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Processor jobs at Umpqua Bank

- 394 jobs

  • Loan Servicing Project Specialist I

    Umpqua Bank 4.4company rating

    Processor job at Umpqua Bank

    Description About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Loan Servicing Project Specialist serves as a subject matter expert with responsibility for planning, organizing, administering, and/or leading short-term initiatives of varying scope within a division(s) and/or department(s). The Loan Servicing Project Specialist may work on several projects concurrently. Develops tactical plans to implement projects. Manages resources to ensure that projects are implemented in the most cost-effective manner. May negotiate agreements/contracts with outside vendors or entities and ensures commitments are met. Communicates the purpose of the project to internal constituencies and/or external customers/community members. Develops and implements measures to determine and monitor effectiveness of projects. May provide training to others regarding features and benefits of projects. May be required to represent the company in the community. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's Degree in business, a related field, or equivalent preferred Less than 2 years of relevant business experience required Strong relationship management and operational abilities, analytical and problem-solving skills, loan servicing, and project management skills. Knowledge of products and services in project area. Proven track record of success and skills in project area. Knowledge of policies, procedures, practices and documentation in project area. Proven ability to gain cooperation of others, conducting presentations of technical information concerning specific projects/schedules. Excellent written and verbal communication and presentation skills. Ability to work effectively with individuals and groups across the company to manage customer relationships. Proficiency with personal computers and related software packages such as Word and Excel, and other business machines. Ability to train and present to small and large audiences or has the interest in learning to train and present. Job Location(s): Ability to work fully onsite at posted location(s). Spokane, WA, Liberty Lake, WA, Tacoma, WA, Phoenix, AZ, Irvine, CA, Roseburg, OR Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $22.70 - $37.84/hr., and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $22.7-37.8 hourly Auto-Apply 46d ago

  • Corporate Mail & Document Management Processor

    Protective 4.6company rating

    Birmingham, AL jobs

    Job DescriptionThe work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. The Document Management Processor ensures swift and accurate processing of department faxes, e-mails, express mail, pending requirements, delivery requirements, checks for initial premium, new applications and other mail items as assigned to in-force, annuity or new business. This role will utilize multiple systems for research to accurately and quickly identify, classify and electronically route mail to the proper location, i.e. the proper team or department. The ideal candidate is adaptable to new and changing situations and is proficient working with multiple processing functions and strict service level agreements (SLA) in a given workday. Knowledge & Experience: Proficient in computer and keyboard skills; type 35-50 WPM accurately for efficient data entry. Working knowledge of Microsoft Excel and Word. Experience handling electronic documents, attachments, and administrative systems. 1-2 years of office experience with customer interaction and strong communication skills. Detail-oriented when managing complex policy number configurations. Abilities: Ability to quickly learn new equipment, software, processes, and procedures. Strong multitasking, analytical, and problem-solving skills with effective written and oral communication. Proven capacity to work under pressure, meet deadlines, and maintain professionalism in stressful conditions. Adaptable to changing priorities while ensuring work continues efficiently; excellent data entry skills. Physical ability to lift up to 30 pounds as required. Protective's targeted salary range for this position is $41,600-$41,600. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $41.6k-41.6k yearly 4d ago

  • Corporate Mail & Document Management Processor

    Protective Life Corporation 4.6company rating

    Birmingham, AL jobs

    The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. The Document Management Processor ensures swift and accurate processing of department faxes, e-mails, express mail, pending requirements, delivery requirements, checks for initial premium, new applications and other mail items as assigned to in-force, annuity or new business. This role will utilize multiple systems for research to accurately and quickly identify, classify and electronically route mail to the proper location, i.e. the proper team or department. The ideal candidate is adaptable to new and changing situations and is proficient working with multiple processing functions and strict service level agreements (SLA) in a given workday. Knowledge & Experience: * Proficient in computer and keyboard skills; type 35-50 WPM accurately for efficient data entry. * Working knowledge of Microsoft Excel and Word. * Experience handling electronic documents, attachments, and administrative systems. * 1-2 years of office experience with customer interaction and strong communication skills. * Detail-oriented when managing complex policy number configurations. Abilities: * Ability to quickly learn new equipment, software, processes, and procedures. * Strong multitasking, analytical, and problem-solving skills with effective written and oral communication. * Proven capacity to work under pressure, meet deadlines, and maintain professionalism in stressful conditions. * Adaptable to changing priorities while ensuring work continues efficiently; excellent data entry skills. * Physical ability to lift up to 30 pounds as required. $41,600 - $41,600 a year Protective's targeted salary range for this position is $41,600-$41,600. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance. Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability: If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $41.6k-41.6k yearly 3d ago

