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  • Loan Review Analyst

    Inceed 4.1company rating

    Loan specialist job in Tulsa, OK

    Loan Review Analyst Compensation: $75,000 - $90,000 annually, depending on experience Inceed has partnered with a great company to help find a skilled Loan Review Analyst to join their team! Join an exciting opportunity to lead and build a new department in a dynamic banking environment. As a Loan Review Analyst, you will be instrumental in shaping the future of loan review processes, with the potential to grow into a managerial role. This position offers the chance to make impactful contributions and eventually hire and manage a team. Key Responsibilities & Duties: Conduct internal loan reviews and audits Evaluate asset quality and compliance Analyze underwriting accuracy and loan risk ratings Identify risks and risk trends Review commercial loan files and collateral evaluations Improve audit processes and procedures Ensure adherence to banking regulations Collaborate on process improvement initiatives Required Qualifications & Experience: Bachelor's degree in finance, accounting, or related field Experience in credit or financial analysis with underwriting ability Loan review experience required Strong analytical and problem-solving skills Knowledge of commercial lending policies and procedures Nice to Have Skills & Experience: Experience as a bank examiner or audit professional Understanding of UCC, appraisals, and loan documents Advanced skills in financial ratios and accounting principles Perks & Benefits: This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process. If you are interested in learning more about the Loan Review Analyst opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #INDTUL
    $75k-90k yearly 2d ago
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  • Mortgage Loan Officer-- BARDC5714424

    Compunnel Inc. 4.4company rating

    Loan specialist job in Dallas, TX

    Primary Responsibilities: • Provide timely support for inquiries and escalations, ensuring resolution within defined SLAs. • Collaborate with internal teams and senior management to coordinate responses and follow-ups. • Monitor internal reporting tools to identify and manage new inquiries and escalations. • Conduct detailed reviews of mortgage loans, particularly those in early to late-stage delinquency. • Partner with external vendor to track and respond to escalations efficiently. • Develop and maintain reporting dashboards to monitor inquiry volumes, response times, aging, and trends. • Assess reported issues for potential client impact and facilitate appropriate internal and external communications. • Offer backup support to other members of the Servicing Oversight team as needed. • Contribute to ad hoc projects and assist management with servicing oversight initiatives. • Perform additional duties as assigned by management. Preferred Experience: • Mortgage servicing exp is MUST. • 3 to 5 years of experience within client services and mortgage servicing, including loan onboarding, loan administration, and default management • Preferred 1+ years of management/supervisory experience • Mortgage servicing experience, including working knowledge of escrow, insurance and tax tracking, payment processing, etc. • Working knowledge of applicable regulatory guidelines related to mortgage servicing • Adhere to turn time commitments while working in a high-volume environment • College degree preferred
    $67k-97k yearly est. 2d ago
  • Senior Resolution Specialist

    Arthur J. Gallagher & Company 3.9company rating

    Loan specialist job in Houston, TX

    Analyzes coverage and settles the most complex and challenging claims within Gallagher Bassetts specialty claims areas (excluding workers' compensation). Handles the full life cycle of all assigned claims files, from intake to resolution. Determines Specialist, Senior, Claims, Healthcare, Adjuster, Practice
    $33k-53k yearly est. 5d ago
  • DCS Specialist

