If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
will be on-site at our Granite Quarry branch location, M-F 8:30-5:30*
Purpose
Experienced Mortgage Loan Specialists responsible for the full real estate loan process across all delivery channels. MLS should have a solid understanding of the entire real estate loan cycle and servicing functions.
Duties
Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process via phone, digital delivery, email, and chat.
Independently assess and underwrite real estate loan applications including but not limited to applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk with the ability/authority to extend credit or deny for real estate loan products within assigned tiered approval lending limits. Communicate approval or denial decisions to members in a clear and professional manner.
Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
Assist membership with servicing of existing mortgage and home equity loans.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions.
Coordinate member engagement with the Real Estate Lending Processing Center.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make referrals for other Credit Union products and services based on their needs.
Ensure well documented, easy to review loan application history notes within the Loan Origination System.
Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
Maintain strong adherence to set schedule while meeting minimal set expectations and established KPIs and metrics for role.
Handle incoming member correspondence for the department on a rotational basis.
Complete additional tasks assigned by management.
Requirements
Must have high school diploma or GED equivalent.
Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Successful completion of Consumer Lending Program courses and subsequent exam is required before moving to this role.
Minimum of 2 years' mortgage lending experience strongly preferred.
Minimum tier 2 lending limits assigned.
Demonstrated proficiency at current lending approval authority.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has or is eligible to be registered as an active MLO with the NMLS.
Must be organized and meticulous.
Ability to manage multiple responsibilities simultaneously while actively prioritizing incoming member interaction.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
Has completed all required modules.
Has completed all required quarterly training courses & other training assigned by management.
Consistently demonstrates SECU's Core Values.
Recommendation of VP/SVP for advancement to this level.
Must be able to speak and write English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Job Environment
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required while training.
Possibility of remote/hybrid work. In the event of remote work, employee must possess a professional home environment free from distractions.
Some evening, weekend, and holiday work may be required.
Physical Demands
Must be able to comprehend and carry out job requirements.
Job requires a substantial amount of sitting and computer usage.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Answer and operate a telephone.
Lift up to 15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$40k-49k yearly est. Auto-Apply 10d ago
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Junior Loan Officer
Financial Freedom Mortgage 4.6
Evesham, NJ jobs
Financial Freedom Mortgage based in Marlton, NJ is looking for qualified Junior LoanOfficers. Within this role, you will be our customer's first contact so you must make a great initial impression. You will explain our process to potential borrowers and how they may qualify to work with us. When they are ready, you will take down their information, answer any questions they may have, and deliver excellent customer service. Once the potential borrower's information has been taken and put into an application, a licensed LoanOfficer will take over the call to close the deal.
Duties:
- Make 200-300 outbound calls per day
-Deliver prepared questions, reading from scripts that describe our financial services
-Overcome any objections from homeowners to obtain any necessary information for loan application
-Input customer details on paper application, internal computer system, and automated phone system
-Verify customer information is correct on all forms
-Contribute to team effort by accomplishing daily and weekly performance objectives
Qualifications
-Positive attitude and lots of energy
-Experience in sales or call center environment preferred, such as previous financial services or banking
-Highly effective communication skills
-Ability to handle rejection and turn "No" into "Yes"
-Strong work ethic with desire to overachieve
Additional Information
All your information will be kept confidential according to EEO guidelines.
$30k-47k yearly est. 60d+ ago
Reverse Mortgage Professional
Finance of America Reverse LLC 4.5
Conshohocken, PA jobs
Job Description
About Us
At Finance of America, we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our unique range of reverse mortgages allow homeowners 55+ to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals, we provide the financial flexibility they need to move forward with confidence.
Finance of America is guided by five values: We are customer obsessed, they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.
To learn more about us, visit ************************
Responsible for calling all company provided leads and selling the loan products offered by Finance of America Reverse (FAR) by meeting and calling on clients, referral sources, and business prospects.
Expectations
Produces high quality loans which meet Reverse Mortgage guidelines while providing superior customer service.
Manages personal pipeline production and achieves production goals.
Resolves problems relating to the closing and funding of loans.
Follows the Company standards for delivery of integrity, client focus, teamwork and respect for each individual in every interaction.
