Mortgage Market Expansion Manager-Florida Panhandle
Motto Mortgage Resolutions
Remote job
Job Title: Mortgage Market Expansion Manager Motto Mortgage, a major national mortgage brokerage with over 200 offices nationwide, is launching a strategic expansion in the Florida Panhandle. We are searching for an exceptional Mortgage Loan Officer to help drive this growth and become a key member of our local leadership team. This opportunity is designed for an individual who combines strong production capability with the leadership presence needed to build and guide a local team. At Motto Mortgage Resolutions, this role is key in establishing a high-performing branch-driving production, strengthening partnerships and influencing long-term strategic direction. If you are motivated by growth, leadership, and the ability to shape a local market with the support of a national brand, this position offers an exceptional opportunity. Primary Responsibilities Lead the growth and development of the Panhandle market for Motto Mortgage Resolutions . Recruit, train and mentor additional loan officers as the branch scales. Originate and close residential mortgage loans with attention to service and compliance. Strengthen relationships with Realtors and local partners. Ideal Qualifications · Active NMLS license with a minimum of 3 years as a producing mortgage loan officer. · Consistent production of 2+ closed loans per month. · Established Realtor referral network and active membership in at least one local Realtor association. · Entrepreneurial leader who excels in a growth-driven environment, stays disciplined and committed, and is energized by building high-impact results. · Strong command of technology and digital tools to drive business and brand presence. · Excellent communication, organizational and relationship-building abilities. · Demonstrate drive to build, coach, and lead a high-performing team, with the confidence to establish standards, guide developing talent, and foster a collaborative, growth-focused culture. What we offer · National brand strength with proven systems. · Local autonomy paired with comprehensive corporate resources. · Lucrative compensation with performance bonuses and incentives tied to branch growth, recognizing your direct impact on team and business success. · Streamlined technology for CRM/client management, marketing and workflow. · Ongoing professional development through Internal and external training. · Wholesale pricing and broad program access. · Personalized marketing materials and individual loan officer website. · Product availability across Fannie, Freddie, FHA, VA, Reverse, HELOCs, Jumbo, and Niche/Non-QM programs. · Flexible, remote work environment designed for productivity and balance. About the Company Motto Mortgage Resolutions is an independently owned and operated office of Motto Franchising, LLC. Franchise owners and their loan originators receive extensive support including ongoing education, an ecosystem of technology tools designed to streamline and simplify the loan process, guidance on compliance, recruiting assistance to help grow their businesses, and support in navigating the nuances of the mortgage industry. The Motto Mortgage network is breaking the mold by giving the power of choice back to consumers with less jargon, more transparency, and even more options to choose from as they shop for the right home loan. With more than 225 offices open across over 40 states, Motto Franchising, LLC's unique national franchise mortgage brokerage model is the first of its kind in the United States. Created to disrupt the mortgage industry, the Motto Mortgage network connects loan originators and real estate agents to provide a seamless, personalized experience and one-stop shopping for consumers. Each Motto Mortgage office is independently owned, operated, and licensed. *************************************************$51k-102k yearly est. 2d agoMortgage Loan Executive Assistant
Covita Lending LLC
Columbus, OH
Job Description The Loan Partner One (LP1), an Executive/Administrative Assistant, oversees the Loan Officer's lead, calendar, and database management for the Loan Officer (LO). The LP1 will directly communicate with new leads, active prospects, customers, clients, and business partners daily, ensuring a smooth workflow and strong team chemistry. This role requires strong communication, time management, priority management, and data entry skills. The LP1 must professionally represent the LO and team and strive to “wow” internally and externally daily. Benefits: Be a part of one of the biggest mortgage coaching communities in the country! Strong company culture Coaching and professional development Compensation: $60,000 - $65,000 yearly Responsibilities: Essential Duties of this Position Lead Management: Contact all new leads within 4 hours (or as required) Track all leads using the Lead Tracker Onboard all leads into the CRM, maintain and obsess over all lead-tracking ratios Ensure borrower appointments are scheduled (phone, video, or face-to-face) Provide daily, monthly, quarterly annual lead management reports Calendar Scheduling Management: Set 100% of all appointments for LO and team Confirm all appointments via email, text phone (24+ hours in advance) Review next-day schedules for LO before leaving each day Answer 90% of incoming calls for LO and team Manage recurring face-to-face business partner meetings for LO Ensure LO is prepared for the daily Phone “Power Hour” Database Management: Maintain database organization for the LO Send quarterly Letter-from-the-Heart (LFTH) Evidence of Success (EOS) snailmail Manage birthday, home closing anniversary programs Coordinate 2+ monthly leveraged events (lunch ‘n learns, happy hours, etc) Help LO send 2+ email newsletters (minimum) and monitor open rates Send handwritten notes, birthday cards, post-closing surveys, gifts, etc Additional Responsibilities Ensure LO stays on track for all daily appointments Manage LO's emails (if applicable) Handle incoming mail and maintain a spotless desk (if not virtual) for LO Maintain and support LO's tech tools Assist with all administrative duties as needed Stay “one step ahead” of LO at all times Qualifications: Standard Job Requirements NMLS License (if required by LO) High school diploma or equivalent 40-hour workweek minimum Experience with major Loan Origination Systems (Encompass, Calyx Point, etc) Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote) Excellent verbal and written communication skills Strong time management and organization Ability to work under pressure and meet deadlines About Company Covita Lending is an Independent Mortgage Broker based out of Columbus, Ohio, that operates in Ohio, Florida, Georgia, and South Carolina. Covita Lending offers a wide range of lending options to meet your financial needs and circumstances. With nearly 40 years of combined experience as top-producing loan officers, our assurance is that whether you are a first-time buyer, interested in refinancing your mortgage, or a real estate investor, we're here to guide you through the process.$60k-65k yearly 22h agoLicensed Loan Officer - Consumer Direct
