Reverse Mortgage Loan Officer
Loan Processor Job 157 miles from Camillus
Now Hiring: Reverse Mortgage Loan Officers like you!
At Opulence Home Equity, we're committed to helping senior homeowners unlock the value of their homes through specialized lending solutions.
With exclusive, high-quality leads delivered by our in-house marketing team, you'll have the opportunity to grow your business while helping clients gain access to financial options that truly make a difference.
What You Can Expect:
🔹 Qualified Reverse Mortgage Leads
Real-time inquiries from clients actively exploring reverse mortgage options.
🔹Lead Management Platform
Our proprietary technology simplifies your daily workflow, helping you connect, follow up, and close more efficiently.
🔹 Dedicated Team Support
You'll have access to an experienced Sales Manager and processing team for consistent support from start to finish.
🔹 Strong Earnings Potential
Competitive commission structure with bonuses and timely payouts to match your performance.
🔹 Full Benefits Package
Includes 401(k), health, and dental coverage to support your well-being and financial security.
Hands-On Training
Comprehensive onboarding is provided in person, with hybrid flexibility available after your ramp-up period.
What You'll Be Doing:
🔹Present reverse mortgage options that are customized to each client's financial circumstances and goals.
🔹Review income, credit, and equity positions to identify the best-fit loan products.
🔹Deliver a clear, compassionate experience that guides clients from application to close.
🔹Stay current with reverse mortgage regulations, trends, and lending practices.
What We're Looking For:
🔹Active NMLS License (New York required)✔️
🔹Previous experience in reverse mortgage lending
🔹Strong communicator with a client-first approach
🔹Organized, driven, and results-oriented
Apply Now!
Loan Underwriter
Loan Processor Job 204 miles from Camillus
Meridian Capital Group - Commercial Real Estate Underwriter
The Commercial Real Estate Underwriter will be responsible for evaluating and underwriting commercial real estate loan applications. This role involves analyzing financial statements, property appraisals, and market data to assess the creditworthiness of borrowers and the value of the collateral. The ideal candidate will have a strong background in commercial real estate finance, excellent analytical skills, and the ability to make sound credit decisions.
Key Responsibilities:
Review underwriting models of commercial real estate loans (multifamily, retail, office, industrial), overall ensuring reasonableness of assumptions and accuracy of data
Review and analyze commercial real estate loan applications and supporting documentation to include:
Conduct comprehensive credit analysis of borrowers, including financial statements and market data.
Assess the value and risk of collateral, including property appraisals and market conditions.
Trace reported revenue and expense amounts to financial documents (e.g. property level financial statements and tax returns) provided by the borrower. Identify any issues and discuss with team leader
Confirm the underwritten cash flow reflects leases in-place, tenant reimbursements and other assumptions provided by the borrower; and assess the reasonableness of the proforma
Confirm any modifications, amendments to historical financial data are properly documented or flagged, if not
Review the accuracy of rent rolls (e.g. schedules accurately foot, tie out # of vacant units, ensure accuracy of tenant names)
Review Aged Receivable reports and assess consistency with other financial data
Research the property, reviewing publicly available photos & maps
Prepare detailed credit memos and present recommendations to the credit committee.
Approve or decline loan applications based on creditworthiness and risk assessment.
Complete other activities as may be assigned by your manager
Monitor and manage a portfolio of commercial real estate loans, ensuring compliance with company policies and regulatory requirements.
Collaborate with loan officers, underwriters, and other stakeholders to gather necessary information and resolve any issues.
Stay current with industry trends, market conditions, and regulatory changes.
Qualifications:
Bachelor's degree in real estate, accounting, finance, business
Minimum of 5-7 years of experience in commercial real estate underwriting, credit analysis or due diligence process or a related role
Strong analytical and financial modeling skills
A self-starter with the desire and ability to work well with a limited direction in a fast-paced, entrepreneurial environment
Ability to balance multiple concurrent projects
Flexibility and adaptability to various changing working conditions based on the priorities
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite, particularly Excel
Knowledge of commercial real estate markets and property types
Detail-oriented with strong organizational skills
Benefits:
Competitive salary and performance-based bonuses
Comprehensive health, dental, and vision insurance
Professional development opportunities
Flexible work environment
Meridian provides a total compensation package which includes a base salary, discretionary performance bonus and benefits. The estimated base salary range for this position is $80,000 - $120,000 depending on the individual's experience level, skills and qualifications.
Senior Loan Specialist
Loan Processor Job 166 miles from Camillus
Superior Mortgage Company is a privately owned, boutique mortgage brokerage, offering residential, commercial, and private financing services for over 40 years. Drawing from a vast experience in real estate financing, Superior caters to serve a wide variety of borrowers closing transactions ranging from straightforward residential loans to highly sophisticated debt and equity solutions up to $100million. Through a platform that includes 30-40 different wholesale residential lenders, various commercial banks, hedge funds, family offices, insurance companies and private funds, it provides the toolkit necessary to tailor-fit the loan program to the specific needs of each individual type of borrower. While headquartered in New York, Superior Mortgage Co services clients throughout the nation. With in-house loan processing capabilities, highly experienced support and back-office staff, borrowers can expect a quicker more efficient path to closing that allows the company's salesforce to remain focused on serving the needs of their individual clients and referral partners.