Exhibits observable sense of urgency in the execution of all job functions and duties.
Meets or exceeds levels of Customer Service delivery established by the Company.
Performs other duties as assigned.
Qualifications - Education Requirements
High School Diploma
Qualifications - Education - Preferred
Bachelor's Degree
Qualifications - Experience/Skills/Competencies
Minimum 6 months of experience with Reverse Mortgage Sales or other related Mortgage origination.
Active NMLS License is required.
Excellent written communication and interpersonal skills.
Demonstrated computer proficiency.
Previous call center experience.
Successful completion of reverse mortgage originator training is required.
Prior experience working with automated Loan Origination Systems.
Self-motivated and excellent customer service skills.
Highly proficient with Microsoft Word, Excel, PowerPoint and Outlook.
Possess a hybrid of technical and soft skills.
Ethical, with a commitment to company values.
Compensation
The base salary range for this position is ($7.25 - $20.00) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate's work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.
Additional Information
The application deadline for this job opportunity is 11/10/2025.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Finance of America Reverse is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.
$7.3-20 hourly 17d ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Hoboken, NJ jobs
Job DescriptionOur lending team is experiencing tremendous growth and we are looking for a results-oriented junior loanofficer who can generate new business and referrals and assist our senior loanofficers in creating and closing loan packages. Lending or mortgage industry experience is not required but is a tremendous asset. If you are tenacious, driven, and love a fast-paced career that allows your communication and interpersonal skills to truly shine, please start your application today!Compensation:
$50,000 - $70,000 yearly
Responsibilities:
Communicate with the senior mortgage loanofficer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant's financial status
Meet sales expectations, generate new business, get referrals, and monitor sales pipeline
Gather financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility
Interface between loan processor, senior loanofficer/ mortgage loan originator, underwriter, mortgage lender or mortgage banker, and realtors on behalf of the applicant as needed to ensure a successful loan transaction
Create personal relationships with loan applicants - offer additional information and answer questions about home mortgage products
Qualifications:
High school diploma or equivalent required; Bachelor's degree is desired
Knowledge of guidelines for loan programs and various types of loans such as FHA, commercial loans, VA, etc is an asset, but not required
Possess the intention to complete a training program to obtain NMLS/ MLO/ state license
Experience in real estate, lending institutions, credit unions, financial services, or related fields is desired, but not required
Superb relationship, sales, communication, and MS Office skills are needed
About Company
CrossCountry Mortgage (CCM) is the #1 retail mortgage lender. We have been recognized nine times on Inc. 5000's Fastest-Growing Private Companies list and have received countless 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 enterprising 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, and vision, as well as a 401(k) with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
$50k-70k yearly 29d ago
Entry Level - Junior Loan Officer
Loan Simple 3.7
Chandler, AZ jobs
Job description:
Launch Your Career in Mortgage Finance with Loan Simple's P.A.T.H. Program
Are you ambitious, motivated, and hungry for a career that rewards hustle with six-figure potential?
Do you want to help everyday people achieve the American dream of homeownership - while creating your own path to financial freedom and personal growth?
If that sounds like you, your future starts here.
Welcome to the P.A.T.H. - Your Professional Advancement Training & Honors Program
At Loan Simple, we don't just offer jobs - we build careers. Our Junior LoanOfficer P.A.T.H. program is a fully paid, hands-on apprenticeship designed to turn high-potential individuals into licensed LoanOfficers ready to thrive in one of the most rewarding industries in the country.
In just 3-4 months, you'll go from apprentice to licensed professional, supported every step of the way with world-class training, real-world experience, and personalized coaching.
What You'll Do:
Field sales calls and help future homeowners take their first step
Learn the ins and outs of mortgage finance while earning a paycheck
Build rapport, ask the right questions, and deliver trusted service
Train for your license - we pay for your course and fees
Earn promotions and income increases at each milestone
Graduate to a full LoanOfficer role - with uncapped earning potential
What is a LoanOfficer?
A LoanOfficer is a licensed financial expert who helps people secure the ideal home financing based on their needs. You'll learn how to:
Understand credit and loan programs
Navigate federal and state lending guidelines
Offer real solutions that build real wealth for your clients
Why Join Loan Simple?
