Savings counselor jobs near me - 33 jobs

Our client, a mission-driven, leading health and wellness platform that is revolutionizing telehealth for providers and patients alike, has exclusively retained Solutus Legal Search to assist the Company in its search for a Managing Counsel, Privacy/AI. Reporting to the VP, Legal and managing a team of legal privacy experts, this attorney will lead the Company's privacy and AI legal functions and continue to build the governance program. They will provide teams from across the Company with actionable legal advice on new and evolving state and federal consumer and health privacy and AI laws, rules, and regulations impacting the products and services offered through the Company. Partnering closely with marketing, product, engineering, and government affairs teams, this attorney will get to work on interesting and novel issues that arise at the intersection of healthcare, technology, and e-commerce. Strong candidates will have 12+ years of experience practicing at a law firm, in government and/or in-house, with 5+ years of advising on privacy related issues (including healthcare and consumer privacy) and 2+ years of advising on AI related issues. They also will have management experience, with a strong track record of building, leading, and mentoring teams, and will be superb, trusted business partners. This is an incredible opportunity to build and lead the privacy and AI legal functions at a leading health and wellness platform that has a mission-driven, respectful, and no-ego culture. Diversity is a priority and the company values the whole person. Legal is a highly valued partner in the business. This role is remote, and the person in this role can work from anywhere in the country. Compensation is targeted at an annual base salary range of $300,000 to $330,000, an equity grant, and generous benefits. The total compensation package will vary and depend on the candidate's level of seniority, number of years of directly relevant experience, and geographic location. Solutus has been selected as the retained representative on this desirable search. Resumes submitted directly to our client will be forwarded to Solutus for review and evaluation. Ref. #936-SLS

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating, and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines. Job Responsibilities: Source mortgage leads. Build business relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities. Mortgage coaching available. Qualifications and Skills: NMLS License Required under the S.A.F.E. Act of 2008. Experience with and/or knowledge of retail product philosophy, policy, underwriting, procedures, documentation, and systems. Experience proactively soliciting new business. Encompass experience, preferred. Knowledge of mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Advanced communication and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Commission only. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. 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 ***************************

Job DescriptionAt Lawrence Financial Group, we are proud to meet the needs and wants of our customers. To help us to continue to grow our offerings to our clients, we are in search of a loan originator to specializes in the direct communication of sales to prospective customers. As an ideal candidate, you will have a keen skillset for communication, marketing, and sales. You will have an innovative mindset to form and grow unique conceptual relationships with clients and potential clients and will be able to strategize with them to make sure you are offering them effective service, and continuous knowledge of products, prices, rates, and any changes to those specific terms. You may already be a confident leader with experience in the lending industry that is willing to think outside of the box, willing to specialize on 1 on 1 relationships with affiliated teams, focusing on gaining trust, growing and fostering that relationship, all while providing relative continuous education. Objectives Of The Role: Daily and Monthly Responsibilities: Skills and Qualifications: Analyze consumer needs Understand and educate consumers on market trends, rate changes, product changes; etc Assess current competitor offerings, seeking opportunity to differentiate Build relationships with lenders, to gain full knowledge of products and offerings Develop, implement, and maintain direct lines of communication with consumer- including, but not limited to;social media updates, email outreach, phone calls/text messages, and public appearance events Continuously search for new product ideas/ lender partnerships/ marketing tactics to stay relevant and competitive Interact on your own social media, real estate pages, groups, chats; etc. Provide updates to the consumer industry related rates, statistics, predictions; etc using verbal and visualreferences Seek creative financing solutions for different purchase or refi scenarios Seek new or unique products that lenders are offering Schedule 1 on 1 calls or (Strategy Sessions) with consumers to hear about what their goals are, what they areworking on, and check to see if there is anything you can do to assist. If no current deals need looked at, schedule a follow up call for 30 -45 days. Travel to the region of the market you are specializing in, if you don't live in the area Interact/Speak at live events, attend relevant happy hours, conferences, networking events in order to place yourself directly in the face of consumers Consistently look for new opportunities and creative ways to share product market knowledge information. Cultivate, grow, and maintain relationships with consumers Facilitate and complete lending transactions with consumers, working with preferred lenders and assigned processors Use tools like the Monday CRM, Highlevel, slack, and outlook to track progress and communicate all lending related items to clients and other LFG Team members Skills and Qualifications: Strong experience with customer relations Strong skillset of communication Strong skillset of social media utilization and outreach Strong skillset of presentation and public speaking Strong skillset of marketing strategies Ability to cultivate, land, grow, and facilitate relationships with consumers Ability to cultivate, land, grow, and facilitate lending transactions with consumer General knowledge of real estate General knowledge of the mortgage industry Ability to educate oneself on product knowledge and product, rate and term changes from lenders Ability to be resourceful and quickly research and understand different real estate markets based on interest Flexible work from home options available.