Lower LLC
Columbus, OH
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: Ready to take your mortgage career to the next level? If you're already thriving in a direct-to-consumer lending environment, you know the formula: high-quality leads, fast tech, and a company that backs you with real support. At Lower, we've perfected that model - and we're looking for licensed loan officers who want to close more deals, earn more, and make a bigger impact. What You'll Do Work high-intent inbound leads - no cold calling, just real conversations with ready-to-act borrowers. Connect via phone, text, and email to guide prospects through the loan process with clarity and confidence. Educate and advise borrowers on products that fit their goals - whether it's purchase, refi, or cash-out. Analyze credit and financial data to match customers with the right solution. Present pricing and terms in line with company standards and compliance requirements. Drive repeat and referral business through exceptional service and follow-through. Who You Are You hold an active NMLS license and have 1+ year of experience originating loans in a consumer-direct model. You're a closer - driven by performance, motivated by commission, and wired for results. You thrive in a fast-paced, tech-enabled environment and know how to manage a high-volume pipeline. You're passionate about helping people make smart financial decisions and delivering a 5-star experience. Experience with Encompass is a plus - but hustle and heart matter more. Why You'll Love Lower Best-in-class leads delivered daily - plus top-tier comp for any business you bring in yourself. A brand built on trust: 20K+ five-star reviews across Google, Zillow, LendingTree, and Facebook. Training that actually matters - weekly sessions to sharpen your skills and stay ahead of the curve. A culture that rewards performance and celebrates impact. What You'll Get Competitive commission structure with uncapped earning potential Full benefits: medical, dental, vision, paid holidays, PTO, parental leave Life insurance, short- and long-term disability, 401(k) with company match Corporate wellness program Employee discount on home mortgage purchases and refinances Where You'll Work Join us at our Columbus HQ at 711 N High Street - right in the heart of the Short North district. Want to close more loans with less friction? Let's talk. Apply now and see what it's like to work at a company that's built for loan officers - by people who get it. 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$60k-72k yearly est. Auto-Apply 60d+ agoAccount Executive (Mortgage Consultant) - Columbus, OH
Guidance Residential
Columbus, OH
We are the largest and most respected Sharia-Compliant home financier in the United States. Our company has the most recognized brand worldwide, and has been endorsed by 7 leading scholars as well as AMJA, the most respected scholarly body in the U.S. Our company has served the U.S. Muslim Community for over 20 years and provided over $10 billion in home financing purchase contracts in 34 states. Why should you join Guidance Residential? Our expert management team is committed to your success. Once you join our team, we will prepare you to pass the National Licensing Exam*. Once you pass, we will provide you with a hands-on training that will help you earn an annual income of $55-$75k. Job Description As an Account Executive, you will be responsible for outside sales for our unique faith-based home financing product to realtors, builders, and individuals. You will conduct sales presentations and seminars to various local mosques, organizations, and individuals for the purpose of securing home financing customers and closing 3 4+ home financing contracts per month. Job Duties Include Counsel, advise, and qualify home buyers for our programs Attend sales seminars and builder/realtor meetings to generate contract volume within your market area Secure home financing applications from consumers for the purpose of closing 3 4+ home financing contracts per month Work with processors to expedite and assist in the processing and closing of each contract according to company and government policies Keep informed of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to the overall home financing industry Other duties as assigned Job Requirements 2+ years of sales experience is a plus Purpose driven, self-motivated, focused on personal growth & development Bilingual - English/Urdu Knowledge of the local market Must be able to effectively communicate with customers, employees, and managers verbally or in writing via advanced telephone and email skills, as well as in person. Benefits and Advantages We will assign you to a marketing territory with an extensive network of mosques, real estate agents and broker offices. Your benefits will include one of the highest compensation packages in the industry, including a 401(k) plan with immediate match and a Roth feature, student loan repayment assistance, medical, dental and vision coverage, and more. Guidance is an Equal Opportunity Employer *Successful NMLS registration will be required * Must be authorized to work in the United States for any employer without sponsorship. We do not provide any type of employment sponsorships.$55k-75k yearly 60d+ agoSenior Home Lending Advisor - Columbus OH
Jpmorgan Chase
Columbus, OH
**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans$37k-70k yearly est. 60d+ agoMarketing Assistant
Crosscountry Mortgage
Columbus, OH