Founded in 1997, Loan Simple is a national, forward-thinking mortgage lender built to grow - and help you grow with us. We combine the energy of a high-performance sales culture with deep expertise, exceptional tech, and unwavering support.
The Perks:
Paid training and licensing (we cover all costs)
Coaching, mentorship, and skill workshops
Amazing culture and high-performance team environment
Career advancement from day one
Medical, dental, vision, 401K, FSA
Growth. Leadership. Legacy-building.
What You Bring:
Sales or customer service experience (retail, hospitality, service industry, etc.)
Competitive spirit and relentless drive to succeed
A self-starter mindset and hunger to learn
Strong communicator and team player
Integrity and work ethic above all
Ask Yourself: Are you ready to launch your career?
If the answer is yes-don't wait. We're growing fast, and spots are limited.
$31k-42k yearly est. 45d ago
Mortgage Loan Specialist
State Employees' Credit Union 3.8
Elon, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Experienced Mortgage Loan Specialist responsible for the full real estate loan process across all delivery channels. MLSs should have a solid understanding of the entire real estate loan cycle and servicing functions. Actively identifies, develops, and maintains a source of referrals from realtors, builders, Credit Union colleagues and the community for new mortgage lending opportunities.
Duties
Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process.
Independently assess and underwrite real estate loan applications including but not limited to applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk with the ability/authority to extend credit or deny for real estate loan products within assigned tiered approval lending limits. Communicate approval or denial decisions to members in a clear and professional manner.
Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
Seek guidance for complex lending situations and approval authority from a Sr MLS or above.
Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
Assist membership with servicing of existing mortgage and home equity loans.
Collaborate with RELO VP/SVP on training and loan approvals.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions.
Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration and assist members with real estate loan closings.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make referrals for other Credit Union products and services based on their needs.
Ensure well documented, easy to review loan application history notes within the Loan Origination System.
Work with Lending Contact Center to provide assistance with mortgage lending calls when needed.
Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities.
Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume.
Work with lending contact center to provide assistance with mortgage lending calls when needed.
Consumer unsecured lending as assigned.
Answer phone and perform other clerical duties as needed.
Complete additional tasks assigned by management.
Requirements
Must have high school diploma or GED equivalent.
Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Successful completion of Real Estate Lending (RELP) courses and subsequent exam is required before moving to this role.
Additional Modules Required:
Wires
Credit Cards
Estate Basics
Financial Advisory Services (FAS) Overview
Life Stages & Events
Has demonstrated proficiency in all aspects of the Associate MLS role.
Minimum of 2 years' mortgage lending experience strongly preferred.
Minimum tier 2 lending limits assigned.
Demonstrated proficiency at current lending approval authority.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has or is eligible to be registered as an active MLO with the NMLS.
Must be organized and meticulous.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
Has completed all required quarterly training courses & other training assigned by management.
Consistently demonstrates SECU's Core Values.
Recommendation of VP/SVP and RELO VP/SVP required for advancement to this level.
Must be able to speak and write English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment.
Job Environment
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required.
Physical Demands
Must be able to comprehend and carry out job requirements.
Job requires a substantial amount of sitting and computer usage.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Answer and operate a telephone.
Lift up to15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$40k-49k yearly est. Auto-Apply 29d ago
Mortgage Loan Specialist
State Employees' Credit Union 3.8
Asheboro, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Experienced Mortgage Loan Specialist responsible for the full real estate loan process across all delivery channels. MLSs should have a solid understanding of the entire real estate loan cycle and servicing functions. Actively identifies, develops, and maintains a source of referrals from realtors, builders, Credit Union colleagues and the community for new mortgage lending opportunities.
Duties
Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process.
Independently assess and underwrite real estate loan applications including but not limited to applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk with the ability/authority to extend credit or deny for real estate loan products within assigned tiered approval lending limits. Communicate approval or denial decisions to members in a clear and professional manner.
Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
Seek guidance for complex lending situations and approval authority from a Sr MLS or above.
Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
Assist membership with servicing of existing mortgage and home equity loans.
Collaborate with RELO VP/SVP on training and loan approvals.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions.
Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration and assist members with real estate loan closings.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make referrals for other Credit Union products and services based on their needs.
