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Loan Officer jobs at United Bank - 1766 jobs

  • Mortgage Loan Officer

    Bank of England 3.4company rating

    Atlanta, GA jobs

    About the Role: The Mortgage Loan Officer plays a critical role in guiding clients through the residential lending process, ensuring they secure the most suitable mortgage products to meet their financial needs. This position involves evaluating loan applications, advising clients on various mortgage options including FHA and VA loans, and facilitating the loan closing process with precision and compliance. The officer acts as a trusted advisor, building strong relationships with clients and real estate professionals to foster repeat and referral business. Success in this role requires a deep understanding of mortgage lending regulations, automated underwriting systems, and market trends to provide accurate and timely loan solutions. Ultimately, the Mortgage Loan Officer contributes to the financial well-being of clients while supporting the institution's growth and reputation in the banking and credit intermediation industry. Minimum Qualifications: Proven experience in residential mortgage lending or a related financial services role. Comprehensive knowledge of mortgage loan products including FHA and VA loans. Familiarity with automated underwriting systems and loan processing software. Strong understanding of loan closing procedures and regulatory compliance requirements. Valid state licensing as a Mortgage Loan Originator (MLO) or equivalent certification. Preferred Qualifications: Bachelor's degree in finance, business administration, or a related field. Experience working within banking or nonbank credit intermediation environments. Demonstrated success in building client relationships and generating referral business. Advanced training or certification in mortgage lending or underwriting. Proficiency with customer relationship management (CRM) software and digital mortgage platforms. Responsibilities: Evaluate and process residential mortgage loan applications, ensuring accuracy and compliance with regulatory standards. Advise clients on home equity options, FHA financing, VA loans, and other mortgage products tailored to their financial situations. Collaborate with underwriters, real estate agents, and closing agents to facilitate smooth and timely loan closings. Utilize automated underwriting systems to assess loan eligibility and risk, providing clear guidance to clients throughout the process. Maintain up-to-date knowledge of mortgage lending regulations, market conditions, and product offerings to effectively serve clients. Skills: The required skills such as residential lending, home equity, and mortgage loans are essential for evaluating client needs and structuring appropriate loan products. Expertise in FHA financing and VA loans enables the officer to offer specialized mortgage solutions that comply with government guidelines. Loan closing skills ensure that all documentation and processes are completed accurately and efficiently, minimizing delays. Familiarity with automated underwriting systems allows the officer to quickly assess loan eligibility and streamline approvals. Preferred skills like CRM proficiency and advanced certifications enhance client management and operational efficiency, contributing to superior service delivery and business growth. This is a generic . A more detailed Job Description and Duties can be provided upon request.
    $29k-51k yearly est. 2d ago
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  • Mortgage Lending Officer SAFE Act - San Francisco

    Citigroup Inc. 4.6company rating

    San Francisco, CA jobs

    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $38k-53k yearly est. 2d ago
  • Mortgage Loan Officer (Tidewater Market, VA/ Remote)

    Atlantic Union Bank 4.3company rating

    Virginia Beach, VA jobs

    Atlantic Union Bank is hiring Mortgage Loan Officers focusing on Tidewater Market, VA! What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market. Position Description: Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources. Position Accountabilities: Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval. Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.). Prices loans and locks rates as per Company policy. Reviews returned applications and documentation for completeness, accuracy, and compliance. Runs AUS and reviews for findings and required documentation. Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources. Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required. Submits loan file allowing for stated turn times and works in conjunction with assigned Processor. Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines. Assists all parties including the Processor during the entire process. Meets or exceeds minimum production requirements. Attends all settlements when possible. Completes annual Business Plan and meets regularly with Sales Manager. Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages. Maintain a professional image and standards consistent with company policies and procedures. Organizational Relationship: Reports to Sales Manager/Branch Manager Position Qualifications: Education & Experience Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. NMLS registration required Knowledge & Skills Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients. Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Qualifications Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required) Licenses & CertificationsNMLS (required) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $37k-55k yearly est. 3d ago
  • Loan Disbursement Specialist

