Loan Originator
Loan Processor Job 28 miles from Keller
Hard Money Loan Originator
About Us:
HiFi Hard Money is an established DFW-based lender with over a decade of experience specializing in financing for fix-and-flip real estate investors. As we continue to grow, we're seeking a driven, social, and savvy professional to join our dynamic team.
Position Overview:
We're looking for a motivated individual to build and nurture relationships with single-family real estate flippers and wholesalers while originating hard money loans. Ideal candidates are already active in the real estate investment industry - whether as lenders, investors, wholesalers, or agents.
Key Responsibilities:
Identify, engage, and develop relationships with active real estate flippers in DFW.
Consult with clients to assess project risks, returns, and the benefits of our lending solutions.
Collaborate with our underwriting and support teams to analyze deals, collect due diligence, and optimally structure loans.
Partner closely with internal staff to ensure seamless loan processing.
Manage deals, alongside loan closers, from initial contact through funding, proactively troubleshooting any issues to maintain high service standards.
Maintain and strengthen long-term client relationships.
Attend industry networking events to expand our client base and enhance our brand visibility.
What We Offer:
$65k - $100k+. Base salary + commissions.
Benefits package that includes PTO, health insurance, and 401k.
A professional yet fun work environment with company events, parties, and game ticket perks.
Qualifications:
Proven experience in single-family real estate investing, sales, or lending within the DFW market.
Strong industry connections preferred (investors, wholesalers, agents, etc.).
Sales experience is a plus, but sociability, drive, and industry knowledge are essential.
Strong math skills and proficiency in Microsoft Excel.
Flexibility to work beyond regular business hours when needed.
Based in and familiar with the DFW area.
Who You Are:
A social media-savvy networker who actively engages with the real estate investment community. A relationship-builder. A hustler. A problem-solver. Someone who thrives in a fast-paced environment, isn't afraid to chase down opportunities, and is committed to delivering exceptional service.
How to Apply:
Please send your résumé along with a brief cover letter explaining why you're a great fit for this role and what motivates you to join our team.
Mortgage Loan Officer
Loan Processor Job 28 miles from Keller
Consumer Direct Mortgage Loan Officers receive 100% inbound calls from qualified home shoppers looking to make their next purchase. We pay top commissions, and supply the best on going training and leadership in the Call Center Industry, all focused on your success.
NAF LO's have all the modern tools needed to move fast and be successful, including:
Industry leading Comp Plan with super low online rates and fees.
1000's of Real Estate partners to help your borrower find a home quick, and ensure the loan closes with you.
The latest and fastest CRM and LOS systems.
NAF's Rapid app ensures quick and accurate 1003's from your borrower, on their cell phone
Texting ability from our CRM, as well as mass voice mails to reach a group.
We service our own loans, your picture and contact info stay on their mortgage coupon.
All your funded clients are yours to keep, you get the refinances and referrals for higher comp!
Let us show you a solid plan for ensuring a repeat and stable business plan to smooth out the ups and downs of the Mortgage Industry.
Location: Onsite - if living 31 miles away from the office (can make exceptions on a case by case for hybrid/remote)
Responsibilities
Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations.
Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them.
Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day.
Accept multiple live, qualified inbound leads daily.
Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff.
Structure and price loans accurately.
Qualifications
2+ years' full time purchase or refinance loan origination experience; call center environment preferred.
Strong desire to succeed in a sales environment and be a top producer.
Ability to correctly and accurately structure and price loans.
Complete knowledge of conventional and government loan programs (purchase and refinance).
Current NMLS license. ( Must have pass National test & 20 hour lic. course.)
Desired Education/Experience
High School Diploma or equivalent
Two or more recent years' full time loan origination experience, preferably in a call center environment
Current NMLS license, prefer at least (4) active licenses, can make exceptions on a case by case basis
Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.
Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.
[EOE/M/F/D/V. Drug-free workplace.]
Commercial Loan Closer
Loan Processor Job 28 miles from Keller
Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest institutional clients in the capital markets. Our divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S.