Ensure well documented, easy to review loan application history notes within the Loan Origination System.
Work with Lending Contact Center to provide assistance with mortgage lending calls when needed.
Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities.
Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume.
Work with lending contact center to provide assistance with mortgage lending calls when needed.
Consumer unsecured lending as assigned.
Answer phone and perform other clerical duties as needed.
Complete additional tasks assigned by management.
Requirements
Must have high school diploma or GED equivalent.
Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Successful completion of Real Estate Lending (RELP) courses and subsequent exam is required before moving to this role.
Additional Modules Required:
Wires
Credit Cards
Estate Basics
Financial Advisory Services (FAS) Overview
Life Stages & Events
Has demonstrated proficiency in all aspects of the Associate MLS role.
Minimum of 2 years' mortgage lending experience strongly preferred.
Minimum tier 2 lending limits assigned.
Demonstrated proficiency at current lending approval authority.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has or is eligible to be registered as an active MLO with the NMLS.
Must be organized and meticulous.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
Has completed all required quarterly training courses & other training assigned by management.
Consistently demonstrates SECU's Core Values.
Recommendation of VP/SVP and RELO VP/SVP required for advancement to this level.
Must be able to speak and write English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment.
Job Environment
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required.
Physical Demands
Must be able to comprehend and carry out job requirements.
Job requires a substantial amount of sitting and computer usage.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Answer and operate a telephone.
Lift up to15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$40k-49k yearly est. Auto-Apply 34d ago
Mortgage Loan Specialist
State Employees' Credit Union 3.8
Charlotte, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Provide highest quality member service through the origination of quality residential mortgage and equity loan applications received through all delivery channels across the organization.
Duties
Receive and assist in the completion of real estate related loan applications, while serving as the primary point of contact for applicants during the application and initial approval stages.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications, and obtaining required documentation to facilitate initial loan approval.
Determine applicant(s) needs and offer appropriate mortgage products.
Independently assess applicant(s) credit worthiness, and affordability, with the ability/authority to extend initial pre-approval to applicant(s).
Identify, develop, and maintain a source of referrals for new mortgage lending opportunities.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Properly price and disclose loan applications.
Coordinate member engagement with Real Estate Lending Processing Center within Loan Administration.
Make recommendations regarding other Credit Union products and services.
Assist membership with servicing of existing mortgage and home equity loans.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make recommendations based on their needs.
Ensures well documented, easy to review loan application history notes within the Loan Origination System.
Support branch employees with all real estate related needs and ensuring employees have the information needed in order to be comfortable referring all potential applicants to discuss mortgage lending opportunities.
Engage with the community on a regular basis by meeting with realtors and other third parties as well as attending community events in order to build and maintain mortgage loan pipeline.
Answer phone and perform other clerical duties as needed.
Complete additional tasks assigned by management.
Requirements
4-year degree, CCUE Certification, or Associate in Arts degree or Associate in Science degree via the North Carolina College Transfer Program (NC-CTP) preferred.
Minimum of 2 years' lending experience.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with branch personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has registered as an active MLO with the NMLS.
Must be organized and detail oriented.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills.
Must be able to speak English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Job Environment
Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required. Possibility of remote/hybrid work.
Physical Demands
Must be able to comprehend and carry out job demands.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Must be able to comprehend phone calls.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$40k-48k yearly est. Auto-Apply 34d ago
Mortgage Loan Specialist
State Employees' Credit Union 3.8
Clayton, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose Provide highest quality member service through the origination of quality residential mortgage and equity loan applications received through all delivery channels across the organization.
Duties
Receive and assist in the completion of real estate related loan applications, while serving as the primary point of contact for applicants during the application and initial approval stages.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications, and obtaining required documentation to facilitate initial loan approval.
Determine applicant(s) needs and offer appropriate mortgage products.
Independently assess applicant(s) credit worthiness, and affordability, with the ability/authority to extend initial pre-approval to applicant(s).
Identify, develop, and maintain a source of referrals for new mortgage lending opportunities.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Properly price and disclose loan applications.
Coordinate member engagement with Real Estate Lending Processing Center within Loan Administration.
Make recommendations regarding other Credit Union products and services.