    California Bank & Trust 4.4company rating

    Irvine, CA jobs

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 2d ago
  • Community Lending Officer - Mira Vista

    Bank of America 4.7company rating

    Richmond, CA jobs

    Richmond, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** · Originates loans from multiple internal and external referral sources · Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers · Achieves production goals as defined by the business · Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities · Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements · Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications** **:** · 2+ years of experience in loan originations and/or home buyer education · Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs · Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending · Ability to organize and deliver Home Buyer Workshop presentations · Knowledge of community housing counseling agencies · Knowledge of community grant / downpayment programs · Strong written and verbal communications skills · Self-motivated and highly organized · Ability to prioritize multiple competing tasks **Desired Qualifications** **:** · Experience in first mortgage and HELOC · Familiar with FHA and HUD guidelines · Knowledge of local competition product offerings and real estate market dynamics · Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information · Solid time management skills and the ability to organize, prioritize and perform multipletasks simultaneously · Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences · Ability to analyze and comprehend complex financial data and provide appropriate financial solutions · Professional and effective interpersonal skills **Skills:** · Client Management · Customer and Client Focus · Loan Structuring · Oral Communications · Referral Management · Credit Documentation Requirements · Learning Delivery · Presentation Skills · Prospecting · Written Communications · Active Listening · Business Development · Credit and Risk Assessment · Data Collection and Entry · Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $52k-82k yearly est. 1d ago
  • Mortgage Loan Officer (VA/MD/NC & DC Roles Remote available!)

    Atlantic Union Bank 4.3company rating

    Waldorf, MD jobs

    Atlantic Union Bank is hiring Mortgage Loan Officers, Sales Managers and Sales Teams focusing on VA, DC, MD & NC!! Nearby states are also viable. Branch locations: Reston, Richmond, Fredericksburg, Virginia Beach, Staunton, Harrisonburg, Roanoke, Charlottesville, and Hagerstown. What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market. Position Description: Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources. Position Accountabilities: Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval. Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.). Prices loans and locks rates as per Company policy. Reviews returned applications and documentation for completeness, accuracy, and compliance. Runs AUS and reviews for findings and required documentation. Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources. Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required. Submits loan file allowing for stated turn times and works in conjunction with assigned Processor. Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines. Assists all parties including the Processor during the entire process. Meets or exceeds minimum production requirements. Attends all settlements when possible. Completes annual Business Plan and meets regularly with Sales Manager. Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages. Maintain a professional image and standards consistent with company policies and procedures. Organizational Relationship: Reports to Sales Manager/Branch Manager Position Qualifications: Education & Experience Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. NMLS registration required Knowledge & Skills Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients. Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Qualifications Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required) Licenses & CertificationsNMLS (preferred) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $41k-60k yearly est. 3d ago
  • Deputy Chief Banking Officer

