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  • Operations Associate

    Insight Global

    Columbus, OH

    The Team: Upstart's Auto Operations team is growing and we're seeking Operations Associates to support our Onboarding organization for Auto-secured loan products. In this role, you will support the operations of one or more of our core business verticals based on the needs of our business. As an Operations Associate or contractor, your impact will be immediately felt by our customers as you assist with reviewing loan applications and directly interact with customers each and every day by phone or through email correspondence. The role requires excellent verbal and written communication skills, strong analytical and problem-solving abilities, and a passion for high-quality customer service. How you'll make an impact - Process loan applications by reviewing all documents submitted from potential borrowers and/or requesting additional documentation as needed to drive applications to a final state. Document reviews include employment, income, identity, and tax documents. - Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience. - Build trust and cultivate borrower, investor, and colleague relationships. - Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements Minimum Qualifications - 1+ year of experience in loan processing or similar experience at a Financial Institution. - Passion for delivering a great customer experience. - Ability to interpret written policy and procedures and apply to the present situation. - Strong written and verbal communication skills and the ability to address applicants in an objective yet empathetic manner. - Impeccable judgment and acute attention to detail; ability to identify/anticipate customers' needs and clarify information. - Proven track record of excelling in a metric-based environment. - BA/ BS degree, Associates degree, or equivalent work experience in financial services or auto lending.
    $33k-61k yearly est. 2d ago
  • Loan Documentation Coordinator

    Lower LLC 4.1company rating

    Remote job

    Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: The Disclosure Analyst serves as both an initial and re-disclosure specialist for the various mortgage products and programs offered by Lower.com. This role is responsible for delivering accurate, timely resolutions to support both internal teams and client expectations. Success in this position requires strong attention to detail, efficiency, and the ability to work independently. Work Hours: 9am -6pm MT Work Location: Remote in MST Pay: $42,000 plus opportunity for production bonus after first 90 days What you'll do: Accurately enter and manage loan data Maintain up-to-date knowledge of Lower's products and programs Participate in ongoing training related to disclosure processes and procedures Verify the accuracy of loan applications and supporting documentation Review critical documents prior to issuing disclosures Manage a pipeline of loan applications with efficiency and accuracy Collaborate with loan originators to meet disclosure timelines and resolve issues Support operational team members to uphold service and quality standards Stay informed of state and federal documentation requirements Generate and interpret compliance reports Train sales staff on the electronic loan application process Who you are: Prior experience in mortgage processing, loan origination, closing, or quality control preferred Strong verbal and written communication skills Ability to manage multiple priorities and meet deadlines Team-oriented with a collaborative mindset Positive attitude and adaptability to change Exceptional attention to detail Professional under pressure and open to feedback Experience with Encompass software preferred Bachelor's degree or equivalent experience Why you'll love working at Lower: You'll be surrounded by talented, dedicated people who believe in the company's mission. You'll be able to shape the future of Lower's user experience. You'll join a locally and nationally recognized best place to work that values promotion from within. There is opportunity for professional growth and development. What you'll get: Extended benefit offerings including medical/dental/vision, life insurance, short- and long-term disability, 401K with company match, parental leave Paid holidays and paid time off Discount on home mortgage refinances or purchase Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Privacy Policy
    $42k yearly Auto-Apply 28d ago
  • VP SBL Business Development Officer I (Remote)

    The Bancorp 4.3company rating

    Remote job

    and can be located anywhere in the U.S.A.*** Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather applications, perform financial analysis of required cash flow, and present the package within credit policy requirements. Directly interact with and manage client relationships. Responsibilities Essential Functions Generates new Small Business Administration (SBA), Express, 504, and USDA loans from small business clients in accordance with established annual goals and objectives. Originates new paid and non-paid referrals and face-to-face contacts. Identifies main client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan. Manages client relationship on originated loans through closing. Makes periodic site visits to clients, within defined market region, to assist Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sells bank services to existing loan relationships and manage relationships. Pre-screens loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follows up on any exceptions or account matters. Gathers complete underwriting packages, and present for acceptance Commitment Letter with clients. Assists team with obtaining from clients the documentation required to close the transaction. Works with Small Business Lending division on all loan submissions, presentations and qualification matters. Manages client relationship and expectations of new accounts by taking loan applications, attending closings and providing customer service. Works with borrower/applicant to facilitate convert loan opportunities. Acts as primary liaison with the client and handle any issues/problems. Participates Loan Committee presentations. Participates 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. Maintains strong working relationships with referral contacts. Educates clients of advantages and create brand recognition in the market. Attends local SBA functions to establish Banks presence and cultivate CDC relationships. Perform other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field or an equivalent combination of training and experience. Five years Marketing, sales, and business development experience, including two years Finance/Lending background. Preferred Requirements Demonstrated prior business success in Small Business Administration Lending/Sales. Excellent verbal, written, and interpersonal communication skills. A team player able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g. Excel, Word, Outlook. Strong working knowledge of financial analysis including: cash flow, balance sheet, financial ratios, industry analysis, audit, etc. No travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Salary Range: $95,000 - $115,000 Plus Incentive This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-CB1 #LI-Remote #BancorpRemote
    $95k-115k yearly Auto-Apply 7d ago
  • Processing Specialist