Assist membership with servicing of existing mortgage and home equity loans.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make recommendations based on their needs.
Ensures well documented, easy to review loan application history notes within the Loan Origination System.
Support branch employees with all real estate related needs and ensuring employees have the information needed in order to be comfortable referring all potential applicants to discuss mortgage lending opportunities.
Engage with the community on a regular basis by meeting with realtors and other third parties as well as attending community events in order to build and maintain mortgage loan pipeline.
Answer phone and perform other clerical duties as needed.
Complete additional tasks assigned by management.
Requirements
4-year degree, CCUE Certification, or Associate in Arts degree or Associate in Science degree via the North Carolina College Transfer Program (NC-CTP) preferred.
Minimum of 2 years' lending experience.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with branch personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has registered as an active MLO with the NMLS.
Must be organized and detail oriented.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills.
Must be able to speak English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Job Environment
Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required.
Physical Demands
Must be able to comprehend and carry out job demands.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Must be able to comprehend phone calls.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$41k-49k yearly est. Auto-Apply 10d ago
Associate Mortgage Loan Specialist
State Employees' Credit Union 3.8
Kenansville, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process.
Duties
Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process.
Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner.
Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
Seek guidance for complex lending situations and approval authority from an MLS or above.
Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
Assist membership with servicing of existing mortgage and home equity loans.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term and market conditions.
Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 1) with SVP recommendation.
Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make referrals for other Credit Union products and services based on their needs.
Ensure well documented, easy to review loan application history notes within the Loan Origination System.
Work with Lending Contact Center to provide assistance with mortgage lending calls when needed.
Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities.
Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume.
Consumer unsecured lending as assigned.
Answer phone and perform other clerical duties as needed.
Complete additional tasks as assigned by management.
Participate in additional training and continuing education to enhance knowledge of mortgage originations.
Requirements
Must have high school diploma or GED equivalent.
Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Attend Excel and Elevate - New Employee Training (E&E).
Real Estate Lending Program (RELP) completed within 6 months.
The following 10 Core Modules will be completed after E&E and subsequent training sessions:
Checking Accounts
Member Eligibility
Money Market Share Accounts
SECU Policies Overview
Share Accounts
Lending Overview
NCUA Coverage
Cooperative Principles
Online Services
We Are SECU!
Additional Modules Required:
SECU's Member-Facing Websites
Branch Security Measures
Account Titling & Designations
Funds Transfer
Member Identification
Check Acceptance
MARGO Platform
Account and Profile Maintenance
Advances
Safe Deposit Boxes
Previous SECU and/or lending experience preferred.
Minimum tier one lending limits assigned at this level.
Completion of all requirements of the Associate MSO position preferred, but at a minimum must learn the following quick actionable items:
Notaries
Safe deposit box entrance
Opening and closing of the branch
Front desk duties
Other dual control assistance as needed.
Approving Wires and Cashier's Checks
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has or is eligible to be registered as an active MLO with the NMLS.
Must be organized and meticulous.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
Has completed all required quarterly training courses & other training assigned by management.
Consistently demonstrates SECU's Core Values.
Recommendation of VP/SVP for advancement to this level.
Must be able to speak and write English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment.
Job Environment
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required.
Physical Demands
Must be able to comprehend and carry out job requirements.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Answer and operate a telephone.
Lift up to 10-15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$41k-50k yearly est. Auto-Apply 6d ago
Associate Mortgage Loan Specialist
State Employees' Credit Union 3.8
Durham, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process.
Duties
• Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process.
• Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner.
• Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
• Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
• Seek guidance for complex lending situations and approval authority from an MLS or above.
• Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
• Assist membership with servicing of existing mortgage and home equity loans.
• Follow up with prequalified applicants and on other leads in a timely and effective manner.
• Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term and market conditions.
• Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 1) with SVP recommendation.
• Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration.
• Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
• Educate members on available services and make referrals for other Credit Union products and services based on their needs.
• Ensure well documented, easy to review loan application history notes within the Loan Origination System.
• Work with Lending Contact Center to provide assistance with mortgage lending calls when needed.
• Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities.
• Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
• Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume. Consumer unsecured lending as assigned.
• Answer phone and perform other clerical duties as needed.
• Complete additional tasks as assigned by management.