POSITION SPECIFICATIONS:
NexBank is seeking a motivated individual to join the growing Commercial Loan Operations group to assist with the operational and processing responsibilities throughout the closing and funding of varying loan types primarily originated through the Commercial Banking Group. Loan types include: commercial real estate acquisition and term loans, as well as commercial and industrial related financings that include revolving lines of credit, letters of credit, and shared national credits, for-sale housing A&D/ construction loans, SBA, and consumer loans. The candidate must have a strong banking background regarding loan originations and skills to learn, understand, and navigate loan origination systems and processes. Experience in loan origination systems such as Finastra-LaserPro, Jack Henry Silverlake, and CT Lien Solutions is preferred. An ideal candidate will possess excellent verbal/written communication skills and proficiency in Microsoft Office tools (MS Outlook, Excel, Word, and PowerPoint). The company headquarters is in Dallas, Texas.
KEY RESPONSIBILITIES:
Coordinate and complete the loan closing/funding process by working with inter-departmental team members, which include loan officers and credit analysts, and external customers, attorneys, title companies, and third-party vendors with the utmost customer service attitude
Process tasks daily in order to close/fund loans in a timely and accurate manner using the core loan systems in accordance with bank policy, procedures, loan documentation requirements, and regulatory requirements
Collect, compile, record, and build the loan closing files in accordance with the proper approved loan closing procedures
Review, analyze and interpret commercial loan documentation and closing disclosures to ensure accurate loan set-up by completing the loan worksheets by following the proper approved structure and procedure, then submit for final approval
Understand the requirements to enter loan information into the core loan accounting system ensuring that all required information is complete and data accuracy and integrity are established and maintained
Prepare exception worksheets for further follow-up by the department for the purpose of collateral perfection
Initiate wires for loan funding activities in accordance with the bank wire policy, procedure, and other applicable requirements
Process loan payments, payoffs, and advance/draw requests, in a timely and accurate manner
Assist team members with solving internal and external customer service issues
Assist with all internal and external audits and loan reviews
Cross train with other loan closers and loan servicers to better understand the department as a whole, and in order to maintain the business continuity of the department. Teamwork and internal cooperation with other departments are vital to the efficiency of the department as a whole, and it's expected in all daily exchanges
Assist the commercial loan operations department in other activities as needed including but not limited to; reviewing loan advances, preforming wire verifications for funding, loan exception management, and departmental data integrity
Independently research and resolve issues as they present themselves
Assist with various projects as required by the commercial loan operations department
PROFESSIONAL EXPERIENCE/QUALIFICATIONS:
3-5+ years of increasing responsibilities within commercial loan closing, funding and administration; or
A bachelor's degree with 3-5+ years of experience in commercial loan closing, funding and administration
Knowledge of commercial loan documentation and collateral perfection, .
Jack Henry Software Suite Experience preferred
Understand regulatory guidelines and requirements from bank governing entities, including FDIC
Ability to coordinate and communicate with various individuals in the bank, such as loan officers and senior officers of the company in addition to your direct supervisor, to be a professional in the work environment
Ability to meet assigned deadlines in order to close and fund loans as promised to the client
Ability and willingness to work the appropriate time needed per the workload of the department
Ability to work independently, responsibly, and effectively with minimal required supervision
Ability to prioritize and manage multiple projects and responsibilities
Compensation and Benefits:
NexBank offers a competitive base salary and bonus based on experience and performance. NexBank offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles, for employee or family, employer paid short- and long-term disability, life insurance, dental insurance, and a 401(k) plan with employer match and profit sharing. NexBank also provides free lunch and pantry provisions to employees working on-site. NexBank's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm's track record in the banking industry. NexBank is an Equal Opportunity Employer.
Loan Workout Specialist
Loan Processor Job 21 miles from Keller
The Fay Group, originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to refinance for existing mortgages.
Reporting to the EVP, Head of Asset Management, this position optimizes the performance and value of a diversified portfolio including Residential Transitional Loans (RTLs), Build-to-Rent (B2R) loans, Multi-Family loans, Single-Family Rental (SFR) loans and other loan structures. This position oversees asset performance through financial analysis, asset disposition structuring and strategic collaboration with clients, ensuring long-term value enhancement through focused oversight.
Additionally, this role assesses portfolio risks, market trends and investment opportunities to support sustained portfolio growth. This position drives continuous improvements to maximize returns while adhering to regulatory and compliance standards.