  • Corporate Mail & Document Management Processor

    Protective Life 4.6company rating

    Birmingham, AL jobs

    The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. The Document Management Processor ensures swift and accurate processing of department faxes, e-mails, express mail, pending requirements, delivery requirements, checks for initial premium, new applications and other mail items as assigned to in-force, annuity or new business. This role will utilize multiple systems for research to accurately and quickly identify, classify and electronically route mail to the proper location, i.e. the proper team or department. The ideal candidate is adaptable to new and changing situations and is proficient working with multiple processing functions and strict service level agreements (SLA) in a given workday. Knowledge & Experience: Proficient in computer and keyboard skills; type 35-50 WPM accurately for efficient data entry. Working knowledge of Microsoft Excel and Word. Experience handling electronic documents, attachments, and administrative systems. 1-2 years of office experience with customer interaction and strong communication skills. Detail-oriented when managing complex policy number configurations. Abilities: Ability to quickly learn new equipment, software, processes, and procedures. Strong multitasking, analytical, and problem-solving skills with effective written and oral communication. Proven capacity to work under pressure, meet deadlines, and maintain professionalism in stressful conditions. Adaptable to changing priorities while ensuring work continues efficiently; excellent data entry skills. Physical ability to lift up to 30 pounds as required. Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
    $27k-33k yearly est. Auto-Apply 4d ago

  • Loan Documentation Processor

    Evergreen National Bank 3.1company rating

    Evergreen, CO jobs

    Full-time Description The Document Processor (DP) holds an essential position with a wide range of duties with a focus on consumer real estate loan documentation. In addition to working closely with all members of the loan and compliance departments in varying capacities, the DP also assists any customer of the bank to the extent possible, in a professional, positive, and courteous manner. Accuracy, efficiency, and consistency are to be exercised when performing all duties of this position. The DP will also communicate with clients and vendors as required. Hands-on training and established online learning courses will be provided (prior experience is helpful). This role offers growth potential and ongoing learning opportunities to advance within the department. Requirements MAJOR DUTIES/RESPONSIBILITIES This list is not all-inclusive and is subject to additions, revisions, and deletions as business necessitates. Process all consumer real estate (TRID/Mortgage, HELOC) and consumer installment loans in the loan origination software; Prepare early disclosures and loan closing documents, and add them to the Files in the loan origination software. Order Flood Certificates through loan origination software. Order title work for real estate loans, update and upload title docs to the loan origination software; Verify loan files are complete, and that info is accurate and precise to close; verify closing info; Prepare and maintain physical loan files, original documents; Book new loans from the loan origination software into the Bank Core System. Vigilantly monitor and respond to loan origination software tasks, questions, comments, etc.; Scan all Loan origination software loan documentation to the electronic filing system, index, and verify correct. Ensure the tickler system is established at the onset of booking new loans, track receipt of documentation, collateral perfection, and loan-specific dates; Provide the Insurance processor with pertinent info relating to new and paid loans; Flood certificate entry and billing; Adverse action-related notices - upload docs from Loan software to shared folders; Special Handling of General Ledger reconciliation; Cross-train with other department members as backup support. Assist with special projects or audits as requested. Answer calls, including account balances and payoff requests; Perform Notary services; Perform other duties upon request. MINIMUM REQUIREMENTS Related Experience and/or training. Work-related experience should consist of a background in financial institution loans, operations, sales, or customer service. Educational experience, through inhouse training sessions, formal school or financial industry-related curriculum Experience, knowledge, and training in branch operations activities, terminology, and products and services relating to retail and commercial account customers Basic knowledge of related state and federal banking compliance regulations and other bank operational policies Computer skills and operations, competency in Microsoft Office and other bank software programs Typing skills to meet the needs of the position EXPERIENCE/EDUCATION/SKILLS REQUIRED Thorough knowledge of TRID regulations and real-world applications High school diploma or equivalent Excellent analytical, problem-solving, and customer service skills Exceptional oral and written communication skills Ability to prioritize, multitask, and meet deadlines Ability to communicate effectively Ability to work well independently and in a team environment Authorization to work in the U.S. without employer sponsorship WORK ENVIRONMENT Downtown Evergreen Main Branch Loan Department M-F 8:00 AM - 5:00 PM Computer and telephone usage for extended periods of time REQUIRED SKILLS Keen attention to detail Effective interpersonal communication Time management Teamwork Organization Initiative to work independently with general supervision Desire to learn new skills and grow with our team COMPENSATION AND BENEFITS Salary range: $23 - $28 per hour Retirement Benefits with a matching program Full paid Medical, dental, life, and vision insurance Paid time off Salary Description $23-$28/hour
    $23-28 hourly 16d ago