Role Description
This is a full-time remote role for a Senior Loan Specialist at Superior Mortgage Co. Inc. The Senior Loan Specialist will be responsible for tasks related to loan origination, finance, and customer service within the loan process. As a core member of the firms' salesforce, the candidate best suited for this role is a highly motivated, self-starter with an entrepreneurial spirit that embodies the culture the company is built upon. This is a unique and exciting career opportunity for an individual to build a business within an organization that promotes unlimited compensation potential, while offering an autonomous work/life schedule.
Qualifications
NMLS Licensed
Communication and Customer Service skills
Underwriting and Finance knowledge
Experience in handling Loans
Strong analytical and problem-solving skills
Attention to detail and accuracy in work
Ability to work independently and remotely
Previous experience in mortgage lending or financial services
Expense Processor
Loan Processor Job 204 miles from Camillus
Expense Processor, Corporate Services
New York City
The Expense Processor team conducts crucial review and audit of expense claims to ensure compliance, timely reimbursement, and effective customer service. This position reports to the Head of Travel & Expense.
Responsibilities include:
Support the seamless reimbursement of employee expenses
Review and audit expense reports submissions to ensure compliance to policy and supporting documentation meets the required standard
Monitor and analyze expense reports as directed by operational management
Review and research potential policy or regulatory violations
Evaluate out-of-policy expense requests and reject or escalate as appropriate
Assist with adjustments or special circumstances such as expatriate expenses as necessary
Deliver excellent customer service
Respond effectively and professionally to calls and emails
Develop and maintain excellent relationships with internal clients, key points of contact, and fellow employees
Exercise confidentiality and discretion with approvers and/or employees to resolve expense queries
Identify and close any gaps between approved travel and expense claims
Conduct hands-on training and continuing education as needed
Assist end users of SAP Concur expense management and travel system
Support the implementation of new products or projects including transition to new Concur expense user interface implementation with training, documentation, troubleshooting, and escalation
Support programmatic success
Ensure all T&E service levels are maintained, and all procedures and standards are met
Coordinate with Accounts Payable and other departments as required
Escalate issues as appropriate related to Compliance, Internal Audit, Corporate Events, Travel, etc.
Provide support and assistance to the T&E team on projects and management initiatives
Maintain regular contact with other Expense Processors globally for knowledge sharing and to ensure delivery alignment
Provide coverage for out of policy approvals as needed
Evolve to become a subject matter expert in policy, regulatory requirements, expense processes, and T&E platforms
Other tasks and projects as required
Requirements:
Bachelor's degree or equivalent education and experience
0-1 years of experience
Interest in accounting, expense management, financial services, or operations
Excellent written and oral communication and interpersonal skills
High degree of accuracy
Highest ethics and integrity
Strong customer service skills
Good analytical and interpretation skills
Positive, proactive, calm, professional, focused, motivated, committed, and flexible
Demonstrated ability to set priorities quickly under pressure, meet deadlines while managing multiple tasks, assess situations and act appropriately
Able to exercise sound judgment with regard to company policy and procedures to determine appropriate course of action
Ability to work cohesively in a team with all levels of staff, as well as independently
Fluency in SAP Concur is a plus
Strong computer skills with proficient knowledge of MS Outlook, Word, Excel, and PowerPoint
Loan Processor
Loan Processor Job 204 miles from Camillus
A Commercial Mortgage company is seeking a highly organized and detail-oriented individual to join their team as a Loan Processor.
The Loan Processor will play a critical role in facilitating the loan application and approval process.
Responsibilities include:
Receiving and reviewing loan applications from clients
Verifying the accuracy and completeness of all required documents and information
Preparing loan files and ensuring they comply with regulatory guidelines and company policies
Serving as a primary point of contact for clients, providing updates on the loan application status and addressing inquiries or concerns
Collaborating with loan officers, underwriters, and other internal teams to ensure seamless coordination throughout the loan processing cycle
Skills needed:
Attention to detail
Ability to handle multiple projects simultaneously
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Location: Brooklyn, NY
Hours: Full-time
Salary: $25-40/hr depending on skills and experience
Job#571
Loan Processor
Loan Processor Job 204 miles from Camillus
Who we are
Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. Our AI-driven customer experience makes the lending process faster, less frustrating, and more affordable. By passing these savings directly to homebuyers, we eliminate excessive fees and inflated rates that cost Americans billions each year. Backed by top-tier venture investors, including Ribbit, DST, and NFX, Tomo is poised to become one of the most valuable fintech startups of our generation.
The elevator pitch…
Tomo is growing our mortgage operations team, and we're looking for our next GOAT! A Mortgage Loan Processor leverages established guidelines to ensure loan applications are thorough and accurate with supporting documentation.