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description This is an in-house counsel role in Commercial Litigation, which is within the Law and Regulation's Global Litigation group. The group principally manages complex commercial litigation and matters faced by the company and its subsidiaries and affiliates, including consumer class actions and challenges to core business practices and procedures. The Commercial Litigation team also provides advice and counsel to the business with respect to litigation strategies and on emerging legal issues and risks.Key Responsibilities Managing lawsuits and other legal disputes, including active oversight of and direction to outside counsel in defense of such matters Interviewing and retaining law firms / outside counsel, including establishing and managing budgets Reviewing and developing appropriate strategies for assigned matters Attending court appearances, as appropriate, including significant hearings, and trials Travel may be required as needed for internal business meetings, court appearances, and mediations. Reviewing and revising pleadings, motions and significant case filings Serving as strategic partner to the business and collaborating with other law department teams, providing reports on substantive developments in legal matters, as well as advice and counsel on emerging issues and legal/litigation risks, risk mitigation strategies, and legal compliance Assessing and incorporating AI-driven efficiencies in legal workflows, including drafting, research, and document review, while maintaining rigorous attorney oversight. Developing strategy for, and participating in mediations/settlement conferences Preparing and reviewing settlement agreements Internally overseeing discovery process, including reviewing discovery requests and developing strategy and responses, collecting and producing internal documents, coordinating with internal e-discovery team and outside counsel, and interviewing information custodians and/or fact witnesses. Assisting with preparing fact, corporate and expert witnesses for depositions, arbitrations and trials, and attending depositions, as appropriate Preparing and presenting various internal and external reports on significant litigation and legal issues Other duties as assigned. Education & Experience 7+ years of hands-on complex litigation experience, which includes commercial litigation, class action litigation, business disputes, breach of contract and other related commercial litigation matters. J.D. from an accredited institution and active state bar license in good standing Motivated self-starter with legal acumen and business knowledge An engaged team player who values collaboration and shared success Growth mindset toward technology; comfortable adopting or learning AI-enabled tools for drafting, research, discovery, and work-product refinement, with attention to confidentiality and verification. Prior experience using AI-enabled legal tools a plus Ability to communicate views effectively, verbally and in writing, and represent position to internal and external stakeholders, including senior level executives. Leadership experience on multifaceted projects that involve cross functional teams. Ability to create pragmatic and balanced solutions to legal issues. Displays advanced knowledge of specific legal discipline to connect work back to strategic business results. Ability to understand strategic goals and objectives client intends to achieve from intended action. Ability to determine extent of other business area involvement and understand integration points and play a lead role with other areas of responsibility. Experience utilizing technology and data analytics in daily tasks and decision making; familiarity with legal data analytics tools a plus. Agile and adept at prioritizing assignments/work; consistently meets deadlines; acts with strong sense of urgency. Proven ability to manage a high case load of complex matters in a fast-paced and dynamic environment. Demonstrates a strong commitment to delivering exceptional client service Supervisory Responsibilities This job does not have supervisory duties. #LI-PC1 Skills Artificial Intelligence (AI), Breach of Contract, Business Litigation, Class Action Lawsuit, Class Action Litigation, Client Service Excellence, Collaboration, Complex Commercial Litigation, Legal Research, Litigation, Litigation Management, Project Management, Strategic Advice, Strategy Development, Team Collaboration Compensation Compensation offered for this role is $104,000.00 - 187,625.00 annually and is based on experience and qualifications The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs. To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.

Position Overview: A Commercial Loan Originator (Veterans Only) is responsible for sourcing, evaluating, and processing commercial loan applications, focusing on serving veterans and their businesses. This role involves assessing client financial information, structuring loan packages, and ensuring a smooth and efficient loan approval process. The originator works under the supervision of a financial institution or commercial lending company, leveraging their understanding of veteran-owned businesses and specific financial needs. Key Responsibilities: Client Consultation: Meet with veteran business owners to discuss their commercial financing needs and assess their financial situation. Provide expert advice on commercial loan products and options, including terms, interest rates, and repayment schedules. Explain the loan process, terms, and conditions clearly and understandably. Loan Application and Processing: Assist clients in completing commercial loan applications. Gather necessary documentation, including business financial statements, tax returns, and business plans. Submit completed loan applications and supporting documents for underwriting. Loan Structuring and Approval: Work with underwriters to review and approve loan applications. Structure loan packages to meet the specific needs of veteran business clients. Communicate loan approval status and conditions to clients. Coordinate with clients, appraisers, and other relevant parties to ensure a smooth loan approval process. Compliance and Documentation: Ensure all loan applications comply with federal, state, and company regulations. Maintain accurate and up-to-date records of client interactions, loan applications, and approvals. Protect client confidentiality and secure sensitive financial information. Veteran Community Engagement: Act as a liaison between the financial institution and the veteran business community. Organize and participate in events, seminars, and workshops aimed at educating veterans about commercial loan options and financial planning. Provide specialized services and advice tailored to the unique needs of veteran-owned businesses. Market Analysis and Strategy: Conduct market research to identify trends, competitor activities, and potential growth areas. Collaborate with the marketing team to develop targeted campaigns and promotional materials. Provide feedback to management on market conditions and customer needs. Training and Development: Stay informed about industry trends, regulations, and products through ongoing training and professional development. Attend company meetings, training sessions, and seminars as required. Qualifications: Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required. Licensing: Must possess and maintain a valid state license as a commercial loan originator (if required by state law). Experience: Previous experience in commercial lending, financial services, or a related field is preferred. Military experience is highly valued. Skills: Strong communication and interpersonal skills. Excellent sales and negotiation abilities. Detail-oriented with strong organizational skills. Proficiency in computer software and systems used in commercial lending. Ability to work independently and manage time effectively. Work Environment: Primarily office-based with some travel to meet clients or attend industry events. Standard work hours with potential for evening or weekend work depending on client needs and company requirements.