    First Interstate Bank 3.5company rating

    Denver, CO jobs

    Deputy Chief Banking Officer page is loaded## Deputy Chief Banking Officerlocations: Denver, CO: Billings, MTtime type: Full timeposted on: Posted Todayjob requisition id: 2026-14457## ***\*\*If you are a current FIB employee, please apply through the Career Worklet in the*** ***.***This position can be located at Denver, CO and Billings, MT. **What's Important to You** We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.* Generous Paid Time Off (PTO) in addition to paid federal holidays.* Student debt employer repayment program.* 401(k) retirement plan with a 6% match.* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the and why we want YOU to be a part of it.We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for **#TeamFirstInterstate.** **SUMMARY** The Deputy Chief Banking Officer is responsible for driving strategic growth, operational excellence, and profitability across all banking divisions. This role oversees the development and execution of comprehensive business strategies that align with organizational goals, regulatory compliance, and market trends. The Director of Banking Strategy & Execution partners closely with senior leaders to optimize product offerings, enhance client experience, and strengthen risk management practices. With a focus on innovation and performance, this position ensures the bank maintains its competitive edge while fostering a culture of collaboration, accountability, and sustainable growth. **ESSENTIAL DUTIES AND RESPONSIBILITIES*** Works in partnership with CBO to design and execute strategy.* Provides direct and expert advisory support to the CBO.* Engages as proxy in CBO's absence.* Acts as primary conduit to operations and risk.* Supports talent management processes, including calibration and organizational design.* Serves as a champion for change that focuses on client & employee experience.* Enables CBO to focus on strategy & execution that support growth.* Leverages enterprise understanding to enable teams to execute.* Co-leads meetings, offsites with CBO demonstrating a united voice/mission.* Engages with teams locally to understand obstacles, prioritizes them and works to remove.* Oversees complex projects impacting the business.* Ensures adherence to regulatory requirements and risk management frameworks.* Influences Wealth, Home Loans and Treasury strategy by partnering with senior leadership to align objectives with enterprise priorities.* Drives cross-line collaboration to identify and execute opportunities for integrated client solutions across Community Banking, Commercial, Home Loans, Wealth, and Treasury.* Champions relationship deepening initiatives by enabling teams with tools, insights, and routines that deepen client relationships and expand share of wallet.* Leverages advanced analytics to inform strategic decisions, optimize pricing models, and identify growth opportunities within the business.* Partners with product and digital teams to design data-driven enhancements that improve client experience and operational efficiency.* Monitors market trends and competitive intelligence to anticipate shifts and adjust strategies proactively.* Facilitates alignment of performance metrics across lines of business to ensure accountability and transparency in execution.* Oversees development of dashboards and reporting frameworks that provide actionable insights to leadership and frontline teams.* Supports enterprise-wide strategic planning by contributing expertise on liquidity, investment, and risk considerations impacting growth.* Partners with the CBO to define and refine growth strategy, ensuring alignment with enterprise objectives and market opportunities.* Co-leads strategic planning sessions with the CBO to establish priorities, growth targets, and execution roadmaps.* Identifies emerging trends and competitive insights to inform strategic decisions and position the business for sustainable growth.* Develops frameworks for evaluating new markets, products, and partnerships that accelerate expansion and profitability.* Collaborates with finance and analytics teams to model growth scenarios and assess ROI for strategic initiatives.* Supports the CBO in communicating growth strategy to internal stakeholders and external partners, ensuring clarity and engagement.* Monitors execution of growth initiatives, providing feedback and adjustments to maintain momentum and achieve objectives.* Acts as a strategic sounding board for the CBO, offering insights and recommendations on opportunities and risks impacting growth.* Facilitates alignment across lines of business to ensure integrated strategies that maximize client acquisition and retention.* Oversees development of performance dashboards to track progress against growth goals and inform leadership decisions.**MANAGEMENT RESPONSIBILITIES*** Manages a team of community banking and commercial sales, compliance, and banking operations leaders.**QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **KNOWLEDGE, SKILLS AND ABILITIES*** Excellent communication, interpersonal and presentation abilities with a proven capacity to engage audiences effectively.* Demonstrated experience motivating and influencing groups and individuals to quickly gain trust and confidence.* Ability to connect sales & service strategies with a deep understanding of their combined impact on employee engagement and client satisfaction.**EDUCATION AND/OR EXPERIENCE*** Bachelor's Degree in Accounting, Finance, or related field required and* Master's Degree in Accounting, Business, Finance, or related field preferred* 10+ years senior leadership experience required* 10+ years front line community and commercial banking experience required* 10+ years progressive leadership roles with exposure at multiple levels of the organization required* 4-6 years wealth management and treasury experience preferred**LICENSES AND CERTIFICATIONS*** Certified Project Management Professional (PMP)-PMI preferred* Certified Project Manager (IAPM) preferred**PHYSICAL DEMANDS AND WORKING ENVIRONMENT** The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.* Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently* Sitting - Frequently* Standing - Occasionally* Noise Level - Moderate* Typical Work hours - M-F (8-5)* Regular and Predictable Attendance - Required* Travel up to 50% - as needed**COMPENSATION & BENEFITS**We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $210,540 to $347,380 per year in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short- term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee #J-18808-Ljbffr
    $65k-86k yearly est. 4d ago
  • Community Lending Officer - Albemarle Road