Our team's ultimate goal is to work closely and collaboratively to achieve on-time closings, while building a memorable experience for our customers. We are looking for resourceful Processors with proactive pipeline management skills and excellent intuition about customer needs. The ideal candidate for this role gets excited about moving quickly, using technology, innovating, and being around customer-centric teammates. You will have a powerful voice with our product development team - if you have long dreamed of fixing and modernizing an LOS then this will be a dream job.
This role is based in our office Monday- Wednesday, and is remote optional on Thursdays and Fridays. This role is based in New York City, NY, Seattle, WA, or Detroit, MI.
The things you'll do…
Serve as the primary relationship manager and point of contact for the customer from when they enter processing to closing, keeping them informed and collaborating with other functions to make this happen
Perform all processing, pre-underwriting, and pre-closing tasks required to proactively manage mortgage loan files from receipt in processing to final disposition
Verify accuracy and adherence to investor guidelines of all documents required for a complete submission to underwriting (including appraisal and title)
Collaborate with the agent to obtain necessary documentation (if needed) for approval and keep him or her informed of the status of the application
Consistently meet target service level objectives including quality submissions to underwriting
Coordinate closings with all parties and assist with post-closing follow-ups, as necessary
Identify opportunities for process and product improvements and serve as a resource in the implementation of system enhancements
When Closing Disclosure is sent to customer, offer option to review and answer questions
The things you're exceptional at…
Understanding of the mortgage lending process
Ability to handle multiple purchase applications simultaneously in a fast paced environment - On time close is very important to us!
Strong written and verbal communication with a phone-first mentality
Strong performance in team environments
A voice as to how we can improve our processes and tech
Detail orientation with a strong focus on quality
Superior customer centricity
You may also have the extras…
Bachelor's Degree
2+ years experience of mortgage loan processing specifically purchase transactions
Byte Experience
What's in It for You?
Career growth: Multiple paths within Tomo, including elite operational roles
Competitive compensation and benefits
Equity ownership: All teammates receive stock options
Coaching and mentorship: Build a foundation for a career in the mortgage industry
The expected annual compensation for this position will be between $65,000—$75,000 USD
Loan Processor
Loan Processor Job 204 miles from Camillus
Who we are Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. Our AI-driven customer experience makes the lending process faster, less frustrating, and more affordable. By passing these savings directly to homebuyers, we eliminate excessive fees and inflated rates that cost Americans billions each year. Backed by top-tier venture investors, including Ribbit, DST, and NFX, Tomo is poised to become one of the most valuable fintech startups of our generation.
The elevator pitch…
Tomo is growing our mortgage operations team, and we're looking for our next GOAT! A Mortgage Loan Processor leverages established guidelines to ensure loan applications are thorough and accurate with supporting documentation.
Our team's ultimate goal is to work closely and collaboratively to achieve on-time closings, while building a memorable experience for our customers. We are looking for resourceful Processors with proactive pipeline management skills and excellent intuition about customer needs. The ideal candidate for this role gets excited about moving quickly, using technology, innovating, and being around customer-centric teammates. You will have a powerful voice with our product development team - if you have long dreamed of fixing and modernizing an LOS then this will be a dream job.
This role is based in our office Monday- Wednesday, and is remote optional on Thursdays and Fridays. This role is based in New York City, NY, Seattle, WA, or Detroit, MI.
The things you'll do…
* Serve as the primary relationship manager and point of contact for the customer from when they enter processing to closing, keeping them informed and collaborating with other functions to make this happen
* Perform all processing, pre-underwriting, and pre-closing tasks required to proactively manage mortgage loan files from receipt in processing to final disposition
* Verify accuracy and adherence to investor guidelines of all documents required for a complete submission to underwriting (including appraisal and title)
* Collaborate with the agent to obtain necessary documentation (if needed) for approval and keep him or her informed of the status of the application
* Consistently meet target service level objectives including quality submissions to underwriting
* Coordinate closings with all parties and assist with post-closing follow-ups, as necessary
* Identify opportunities for process and product improvements and serve as a resource in the implementation of system enhancements
* When Closing Disclosure is sent to customer, offer option to review and answer questions
The things you're exceptional at…
* Understanding of the mortgage lending process
* Ability to handle multiple purchase applications simultaneously in a fast paced environment - On time close is very important to us!
* Strong written and verbal communication with a phone-first mentality
* Strong performance in team environments
* A voice as to how we can improve our processes and tech
* Detail orientation with a strong focus on quality
* Superior customer centricity
You may also have the extras…
* Bachelor's Degree
* 2+ years experience of mortgage loan processing specifically purchase transactions
* Byte Experience
What's in It for You?
* Career growth: Multiple paths within Tomo, including elite operational roles
* Competitive compensation and benefits
* Equity ownership: All teammates receive stock options
* Coaching and mentorship: Build a foundation for a career in the mortgage industry
The expected annual compensation for this position will be between
$65,000-$75,000 USD
Special Loans Processor
Loan Processor Job 215 miles from Camillus
The Special Loans Processor is responsible for managing and efficiently processing department duties and tasks over various functions including assumptions, recasts, construction loans, renovation loans, ARM loans, etc. The role requires high attention to detail and prioritization skills, knowledge of loan servicing, ability to manage large volumes, and understanding of compliance and industry regulations. The processor will work closely with internal teams, legal departments, and external clients to ensure efficient servicing and resolution of these loans.
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Duties and Responsibilities
Receives, reviews and evaluates requests received regarding Special Loans functions following the necessary procedures
Maintains and follows procedures outlined by the investors and/or clients
Obtains and reviews information needed to process Subordinations, Easements, Partial Releases, Assumptions, as well as any other requests pertaining to the Special Loans area
Processes maintenance in ARM, Balloon, Construction, Renovation and other workstations as required
Responds to internal/external clients and/or borrowers regarding Special Loans requests
Completes tasks within department and investor guidelines
Adapts to change productively
Handles other essential tasks as assigned
Assist in developing job aides and procedural updates as needed.
Ability to effectively communicate verbally and in writing
Excellent listening and organizational skills
Provide superior customer service and work well with all internal and external customers
Client-centered focus
Capable of adapting to changing situations as well as the ability to show strong initiative and use good judgement to make sound decisions
Ability to work in a fast-paced environment
Ability to multi-task and manage time effectively to meet deadlines and manage multiple priorities
Ability to problem solve and research issues when needed in an organized and detail orientated manner
Perform additional responsibilities as needed
Requirements
MSP platform
Flexibility with scheduling on a day-to-day basis, including extended hours and/or Weekends
Experience in 3 or more areas of the following:
o Adjustable-Rate Mortgages (ARM Workstation)
o Assumptions
o Balloon Loans
o Boarding and Investor Reporting Discrepancies
o Construction Loans
o Easements
o Eminent Domain
o HELOC
o Matured Loans
o Non-Amortizing
o Obligors
o Partial Release
o Pre-Payment Penalties
o Recast
o Release of Liability
o Renovation Loans (203k)
o SCRA Loans
o Subordinations
o Successors In Interest (SII)
Education
High School Diploma
EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary Description $54.8k to $64.1k
Loan Processor
Loan Processor Job 225 miles from Camillus
Mortgage Loan Processor Location: Bay Shore, NY
Jet Direct Mortgage is looking for experienced and ambitious Mortgage Loan Processor to join our fast paced, goal oriented and supportive environment.
Here is what we are looking for:
· Review initial loan approval and work with borrower to gather appropriate documentation
· Collect all required documentation for the loan package
· Create a loan submission package for the Underwriting department
· Submit files to assigned Underwriter
· Satisfy all conditions when received from Underwriter
· Communicate with other professionals, including attorneys, county clerks and title companies
Qualifications:
· 10+ years processing residential mortgage loans (FHA, VA, Conventional/ Purchase, Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all government and regulatory requirements
· Utilize in house technical systems and programs such as Encompass
· Thorough working knowledge of underwriting policies, compliance, and procedures
· Excellent written and oral communication skills
· Strong organizational, problem-solving, multi-tasking and analytical skills
What you will get:
· Competitive compensation and incentives
· Excellent benefit packages that includes Medical, Dental, 401(k), Life Insurance, paid holidays, and more!
· A supportive positive management team
· Technical support providing help desk, reporting and lead management, equipment troubleshooting and more
Come join our team! We will help you meet and exceed your goals for 2024 and beyond!
Mortgage Loan Processor
Loan Processor Job 204 miles from Camillus
We are looking for a highly skilled Mortgage Loan Processor with proven experience to join our team in Brooklyn. The ideal candidate will have a thorough understanding of mortgage loan processing, strong attention to detail, and the ability to manage multiple loan files efficiently. You will play a key role in ensuring the smooth and timely processing of mortgage loans while working closely with loan officers, underwriters, and clients. This is an excellent opportunity for a motivated individual to contribute to a dynamic and growing team.
Responsibilities:
Process mortgage loan applications from start to finish, ensuring accuracy and compliance with regulatory guidelines.
Review and verify loan documents, including income, credit, appraisal, and title information.
Communicate with clients, loan officers, and underwriters to facilitate smooth processing of loans.
Ensure that all loan conditions are met and prepare files for closing.
Maintain accurate records and update loan files in the system.
Troubleshoot and resolve any issues or discrepancies that arise during the loan process.
Qualifications:
Proven experience as a Mortgage Loan Processor.
Strong knowledge of mortgage loan guidelines, regulations, and processes.
Excellent organizational skills and attention to detail.
Strong communication and interpersonal skills.
Ability to work effectively in a fast-paced environment and manage multiple loans simultaneously.
Location: Brooklyn, NY
Salary: $70k+
To apply or for more information, please email your resume to RLefkowitz@SwiftStaffingGroup.com with the subject line "Mortgage Loan Processor - Job #2568011."