Position Overview: A Commercial Loan Originator (Veterans Only) is responsible for sourcing, evaluating, and processing commercial loan applications, focusing on serving veterans and their businesses. This role involves assessing client financial information, structuring loan packages, and ensuring a smooth and efficient loan approval process. The originator works under the supervision of a financial institution or commercial lending company, leveraging their understanding of veteran-owned businesses and specific financial needs. Key Responsibilities: Client Consultation: Meet with veteran business owners to discuss their commercial financing needs and assess their financial situation. Provide expert advice on commercial loan products and options, including terms, interest rates, and repayment schedules. Explain the loan process, terms, and conditions clearly and understandably. Loan Application and Processing: Assist clients in completing commercial loan applications. Gather necessary documentation, including business financial statements, tax returns, and business plans. Submit completed loan applications and supporting documents for underwriting. Loan Structuring and Approval: Work with underwriters to review and approve loan applications. Structure loan packages to meet the specific needs of veteran business clients. Communicate loan approval status and conditions to clients. Coordinate with clients, appraisers, and other relevant parties to ensure a smooth loan approval process. Compliance and Documentation: Ensure all loan applications comply with federal, state, and company regulations. Maintain accurate and up-to-date records of client interactions, loan applications, and approvals. Protect client confidentiality and secure sensitive financial information. Veteran Community Engagement: Act as a liaison between the financial institution and the veteran business community. Organize and participate in events, seminars, and workshops aimed at educating veterans about commercial loan options and financial planning. Provide specialized services and advice tailored to the unique needs of veteran-owned businesses. Market Analysis and Strategy: Conduct market research to identify trends, competitor activities, and potential growth areas. Collaborate with the marketing team to develop targeted campaigns and promotional materials. Provide feedback to management on market conditions and customer needs. Training and Development: Stay informed about industry trends, regulations, and products through ongoing training and professional development. Attend company meetings, training sessions, and seminars as required. Qualifications: Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required. Licensing: Must possess and maintain a valid state license as a commercial loan originator (if required by state law). Experience: Previous experience in commercial lending, financial services, or a related field is preferred. Military experience is highly valued. Skills: Strong communication and interpersonal skills. Excellent sales and negotiation abilities. Detail-oriented with strong organizational skills. Proficiency in computer software and systems used in commercial lending. Ability to work independently and manage time effectively. Work Environment: Primarily office-based with some travel to meet clients or attend industry events. Standard work hours with potential for evening or weekend work depending on client needs and company requirements.

The Loan Originator originates all NHS/NLS loan/grant products; to pre-qualify prospective homebuyers and borrowers; market NHS/NLS products and services and generate loan applications to meet NHS/NLS annual production goals for lending programs. PRINCIPAL JOB DUTIES & RESPONSIBILITIES Market NHS/NLS loan products/grants/services to community-based, business, real estate, and financial entities to enhance awareness of NHS by community leaders, businesses and prospective customers, through a mix of activities which include public presentations, educational workshops, informational kiosks and displays, and individual networking. Provide general information about all NHS loan products/programs in response to inquiries and referrals, originate loans for all programs; flexibly schedule appointments and interviews with customers for designated loan programs; originate and evaluate basic application file (including designated documents) for all NHS/NLS loan products/grants/services for processing by Loan Specialist; and submit loan application files to Loan Specialist for loan processing within specified timeframe after origination. Pre-qualify potential homebuyers; assess their readiness for home ownership; and refer them internally to the appropriate NHS resource for homebuyer education and development. Provide individualized homebuyer counseling and training to potential buyers who are classified as “immediate” or “short-term” buyers. Develop and maintain relationships with outside entities that will provide leads and access to potential borrowers using NHS/NLS loan products/programs. Serve as the NHS liaison for the loan customer throughout the application process. Monitor the progress of the loan application, communicating as necessary with the assigned Loan Specialist and Construction Specialist. Serve as an advocate for the loan customer, collecting data and participating in problem-solving as needed. Maintain a current and working knowledge of all loan programs offered by NHS/NLS, as well as a current knowledge of lending industry standards for loan origination; maintain required job skills and core professional competencies; and attend and participate in required educational programs and staff meetings. Perform other duties as assigned. COMPENSATION & BENEFITS: $60,000 annually + Up to $12K Bonus incentive Health, dental and vision insurance Paid time off We also offer a team spirit, which strives for excellence in customer service. POSITION QUALIFICATIONS Education Bachelor's degree in related field (preferred). Experience Minimum 2-3 years of outside sales experience originating mortgage loans. Other Qualifications Experience working with Encompass loan software. Communication - Ability to inform internal and external customers orally and in writing, with clarity and good effect. Customer Service - Ability to satisfy the expectations and requirements of customers. Consistently displays courtesy and sensitivity and responds promptly to service requests. Identifies customer needs and explains services clearly. Handles difficult situations. Relationship Building- Ability to actively maintain a network of professional relationships and maintain on-going informal dialogue with others to build trust and understanding. Required Skills To succeed in this role, an individual must possess the following: Licensed Loan Originator with the State of Illinois is preferred or, Employee must meet all registration/certification requirements for a Loan Originator as defined by the State of Illinois within 45 days of hire. Must have a vehicle and the ability to work a flexible schedule (including nights and weekends). Valid driver's license with access to a safe, reliable vehicle for extensive travel associated with the position. Desired Skills Ability to communicate effectively both in written and oral presentation. Ability to maintain organization in changing environment. Ability to read and interpret architectural drawings. Ability to write a scope of repairs and cost estimate. Knowledge of all construction trades, contract administration and office procedures. Ability to manage multiple projects while maintaining good business ethics. Technology: Proficiency in MS Office; Salesforce, and Housing Developer Pro. PERFORMANCE MEASURES: Loan closings in accordance with NHS/NLS annual plans. Completed application files submitted to Loan Specialist within specified timeframe. Quarterly marketing plans executed, and goals achieved. Weekly status review and follow-up with NHS/NLS staff regarding loans in process. Ratio of approved loans to closings. Timely, courteous, and informative responses to inquiries. 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. While performing the duties of this job, the employee is: Regularly required to talk or hear. Frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate and is of a typical office environment. REMOTE WORK POLICY The Lending Department staff work on a 3/2 schedule requiring a minimum of 2 days in-office, in addition to any in-office time as necessary for important meetings, team meetings, all staff meetings, audits, site visits by funders, agency events, etc., including twice monthly in-person team meetings. NHS' COMMITMENT TO DIVERSITY, RACIAL EQUITY, AND INCLUSION Neighborhood Housing Services of Chicago (NHS) is deeply committed to building and sustaining a diverse, equitable, and inclusive organization that reflects the communities we serve. We believe that diversity of backgrounds, perspectives, and experiences strengthens our work and advances our mission. NHS provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.