    Upstart Services 4.0company rating

    Columbus, OH

    About Upstart Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload. Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas. Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we'd love to hear from you! The Team: The Home Lending Operations team at Upstart is committed to delivering best-in-class service and operational excellence as we scale our home lending product. This is a fast-growing team working in a pod-based structure composed of both NMLS-licensed and non-licensed team members across a range of experience levels. As a Processing Specialist, you'll join a Pod team in a non-licensed capacity processing HELOC loan applications, primarily focusing on identity, income and property verification. While you'll report to an Operations Manager, the role can often be autonomous and designed for professionals who excel in dynamic, fast-paced environments and are eager to take ownership of their work. How you'll make an impact Accurately and efficiently process loan applications, from documentation verification to final approval. Manage your own pipeline, ensuring timely follow-ups and driving engagement from applicants throughout the loan process. Resolve customer escalations professionally and swiftly, balancing regulatory compliance with a strong borrower experience. Use tools like Vesta and Salesforce to track, manage, and advance loan files while maintaining quality standards. Collaborate within your pod to identify workflow improvements and contribute to process optimization initiatives. Support team-wide efforts to scale operations by assisting with side projects and contributing to the development of new servicing channels. Minimum Qualifications 1-2 years of experience in loan processing, mortgage operations, or customer service within a financial services setting. Proven ability to manage a personal pipeline, with a track record of meeting or exceeding productivity and quality benchmarks. Excellent organizational, time management, and problem-solving skills; strong attention to detail is a must. Ability to work standard hours (9 AM - 5:30 PM EST) and occasional weekend shifts as business needs evolve. Proficiency with loan origination systems (e.g., Vesta), Salesforce, and general productivity software. Reside within 60 miles of Columbus, OH, and able to work from the office at least two days per week Preferred Qualifications Background in mortgage, home lending, or fintech operations. Experience working in high-growth or high-volume environments. Familiarity with compliance considerations in the lending industry. Experience supporting or working alongside licensed lending professionals (NMLS). High adaptability, strong sense of ownership, and a growth mindset. Position location This role is available in the following locations: Columbus, Ohio Time zone requirements The team operates on the East/West coast time zones. In-Office requirements You will be required to work from the Columbus, Ohio office 2 days per week (must be within a 60 mile radius). Depending on business needs, agents may be asked to work from the office more often. What you'll love: Competitive Compensation (base + bonus & equity) Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings Employee Stock Purchase Plan (ESPP) Life and disability insurance Generous holiday, vacation, sick and safety leave Supportive parental, family care, and military leave programs Annual wellness, technology & ergonomic reimbursement programs Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering Catered lunches + snacks & drinks when working in offices #LI-Entry This is a Non-Exempt position. Employees in this position are paid an hourly pay rate, on a bi-weekly basis, and are eligible to receive overtime pay for any hours worked over 40 in a work week, or over 8 in a work day if required by state law. At Upstart, your base pay is one part of your total compensation package. The anticipated annualized base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location-with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k). United States | Remote - Anticipated Hourly Rate Range$25.48-$25.48 USD Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com ************************************************
    $25.5-25.5 hourly Auto-Apply 10d ago
  • Client Experience Coordinator

    Lendingone 4.0company rating

    Remote job

    Job Description At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.
    $37k-60k yearly est. 18d ago
  • BPL Account Executive - Valere Commercial

    Crosscountry Mortgage 4.1company rating

    Remote job

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. About Valere Commercial: Part of the CrossCountry family of companies, Valere Commercial is a private real estate lender built for the modern investor. We offer flexible, fast, and scalable lending solutions backed by strong capital and a commitment to long-term client success. Our platform is designed to support real estate entrepreneurs - not just for one deal, but across their entire investment journey. You'll be part of a company that's agile, well-capitalized, and built to scale. We move fast, think big, and empower our team to do the same. Valere Commercial's core focus is on business purpose loans, including but not limited to the following products: investor bridge, fix-and-flip, ground-up construction (1-4 family and multi-family), multi-family term, cross-collateralized, and builder finance. Position Overview: The Business Purpose Lending (BPL) Account Executive is responsible for originating business directly from real estate investors, CrossCountry Mortgage Loan Officers, wholesale brokers, other business sources, referral partners, builders, fix and flip operators, and owners of residential rental properties seeking to refinance or expand their portfolios through acquisitions. This role manages an assigned territory by sourcing new clients, conducting training sessions, and serving as a visible product expert within the market area. The BPL Account Executive assists CrossCountry Mortgage branches, brokers, and investors with product and pricing-related inquiries and assists clients with submitting applications through the online portal. Job Responsibilities: Develop and maintain partnerships with the CrossCountry Mortgage retail branch network, direct real estate brokers, mortgage brokers, Loan Originators, and large real estate investors. Foster trust-based relationships, educate borrowers on loan products, and gain a clear understanding of clients' needs and goals. Perform at a high level in a collaborative remote environment by facilitating the loan application process, overcoming objections, and educating clients. Collect relevant client information to support online application submission, either directly or on the client's behalf; set accurate expectations and manage the process from initial consultation through term sheet generation to receipt of the application deposit. Manage a lead database within the CRM system, leveraging task management tools and consistent follow-up routines to stay current on all leads. Exceed weekly, monthly, and annual production goals related to phone calls placed, deposits received, conversion rates, and client satisfaction. Demonstrate a consistent commitment to high performance and a proactive approach to exceeding role expectations. Qualifications and Skills: Bachelor's degree, preferred. NMLS license, preferred. 3+ years of experience in commercial/residential mortgage lending or equivalent related experience. Experience in business-to-business (B2B) sales with an emphasis on client relationship development and retention. Experience taking initiative and working independently while contributing effectively in collaborative team environments. Familiarity with all applicable regulatory requirements, including AML, OFAC, and Fair Lending. Excellent organizational and time management skills to effectively balance competing priorities and consistently meet deadlines. Skilled in presenting information clearly while effectively overcoming objections. Skilled at leveraging web-based tools and databases for efficient information gathering. Excellent customer service, negotiation, and problem-solving skills. Excellent communication skills. Advanced proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook). Advanced proficiency in Salesforce. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Annual Salary: 55,000 This position is compensated through a combination of a base salary and competitive commission earnings based on volume The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $60k-86k yearly est. Auto-Apply 60d+ ago
  • Call Center Lending Specialist

    Columbia Credit Union 4.0company rating

    Remote job

    Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs. RESPONSIBILITIES: Initiate conversations with new and existing members to actively solicit new or additional lending products. Experienced in and ability for meeting personal and team goals. Initiate conversations with new and existing members to actively solicit new or additional lending products. Initiate outbound calls or emails to current members. Originate loan applications for consumer loan products and credit cards. Maintain up-to-date knowledge on all credit union products and services. Participate in cross-functional projects, promotions and training. Respond to loan inquiries initiated through Columbia's remote channels. Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members. Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization. REQUIREMENTS Minimum three (3) years previous lending experience with a financial institution. Current NMLS license or ability to obtain upon hire. Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat. Strong organizational, verbal and written communication skills. Strong computer skills. Ability to work effectively independently and within a team. Ability to work from home. Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed. Occasional travel to Operations Center, with at least one week's notice when allowable. COMPENSATION $26.00- $30.00/ hour + Commission Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply
    $26-30 hourly 59d ago
  • Area Manager

