Commercial Loans jobs near me - 23 jobs

The Commercial and Small Business Closing Coordinator III will be responsible for completing the due diligence for new loans and modifications, as well as facilitating the loan closing process by preparing closing documents or coordinating with external legal counsel. This position will effectively manage the loan from post customer acceptance through the closing to ensure outstanding customer satisfaction. Essential Functions * Order, review and analyze all required third-party vendor documents in relation to the collateral to be held on the loan * Thoroughly review and understand approved credit memos * Complete all due diligence associated with the satisfaction of loan approval conditions as established by Northwest policies and procedures, as well as customer identification requirements in a timely manner * Verify the loans have been approved by the appropriate level of authority * Manage the closing process through direct engagement with customer, lender, underwriter, attorney and/or title company. * Conduct review of all loan documentation to ensure all legal, credit, collateral, and regulatory requirements are included in the documentation. This may include a wide variety of real estate and commercial documents and contracts, leases, assignments, easement agreements, title reports, appraisals, surveys, mortgage loan documentation, entity formation documentation, partnership agreements and other real estate transaction documentation. * Manage title company process on originated loans including reviewing, analyzing title documents and encumbrances, surveys and parcel maps, leases, and purchase agreements. Communicate with the borrower to see that all title requirements are met at closing. Collateral may involve real estate in multiple counties and states. * Coordinate the post-closing Legal Review of all loan documents for accuracy and completeness. * *Ensure all original documents are scanned and uploaded to the system of record * * Compile vital documents for the creation of paper file to be housed in vault * * Original documents are received via inter-office, USPS or overnight services * * Coordinate any curative actions required by the independent Quality Control/Legal Review. * Ensure all documents to be recorded at county level are completed * * Record via E-File OR * * Send recording to county courthouse with appropriate recording payment * Verify all applicable fees have been collected from the borrower and loan proceeds disbursed according to schedule. * Send loan specific information to Loan Servicing for core system input and/or verification and maintenance. * May be engaged in portfolio management work as needed. * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Qualifications * Bachelor's Degree Business, Business Law, or Paralegal Program preferred * 2 - 3 years Commercial real estate lending preferred Or * 2 - 3 years Loan closing and documentation function in law firm preferred Or * 2 - 3 years Experience in title company closing commercial loans preferred This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day. INDEPENDENCE, OH * 6480 Rockside Woods Blvd S Suite 345 Independence, OH 44131 COLUMBUS, OH * HQ 3 Easton Oval Columbus, OH 43219 BUFFALO, NY * 375 Essjay Road Suite 100 Buffalo, NY 14221 MOUNT JOY, PA * 101 East Main Street Mount Joy, PA 17552 WARREN, PA * 100 Liberty Street Warren, PA 16365 ERIE, PA * 800 State Street Erie, PA 16501 PITTSBURGH, PA * Bellevue 532 Lincoln Avenue Bellevue, PA 15202 * Pittsburgh Business Office 525 William Penn Place Suite 3550 Pittsburgh, PA 15222 FISHERS, IN * 11 Municipal Drive Suite 150 Fishers, IN 46037 #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Job DescriptionJob Summary:We are seeking a motivated and experienced Commercial Loan Officer to join our team. The ideal candidate will be responsible for originating and managing commercial loan portfolios, building relationships with clients, and providing expert financial advice to meet their commercial lending needs. This role requires a deep understanding of the commercial lending process, strong analytical skills, and the ability to work collaboratively in a team-focused environment.Key Responsibilities: Loan Origination: Identify and develop new commercial lending opportunities by networking, cold calling, and leveraging existing relationships. Client Relationship Management: Build and maintain strong relationships with business owners, veterans, and other clients, ensuring a deep understanding of their financial needs and objectives. Loan Analysis: Conduct thorough financial analysis and risk assessment to evaluate the creditworthiness of loan applicants. Review financial statements, credit reports, and other relevant documents. Loan Processing: Guide clients through the loan application process, ensuring timely and accurate completion of all required documentation. Collaborate with underwriters to secure approval. Portfolio Management: Manage and monitor a portfolio of commercial loans, ensuring timely payment, compliance with loan terms, and proactive identification of potential risks. Compliance and Regulations: Stay informed about industry regulations, company policies, and market trends to ensure all lending activities are in full compliance. Team Collaboration: Work closely with other team members, including underwriters, loan processors, and sales representatives, to provide seamless service to clients. Market Analysis: Conduct market research to identify new business opportunities and stay updated on economic trends that may impact lending activities. Qualifications: Experience: Minimum of 3-5 years of experience as a Commercial Loan Officer or in a similar role. Education: Bachelor's degree in finance, business, economics, or a related field is preferred. Skills: Strong understanding of commercial lending practices and financial analysis. Excellent communication and interpersonal skills. Ability to manage multiple tasks and work under pressure. Proficient in Microsoft Office Suite and loan management software. Licensing: Relevant state licenses for loan origination are required. Veteran Status: Military experience or a strong connection to the veteran community is highly valued.