About Navicore Solutions Navicore Solutions is a non-profit organization that helps create, restore, and maintain a life of financial wellness through empowered choices. We provide compassionate financial counseling to consumers nationwide in the areas of personal finance, consumer credit, student loans, foreclosure prevention, housing, disaster recovery, bankruptcy counseling and education. Our mission is to strengthen the well-being of individuals and families through education, guidance, advocacy, and support. You can be a part of our wonderful team! Navicore Solutions currently has open Credit Counselor positions in our Counseling Department. This is a full-time, remote position and all training is conducted remotely. All technological equipment is provided to employees by the organization. Shifts: Flexible 40 hour schedule within business operating hours. What will you do as a Counselor? Role Description As a Counselor, you will help individuals and families who are experiencing a financial hardship. You will provide your clients with available options and assist them in selecting a solution that fits their situation. You will provide counseling over the phone in a call center environment, and will use your newly-acquired certifications, training and interpersonal skills to help put clients' minds at ease and place them on the road to financial success. What To Expect: Provide financial counseling by upholding the standards of the counseling model to consumers in need. The position has many processes and procedures to maintain both in counseling delivery and data capture. Lengthy phone communication with consumers, client referrals and industry representatives. Requires attention, focus and being available for inbound calls in a remote work environment free from background noise and distractions. Ability to handle periods of high call volume, phone interactions, and meet performance standards. Connect with consumers by phone and capture all aspects of the communication and data points using the organizations proprietary software CMS platform. Ability to multi-task and use several software applications including the agencys CMS, outlook, Adobe, Word and a soft-phone. Basic Qualifications: High School Diploma or Equivalent At least 2 years of experience in customer service, call center environment, finance, case management or social services Must be computer literate, have the ability to type at least 25 words per minute and be able to spend your day on the phone Required to obtain NFCC and HUD Housing Counselor Certification within 6 months of start Ability to communicate effectively and professionally over the phone in a high volume in-bound call center environment. Coachable and acceptable to feedback & improvement. Demonstrate ability and interpersonal skills to communicate with supervisor and management team Ability to pass a pre-employment screening process including criminal background check and drug screen Preferred Qualifications Excellent time management, multi-tasking, communication and organizational skills Must have the ability to show compassion while maintaining a distinct level of direction Understanding of call-center and productivity requirements This Full-Time position includes the ability to participate in our full benefits package as follows. Medical, Dental and Vision benefits within 90 days of hire Generous paid time off Student Loan Forgiveness Opportunities 403(b) Retirement Plan Recognition for performance $19.37 Per Hour. Next class begins: In about 30 -45 days. Remote opportunity. To learn more about Navicore Solutions, please visit our Careers site: ***************************************************** Former Customer Service Reps, Collections, Sales Reps, Mortgage & Real Estate professionals and bank employees have all made the successful transition to Counseling. We invite you to apply today and join our team. Making a difference in others lives will make a difference in yours too! Just bring your customer service skills and a basic understanding of personal finance; we will provide the rest of the training needed to be a successful counselor! Compensation details: 19.37 Hourly Wage PI1359bcea699f-31181-39559388