    United Auto Credit Corporation 3.4company rating

    Remote job

    The Area Manager is responsible for selling new business, increasing the penetration of the existing customer base, maintaining high quality customer satisfaction (which includes 24/7 availability) and retention as well as increasing market share in assigned territories. This role is remote but territories will primarily consist of Indianapolis, IN. Essential Duties and Responsibilities An average of 5-10 dealership visits focused on: Sign new dealerships, growing the application count with existing dealerships and capturing approved contracts. Review deals with your dealer partners and helping them to structure or restructure as needed to fit the program. Act as a consultant/partner to F&I Managers to ensure maximum profitability for dealership through the sale of UAC products. Work closely with your assigned Credit Analyst and Funder to ensure loan approvals and fast funding. Work with the Dealer Compliance team in resolving issues within your market. Build and maintaining dealer relationships and following up on approved Loan Application. Provide best-in-class customer service to your dealer customers. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The ability to work out of your home and travel daily (within a 60 mile radius) to call on dealers. (A valid driver's license reliable transportation and auto insurance are required.) Excellent communication, interpersonal and organizational skills Must be able to work Saturdays as needed out in the field. Salary Phases and Commission: Base salary $43,260 Plus competitive UNCAPPED commissions pay plan!!! Average $2K-5K a month! Education/Experience 2-5 years previous experience in a challenging sales role with a proven track record of success. Previous experience in Auto Finance sales and underwriting or dealership experience. Sub-prime auto finance experience highly preferred. Language Ability Ability to clearly and effectively communicate in person, in writing and by telephone Commitment to Diversity and Equal Employment Opportunity United Auto Credit Corporation, a wholly owned indirect subsidiary of Vroom, is an equal opportunity employer committed to creating and supporting a work environment where all employees can find their drive. To do that, we champion a workplace where each and every person is treated with dignity and respect and is valued for their unique perspectives and contributions. We believe our values of SPEED (Service, Progress, Employees, Engagement, and Development) are best realized in an environment, whether physical or virtual, where every individual has the ability to bring their whole selves to work and contribute fully. UACC maintains a working environment that encourages mutual respect and promotes harmonious and friendly relationships among employees. The company prohibits any form of employment discrimination or harassment against employees, applicants, or other protected persons in the workplace based on a protected characteristic(s), regardless of who the source is of such conduct. Protected characteristics include race, color, religion, creed, sex (including gender, sexual orientation, gender identity or expression, or pregnancy, childbirth, or a related medical condition), national origin, ancestry, ethnicity, age, physical or mental disability, genetic information, service in the uniformed services, citizenship, or any other characteristic protected by federal, state, and/or local law. This commitment to antidiscrimination and antiharassment applies to all terms, conditions, and privileges of employment including, but not limited to, recruitment and hiring. UACC likewise provides reasonable accommodations to qualified applicants, employees, or other legally protected individuals in the workplace with a disability to enable them to participate in the job application process, to perform the essential functions of a job, or to enjoy the benefits and privileges of employment equal to those of other employees, except if the accommodation would pose an undue hardship. The company also makes reasonable accommodations for religious beliefs and practices. UACC complies with all applicable federal, state, and/or local laws relating to equal employment. Other Things to Note This posting is not intended to provide a comprehensive account of the duties and responsibilities that may be required of this position. Duties and responsibilities may change or be added at any time, with or without notice. Please review our privacy and CCPA policies.
    $2k-5k monthly Auto-Apply 60d+ ago
  • ServiceNow Application Administrator

    United Community Bank 4.5company rating

    Remote job

    We are seeking a highly skilled and experienced ServiceNow Systems Administrator to support and enhance our IT Service Management (ITSM) platform. This role is responsible for the development, maintenance, and optimization of ServiceNow applications and workflows. You will collaborate closely with internal stakeholders and third-party vendors to ensure seamless integration, functionality, and user satisfaction.Location: The position is available anywhere within the United Community Bank footprint. What You'll Do * Provide system software support and development for ServiceNow. * Collaborate with the Loan Application Support Manager to design, test, and implement user-requested changes. * Maintain documentation for ServiceNow workflows and processes. * Coordinate testing and implementation of new releases and enhancements. * Manage and resolve incidents related to ServiceNow applications. * Perform routine maintenance, performance monitoring, and error remediation. * Manage instance security, user/group access, and access control lists. * Generate reports, dashboards, and scheduled reports. * Support integration and interface development to improve operational efficiency. * Participate in project planning and execution with the Project Management Office. * Ensure compliance with change management and regulatory documentation. * Stay current with industry trends and participate in relevant user groups and peer networks. Requirements For Success Experience: * 8+ years administering ITSM applications, with a preference for ServiceNow. * 8+ years in application design, source code management, and JavaScript. * 10+ years in IT, banking, or operations environments. * Experience managing vendor implementations and relationships. * Familiarity with ITIL 4 processes and ability to communicate effectively. * Experience with REST APIs, LDAP, Active Directory, and SQL. * Application experience with ITOM, ITSM, CMDB, Asset Management (HAM/SAM), Portal/UI, and HR modules. Education: Bachelor's degree in Computer Science, Computer Engineering, Information Systems, or related field-or equivalent experience. Required Skills: * Strong interpersonal, communication, and organizational skills. * Ability to develop training materials and conduct employee training. * Proficiency in Microsoft Word, Excel, and PowerPoint. * Strong problem-solving and root cause analysis skills. * Ability to work effectively across all organizational levels. * Flexibility to adapt in ambiguous situations and prioritize tasks. Preferred Skills: * ServiceNow Certified System Administrator (or willingness to complete training upon hire). * ITIL Foundation v4 Certification (or willingness to complete within one year). * Experience with ServiceNow upgrades, instance cloning, and administrative documentation. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position * Location: The position is available anywhere within the United Community Bank footprint. FLSA Status: * Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.
    $98k-124k yearly est. 16d ago
  • Small Business Banker II

    Northwest Bank 4.8company rating

    Columbus, OH

    The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate. Essential Functions: Develop new and expanding existing small business relationships Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million Engages in joint-calling activity with branch partners at a regular frequency Works to promote cross-sell behaviors personally and within assigned branch territory Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends 25% of calls prospecting new clients and relationships Achieve and exceed budget goals as assigned by Region Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc. Participate in continued sales and credit training Complete all required Compliance training in a timely basis Ensure compliance with all Regulatory requirements Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Qualifications: Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred 5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required Knowledge of all cash management services Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products Knowledge of merchant services #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $27k-54k yearly est. Auto-Apply 35d ago
  • Conventional Underwriter