Title: Vice President of Commercial Services Reports to: Chief Sales Officer Supervises: Commercial Relationship Managers and Treasury Management Sales and Onboarding Teams Status: Exempt Objective The Vice President of Commercial Services assumes overall leadership responsibility and control of all aspects of Commercial Business and Treasury Management sales strategies, policies, and programs necessary to develop and grow the Credit Union s commercial loan and deposit services and achieve business membership growth goals. This position leads and provides expertise in all sales functions of the Commercial Services Department. Functions include Commercial Lending (including complex credits), Cash/Treasury Management, Portfolio Management, Fee Management, and ancillary products and services that are valuable to Business Members. This position is a critical leadership role providing guidance and support to the Commercial Services team in order to achieve organizational business goals and objectives and partners with other lines of business to support a business owner and their employees personal financial needs. Duties and Responsibilities Oversees the strategic direction, development, and execution of the organization s treasury management program and services to enhance the member experience through innovative treasury solutions Responsible for the conceptualization and implementation of Commercial Services growth sales strategies, initiatives, and programs for both lending and deposit/revenue solutions In partnership with the Branch Director, develops, implements and continuously improves a plan to grow small business membership and initiate small business lending activities through branch associates Provides initial review of new lending opportunities to determine viability and next steps to ensure both quality loan production, relationship deepening, and a great member experience Develops and implements commercial and TM sales team related policies, procedures, risk controls and tools and resources Develops and executes strategic sales plans to achieve individual and team revenue goals; Prepares proposals, pricing models, and RFP responses; Maintains a robust pipeline of opportunities and track progress Serves as a subject matter expert on commercial loan/deposit and treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management. Provides oversight responsibility for Treasury management services provider, ensuring service level agreements (SLAs) are met, and resolving performance issues to maintain high-quality service delivery; Negotiate and oversee contracts with suppliers, ensuring compliance with company policies, cost-effectiveness, and alignment with organizational goals. Develops, implements, measures and continuously improves membership initiatives and strategies to attract new business members and commercial loans and deposits Manages required reporting and supports the coordination of annual relationship reviews Seeks out and attends various community and membership-based events to provide visibility for the credit union and cultivate a strong COI network; Performs public presentations that support the organization s community and civic objectives Manages the department's budget, including forecasting, monitoring expenses, and ensuring financial targets are met; Develops and implements budget plans to optimize resource allocation and financial performance Gathers and analyzes member feedback to continuously improve services and member satisfaction; Develop and implement strategies to enhance member experience and address needs effectively Oversees the commercial services team by interviewing, hiring, and training new team members, as well as developing credit union associate coaching sessions, monitoring productivity and tactical execution, and conducting written performance reviews. Provide guidance and direction to the team in developing and assigning priorities as well as monitoring the status of special projects on an ongoing basis Assist in other areas as directed by Credit Union management Develop an understanding of credit union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Must be able to relate to other people beyond giving and receiving instructions: Work well with partners and peers Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Respond appropriately to constructive feedback from a supervisor Required Qualifications Bachelor's degree in business, finance, related field or equivalent education and experience Seven to ten years of related progressive experience in Commercial Business Development and sales, Portfolio Management (including workout) or Treasury Management preferably in a financial services environment Minimum five years proven leadership experience managing large teams and complex programs; Strategic management of sales or Business Development Department Strong project / program planning and execution experience Ability to work in a fast-paced, results-driven environment Excellent verbal and written communication skills and interpersonal abilities Formal Commercial Credit Training preferred Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) designation preferred at time of hire or required within 12 18 months of hire. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. #LDRKMB

Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleThe Sr Business Development Manager will originate commercial loans using the Small Business Administration (SBA) 7a, 504 and USDA B & I Programs; gathering applications, performing financial analysis flow, and presenting loan approvals that meet credit policy requirements. The position directly interacts and manages client relationships.What You'll Do Originate new loans to qualified businesses as defined in the US SBA and the USDA B & I Program. Originate SBA and USDA loans from small business clients in accordance with established annual goals and objectives. Originate new business through paid and non-paid referrals and direct customer contacts Identify and develop or expand referral relationships to source client/loan opportunities. This will include making presentation(s) and working with COI's, State USDA offices and CDC Offices to manage and grow client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan in accordance with the Bank's mission Work with GGL division team members on all loan submissions and qualification matters, including obtaining from clients all necessary documentation needed to close the transaction. Manage client relationships and expectations of new accounts by taking loan applications and providing ongoing customer service. Act as primary liaison with the client and handle any issues/problems promptly. Maintain and build open communication for the duration of the loan cycle Prescreen loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follow-up on any exceptions or account matters Manage client relationships on originated loans from application to loan closing. Make periodic site visits to SBA clients within defined market region to assist the Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sell bank services to new and existing loan relationships and manage relationships, as required Participate in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Maintain strong working relationships with referral contacts. Educate clients of advantages and create brand recognition in the market. Attend local SBA functions to establish Banks presence and cultivate CDC/USDA relationships About You 6+ years of SBA lending experience, and bachelor's degree or an equivalent combination of training and experience Experienced in marketing, sales, and business development Have an active COI Network to source SBA & USDA opportunities to fit either program Excellent verbal, written, and interpersonal communication skills Have strong working knowledge of financial analysis including cash flow, balance sheet, financial ratios, collateral, and economic and industry analysis Have general knowledge of loan structuring and loan pricing to manage ROI for the loans generated Work Location Remote Time Zone Requirements Local hours (PT, MT, ET) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements Monthly/quarterly/as needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 115,000-135,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AW1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.