  • Loan Documentation Processor

    Westamerica Ban 3.6company rating

    Fairfield, CA jobs

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job-related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Responsibilities: Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Handle the phone call inquiries in regards to consumer loan payments. Callback of payments and payoffs processed by another Loan Processor. Prepare histories for consumer loans. Requirements Requirements: One year general business experience preferably with banking Excellent communication, organization and analytical skills a must PC proficiency required, along with the ability to function under very tight time constraints with few to no errors 10-key and typing skills mandatory Must be detail oriented EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.61
    $31k-35k yearly est. 60d+ ago

  • Loan Documentation Processor

    Westamerica Bank 3.6company rating

    Suisun City, CA jobs

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job-related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Responsibilities: Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Handle the phone call inquiries in regards to consumer loan payments. Callback of payments and payoffs processed by another Loan Processor. Prepare histories for consumer loans. Requirements: Requirements: One year general business experience preferably with banking Excellent communication, organization and analytical skills a must PC proficiency required, along with the ability to function under very tight time constraints with few to no errors 10-key and typing skills mandatory Must be detail oriented EOE Westamerica Bank's Privacy Policy may be found at: *********************************
    $31k-35k yearly est. 19d ago

  • Loan Documentation Processor

    Wells Fargo Bank 4.6company rating

    Chandler, AZ jobs

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Loan Documentation Processor as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Commercial Banking Experience Experience with one or a combination of the following systems: nCino, Business Lending and Sales Tracking (BLAST), Automated Financial Systems (AFS) commercial loan system, and ICMP (Imagining and Content Management Platform) Intermediate Microsoft Office (Word, Excel, and Outlook) skills Good analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Ability to exercise independent judgment and creative problem-solving techniques The capability to achieve high production and quality standards Ability to analyze applicable policies and procedures to ensure financial integrity of customers Job Expectations: Ability to work a hybrid schedule, at least 3 days a week working in office Posting Location: 2800 S Price Rd, Chandler, AZ #Commercialbanking Posting End Date: 14 Dec 2025 *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.
    $31k-36k yearly est. 8d ago

  • Loan Documentation Processor

    Wells Fargo 4.6company rating

    Chandler, AZ jobs

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Loan Documentation Processor as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: * Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products * Perform loan documentation for moderately complex loans * Process and close for loan products * Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups * Receive direction from Loan Documentation supervisor and escalate non-routine questions * Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals * Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: * 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Commercial Banking Experience * Experience with one or a combination of the following systems: nCino, Business Lending and Sales Tracking (BLAST), Automated Financial Systems (AFS) commercial loan system, and ICMP (Imagining and Content Management Platform) * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Good analytical skills with high attention to detail and accuracy * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Excellent verbal, written, and interpersonal communication skills * Ability to exercise independent judgment and creative problem-solving techniques * The capability to achieve high production and quality standards * Ability to analyze applicable policies and procedures to ensure financial integrity of customers Job Expectations: * Ability to work a hybrid schedule, at least 3 days a week working in office Posting Location: * 2800 S Price Rd, Chandler, AZ #Commercialbanking Posting End Date: 14 Dec 2025 * 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.
    $31k-36k yearly est. 10d ago