Job DescriptionPosition Title: Commercial & Business-Purpose Loan OriginatorCompany: Trophy Point Investment Group Location: Fully Remote (U.S.-based) Job Type: Full-Time (Employee or Contractor depending on hiring track) Compensation: Competitive Base + Uncapped CommissionTravel/Marketing Stipend IncludedSchedule: Monday-Friday | 9:00 AM - 5:00 PM ESTReports To: COOWebsite: ************************** About the CompanyTrophy Point is a fast-growing private lender specializing in business-purpose real estate loans including fix & flip, DSCR, bridge, multifamily, and small-balance commercial loans. We support real estate investors and business owners by providing fast, flexible capital, strong communication, and full-cycle lending support from origination through servicing. Position OverviewWe are seeking a high-caliber Commercial & Business-Purpose Loan Originator to join a rapidly growing private lending platform specializing in sub-$500,000 business-purpose and investment real estate loans. This role is ideal for an experienced originator who thrives on relationship-building, consistency, and quality deal flow-not a “churn-and-burn” model.Our borrowers are repeat entrepreneurs, fix-and-flip investors, and small-to-mid-size operators who value speed, communication, and reliability. We prioritize long-term partnerships, aiming for 50 strong repeat client relationships versus hundreds of one-off transactions.You will have full support from underwriting, operations, and servicing teams, plus a monthly travel and marketing stipend to grow your book of business responsibly. This is a rare opportunity to join a lender where your expertise matters, your voice is heard, and your earnings reflect your performance without unrealistic volume pressure. What Makes This Role Different• Realistic, stable production expectations Your target is $1-2M per month in the first 6 months, scaling to $4M+ thereafter. No one is asking you to work 80+-hour weeks.• A niche that keeps you competitive Our “second-tier” sweet spot of $500k loan sizes allows us to win business away from both the very large lenders and the smaller mom-and-pop shops. It also creates higher repeat borrower engagement.• High repeat-business environment We recently funded over 100 smaller deals through one borrower who now exclusively returns to us - demonstrating our long-term value and relationship-based model.• You are not alone You work with underwriting and management who genuinely collaborate with sales - not throw files over a wall. When issues arise, we solve them together .• Balanced, flexible culture We value consistency, strong relationships, and professionalism-not burnout.Key Responsibilities Source, evaluate, and originate commercial and business-purpose real estate loans Build and maintain a high-quality borrower pipeline focused on long-term relationships Conduct borrower discovery, analyze deal structure needs, and match with internal products Guide borrowers through the full loan process from application to close Collaborate with underwriting, capital markets, and operations to ensure smooth closings Attend approved industry events, networking groups, and conferences (stipend provided) Maintain accurate pipeline and activity updates in company systems Represent the company professionally while educating borrowers on product offerings Identify strategic opportunities for portfolio growth and borrower retention Qualifications 4-8+ years in private lending, hard money lending, or investment real estate finance Proven ability to originate investor, commercial, bridge, or construction loans Strong relationship management, communication, and negotiation skills Understanding of deal structure fundamentals and borrower qualification A reputation for integrity, consistency, and follow-through Must be comfortable working in a relationship-driven, quality-focused environment Candidates located outside CA and FL preferred Compensation & Support Base Salary: $80,000-$100,000 (experience-dependent) Uncapped Commission Structure Monthly Travel & Marketing Stipend Full remote work environment Supportive, collaborative culture with strong operational partnership Ideal Backgrounds Private lenders: CoreVest, Kiavi, Lima One, Groundfloor, Genesis Capital, RCN, Anchor Loans, Longhorn, Constructive Capital. Small-balance commercial lending firms. Fix & flip, and rental portfolio loan originators. Hard money sales and business-purpose mortgage professionals. Why Join Trophy Point Fully Remote Job Opportunity Work with an ambitious and rapidly growing lender in a high-demand niche. Opportunity for meaningful commission upside based on performance. Collaborative team with end-to-end operational support (origination → underwriting → closing → servicing). Long-term remote work with growth potential. FREQUENTLY ASKED QUESTIONS (FAQ)1. What makes this lending environment different from large national lenders?Our focus is on quality and consistency, not mass volume. We don't require originators to push unrealistic numbers or compete with teams doing billions per year. Instead, we aim for stable, repeatable production and deeper borrower relationships.2. What makes this better than small mom-and-pop lenders?We offer: Speed Reliability Dedicated underwriting Leadership support Professional infrastructure Smaller lenders often lack the capital, systems, and consistency borrowers demand.3. Do I need to build my book from scratch?No.You will receive company-generated inbound interest, warm reactivated accounts, and access to a supportive team helping to accelerate your early production.4. What are the production expectations? Months 1-6: $1M-$2M per month Months 6+: $4M+ per month These metrics are realistic and achievable for an experienced originator.5. What types of loans will I be originating? Business-purpose commercial loans Investment real estate loans Construction loans (where appropriate) Bridge loans Our niche focus keeps you competitive and avoids saturated markets. 6. How does the company support originators?We offer: A travel & marketing stipend for networking and lead generation Weekly communication with underwriting Leadership involvement when deals get complex A collaborative environment - you are not left on an island 7. What kind of clients will I work with?Borrowers typically include: Real estate investors Builders and repeat operators Small business entities Multi-property entrepreneurs We prefer borrowers who value long-term relationships and reliability.8. Does this role offer work-life balance?Yes.Because our expectations are realistic and grounded in relationship-building, originators can thrive without burnout.9. What does success look like in this role? Consistent monthly pipeline Strong borrower retention High-quality deal submissions Measured, predictable production growth Professional communication and partnership with operations 10. What makes this opportunity compelling?You get: A strong salary True earning upside A collaborative culture Stable expectations A niche that gives you competitive advantage A team that supports-not hinders-your ability to close deals E04JI802mkr9408hld2