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: This position will support the Servicing and Asset Management department and serves as the primary resource for insurance monitoring and compliance for a book of commercial loans financed through Fannie Mae, Freddie Mae, FHA, Life Insurance Companies and Other lending programs. Specific responsibilities include, but are not limited to: Review, analyze and interpret all types of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor requirements, government regulations (Fannie Mae, Freddie Mac and FHA/Ginnie Mae) and internal policies and procedures Review replacement cost and loss of income calculations for commercial real estate insurance policies to ensure compliance with loan documents and investor guidelines Complete Blanket Analysis as required Review casualty losses incurred on commercial properties and advise internal and/or external clients regarding insurance coverage and loss proceed requirements relating to those casualties Correspond, as necessary, with borrowers, insurance agents, and insurance companies to resolve any loan compliance issues or discrepancies related to insurance Subject matter expert who can be a resource for other associates relating to insurance and resolve insurance related discrepancies Monitor the insurance process and ensure that proper insurance coverage is in place for the commercial real estate properties securing loans serviced by the department as required by the loan documents, investor requirements, government regulations and internal policies and procedures Work closely with management and staff to ensure compliance with policies and procedures relating to insurance including, but not limited to, collection of insurance certificates (ACORD form) and/or policies, payment of premiums, monitoring expirations, etc. Recommend enhancements to insurance related processes that reduce risk and increase efficiencies Monitor and ensure the data contained in the loan servicing system, as well as investor and GSE (Government Sponsored Enterprise) websites, is updated to reflect the current status regarding insurance policies including, but not limited to, effective dates, coverage amounts, etc. Oversee the process for securing any forced place insurance coverage that is required due to non-compliance with loan agreements and advise management regarding costs, coverage and risks associated with those policies Assist with the coordination of insurance matters relating to servicing transfers - incoming and outgoing Ensure appropriate documentation of completed compliance reviews Must be a team player and have the willingness to help others when needed Achieve or exceed minimum training hours as stated in the department's policy Some travel may be required Other duties as assigned Required Skills / Qualifications: Extensive knowledge of the various types of commercial property insurance policies Commercial insurance agency and/or servicing work experience Insurance compliance background including, but not limited to, coverage discrepancies, industry standards and government regulations Strong written and verbal communication skills Demonstrated ability to work with teammates and customers at all levels within an organization Strong PC skills, including a demonstrated proficiency with Microsoft Office applications such as Excel, Outlook and Word Professional and polished demeanor Excellent time management skills with a demonstrated ability to multi-task, follow through on commitments, meet deadlines and drive results Ability to work well under pressure and within tight time constraints, process high volumes, including the ability to work overtime if required Strong customer service skills Desired Skills / Qualifications: Insurance certifications and/or designations such as CIC, ARM, AU, CLCS, CPCU Commercial multifamily insurance compliance background relating to FNMA, FHLMC and FHA/GNMA Prior commercial real estate loan servicing experience 4 year degree Truist stands for better. Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better. Touch. Technology. Trust. Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients. #LI-REMOTE #Grandbridge #RealEstate 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

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 Software Engineer Principal within PNC's Lending Technology organization, you will be based in Pittsburgh, PA, Dallas, TX, Miamisburg, OH, or Jacksonville FL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. As a Software Engineer Principal, you will drive engineering standards with the architects and developers, be the point of collaboration, and become the engineering SME for the various systems involved. You will be primarily work with Retail Lending payment orchestration related projects dealing with mortgage, credit card, personal, and commercial loans. Candidates must be proficient in: - Strong knowledge in object-oriented analysis and design. - Expertise in designing, building, and maintaining high volume, distributed Restful API's and Microservices. - Proven experience leading and driving complex technical enterprise engagements - Excellent communication, collaboration and organizational skills - Strong working experience leveraging Agile methodologies (Scrum and Kanban) ***PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.***Job Description Aligns business strategy with software solutions. Proposes, designs & codes software solutions to address complex business needs. Oversees technical and procedural documentation required. Leads complex problem solving. Provides technical guidance and support to colleagues and solution development. Displays an innovative approach to apply modern principles, methodologies and tools to advance business initiatives and capabilities. 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. Preferred SkillsApplication Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) DesignCompetenciesApplication Design, Architecture, Packaged Application Integration, Product and Vendor Evaluation, Software Process Improvement (SPI), System Development Life Cycle, Technical TroubleshootingWork ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. 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) LicensesNo Required License(s) Pay TransparencyBase Salary: $65,000.00 - $165,600.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 08/01/2025, 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.

Newtown Savings Bank is seeking an organized, self-motivated, multi-tasker to join our Loss Mitigation (Collections) team as an Account Resolution Specialist I . The Account Resolution Specialist I is responsible for the collection of delinquent accounts in compliance with Bank procedures as well as with State and Federal collection regulations. Assists with reporting and special projects as needed. This is an onsite opportunity at our corporate office in Newtown, CT. This role has a remote option of one day per week. PRIMARY RESPONSIBILITIES Contact customers in an effort to secure payments on past due loans in accordance with Bank policies/procedures and Fair Debt Collection Practice Act while utilizing loss mitigation strategies. Document all collection efforts and maintain accurate and up-to-date files. Perform daily collections on residential mortgages, HELOC's, Heloans, Consumer and Commercial loans as well as perform all investor calls commencing when the account is 30 days or more past due. Ensure adherence to Loss Mitigation for various investor loan guidelines, employing collection and foreclosure prevention strategies that are designed to meet the goal of bringing delinquent mortgage loans current in as short a time as possible. Order Collection letters, title searches, drive-by appraisals, credit reports and prepare Demand letters, EMAP Notices and Write-Down analyses in accordance with departmental procedures. Deliver various investor's Borrower Response Packages (BRPs) to delinquent borrowers on a monthly basis. Submit service requests to Loan Servicing including waiving of a fee or reapplication a payment, ordering escrow analysis and payoffs, etc. Work with Loan Servicing when escrows and HOA dues are delinquent. Ensure new bankruptcy filings are set up properly on collection and core servicing system. Prepares and files accurate proof of claims on Chapter 13 and all Chapter 7 cases with the bankruptcy districts. Monitors accounts during the bankruptcy process to ensure all documents have been received by the bankruptcy districts and the proper application of all payments received for Pre- and Post-petition payments. Prepare various daily posting sheets. Order third party reports such as Appraisals, Property Inspections, Credit Bureau Reports, Title Searches, and etc. as directed by Account Resolution Specialist II and/or Loss Mitigation Supervisor/Manager. Cross-train on the submission of the monthly investor delinquency reports to each investor directly. Participate in various civic and community functions to further enhance the image of the bank and to network for continuous new business opportunities Provide prompt and courteous service to all external and internal customers. POSITION REQUIREMENTS High School Diploma and a minimum one year of collections experience preferred. Good oral and written communication skills; be able to communicate with customers professionally, with tact and diplomacy. Strong organizational and analytical abilities. Ability to problem solve. Attention to detail, work within deadlines, be able to work independently or in a team environment. Proficient in MS Word, Excel and Outlook. Familiarity with the COCC Insight operating system and IBS CARM-Pro, is a plus, but not required. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short and long term disability programs. Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.

Mechanics Bank is currently searching for a SBA Servicing Underwriting & Portfolio Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in Seattle, Washington. This role is critical in supporting the Bank's SBA lending initiatives by performing in-depth credit analysis and credit risk assessment for assigned loans in the Bank's SBA portfolio to meet compliance with SBA guidelines and Mechanics Bank credit policies and procedures. This position requires expertise in SBA loan programs (7(a), 504, SBA Express), cash flow analysis, evaluating financials statements, business and personal tax returns analysis, covenant compliance monitoring and understanding legal rights of Lender under the loan documents. What you will do: • Portfolio Management: Own full management of assigned SBA loans portfolio. Correspond with/contact Borrowers directly on a regular basis to discuss all issues. Analyze and complete spreads from financial statements, tax returns, and cash flow analysis for existing SBA loans. Ensure adherence to SBA SOPs, internal credit policies and regulatory requirements. • Credit Risk Management: Perform in annual loan reviews to determine the appropriate risk rating of the portfolio. Monitoring credit risk based on financial statement analysis and covenant compliance. Prepare detailed credit memoranda with risk rating assessments and recommendations. Monitor borrower performance, payment delinquencies, and help identify potential credit risks. Prepare and mail out letters requesting financials, notifying loan defaults (NODs), etc. for credit risk management. • Support portfolio management and reporting activities: Review tickler reports and follow up with borrowers to obtain outstanding financial conditions. Request for waivers with supporting documentations for financial conditions and/or covenant violations. Assist with watch and problem loan reports to develop problem loan credit solutions. • Review and analyze any third-party exhibits such as appraisals, environmental questionnaires/Phase I & II reports, legal documents such as business organization documents, UCC lien searches, title reports, credit reports, etc. • When appropriate, assist in the liquidation process ensuring that the government guarantee is protected and collaborate with and provide support to the Bank's assigned special assets team. • Other duties as assigned Who you are: High school diploma or GED is required. Minimum of 5 years of experience in SBA and Commercial Loans Underwriting is required. Undergraduate degree in Finance, Business, Accounting, or related field is preferred. Additional experience may be considered in lieu of a degree. Knowledge of Servicing and Origination SBA SOPs in force. Intermediate-level credit analysis skills. Adequate math, accounting and finance skills. Current and comprehensive knowledge of SBA products and SOPs. Excellent written and verbal communication skills. Ability to multitask and prioritize. Ability to work in a fast paced, production environment with time constraints. Self-starter, results and process oriented, collaborative team player. Ability to give and take direction. Proficient in Word, Excel and commercial credit analysis programs. Knowledgeable in loan documentation and real estate and commercial lending vocabulary. Experience with SBA Liquidation process is a plus. ADA Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 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. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. • Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate. #LI-DNI Pay Range: $85,000.00 - $125,000.00 annually AIP/Bonus: up to 10% Eligible for commission and incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Supervisor Commercial Loans is a seasoned collections supervisor with prior management, mortgage, and Commercial experience. This individual will be responsible for the Commercial/Bridge Collections. Direct Reports * Team Lead Collections * Commercial Loan Consultant Principal Duties List of required duties below. Distinguish on-site duties with a *. * Responsible for maintaining staff. * Provides guidance, leadership, and mentors personnel to develop and reinforce skills and effectiveness. * Understanding all products, services, procedures, and guidelines and communicate the same to all team members. * Monitors inbound Commercial call production and performance results involving Loss Mitigation options and resolutions on Commercial/Bridge loans. * Understanding historical data of payment history and notes to determine a resolution for delinquency. * Understanding and reviewing the Client Matrix to know what assistance can be offered. * Reviews commercial list for ACH's that have not drafted and researching the issues. * Reviews list for upcoming maturity dates and reaches out to portfolio manager to get a plan of action. * Recognizing what workout plan would benefit the borrower and knowing the process, short sales, modifications, forbearances, extensions, repayment plans, etc. * Reviews documents to determine whether they meet eligibility requirements for assistance. * Reviews the Client Matrix to understand what can and cannot be offered to the borrower to assist with curing the delinquency. * Reviews resumes and completes interviews to fill open positions. * Proper documentation: detailed record of all customer communications, payment plans and future resolutions. * Communicates daily with workforce management regarding calls holding, dialer calls left to complete, when to start and stop campaigns, agents break and lunch schedules, etc. * Reviews feedback provided by portfolio managers and/or clients and implementing changes or coaching as needed. * Reviews and follows up on supervisor call backs. * Reviews and completes escalation complaints. * Ensures representatives stay within defined production expectations (e.g., inbound call loop, etc.). * Corrects errant activity and when appropriate provides feedback. * Tracks daily results of work efforts to assure required levels of production and efficiency are achieved including ensuring the shared Commercial email boxes and voicemail boxes are handled daily. * Communicates daily with portfolio managers and/or clients for situational needs or escalations. * Able to professionally communicate with portfolio managers, other supervisors, and management team members to support agents and maximize customer satisfaction. * Reviews list that agents have worked to ensure the agent has followed protocol for attempts. * Resolves Human Resources issues, as necessary. * Updates commercial connection website with information regarding client updates. * Monitors employee timecards for discrepancies and corrects as needed. * Assists audit department by doing random sample audits of account records. * Supplements the efforts of our Audit Personnel by randomly monitoring some live calls. * Monitors auto-dialer campaigns and collector's manual calling efforts. * Reviews and submits monthly bonus information. * Identifies process issues and suggests improvements and/or changes. * Performs related duties as assigned by management. * These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site may still require partial on-site work to perform the role satisfactorily. Education and Experience Requirements * High school diploma or equivalent, required. * Bachelor's degree, preferred. * 6+ years' experience in finance, collections, commercial, customer service, or a related industry. * Previous management experience. Knowledge, Skill, and Ability Requirements * This individual must be flex-able and able to work different hours/shifts if needed. * Must be a good motivator, self-driven, willing to do what it takes to "get the job done". * Managerial skills including strong organizational, communication, and leadership skills. * Ability to train and motivate employees. * Ability to manage data to maximize work efforts and multitask. * Excellent overall computer skills including Excel, email, and written skills. * Proficiency with technology, computers, software applications and phone systems * Ability to remain calm and professional during difficult situations. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans.

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 E04JI802mkr9408bepl

Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois Duties and Responsibilities: Underwrite and close broadly syndicated, complex commercial loans Understanding of Financial Institutions Insurance Provide credit recommendations to the appropriate level of credit administration Review loan documentation in consultation with legal counsel Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members Basic Qualifications: Bachelor's degree required 7 or more years of Financial Institution portfolio management experience Preferred Qualifications: Insurance experience in Property Causality and Life is highly preferred 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus. Industry knowledge and established networks within the FIG sector highly preferred Completion of formalized credit training program Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk Proven ability to manage workflow and deadlines, while effectively balancing competing priorities Demonstrated leadership experience by providing coaching, skill development and feedback to team members Proven negotiation skills Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process Strong written and verbal communication skills High degree of professionalism #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00- $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Job Description Title: Commercial Loan Servicing Specialist Reports to: Director of Commercial Credit Supervises: None Status: Non-Exempt Objective The Commercial Loan Servicing Specialist is responsible for supporting the accurate administration and servicing of commercial loan products including term loans, SBA loans, lines of credit, and construction loans. This role ensures regulatory compliance and delivers exceptional member service throughout the loan lifecycle. Duties and Responsibilities Administers new loan origination and transfer of servicer boarding records to the core system Services a diverse portfolio of commercial loans, including term, SBA, construction, and revolving credit facilities Collaborates with third-party loan servicers to ensure timely and accurate portfolio management Processes loan payments, advances, and payoffs in accordance with established procedures Monitors loan covenants, insurance coverage, and compliance deadlines Maintains complete and accurate loan documentation and servicing records Coordinates loan modifications, renewals, and extensions in partnership with internal stakeholders Responds to borrower inquiries and resolves servicing-related issues promptly and professionally Prepares and distributes reports for internal teams and regulatory agencies Supports audits, examinations, and portfolio reviews Ensures strict adherence to internal policies and applicable regulatory requirements (FDIC, OCC, SBA, etc.) Participates in the implementation and enhancement of Servicing and Loan Origination System (LOS) platforms Assists in gathering business requirements, mapping workflows, and configuring system settings Supports integration of third-party services, including credit bureaus, identity verification, and document management tools Conducts system testing and provides actionable feedback to development teams and vendors Monitors system performance and recommends improvements to enhance scalability and user experience Collects and compiles Home Mortgage Disclosure Act (HMDA) data from loan origination systems and other relevant sources. Reviews and validates HMDA Loan Application Register (LAR) entries for accuracy, completeness, and regulatory compliance. Performs regular HMDA quality control checks to identify and correct data discrepancies prior to submission. Assists in preparing, organizing, and validating documentation and datasets required for internal audits, external regulatory examinations (e.g., CFPB, OCC, FDIC), and periodic compliance reviews. Ensures system compliance with data security protocols and regulatory standards Assist in other areas as directed by Credit Union management Develop an understanding of credit union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Relates to others beyond giving and receiving instructions: Works well with partners and peers Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Responds appropriately to feedback Required Qualifications High school diploma or equivalent education and experience 3 years of experience in commercial lending or loan servicing Strong understanding of commercial loan structures, servicing practices, and regulatory frameworks Strong working knowledge of Microsoft Office Suite (Excel, Word, Outlook) Demonstrates strong attention to detail and organizational skills Values a high degree of accuracy and speed Professional demeanor Exceptional verbal and written communication skills Adapts to quick changes in pace or workload Ability to work well independently, or as part of a team Assertive problem-solving skills Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. #CRPKMB

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities The Loan Review Senior Consultant has the opportunity to work either remote, hybrid, or in person. Responsilibities: Review samples of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc Document compliance with loan policies, lending procedures and applicable regulations Document observations and variations and discuss with the client Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issues or ideas that benefit the client Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness Conduct activities consistent with established banking policies, procedures and systems, including the Bank Secrecy Act and all applicable State and Federal laws and regulations Work on internal projects, propose time saving measures and contribute to team goals Contribute to business development work as assigned Provide guidance, coaching and feedback to less experienced team members and serve as the first point of contact for their questions Knowledge, Skills and Abilities Qualifications: Bachelor's degree in business, finance, accounting, or related field 10+ years of experience with credit underwriting, portfolio management, commercial lending, regulatory review, or loan review; experience with loan workouts or distressed credits is preferred Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation Ability to effectively communicate any weaknesses in loan administration or other matters requiring attention with clients Exceptional understanding of regulatory policies and financial risk management Knowledge of the latest financial regulations and compliance standards Strong analytical skills and proficiency in financial modeling. Experience with loan review systems preferred Proactive nature and ability to think outside the box About 10-20% travel to client locations in IL and WI Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-remote #LI-CS1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000-118,000 / year, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Supervisor Commercial Loans is a seasoned collections supervisor with prior management, mortgage, and Commercial experience. This individual will be responsible for the Commercial/Bridge Collections. Direct Reports Team Lead Collections Commercial Loan Consultant Principal Duties List of required duties below. Distinguish on-site duties with a *. Responsible for maintaining staff. Provides guidance, leadership, and mentors personnel to develop and reinforce skills and effectiveness. Understanding all products, services, procedures, and guidelines and communicate the same to all team members. Monitors inbound Commercial call production and performance results involving Loss Mitigation options and resolutions on Commercial/Bridge loans. Understanding historical data of payment history and notes to determine a resolution for delinquency. Understanding and reviewing the Client Matrix to know what assistance can be offered. Reviews commercial list for ACH's that have not drafted and researching the issues. Reviews list for upcoming maturity dates and reaches out to portfolio manager to get a plan of action. Recognizing what workout plan would benefit the borrower and knowing the process, short sales, modifications, forbearances, extensions, repayment plans, etc. Reviews documents to determine whether they meet eligibility requirements for assistance. Reviews the Client Matrix to understand what can and cannot be offered to the borrower to assist with curing the delinquency. Reviews resumes and completes interviews to fill open positions. Proper documentation: detailed record of all customer communications, payment plans and future resolutions. Communicates daily with workforce management regarding calls holding, dialer calls left to complete, when to start and stop campaigns, agents break and lunch schedules, etc. Reviews feedback provided by portfolio managers and/or clients and implementing changes or coaching as needed. Reviews and follows up on supervisor call backs. Reviews and completes escalation complaints. Ensures representatives stay within defined production expectations (e.g., inbound call loop, etc.). Corrects errant activity and when appropriate provides feedback. Tracks daily results of work efforts to assure required levels of production and efficiency are achieved including ensuring the shared Commercial email boxes and voicemail boxes are handled daily. Communicates daily with portfolio managers and/or clients for situational needs or escalations. Able to professionally communicate with portfolio managers, other supervisors, and management team members to support agents and maximize customer satisfaction. Reviews list that agents have worked to ensure the agent has followed protocol for attempts. Resolves Human Resources issues, as necessary. Updates commercial connection website with information regarding client updates. Monitors employee timecards for discrepancies and corrects as needed. Assists audit department by doing random sample audits of account records. Supplements the efforts of our Audit Personnel by randomly monitoring some live calls. Monitors auto-dialer campaigns and collector's manual calling efforts. Reviews and submits monthly bonus information. Identifies process issues and suggests improvements and/or changes. Performs related duties as assigned by management. *These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site may still require partial on-site work to perform the role satisfactorily. Education and Experience Requirements High school diploma or equivalent, required. Bachelor's degree, preferred. 6+ years' experience in finance, collections, commercial, customer service, or a related industry. Previous management experience. Knowledge, Skill, and Ability Requirements This individual must be flex-able and able to work different hours/shifts if needed. Must be a good motivator, self-driven, willing to do what it takes to "get the job done". Managerial skills including strong organizational, communication, and leadership skills. Ability to train and motivate employees. Ability to manage data to maximize work efforts and multitask. Excellent overall computer skills including Excel, email, and written skills. Proficiency with technology, computers, software applications and phone systems Ability to remain calm and professional during difficult situations. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site . Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Makes and services a variety commercial loans (conventional, SBA, Construction, C&I) to include some complex credits. Develops and manages commercial loan accounts that meet established lending requirements and maximize profitability to the credit union with minimal risk. Provides portfolio maintenance and loan administration in accordance with SSFCU, Federal, State and NCUA policies. Operates with commercial lending authority as established by credit policy. Develops new business and expands existing relationships. Maintains knowledge of commercial loan products and services, as well as knowledge of the industries or market areas served. Calls on potential customers, identifies banking needs, secures financial data for analysis, and makes proposals for new business. Reviews existing account relationship for opportunities to meet additional needs with other products or services, makes proposals as appropriate. Makes sale calls in the calling program to achieve individually established goals. Gathers, evaluates, underwrites and closes all types of commercial loans within established credit authority limits; oversees processing of commercial loan documents and file maintenance; coordinates collection activities; provides direction to loan servicing, collection, loan administration support staff and guide to less experienced commercial lenders; participates in loan approval process. Manages loans within loan portfolio. Prepares letters pertinent to maintaining collateral documentation, financial statements, and other lending activities. Releases liens such as titles, mortgages, paid notes, etc. Responsible for identification and evaluation of deteriorating loan situations in order to recognize charge-off loans early and manage credit to minimize losses. Handles follow-up, collections, or delinquent and problem loans as requested. Works in concert with internal and external auditors and corporate credit review staff to insure compliance with bank policies and procedures and federal, state, and NCUA regulations. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values. Bachelor degree in Business Administration or equivalent education and/or experience. Ten (10) years in commercial lending and managing a commercial loan portfolio and member/customer service with a strong emphasis in business product knowledge. Five (5) years of credit analysis/underwriting experience or equivalent commercial lending experience. Proven track record in sales ability/aptitude and business development. Strong verbal and written communication skills and the ability to meet deadlines and maintain attention to detail. A high level of analytical skills. Ability to perform in a high volume environment. Strong sales skills and ability to negotiate.

This position is responsible for the boarding of financial data to AFS for all commercial loans. This position requires adherence to Bank Credit, Compliance and Risk guidelines. Colleague is responsible for loan set up of the commercial loans received from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending and Special Assets. This includes boarding of loans to the AFS system through the upfront systems of Velocity and CLOS. Additionally, the colleague must be able to read and interpret complex legal documentation. Ability to read and understand underwriting analysis, terms and conditions is a plus. Colleague will cross-training to perform other functions within the team. This area is an Essential Partner to various business areas including the Business Loan Center, Legal, Segment Risk, and Credit Administration. Team provides support to Loan Closers, ARA's, Loan Administrator and Relationship and Portfolio Managers Basic Qualifications: High School Diploma or equivalent 2 or more years' experience in a financial-service related position Preferred Qualifications: Experience in bank operations Must be able to work overtime as needed during peak periods, usually at end of month Prior loan documentation review experience is preferred Ability to make independent decisions required PC knowledge must include Microsoft Excel and Word Knowledge of financial transactions preferable Ability to manage time effectively Detail-oriented and thorough Ability to communicate effectively (verbal and written) Ability to problem-solve Demonstrated dependability (attendance) Ability to work in a fast-paced environment adhering to the service level agreement and quality requirements Commitment to Huntington's Values - Service, Accountability, Teamwork, Communication, Inclusion, and Continuous Improvement Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois Duties and Responsibilities: * Underwrite and close broadly syndicated, complex commercial loans * Understanding of Financial Institutions Insurance * Provide credit recommendations to the appropriate level of credit administration * Review loan documentation in consultation with legal counsel * Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions * Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting * As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members Basic Qualifications: * Bachelor's degree required * 7 or more years of Financial Institution portfolio management experience Preferred Qualifications: * Insurance experience in Property Causality and Life is highly preferred * 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus. * Industry knowledge and established networks within the FIG sector highly preferred * Completion of formalized credit training program * Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk * Proven ability to manage workflow and deadlines, while effectively balancing competing priorities * Demonstrated leadership experience by providing coaching, skill development and feedback to team members * Proven negotiation skills * Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process * Strong written and verbal communication skills * High degree of professionalism #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00- $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Job DescriptionPosition Title: Commercial & Business-Purpose Loan OriginatorCompany: Trophy Point Investment Group (Trophy Point MEG LLC) Location: Remote (U.S.-based) Job Type: Full-Time (Employee or Contractor depending on hiring track) Compensation: Base Salary + Production CommissionSchedule: Monday-Friday | 9:00 AM - 5:00 PM ESTReports To: Director of Lending / Director of SalesWebsite: ************************** About the CompanyTrophy Point is a fast-growing private lender specializing in business-purpose real estate loans including fix & flip, 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 Overview The Commercial & Business-Purpose Loan Originator is responsible for originating business-purpose and commercial real estate loans, sourcing new borrower relationships, converting warm leads, and building a consistent book of repeat business.This role requires strong sales competency, relationship management skills, and the ability to evaluate business-purpose collateral. Key ResponsibilitiesBusiness Development & Origination· Source, develop, and manage borrower and broker relationships.· Grow loan volume through outbound outreach, networking, and relationship-building.· Attend relevant investor, real estate, and commercial lending events (virtual or in person). Borrower & Deal Intake· Pre-qualify borrowers by assessing project type, collateral, experience, and financial viability.· Clarify loan programs, rates, requirements, timelines, and documentation needed.· Collect financials, rent rolls, project budgets, and business-purpose documentation. Deal Structuring & Pipeline Management· Analyze business-purpose deals including fix & flip, rentals, small-balance commercial, and multifamily.· Review valuations, budgets, appraisals, borrower experience, and exit strategies.· Structure loan terms aligned with company guidelines. Internal Coordination· Work closely with processing, underwriting, capital markets, and closing teams to advance deals.· Ensure files are complete, accurate, and submitted in a timely manner.· Maintain updated records in HubSpot (CRM) and the Loan Origination System (LOS). Performance Expectations· Meet monthly origination and funded-volume targets.· Maintain a strong and active pipeline.· Deliver exceptional communication and borrower experience through closing. Requirements· 2-3+ years in hard money, private lending, commercial lending, business-purpose mortgage, or real estate investment finance.· Proven track record of meeting/exceeding origination volume targets.· Understanding of commercial and business-purpose loan structures (bridge, rehab, rental portfolios).· Strong ability to analyze real estate collateral, budgets, ARV, and borrower capability.· Experience with CRM systems (HubSpot preferred).· Self-driven, organized, and comfortable working remotely. 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 · 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. Preferred Locations (Not Required): GA | TX | FL | NC | CA | AZ | NV | NJ | PA - especially those with established investor relationships or market expertise. E04JI802mkr94084ezn