  • Loan Documentation Processor (Commercial Banking)

    Wells Fargo 4.6company rating

    Chandler, AZ jobs

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Loan Documentation Processor as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: * Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products * Perform loan documentation for moderately complex loans * Process and close for loan products * Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups * Receive direction from Loan Documentation supervisor and escalate non-routine questions * Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals * Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: * 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Commercial Banking Experience * Experience with one or a combination of the following systems: nCino, Business Lending and Sales Tracking (BLAST), Automated Financial Systems (AFS) commercial loan system, and ICMP (Imagining and Content Management Platform) * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Good analytical skills with high attention to detail and accuracy * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Excellent verbal, written, and interpersonal communication skills * Ability to exercise independent judgment and creative problem-solving techniques * The capability to achieve high production and quality standards * Ability to analyze applicable policies and procedures to ensure financial integrity of customers Job Expectations: * Ability to work a hybrid schedule, at least 3 days a week working in office Posting Location: * 2800 S Price Rd, Chandler, AZ #Commercialbanking Posting End Date: 14 Dec 2025 * 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.
    $31k-36k yearly est. 10d ago

  • Transactions Specialist I

    Jpmorgan Chase 4.8company rating

    Coppell, TX jobs

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace. **Job responsibilities** + Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency. + Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience. + Utilize automation technologies to optimize transaction processing and account servicing. + Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues. + Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows. **Required qualifications, capabilities, and skills** + Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions. + Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols. + Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives. + Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey. + Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions. + High school diploma or GED required. **Preferred qualifications, capabilities, and skills** + Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient. + Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement. **Work Schedule** Monday, Tuesday, Friday and Saturday - 5:00 am - 3:30 pm. 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
    $48k-71k yearly est. 59d ago

  • Transactions Specialist I

    Jpmorganchase 4.8company rating

    Coppell, TX jobs

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace. Job responsibilities Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency. Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience. Utilize automation technologies to optimize transaction processing and account servicing. Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues. Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows. Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions. Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols. Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives. Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey. Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions. High school diploma or GED required. Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time. Preferred qualifications, capabilities, and skills Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient. Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement. Work Schedule Monday, Tuesday, Friday and Saturday - 5:00 am - 3:30 pm.
    $48k-71k yearly est. Auto-Apply 6d ago

  • Transactions Specialist I

    Jpmorgan Chase & Co 4.8company rating

    Coppell, TX jobs

    JobID: 210670703 JobSchedule: Full time JobShift: Day : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace. Job responsibilities * Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency. * Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience. * Utilize automation technologies to optimize transaction processing and account servicing. * Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues. * Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows. Required qualifications, capabilities, and skills * Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions. * Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols. * Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives. * Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey. * Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions. * High school diploma or GED required. Preferred qualifications, capabilities, and skills * Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient. * Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement. Work Schedule Monday, Tuesday, Friday and Saturday - 5:00 am - 3:30 pm.
    $48k-71k yearly est. Auto-Apply 6d ago