To get the "full list" of the current career opportunities, WhatsApp 732-800-7633
💰Refer a friend and get between $600-$1,500 referral bonus upon a successful hire💰
Mortgage Loan Processor
Loan Processor Job 204 miles from Camillus
At R&J Capital we believe in serving customers with honesty, integrity and competence. We are a highly revered mortgage brokerage firm providing services in New York, New Jersey, Florida, Connecticut, Pennsylvania, North Carolina, Texas, Maryland, California, Colorado & Indiana and continuing to expand. Join us and work for a company that is focused on success, growth and out of the box solutions.
Skills & Experience
Skills
Three year's relevant mortgage processing or underwriting experience
Experience with mortgage loan software programs
Verbal and written communication skills
Good interpersonal and customer service skills
Time-management and organization skills
Ability to meet strict deadlines
Ability to explain technical concepts in simple terms
Ability to work in a fast-paced environment
Willingness to learn new concepts to grow and advance
Experience
Responsibilities
Monitor and manage large pipeline to ensure timely funding of loans
Evaluate and assess residential mortgage loan applications as assigned
Perform a preliminary review of each application for compliance and completeness
Run DU or LP underwriting engine as appropriate. Compare findings with loan file documentation and collect additional documentation as needed
Maintain contact and support between the Loan Originator and all other departments of the company throughout the process of the loan, which may include Sales, Underwriting, Compliance, and Funding
Identify any change of circumstance and prepare and deliver any required disclosures
Evaluate risk of residential mortgage loan applications based on company guidelines
Image and accurately organize all file documentation to comply with company and industry standards
Prepare and submit completed loan files to lender's underwriting for decision based on mandated quality control guidelines and regulatory compliance
Resubmit loan files to obtain clear to close status and collect prior to closing documents
Be able to self-prioritize and manage large pipeline and exhibit high organization skills
Provide a high level of customer service to internal and external customers
Update loan milestones within one business day of the event
Other duties as assigned
This is a fulltime position
Hiring Insights job activity
Posted 30+ days ago
R & J Capital Group
Loan Processor
Loan Processor Job 204 miles from Camillus
Alma Bank, headquartered in Long Island City, New York and having 13 branches located throughout Queens, NYC, Long Island, New Jersey, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers, and offer a full range of products and services. ALMA delivers a private banking style experience to our business banking customers.
Come join our winning team!
Alma Bank is currently looking to hire experienced Loan Processor to work out of it's Corporate office in Astoria, NY.
SUMMARY
This position requires a person with great multi-tasking skills and the ability to interact effectively with other departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Review Loan Packages
Run Credit Reports
Order Appraisal and Environmental Reports
Process Vendor payments
Scan and Index loan files in the Bank's monitoring system
Issue Commitment Letters
Update the system regarding the status of new loans
QUALIFICATIONS
Multi-tasking
Efficient in gathering, analyzing and managing information
Well-organized
Critical-thinking
EDUCATION and/or EXPERIENCE
Associates/Bachelor's Degree
Basic computer skills (Word, Excel, PDF Adobe)
Benefits:
Salary commensurate with experience.
Alma Bank employees work in an open and collaborative environment.
Alma Bank Offers its eligible employees a generous matching 401(k), excellent healthcare coverage (medical/dental/vision),
short and long term disability, life insurance and long term care options.
Alma Bank is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
No Agencies Please
Consumer Loan Processor I
Loan Processor Job 43 miles from Camillus
CFCU Community Credit Union (CFCU) is in search of a Consumer Loan Processor who works directly with members and member facing employees within the Credit Union to develop and maintain a positive relationship and loan experience by providing prompt, efficient and accurate support from the application stage through the funding of consumer loan products. This dynamic role supports the initiative to create loyal Credit Union members by helping them reach their financial goals through identifying lending solutions, taking loan applications and facilitate the finalizing process while contributing to the achievement of established organizational goals and objectives.
Requirements
& Responsibilities:
* Develop and maintain a strong, collaborative, and support-focused relationship with members and employees By handling inbound and outbound loan related communications by phone, email, and web messages to provide education on all consumer loan products, evaluate their needs and recommend loan options
* Support members, branches and other Consumer Lending staff by taking loan applications; collection, preparation and verification of documents and information needed to complete loan applications and facilitating the accurate disbursement of loan proceeds, as outlined by the loan approval, to members in person and electronically
* Obtain and verify the required documentation to properly record the Credit Union's lien on collateralized loans
* Identify opportunities based on research and conversations with members to determine and recommend additional products and services that would benefit the member including but not limited to; loan/deposit products, Mechanical Repair Coverage, GAP insurance, Debt Protection, and Insurance Services
* Participate in sales development activities
* Promptly and accurately complete any post funding maintenance such as setting up automatic payments, processing internal loan payoffs, printing/mailing external payoff letters and checks as required
* Ensure archival of loan documents and any additional supplemental documents provided by the member after loan disbursal and completed loan file is in accordance with the Consumer Lending Policy, internal procedures, and Regulations
* Complete and maintain Financial Counseling Certification in addition to maintaining a comprehensive knowledge of the Credit Union's loan products and services. Understand and comply with applicable banking regulations and internal policies and procedures
* Participate in Community Events throughout the year as a representative of CFCU
* Perform other job-related duties as assigned
Desired Skills and Experience:
* One year to three years of Consumer Lending or related experience.