    JMAC Lending 3.8company rating

    Remote job

    With over 25 years of experience, JMAC Lending has established itself as a leader in the industry. We pride ourselves on our innovative products, outstanding service, and unwavering commitment to supporting our partners in growing their businesses. Our culture revolves around surpassing conventional market options, positioning us as the preferred lender for our clients. Our team boasts impressive credentials and participates in ongoing education to blend knowledge with experience seamlessly. Built on a foundation of the highest ethical standards, our company excels in delivering competitive product pricing for wholesale and correspondent lending to our valued clients. The Opportunity: The Conventional Underwriter will evaluate and analyze residential loan applications in line with investor, agency, and internal standards. Scrutinize loan documentation for accuracy and completeness to ensure compliance with eligibility criteria, thereby reducing the potential for risk or loss for the company. Must also collaborate effectively with wholesale brokers, Account Executives, and Operations personnel. All while delivering exceptional customer service through clear communication and close attention to detail. This is a Full-Time/Remote opportunity offering competitive pay ranging from $77,000 to $92,000 annually plus bonus. Key Responsibilities: Conduct a meticulous and precise examination of all loan documents, including the AUS decision report, credit report, various income sources including complex personal and business tax returns, assets, preliminary title report, appraisal, purchase agreement, escrow instructions, occupancy verification, and checks for red flags and potential fraud. Enter data into DU/LP systems and execute the final AUS assessment. Uphold the quality and production benchmarks established by management. Review underwriter files and resolve conditions on loans with exceptional attention to detail and an urgent approach for the benefit of our customers. Accurately input loan data and decisions into the current operating system. Scrutinize transaction matrices and both internal and investor overlays to guarantee adherence to investor guidelines. Implement and uphold fraud detection methods. Solicit additional information/documentation as needed and identify risk factors that may undermine the overall quality of the loan file. Assist in resolving any pre-funding or post-purchase loan discrepancies by collaborating with the post-closing department to address any unresolved conditions or issues. Communicate loan decisions clearly, either verbally or via email, in a professional and constructive manner to foster strong working relationships with coworkers and customers. Maintain regular communication with brokers and sales personnel to ensure prompt responses to inquiries while exemplifying exceptional customer service skills. Requirements Candidate should possess recent underwriting experience with a variety of Conventional loan products for at least 2 years and should be up-to-date with all the latest guidelines, policies, and procedures. The ability to juggle multiple tasks in a dynamic, fast-paced environment while ensuring the highest quality standards is essential. In-depth understanding of all FNMA/FHLMC and investor guidelines is required. Exceptional attention to detail, strong organizational skills, and excellent communication abilities are crucial. Outstanding verbal and written communication skills are necessary to articulate complex issues clearly and gather insights from a diverse audience. Benefits Comprehensive Health Care Plan (including Medical, Dental, & Vision) Life Insurance Options (Basic, Voluntary & Accidental Death & Dismemberment) Generous Paid Time Off (for Vacation & Holidays) Secure Retirement Plan plus matching (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Access to Wellness Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
    $77k-92k yearly Auto-Apply 60d+ ago
  • Group Product Manager (Personal Loan)

    Prosper Portland 4.5company rating

    Remote job

    Your role in our mission We are seeking a Group Product Manager with a passion for shaping the future of financial products. As Group Product Manager for Personal Loans, you'll lead the product strategy for our flagship product, while driving growth and launching innovations that expand our addressable market. You'll lead a team of 2-3 product managers, coaching them toward data-driven roadmaps that balance long and short-term investments in the platform.How you'll make an impact Strategic Product Planning: Collaborate with leaders in Marketing, Credit Risk, and Operations teams to formulate and execute a personal loan product strategy, meeting annual origination, engagement and retention targets Product Innovation: Present compelling ideas for significant features, enhancements, and new product concepts, positioning Prosper as a market leader in guiding customers on their financial wellness journey Results-Driven Leadership: Guide the team to achieve key results, emphasizing measurable business impact. Harness data and analytics to inform decisions and continually optimize product performance Customer-Centric Approach: Cultivate a customer-first mindset, obsessively focusing on improving the Personal Loan application and servicing experiences Product Execution: Oversee end-to-end launches of product initiatives, collaborating with cross-functional teams to ensure successful adoption Efficient Time-to-Market: Contribute to the optimization of product development processes, reducing time-to-market for new product initiatives Team Performance and Growth: Nurture a high-performance culture within the product team, fostering increased engagement, providing coaching, and supporting professional growth. Mentor team members to achieve both company and professional goals at Prosper Skills that will help you thrive Bachelor's degree in business, finance, or a related field. MBA is a plus 8 - 12 years of outcome-driven Product Management or relevant experience, with a minimum of 5 years in the financial services industry, preferably in a fintech. Proven track record of 3+ years in successful people management, overseeing teams of 2 to 4 individuals Proven ability to inspire and lead teams, fostering a culture of accountability and achievement Strong strategic thinking and problem-solving skills with a focus on achieving measurable results Excellent communication skills, with the ability to articulate complex ideas and influence decision-making across all organizational levels Track record of collaborating closely with engineering teams using agile methodologies to ship product initiatives Proficient in data analysis, using insights to drive decision-making. Experience with product analytics tools (such as Heap, PostHog, BigQuery) Experience designing and analyzing A/B tests to optimize conversion funnels Ability to thrive in a fast-paced and dynamic environment, adapting strategies to meet evolving business needs What we offer The opportunity to collaborate with a team of creative, fun, and driven colleagues on products that have an immediate and significant impact on people's lives The opportunity to work in a fast-paced environment with experienced industry leaders Flexible time off, comprehensive health coverage, competitive salary, paid parental leave Wellness benefits including access to mental health resources, virtual HIIT and yoga workouts A bevy of other perks including Udemy access, childcare assistance, pet insurance discounts, legal assistance, and additional discounts Interview process Recruiter Call: A brief screening to discuss your experience and initial questions Department Interview: Deeper dive into technical skills and project alignment with the Hiring Manager or team member Team/Virtual Interview: Meet team members for collaborative discussions, problem-solving, or technical exercises Case Study Round: Analyze a real-world problem, propose solutions, and present findings, evaluating analytical, strategic thinking, and presentation skills Final Round: Discussion with a department head/executive #IND1#LI-RC1#LI-Remote About Us Founded in 2005 as the first peer-to-peer marketplace lending platform in the U.S., Prosper was built on a simple idea: connect people who want to borrow money with those who want to invest. Since inception, Prosper has helped more than 2 million people gain access to affordable credit with over $28 billion in loans originated through its platform. Our mission is to help our customers advance their financial well-being through a variety of products including personal loans, credit, home equity lines of credit (HELOC), and our newest product, HELoan. Our diverse culture rewards accountability and cross functional teamwork because we believe this encourages innovative thinking and helps us deliver on our mission. We're on a mission to hire the very best, and we are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere. It is important to us that every hire connects with our vision, mission, and core values. Join a leading fintech company that's democratizing finance for all! Our Values Diversity expands opportunities Collaboration creates better solutions Curiosity fuels our innovation Integrity defines all our relationships Excellence leads to longevity Simplicity guides our user experience Accountability at all levels drives results *************** Our Story & Team // Our Blog Applicants have rights under Federal Employment Laws. Family & Medical Leave Act (FMLA) Equal Employment Opportunity (EEO) Employee Polygraph Protection Act (EPPA) California applicants: please click here to view our California Consumer Privacy Act (“CCPA”) Notice for Applicants, which describes your rights under the CCPA. At Prosper, we're looking for people with passion, integrity, and a hunger to learn. We encourage you to apply even if your experience doesn't precisely match the job description. Your unique skill set and diverse perspective will stand out and set you apart from other candidates. Prosper thrives with people who think outside of the box and aren't afraid to challenge the status quo. We invite you to join us on our mission to advance financial well-being. Prosper is committed to an inclusive and diverse workplace. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law, including the San Francisco Fair Chance Ordinance. Prosper will consider for employment qualified applicants who are non-US citizens and will provide green card sponsorship.
    $121k-175k yearly est. Auto-Apply 60d+ ago
  • Loan Processor, Sr., Retail

