relationships, or soliciting cooperation.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be able to hear and speak clearly in person, and by phone, Must have personal computer skills, Must be able to sit for long periods of time.
Competencies:
Communication
Decision Making/Judgement
Customer Service
Job Knowledge
Initiative
Compliance:
Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department.
In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Departments
Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act.
Physical Requirements:
The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee may occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.
Work Environment:
The work environment characteristics described here represent those an employee encounters while performing this job's essential functions. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace
$36k-44k yearly est. Auto-Apply 60d+ ago
Loan Documentation Specialist
Loanbud
Loan specialist job in Fort Lauderdale, FL
Loan Documentation Specialist
Salary Range: $50,000 - $70,000, plus commission
LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit.
Position Overview
We're hiring a Loan Documentation Specialist (LDS) to drive clean, compliant, on-time closings for SBA and related small-business loans. You'll collaborate with Business Lending Officers, borrowers, brokers, title/escrow, and lender counterparts to assemble, review, and perfect all documentation required for funding-maintaining momentum, clarity, and adherence to SBA SOP and lender policy.
Key Responsibilities
Documentation & Closing Execution: Review loan files; build closing/funding checklists; track and clear approval conditions. Prepare lender submissions in accordance with guidelines and SBA SOP; ensure documents align with credit approvals.
Financial & Eligibility Review: Validate initial eligibility; calculate business and/or global DSCR and flag issues early with proposed mitigants.
Collateral & Insurance: Determine insurance requirements (hazard/flood/liability; life insurance assignments as needed) and obtain evidence of coverage.
Entity & Legal Documentation: Review articles, bylaws/operating agreements, partnership/LLC docs; confirm authorized signers, resolutions, BOI/KYC items.
Communication & Coordination: Provide concise status updates to borrowers, referral partners, and internal teams; schedule closings; escalate blockers with clear next steps.
Reporting & Quality: Maintain accurate pipeline reports; meet monthly goals for on-time closings and active loans in pipeline; minimize post-closing exceptions.
Other duties as assigned.
Requirements
Associate's degree or higher preferred (or equivalent experience).
2-4+ years in loan processing/closing, documentation, or credit support; SBA experience strongly preferred.
Working knowledge of SBA 7(a)/504 processes, closing mechanics, and SOP fundamentals (or strong aptitude to learn quickly).
Proficiency with MS Office (Word, Excel, Outlook); comfort with cloud doc management and e-signature workflows.
Detail-oriented, deadline-driven, organized communicator with strong problem-solving skills.
Compensation & Benefits
Compensation: Base salary $65,000 - $90,000, plus performance bonus.
Health: Comprehensive medical, dental, and vision insurance.
Time Off: Generous paid time off to support work-life balance.
Retirement: Competitive 401(k) plan with substantial company matching.
Equal Opportunity
LoanBud is dedicated to creating a diverse and inclusive work environment. We are an equal-opportunity employer and welcome applications from all qualified candidates.
$50k-70k yearly Auto-Apply 60d+ ago
Mortgage Loan Officer
Jg Wentworth Home Lending
Loan specialist job in Boca Raton, FL
COMPENSATION: $200K+ commission potential BENEFITS: Medical, Dental and Vision Plans, 401K, Life and Disability insurance, and Employee Wellness Program JG WENTWORTH HOME LENDING is a nationally licensed DIRECT lender that has built its success over the past 15+ years in originating Conventional, FHA, VA, FNMA/FHMLC, USDA loans.
“Costco Preferred Lender of the Year and Operational Excellence” awards
“Top 10 in Customer Satisfaction” Lending Tree award
“Ellie Mae Influential 500” award
We Offer:
Quality leads
provided from sources such as Lending Tree and the Costco program
Competitive compensation with
high earning potential
Assistance with licensing and coverage of all costs
Team support from our Loan Processors, Underwriters and Closers
Top Producers could earn the President's Club designation and attend an annual trip for recognition from the President of JGWHL.
Our loan officers are the front line contact.
They are identifying prospective customers, through leads provided, and analyzing their financial situation for recommendations on loan products.
Loan Officers are in contact with customers from application to closing as they work through the loan process.
Qualifications
We are looking for loan officers who are highly skilled in phone sales with a desire to achieve in a competitive sales environment.