* A high school education or GED.
* Strong communication skills, both written and oral. The ability to provide clear and professional communication to credit union members and other departments' staff.
* Ability to support/serve multiple stakeholders in a highly collaborative environment while working independently at times.
* Ability to work under deadlines in a fast-paced, changing environment.
* Must be self-motivated with willingness to learn.
* Must possess good problem solving and analytical skills.
* Must be proficient in Microsoft Office with emphasis on Word, Excel, and Outlook.
Equal Employment Opportunity:
Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. CFCU provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
#CFCU1
Senior Mortgage Loan Processor
Loan Processor Job 208 miles from Camillus
We are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!
Minimum 3-5 years of proven success as a Sr Loan Processor at a mortgage broker, mortgage lender, bank, or credit union working a high volume pipeline
This position is based in Lake Success and is not a remote position
The schedule is Monday - Friday from 9 am to 6 pm
Consumer Loan Processor
Loan Processor Job 131 miles from Camillus
Full-time Description
Performs all required functions as they relate to Consumer loan processing. Builds and maintains successful member relationships by funding and processing loans to the member's complete satisfaction, while simultaneously ensuring that supporting documentation and records are accurately prepared according to credit union policies.
Duties & Responsibilities
Works closely with Loan Experts and Underwriters to determine what information is outstanding and follows up on these items in a timely manner. This includes but is not limited to gathering insurance binders, vehicle titles and income verification.
Coordinates the disbursal of loans with member via DocuSign, in Branch disbursals, transfer to share accounts or other means.
Review and prepare various weekly, monthly and quarterly reports including, share secured, stock secured, certificate secured.
Review and prepare department monthly billing statements for approval.
Responsible for the inputting and updating of material changes to the department's policy and procedures manuals.
Organize and prioritize responsibilities as they relate to job functions.
Orders and maintains the department inventory of supplies.
Conduct informational surveys upon request.
Demonstrates the ability to excel in a fast-paced environment and meets goals and deadlines.
All other duties that may be assigned.
Requirements
One to two years of similar or related experience in Loan Processing/Servicing.
Have thorough computer knowledge in Excel and Word in order to create documents, letters, spreadsheets and templates.
Strong organizational skills.
Ability to work with members and staff tactfully and professionally, both in person and on the phone.
Ability to maintain a high level of confidentiality.
Interpersonal skills and ability to communicate clearly while handling multiple priorities.
Work Schedule: Mon. - Fri. 8:15am - 5:00pm Sat. Rotational
Salary Description $19.65 - $20.40/hr
Mortgage Processor III (Safe Act)
Loan Processor Job 124 miles from Camillus
Seasoned processor with a strong analytical ability to assess conventional and government loan requests based on a thorough knowledge of product, underwriting, and investor guidelines. Serve as the communication liaison between the customer and M&T's Mortgage department. Directly assist customers as required in a prompt, courteous and professional manner. Responsible for adherence to compliance guidelines and to the requirements of federal registration under the SAFE Act.
Primary Responsibilities:
Maintain effective and professional communication with all necessary parties involved in a new loan application, including the customer, broker, all co-workers, and other external partners to ensure a seamless and positive experience
Work with various internal departments as well as external organizations to obtain processing related documentation or obtain necessary information needed to complete an application i.e.: Verification of Employment, IRS Transcripts, title search, appraisal, bank statements, etc.
Immediately notifies all necessary parties of irregularities relative to standard mortgage guidelines.
Monitor, update and analyze credit reports, appraisals, income documentation, and all verifications to ensure they adhere to product, underwriting and investor guidelines.
Perform other administrative duties supporting the origination department including, but not limited to: preparing and mailing commitment letters, review title and homeowner's insurance, mailing loan suspend notices, providing the closing attorney with additional documentation, and all applicable processing checklists.
Ability to scrutinize a loan application to assess qualification, and is able to restructure a loan or recommend solutions.
Empowered to review and accept loan conditions based on underwriter requirements.
Ensures adherence to all regulatory requirements and guidelines.
Strong analytical/mathematical background to evaluate changes to borrower's current fee structure, allowable changes to those fees and the re-creation of the required regulatory documents.
Scope of Responsibilities:
Work closely with both Internal and External Customers such as co-workers, borrower(s) and Loan Officers.
Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act.
Supervisor/Managerial Responsibilities:Education and Experience Required:
Associates Degree or two years equivalent work experience.
Two to three years prior mortgage processing or underwriting experience.
Education and Experience Preferred:
Good PC skills with strong knowledge of Excel, Word, Email Platform and Adobe.
Ability to make sound decisions based on information provided.
Knowledge of Product, Investor and Compliance Requirements.
Versatility and flexibility working within an ever changing fast paced mortgage environment.
Adapting to new policies and procedures to improve processes and workflow.
Ability to function independently within time constraints.
Excellent verbal and written communication skills.
Highly organized with the ability to multitask.