What you will do for Fay:
Oversee asset management activities to analyze, monitor, and evaluate assets throughout the product lifecycle
Perform in-depth financial analysis to support decision-making, including cash flow modeling, valuation analysis and ROI projections
Conduct regular financial reviews, such as operating budgets, cash flow analysis and variance reports and develop strategies to enhance property performance
Prepare and maintain monthly and quarterly asset performance reports for internal and external stakeholders
Mitigate potential client losses by identifying areas of concern and/ or opportunities, reporting issues and implementing solutions
Contribute to the drafting and execution of strategic business plans, including quarterly portfolio valuations
Monitor market trends and regulatory changes, adjusting asset strategies as needed to mitigate risk and capitalize on opportunity
Collaborate with cross-functional teams, including finance, operations and client relations, to align asset strategies with broader business objectives
Develop domain knowledge of Fay's business to include an understanding of organizational objectives
What you will bring to Fay:
Bachelor's degree in finance, real estate, or related field (or equivalent combination of years of experience with High School diploma/GED)
3+ years' experience in asset management, investment management, or related field
2+ years' experience in the mortgage servicing industry
Solid understanding of loan documentation and real estate from a business perspective
Experience with various loan servicing systems (e.g., MSP, TMO, Fiserv, FICS)
Demonstrated experience working in a fast-paced work environment
Proficient in MS Word, Excel, and PowerPoint
Solid verbal and written communication skills
Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization
Strong problem-solving, data collection, analysis, and decision-making skills; ability to analyze and interpret data to identify opportunities
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Ability to work independently and manage tight deadlines effectively
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, ability to learn new things quickly
Ability to work in a collaborative environment
Fay Cares!
The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Over 80% of employees across Fay, Constructive, and GenStone affiliate companies make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
Equity and Inclusion are embedded into our way of working at Fay. We believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected and included and is presented with equal opportunities to be successful here at Fay. We are proud to be an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to ********************* E-Verify is a registered trademark of the U.S. Department of Homeland Security.
Post Closer
Loan Processor Job 21 miles from Keller
Reporting to FMS Leadership, this position is responsible for ensuring the accuracy, completeness and compliance of closed loan packages in accordance with state, agency and investor guidelines. This role facilitates the successful delivery and purchase of loans by investors while maintaining compliance with all regulatory and company standards.
Additionally, this position effectively communicates with investors throughout the closing process and resolves discrepancies, proactively addressing investor concerns. This role manages post-closing conditions and coordinates the timely delivery of all required documentation to ensure successful loan purchase.
Core Functions and Responsibilities:
Review closed loan packages, verifying that packages are complete and conform to all state, agency and investor guidelines.
Identify and resolve any discrepancies to ensure successful loan purchase.
Deliver collateral documentation to warehouse banks, ensuring complete and accurate loan packages are delivered to investors within required timeframes.
Partner directly with investors to clear post-closing and pre/ post-purchase conditions.
Communicate with investors to proactively address concerns and facilitate smooth loan purchases.
Manage loan files and accurately index loan documents in the Loan Origination System (LOS) to ensure proper placement and record-keeping.
Monitor pipeline to ensure all post-closing tasks are completed within service level agreements (SLAs).
Receive and review trailing documents for compliance before delivering them to investors, ensuring all required documentation is provided within investor deadlines.
Prepare and deliver loan boarding tapes and loan packages for servicing transfers.
Complete and submit insurance applications for FHA loans and fulfill required transfers for Mortgage Insurance (MI), Private Mortgage Insurance (PMI), hazard insurance and MERS.
Review and reconcile purchase advice/ funding schedules to confirm alignment with agreed-upon commitment pricing, escalating any discrepancies to Secondary Marketing for resolution.
Develop strategies to minimize errors and reduce investor conditions on delivered loans.
Satisfy all internal and external audit and examination requests within the required timeframe.
Develop domain knowledge of Fay's business to include an understanding of organizational objectives.
Develop positive working relationships within the team and across the organization.
Ensure compliance with Fay's policies, processes and practices. Successfully complete all department and company required training.
Model Fay's Values, Operating Principles, ethical standards, professionalism and code of conduct.
Demonstrate behaviors that align with Fay's Values and Operating Principles.
Perform other duties and responsibilities as assigned.