  • Mortgage Loan Funder

    Village Capital & Investment 3.7company rating

    Draper, UT jobs

    Job Title: Mortgage Loan Funder Job Type: Full Time Company: Village Capital & Investment LLC Introduction: Village Capital is a well-established, nationwide mortgage lender and servicer headquartered in Henderson, Nevada. We are dedicated to delivering a fast, efficient, and high-quality mortgage experience for our customers and business partners. Specializing in FHA, VA, and USDA loan programs, we work closely with loan originators, brokers, and correspondents to offer competitive rates and flexible terms tailored to our clients' needs. Job description: Are you detail-oriented, dependable, and calm under pressure? Do you enjoy checking every box and making sure things get done the right way? We're looking for Mortgage Funders who are organized, responsive, and committed to getting loans across the finish line. As a Mortgage Funder, you'll be a critical part of the process, reviewing final closing packages, coordinating disbursements, and making sure all funding conditions are met. You'll work closely with closers, warehouse banks, and title companies to ensure each file is clean, compliant, and ready to go. If you love structure, deadlines, and making things happen, this is the role for you. Key Responsibilities Review closing packages and verify conditions Coordinate wire releases with warehouse banks Communicate with Title, Closing, and Warehouse teams Maintain accuracy in the LOS and stay on top of deadlines What You'll Bring 1 years mortgage funding experience preferred Familiarity with Encompass and TRID Strong attention to detail Clear, professional communication style Benefits: 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance In Summary: If you are looking for an opportunity to contribute to a growing organization that values your skills and expertise, we want to hear from you. At Village Capital & Investment LLC, we believe in fostering a supportive and inclusive work environment that encourages professional growth. Apply today to take the next step in your career with us!
    $35k-59k yearly est. 55d ago

  • Loan Service Representative

    Topline Federal Credit Union 4.1company rating

    Maple Grove, MN jobs

    TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Loan Servicing team that is dedicated to building life-long relationships to help our members reach and manage their financial goals. Loan Service Representatives are responsible for reviewing & processing consumer loan files to ensure compliance with TopLine Policies & Procedures as well as all state and federal regulations. They are also responsible for the post-closing servicing of both direct and indirect consumer loans. This position also provides support to branch personnel in regards to the processing and closing of consumer loans A successful Loan Service Representative will be able to do: Reviews all consumer loan files for compliance to help ensure quality. Clearly document and follow up on any corrections to loan documents that need to be completed. Ensure that lien perfections are completed in a timely manner. Maintain complete and accurate files pertaining to consumer loans including, but not limited to, applications, documents, collateral tracking and filing, insurance records, recording of documents, and other documentation. Conduct loan file maintenance for all loan products. Complete paid in full report including releasing liens. Provide assistance to branch personnel and/or members resolving any account related issues. Performs other related duties and special projects as required or assigned. Qualifications: 6 months to 1 year loan processing/closing experience is desired. Previous clerical or customer service experience essential. Excellent verbal and written communication skills. Current knowledge of consumer loan regulations and policies relating to processing is essential. Detail oriented with good organizational skills essential and ability to work independently. Salary Range: $23.63 - 29.53 (hourly) Benefits: 401(k) with Employer Match Dental Disability Insurance Employee Perks Flexible Spending Accounts Life Insurance Medical Paid Holidays Paid Time Off Pet Insurance Referral Program Vision Ready to take the next step with us, apply now at ********************************** At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.
    $23.6-29.5 hourly Auto-Apply 6d ago

  • Payroll & Transaction Specialist

    Nova 401 4.1company rating

    Houston, TX jobs

    Are you looking for your next challenge? Are you excellent at communicating verbally and via email? Are you looking for a vibrant company in a stable industry? Administrative Fiduciary Services, Inc. is looking to fill Payroll & Transaction Specialist positions in our Houston, TX office. AFS is a vibrant and growing national 3(16) provider. We have a presence nation-wide allowing us to grow in excess of 20% per year and provide advancement opportunities for our professionals. Although welcomed, industry experience is not necessary, and paid training will be provided. Job Responsibilities: Payroll file submission at various record-keepers Daily Distribution Processing Force out and RMD determination and processing Prepare annual and mid-year census files Prepare notice packages and mailing coordination Prepare contribution reconciliations Confirm payment of various participant transactions Assist with data entry for new plans Assist with other projects as required Qualifications: Bachelor's degree Excellent written and verbal communication skills Excellent organizational skills Ability to work in a team environment Committed to lifelong learning Flexibility, adaptability, and excellent multi-tasking skills Prior work experience in an office setting a plus Prior customer service experience a plus Compensation and Benefits: Base Salary $42,000 - $52,000 Salaried/non-exempt position; eligible for overtime Medical, dental, disability, and life insurance Paid time off 401(k) with employer match Work Location/Hours: Hybrid work schedule after probationary period Must work from USA and be authorized to work for any US employer We will supply all necessary computer equipment Work hours: 40 hours per week You may choose a start time between 7:30 am and 8:30 am. You must start your day at the same time each day. Click Here to review our Privacy Policy
    $42k-52k yearly Auto-Apply 60d+ ago