As a Consumer Direct Loan Originator at GO, you'll have everything you need to succeed and unlimited opportunities. Why Join GO- We have an abundance of leads on all major rate table sites; Bankrate.com, Credit Karma, Nerd Wallet. Additionally, we are developing a local Central Ohio TV Ad Campaign to drive additional High-Quality Purchase and Refinance Leads. GO has a wide variety of loan products to grow your business and become an invaluable resource to your realtors, builders & other referral partners. We live by our Values - Courageous, Collaborative, Considerate and Committed. Transparency- Doing the right thing and helping you understand the why behind it. We will help you market yourself like a PRO! GO has cutting-edge marketing and technology to increase your production and make you more efficient. Best in class coaching - our in-house coaching program gives you support to achieve more. Work with other passionate, purposeful and customer-centric people. Branch Manager University (BMU) - if your plans include running your own branch one day and managing a P&L, our Branch Manager University gets you ready for your next position in the Mortgage Industry. Requirements: You have an active Ohio NMLS loan originator license Have a minimum of 2 years in residential mortgage as a loan originator Experience with consumer direct model, able to manage a volume based pipeline and be self-driven and motivated Preferred Qualifications: Experience working autonomously Desire to grow in an entrepreneurial environment At GO Mortgage, our mission is clear: We make it simple, fast and efficient to finance a home. By delivering uncommonly good solutions not commonly found elsewhere, we've been strengthening communities that enable people to take ownership in their lives as they take ownership of their homes, for over 25 years. From homes searching to purchasing to maintaining to building wealth, we dedicate ourselves to the life of a home through its every stage. Ready to experience it for yourself? Let's GO! GO is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Friedman Real Estate, one of the nation's leading full-service real estate organizations, is looking for a Commercial Real Estate Loan Originator to source, originate, structure, and close commercial real estate financing transactions nationwide. The ideal candidate for the role is an individual with previous commercial real estate finance, banking sales, or servicing experience who is looking for an opportunity to further their career by establishing their own book of real estate business. This position will work closely with company principals, the head of Friedman's commercial mortgage division, and other important stakeholders. The position is commission based with unlimited earning potential. Job Duties: * Responsible for originating, structuring, and closing commercial real estate financing transactions. * Develop and maintain strong relationships in the real estate community with an emphasis on developers, owners, and other sources of third-party origination opportunities. * Prescreen and qualify transactions prior to the underwriting and marketing process. * Reviewing offering memorandum and on a case-by-case basis screening and structuring transactions and preparing underwriting presentations * Working closely with capital sources to secure the most favorable transactions for the client. * Use credit skills to identify strengths and weaknesses of a transaction, which creates structural features to mitigate risks. * Create and maintain relationships with capital sources to achieve superior execution on transactions. * Partner with Friedman's real estate investment sales agents to pitch business and secure staple financing opportunities. Qualifications: * A minimum of 5 years of capital markets experience with a brokerage, investment bank, or principal * Proven track record of originating, underwriting, and structuring relevant commercial real estate debt and equity * Ability to successfully transfer key relationships to the Company * Superior written and verbal communication skills * Collaborative personal/professional style that advances a collegial partnered approach to meeting corporate objectives * Ability to work successfully in a large brokerage institution * Ability to effectively represent customers and business partners * Highly intelligent and creative thinker, with the personal focus, energy, and leadership style to drive business * Track record of creating and developing both client-centric and internal relationships * Well-rounded professional with high personal values, exceptional judgment, and discretion * Travel as appropriate * Bachelor's degree recommended, preferred major in Real Estate, Finance, or Economics Friedman Real Estate is an Equal Opportunity Employer. Applicants are considered regardless of race, color, religion, creed, sex, pregnancy, family responsibility, national origin or ancestry, citizenship, marital status, sexual orientation, transgender status, veteran's status, genetic information, or status as a qualified individual with a disability or any other protected characteristic in accordance with applicable law

Job DescriptionDescription: Looking for Remote Loan Originators Nationwide! If you're motivated to refine your abilities, increase your efficiency, and help more referral partners close more loans, all while enhancing your lifestyle, then you are in the right place! At The Federal Savings Bank you will have the ability to lend in all 50 states and help more clients! We are a veteran-owned, federally chartered bank that offers the widest array of Fannie, Freddie, Ginnie, jumbo, non-QM, reverse, and bank portfolio loan programs that enable you to say YES! We can close your purchases and refinances within 25 days with in-house processing, underwriting, and closing, a fully paid loan officer assistant program, and world class origination and customer fulfillment systems. Additionally, we offer marketing support to optimize your online presence, and maintain strong relationships with past clients and referral partners, and help you grow your business! For more details please contact: Alejandra Villasenor Phone: ************** Email: ************************************* What You Bring: You are an enthusiastic go-getter who is highly motivated You can bring and serve existing referral sources (such as realtors, previous customers, and other lead generators). You can build new referral sources nationwide with the ability to lend in 50 states You possess the ability to master different loan programs, and desire to learn our bank portfolio programs to complete your experience in originating Fannie/Freddie, FHA, VA, and USDA loans What We Bring: Loan programs for every borrower: FHA, VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio programs (ITIN, bridge, 2nd home, investment, etc.), Condos/Co-ops, portfolio construction & renovation programs, reverse mortgage, multi-family & apartment building, commercial, personal unsecured loans and more! Cutting edge mortgage app, digital closing software, and our marketing CRM Annual Chairman's Club trips to fantastic cultural destinations Coaching from your Executive Vice President to help you grow professionally TFSB offers an extensive benefits package, including medical, dental, vision and 401k match! Compensation This position is commission-based 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. Requirements:

Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. High school diploma or equivalent and appropriate licenses as required by state. Valid driver's license and current automobile liability insurance. A minimum of 12 months loan originator experience required. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). Other duties as assigned.

Originate real estate loans in accordance with Federal guidelines and established lending objectives, policies and procedures. Establish and maintain positive relationships with existing and potential customers. Contact bank provided leads within a timely manner and as directed by supervisor, and also promotes and develops relationships with referral sources such as realtors, builders, attorneys, and other affinity groups to generate additional mortgage leads. Interview applicants and request appropriate credit documentation and specified information for loan application. Analyze applicant's financial status, credit and proposed property transaction to determine feasibility of granting loan. Compile upfront compliance information and assure timeline requirements are met. Answer applicant questions. Correspond with applicant to resolve questions regarding application information. Match applicant's needs and qualifications with potential loan programs. Ensure loan meets selected program guidelines. Submit loan package to Processor for processing in a timely manner. Work closely with loan processor to assure loan is handled in a timely and efficient manner in accordance with company policies and guidelines. Inform applicants of loan approval, denial or outstanding conditions. Handle correspondence with applicant in regards to locking of loan and handles actual locking process in accordance with current company procedures and requirements. Provide excellent customer service and solves customer related problems quickly. Maintain and enhance market awareness including economic information, housing data and competitive trends; based on this information, helps develop programs or recommends product enhancement to address customer needs. Maintain and enhance personal knowledge of products and services as well as the laws, regulations and internal policies and procedures appropriate to the position. Establish and maintain positive working relationships with Realtors, Business Partners and any other potential business sources. Support and cultivate bank referrals and relationships. Communicate with all mortgage operations staff, along with others in the bank, by always projecting a positive, professional image. Perform other duties when assigned. This position can work remote from any location within our market areas. High School Diploma and commitment to continuing job related course work. Two (2) years of loan originating with proven ability to support a pipeline of 10+ loan applications per month. Working knowledge of prequalification principles and practices OR two (2) years of originating experience. Strong sales skills. Basic computer knowledge including Encompass, Microsoft Word, Excel, and a general understanding of the Internet. Basic math ability. Basic accounting/bookkeeping skills. Ability to use a financial calculator. Must be detail oriented; have the ability to prioritize. Possess solid organizational and time management skills; and have solid problem solving and decision making skills. Solid written and verbal communication skills are a must. Must be able to work independently and handle multiple priorities under deadline pressures and time restraints. Must strive for and consistently achieve customer satisfaction.

Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties Support and educate clients as they work through the intake process and finalize their loan closing Ensure all initial application data and documents are accurate and complete before submitting to Processing Act as primary point of contact and set clear client expectations on timelines and requirements Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements Mastery of all loan types available Manages leads with intricate profiles including complex self-employment and asset structures Proactively structures loans to meet program requirements before submission to processing Identifies friction points during the process and proposes solutions to Management Ensure that all loans originate in full compliance with federal and state regulations Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA Deep understanding of mortgage loan products and underwriting guidelines Self-driven with the ability to work independently and collaboratively Excellent organizational skills, able to set and meet deadlines in a high paced environment Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization Intellectually curious and interested in applying technology to enhance business processes Prior experience in wholesale and/or correspondent channels Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements Mortgage Loan Originator License 4+ years of experience Strong knowledge of Conventional Conforming and Jumbo guidelines Solid understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $70,000 - $88,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Handshake is recruiting Credit Counselor Professionals to contribute to an hourly, temporary AI research project-but there's no AI experience needed. In this program, you'll leverage your professional experience to evaluate what AI models produce in your field, assess content related to your field of work, and deliver clear, structured feedback that strengthens the model's understanding of your workplace tasks and language. The Handshake AI opportunity runs year-round, with project opportunities opening periodically across different areas of expertise. Details The position is remote and asynchronous; work independently from wherever you are. The hours are flexible, with no minimum commitment, but most average 5-20 hrs The work includes developing prompts for AI models that reflect your field, and then evaluating responses. You'll learn new skills and contribute to how AI is used in your field Your placement into a project will be dependent on project availability-if you apply now and can't work on this project, more will be available soon. Qualifications You have at least 4 years of professional experience in one or more of the following types of work. The examples below reflect the types of real-world responsibilities that you might have had in your role that will give you the context needed to evaluate and train high-quality AI models Evaluate clients' financial situations by reviewing income, debts, and expenses to develop personalized debt management plans and budgets. Explain financial services, policies, and strategies, including debt management programs and creditor negotiations, to help clients achieve financial stability and avoid bankruptcy or foreclosure. Maintain detailed records of client interactions and financial activities. You're able to participate in asynchronous work in partnership with leading AI labs. Application Process Create a Handshake account Upload your resume and verify your identity Get matched and onboarded into relevant projects Start working and earning Work authorization information F-1 students who are eligible for CPT or OPT may be eligible for projects on Handshake AI. Work with your Designated School Official to determine your eligibility. If your school requires a CPT course, Handshake AI may not meet your school's requirements. STEM OPT is not supported. for more information on what types of work authorizations are supported on Handshake AI.

Primary roles and responsibilities: * Provide excellent customer service to students, parents, and colleagues. * Provide one-on-one financial aid counseling to students and families. * Evaluate and verify financial aid documents, including income tax returns and verification worksheets. * Determine eligibility for federal, state, and institutional aid programs. * Package financial aid awards for eligible students based on established guidelines and available funding. * Complete verification and process professional judgement requests. * Process withdrawals and R2T4 calculations. * Maintain accurate and confidential student financial aid records. * Enter financial aid data accurately into the student information system. * Respond to inquiries via phone, email, and in-person visits promptly and professionally. Resolve student financial aid issues and concerns. * Generate reports and analyze data to assist in decision-making processes. * Stay informed about changes in financial aid regulations and policies. * Ensure compliance with federal, state, and institutional rules and regulations. * Conduct financial aid workshops and presentations for prospective and current students. * Serve as a resource for students, parents, and school counselors on financial aid matters. * Assist with the development and distribution of financial aid-related materials. Qualifications: * Bachelor's degree or related experience\/training. * Knowledge of federal and state financial aid programs. * Strong interpersonal and communication skills. * Ability to explain complex financial aid concepts in a clear and understandable manner. * Attention to detail and ability to manage multiple tasks. * Excellent customer service orientation and a commitment to helping students succeed. * Proficiency in computer applications and data entry. * Positive work ethic and ability to work both independently and as part of a team. Capital University offers a rich benefits package that includes medical, dental, vision, retirement, family education benefits, short-term and long-term disability, life insurance and free parking. Capital University is currently unable to sponsor employment Visas or consider candidates who will require Visa sponsorship. Interested candidates must submit cover letter and resume when applying. Visit capital.applicantpro.com\/jobs\/ to apply All inquiries should be made to: Mary Cannon, ********************* For more information on Capital University, visit our website at