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: Join the CrossCountry team of over 6,000 employees by launching a career at our newest office in Columbus as a Marketing Analyst. This role will interact with customers to understand their unique needs and how our products can help them solve financial hardships. CrossCountry Mortgage offers a rewarding training program for those seeking an entry-level business role with room for professional growth. During the 3-month training program, trainees will learn about our industry and how clients interact with our social media pages. As a Marketing Analyst, this position will be a brand representative for CrossCountry and will be responsible for contacting those seeking information to determine their best loan options. This role works closely with Senior Loan Advisors and VPs of Mortgage Banking to gain insight into opportunities for advancement. CrossCountry Mortgage pays for pre-licensing education and provides study material for Marketing Analysts to quickly advance into the Loan Advisor role, where typical income ranges from $50,000 - $100,000 We have created a fun and rewarding working environment that will ultimately lead to opportunities for advancement. Job Responsibilities: Taking inbound calls via corporate phone system. Working hands-on with Columbus and Honolulu, HI lending teams. Gaining knowledge of the mortgage industry and understanding successful conversion techniques. Assisting originators in obtaining leads by coordinating communication and transferring identified customers via corporate phone system. Creating individualized customer service experiences for potential prospects. Classifying and distinguishing each lead contacted. Effectively managing and directing incoming marketing phone calls. Apply training to live interactions with clients. Qualifications and Skills: Bachelor's degree in business administration or related field, preferred. Excellent communication skills. Proficient in Microsoft Outlook and Excel. Adhere to tight deadlines and prioritize. 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. 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 ***************************$50k-100k yearly Auto-Apply 60d+ agoInside Sales - Homeowner Financing
Point
Remote job
100% Remote or Local At Point, we're on a mission to make homeownership more valuable and accessible for our customers. Collectively, we understand that homeownership is often a very long, highly unique, and individualistic journey. By unlocking the potential held within home equity, we help our homeowners gain financial flexibility, build debt resiliency, and accelerate their highly personal, and often, life-changing goals. With over $175M in backing from world-class investors like Andreessen Horowitz, Greylock, and Prudential, we're scaling quickly, and you will have a front-row seat to building something category-defining. Meaningful Impact: When the money homeowners need seems inaccessible or out of reach, you'll help them find the gap and a path forward to meeting their ambitions. High-performance Culture: We value grit, ambition, discipline, and a relentless drive to improve and get good so that we can best serve our customers. Trust & Credibility: 4.7 Trustpilot rating, A+ from the BBB. Remote-First Team: Thrive from anywhere in the U.S., while staying deeply connected through virtual collaboration and gatherings. What You'll Do Maximize lead-to-funding conversion: In understanding our prospects' need to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience. Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role's success hinders on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation. Convert with consultative selling: Run high‑volume call blocks, uncover homeowners' goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions. Drive your own growth: Play an active participant to role-plays, call reviews, and coaching. Plan out your day, track performance, test new tactics, and iterate for performance based on results. Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements. Why Top Performers Choose Point Earning potential: Your ambition drives your income. Earnings scale directly with activity, consistency, and the overall efficiency of pipeline execution. Equity + ownership: You share in our mission and our future. Purposeful work: This isn't transactional selling. You're personally helping 100s of homeowners each year to improve their lives and financial outcomes. Real recognition: We publicly celebrate performance and provide meaningful advancement opportunities. World-class support: Weekly coaching, clear metrics, and strong leadership help you win. Who You Are Top-tier performer: You don't just hit your quota, but it's your professional goal to exceed it consistently. Mission-aligned: You believe in our product's impact and truly want to guide qualified homeowners to make well-informed, opportune, and future-oriented decisions. Curious and coachable: You absorb feedback, experiment, and continuously improve. Highly organized: You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel. Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations. Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You are someone who embraces timely change, learns from failure, and finds resiliency through a consistent practice of reflection and accountability for your own self-improvement. Qualifications At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold. Experience managing a customer pipeline and driving deals to close. Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required. Bachelor's degree in Finance, Business, or a related field is preferred but not required. Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus. Familiarity with U.S. real estate or mortgage processing is helpful but not required. Strong computer skills, attention to detail, and a proactive, problem-solving mindset. Excellent communication skills, adaptable to change, and a collaborative team player. Must be able to travel for two mandatory onsite events per year. Must have a home office and be able to operate in a space without outside distraction. This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check. Point will cover all costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements. Our benefits Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays. Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ. Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2-3 days per week while receiving full base pay. Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success. Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement. Point has detailed the expected annual base salary and OTE for this role: All US metro areas | $60,000 base Additionally, this position offers uncapped commission, meaning your earnings potential is directly tied to your performance. For those meeting their targets, the expected On-Target Earnings (OTE) is approximately $90,000 in the first year. However, since commission is uncapped, top performers can earn well above OTE. To support new hires during their ramp-up period, we provide a $1,500 monthly commission guarantee for the first 3 months. Most Account Managers ramp up within 3-4 months, and from there, commissions typically increase as they gain experience and confidence in the sales process. This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Location Requirement: This is a remote position. However, candidates must reside in one of Point's states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, ME, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. California Consumer Privacy Act Notice$60k-90k yearly Auto-Apply 5d agoProcessing Specialist