Desired Skills & Experience:
Minimum 2 years' experience and NMLS Safe Act compliant with at least 1 active state license
College preferred, not required with proven mortgage experience
Comfortable managing a monthly pipeline of up to 40 loans
Proven track record of success in sales
Must have strong communication skills and is detail oriented
Ability to work independently with minimal supervision
Additional Information
For more than 20 years, The J.G. Wentworth Company , through its affiliates and subsidiaries, has provided individuals the flexible options they need to respond to life's changing needs. Today, The J.G. Wentworth Company is a diversified company focused on providing direct-to-consumer solutions to financial needs through a variety of offerings, including: home lending and refinancing, structured settlement, annuity and lottery payment purchasing, access to personal loans, and prepaid cards. Our seasoned management team has developed a category-leading marketing, operations, customer service and funding infrastructure that has allowed us to achieve efficiency and economies of scale necessary for future growth.
We'd love to consider you for our growing team of talent and invite you to complete an application for our current open positions. EOE/V/D/F
$36k-60k yearly est. 1d ago
Loan Processor
Crosscountry Mortgage 4.1
Loan specialist job in Boca Raton, FL
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
* Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
* Assemble the complete loan package in proper order for underwriting.
* Verify all required documentation (pre-underwrite) in the file.
* Complete the required loan checklist.
* Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
* Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
* Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
* Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
* Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
* Manage pipeline by completing and submitting reports within allotted turn-around times.
* Assist set-up of loans.
* Document all communication related to the loan application in the conversation log.
* Train and assist supervision of new Loan Processors and other processing personnel.
* Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
* Available to work varying hours and overtime if needed.
Qualifications and Skills:
* High School Diploma or equivalent.
* Minimum of 5 years' residential mortgage processing experience.
* Experience with Encompass.
* Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
* Knowledge of DU, LP, Microsoft Office, and Windows.
* Excellent math and analytical skills.
* Excellent communication skills.
* Excellent prioritization and time management skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
* Hourly Rate: $26.00 - $28.00
* Eligible for per file bonus
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$26-28 hourly 60d+ ago
Sr. Mortgage Loan Processor
Florida Mortgage Team 3.6
Loan specialist job in West Palm Beach, FL
Job DescriptionOur mortgage team is growing and we're seeking an experienced senior loan processor to join our group of lending professionals. The ideal candidate will have several years of experience as a loan processor, excellent time management and customer service skills, and exceptional attention to detail. If you're looking for an excellent opportunity with plenty of room for growth, apply today!Compensation:
$60,000
Responsibilities:
Obtain and verify that all loan documentation, such as title insurance, appraisals, loan applications, credit reports, and income and asset declarations are accurate and provided promptly to underwriters for loan approval
Ensure that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines
Serve as the main point of contact for title companies, real estate agents, mortgage loan officer/ mortgage loan originator, borrowers, and mortgage underwriters to facilitate a timely loan closing
Accurately input loan file documentation into necessary software programs
Order third party documentation and reports for residential home loans, create and maintain the mortgage loan file, and assist in clearing underwriting conditions as requested
Qualifications:
Familiarity with MS Office, Loan Origination Software (LOS), and Automated Underwriting System (AUS) are beneficial
High school diploma required; Bachelor's degree is preferred
Mortgage industry knowledge, specifically federal and state regulatory requirements are necessary
2-3 years experience with a mortgage company, mortgage banker, or mortgage lender as a mortgage loan processor is needed
Solid knowledge of various residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is vital -- Commercial loan and Refinance loan knowledge is helpful
About Company
Our employees say "... we work hard, we play hard, and we are treated fairly with the utmost respect." If you want to be a part of a fast-growing, highly efficient mortgage office; and you get pleasure out of being successful in helping dreams come true, then we would be privileged to have you as a part of our team.
$60k yearly 25d ago
Mortgage Loan Officer
Responsive Mortgage
Loan specialist job in Fort Lauderdale, FL
Job Description
Ready to Advance Your Career in Mortgage Lending?
At Responsive Mortgage, we're committed to helping families achieve the dream of homeownership, one loan at a time. As part of our mission to provide top-tier lending services, we're looking for experienced Mortgage Loan Officers to join our growing team.
As a Mortgage Loan Officer with Responsive Mortgage, you'll guide clients through one of their most important financial decisions. We equip our loan officers with the tools, technology, and support they need to excel in their careers.
What Sets Us Apart:
Weekly Collaboration Meetings: Connect with peers, exchange insights, and stay updated on market trends.
Complete Technology Suite: Start strong with a laptop and access to industry-leading mortgage tools.
Advanced Training Programs: Stay ahead of industry changes with ongoing, in-depth training.
Personalized Coaching: Regular one-on-one mentoring sessions to help you grow.
Team Support: Be part of a collaborative and welcoming culture.
What We're Looking For:
At least 3 years of experience in mortgage lending or related financial services
An active NMLS license
Proven ability to build and maintain strong client relationships
Expertise in loan products and underwriting guidelines
A passion for helping clients achieve their homeownership goals
Excellent time management and organizational skills
Why Choose Responsive Mortgage?