    Carrington Mortgage 4.5company rating

    Remote job

    Come join our amazing team and work from home! Our Senior Loan Processor is responsible for providing quality loan processing, reviewing files for adherence to underwriting standards and ensuring completeness of submission. Obtains necessary information (i.e., loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range is $26.44/hr. - $28.84/hr. plus monthly incentive plan. What you'll do: Receives and review loans submissions, monitors incoming documents, and verifies data collected by Loan Officers or agents. Obtains necessary information (i.e., loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files. Organizes and inputs loan information received into the company's Loan Origination System (LOS). Maintains open files, orders appraisals, sends verifications, and acquires documentation related to Borrower and property. Ensures the quality and compliance of work with Company policies, procedures, and investor guidelines. Ensures that all loans are processed to meet Company and Investor guidelines Communicates with Escrow Officer/Settlement Agent, Title Officer, Realtor, Closing Agent, and Appraisal Management Company, and other external parties as required to resolve outstanding issues. Communicates with Sales Management, Loan Officers, Operations Manager, Disclosure Department, Underwriting Department, Docs/Funding Department, and other internal staff as required to resolve outstanding issues. Informs loan officer, agent, and/or borrower about discrepancies in title, appraisals, credit, employment, income and other file related items and status of the loan. Reviews and evaluates credit information on mortgage loan documents to determine acceptability for loan programs. Pulls or verifies credit reports and flood certificates as needed. Submits completed file to Underwriting Department for approval. What you'll need: Maintains highly confidential information in accordance with Company's privacy policy concerning borrower's information (concerning borrower's confidential information) Must demonstrate thorough knowledge of all aspects of mortgage loan processing function and underwriting guidelines. Excellent computer skills and working knowledge of Microsoft Office products. Strong skill in the use of office machines such as computer, copiers, fax machines. Strong customer service skills. Requires extremely high level of organizational skills and ability to work on several tasks simultaneously. Ability to maintain constant contact with borrower and internal office staff. Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. EEO/AAP Employer California Private Notice
    $26.4-28.8 hourly Auto-Apply 35d ago
  • Sr. Risk Manager, Cash Flow Underwriting

    Curo 4.7company rating

    Remote job

    Are you ready to make a difference in the world of consumer finance? At Attain Finance, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. Our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today and take the next step in your career with Attain Finance! At Attain Finance, managing risk is of the utmost importance to us. Our goal is to ensure we are providing access to money to underbanked consumers, while minimizing the company's financial and regulatory risk exposure. Reporting to the Director of Risk Strategy, this team member utilizes cash flow, application, and bureau data to provide analysis across various aspects of the customer life cycle including underwriting, account management and/or collections. The incumbent will be responsible for developing, designing, analyzing, and implementing underwriting and portfolio management account risk strategies. As a member of our Risk Department, you will be a part of a very dynamic, learning-oriented risk team that thrives on innovation and opportunities to spearhead the deployment of new technologies for managing the growth of Attain's lending portfolios. Responsibilities What you will be doing: Develop and enhance risk strategies for the assigned loan portfolio, leveraging permission-based open banking/cash flow data to optimize performance, reducing defaults, increasing receivables, and driving revenue growth Design and implement end-to-end loan application workflows that incorporate bank data opt in as opportunity to increase originations volume while maintaining robust credit and loss controls Leverage cash flow to automate ID/Income verification, minimizing manual reviews and improving operational efficiency Extract effective risk signal or payment pattern from bank transaction data to help managing risk, encouraging responsible consumer borrowing activities Perform proactive portfolio analysis at a granular level using cash flow, bureau, and other relevant data sources to identify emerging credit trends, conduct root-cause analyses, and isolate key performance drivers Operate as the subject matter expert in credit decision processes to support cross-functional teams and partner with stakeholders to ensure understanding of changes to risk factors and the underwriting/ credit decisioning flow Support Leadership in preparing reports and documentation for regulatory reviews and audit activities Interface with Modeling/Scoring team to deploy risk strategies based on new models to improve effectiveness of the model deployment process Develop and enhance the reporting structure for assigned markets/products and channels. This includes developing/modifying scoring datasets/warehouse and developing monitoring reports for use in performance tracking. Utilize relational database and/or analytical programs to create data for analysis and monitoring of strategies and models Forecast impact of strategy changes on key business performance metrics such as revenues, balances and losses Effectively coach and support teammates to identify actionable insights, suggest recommendations, and influence the direction of the business Directly supervise one or more credit risk professionals Qualifications What you should have: BS or higher in a quantitative discipline (Statistics, mathematics, qualitative social science, operation management, finance, physics) or equivalent working experience 5+ years of professional experience in credit risk analytics. Hands on experience using bank transaction/cash flow data. Strong knowledge in Financial Services with emphasis on risk management/analytics of consumer lending products Advanced experience in SQL, SnowFlake, or relational databases Working knowledge in Python, SAS, R, or other analytical tools preferred Experience in Tableau, Sigma, Power BI, or other data visualization tools preferred Solid analytical skills and an understanding of how to utilize data to target improvements, solve problems, and provide data-driven insights Strong business acumen with ability to translate analytical efforts to business results Strong organization skills and the ability to communicate effectively, both verbally and in written Exceptional problem-solving skills and ability to work effectively with minimal Comfortable working both independently and in a team environment. Base Salary: $140,000 - $185,000 USD The base salary range represents the low and high end of the anticipated salary range for this position based on the U.S. average. The actual base salary offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time salaried employees are eligible for the following benefits, starting on day one: Flexible Paid Time Off Program, Medical, Dental, Vision, Life Insurance, Disability, and other voluntary coverages. You will also be eligible to participate in our 401k program, starting on the first of the month following 30 days of employment with a company match. This employer participates in E-Verify for US-based hires. #AttainFinance EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end ********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $140k-185k yearly Auto-Apply 13d ago
  • Loan Originator Assistant | Remote