Upstart Services
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 6d agoDirector, Mortgage Operations - REMOTE
Quorum Federal Credit Union
Remote job
Who is Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. Role Overview: The Director, Mortgage Operations steers operational excellence for all mortgage-related functions, leading a team of approximately 50 staff across processing, underwriting, closing and post-closing, quality control, and support. This role emphasizes continuous process optimization, strategic adoption of advanced technologies, and adaptive workforce development to achieve best-in-class service, safety, soundness, and financial performance. Reporting to the Chief Lending Officer, you will be accountable for process innovation, compliance and regulatory oversight, and proactive engagement with industry advancement. Key Responsibilities: Direct end-to-end mortgage operations, ensuring compliant, efficient, and quality-driven execution across all areas. Cultivate, develop, and retain high-performing teams through targeted coaching, mentoring, and upskilling; fostering a culture of adaptability, collaborating with internal and external stakeholders to unlock new opportunities. Lead initiatives to streamline workflows, minimize manual intervention, and maximize technology-enabled solutions (e.g., Encompass LOS, digital integration platforms). Maintain deep operational expertise in all mortgage products and services, keeping teams abreast of regulatory and industry changes. Actively monitor and enhance vendor and third-party relationships with rigorous performance benchmarking and alignment to organizational goals. Identify, evaluate, and implement emerging technologies and process enhancements that promote service excellence, risk reduction, and cost efficiency, always with a focus on safety and soundness. Guide project and change management for key organizational and departmental initiatives, ensuring deliverables support optimized turn times and cost ratios. Drive continuous process enhancements, workflow redesign ensuring regulatory compliance. Prepare, refine, and manage annual budgets, including revenue and expense planning, proactive variance reporting, and trend analysis for optimized resource utilization. Ensure accurate, timely reporting of production metrics, errors/exceptions, QC reviews, and compliance data. Lead preparation and response strategies for internal and external audits, applying corrective actions and preventive controls. Conduct ongoing vendor due diligence, manage risk assessments, and ensure policy compliance in partnership with enterprise risk and vendor management teams. Stay current on industry advancements, digital trends, and regulatory changes to proactively position the organization for sustained competitiveness. Launch and guide departmental initiatives in line with digital transformation goals (including, but not limited to, process standardization, automation, and next-gen functionality). Maintain timely and accurate generation of required disclosures and collection of fees, within tolerance and regulatory guidelines. Perform additional duties as required. Skills, Experience & Competencies: Bachelor's degree in Finance, Business Administration, or related discipline required. At least 10 years' mortgage/financial services experience, including no less than 5 years in a leadership capacity. Project management and leadership skills within the mortgage or financial services industry, coupled with a proven ability to adapt teams to evolving technology. Proven ability to streamline communication, improve decision-making, and enhance efficiency. Familiarity with GLIA and other digital client engagement platforms is a plus. Expertise in regulatory compliance (NCUA, Federal, Consumer, SAFE Act), industry guidelines, and audit requirements. Mastery of Microsoft Office; advanced proficiency with LOS (Encompass) and digital servicing platforms. Must meet SAFE Act requirements, including background checks and registration with NMLS. Environmental / Physical / Mental Requirements Stable internet connection with speeds high enough for video conferencing and screen sharing Smartphone with current iOS/Android OS Prolonged periods sitting at a workstation and working on a computer Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone Compliance/legal requirements Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.⯠Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process. Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations. This in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description. Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy. This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship. **PLEASE NOTE** We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico Quorum's opportunities are based in the US and US work authorization is required. We are not able to support current or future sponsorship. Salary Range: $160,000 - $170,000 per year. Individual salary will vary based on skills and experience. Discretionary incentive compensation may be available based on company and individual performance. Benefits: Medical, Vision, Dental, Retirement Benefits, and Paid Time Off (PTO) #LI-Remote$50k-59k yearly est. 31d agoCall Center Lending Specialist
Columbia Credit Union
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 55d agoRemote Producing Branch Manager- Anywhere in US
National Mortgage Staffing
Remote job