We know you have options. Here's why top professionals join our team:
Strong Market Presence: Leverage our established brand and reputation.
Marketing Support: Access to tailored marketing tools and lead generation resources.
Flexibility: Enjoy scheduling options that respect your personal time.
Clear Growth Opportunities: A defined path to career advancement and increased earnings.
Our commitment to your success begins on day one. With a structured onboarding process, you'll quickly integrate into our team while maintaining the independence to grow your business your way.
Requirements:
Proven track record of successful lending experience
Current NMLS license
Demonstrated success in loan origination
Strong client communication and relationship-building skills
Solid understanding of mortgage products and guidelines
Ready to Move Forward?
Join a team where your experience is appreciated, your success is celebrated, and your growth is supported. At Responsive Mortgage, we're not just offering a job - we're offering a partnership for success.
Job Type:
Full-time
Pay:
$48,226.91 - $196,492.21 per year
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Self-determined schedule
Weekend availability
Supplemental pay types:
Bonus pay
Commission pay
$37k-61k yearly est. 20d ago
Loans Officer
Laxir
Loan specialist job in Hollywood, FL
We are looking for a mortgage originator to join our team! We are looking for hard working and self-motivated individuals to join our team! Top pay for seasoned Loan Officers. What will you be doing: Building and maintaining long-term relationships and partnerships with your real estate agents
Calling and networking with real estate agents weekly
Taking full loan applications and developing a strategy to help a borrower get pre-approved for a mortgage
Following up with leads to be top of mind when they are ready to buy
Following up on loan documents and working with processors to guide the loan to the finish line
Acting as your clients' go-to resource for financial guidance and solutions
Building and managing a strong pipeline of loans to meet and exceed sales goals
Qualifications
What we need from you
One or more years of experience in mortgage originations
Licensed
Proven success as a loan officer, originator, banker or wholesale account executive
Well-developed understanding of mortgage sales, processing, underwriting and closing procedures
Strong business-to-business relationship-building skills
Confident communication skills via phone and webcam
Passion and work ethic to keep getting better every day
Hard worker willing to take accountability for actions
Positive attitude and a passion for the mortgage industry
Knowledge of Conventional, FHA, VA, USDA, Jumbo and Non-Agency loan products
Previous experience working in a broker environment
Open to learning, willing to be coached and flexible in an ever-changing industry.
Additional Information
Please send resume and
State you are licensed in
Years of Experience
Annual Transactions
YTD Vol
$37k-61k yearly est. 1d ago
Community Mortgage Loan Officer
TD Bank 4.5
Loan specialist job in West Palm Beach, FL
Hours: 40 Pay Details: $28.85 - $33.65 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Community Mortgage Loan Officer identifies, develops and maintains a quality network of community-based organizations, Realtors, and local state/government agencies that serves as a recurring source of referrals of new mortgage lending opportunities with an emphasis on the Community Reinvestment Act (CRA), Low-and Moderate-Income (LMI), Multicultural and First Time Homebuyer customer segments. The individual would have an extensive understanding of the local Affordable Housing Market, Housing Assistance Programs, and experience providing thoughtful mortgage lending solutions and guidance to low-and moderate-income, Multicultural and First Time Homebuyers.