Strong attention to detail.
Prioritization of daily workload.
Ability to work in a team environment.
Strong work ethic, reliable and dependable.
Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.57 - $30.95 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWilliamsville, New York, United States of America
Loan IQ Specialist-(#CC)- Multiple Openings - Analyst-Support
Loan Processor Job 204 miles from Camillus
Our client is seeking two contractors for 6-12 month engagements.
LOAN IQ Support and Loan IQ Analyst
Responsibilities:
Develop, maintain, and enhance Loan IQ applications using .Net technologies.
Design and implement SQL queries, stored procedures, and database solutions to support application functionality.
Collaborate with business analysts and stakeholders to gather requirements and translate them into technical specifications.
Perform code reviews, testing, and debugging to ensure high-quality deliverables.
Optimize application performance and troubleshoot issues as they arise.
Participate in the full software development lifecycle, including planning, development, testing, deployment, and maintenance.
Loan Specialist (Syndicate Loans)
Loan Processor Job 204 miles from Camillus
Collabera is a leading Digital Solutions company providing software engineering solutions to the world's most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500.
With Collabera, you:
Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security, and Engineering.
At Collabera you have 80% chance of project extension or redeployment to other clients
Will have endless opportunities to learn new technologies through our in-house Training arm - Cognixia.
Please let me know the best time and number to connect with you or please give me a call on {your number} to discuss this further. Also, if you happen to know anyone who fits this role, please do send us their resume. We do have a referral policy.
Job Description
Responsibilities
• Confirmation of loan documentation for accurate trade settlements drafting and confirmation of loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements and funding memos for accurate trade settlements.
• Provide syndicated loan trading support in the areas of trade closing, research support, sales support and account management support
• Partner with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks and various other internal operations groups
•Manage post-trade management and logistics, settlement pricing and closing coordination Manage post trade activity and logistics, inclusive of document negotiation and trade settlement pricing.
• Process and technological improvements to shorten closing times and lessen post-trade risk associated with counterparties and borrowers
• Validation of loan commitments, interest payments, and fee payments
• Report monitoring and reconciliations
• Analysis and resolution of operational problems
Additional Information
Please call me at ************ if you are interested in this role :)
Associate - Junior Loan Workout Specialist
Loan Processor Job 204 miles from Camillus
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's 10 largest financial institutions according to S&P Global. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Associate - Junior Loan Workout Specialist
We are seeking an Associate - Junior Loan Workout Specialist in our New York office to service, monitor, and assist in managing a distressed loan portfolio. Primary objectives for this position are to assist in administering and monitoring a portfolio of challenged credits and assisting in the turnaround or exit of complex credit relationships through proactive management and restructuring efforts that may include liquidation of the Borrowers' assets, loan sales, or potentially providing ongoing financing. Special Assets Division's ("SAD") primary focus is to minimize losses and maximize recoveries. Qualified candidates will be quantitatively based, with strong credit analysis skills, experience creating bespoke complex financial models and familiarity with loan documentation.
Essential Duties and Responsibilities:
* Support Senior Loan Workout Specialists who are responsible for managing challenged loan exposures.
* Analyze Borrowers' and Guarantors' financial statements (including key performance indicators ("KPIs") and 13-week cash flow reporting) and develop financial models with Senior Workout Specialists to: (i) measure and monitor operating and financial performance; (ii) adherence to financial covenants; (iii) determine ability to make debt service payments; (iv) analyze reason(s) for default/financial distress; (v) determine ability to turnaround operations to realize improved financial performance; (vi) assess repayment ability; and (v) evaluate enterprise valuations under various restructuring scenarios to ascertain assignment of regulator ratings and guide secondary loan sale recommendations.
* Use aforementioned analysis / models to prepare timely borrower internal and regulatory rating recommendations and assign proper accrual status on allocated accounts with Senior Loan Workout Specialists.
* Regularly prepare and submit reports to immediate supervisor, Division Manager, and others within Credit Risk Administration about actual/forecasted borrower rating changes that could impact capital charges or require a charge-off, as well as on matters that could impact deal/portfolio performance.
* Assist in developing, documenting and implementing detailed action plans and workout strategies, including potential remedies, options, including legal actions challenged credits in our portfolio, and provide periodic status reports to senior management.
* Assist in developing financial models and written recommendations of action plans for challenged deals, including: (i) to hold a loan because of high likelihood for refinancing or repayment; (ii) various strategies for restructuring loans; or (iii) rationale for selling a loan to with the overriding goal being to optimize MUFG's position and loan recoveries.
* Review key terms and conditions of loan documentation.
* Prepare and present high quality written quarterly updates, analyses and remediation strategy recommendations to immediate supervisor, Division Manager, Bank Officers, and Committees.
* Keep abreast of business and market trends that may affect deal/portfolio performance.
* Comply with corporate policies, especially for loan provision and charge-off planning. Adhere to applicable compliance/operational risk controls in accordance with regulatory and Americas Risk Management standards and policies. Identify risk-related issues needing escalation to management.