    Ben Aris

    Loan specialist job in Houston, TX

    About the job DCS Specialist DCS Specialist Provide Control Systems support for the continuous manufacture of quality high density polyethylene (HDPE) and specialty fluids at a high rate of production and minimum cost, consistent with high standards of quality, safety, housekeeping, and good employee relations. Operational Responsibilities Implements, and maintains process control systems and advanced control technology. Identifies, diagnoses, and corrects integrity and data flow issues Gathers, selects, analyzes, and interprets data to understand the impact of changes on the distributive control systems (DCS) and Safety Instrumented Systems (SIS), specifically the potentials for domino effect problems, loss of view, loss of control, incorrect logic, and the interconnected nature of the system With engineering input, design and implement various small projects. Including, but not limited to, graphics, logic blocks, scripting, process trends, and alarms Monitor and optimize the operator Human-Machine Interface as assigned and through individual initiative and coordination with Operations Analyze alarm data from the DCS and report trends on how operators are responding to those alarms Maintenance Responsibilities Maintain distributive control systems for the entire plant Perform hardware and software updates for the DSC while on-line Install, set-up, upgrade, and edit program logic control (PLC) statements without bringing system down Set-up new equipment and change how equipment is viewed on the DCS Investigate, repair, and provide preventative maintenance on plant DCS, SIS, and PLC hardware and software Manage Remote Instrument and Electronic (RIE) buildings where plant electrical and instrument network is housed. Research network issues by identifying what equipment is not getting power Guide instrument technicians and electricians in the field to identify equipment malfunctions Maintain computer and network equipment on the plant process control networks Implement and administer antivirus and backup software solutions Partner with engineers to program alarms and operational limits Utilize software to observe and monitor system status and changes by changing PLC statements Manage DCS spare locations for Capital Expenditure (CAPEX) and Expense projects Partner with capital support for new DCS installations Create and perform weekly and monthly checklist of system status, software updates, and equipment condition Interpret and follow company guidelines for industrial control system security Maintain DCS knowledge and coordinate training to maintain proficiency and continual learning, including self-study and webinars Qualifications/Experience Required High School Diploma or equivalent (GED) required; advanced training in field preferred (Instrumentation or IT) Experience with Emerson DeltaV or Honeywell TDC300 and Experion systems. Ability to manage multiple issues/projects simultaneously Computer proficient: Windows 10, Server 2016, MS Office, SAP
    $45k-90k yearly est. 7d ago
  • Express Airfreight Specialist

    Avia Solutions Group 4.4company rating

    Loan specialist job in Pasadena, TX

    Are you ready to charter your own career? The runway to success in global logistics begins here... Are you looking for an opportunity to work for a global brand where you can use your skills, be part of a diverse team and grow with a dynamic company? We are looking for a Express Airfreight Specialist to join the NFO team in Los Angeles OR Pasadena, California. The successful candidate will be passionate about the logistics industry, target and goal driven and have experience in freight forwarding and/or time-critical cargo. Purpose of the Role To evaluate customer needs and logistics/courier requirements and format an effective plan to meet such needs and requirements. To handle, monitor and follow-up on incoming customer requests for OBC/NFO shipments in a 24/7 shift cover. To maximize business opportunities by offering customers tailored-made solutions to meet with clients' requests within operational restrictions. To build strong productive relationships with clients to ensure business objectives are achieved. Responsibilities of the Role To exercise both discretion and independent judgment in performing the duties of the job. To work with management to develop appropriate policies to achieve the goals of the Company. To work directly with management to implement Company policies to ensure that customer needs are being met, such as budgeting and on time delivery. To evaluate customer business needs and logistics/courier requirements and format an effective plan to meet such needs and requirements. To handle, monitor and follow-up on incoming requests for OBC/NFO shipments in a 24/7 shift cover. To maximize business opportunities by offering customers tailored-made solutions to meet with clients' requests within operational restrictions. To build strong productive relationships with clients to ensure business objectives are achieved. Preparing of time-critical routing options for incoming requests ensuring a timely offer with detailed and accurate information is provided to clients. Allocating of couriers to pending orders for worldwide requests and booking of their travel arrangements. Liaise, direct and give clear detailed instructions and information to couriers on their assignments and modify assignments as broker deems necessary to meet global customer needs. Monitor and tracking of on-going shipments with the purpose to ensure a high quality service is delivered to the customers and the company's expectations are met at any time. Sourcing, selecting and negotiating with external suppliers and service providers with the responsibility of determining and delivering appropriate training if necessary to meet the company requirements. Debtor and Creditor Invoicing and order settlement. Keep up to date with activities of OBC/NFO coordinator(s) using the appropriate network of communication. Qualifications * Freight Forwarding and/or Time Critical Cargo experience is highly preferred. * Ability to travel when required in line with business needs. What We Offer Competitive salary Comprehensive benefits package Opportunity to join a global company and be part of a diverse international team Professional development and career opportunities Unlimited access to thousands of courses on LinkedIn Learning platform With more than 50 years of experience, the Chapman Freeborn group provides a diverse range of aviation-related services on a global basis. Our expertise in all areas of the air charter industry makes us the number one choice for many of the world's leading logistics providers, multinational corporations, travel partners, and well-known names from the entertainment business. Chapman Freeborn is a family member of Avia Solutions Group, a leading global aerospace services group with almost 100 offices and production stations providing aviation services and solutions worldwide. Avia Solutions Group unites a team of more than 11,500 professionals, providing state-of-the-art solutions to the aviation industry and beyond. Chapman Freeborn provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Download offer as PDF
    $74k-108k yearly est. 5d ago
  • Dietary Specialist

    Auctis

    Loan specialist job in El Paso, TX

    About the job Dietary Specialist Job Title: Registered Dietitian Remote Work: Not Allowed Company: Aramark (Aramark Division) Salary: Target: $55,000.00 Job Description: We are seeking a dedicated Registered Dietitian to contribute to our nutritionally sound and cost-efficient food services program. In this role, you will ensure the program meets the needs of students while adhering to all local guidelines related to nutrition regulations. Utilizing technical training and government-mandated nutritional standards, you will develop healthy menu implementation plans. You may work closely with the Food & Beverage Development and management teams. Responsibilities: Plan menus in accordance with Aramark guidelines. Regularly visit school cafes to ensure program compliance. Support the maintenance of recipe development, menu production, and foodservice management standards. Conduct nutrient analysis for all food items served. Educate clients and consumers on healthy food choices through school training and community outreach. Assist with new employee training. Collaborate with management and supervisors to ensure the delivery of quality food services. Qualifications: Previous relevant working experience preferred. Bachelors degree from an accredited institution with coursework accredited or approved by nutrition and dietetics agencies. Required RDN or RDN eligible. Formal eligibility to practice dietetics in the geographic location where applicable. Ability to maintain a friendly, efficient, positive customer service attitude toward customers, clients, and co-workers. Maintain a contagious and positive work ethic to inspire others. Candidate Must Have: RDN/RD Certification Food service experience Menu production experience Recipe development experience
    $55k yearly 1d ago
  • Healthy Lifestyle Specialist

    Boys & Girls Club of Austin 3.8company rating

    Loan specialist job in Austin, TX

    (Essential Job Responsibilities): Creates, implements, promotes, and manages Healthy Lifestyles and Sports programs and activities that promote healthy living and physical activity. Coordinates fee-based programs. Trains and ensures all staff are com Health, Specialist, Sports, Staff, Monitoring, Healthcare
    $31k-42k yearly est. 1d ago
  • Lockbox Specialist

    Appleone 4.3company rating

    Loan specialist job in Lewisville, TX

    Job Description: Role reports to a lockbox (vault). This is a long-term role within the Receivable Operations. Production line type of environment inside a secured vault. Detailed information cannot be provided until candidate is cleared by the client: • Preparing work for digitation by extracting payments and documents from mailing envelopes • Inputting and validating data into the system • Operating high-volume document scanning machines while validating the quality of scanned images • Validating/reconciling electronic reports to paper documentation • Making judgement calls regarding routine duties while referring non-routine situations to a manager • Willingness to learn new processing functions and equipment operations is needed • Maintaining site productivity, quality, accuracy and confidentiality standards while meeting well defined goals • Ensuring that all customer and bank guidelines are followed as it relates to operations, internal audit, security and general practices Requirements: • At least 7 years of USA residence history • Proof of US Citizenship - us birth certificate, passport, permanent resident card, certificate of US citizenship or Naturalization • State Issued form of ID (ID/Driver's license) MUST BE VALID and not expired • Data Entry skills • Ability to pass in-depth background check and credit worthiness • Willing to work in a high security production environment while adhering to strict regulations including no cell phones/smart watches on production floor • Ability to sit, stand, walk and lift up to 50 lbs • No time off in first 90 days Shifts Available/Pay Rates: 2nd Shift: M-F 3:30 pm-12 am ($22/hr) Weekend: Fri - Mon 7am-5:30pm ($22/hr) Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
    $22 hourly 2d ago
  • Estimating Specialist

    The Gund Company 4.0company rating

    Loan specialist job in Euless, TX

    Ready to take your career to the next level? At The Gund Company, we're more than just an electrical insulation manufacturer-we're a team of passionate problem-solvers who love what we do! If you're looking for a workplace where innovation meets collaboration, and where your ideas truly matter, this is the place for you. Our Motto: Take Care of Each Other. Take Care of the Customer. Take Care of the Business. Position Details Shift: 1st Shift Schedule: Monday to Friday, 8:00 AM - 4:30 PM Location: Euless, Texas Salary: Starting at $64,000 per year Why You'll Love Working Here Be part of a fun, driven team that values growth and creativity. Enjoy employee ownership through our ESOP program-your success is our success! Competitive pay, great benefits, and a culture that celebrates continuous improvement. Requirements What You'll Do As a Manufacturing Estimating Specialist, you'll be the go-to expert for creating accurate, competitive cost estimates that help us win business and delight customers. You'll work closely with engineering, production, and sales teams to: Analyze customer requirements, specs, and drawings. Develop and improve costing models and calculators for efficiency. Prepare detailed quotes using our advanced tools like Visual Estimating Window and PCM automated quoting module. Participate in Kaizen events and process improvement initiatives to keep us ahead of the game. Lead Gross Profit Review processes and collaborate on pricing strategies. Document best practices and mentor others in estimating excellence. What We're Looking For 3-5 years' experience in custom manufacturing quoting processes. Strong Excel skills (formulas, lookup tables, ODBC links). Ability to create clear documentation of manufacturing processes. Familiarity with ERP systems, MS Office, and ISO quality environments. Bonus points for experience in low-volume, high-variety manufacturing, machining, or craftsmanship. Associate degree or relevant certifications preferred. Perks & Benefits Employee Stock Ownership Plan (ESOP) - You own part of the company! Health, Dental, Vision, Life & Disability Insurance 401(k) with 50% employer match Competitive wages & safe work environment Career development through Individual Development Plans (IDP) Ready to join a world-class team ranked high in employee engagement? Apply today and let's build something amazing together! EEO Statement: It is the policy of The Gund Company to recruit, hire, train, and promote employees without discriminating based on race, gender, age, religion, national origin, veteran status, sexual preference, or disability. Key Skills & Keywords Cost Estimation • Manufacturing Processes • ERP Systems • Excel Expert • Process Improvement • Kaizen • Lean Manufacturing • Quoting • Pricing Strategy • Continuous Improvement • ISO Standards • Engineering Collaboration
    $64k yearly 23h ago
  • Loan Specialist Sales - Austin

    Autopay 4.0company rating

    Loan specialist job in Austin, TX

    THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at *********************** Loan Specialist - Sales (range $36k - $70k) ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available. WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience. You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly. WHAT'S IN IT FOR YOU: Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential Training Paid time off and paid holidays 401K with company match Health, dental, vision, life and disability insurance options HOW YOU WILL DO IT: Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally. Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers. Develop sales skills to effectively present benefits of loan options and sell additional products Manage expectations and overcome objections with a consultative sales approach. Work within our lending partners' guidelines. Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded. Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc. Collaboration: Work closely with other team members and departments to ensure a seamless customer experience. Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities. Effectively manage and maintain an organized pipeline. Additional duties as required. WHAT WE ARE LOOKING FOR: We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to: Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature. Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill. Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess. Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively. We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success. WHAT YOU NEED: Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred. Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills. Math Skills: Basic computation skills High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day. Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills. Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations. Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources Powered by JazzHR Ob0TE2ZC23
    $70k-80k yearly 16d ago
  • Personal Loan Consultant