    Cardinal Financial 4.5company rating

    Remote job

    Who We Are: Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees-to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered "good enough" Looking to join a growing company that values its people, innovates, and expands on its proprietary technology? Apply below! Who We Need: The Loan Originator Assistant (LOA) works alongside a designated Loan Originator or Production Team in a sales environment to provide support to Customers, Loan Originators, Production Leaders, and Operations partners. This position is responsible for providing mortgage assistance such as out-bound calls to clients, income calculation, and other miscellaneous administrative deadline-based tasks. The LOA assists Mortgage Loan Originators with managing their pipelines while providing superior customer service by maintaining consistent communication with clients and assisting them through specific workflows. What You Will Do: * Reviews loan application, supporting documentation, and credit authorization. * Keeps current understanding of all loan program guidelines, pricing, policies and procedures. * Documents all client conversations in loan origination software with timely follow up in CRM. * Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client. * Communicates status updates and appropriately escalates issues and opportunities to meet the needs of clients and homeowners. * Assists clients with the utilization of the Origination system (Octane). * Collect and submit/file vendor validations from borrowers. * Maintains a positive working relationship with internal departments and external contacts. * Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures. * Performs specific tasks assigned by Loan Originator or Production Leader. * Communicates and partners closely with Operations to ensure a smooth and accurate loan process. * Schedules new leads and appointments and calls with clients as needed. * Responds to client's questions and concerns in a timely manner in accordance with team/department SLA expectations. * Performs a variety of research and administrative duties in support of the Loan Originator/Production Team. * Ensures loan Turn Time requirements are achieved. What You Need: * High school diploma or GED is required. * 1-3 Years experience in Customer Service/Customer-Facing role is preferred. * 0-2 Years experience working within the Mortgage Industry is preferred. * Basic understanding of financial documents i.e. assets, income, and credit is preferred. * Ability to effectively manage multiple demands and competing priorities. * Ability to adapt well to change, take direction, and comprehend training. * Fast-paced individual with exceptional analytical and computer skills. * Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment. * Detail oriented with excellent verbal and written communication skills. * Demonstrated organizational skills. * Ability to work closely within a team structure. * Working knowledge of Microsoft Suite, specifically Word and Excel. * Working knowledge of Encompass software system a plus. * Ability to execute and interpret AUS, evaluate findings, and work accordingly. What We Offer: * Strength, Stability, and Vision * Great compensation package * Opportunity for career growth * A commitment to be a relevant market leader - we are aiming for the top! * Octane, our engineered proprietary technology that is transforming the mortgage industry * An empowered culture where your ideas are important and your voice matters * Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more * Generous paid time off package that also includes all major holidays * 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. California residents click here to review Cardinal's California Employee Privacy Policy & Notice at Collection. The expected base salary for this position ranges from thirty three thousand dollars to fifty two thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.
    $37k-44k yearly est. 44d ago
  • Senior Software Engineer, Onboarding Experience