  • Specialist Transaction Management

    Standard Bank Group 4.2company rating

    Douglas, AZ jobs

    Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We're passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our office in the Isle of Man, Jersey, London, Mauritius and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. Job Description PLEASE NOTE: * This role is not open to relocation. Only candidates who have residency and right to work in the Isle of Man can be considered. * This role is a Fixed Term Contract To implement and manage a range of complex Structured Corporate Loan transactions, within an asset class, with supervision, as intended by the loan agreement, in support of the IB business and Wholesale Clients Qualifications Minimum Qualification: * First Degree in Business Commerce Experience Required : * 3 - 4 years experience in Operations * A track record adding value and delivering professional, client centric service to internal and /or external clients preferred * Experience working within Transaction Management in Financial Services supporting the Investment Banking business, demonstrating relevant knowledge of Investment Banking Debt Products, the financial instruments managed by Wholesale Clients TMU and the ability to interpret related legal agreements. Key Outputs : * Actively monitor, identify, resolve or escalate operational issues relating to the deal throughout the life of each live transaction and regularly communicate with stakeholders in order to maintain appropriate positions and efficient operations, ensure the transaction terms and conditions are adhered to by the client and / or third parties, provide a high-quality service, and mitigate operational risk. * Consult stakeholders and provide relevant operational inputs and subject matter expertise regarding Structured Loan transaction operational requirements to cross-functional working groups, to ensure the effective operation of new product development and smooth activations. * Create vanilla and / or complex transactions on ACBS based on the salient features from the legal agreement to create an accounting record, enable the ongoing administration, monitoring and management of the facility and to facilitate ongoing reporting requirements. * Ensure all documentation for the assigned vanilla and / or complex transactions is stored appropriately internally, and housed on the DMS to enable transaction management and mitigate operational risk throughout the deal lifecycle. * Ensure the transaction terms and conditions are in place post draw down, and provide context and insight of the transaction to various stakeholders to enable their work processes. Additional Information Behavioural Competencies: * Articulating Information * Checking Things * Establishing Rapport * Examining Information * Following Procedures * Interacting with People * Interpreting Data * Managing Tasks * Producing Output * Pursuing Goals * Taking Action * Team Working Technical Competencies: * Financial Accounting * Financial Statement Analysis * Legal Administration * Risk Awareness * Risk Identification #SBO
    $28k-35k yearly est. 11d ago

  • Loan Services Rep I

    Town & Country Bank 4.2company rating

    Springfield, IL jobs

    Town and Country Bank is seeking a Loan Services Representative to provide excellent support to our lending areas. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: Provides general support to the lending areas of the Corporation. Proactively develops good working relationships both with internal and external customers/contacts. Reviews and/or balances daily and monthly reports Conducts file maintenance and/or transactions on loan accounts Review data input for accuracy Maintains reconciliation of loan accounts Performs loan account verifications Engages customers when responding to requests for payoff quotes and process loan payoffs when received Accurate and timely preparation of all types of collateral releases Process all escrow functions including analysis, distributions and tracking Builds relationships with customers by handling inquiries and completing necessary research as a priority. Meets set deadlines and ensures follow up and organization in all assigned duties. Maintains a focus on compliance issues and proactively stays abreast of changes to federal and state regulations. Develops strong understanding and strictly follows the company's established policies and procedures. Performs other job-related duties and special projects as assigned. QUALIFICATIONS: Previous Loan Servicing or Banking experience a plus Working knowledge of office practices and procedures Excellent ten key skills (35 wpm) Working knowledge of computers and Office 365 Ability to accurately handle high volumes of work under strict deadlines with high attention to detail Ability to multi-task in a stressful, fast-paced environment at certain times of the year. Ability to effectively communicate with both internal and external customers in a positive manner and resolve inquiries Effective communication, time management and organization skills Willing to work overtime if need be EDUCATION: · High School Diploma or equivalent required
    $33k-62k yearly est. Auto-Apply 60d+ ago

  • Mortgage Loan Set Up Specialist

    American Financing Corporation 4.2company rating

    Aurora, CO jobs

    Compensation: $40K annually plus production bonus At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here. Casual work environment Family-owned, Customer-focused Denver Post Top Workplace Top 50 Family-Owned Business Best of Colorado Business Inc. 5000 Fastest-growing Private Company JOB SUMMARY Program Set Up is responsible for pulling and analyzes the credit report, completes the 1003 and loan estimates. Also structure the loan program to suit the borrower's needs. Work in a faced paced environment and apply knowledge of loan programs and guidelines to structure a loan that fits the borrower's goals. WHAT YOU WILL BRING Working knowledge of MS Excel, Word, Access and Power point Excellent oral and written communication and interpersonal skills with the ability to develop working relations with business associates at a positive level Mathematical skill - ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio, percent and to draw and interpret bar graphs. Knowledge mortgage underwriting systems: AUS, DO, DU High School diploma 1+ years mortgage industry experience Experience with pulling and analyzing credit report DUTIES AND RESPONSIBILITIES Knowledge mortgage underwriting systems: AUS, DO, DU Ability to evaluate credit reports Be familiar with various mortgage loan products - CHFA, FNMA, FHLMC, Conventional Analyzes and interprets financial data to fit established parameters set by industry. Maintain a secure environment for loan process files. Good moral ethics conduct. Communicates any concerns on possible misrepresentation or fraudulent documentation/activity to Branch Manager and/or Processing Supervisor, if necessary. Must be able to work on weekends Compensation: $19.25 hourly + Bonus WHAT WE BRING Medical, Dental, Vision, 401k Paid time off and sick days Paid holidays Long-term paid disability Paid maternity and bonding leave Full desk equipment provided American Financing Corporation (AFC) is an Equal Opportunity Employer. AFC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis protected by law. All employment is decided on the basis of qualifications, merit and business need.
    $40k yearly 60d ago

  • Mortgage Loan Set Up Specialist

    American Financing Corp 4.2company rating

    Aurora, CO jobs

    Job Description Compensation: $40K annually plus production bonus At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here. Casual work environment Family-owned, Customer-focused Denver Post Top Workplace Top 50 Family-Owned Business Best of Colorado Business Inc. 5000 Fastest-growing Private Company JOB SUMMARY Program Set Up is responsible for pulling and analyzes the credit report, completes the 1003 and loan estimates. Also structure the loan program to suit the borrower's needs. Work in a faced paced environment and apply knowledge of loan programs and guidelines to structure a loan that fits the borrower's goals. WHAT YOU WILL BRING Working knowledge of MS Excel, Word, Access and Power point Excellent oral and written communication and interpersonal skills with the ability to develop working relations with business associates at a positive level Mathematical skill - ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio, percent and to draw and interpret bar graphs. Knowledge mortgage underwriting systems: AUS, DO, DU High School diploma 1+ years mortgage industry experience Experience with pulling and analyzing credit report DUTIES AND RESPONSIBILITIES Knowledge mortgage underwriting systems: AUS, DO, DU Ability to evaluate credit reports Be familiar with various mortgage loan products - CHFA, FNMA, FHLMC, Conventional Analyzes and interprets financial data to fit established parameters set by industry. Maintain a secure environment for loan process files. Good moral ethics conduct. Communicates any concerns on possible misrepresentation or fraudulent documentation/activity to Branch Manager and/or Processing Supervisor, if necessary. Must be able to work on weekends Compensation: $19.25 hourly + Bonus WHAT WE BRING Medical, Dental, Vision, 401k Paid time off and sick days Paid holidays Long-term paid disability Paid maternity and bonding leave Full desk equipment provided American Financing Corporation (AFC) is an Equal Opportunity Employer. AFC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis protected by law. All employment is decided on the basis of qualifications, merit and business need.
    $40k yearly 30d ago

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Updated December 12, 2025