Depth & Scope:
* Takes residential mortgage loan applications and communicates underwriting decisions, including offers and/or counter offers of residential mortgage products
* Increases mortgage loan volume, focusing on CRA, low-and moderate-income, and multicultural borrowers through effective selling of the Bank's products and programs; Researches organizations and agencies within assigned geographic area which are focused on providing services to low and moderate income persons and communities
* Establishes through direct outreach efforts, relationships with nonprofit organizations, realtors, state and local housing offices, and community-based affordable housing organizations to generate and increase CRA mortgage opportunities
* Represents the bank in community-based meetings and initiatives such as housing seminars, financial literacy programs, affordable housing conferences, etc., which have the primary focus of providing services to low-and moderate-income persons
* Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs; Communicates terms and conditions of loans and finalizes sales
* Sells other Company products and services as appropriate
* Guides customers through the mortgage application process; Explains information required and delivers required disclosures and other information to customers; Ensures applications are completed accurately and contain required information and supporting documentation; Manages expectations regarding processing times and closing dates together with customers
* Communicates regularly with customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned; Coordinates any additional information requests, clarifications and other problem solving as needed so that process remains on schedule; Attends closings as needed
* Informs management of progress relative to goals on a regular basis and asks for assistance as needed to finalize sales, for training and for other issues as needed
* Sells and originates residential mortgage loans according to established policies, procedures and applicable legal and regulatory guidelines
* Communicates loan decisions directly to customers, explains any additional information needed and submits application materials and other required information to processing area to clear any conditions to finalize the loan commitment and prepare for closing
* Maintains current information on the trends and developments in the local real estate market, as well as policies, procedures, rules and regulations related to retail mortgage products
* Maintains growing network of outside referral sources in assigned territory, such as real estate brokers, builders, attorneys, accountants, financial planners and other business professionals; Continues researching market, identifying individuals and organizations likely to produce referrals and developing relationships to increase the referral flow; Ensures referral sources have current information on mortgage products and services
* Enters information into mortgage loan system so that loans will appear accurately in the pipeline; Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes; Sends application and other required information to underwriting area
Education & Experience:
* Bachelor's degree or progressive work experience in addition to experience below
* 3+ years related experience required
* Growing network of outside contacts to generate quality referral business
* Self-directed, ability to plan own activities to achieve sales goals
* Excellent time management skills
* PC skills, including knowledge of mortgage origination and automated underwriting systems
* Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
* Established network of community-based organizations, municipalities and agencies whose primary focus is affordable housing and first time home buyer education
* Demonstrated sales ability
* In-depth knowledge of mortgage industry, products, lending practices and regulatory guidelines
* Growing network of outside contacts to generate referral flow
* Minimum target annual loan originations of 48 LMI/multicultural units
OCC Language:
* This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
* Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
* Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
* Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$28.9-33.7 hourly Auto-Apply 25d ago
Order Resolution Specialist
Cabinetparts.com
Loan specialist job in Pompano Beach, FL
Job DescriptionSalary: see offer for details
Order Resolution Specialist
CabinetParts.com | Pompano Beach, FL | $2024/hr | Full-time, On-site
About the Role
You'll own the resolution of order exceptions from start to finishsupplier delays, shipping issues, damaged items, and inventory discrepancies. This position requires independent problem-solving, clear communication, and persistence in chasing down answers across multiple systems and vendors.
This is not a call center position. You're solving operational problems, not reading scripts.
Responsibilities
Investigate and resolve order exceptions including shipment delays, missing items, damaged goods, and tracking discrepancies
Coordinate with suppliers, warehouses, and carriers to expedite resolutions
Maintain accurate documentation of issues and resolutions
Identify recurring problems and escalate patterns to management
Communicate directly with customers when necessary to provide updates and solutions
Requirements
2+ years in e-commerce operations, order management, or fulfillment
Ability to manage multiple open issues simultaneously without dropping threads
Strong written communicationclear, concise, factual
Comfortable working independently with minimal supervision
Detail-oriented with strong organizational habits
We're Looking For
Someone who genuinely enjoys solving problems
Self-starters who track their own follow-ups
People looking for stability, not a short-term stop
Compensation & Benefits
$20$24/hour based on experience
Medical, dental, and vision insurance
IRA with company match
Paid time off and holidays
Employee discount
MondayFriday schedule, no evenings or weekends
About CabinetParts.com
We're a specialty e-commerce company serving professional contractors and DIY customers in the cabinet hardware industry. Small team, low drama, direct impact on operations.
American Home Saver-Texas Mortage Assistance Program
Loan specialist job in Fort Lauderdale, FL
American Home Saver-TX. Mortgage Assistance "We Help Make the American Dream an Affordable Reality" American Home Saver is a Home Mortgage Modification Company that has been in the business of helping homeowners with making the American Dream of Home Ownership an Affordable Reality since 2005. Our experience in processing loan modifications has placed us in the top 1% of modification company's in the nation with a 95% success ratio. Our processing staff are experts in knowing the guidelines for FNMA, FLMC, FHA, VA and CONV modifications to include HAMP and HAUP.
Visit us @ *************************
Job Description
American Home Saver offers the opportunity for you to start a business part-time, while maintaining the security of your full-time job.
Regardless of whether you love what you're doing now, and simply need to earn additional income - or if you want to launch an entire new career - American Home Saver offers you the flexibility to decide what's best for you.
American Home Saver lets you start part-time to earn a second income, or transition to a new full-time career while you keep your current full-time job.
American Home Saver is a company of people helping people.
As a
Mortgage Modification Specialist
(1099 Independent Contractor) you will be meeting face to face with homeowners that are delinquent on their mortgage and facing foreclosure (received NOD) or imminent default (no lates, but struggling to make their payments) . Your responsibility will be to fully explain how the American Home Saver-Mortgage Assistance Program can help them save their home and get back on their feet. You will collect all documentation required to complete the Home Affordable Modification Program (HAMP) paystubs, mortgage statement, bank statement W-2. We will provided you with a minimum of 5 pre-qualified leads per week, however you are allowed to share our services with anyone that may be in need. There are no territory restrictions.