* Avoid lender liability issues and contain legal/professional expenses by holding parties accountable.
* Complete other related duties and participate in special projects, forecasting, and reporting, as needed.
Qualifications (Education, Experience, Skills):
* Bachelor's degree in Business Administration, Finance, Accounting or related discipline.
* Minimum of 2-3 years' experience in wholesale banking credit, rating agency, or turnaround consulting firm, preferably with focus on leveraged finance.
* Knowledge of financial statement analysis, accounting principles, wholesale credit underwriting, and general bank lending guidelines. Preferred: Completion of a formal bank credit-training program.
* Strong technical and quantitative (credit and financial analysis) skills.
* Proficient computer skills including: MS Word, Excel, PowerPoint, Moody's or comparable financial statement spread technology, Bloomberg, FactSet, etc.
* Detail oriented and demonstrated ability to multi-task.
* Strong written, verbal, presentation and interpersonal skills.
* Ability to organize, prioritize work and demonstrated ability to work well with minimal supervision, interact with management and work within a team environment, as well as to work effectively under difficult conditions is critical.
* Experience with loan documentation and loan workouts.
Preferred Qualifications
* Progress towards CFA designation.
The typical base pay range for this role is between $115K - $150K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Commercial Loan Oper Rep
Loan Processor Job 38 miles from Camillus
div div class="fr-view" p id="is Pasted" style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:"Times New Roman",serif;text-align:center;'strongspan style='font-family:"Arial",sans-serif;'Commercial Loan Operations Representative/span/strong/pp style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:"Times New Roman",serif;text-align:center;'strongspan style='font-family:"Arial",sans-serif;' /span/strong/pp style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:"Times New Roman",serif;text-align:center;'strongspan style='font-family:"Arial",sans-serif;' /span/strong/pp style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:"Times New Roman",serif;'strongspan style='font-size:15px;font-family:"Arial",sans-serif;' /span/strong/pp style='margin-top:0in;margin-right:0in;margin-bottom:11.0pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;'span style="font-size:15px;"The Lyons National Bank /spanspan style="font-size:15px;"is currently seeking an ambitious, eager, extremely self-motivated and responsible individual to fill the position of/spanspan style="font-size:15px;" Commercial Loan Operations Representative/spanspan style="font-size:15px;" at our Geneva Operations Center. /span/pp style='margin-top:0in;margin-right:0in;margin-bottom:11.0pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;'span style="font-size:15px;"In an ever evolving and growing department, /spanspan style="font-size:15px;"this position will be responsible for performing a variety of duties to support the commercial loan processing amp; servicing function; coordinating work within the department, as well as with other departments particularly the/spanspan style="font-size:15px;" credit/spanspan style="font-size:15px;" department amp; with outside service providers. Responsibilities may include creating, assisting amp; coordinating the organization of loan documents; maintaining and reviewing commercial loan files. /span/pp style='margin-top:0in;margin-right:0in;margin-bottom:11.0pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;'span style="font-size:15px;"Successful/spanspan style="font-size:15px;" candidates will possess a high school diploma or equivalent along with a minimum of one year related experience. The ideal candidate will possess an Associate's degree with coursework /spanspan style="font-size:15px;"related to commercial lending and general loan processing/spanspan style="font-size:15px;". /span/pp style='margin-top:0in;margin-right:0in;margin-bottom:11.0pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;'span style="font-size:15px;"This /spanspan style="font-size:15px;"is a great opportunity for someone who/spanspan style="font-size:15px;" /spanspan style="font-size:15px;"both excels in and promotes/spanspan style="font-size:15px;" strong organizational, communication, analytical, and interpersonal skills as well as proficiency in all Microsoft Office functions/spanspan style="font-size:15px;" and a working knowledge of bank operating policies and procedures./span/pp style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:"Times New Roman",serif;margin-left:.5in;text-align:center;line-height:11.5pt;'span style='font-size:15px;font-family:"Arial",sans-serif;'The pay range for this position is $19.00 - $26.60 per hour, depending on experience and qualifications. (Range may be adjusted for applicants with significant experience.)/span/pp style='margin-top:0in;margin-right:0in;margin-bottom:11.0pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;'span style="font-size:15px;" /span/pp style='margin-top:0in;margin-right:0in;margin-bottom:11.0pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;'br//pp style='margin-top:0in;margin-right:0in;margin-bottom:.0001pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;line-height:normal;'strongspan style="font-size:16px;" /span/strong/pp style='margin-top:0in;margin-right:0in;margin-bottom:.0001pt;margin-left:0in;text-align:center;font-size:13px;font-family:"Arial",sans-serif;line-height:normal;'strongspan style="font-size:16px;" /span/strong/pp style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:"Calibri",sans-serif;color:black;text-align:center;'strongspan style='font-size:15px;font-family:"Arial",sans-serif;'The Lyons National Bank is an Equal Opportunity Employer, and as such affirms the right of every person to participate in all aspects of employment without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department via phone at 315 - 325 - 4543 or email at a href="mailto:**********************" target="_blank"**********************/a./span/strong/p
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