Qualifications Required:
High School Diploma or GED required; Associate or Bachelor's degree preferred
2+ years' experience with investor delivery and post-closing in mortgage lending required
2+ years' experience reviewing FHA loan documentation and completing the insurance process
Prior experience with Conventional, FHA, VA, Jumbo and residential non-QM loans preferred
Prior experience with Secondary Marketing preferred
Strong knowledge of agency and investor guidelines, as well as federal and state regulations
Experience working with Loan Origination Systems (LOS), preferably Encompass, and capital markets software (i.e., Optimal Blue)
Solid skills and experience in MS Word, Excel and Outlook
Skills & Abilities
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client focused with strong execution skills and results orientation
High-level of precision with attention to detail and consistency
Flexible, open to change, ability to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups
Closer
Loan Processor Job 21 miles from Keller
Founded in early 2008, Fay Servicing is committed to providing innovative servicing solutions for both residential and business purpose loans. As a specialty mortgage servicer who sees the customer behind every loan, we understand that our customers are not loan numbers - they're homeowners.
Before founding our company, we conducted an exhaustive analysis of the mortgage servicing industry and gained valuable insight into the problems facing mortgage servicers and their customers. With that insight, we set out to build a different kind of servicing company from the ground up.
Join us on Our Journey
Come join us on our journey to serve our customers and be the leader in our industry! We are currently looking for a Closer to join our team!
Reporting to Originations Leadership, this position is responsible for the timely closing and funding of QM and non-QM mortgage loans that have been cleared to close by the underwriting department. This role ensures that all closing documents are prepared and sent in compliance with underwriting and credit policy guidelines, state and federal regulations, and investor requirements.
Additionally, the closer audits executed loan documents for accuracy and completeness, identified and resolved any deficiencies, and validated that all conditions are met for proper closing and funding in order to facilitate successful delivery and purchase by investors.
Qualifications Include:
High School Diploma or GED required
2+ years' experience in the mortgage industry required
2+ years' experience of TRID closing and/or funding experience preferred
Prior experience with Conventional, FHA, VA, Jumbo, and residential non-QM loans preferred
Demonstrable knowledge of federal and state mortgage regulations, including TRID requirements.
Experience working in Loan Origination Systems (LOS), preferably Encompass
Solid skills and experience in MS Word, Excel, and Outlook
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, and able to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups
Featured Benefits
Medical, Dental and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401k Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Fay Cares!
The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to *********************
Loan Processor
Loan Processor Job 33 miles from Keller
Under the direction of the Branch Manager, Operations Manager and/or Processing Supervisor, evaluates all information supplied on the mortgage loan application, verifies the validity of the information and assembles a completely documented file to Underwriting and Closing. Acts as the primary liaison between the loan officer, loan officer assistant, realtors, builders and the customer(s).
Essential Functions
Maintains knowledge of all policies and modifications to the guidelines and standards of the company, federal housing programs, investors, and private mortgage insurers.
Maintains and updates loan application information within loan origination software and other applications.
As applicable, orders appraisals, title, survey, verifications, and any other items required for loan approval; conducts regular follow-ups with outside sources regarding outstanding documents.
Verifies the data collected, analyzes, and decides whether it meets guidelines or if other documentation is needed; documents communication through the conversation log; ensures loan application is in compliance with underwriting, investor, RESPA, and HMDA guidelines.
Calculates income, reviews assets and liabilities.
Reviews all disclosures for completeness and compliance.
Completes final evaluation and analysis of completed application packages and submits eligible files specifying any applicable conditions.
Monitors rate lock for data integrity and expiration dates; communicates discrepancies to the Loan Officer.
May maintain accurate pipeline to ensure proper projections, closings, and regulatory compliance with Company, Federal, and State standards.
May prepare, when applicable, “Declination Letters.” Ensures accurate disclosure of the reason(s) for the adverse action as soon as it is determined that applicants do not qualify.
May schedule closing appointments with respective parties (title companies, closing attorneys, corporate closing department and customers) Meets customer service standards as outlined by management.
May facilitate training of junior or newly hired processors regarding specific Prime operations including file flow, loan origination software, and other applications.
Updates loan officer, loan officer assistant, realtors, builders and customers on loan status.
Maintains communication with customers throughout the loan process, assisting them with any questions and notifying them of any additional requirements.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
Other functions as needed.
Job Requirements
High school diploma or equivalent.
Minimum of 1 year mortgage banking experience as a processor.
Must have working knowledge of Fannie Mae/Freddie Mac and FHA/VA policies and guidelines, as well as, Regulatory Mortgage Compliance, state, federal, local government, private investors and insurers.