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Originates loans from multiple internal and external referral sources + Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers + Achieves production goals as defined by the business + Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities + Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements + Conducts monthly Home Buyer Workshops and Business Development meetings **Skills:** + Client Management + Customer and Client Focus + Loan Structuring + Oral Communications + Referral Management + Credit Documentation Requirements + Learning Delivery + Presentation Skills + Prospecting + Written Communications + Active Listening + Business Development + Credit and Risk Assessment + Data Collection and Entry + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $65k-94k yearly est. 13h ago
  • Mortgage Loan Officer

    Farmers National Bank of Canfield 4.7company rating

    Pittsburgh, PA jobs

    SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes. ESSENTIAL DUTIES and RESPONSIBILITIES: Source, qualify and originate 1-4 family mortgage loans Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities Develop and maintain profitable Centers Of Influence to help generate new business leads Develop and maintain relationships within the real estate community Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc. Create and track various production and call reports on a monthly/quarterly/annual basis Travel to multiple retail banking offices and client homes/offices on a daily basis Generate new business leads through personal referrals and other centers of influence Provide superior client service through meticulous attention to detail and to the client needs/wants Ensure compliance with all government and regulatory requirements Interview applicants and request specified information for loan application Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan Correspond with applicant or creditors to resolve questions regarding application information Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Complete other duties as assigned Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred) Must be eligible for NMLS licensing or be currently licensed and in good standing Minimum of 1 year experience in mortgage lending and/or processing Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA) FHA/VA knowledge required Proven understanding of mortgage terminology, documentation, and regulations Proven organizational skills Strong computer skills (Excel, Word) E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Licenses & CertificationsNMLS (preferred) Skills Mortgage Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $37k-49k yearly est. 3d ago
  • Mortgage Loan Officer

    Farmers National Bank of Canfield 4.7company rating

    Cranberry, PA jobs

    SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes. ESSENTIAL DUTIES and RESPONSIBILITIES: Source, qualify and originate 1-4 family mortgage loans Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities Develop and maintain profitable Centers Of Influence to help generate new business leads Develop and maintain relationships within the real estate community Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc. Create and track various production and call reports on a monthly/quarterly/annual basis Travel to multiple retail banking offices and client homes/offices on a daily basis Generate new business leads through personal referrals and other centers of influence Provide superior client service through meticulous attention to detail and to the client needs/wants Ensure compliance with all government and regulatory requirements Interview applicants and request specified information for loan application Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan Correspond with applicant or creditors to resolve questions regarding application information Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Complete other duties as assigned Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred) Must be eligible for NMLS licensing or be currently licensed and in good standing Minimum of 1 year experience in mortgage lending and/or processing Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA) FHA/VA knowledge required Proven understanding of mortgage terminology, documentation, and regulations Proven organizational skills Strong computer skills (Excel, Word) E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Licenses & CertificationsNMLS (preferred) Skills Mortgage Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $37k-49k yearly est. 3d ago
  • Loan Officer - Commission Eligible