    Upstart Services 4.0company rating

    Remote job

    About Upstart Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload. Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas. Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we'd love to hear from you! The Team: Upstart's Onboarding Experience team is dedicated to creating a seamless loan application process that allows customers to quickly and easily complete all steps required to fund their loan. By building exceptional, customer-centric experiences for both Upstart borrowers and internal Operations teams, this team plays a crucial role in making Upstart the premier destination for consumer credit. This team focuses on our flagship product, Personal Loans, and directly impacts our growth in this business by reducing friction for applicants and improving the efficiency of our operations. As a Senior Software Engineer at Upstart on the Onboarding Experience team, you will work across the whole stack, partnering with Engineering, Product, Operations and other internal teams on both existing and greenfield projects. You'll deliver work with a focus on quality, testability, resiliency, extensibility, and maintainability while always keeping our end users in mind. How you'll make an impact Work within all areas of the platform or product, from our web interfaces and 3rd party API integrations, to backend business logic Move quickly to drive existing and greenfield projects forward, while always keeping our end users in mind Make architectural contributions and decisions to improve the reliability of our software and maintainability of our code base Help us build our engineering team, and make Upstart a genuinely awesome place to work Communicate closely with cross-functional partners, keeping all stakeholders informed Minimum Qualifications 7+ years of professional software development experience building scalable public or consumer-facing web and/or mobile products displaying high standards for user-experience, and a product-first mindset Ability to quickly comprehend and reiterate complex requirements from product or engineering leadership and translate those to both technical and non-technical stakeholders Exhibit a growth mindset - you're comfortable with the uncomfortable, and are not afraid to pick up new technologies that are best for the task, and seek out opportunities to learn from others Excellent written and verbal communication skills, able to explain complex technical topics to non-technical stakeholders Track record of successfully mentoring and developing other engineers around you while seeking out and appreciating constructive feedback Preferred Qualifications Experience with full stack web development with Ruby on Rails, React, and cloud-native development (AWS preferred) and Docker, GitHub Actions, utilizing CI/CD technologies including infrastructure as code Experience integrating and working with AI/ML models and understanding their capabilities, particularly for financial use cases Experience in the customer support tech domain (e.g., contact center platforms, customer engagement solutions, or conversational AI systems) You thrive in environments where you are expected to think like an owner and make decisions like one Passion for improving user experience through best practices and metrics-driven development We're a distributed team of remote workers (from coast to coast), and while we predominantly build asynchronously, we prefer facetime when collaborating in a tight feedback loop. You'll need to be comfortable with a few hours of Zoom per day (e.g. pair/mob programming) to excel in this role Position location This role is available in the following locations: Remote, San Mateo, Columbus, Austin. Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions' cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time. What you'll love: Competitive Compensation (base + bonus & equity) Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings Employee Stock Purchase Plan (ESPP) Life and disability insurance Generous holiday, vacation, sick and safety leave Supportive parental, family care, and military leave programs Annual wellness, technology & ergonomic reimbursement programs Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering Catered lunches + snacks & drinks when working in offices #LI-REMOTE #LI-MidSenior At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location-with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k). United States | Remote - Anticipated Base Salary Range$163,600-$226,400 USD Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com ************************************************
    $163.6k-226.4k yearly Auto-Apply 58d ago
  • SBA Sales Team Leader

    Northwest Bank 4.8company rating

    Remote job

    The Small Business Administration Sales Team Leader is responsible for coordinating and supervising the lending activities, calling efforts, quality of deal submission and development of a team of geographically disbursed SBA Bankers. The SBA Team leader will be responsible for accurate pipeline management and projections and will serve as a SBA resource for the Bank overall. The SBA Team Leader will also be responsible for generating personal SBA lending production. Essential Functions Complete working knowledge of all SBA programs, eligibility requirements and proper structuring to ensure guarantee validation. Develop team of SBA Bankers located across the footprint, who show a year over year improved performance Identify skill gaps within team and align training opportunities to mitigate Manage team pipeline reporting to provide accurate forecasting on weekly/monthly basis Evaluate calling activity to determine if it meets assigned metrics, work to ensure there is consistency in behavior as assigned Ensure lead activity is being managed on an individual basis Ensure CRM input is meeting expectations of senior management and is consistent Review team deals to assist with structuring, pricing and completeness of deal package Develop new and expanding existing business banking relationships Follow current loans to ensure complete compliance with terms Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Prospecting and personal production to be 25% of overall goal Achieve and exceed budget goals Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Manage SBA portfolio clients Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure any ongoing review of SBA portfolio is properly documented and meets SBA guidelines for individual and team member portfolios Ensure noncredit clients have appropriate treasury management and other related commercial services by partnering with Treasury and Merchant advisors Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts. Support team members in their efforts Analyze financial statements and related credit material to assess risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc. Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk Cross sell credit and noncredit products as appropriate Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends Serve as a leader within Region and within Line of Business Work with Leadership to provide targeted training and support as needed- within branch network and within Regional Business Banking team 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 Education and Experience preferred Bachelor's degree in business, accounting, finance, economics or marketing 8-12 years of SBA Banking Relationship Management experience 8-12 years of Prior Leadership experience Formal Credit Training Experience consistently delivering strong sales performance and ability to lead a team towards similar results Strong Prospecting experience Strong negotiating skills in terms loan structure and pricing Excellent verbal, written, and interpersonal communication skills Ability to multitask and effectively prioritize responsibilities Ability to develop Business Banking team within Region and convey best practices to teammates Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $37k-46k yearly est. Auto-Apply 31d ago
  • Manager, Call Center (Los Angeles, CA)

    Firefighters First Credit Union 3.9company rating

    Remote job

    Virtual branch managers at Firefighters First Credit Union (FFCU) are responsible for leading the call center to ensure members consistently receive a high level of service through a variety of channels. As a leader, the virtual branch manager sets the call center objectives, delivers services, and manages for results. Virtual branch managers are responsible for ensuring call center teams are staffed to provide members with adequate coverage, have the necessary training and resources to successfully perform their work, ensure member identification is correct to prevent fraud, and that they provide exceptional service to members. Further, managers utilize call center data to continually improve operations and the member experience, as well as forecast and plan. Finally, virtual branch managers regularly interact with members to build relationships and assist with resolving issues. Typical responsibilities: Manage call center operations. Train, coach, supervise, and performance manage call center employees. Build member relationships by assisting members with obtaining, interpreting, and utilizing financial information to plan for and achieve goals. Analyze call center data and make recommendations to improve operations, member experience, as well as forecast and plan. Work with leaders and team members in other departments to coordinate member services, responses, research, resolutions, or other carry out other efforts. Participate in special projects and perform other assignments as needed. Travel may be required up to 10% of the time or as needed to attend meetings, conferences, training, or other work-related events. As needed, work remotely, be on-call, and work weekends and evenings. Basic Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field or an equivalent combination of education and experience. Experience as a call center representative and/or a combination of experience working as a call center representative, and supervising call center representatives. Experience supervising employees. Preferred Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. Experience supervising employees in a financial institution call center environment. Experience as an e-service representative or supervising e-service representatives, supporting customers through virtual technology such as videoconferencing, web-chat, or related capabilities. Demonstrates knowledge of and experience with software and hardware terminology and troubleshooting techniques. Demonstrates knowledge of and experience with the loan application process and standard or typical internal operating policies and procedures. Demonstrates the ability to lead and supervise team members to achieve results. Demonstrates knowledge of the application of federal and state consumer lending regulations (e.g., Regulation Z, The Fair Credit Reporting Act, Soldiers and Sailors Act, etc.) and compliance requirements such as Bank Secrecy Act, Office of Foreign Asset Control, and Customer ID Program policies and guidelines to appropriately document and track all transactions. Demonstrates knowledge of business, personal, and insurance products and services. Demonstrates knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures. Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.). Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them. Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues. Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment. Proficient in speaking and writing the English language using correct structure, vocabulary, and organization. Demonstrates ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication. Demonstrates experience performing basic office functions such as answering phones, copying papers, assembling reports, and sending and receiving correspondence. Demonstrates the ability to use office software to create written documents (e.g., MS Word and PowerPoint) and prepare spreadsheets (e.g., MS Excel), as well as database applications to enter, maintain, and report data. Demonstrates experience and behavior consistent with FFCU's core values of competence, integrity, excellence, curiosity, positivity, and humility.
    $32k-46k yearly est. 60d+ ago
  • Remote 1099 Commission Only Commercial Loan Originators (Veteran Only)