Must have working knowledge or ability to learn all operating systems and ability to facilitate training.
Proficient in Excel, Word, Outlook, with the ability to learn other mortgage-related programs.
Excellent written and verbal communication skills.
Excellent organizational and time management skills.
Demonstrated ability to interact effectively with branch, regional and corporate personnel, as well as realtors, sales agents, builders, appraisers, title companies, etc.
Demonstrated judgment and decision making ability.
Must be available to work all regularly scheduled hours; arriving at scheduled reporting time and at the prescribed time after any breaks or lunch periods.
Must be able to work overtime, as required.
Mortgage Loan Processor (Irving, TX)
Loan Processor Job 17 miles from Keller
Mortgage Loan Processor - Irving, TX Agility 360 is searching for experienced Mortgage Loan Processors for a 6-month contract position with our growing client. The ideal candidates will posses a strong background in a retail lending environment. Must be familiar with regulatory compliance and strong aptitude for detail, accuracy, and organization.
Job Responsibilities:
Process residential mortgage loan files from initial application to funding, ensuring timely and accurate packaging of all loans originated by our loan officers
Review loan application and gather loan documents from the customer and third parties in support of the loan approval process, according to AUS findings, program parameters and investor guidelines
Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company and/or investor policies
Confirm that data entry in Encompass matches all loan documentation in the file
Successfully work with Loan Officers, Underwriters and Funders to ensure that loan files are submitted to underwriting within expected timelines and that loan conditions are met as required throughout each stage of the loan process
Build rapport with borrowers and provide on-going communication to the customer regarding loan status
Work closely with the Loan Officer to finalize loan structure and ensure accurate figures for the Closing Disclosure to be generated
Prepare file for loan closing and coordinate with all necessary parties involved
Ensure lock and closing dates are met
Any other assigned duties, as needed
Experience:
Must have a High School Diploma or GED equivalent
Minimum of 5 years of experience in Mortgage Processing
Strong working knowledge for Encompass
Must be well versed in FNMA, FHLMC, FHA, and VA guidelines
Adept at calculating income from salaried and self-employed borrowers
Proficiency with DU and LP, FHA Connection and VA Portal
Knowledge of TRID and compliance
Excellent interpersonal, verbal and written communication skills
Strong customer service skills - ability to build rapport quickly
Strong aptitude for detail, accuracy, and organization
Ability to work in a high-volume environment
Job Details:
6-month contract with a growing lender
Schedule: Hybrid (M-Th: in office, F: remote)
Location: Irving, TX 75039
Pay range: Based on experience
Employment is contingent on passing a background check and drug screening
Mortgage Loan Processor
Loan Processor Job 33 miles from Keller
Insight Global is looking to hire a Loan Processor in Plano, TX. This position is onsite Monday - Friday. This position requires 5 years of recent processing experience. In this role, you will be responsible for reviewing pay stubs and income statements. There will be 15 loans in your pipeline each day and will be working with FHA, VA, and conventional loans.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ******************** .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** .
Skills and Requirements
Encompass Experience
Knowledgeable/up to speed on the guidelines
5 years of mortgage processing experience
Ability to process a loan within 30 minutes null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to ********************.
Loan Servicing Representative II
Loan Processor Job 17 miles from Keller
The Loan Servicing Representative II (LSR II) is a critical role within Servicing Solutions working to resolve accounts potentially 31 to 60+ days past due. This role is pivotal in preventing loan losses through progressive collection efforts. Ideal candidates will have strong negotiation skills working to bring accounts current with a combination of payments and available tools to assist customers.The Loan Servicing Representative II (LSR II) is a critical role within Servicing Solutions working to resolve accounts potentially 31 to 60+ days past due. This role is pivotal in preventing loan losses through progressive collection efforts. Ideal candidates will have strong negotiation skills working to bring accounts current with a combination of payments and available tools to assist customers.
Job Duties:
Good negotiation skills- accomplished through mutual communication between agent and customer to successfully obtain payment.
Negotiate with customers to create payment solutions based on individual circumstances.
Meet and exceed daily goals and monthly goals.
Initiate outbound calls that are effective in scope, and lead to successful payment or timely arrangement to satisfy the account delinquency.
Demonstrates ability to be a team player.
Collect accounts that are past due.