    Compeer Financial 4.1company rating

    Waite Park, MN jobs

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Waite Park, MN or Rice Lake, WI office locations. The contributions you will make: This position is responsible for the origination of home, recreational land/bare land and home site loans in rural areas and communities. You will maintainacceptable levels of loan unit/volume origination while building strong professional and client relationships and maintainhigh client satisfaction results. Combines mortgage and business knowledge with an in-depth understanding of each client's financial position to provide innovative and workable alternatives to create the best avenue to accomplishing client's goals. Markets Compeer's products and services to industry partners and prospective clients based upon their wants and needs. Supports and builds the Compeer Financial brand by developing a referral network of realtors, builders, consumer direct as well as other financial service providers and internal team members. You will service a growing market of hobby farms, rural properties, and conforming properties. A typical day: Sales and Marketing Proactively markets and sells credit and related services, establishing new market relationships which contribute toward attainment of Compeer goals and business objectives. Creates networking and prospecting strategy that is suitable to servicing each territory and ensure alignment with Compeer's branding and marketing protocol. Maintains positive accomplishments with client relations, community recognition, and contributions to the Compeer Financial image as the leading financial institution committed to clients in rural areas. Monitors and appropriately uses discretionary marketing budget throughout the year. Loan Origination Originates loans by proactively seeking applications. Gathers income and verifies financials. Determines the appropriate loan program and terms to meet the client's needs. Works with the credit and processing teams to secure a credit decision and ultimately a timely closing. Acts as a liaison between client(s) and all Compeer Financial operations members as well as certain third parties. Client Relationships Maintains client relationships through frequent interactions and periodic sales calls. Delivers value added informational services to the client. Discusses loan programs and terms. Addresses all client concerns throughout the process. Industry Knowledge Builds and maintains a strong understanding of Consumer Lending practices. Maintains and builds upon "local" knowledge of their own LSA. Gains knowledge of client's hopes and dreams and ultimately helps to implement those within the rural marketplace. Community Involvement Develops and maintains a significant "professional presence" throughout the local community. Provides formal group presentations and information workshops on current Rural Living Solutions topics and issues. Maintains active involvement in various related professional groups. The skills and experience we prefer you have: Bachelor's degree in business administration, finance, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. NMLS registration required. Demonstrate understanding of mortgage processing, underwriting and closing procedures. Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. Skill in developing and maintaining interpersonal relationships. Strong problem solving, decision making and organizational skills. Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs. Strong analytical skills with attention to detail. Effective sales skills. Solid time management skills. Ability to work independently and collaboratively with other teams to achieve goals and represent the business. Valid driver's license. #LI-CL1 #IND100 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. In addition to base salary, this role is eligible for a Commission-based plan. Commission is uncapped and earned based on New Loan Volume per month (portfolio plus secondary market volume). This role is also eligible for a variable compensation, which may vary year to year. Base Pay$46,400-$51,500 USD Compeer Financial is 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. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $46.4k-51.5k yearly 3d ago
  • Regional Mortgage Loan Officer

    Cathay Bank-Headquarters 4.4company rating

    Irvine, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY As a "subject matter expert", will provide training, guidance, and encouragement to less experienced bankers/MLOs in a designated region of branches. Following established policies and department procedures, responsible for loan production and processing to support fee income growth and provide the highest level of expertise and client service. To be able to work with branches and clients and provide excellent client service. Assess mortgage needs of clients and provide various beneficial Cathay Bank mortgage products. Primarily responsible for supporting the SCA Region 3/4 branches whenever a need for a mortgage loan is required. ESSENTIAL FUNCTIONS Travel to assigned Branches and assist clients who are interested in residential mortgages. Provide expertise and address questions, resolve problems, and identify ways to meet the client's financial needs. Assist clients to complete loan applications. Gather information and process each file from initial approval to closing in a timely manner. Act as a liaison between branches, underwriter, closing agents and other related parties. Follow up with clients and related parties on outstanding loan conditions, provide assistance to resolve processing problems. Ensure the timely and accurate processing of all loans. Submit accurate information that constitutes a complete loan application as required by regulations. Input correct loan information into the system for processing. Ensure that all loan documentation is complete, accurate, verified and complies with Bank policy. Maintain pipeline report and notify management of status as needed. Assist branch personnel in cross-selling other bank products and services, to ensure an outstanding client experience for existing and prospective clients. Assist branches to organize and conduct mortgage seminars as needed. Participate with real estate affiliated organizations to help promote the bank and the banks products. Must be knowledgeable with all bank products with a proven track record in loan closings. Network with Real Estate Agents for referrals. If schedule permits, maybe be asked to travel to other regions, in state and out of state to assist in mortgage origination and training. QUALIFICATIONS * Education: Associates Degree preferred. * Experience: Minimum 3 years mortgage lending and banking experience with good knowledge of lending regulations and loan processing in a multi-state lending environment. * Skills/Ability: Organized and detail oriented. Able to develop working knowledge of Bank's credit policies and approval process for assigned loans. Ability to work effectively in a fast paced, high production environment. Strong organizing and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the intermediate level; demonstrated ability to work in a team-oriented environment; demonstrated ability to provide good client service; Bilingual is a plus. * Licensing: Must possess an active registration or be eligible for registration under the Nationwide Mortgage Licensing System & Registry (NMLS) within 90 days of hire. OTHER DETAILS $31.25 - $38.46 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $31.3-38.5 hourly 3d ago
  • Regional Mortgage Loan Officer

    Cathay Bank-Headquarters 4.4company rating

    Monterey Park, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY As a "subject matter expert", will provide training, guidance, and encouragement to less experienced bankers/MLOs in a designated region of branches. Following established policies and department procedures, responsible for loan production and processing to support fee income growth and provide the highest level of expertise and client service. To be able to work with branches and clients and provide excellent client service. Assess mortgage needs of clients and provide various beneficial Cathay Bank mortgage products. Primarily responsible for supporting the SCA Region 3/4 branches whenever a need for a mortgage loan is required. ESSENTIAL FUNCTIONS Travel to assigned Branches and assist clients who are interested in residential mortgages. Provide expertise and address questions, resolve problems, and identify ways to meet the client's financial needs. Assist clients to complete loan applications. Gather information and process each file from initial approval to closing in a timely manner. Act as a liaison between branches, underwriter, closing agents and other related parties. Follow up with clients and related parties on outstanding loan conditions, provide assistance to resolve processing problems. Ensure the timely and accurate processing of all loans. Submit accurate information that constitutes a complete loan application as required by regulations. Input correct loan information into the system for processing. Ensure that all loan documentation is complete, accurate, verified and complies with Bank policy. Maintain pipeline report and notify management of status as needed. Assist branch personnel in cross-selling other bank products and services, to ensure an outstanding client experience for existing and prospective clients. Assist branches to organize and conduct mortgage seminars as needed. Participate with real estate affiliated organizations to help promote the bank and the banks products. Must be knowledgeable with all bank products with a proven track record in loan closings. Network with Real Estate Agents for referrals. If schedule permits, maybe be asked to travel to other regions, in state and out of state to assist in mortgage origination and training. QUALIFICATIONS * Education: Associates Degree preferred. * Experience: Minimum 3 years mortgage lending and banking experience with good knowledge of lending regulations and loan processing in a multi-state lending environment. * Skills/Ability: Organized and detail oriented. Able to develop working knowledge of Bank's credit policies and approval process for assigned loans. Ability to work effectively in a fast paced, high production environment. Strong organizing and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the intermediate level; demonstrated ability to work in a team-oriented environment; demonstrated ability to provide good client service; Bilingual is a plus. * Licensing: Must possess an active registration or be eligible for registration under the Nationwide Mortgage Licensing System & Registry (NMLS) within 90 days of hire. OTHER DETAILS $31.25 - $38.46 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $31.3-38.5 hourly 3d ago
  • Junior Commercial Escrow Officer

    Stewart Information Services Corp 4.6company rating

    San Francisco, CA jobs

    Junior Commercial Escrow Officer page is loaded## Junior Commercial Escrow Officerlocations: USA CA San Francisco - 100 Pine Sttime type: Full timeposted on: Posted Todayjob requisition id: JR106649At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit .More information can be found on . Get title industry information and insights at . Follow Stewart on @StewartTitleCo, on @StewartTitleCo and on @StewartTitle# **Job Description****Job Summary**Provides escrow services for commercial transactions. Responsible for facilitating real estate transactions by providing a high level of customer service and proactive communication to both internal and external customers throughout the closing process.### ### **Job Responsibilities*** Responsible for establishing new commercial escrow accounts and processing escrow documents in accordance with established policies and procedures* Acts as a neutral third-party between buyers and sellers during a real estate sale, managing funds and processing real estate transactions* Follows standard procedures and guidelines* Understands how assigned duties relate to others within the team and how the team integrates with related teams* Impacts own team through the quality of the support provided* Recognizes and solves typical problems; selects solutions from established options* Communicates moderately complex information in routine situations, typically within own team* Works under general supervision with limited ability to modify approach* Individual contributor having no supervisory responsibilities; manages own workload* Performs all other duties as assigned by management **Education*** High school diploma required; Bachelor's preferred **Experience*** Typically requires 2+ years of related work experience Equal Employment Opportunity EmployerStewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************.**Pay Range & Benefits**$46,368.56 - $77,280.93 AnnuallyThe base salary range provided is consistent with similar roles at the Company. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate's knowledge, skills, education, experience, location, market conditions, and other compensation components. Depending upon all of the preceding considerations, the base salary may be lower or higher than the stated range.Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts Stewart is on a journey to become the premier title services company. We offer personalized service, industry expertise and customized solutions for virtually any type of real estate transaction and are a leading global real estate services provider. At our core, we help make property ownership around the world possible. In doing that, we take every step to foster meaningful relationships through our ingenuity and efforts and are dedicated to going above and beyond to provide the best experience for employees and customers alike. To do so, we know we must sustainably serve our employees, shareholders, customers and our communities at large. That's why we are committed to creating an inclusive workplace that fosters a deep sense of pride, passion, respect and belonging, while lessening our impact on the environment and providing transparency around the way we do business. #J-18808-Ljbffr
    $46.4k-77.3k yearly 1d ago
  • Community Lending Officer - Atlantic Whittier Blvd

    Bank of America 4.7company rating

    Los Angeles, CA jobs

    Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Originates loans from multiple internal and external referral sources + Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers + Achieves production goals as defined by the business + Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities + Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements + Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications:** + 2+ years of experience in loan originations and/or home buyer education + Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs + Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending + Ability to organize and deliver Home Buyer Workshop presentations + Strong written and verbal communications skills + Self-motivated and highly organized + Ability to prioritize multiple competing tasks **Desired Qualifications:** + Familiar with FHA and HUD guidelines + Knowledge of community housing counseling agencies + Knowledge of local competition product offerings and real estate market dynamics + Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences + Ability to analyze and comprehend complex financial data and provide appropriate financial solutions + Professional and effective interpersonal skills **Skills:** + Client Management + Customer and Client Focus + Loan Structuring + Oral Communications + Referral Management + Credit Documentation Requirements + Learning Delivery + Presentation Skills + Prospecting + Written Communications + Active Listening + Business Development + Credit and Risk Assessment + Data Collection and Entry + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $52k-80k yearly est. 4d ago
  • Commercial Loan Closer

    Peoples Security Bank & Trust 4.3company rating

    Moosic, PA jobs

    If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Commercial Loan Closers are responsible for performing a variety of duties to support the loan documentation and loan processing function for commercial/small business, residential, and consumer loan transactions; coordinating work within the department, as well as with other departments; and responding to inquiries or requests for information. This position will be located in either our Bethlehem, PA location or in our Moosic, PA location. Essential Duties: Performs a variety of duties to support the loan documentation and loan processing function as follows: Verifies all loan information pertaining to small business and commercial lending in preparation for final loan documentation for closing. Verifies loan approvals to loan policies. Reviews loan applications to verify that application data is complete and meets establishment standards, including full execution by all parties and Bank. Reviews document preparation folders for completeness and accuracy Informs Lenders and administrative support of missing information, documentation and discrepancies. Verifies loan to values as appropriate to the transaction at hand and for reporting accuracy. Completes and/or follows up on any additional records with regard to the processed loans Prepares and reviews commercial modification documentation as needed including calculation of adjusted payments. Obtains additional needed information through a variety of methods in order to ensure that the proper preliminary documentation has been obtained prior to the preparation of final loan documentation, i.e. articles of incorporation, business agreements, certificate of good standing, appraisals, automated underwriting findings, investment account statements, etc. Performs review of attorney-prepared loan documentation for accuracy and informs Lenders of necessary changes, as needed. Performs secondary review of loan documentation of other loan closers prior to distribution of loan documents including review of attorney-prepared loan documentation. Generates and distributes loan documentation for closings to Lenders and administrative support; reviews HUD Settlements statements and verifies accuracy and funds to close. Reviews executed loan documentation to ensure that the proper signatures have been obtained after closing including loans where documentation has been prepared by outside counsel; ensures all the proper documents are included in the final loan files and completes the organization of the permanent loan documentation file. Provides support to post-closing loan processor, when necessary, with regards to tracking and preparation of the loan file for imaging and filing Processes withdrawn, approved not accepted and declined commercial loans as needed for HMDA reporting purposes including generating Adverse Action Notice for loans declined due to poor credit history Ancillary Duties: Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Paid Volunteer Time Off Employee Assistance Program Banking Classes Internal Advancement Opportunities Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: A high school diploma or equivalent required. Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Knowledge of documentation software (LaserPro) a plus. Experience: A minimum of 2 years' experience in a related position normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
    $34k-38k yearly est. 3d ago
  • Underwriting Officer, Mortgage Loan

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Following established policies and department procedures, responsible for underwriting mortgage loans and home equity lines of credit. The Mortgage Underwriter position is responsible for underwriting conventional, jumbo home loans and home equity lines of credit following established company and agency guidelines and ensuring compliance with applicable government rules and regulations. Ideal candidates will be service-focused with excellent time-management and communication skills, can multitask, and must be detail oriented. ESSENTIAL FUNCTIONS Underwrite mortgage loans and home equity lines of credit in compliance with Bank's established or investor credit guidelines. Conduct initial and final underwriting reviews and render decisions within the regulatory required timeframes. Ensure compliance with Bank, regulatory and credit requirements with emphasis on quality client service while adhering to given deadlines. Assist mortgage loan originators in understanding loan conditions. Respond to audits and post-closing issues in a timely manner. QUALIFICATIONS Education: College graduate with major in accounting or business preferred or related experience. Experience: Minimum five years of mortgage lending and banking experience with good knowledge of lending regulations and credit/collateral analysis practices. Skills/Ability: Loan Origination System proficient. Experience with Empower a plus. Good verbal and written communication skills. Bilingual a plus. Organized and detail oriented. Able to develop working knowledge of Bank's credit underwriting policies and approval process for assigned loans. Ability to analyze complex credit transactions, asset documents, and personal & business tax returns. Must possess strong problem-solving skills and be able to prioritize workload and manage pipeline efficiently. Ability to work effectively in a fast-paced, high production environment. Strong analytical skills. High level of latitude and ability to develop viable solutions within scope of applicable laws and regulations. OTHER DETAILS $35.58 - $39.42 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $35.6-39.4 hourly 3d ago
  • Mortgage Loan Consultant

    Capcenter 4.2company rating

    Richmond, VA jobs

    Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct. Responsibilities: Serve as Client Representative. As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant. Land Business. Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances. Serve as Loan Originator. As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed. Generate Future Business. The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals. Business Development. Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals. Qualifications: Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications: Ability to multi-task in a fast paced environment using time management to meet deadlines. Must be a licensed Loan Originator or have the knowledge and desire to become licensed. Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience. In-depth understanding of the full Real Estate Purchase and Sales cycle. Proven professionalism, ethics and character. Competitive drive for constant improvement. CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation. We are an Equal Employment Opportunity Employer.
    $34k-49k yearly est. 3d ago
  • Mortgage Loan Sales

    First National Bank of Pennsylvania 4.5company rating

    Baltimore, MD jobs

    Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $44k-52k yearly est. 3d ago
  • Mortgage Loan Sales

    First National Bank of Pennsylvania 4.5company rating

    Harrisburg, PA jobs

    Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $39k-46k yearly est. 3d ago

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