Qualifications
We are seeking individuals in the Broward County area with a background in Home Loan Preservation to work as a independent contractor with our company. The ideal candidate should have a minimum of 1 year's experience working in Home Preservation or Loss Mitigation with Customer interaction. Must have a high school diploma / GED. Pass a criminal background check, have dependable transportation with proof of current liability insurance, access to a computer and a active smart/android cellular phone.
Support: We will provide you with our leading edge web-based technology operating system to give you the tools for success.
Additional Information
SALARY:
Commensurate with experience with excellent opportunity for advancement.
$23k-40k yearly est. 1d ago
Member Resolutions Specialist
Brightstar Credit Union 3.8
Loan specialist job in Cooper City, FL
About BrightStar
As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union focusing on educators, we expanded to serve 23 counties across Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to creating a diverse and inclusive work environment where everyone has a chance to succeed and a sense of belonging. Our work environment is fun, fast-paced, and service-oriented.
What we offer:
Medical, Dental, and Vision
401K Plan with Matching
Tuition Reimbursement Program
Supplemental Benefits
Engagement Area
Wellness Studio & Gym
Company Paid Life Insurance
Health Savings Account with Company Contributions
Essential Functions & Responsibilities
Contact members by telephone and/or mail to identify and resolve repayment deficiencies, and establish proper loan and credit card repayment.
Provide outstanding service to each internal and external member as defined by our Service Standards and Promises.
Process post-charge-off, in-house collection activities
Investigate misapplied payments and payroll deduction allocations.
Performs other related duties as assigned.
Maintain knowledge with B.S.A. Compliance training.
Below is a breakdown of overall responsibilities:
Contact members by telephone and/or mail to identify and resolve repayment deficiencies, and establish proper loan and credit card repayment.
45%
Process post-charge-off, in-house collection activities
25%
Investigate misapplied payments and payroll deduction allocations
15%
Meeting Room Calendar Oversight
10%
Other Duties as Assigned
5%
Performance Measurements:
Provide outstanding service to internal and external members as defined by our service standards and promises.
Provide customer service regarding collections issues, process customer refunds, process and review account adjustments, and resolve client discrepancies and short payments.
Monitors and maintains assigned accounts through customer calls, account adjustments, small balance write-offs, customer reconciliation, and processing credit memos.
Accountable for reducing delinquency for assigned accounts.
Follow up delinquent accounts, and update and maintain accurate financial records, including accounting, receivables, and credit records.
To maintain accurate and complete records of all collection and recovery activity.
To ensure that collection activity is both within credit union policy and all relevant regulations.
To identify and inform management of potential underwriting problems.
Minimum Expectations of Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and outside the organization for giving or obtaining information, building relationships, or soliciting cooperation.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be able to hear and speak clearly in person, and by phone, Must have personal computer skills, Must be able to sit for long periods of time.
Competencies:
Communication
Decision Making/Judgement
Customer Service
Job Knowledge
Initiative
Compliance:
Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department.
In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Departments
Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act.
Physical Requirements:
The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee may occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.
Work Environment:
The work environment characteristics described here represent those an employee encounters while performing this job's essential functions. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace
$36k-44k yearly est. Auto-Apply 60d+ ago
Loan Processor
Crosscountry Mortgage 4.1
Loan specialist job in Boca Raton, FL
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
Assemble the complete loan package in proper order for underwriting.
Verify all required documentation (pre-underwrite) in the file.
Complete the required loan checklist.
Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
Manage pipeline by completing and submitting reports within allotted turn-around times.
Assist set-up of loans.
Document all communication related to the loan application in the conversation log.
Train and assist supervision of new Loan Processors and other processing personnel.
Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
Available to work varying hours and overtime if needed.
Qualifications and Skills:
High School Diploma or equivalent.
Minimum of 5 years' residential mortgage processing experience.
Experience with Encompass.
Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
Knowledge of DU, LP, Microsoft Office, and Windows.
Excellent math and analytical skills.
Excellent communication skills.
Excellent prioritization and time management skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: $26.00 - $28.00
Eligible for per file bonus
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
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CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
How much does a loan specialist earn in West Palm Beach, FL?
The average loan specialist in West Palm Beach, FL earns between $14,000 and $98,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.
Average loan specialist salary in West Palm Beach, FL
$37,000
What are the biggest employers of Loan Specialists in West Palm Beach, FL?
The biggest employers of Loan Specialists in West Palm Beach, FL are: