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Mortgage banker full time jobs

- 64 jobs
  • Mortgage Underwriter

    Equity Resources 4.0company rating

    Columbus, OH

    Requirements Bachelor's Degree in Business, Finance, or related field preferred (or equivalent combination of Education and experience); minimum HS diploma or equivalent. External candidates must have a minimum of 2 years' DE Underwriting experience with conventional and FHA loans; USDA/VA experience a plus. Demonstrated proficiency with computer systems and software programs including Microsoft Word, Excel, and Outlook required; experience with electronic mortgage processing systems required (Encompass preferred). Strong written and verbal communication skills Ability to read and comprehend complicated instructions, short correspondence, memos and to use good grammar. Ability to think independently and solve issues and problems without intervention. Ability to effectively communicate to co-workers and all outside vendors and lenders. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to handle high stress and manage the need for overtime based on work load per day. Physical Demands 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. While performing the duties of this job, the employee is frequently required to sit; talk; and hear as well as use hands to manipulate keyboard. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop; kneel; or crouch. Specific vision abilities required by this job include close vision, distance vision, and depth perception. Office Hours: 40 hour work week plus overtime as necessary. Generally, Monday through Friday 8:30 a.m. through 5:00 p.m. Position can be remote, hybrid, or in-office. Candidates local to Newark, OH would be asked to work a hybrid schedule. Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
    $53k-82k yearly est. 31d ago
  • Consumer Direct Mortgage Banker

    The Federal Savings Bank

    Cincinnati, OH

    Full-time Description The Federal Savings Bank is looking to expand our Consumer Direct team in Cincinnati, OH. We seek experienced, high-energy, detail-oriented call center/consumer direct mortgage bankers to work bank-provided leads within our 50-state platform. Remote mortgage bankers also welcome! We deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large customer base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers. Are you ready to help more borrowers and prospect less? If you answered “Yes”, please contact us today! For more information please contact: SARAH HELTON, VP of Business Development Phone: ************ Email: ********************************* What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, gives Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and more (ALL 100% IN HOUSE). On-site operations support available in most loan production offices. Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, ITIN, Condos/Co-ops, Construction, HECM's, Multi-Family, Commercial, Personal Loans and more! Strong Secondary Department with over 50 investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae Secure environment for Bankers working in an office or remotely Coaching programs led by Sales Division Leaders offered to Managers & LOs ready to grow their business and/or teams. Unique culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Weekly National Sales Meetings to share Bank and industry news Employee Benefits: Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance Competitive Flex Spending Accounts (FSAs) Employee Assistance programs (EAPs) for financial planning, emotional support, legal guidance, and work-life solutions Robust 401k matching Employee appreciation events Employee recognition on a national scale A true team culture working towards one common goal; helping homebuyers finance their dream homes! Requirements Minimum of 1 year of mortgage lending experience in a call center/consumer direct environment Active NMLS # Ability to manage time effectively due to the high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills, ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor's degree preferred VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 1 year of experience and actively working in the mortgage banking industry. Only qualified candidates will be considered. The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Salary Description Commission
    $16k-39k yearly est. Easy Apply 60d+ ago
  • External Mortgage Loan Originator

    American Neighborhood Mortgage Acceptance Company 4.0company rating

    Columbus, OH

    Job Details Columbus , OH Full Time High School $13500.00 - $65000.00 Commission/year Road Warrior SalesDescription AnnieMac Home Mortgage is looking to hire Full Time External Mortgage Loan Originators to establish referral source relationships for a steady flow of loan volume from real estate brokers and other external sources. Candidates should have experience directly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the job responsibilities of the External Mortgage Loan Originator position include, but are not limited to, the following: Primary duty is to sell mortgage loans to customers away from and outside of AnnieMac Home Mortgages places of business. Work done at AnnieMac Home Mortgages offices is related and supplemental to outside sales. Generate new business by building and maintaining relationships with realtors, real estate agents, title and escrow officers, financial advisers, CPAs, and other relevant professionals. Regularly participate in mortgage sales including, but not limited to, attending closings and open houses, and conducting seminars and other lead-generating activities. Take information from the borrower and fill out the loan application. Develop relationships with referral partners such as realtors to generate new customers. Analyze the prospective borrowers income and debt and pre-qualify the prospective borrower to determine the maximum mortgage that the prospective borrower can afford. Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product. Collect financial information (tax returns, bank statements) and other related documents that are part of the application process; Provide disclosures to the borrower, including truth in lending, good faith estimate, and others. Counsel and advise the borrower in understanding and clearing credit problems. Maintain regular contact with the borrower, realtors, and the lender, between application and closing to apprise them of the status of the application and to gather any additional information as needed. Order legal documents. Review HUDS prior to closing. Qualifications Must have appropriate state license or certificate (varies by state). Must have a thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies. Must have a working knowledge of credit underwriting and property eligibility requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors. Must be familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.) Must have excellent communication skills and the ability to analyze financial information. Must be a sales-oriented self-starter. Work Environment/Physical Demands: Travel is required 80% of the time. AnnieMac Home Mortgage offers a wide range of benefits, including medical, dental and vision plans, along with voluntary benefits, including 401K. ***AnnieMac Home Mortgage participates in E-Verify.*** ***AnnieMac Home Mortgage is an Equal Opportunity Employer ***
    $13.5k-65k yearly 60d+ ago
  • Retail Mortgage Loan Originator

    Truist Financial Corporation 4.5company rating

    Columbus, OH

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. 7. This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $31k-47k yearly est. 44d ago
  • New Home Consultant

    Wayne Homes 4.0company rating

    Fremont, OH

    A rewarding job. A balanced life. Like most companies, Wayne Homes has a list of values that we strive to live up to. But to keep this from getting long and boring, we'll just reduce all those values to a single idea: do right by everyone. In other words, we want to give customers not just a great home but a great buying experience. And we very much want to give employees not just a job that pays well but a career that promotes wellness. That offers a rich, balanced life. At Wayne Homes, we're continuously evolving and improving our career and compensation program. And within our list of benefits, we provide unique opportunities to grow your income, advance your career and enhance your personal well-being. For example, in addition to medical insurance, your benefits will include AccelWell, which gives you access to health coaches as well as personalized meal and workout plans. We'll give you RAK Days (a.k.a. Random Acts of Kindness Days), when you can knock off work and volunteer for the community cause of your choice. We'll actively promote your career growth with tuition assistance and opportunities for advancement. We love a good party, so expect quarterly and annual company celebrations. And when you're ready to build a Wayne home of your own, you'll get a very nice employee discount. Of course, these benefits are in addition to all the standard stuff - 401k, paid holidays, generous paid time off and so on. It all comes down to this. We want happy customers because a happy customer is a loyal customer. And we want happy employees because a happy employee is a great addition to the Wayne Homes family. Open Position: New Home Consultant At Wayne Homes, we guide customers in understanding more deeply what they need and want in a home. By helping them find the Wayne Homes floor plan that best suits their needs and assisting them in customizing that plan, it makes a perfectly personalized fit for the new homeowner. Creating a space that makes such a large impact in someone's life? Now that is what makes the job of New Home Consultant so fulfilling. Regarding your schedule, you'll be working full-time including weekends, since that's when most people go shopping for a home. But you'll have two consecutive days off during the week, and our Model Home Centers are closed most major holidays. Here's another big part of the job. As a New Home Consultant, you will be the first impression that most people have of Wayne Homes. But no pressure. Just be your natural, positive, well-informed, well-organized, happy-to-help self, and you'll do great. What other tasks will you be responsible for in your day-to-day? We are so glad you asked. Generate sales to meet sales goals - we want to make sure you get paid! Maintain thorough notes and updates in the sales system about your customers Conduct customer meetings - get comfy with your computer camera because these could be in person or virtual Effectively utilize sales, construction, and marketing tools to properly educate your customers - you're the pro! Let your creativity fly by creating custom drawings for your customers based on their needs and wants Develop a robust product knowledge of all products offered to customers - including but not limited to, specifications, warranties, installation techniques, etc. Models that look great help our customers visualize their space - help maintain these by daily model walks Accurately use the 3 Steps to Great Service method Go the extra mile for your customer - small, special touches go the longest way! Continual learning is important to us and we hope it is to you to - find opportunities to continue to grow Work with your Sales Manager to track, project, and plan for future sales A driven individual who wants limitless earning potential Stable work history - sales experience is preferred A flexible individual with a willingness to adapt Ability to organize and pay attention to details - because even the small ones matter! An individual resilient and determined to succeed Now that you know what you will be doing, what qualifications are we looking for? A driven individual who wants limitless earning potential Stable work history - sales experience is preferred A flexible individual with a willingness to adapt Ability to organize and pay attention to details - because even the small ones matter! An individual resilient and determined to succeed Benefits Offered Medical, Dental and Vision Insurance Employer-Paid Life and AD&D Insurance Short-Term Disability, Long-Term Disability and Life Insurance Flexible Spending Account / Health Spending Account 401k Paid Time Off, including paid time for volunteering in your community Employee Retail Discounts Referral Program Tuition Assistance JOB CODE: 1000253
    $33k-43k yearly est. 60d+ ago
  • Virtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210687005 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $30k-67k yearly est. Auto-Apply 25d ago
  • Mortgage Loan Originator

    Myusa Credit Union

    Middletown, OH

    MyUSA Credit Union is an over $350 million financial institution with 20,000 members and offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia. We are seeking an experienced and enthusiastic, external Mortgage Loan Originator (MLO) with a passion for serving others and who is excited to expand our Mortgage business. A $195,000 annual opportunity, our MLO's earning potential is only limited by their own success. They will represent the credit union's values, helping borrowers achieve homeownership through our tailored mortgage solutions and will generate residential mortgage business through proactive outreach, relationship development and internal incentive-based referrals from our eight branch locations. Come grow with us as we become Ohio's best direct lender! Responsibilities include but not limited to: • Originates first mortgage loans by developing and maintaining relationships with members, realtors, and other referral sources. • Collaborates with credit union branches and staff to identify and pursue mortgage lending opportunities. • Performs initial consultations, analyzing financial information and recommending appropriate mortgage products. • Prepares residential mortgage loan proposals and presents to borrower for approval/acceptance. • Guides members through the mortgage process with clear communication, transparency, and excellent service. • Monitors workflow to ensure deadlines are met and service expectations are exceeded. • Makes sales a routine practice through face-to-face contact with real estate agents, ensuring clear understanding of options and allowing informed decisions to best suit borrower needs. • Maintains knowledge of credit union mortgage products, rates, processing procedures and underwriting guidelines. • Prospects and networks, building relationships and developing a referral source base. Qualifications include: • Expert communicator (oral & written) with strong organization and time management skills • Highly motivated self-starter who thrives in autonomous environment • Must have Mortgage Loan Originator license with NMLS • Minimum 2+ years' experience originating residential mortgages • Prior experience with mortgage lending platforms and MS office products • Maintains product knowledge and underwriting requirements for Conventional and Government (FHS, VA, USDA) mortgage programs • Bachelor's degree or equivalent experience and training MyUSA Credit Union is an equal opportunity employer. Job Type: Full-time, Salary plus commission Benefits include: • 401(k) Matching (immediate vesting) • Generous Paid Time Off (min 4 weeks starting) • Company paid Life, AD&D and Disability Insurance • Credit Union membership • Health, Dental, & Vision insurance • Employee Assistance Program • Flexible Spending Account • Health Savings Account • Community Involvement • Tuition assistance • Referral program Physical setting: • Office environment and offsite meetings with borrowers Schedule: • Business hours will vary with borrower needs
    $34k-55k yearly est. 60d+ ago
  • Outside Mortgage Sales Loan Originator

    Sb Financial Group, Inc. 4.0company rating

    Dublin, OH

    We're looking for self-motivated, sales and service-oriented individuals to join our team of dynamic mortgage professionals! This position would be a full-time, commissioned, outside sales position located in our Dublin, Ohio office. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and growth opportunities. Do you feel you would be a great fit? Visit our careers page at ***************************** to apply and submit your resume. MORE ABOUT US State Bank of Defiance was founded in 1902 by Elbert E. Carter and rapidly grew into one of northwest Ohio's leading financial institutions. Our first bank was located on the southwest corner of Clinton and Third Streets in Defiance, Ohio. And although the facility has been rebuilt over the years, that corner is still home to our Main Banking Center. State Bank continues to enjoy a reputation for leadership and integrity within the banking community today. State Bank provides a full range of financial services for consumers and small businesses, including wealth management, private client services, mortgage banking and commercial and agricultural lending, operating through a total of 20 banking centers; 19 in nine Ohio counties and one center in Fort Wayne, Indiana. We have six loan production offices located throughout the Tri-State region of Ohio, Indiana and Michigan. We are your lifetime provider of convenient and innovative financial services, delivered by a passionate and caring staff. In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Equal Opportunity Employer Please visit our Careers page at ***************************** to view the full job description.
    $29k-37k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Originator

    Warsaw Federal Savings & Loan Associates

    Cincinnati, OH

    Full-time Description The Mortgage Loan Originator originates first mortgage loans and home improvement loans for consumers. Duties and Responsibilities: Originates one-to-four family residential loans by talking with customers and by contacting realtors, builders, etc.; engages in sales efforts at the customer's home or place of business and away from the bank's place of business or any office maintained for loan production business purposes. Responds to customer/contact inquiries regarding the association's loan products and customer's applications. Keeps up-to-date on government regulations and the association's policies and procedures regarding lending; participates in quarterly compliance training on banking regulations for industry. Promotes the association's Community Reinvestment Act loan program to real estate agents in low-to-moderate income neighborhoods. Projects a positive image of the association and make sales contacts by participating in community activities, organizations, and business-related functions. Cross-sells and keeps up-to-date on the association's entire product line including both lending and savings products. Knows, understands and complies with current fair lending laws and bank policies and procedures; addresses same at all times. Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable. Other duties as required. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements Technical Expertise Experience in mortgage lending is required. Experience with lending laws, regulations, and guidelines are required. Experience in customer service is required. Experience in commissioned sales is required. Experience in financial services or banking is preferred. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Encompass, Cleartouch, OnBase, various government and investor software/web portals is preferred. CRM software is preferred. Education and Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred. Certification: NMLS is required. Years of experience: 3 to 5 years is required. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is customarily and regularly performed outside of an office setting and hours of work are not structured.
    $34k-55k yearly est. 6d ago
  • In Office Mortgage Underwriter

    National Mortgage Staffing 3.9company rating

    Painesville, OH

    Conventional Mortgage Underwriter Schedule: Monday-Friday, 8:00 AM - 5:00 PM Salary: $70,000 annually + potential annual company performance bonus Employment Type: Full-Time, Non-Exempt About the Role Our client is seeking an experienced Conventional Mortgage Underwriter to join their mortgage department. This position is responsible for evaluating and verifying mortgage loan applications to determine the applicant's ability to repay, ensuring all loans meet FNMA guidelines, credit union policies, and applicable regulations. The role requires exceptional attention to detail, strong analytical skills, and the ability to communicate underwriting decisions promptly and professionally. Key Responsibilities Communicate underwriting decisions to all involved parties in a timely manner upon receipt of the mortgage file and supporting documentation. Ensure all closing documents meet compliance requirements, are complete with required signatures, endorsements, or notarizations, and that files are closed within four business days of receipt. Maintain strict adherence to credit union, FNMA, and applicable government standards for the mortgage industry. Provide friendly, accurate, and professional service to members and associates, responding to messages and correspondence within 24 hours. Review and evaluate mortgage loan documents, including 1003 and 1008 forms, trust documentation, title reports, homeowner and condo master policies, and insurance documents. Approve or deny loan applications or request additional information when necessary. Ensure timely and accurate preparation of documentation for the secondary market. Qualifications Minimum 2 years of experience as a manual mortgage undewriter Strong working knowledge of FNMA guidelines. Bachelor's degree in Finance, Business, Economics, or related field (or equivalent work experience). Proficiency with Microsoft Office and underwriting platforms such as Desktop Underwriter (DU). Excellent communication skills, attention to detail, and accuracy in typing/data entry. Additional Information This position is 100% on-site in Painesville, OH - remote work is not available. Candidates who have been unemployed for over 12 months due to market conditions will be considered if they meet all qualifications. Please Note: We do not set the requirements for this role. All criteria are determined by our client and must be followed as outlined. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $70k yearly 60d+ ago
  • Mortgage Protection Sales

    Spieldenner Financial Group

    Toledo, OH

    Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage. Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting Qualifications: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position. What We Do: We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation. We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income. We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community! What Sets us Apart: We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work If you feel this might be the home you have been looking for. Click APPLY! Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results. ***No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
    $47k-74k yearly est. Auto-Apply 58d ago
  • Senior Banker - Loveland Financial Center

    Bank of America Corporation 4.7company rating

    Loveland, OH

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: * Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities * Assists, educates, and trains clients on conducting simple transactions through self-service technologies * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: * Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment * In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months * Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Confident in identifying solutions for helping new and existing clients based on their needs * Strong written and verbal communications skills * Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) * Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances * Applies strong critical thinking and problem-solving skills to meet clients' needs * Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously * Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) * Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: * Associate's Degree or Bachelor's Degree in business, finance or a related field * Experience working in a financial center where goals were met or exceeded * Retail and/or sales experience in a salary plus incentive environment * Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded * Experience with financial information, spreadsheets and financial skills * Knowledge of banking products and services * Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $59k-113k yearly est. 4d ago
  • Loan Officer In-Training

    Crosscountry Mortgage 4.1company rating

    Cleveland, OH

    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: CrossCountry Mortgage is seeking skilled sales professionals who are interested in becoming a Licensed Loan Officer. Our goal is to provide candidates with the materials and resources to become a successful Loan Officer in order to put the needs of our customers first. We strive to ensure that every one of our customers has a fantastic experience when they do business with us. During the training period, individuals will be eligible to work part-time at a minimum of 15 hours a week. Once transitioned into the training program the hours will be full-time at 40 hours a week. Incentives: Paid Training Casual work atmosphere Opportunities for advancement within the first month Sales incentives, contests, and raffles Casual work environment, catered lunches, company sponsored activities and sporting events Job Responsibilities: Handle UNLIMITED inbound leads. Train and study to become a licensed Loan Officer. Work closely with customers, customer service representatives, loan officers, underwriting and processors. Taking applications, pulling credit and learning CrossCountry Mortgage's internal loan origination system (Encompass). Develop client retention strategies and follow-up procedures. Act as a brand ambassador for CrossCountry Mortgage by promoting the company as a preferred lender. Learn and utilize various in-house systems at CrossCountry Mortgage. Qualifications and Skills: Previous call center experience preferred. Experience in collecting leads. Proficient with Microsoft Word and Outlook. Basic lead management knowledge. Excellent communication skills. Ability to manage multiple responsibilities. 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. #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 ***************************
    $37k-57k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Officer - Columbus Market

    Lcnb National Bank 3.8company rating

    Worthington, OH

    Mortgage Loan Officer - Market (LOM) Identifying Information: Department: Mortgage Loan Reports To: Gary Kohls, Vice President, Mortgage Sales Manager Location: Worthington Office, 6877 N. High St. Worthington, Ohio 43085 - Columbus, Ohio Market - Hotel office in Retail Banking Centers; may work remotely on occasion Status: Full-Time Salaried Non-Exempt Hours: 40-hour work week; schedule as determined by Mortgage Loan Officer and production target Compensation: Base salary and incentive compensation plan Position Purpose: LCNB National Bank is seeking a Mortgage Loan Officer within our Columbus Market. This position is responsible for originating real estate mortgage loans in accordance with LCNB National Bank product guidelines, and processing loans in accordance with LCNB National Bank processes up to delivery to an inside processor. The Mortgage Loan Officer's primary responsibility is to grow mortgage production outside of the branches by developing business relationships with realtors, builders and other professionals and sourcing mortgage leads from these business relationships, including any existing “book” of business the Mortgage Loan Officer may have acquired over his/her career. The Columbus Market Mortgage Loan Officer should continue to build this network of referrals as a continuing source of new business. As they are not assigned a Retail Banking Center, there is no defined territory. The Mortgage Loan Officer is expected to collect and review all needed supporting loan documentation and maintain a minimum standard of production and quality. The Columbus Market Mortgage Loan Officer is expected to comply with all consumer and real estate lending laws and requirements. Essential Functions and Responsibilities: Solicit residential mortgages from various sources Develop and build relationships with realtors, builders, financial professionals, bank stores, past customers and other non-traditional sources Produce high quality loans which are compliant and provide excellent customer service Develop and maintain a high degree of visibility for mortgage originations, sales and business development Understand and market LCNB National Bank mortgage loan products, stay informed of mortgage industry trends and developments in the assigned market Understand real estate appraisals, title reports and real estate transactions Review and analyze financial and credit data Meet with applicants to answer questions and obtain information for mortgage loan applications Collect and upload loan documentation and financial information into the loan operating system Effectively learn and operate LCNB's loan origination system Effectively communicate with processing and underwriting support staff Maintain a high level of customer satisfaction and effectively resolve issues Maintain open and effective communication channels with customers, realtors and other referral sources Attend loan closings, sales and officer meetings Required Qualification: 2+ years of experience originating FHA, VA, USDA and conventional loans High School diploma or GED equivalent Desired Qualifications: Existing pipeline and book of business of local referral sources Existing mortgage sales of 600,000 per month Experience in federal and state mortgage lending statutes, compliance, and regulatory requirements Knowledge & understanding of mortgage underwriting criteria and residential lending concepts and principles Experience in personal financial analysis and tax return analysis Ability to think, reason and communicate clearly The ability to observe and identify details at close range NMLS (Obtained or transferred within 30 days of hire) Strong computer skills and working knowledge of Microsoft Office Suite Knowledge & understanding of credit, underwriting, credit policy and financial statement analysis Knowledge of Desktop Originator (DO) and Loan Prospector (LP) Ability to thrive in a high volume, fast-paced environment Strong organizational and time management skills with accuracy and attention to detail Ability to build and maintain positive and effective relationships with others, both internally and externally Strong written and verbal communication skills with the ability to effectively communicate with associates across the bank, as well as third-party agencies Strong integrity, work ethic, and ability to achieve desired production results Working Conditions: Ability to work outside of the office 50%+ of the time Ability to travel to and from bank offices and third-party locations Occasionally move/traverse to access files and equipment Constantly operate a computer and other office equipment Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB bank by State and Federal law and regulations, as well as all related LCNB Bank policies and procedures. Individuals in Loan Officer positions must meet the Consumer Financial Protection Bureau qualification requirements. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
    $33k-49k yearly est. Auto-Apply 60d+ ago
  • Experienced Loan Officer

    Solid Rock Recruiting

    Ohio

    Compensation: $100,000 - $150,000 (Base + Incentives) Employment Type: Full-Time About the Bank We are a well-established community bank committed to serving local businesses and individuals with reliable service and local decision-making. As our loan portfolio continues to grow, we are seeking an Experienced Loan Officer to join our team and support ongoing lending needs across the community. Position Overview The Experienced Loan Officer will develop, manage, and grow a portfolio of commercial and consumer loans. This role is ideal for a lender who thrives on relationship building, portfolio management, and delivering high-quality client service. Key Responsibilities Build and maintain strong relationships with new and existing clients across the community. Analyze financials, credit reports, and collateral to structure appropriate loan solutions. Manage a diversified loan portfolio and ensure ongoing credit quality. Present loan requests and recommendations to the credit team/loan committee. Identify growth opportunities through client outreach, referrals, and community involvement. Provide a high level of responsiveness and support to clients and internal partners. Ensure all lending activities follow bank policies, regulatory requirements, and risk guidelines. Qualifications 3+ years of experience as a Loan Officer or Commercial/Consumer Lender (community bank experience preferred). Strong credit analysis and financial statement review skills. Proven track record of building and managing a healthy loan portfolio. Ability to grow business through relationships, networking, and local presence. Excellent communication and client-service skills. Bachelor's degree in Business, Finance, Accounting, or related field preferred. Compensation & Benefits Total earnings of $100,000 - $150,000 (base salary + incentive plan) Full benefits package (health, 401k, PTO, etc.) Local decision-making and strong support from leadership Long-term career stability and growth opportunities How to Apply Please send your resume to brian@solidrockrecruiting.com with the subject line: Experienced Loan Officer Application . All inquiries are fully confidential.
    $39k-59k yearly est. 19d ago
  • Sr. Loan Officer - Consumer Direct

    New American Funding 4.2company rating

    Broadview Heights, OH

    New American Funding is seeking motivated and experienced Consumer Direct Loan Officers to join our high-performing sales team. As a CD Loan Officer, you will receive 100% inbound leads from motivated homebuyers-no cold calling required. You'll work in a fast-paced environment where you can focus on what you do best: closing loans, building relationships, and helping clients achieve their homeownership goals. What You'll Do: Handle 100% inbound calls from pre-screened, motivated homebuyers and/or refinancers Consult with borrowers to understand their mortgage needs and present appropriate loan options Work closely with our in-house processors and underwriters to ensure timely closings Build strong relationships with clients to drive future refinance and referral opportunities Maintain high standards of compliance and customer service throughout the loan process What You'll Get: Industry-leading commission structure with no cap on earnings Access to thousands of Real Estate partners to help your clients find homes quickly State-of-the-art tech stack: Fast CRM, LOS, texting tools, and mobile loan applications Exclusive NAF Rapid App for quick and accurate borrower applications We service our own loans-your info stays on the borrower's monthly statement Client-for-life model: You retain ownership of your funded clients for future business Starting Salary: Minimum wage based on City/County/State + bonus + OT + full time benefits including 401k, PTO, Paid Holidays On-site in Broadview Heights, OH Responsibilities Respond to inbound calls and digital leads from qualified home shoppers Consult with borrowers to understand their financial goals and recommend appropriate loan solutions Guide borrowers through the mortgage application process from pre-qualification to closing Maintain an active pipeline and follow up regularly with prospects and clients Meet or exceed monthly sales and conversion goals Ensure compliance with all applicable regulations and internal policies Work collaboratively with internal teams including processing, underwriting, and closing Qualifications 2+ years' full time purchase or refinance loan origination experience; call center environment preferred. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current NMLS license. ( Must have pass National test & 20 hour lic. course.) Desired Education/Experience High School Diploma or equivalent Two or more recent years' full time loan origination experience, preferably in a call center environment Current NMLS license. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: 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 made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-AS1
    $32k-41k yearly est. Auto-Apply 60d+ ago
  • Citizens Banker

    Citizens 2.9company rating

    Cleveland, OH

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings + Pay Transparency + The salary range for this position is $24.87 - $26.47 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. + We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 01/03/2026
    $24.9-26.5 hourly 18d ago
  • Premier Client Banker- PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    Strongsville, OH

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Strongsville, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. * Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. * Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. * Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. * Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $55,000.00 - $98,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 11/17/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $27k-41k yearly est. 27d ago
  • Citizens Banker

    Citizens Financial Group, Inc. 4.3company rating

    Cleveland, OH

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and may include weekends and evenings * Pay Transparency * The salary range for this position is $24.87 - $26.47 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. * We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer
    $24.9-26.5 hourly Auto-Apply 5d ago
  • Premier Client Banker- PNC Wealth Management

    PNC 4.1company rating

    Strongsville, OH

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Strongsville, OH.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 11/17/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $25k-33k yearly est. Auto-Apply 28d ago

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