• Participate in additional training and continuing education to enhance knowledge of mortgage originations.
Requirements
• Must have high school diploma or GED equivalent.
o Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
• Attend Excel and Elevate - New Employee Training (E&E).
• Real Estate Lending Program (RELP) completed within 6 months.
o The following 10 Core Modules will be completed after E&E and subsequent training sessions:
Checking Accounts
Member Eligibility
Money Market Share Accounts
SECU Policies Overview
Share Accounts
Lending Overview
NCUA Coverage
Cooperative Principles
Online Services
We Are SECU!
o Additional Modules Required:
SECU's Member-Facing Websites
Branch Security Measures
Account Titling & Designations
Funds Transfer
Member Identification
Check Acceptance
MARGO Platform
Account and Profile Maintenance
Advances
Safe Deposit Boxes
• Previous SECU and/or lending experience preferred.
• Minimum tier one lending limits assigned at this level.
• Completion of all requirements of the Associate MSO position preferred, but at a minimum must learn the following quick actionable items:
o Notaries
o Safe deposit box entrance
o Opening and closing of the branch
o Front desk duties
o Other dual control assistance as needed.
o Approving Wires and Cashier's Checks
• Must possess the highest level of integrity and objectivity.
• Must possess excellent communication skills, both verbal and written.
• Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
• Must have strong networking and relationship development skills.
• Meets compliance and regulatory standards.
• Makes lending decisions consistent with SECU loan policies.
• Has or is eligible to be registered as an active MLO with the NMLS.
• Must be organized and meticulous.
• Must be willing to engage in ongoing training and professional development.
• Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
• Has completed all required quarterly training courses & other training assigned by management.
• Consistently demonstrates SECU's Core Values.
• Recommendation of VP/SVP for advancement to this level.
• Must be able to speak and write English fluently.
• Must understand and be dedicated to the Credit Union philosophy and work ethic.
• Must adhere to the work schedule and attendance policies established by the Credit Union.
• Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment.
Job Environment
• Office setting with physical proximity to other employees and members.
• Some background noise from other employees, copy machine, and telephone.
• Some local travel may be required.
Physical Demands
• Must be able to comprehend and carry out job requirements.
• Job requires a substantial amount of sitting.
• Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
• Use hands and fingers to press telephone keypad and lift telephone receiver.
• Answer and operate a telephone.
• Lift up to 10-15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$41k-49k yearly est. Auto-Apply 60d+ ago
Associate Mortgage Loan Specialist
State Employees' Credit Union 3.8
Camden, NJ jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist (MLS) position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process.
Duties
Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process via phone, digital delivery, email, and chat.
Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner.
Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions.
Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed.
Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information.
Assist membership with servicing of existing mortgage and home equity loans.
Follow up with prequalified applicants and on other leads in a timely and effective manner.
Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions.
Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 2) with SVP recommendation.
Coordinate member engagement with the Real Estate Lending Processing Center.
Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance.
Educate members on available services and make referrals for other Credit Union products and services based on their needs.
Ensure well documented, easy to review loan application history notes within the Loan Origination System.
Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice.
Maintain strong adherence to set schedule while meeting minimal set expectations and established KPIs and metrics for role.
Complete additional tasks as assigned by management.
Requirements
Must have high school diploma or GED equivalent.
Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Attend Excel and Elevate - New Employee Training (E&E)
Complete assigned modules.
Previous SECU and/or lending experience preferred.
Minimum tier one lending limits assigned at this level.
Must possess the highest level of integrity and objectivity.
Must possess excellent communication skills, both verbal and written.
Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc.
Must have strong networking and relationship development skills.
Meets compliance and regulatory standards.
Makes lending decisions consistent with SECU loan policies.
Has or is eligible to be registered as an active MLO with the NMLS.
Must be organized and meticulous.
Ability to manage multiple responsibilities simultaneously while actively prioritizing incoming phone calls.
Must be willing to engage in ongoing training and professional development.
Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing.
Has completed all required quarterly training courses & other training assigned by management.
Consistently demonstrates SECU's Core Values.
Recommendation of VP/SVP for advancement to this level.
Must be able to speak and write English fluently.
Must understand and be dedicated to the Credit Union philosophy and work ethic.