Now Hiring: Producing Branch Managers - Remote | Multiple States Compensation: Customized per platform | W2 with benefits | Overrides + Self-Sourced Comp | Signing bonuses in select roles About the Role: We're representing multiple mortgage platforms nationwide that are seeking Producing Branch Managers ready to scale a team, transition existing volume, or establish a new branch with the right operational and leadership support in place. Whether you're running a $2M/month branch or producing $1M personally with plans to grow, we'll align you with the model that fits - from delegated correspondent lending to broker-direct setups with advanced marketing and technology. Branch Manager Compensation Summary: Branch-Level Comp: Overrides on team production: 25-75 bps Individual production: 100-150 bps for self-sourced volume Broker/Correspondent hybrid model: Up to 275 bps (delegated/non-delegated) Some platforms offer: Immediate stock options (TX-based lender) Quarterly stock bonuses Dedicated LOA for transition onboarding In-house ops and marketing support CRM, tech, and recruiting tools built in No P&L required in many models - override-only setups available Volume Expectations: Branch minimum: $1.5M-$2M+ monthly Individual LO minimum: Typically 1-2 units/month or $400K-$1M+ in volume Ideal Candidates: Proven Producing Branch Manager (or team lead) with active state NMLS Licensed in any of the states where opportunities are open Experience recruiting and leading originators Seeking a growth-forward platform with competitive pricing and flexibility Strong grasp of compliance and a team-focused mindset Interested? Submit your resume to confidentially explore which platforms best align with your goals, compensation expectations, and team needs. We'll only match you to opportunities that make sense for your structure - no spam, no pressure. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.$51k-67k yearly est. 60d+ agoQueens Branch-Business Development Department / Residential Loan Associate
Bank of China Limited, New York Branch
Remote job
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview This position provides loan business, prepares loan analysis and loan recommendation to meet objectives set by the Branch Manager. Responsibilities Business Development: Originate and underwrite residential mortgage loans and maintain relationship with customers. Meet business objectives in the loan operation set by the department head and Branch Manager. Assist customer service representatives to originate new residential loan, Refinance and Modification Program. Credit Control: Handle loan business according to all bank policies and procedures, KYC Due Diligence requirements. Monitoring KRI and reporting criticized loan if applicable. Compliance: Update Residential Mortgage Lending Procedure as needed. Work on CFPB Consumer Metrics impacted by COVID-19 on monthly basis. Work on Compliance and Regulatory reports as needed to LCD periodically. Consumer Compliance Risk Assessment. Work and coordinate with BSA on Monthly Compliance Reporting. Inform customers of regulatory compliance requirement. Coordinate with external and internal examination to ensure business safety and soundness. Operation and Post-Lending Customer Service: Communicate with OSD and follow up with customers on tax, insurance, annual escrow disclosure statement, year-end escrow statement, escrow account or other post lending questions or issues due to Work from Home impacted by COVID-19. Report necessary documents or reports to Head Office. Work with ORD and QCU on third party vendor review and attend ORC meeting. Work with vendors of Ellie Mae and Equifax to meet Bank's operational risk requirement. Participate in loan business activities to ensure the loan operation is safety and soundness. Help to answer and resolve customer complaints and inquires. Seek unusual and irregular activities and, if any, reports to supervisor, BSA Officer and Branch Manager. Assist to complete distribution of all consumer lending disclosures, review completeness of loan application, arrange appraiser to appraise the value of properties and order credit report, review of appraisal report and credit report, prepare Credit Recommendation Report and commitment letter after loan approval. Arrangement of closing and the preparation of closing documents. Scan loan documentation to Laserfiche. Attend necessary business related trainings. Strictly comply with the BOC Global customer service standard & BOCNY performance evaluation. Qualifications Bachelor's degree required; major in Accounting, Finance, Economics or equivalent fields preferred Minumum 2 years of Residential lending experience required NMLS Certification is required Demonstrate knowledge in Credit Underwriting, Personal loan process, and Consumer compliance Bilingual ability in English and Mandarin required Pay Range USD $42,000.00 - USD $90,000.00 /Yr.$42k-90k yearly Auto-Apply 52d agoConsumer Lending Indirect Processor
Fourleaf Career
Remote job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Consumer Lending Indirect Processor plays a crucial role in supporting the lending department by processing loans. This position ensures all necessary indirect or third-party vendor documentation is in place and that the loan funding process runs smoothly and efficiently. Required days are Monday - Friday 8:00 am - 5:00 pm. This is a fully remote position. Core Contributions Review Loan Applications: Ensure completeness and accuracy of indirect and third-party vendor consumer loan applications, verifying all conditions and income to comply with lending policies and regulations. Process and Fund Loans: Prepare and send documentation, verifying accuracy in all systems when loans are funded, including knowledge of general ledger mapping from LOS to CORE and interfaces to other systems. Pipeline Management: Track loan application status to ensure timely processing and interact with dealers to advise and clear funding issues. Dealer Inquiries: Manages dealer inquiries within the service level guidelines related to the loan process and provides update. Inquiries may come as a phone call or via the LOS. Collaboration: Work closely with senior management and other departments to ensure seamless loan processing, lien perfection, and member onboarding. Compliance and Audit: Address compliance and audit issues, providing resolutions and keeping the Processing Manager informed. Product Knowledge: Maintain strong knowledge of lending products, conditions, income review, and acceptable documentation. Assets You Will Bring High School Diploma or GED. Minimum of 3 years in Consumer Lending, preferably with experience in indirect processing and communicating with dealerships. Experience with ARCOS, Seamless, and DNA systems. NMLS License. Proficient in Excel and Word. Strong analytical skills. Attention to detail. Excellent communication (written and verbal). Ability to manage multiple priorities. The estimated salary for this role is $28.29 to $33.25 per hour. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.) What Sets Us Apart? Along with a comprehensive benefit package, we offer: Competitive 401k Tuition reimbursement Flexible work options Volunteer opportunities Water Cooler Chats with executive teammates Clubs & Sports Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.$28.3-33.3 hourly 60d+ agoAVP, Market Development Manager
Technology Credit Union
Remote job
The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory. Responsibilities Essential Duties Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies. Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals. Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Sells and processes, Tech CU's products & services in person and via Virtual Branch Collaborates with internal partners to optimize outreach efforts. Connects and develops relationships with key employers as well as business and civic leaders in the territory. Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc. Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity. Participates in community organizations and events aligned with Tech CU's organizational objectives. Utilizes social media channels to promote events and engage community and Tech CU membership. Maintains current industry, competitive and product knowledge. Develops and nurtures a network of referral sources and business contacts. Communicate sales results to own manager for inclusion in territory management reports. Works under general supervision from leadership. May offer periodic coaching to other less experienced staff. Schedule Full-time; 40+ hours/week Flexible within core business hours, M-F (or as directed by management) Occasional extended early morning or late evening hours, and weekends, typically with advance notice. Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in related business discipline or equivalent work experience. Experience: 7+ years of experience in related disciplines products, policies and procedures. 3+ years of outside sales or business development experience. Knowledge/Skills/Abilities: Strong leadership and sales acumen. Solid time and project management skills. Solid ability to self-manage priorities. Self-motivated and goal driven. Strong knowledge of financial products and services, the financial services industry and the competitive landscape. Proficient in Microsoft Office products Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts. Strong knowledge and ability to facilitate workshops/seminars in-person and virtually Positive disposition. Solid team orientation. Strong commitment to make excellence a habit. Strong written, verbal and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice. Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Walk/travel 60-80% of the time to develop business. While in the office (headquarters, branch or remote office) may sit 20-40% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Ability to lift items up to 25 lbs. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. 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. Pay and Benefits Position Grade: 106 Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations$97k-135k yearly Auto-Apply 10d agoVirtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required
Jpmorgan Chase & Co
Columbus, OH
JobID: 210687005 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************$30k-67k yearly est. Auto-Apply 24d agoSenior Exam and Licensing Management Program Manager
Flywire
Remote job
Are you ready to trade your job for a journey? Become a FlyMate! Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we're on a mission to deliver the world's most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world. What more do we need to truly be unstoppable? Perhaps, that is you! Who we are: Flywire is a global payments enablement and software company, founded more than a decade ago to solve high-stakes, high-value payments in higher education. We've since scaled into new regions and industry verticals and expanded our product offerings to deliver meaningful value to our clients around the world. Today we support more than 4,800 clients across the global education, healthcare, travel & B2B industries, with diverse payment methods across 240 countries & territories and more than 140 currencies. With over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide, we're looking for FlyMates to join the next stage of our journey as we continue to grow. Job Description The Opportunity: To support our continued growth worldwide, Flywire is seeking a dedicated and experienced Senior Manager, AML Compliance. This US based role, will report to the Chief Compliance Officer, Flywire Corporation. This will be a varied role leading our Compliance team, responsible for Flywire Global Corp., Flywire's licensed U.S. entity. Experience in leading teams, quickly understanding new ideas and concepts, knowledge of US and global payments compliance, and a background in financial crimes compliance with strong global knowledge of Anti-Money Laundering (AML) and other compliance regulations is required. Key Responsibilities Manage and administer Flywire Global Corp's Anti-Financial Crimes Compliance Program including: Licensing and Exam Management, NMLS, Know Your Customer (KYC), Government Sanctions, Program Governance, AML Training, Regulatory Reporting, and Anti-Fraud. Work on various projects and miscellaneous issues, such as bank and partner due diligence questionnaires as needed. Liaise with business partners and compliance leadership on higher risk cases as needed Proactively enhance compliance processes allowing Flywire to be compliant while managing risk Create and/or edit Policies and Procedures for areas of responsibility Advise business and compliance colleagues on financial crimes compliance and licensing requirements as needed Qualifications What we are looking for: Bachelor's Degree, or 10+ years of experience in financial services compliance, with a focus on Financial Crimes Compliance Mastery of USA AML/CTF Standards (i.e. BSA / Patriot Act) Strong understanding of U.S. and global licensing regulations Oversight and administration of the U.S. State Regulators NMLS database for Flywire Global Corp Proven experience handling Regulatory, Audit and Independent Review examination requests Knowledge of global payments regulatory frameworks and/or regulation Good analytical and problem-solving skills; global collaborator with strong communications skills Experience managing projects remotely and in other parts of the world The ability to work independently and lead by example and provide directional guidance to other employees A strong attention to detail with an ability to execute tasks within a small and flexible team The ability to organize workload to meet deadlines and manage competing and sometimes changing priorities A proven track record of execution and delivery of tasks through to completion Experience managing people remotely Additional Information What We Offer: Competitive compensation, including Restricted Stock Units Employee Stock Purchase Plan (ESPP) Flying Start - Our immersive Global Induction Program Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media Dynamic & Global Team (we have been collaborating virtually for years!) Wellbeing Programs (Mental Health, Wellness) with Global FlyMates Be a meaningful part in our success - every FlyMate makes an impact Competitive time off including FlyBetter Days to volunteer in a cause you believe in and Digital Disconnect Days! Great Talent & Development Programs Submit today and get started! We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions. Flywire is an equal opportunity employer. With over 30 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we're excited to watch our unique culture evolve with each new hire. Flywire is an equal opportunity employer. #LI-Remote$94k-133k yearly est. 8h agoBPL Underwriter - Valere Commercial
Crosscountry Mortgage
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 BPL Underwriter is an experienced mortgage professional specializing in complex transactions including fix and flip, multifamily, senior bridge, and construction loans. This role demonstrates skill in structuring deals, analyzing financial and property valuations, and ensuring compliance with company policies and regulatory standards. The BPL Underwriter collaborates cross-functionally with production, closing, and legal teams to deliver tailored lending solutions and drive successful loan execution. Job Responsibilities: Lead the underwriting process while managing deal timelines, developing credit recommendations, and ensuring compliance with company policies. Work directly with production teams to develop loan structures that will meet clients' financial objectives; develop and maintain strong relationships with production and closing departments. Prepare underwriting narratives and independent cash flow estimates, focusing on large, complex transactions, including multifamily, senior bridge and construction loan deals. Evaluate the market competitiveness of the proposed collateral and determine the economic feasibility of transactions; conduct detailed economic and market research. Model and review cash flows, financial statements, and analyze property valuations. Review third party reports from vendors such as appraisers, surveyors, and engineers to ensure compliance with all requirements. Collaborate with loan officers, loan closers, and legal counsel to move loan requests through the approval and closing process. Conduct and participate in customer meetings and conference calls. Present recommendations to the appropriate levels, including all key documentation. (term sheets, applications, commitments, credit memos, etc.) Crosstrain across Valere's various products and exit strategies to cultivate ability to underwrite a variety of deal types. Qualifications and Skills: Bachelor's Degree in Statistics, Business, Finance, Accounting or Economics, preferred. 5+ years of experience underwriting Single, Multifamily and Commercial Real Estate Loans; experience with building or utilizing cash flow model technologies, preferred. Completion of a formal commercial loan underwriting training program (Ex. Omega), preferred. Experienced in high-volume environments, efficiently managing assignments to consistently meet deadlines. Skilled in prioritizing tasks and avoiding distractions to meet deadlines without direct supervision in a remote work environment. Experience with Moody's Credit Lens, preferred. Advanced knowledge of commercial real estate underwriting, including the development of cash flow forecasts and pricing metrics. Excellent oral and written communication skills. Proficient in Microsoft Office Suite. Ability to travel as needed to execute the expectations of the role. 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: Hourly Rate: $48.08-$57.69 Bonus: Eligible for discretionary bonus incentive. 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 ***************************$48.1-57.7 hourly Auto-Apply 60d agoMember Relationship Center - Member Relationship Consultant - Full Time - Remote (AK,WA,WY)
Nuvision Federal Credit Union
Remote job
Sign-on bonus available for eligible external applicants! Contact us today to learn more! The Member Relationship Consultant will assist with inbound/outbound calls with potential members seeking to open new memberships and enhance member's relationships with the credit union. They will also call on leads from our existing member base to meet or exceed credit union goals. This position cross-sells Credit Union products and services including: deposits, loans, Investments, insurance products, first mortgages and Autoland. This position is expected to represent the Credit Union in a positive and professional manner at all times and required at a minimum to meet or exceed assigned members service and/or sales goals. This position adds value by presenting a professional image of the Credit Union since this is the first point of contact for members. This position supports Credit Union depository and lending products as well as assists in the achievement of overall service and sales related goals. Responsibilities: Generate business through inbound/outbound calls using call lists to achieve sales goals. Work directly with members/potential members via telephone, and email having conversations that matter goals and provides appropriate solutions. Educates members on product offerings and services to improve their financial well-being. Explains pricing and answers questions from members/potential members building value in the member relationship. Proactively reach out to members by phone to review relationships. Follows up with members/potential members via telephone or email following initial contact. Manage current pipeline, DMV documents, and operation documents. Resolving member requests-calculating terms on loans/Certificates Exemplify “Conversations that Matters” with every member interaction Continued product education and compliance training to better service member calls. Maintains accurate daily record of member conversations in CRM. Minimum Qualifications: Minimum 3 years related experience with Nuvision and/or prior loan experience with a proven track record in meeting and or exceeding sales goals Proven ability to originate business through outbound calling activity. Working knowledge of applicable law, regulations, compliance practices and Credit Union procedures. Solid knowledge of deposit, loan and ancillary products/services Basic understanding of applicable lending regulations Excellent communication and phone skills including professional verbal skills and etiquette Strong interpersonal skills in order to effectively communicate with members, staff and management Able to listen, identify a need and offer a solution to a members need. Solid computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel) Able to manage multiple tasks and follow through with member requests with high priority. Preferred Qualifications: 4+ years related experience with Nuvision and/or prior loan experience with proven track record in meeting and/or exceeding service and performance goals. Able to assemble facts, weigh alternative solutions and make sound decisions. Website: nuvisionfederal.com/careers Education: High school education NMLS Registered Successful completion of all compliance related coursework Pay scale by applicable geographic location: Alaska: Min-$25.90 Mid-$32.38 Max-$38.85 Washington: Min-$26.54 Mid-$33.17 Max-$39.80 Wyoming: Min-$22.52 Mid-$28.15 Max-$33.78 The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of applicable experience within the job, the type of years and experience within the industry, job related training/education, etc. Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship. Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement$30k-33k yearly est. 4d agoVirtual Branch Sales Representative
Kemba Financial Credit Union
Columbus, OH
Title: Virtual Branch Sales Representative Reports to: Virtual Branch Sales Manager Supervises: None Status: Non-Exempt Objective The Virtual Branch Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity. Duties and Responsibilities Professionally Member service activity associated with loan and deposit services: Provide accurate information for all products and services, as well as the status of all Member accounts Cross-sell alternative or additional services where they best fit the Member s needs Generate checking accounts for new and existing Members Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service Accurately document all requests for new membership, loans, deposit accounts and ancillary services Effectively organize and prioritize Member requests and concerns to provide outstanding member experience Provide basic financial services advice to Members that promotes their financial well-being Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member sales and service Assist other MSRs and lending staff based on work requirements Meet or exceed all sales, service and productivity goals established for this position Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA Maintain an up-to-date status of all sales support and processing activity with routine reporting to management Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Respond appropriately to criticism from a supervisor Performs other duties as required by management Required Qualifications High school diploma or equivalent education and experience Prior over-the-phone or platform sales experience preferably in a banking environment Prior experience in a customer service role Strong organizational skills and attention to detail Must value a high degree of accuracy and speed Professional demeanor Effective communication skills Desired Qualifications Prior experience in a financial/banking institution Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. #CRPKMB$37k-46k yearly est. 53d agoBranch Relationship Manager
Telhio Credit Union
Columbus, OH
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities Lead, plan and manage branch financial performance Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training. Inspire each member of the branch team to achieve performance excellence and create lasting member relationships. Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired Recruit, retain and hire talent based on business needs Conduct quarterly and annual performance evaluations for all direct reports Build lasting member relationships internally and externally to contribute to achieving branch results Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events. Communicates openly with team and possesses the ability to make tough decisions. Manage and lead staff to conduct branch operations in accordance with our policy and procedures Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members Manage and correct member complaints and handle all escalated items. Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable Open deposit and lending accounts and complete maintenance for existing and new members when applicable Other job duties and functions as assigned by leadership Responsible for all branch operations and audits. Ensure proper timekeeping for all branch staff. Manage & Lead Staff to conduct Branch Operations. Ensuring branch has all the necessary marketing and supplies to operate. Ensures proper branch cash levels are maintained by managing cash delivery/shipment. All scheduling done efficiently and effectively to accommodate member needs Responsible for branch performance in all metrics, including, but not limited to: Sales performance Member service Operational efficiencies Manage employee development and training effectively Ensure on-the-floor marketing materials are current. Ensure all necessary reporting is updated. Inform and update staff regarding new marketing promotions. Attend training/meetings as required by management. Lead meeting, as necessary, with branch employees. Complete all necessary reporting as required by management Mentor, coach, and motivate other team members (new and existing). Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups. Builds and maintains a dynamic culture. Completes performance reviews bi-annually, as directed by Telhio Leadership. Qualifications: High School Diploma/Equivalent (Required) Associates degree (Preferred) 3-5 years leadership experience (Required) 6-8 years of Retail Banking experience (Required) 1-3 years of Business Banking experience (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Demonstrates in depth knowledge of financial products and banking regulations Demonstrates strong member advisory skills Demonstrates experience with/broad understanding of personal and commercial financial solutions Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability. What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer$69k-97k yearly est. 60d+ ago