    The VAB

    Remote job

    Position Overview: A Commercial Loan Originator (Veterans Only) is responsible for sourcing, evaluating, and processing commercial loan applications, focusing on serving veterans and their businesses. This role involves assessing client financial information, structuring loan packages, and ensuring a smooth and efficient loan approval process. The originator works under the supervision of a financial institution or commercial lending company, leveraging their understanding of veteran-owned businesses and specific financial needs. Key Responsibilities: Client Consultation: Meet with veteran business owners to discuss their commercial financing needs and assess their financial situation. Provide expert advice on commercial loan products and options, including terms, interest rates, and repayment schedules. Explain the loan process, terms, and conditions clearly and understandably. Loan Application and Processing: Assist clients in completing commercial loan applications. Gather necessary documentation, including business financial statements, tax returns, and business plans. Submit completed loan applications and supporting documents for underwriting. Loan Structuring and Approval: Work with underwriters to review and approve loan applications. Structure loan packages to meet the specific needs of veteran business clients. Communicate loan approval status and conditions to clients. Coordinate with clients, appraisers, and other relevant parties to ensure a smooth loan approval process. Compliance and Documentation: Ensure all loan applications comply with federal, state, and company regulations. Maintain accurate and up-to-date records of client interactions, loan applications, and approvals. Protect client confidentiality and secure sensitive financial information. Veteran Community Engagement: Act as a liaison between the financial institution and the veteran business community. Organize and participate in events, seminars, and workshops aimed at educating veterans about commercial loan options and financial planning. Provide specialized services and advice tailored to the unique needs of veteran-owned businesses. Market Analysis and Strategy: Conduct market research to identify trends, competitor activities, and potential growth areas. Collaborate with the marketing team to develop targeted campaigns and promotional materials. Provide feedback to management on market conditions and customer needs. Training and Development: Stay informed about industry trends, regulations, and products through ongoing training and professional development. Attend company meetings, training sessions, and seminars as required. Qualifications: Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required. Licensing: Must possess and maintain a valid state license as a commercial loan originator (if required by state law). Experience: Previous experience in commercial lending, financial services, or a related field is preferred. Military experience is highly valued. Skills: Strong communication and interpersonal skills. Excellent sales and negotiation abilities. Detail-oriented with strong organizational skills. Proficiency in computer software and systems used in commercial lending. Ability to work independently and manage time effectively. Work Environment: Primarily office-based with some travel to meet clients or attend industry events. Standard work hours with potential for evening or weekend work depending on client needs and company requirements.
    $31k-48k yearly est. 60d+ ago
  • REAL ESTATE Loan Service Representative - Remote - USA) $20-25 p/hr FULL TIME

    Trophy Point Investment Group, LLC

    Remote job

    Job Description: REAL ESTATE LOAN Customer Service Representative DO NOT APPLY IF YOU DO NOT HAVE SPECIFICALLY, REAL ESTATE LOAN SERVICE EXPERIENCE Company: Trophy Point Investment GroupPosition: REAL ESTATE LOAN Service Representative - Loan ServicesLocation: Remote (USA ONLY) Status Type: Full time 40 hours p/week ContractorCompensation: USA Contractor $20-25 p/hr Website: ****************************** Job Summary:Trophy Point is seeking a dedicated and detail-oriented REAL ESTATE LOAN Service Representative to join our team. This role is integral in managing inbound communication related to our loan services. The ideal candidate will have excellent communication skills, a strong understanding of loan products, and the ability to provide exceptional service to clients and prospective customers. This position offers an opportunity to engage with clients, answer inquiries, and resolve issues regarding loan products, applications, and processes. Key Responsibilities: Manage Inbound Communications: Answer phone calls, emails, and other forms of communication related to Trophy Point's loan services. Provide Accurate Information: Address inquiries from clients and prospective customers regarding loan products, terms, conditions, and application procedures. Assist with Loan Applications: Guide clients through the loan application process, explaining necessary documentation and next steps. Problem Solving: Assist clients with any issues or concerns regarding their loan accounts, payments, and transactions. Follow Up on Customer Inquiries: Ensure timely and effective follow-up on customer requests and questions. Document Client Interactions: Accurately record customer inquiries, issues, and resolutions in the company's CRM system. Collaborate with Loan Officers and Teams: Work closely with the loan services team to provide seamless customer service and escalate any complex issues. Maintain Product Knowledge: Stay up-to-date with the latest loan products, policies, and industry regulations. Adhere to Compliance Standards: Ensure all client interactions and services comply with company policies and regulatory requirements. Qualifications: Experience: Minimum of 1-2 years of loan service experience, preferably in loan services, banking, or financial services. Communication Skills: Strong verbal and written communication skills with the ability to explain complex loan terms and processes clearly. Technical Skills: Proficiency in Microsoft Office, CRM software, and phone systems. Problem Solving: Ability to handle customer concerns and resolve them efficiently. Attention to Detail: Meticulous in managing and recording customer inquiries and interactions. Customer-Centric: A passion for delivering excellent service and helping clients achieve their financial goals. Additional Skills: Familiarity with loan products (home loans, personal loans, etc.) is a plus. Ability to work independently and as part of a team in a fast-paced environment. Multitasking and organizational skills to manage various communication channels simultaneously. Bilingual candidates are encouraged to apply. Why Join Trophy Point: Be part of a premier private direct lender with a strong reputation in the real estate industry. Work with a dedicated and passionate team committed to excellence and integrity. Enjoy the flexibility and convenience of a remote working environment. Contribute to the successful completion of real estate investment projects and the effective management of draw disbursements. About Us: Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service. E04JI802mkr94089lej
    $20-25 hourly 10d ago

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