The Member Center Mortgage Loan Originator (MCLO) is responsible for helping members purchase homes and save money by refinancing existing mortgages through effectively building relationships with builders, real estate agents, member center staff, other centers of influence and promote the credit union mortgage capabilities throughout the credit union's footprint. 1) Originates first mortgage loans from members and non-members. Explains the credit union's mortgage programs and aids in the selection of mortgage products. Reviews loan conditions with borrowers and collects required documentation. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (40%) 2) Manages personal loan pipeline and communicates loan status to borrowers, and related parties such as real estate agents, builders, etc., and follows up appropriately with leads (within 24 hours) and applications. (25%) 3) Maintains effective working relationships with the Member Center partner employees to provide mortgage knowledge and generate application referrals. (20%) 4) Establishes and maintains relationship with area realtors, builders, other centers of influence such as financial advisors and creates relationships within the credit union with other departments (retirement solutions and member business services) to provide them with information regarding the credit union's first mortgage products and programs to increase origination volume. (10%) 5) Identifies opportunities and assists in introducing borrower to member center personnel to expand the relationship beyond the first mortgage loan. Also, complete all required compliance and annual training courses timely and within credit union guidelines. (5%) Required Skills The Member Center Mortgage Loan Originator possesses the following knowledge and skills: 1) A high school diploma or equivalent is required. 2) Minimum of two years previous experience originating first mortgage loans is preferred. 3) Strong ability to build effective relationships with member center staff, builders and real estate agents. 4) Strong communication skills, both verbal and written, including ability to share negative information in an effective, yet positive manner. 5) Demonstrated ability to quickly learn and utilize the necessary software to complete job functions, especially Credit Union's mortgage loan origination and processing systems, along with third party web sites. 6) Demonstrated ability to understand and analyze information regarding reviewing credit reports, automated underwriting decisions, property appraisals, title commitments, purchase agreements and other mortgage related documents, as well as prepare mortgage closing packages. 7) Demonstrated ability to learn and adhere to federal and state regulations/laws. 8) Demonstrated basic knowledge of Microsoft Office products. 9) Valid driver's license and ability to operate a motor vehicle. 10) NMLS registration to be Safe Act compliant.

Return to Careers Division/Department Financial Aid Reports to Director for Financial Aid Type Full-Time The Financial Aid Counselor, under the direction of the Director of Financial Aid, is responsible for interpreting federal, state, and institutional financial assistance rules, policies and procedures. The counselor will conduct a wide range of activities necessary for insuring that students meet all eligibility requirements for awarding all federal, state, and institutional aid. Essential Duties & Responsibilities * Review eligibility of student aid applicants and conduct application verification * Award financial aid to eligible students, per federal, state and institutional guidelines * Provide quality customer service to students, their parents, and university personnel * Communicate with students and parents in person, by telephone and email * Generate award letters and other correspondence * Assist in the university's recruitment and retention efforts through campus outreach, high school visitation, college fairs and alumni activities * Serve as a liaison between financial aid and other campus offices regarding financial aid administration and processing * Promote a positive image of the Financial Aid Office by making group presentations which explains both the various financial aid programs and associated application processes. * Assists in the preparation of required statistical reports by collecting data and keeping accurate records on programs administered by the Financial Aid Office and by designing and revising forms as appropriate. * Default Management * Reconciliation * Other duties as assigned by the Director Required Knowledge, Skills and Abilities * Strong oral and written communication skills * Proficiency in Microsoft excel, word processing and other computer related skills * High level of customer service skills and interpersonal skills * Ability to multi-task in fast paced situations * High level of accuracy and attention to detail Minimum Qualifications * Proficiency in using the BANNER System, a plus * A minimum of 3 years of financial aid administration experience required. Note: Documents must be saved in .pdf format with your name and job title in the document name. Other formats cannot be processed. Wilberforce University Founded in 1856, Wilberforce University is America's first private, coeducational University established to educated men and women of African descent; and is closely affiliated with the African Methodist Episcopal Church. Today, Wilberforce is a well-respected private, residential liberal arts university with a clear mission, core values and vision for the future and is a noted pioneer in the Co-Operative Education Movement. Wilberforce awards the Bachelor of Arts and Bachelor of Science degrees in the areas of business, engineering and computing science, humanities, natural sciences, and social sciences; as well as the Master of Rehabilitation Counseling degree. The University is located in Wilberforce, Ohio, a community readily accessible to the Dayton, Cincinnati and Columbus metropolitan centers' social, professional and cultural amenities and airports. Wilberforce University is an Equal Opportunity Employer How to Apply: To apply for the Financial Aid Counselor position, use the "Quick Apply/Submit Resume" button below to submit your information, cover letter and resume to the Wilberforce University Department of Administration and Human Resources.