    Onemain Financial 3.9company rating

    Loan specialist job in Burleson, TX

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $31k-43k yearly est. Auto-Apply 1d ago
  • Consumer Loan Officer I

    Bancfirst Corporation 4.3company rating

    Loan specialist job in Lawton, OK

    Consumer Loan Officer I Lawton, OK 3801 NW Cache Rd, Lawton, OK 73505 Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Obtain and develop quality loan portfolio with annual performance goals while managing existing portfolio Promote BancFirst services through cross selling banking products to new and existing clientele Participation in various community and public events Consistent execution of policies and procedures Extraordinary customer service at all times Outside business development calls required Assist with other job related duties and special projects as requested Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIREMENTS Minimum 3 years experience as an underwriting Consumer Loan Officer preferred Current working knowledge of Regulatory Compliance requirements including but not limited to RESPA, HMDA, and Fair Lending Knowledge of loan processing/collection software required Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications Obtain and develop Consumer/Real Estate loan portfolio Outstanding listening and communication skills, both written and verbal Work well under stress and deadlines while managing multiple tasks Excellent organizational skills Demonstrate an independent working attitude within a team framework Regular and consistent attendance and punctuality is an essential function of the job PREFERRED SKILLS AND QUALIFICATIONS Degree preferred but not required PHYSICAL REQUIREMENTS Constant use of computer screens and reading of reports Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile Regularly required to sit, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching to file materials Ability to lift and/or move and carry 5 pounds Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity…Our differences enhance business performance.
    $78k-105k yearly est. Auto-Apply 60d+ ago
  • Bilingual (Spanish) Consumer Loan Specialist

    Curo Group Holdings Corp 4.7company rating

    Loan specialist job in New Braunfels, TX

    If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! * Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. * Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. * Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. * Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. * Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. * Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. * Sales Mindset: Confidence in promoting products and services that meet customer needs. * Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. * Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. * Adaptability: Willingness to learn new systems and processes in a dynamic environment. * Team Player: A collaborative spirit with a desire to contribute to team success. * Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. * Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 1050 N IH-35, Suite 600 New Braunfels, TX 78130 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.25 - $21.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.3-21.8 hourly Auto-Apply 10d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan specialist job in Oklahoma City, OK

    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 ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in McKinney, TX

    Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we continue to grow and become a national brand in consumer financing, we hope you'll consider us for future career opportunities. If you are looking to make a meaningful impact in people's lives by bringing a personal touch to finances, join our team today! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #RGNL Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 60d+ ago
  • Construction Loan Draw Specialist

    Primelending 4.4company rating

    Loan specialist job in Dallas, TX

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under general supervision, the Construction Draw Specialist assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers. Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients. The Construction Draw Specialist will engage with external vendors including third-party inspectors, surveyors, and title companies to gather project data and will input data into the draw monitoring system. High School diploma, general education degree (GED), or equivalent required. Minimum 2 years of lending/loan administration experience. Strong preference for previous experience with construction draw servicing or related construction industry experience. Knowledge of construction disbursement servicing system a plus. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and produce error-free work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Monitors construction draw pipeline for residential homebuilders and/or commercial construction loans. Performs general maintenance on loan accounts and ensures supporting documentation is uploaded into the monitoring system. Inputs budgets and schedules in draw monitoring system according to loan approval and supporting construction documents. Orders and reviews inspection reports, including final inspections, and surveys; ensures that project inspections are in line with draw request. Updates project completion progress in draw monitoring system in accordance to inspections. Reviews draw requests and borrowing base requirements to ensure appropriate approvals are secured and internal requirements are met. Verifies availability of funds prior to release. Reviews loan for outstanding past due payments. Ensures draw funds are held until past dues are resolved. Prepares loan advances and wires for completing construction draws. Communicates with lenders, lending assistants, borrowers, vendors, and other lending stakeholders on draw requests, including status updates, discrepancies, or any issues encountered when reviewing requests. Engages appropriate party to resolve discrepancies. Monitors exceptions on draw requests and coordinates with lending staff and borrower to clear exceptions. Monitors key loan account data such as down date endorsement requirements and construction loan binder extensions; documents data changes within the draw monitoring system. Tracks borrower equity injection reports to ensure project is in line with loan approval guidelines/requirements. Generates reports related to draw pipeline and provides to loan operations management. Additional duties and responsibilities as needed.
    $23k-40k yearly est. Auto-Apply 16d ago
  • Banking Loan Review Specialist II