Must adhere to the work schedule and attendance policies established by the Credit Union.
Job Environment
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required while training.
Physical Demands
Must be able to comprehend and carry out job requirements.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Answer and operate a telephone.
Lift up to 15 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$48k-58k yearly est. Auto-Apply 60d+ ago
Loan Specialist
Regional Finance 4.1
Greenville, NC jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
About this role:
Wells Fargo is seeking a Commercial Mortgage Loan Administration Specialist within Commercial Real Estate and Syndicated Lending Operations.
In this role, you will:
Review and clear Escrow Analysis exceptions, prior to making the Escrow Analysis live.
Process Tax and Insurance refund via check or via wire in Cash Workflow.
Open ticket request with our Tax Vendor due to: Duplicate Payment, Refund Status, etc., as well as forwarding real estate Tax Bills, Pilot Bills, Sewer/ Water Bills, etc..
Generating and sending letters to the Borrower or Asset Manager. (Letters includes Escrow Analysis, Pay Direct, Non Escrow Payment of Delinquent Tax, Paid Under Protest, Requesting Unsecure Tax Bill, Tax Shortfall Request, Tenant Pay, Zero Tax Report, Agency Check to Borrower, etc.
Manage a commercial property tax portfolio of escrowed and non-escrow loans
Monitor and paying property taxes in advance of the due date
Review tax reports and resolve exceptions in a timely manner
Process the Daily Tax Disbursement File when needed
Respond to customers, team members, and vendor requests for information
Required Qualifications:
2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience with Commercial Lending Operations and/or Commercial Mortgage Servicing
Experience reviewing tax reports
Experience analyzing and processing information
Strong attention to detail
Posting End Date:
8 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$42k-72k yearly est. 7d ago
Loan Specialist
Regional Finance 4.1
Wilmington, NC jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#RGNL
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$41k yearly 16d ago
Loan Specialist - Internal
Regional Management 4.2
Garner, NC jobs
Job purpose The Loan Specialist will assist with overall operations of the branch office, in particular, customer relations, account building, account management, new loan & payment processing, cash management, and compliance. The Loan Specialist will perform in accordance with RMC's Mission, Vision and Shared Values. Duties and responsibilities
Develop and improve customer relations and provide exceptional service to all customers.
Data entry of loan applications and documents into RMC systems, take and process credit loan applications, and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security; maintain correct amount of denominations of money in cash drawers daily.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Comply with all company policies and all State and Federal lending regulations; title recording and maintain report.
Minimize delinquent debt through appropriate account management activities.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Pull credit bureau files for review by management.
Assist management in updating of daily logs and reports.
Process mail as needed.
Transport money and deposits to and from bank.
Maintain all customer files to be in compliance with RMC record retention policies.
Order, organize, and maintain branch supplies.
Assist in training of new employees as directed by the Branch Manager.
Complete training program within the time set forth by the Training Department.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
6+ months of customer service experience in either a sales/retail environment or cash management environment.
Experience with Microsoft Office Suite products.
Data entry proficiency.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Preferred Qualifications
Experience in consumer finance industry.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Confidence.
Sales mentality.
Adaptable to an ever changing environment.
Working conditions This position works in an office providing customer services to customers and potential customers in person and over the phone. The Loan Specialist typically works 9am to 6pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
This is the Internal Careers page for current Regional team members to search for and apply to an available position within the Company.
Regional team members care about our customers, our communities and each other. We value team member diversity and believe it is crucial to achieving our goals. We share our ideas and enthusiasm and help make this a great place to work and grow. We thank you for taking time to listen and help our customers get through life's financial tough spots.
$23k-39k yearly est. Auto-Apply 60d+ ago
Loan Specialist
Regional Finance 4.1
Burlington, NC jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$41k yearly 21d ago
Bilingual Loan Specialist
Regional Finance 4.1
Phoenix, AZ jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $45,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
* Bilingual English/Spanish
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$45k yearly 22d ago
Bilingual Loan Specialist
Regional Finance 4.1
Phoenix, AZ jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $45,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$45k yearly Auto-Apply 23d ago
Loan Specialist
Regional Finance 4.1
Rocky Mount, NC jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#RGNL
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.