Bring delinquency down in assigned queue and overall delinquency.
Conduct skip-tracing activity to generate potential leads on customer or collateral.
Handle high volume of calls in a high stress environment.
Meet quality assurance and productivity standards
Home Loan Specialist III
Loan Processor Job 33 miles from Keller
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home Loan Specialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home Loan Specialist will: Perform complex data and document validation Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite processing and/or issue resolution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $45,000 - $66,000 Work Model OFFICE
Special Loans Specialist I (On-Site)
Loan Processor Job 14 miles from Keller
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
Summary
The Special Loans and Servicing Operations Department administers the complicated details of non-fixed rate loan products such as adjustable-rate mortgages (ARMs), Commercial Loans, Home Equity Lines of Credit (HELOCs), Daily Simple Interest (DSI) loans, Balloon loans, and modifications, SCRA, among other responsibilities.
Special Loans Specialist I supports the Special Loans Department with efficient and timely completion of departmental tasks and goals. The Special Loans Specialist I must be detail-oriented and able to work under pressure on a variety of tasks, including research and resolution of escalated/priority requests and project tasks.
Principal Duties
Research servicing histories and setup of ARM, DSI, and modified loans, collects supporting documentation, and assists in preparing audit responses.
Analyzes exception reports and clears exceptions by researching and adjusting loans as necessary.
Monitors the status of ARM loans; assists in resolving servicing transfer/loan setup; research ARM loan payment histories.
Audits ARM Change Notifications prior to mailing.
Performs document to data reviews to ensure proper servicing of various loan types and ensuring adherence to investor and regulatory guidelines.
Reviews and processes modification requests.
Conducts special projects as assigned by Special Loans management.
Calculate loan amortizations to correct posting errors by Shellpoint or previous servicers.
Update loans through adjustments and payment reapplications to reflect the proper accounting of all payments made per department requests.
Supports management in achieving goals and improving the efficiency/productivity of the department.
Completes miscellaneous tasks as necessary or required.
Performs related duties as assigned by management.
Education and Experience Requirements
High school diploma or equivalent, required.
Bachelor's degree, preferred.
0-2 years' experience in the mortgage industry.
Knowledge, Skill, and Ability Requirements
Proficient working knowledge of Microsoft Outlook, Word, and Excel.
Strong knowledge of mortgage documents, security instruments, and modification documents.
Strong verbal and written communication skills.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#LI-MK1
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
Special Loans Specialist I (On-Site)
Loan Processor Job 14 miles from Keller
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
Summary
The Special Loans and Servicing Operations Department administers the complicated details of non-fixed rate loan products such as adjustable-rate mortgages (ARMs), Commercial Loans, Home Equity Lines of Credit (HELOCs), Daily Simple Interest (DSI) loans, Balloon loans, and modifications, SCRA, among other responsibilities.
Special Loans Specialist I supports the Special Loans Department with efficient and timely completion of departmental tasks and goals. The Special Loans Specialist I must be detail-oriented and able to work under pressure on a variety of tasks, including research and resolution of escalated/priority requests and project tasks.
Principal Duties
Research servicing histories and setup of ARM, DSI, and modified loans, collects supporting documentation, and assists in preparing audit responses.
Analyzes exception reports and clears exceptions by researching and adjusting loans as necessary.
Monitors the status of ARM loans; assists in resolving servicing transfer/loan setup; research ARM loan payment histories.
Audits ARM Change Notifications prior to mailing.
Performs document to data reviews to ensure proper servicing of various loan types and ensuring adherence to investor and regulatory guidelines.
Reviews and processes modification requests.
Conducts special projects as assigned by Special Loans management.
Calculate loan amortizations to correct posting errors by Shellpoint or previous servicers.
Update loans through adjustments and payment reapplications to reflect the proper accounting of all payments made per department requests.
Supports management in achieving goals and improving the efficiency/productivity of the department.
Completes miscellaneous tasks as necessary or required.
Performs related duties as assigned by management.
Education and Experience Requirements
High school diploma or equivalent, required.
Bachelor's degree, preferred.
0-2 years' experience in the mortgage industry.
Knowledge, Skill, and Ability Requirements
Proficient working knowledge of Microsoft Outlook, Word, and Excel.
Strong knowledge of mortgage documents, security instruments, and modification documents.