    Gateway First Bank 4.4company rating

    Loan specialist job in Jenks, OK

    Jenks, OK: We are seeking a detail‑oriented banking Loan Review Specialist to review, analyze, and validate loan documentation across a wide range of loan types. This role focuses on complex attorney‑prepared documents, loan participations, and Commercial Real Estate (CRE) loans while also performing daily loan system maintenance to ensure accuracy and compliance. Along with an excellent working environment GFB offers world-class benefits such as: - 0 copay on brand name and generic meds - Company contribution to HSA - $600 wellness credit on premium per year - LegalShield & IDShield - Tuition Reimbursement - Nationwide Pet Insurance Consumer & Commercial Loan Review Specialist II JOB SUMMARY: The Loan Review Specialist II is responsible for reviewing closed loan documents for new, renewed and amended commercial and consumer real estate transactions. Ensures required documentation has been obtained and properly executed. Also ensures that the loan was prepared in accordance with the terms and conditions approved by underwriting, the senior lender or loan committee. Consumer & Commercial Loan Review Specialist II ESSENTIAL FUNCTIONS (RESPONSIBILITIES): * Works with lending staff to address any discrepancies or deficiencies in the closing documents and addresses concerns/questions to develop solutions. * Reviews and validates all documentation related to the loan for accuracy, completeness and compliance with lending laws and regulations and proper perfection of collateral as well as performs maintenance on commercial and consumer real estate loans. * Reviews and processes early disclosures, renewal/modification documents and payment extension documents, in addition to new loan documents. * Boards loans to the core processing system, ensuring accurate field completion for terms of loans and assigning loan codes in accordance with loan classification and portfolio monitoring and reporting requirements. * Performs a variety of imaging duties, such as verifying the quality of scanned documents; correcting, indexing, cross referencing and deleting documents; resolving rejected and suspended batches. * Creates appropriate exceptions for omitted documents and those with errors. Creates recurring exception schedules for applicable documents. * Creates ticklers and/or recurring exceptions for loan covenants or special loan terms as well as records security documents (i.e. lien entries, UCCs, mortgages, etc.) * Processes participation transactions and settles with participating banks. Performs confirmation audits for participations. * Monitors escrow function, including analyzing the annual statements on monthly basis, paying invoices bi-monthly and reconciling all escrow activity. * Acts as E-Oscar Queue Manager for credit discrepancies as well as balances other liabilities general ledger and disburses unused funds. * Works consumer loans as needed. * Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. * Performs related responsibilities as required or assigned
    $33k-45k yearly est. 20h ago
  • Loan Specialist Sales - Austin

    Autopay 4.0company rating

    Loan specialist job in Austin, TX

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

    Solomonedwards 4.5company rating

    Loan specialist job in Oklahoma City, OK

    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 ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Loan specialist job in Katy, TX

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! * Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. * High degree of integrity. * Sales mentality. * Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly 11d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Wichita Falls, TX?

The average loan specialist in Wichita Falls, TX earns between $17,000 and $76,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Wichita Falls, TX

$36,000
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