Strong verbal and written communication skills.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
#LI-MK1
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
Loan Specialist
Loan Processor Job 41 miles from Keller
Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.
For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we continue to grow and become a national brand in consumer financing, we hope you'll consider us for future career opportunities.
If you are looking to make a meaningful impact in people's lives by bringing a personal touch to finances, join our team today!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#RGNL
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Loan Origination Specialist IV
Loan Processor Job 12 miles from Keller
Are you looking for an opportunity where you can develop your skills and be part of a growing dynamic team?
As a Loan Origination Specialist IV in our dynamic team, you will be responsible for coordinating the review and approval of Insurance for the Commercial Term Lending portfolio. You will manage the daily insurance pipeline to ensure that commercial real estate loans are insured according to our policies and procedures. This role requires you to be an insurance subject matter expert for our business partners, demonstrating creative problem-solving and solid judgment/decision-making skills. You will work under limited supervision, managing multiple tasks and escalating appropriate situations to your Supervisor/Manager.
Job responsibilities:
Be an insurance subject matter expert for our business partners
Work with insurance agents, review and approve insurance in accordance with the current requirements
Manage pipeline/workflow with an average pipeline of 45-75 active items
Demonstrate creative problem solving and solid judgment/decision making
Required qualifications, capabilities, and skills:
Ability to adapt and be flexible in a team environment under high pressure situations
Excellent verbal and written communication skills
Ability to report results in a clear, concise manner at the appropriate level
Self-motivated, organized, and able to prioritize goals to meet objectives, work under pressure, and multi-task in a dynamic environment
Highly detail oriented, with excellent research, problem-solving, and analytical skills
Strong client focus and ability to partner with various internal and external groups
Possess a solutions-oriented mindset
Preferred qualifications, capabilities, and skills:
Minimum 3-5 years of property and casualty experience, including Property Coverage, Windstorm, Seismic, Environmental, Terrorism and Liability is preferred; comparable professional experience will be considered
Loan Specialist, Texas
Loan Processor Job 41 miles from Keller
Job Details Mckinney Tx - McKinney, TX Full Time Admin - ClericalDescription Qualifications
Qualifications, Skills Expected * Minimum of 2 years banking experience with loan processing experience preferred * Knowledge of Excel and Word or similar programs,
* Familiarity with loan compliance and documentation requirements with experience in exception tracking preferred
* Notary Registration - must be willing to obtain and maintain notary licensing.
Knowledge, Skills and Abilities Required
* Good verbal and written communication skills
* Strong Organizational and time management skills
* Demonstrates dependability through good attendance and adherence to timelines and schedules
* Strong attention to detail
* Proficient typing skills
Working Conditions:
* Normal office environment
NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position. Shamrock Bank, N.A. is an Equal Opportunity Employer M/F/D/V.
Direct Loan Services and Title Processor - Fort Worth
Loan Processor Job 12 miles from Keller
Exciting Career Opportunity! Join Our Team as a Direct Loan Servicing and Title Processor.
Are you detail-oriented, organized, and ready to play a key role in our loan servicing operations? EECU is looking for a Direct Loan Servicing and Title Processor to ensure smooth and accurate handling of titles for all collateralized accounts (excluding real estate).
In this role, the Direct Loan Servicing representative will process title documentation, perfect and release liens, handle loan servicing and quality control areas including insurance for total losses, pay dealer drafts, and assist with maintaining functions related to VINtek (Electronic Lien Titling) while working in a fast-paced, collaborative environment!
Why Join EECU?
-Be a vital part of a dynamic loan servicing team
-Work with precision and problem-solving to make a real impact
- Opportunities for growth and career development
Interested in taking the next step in your career journey? Apply today!
Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Regulation B, Regulation Z, Service Members Civil Relief, and FCRA/FACTA. Required to attend initial and ongoing annual Bank Secrecy Act training.
Candidates for EECU should possess the following knowledge and experience:
· Minimum one year experience in a financial institution.
· Experience with titles and working in a consumer loan servicing environment preferred.
· Familiar with the Texas Department of Transportation (TXDOT) VIN research website.
· Knowledge of the process for lien registration and titling for Texas, and other states
· Proficient in Excel
· Professional written and oral communication skills
· High School diploma or equivalent
· EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions.
For more than 90 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking . Today, EECU is one of the largest credit unions in Texas with $4 billion in assets and serves over 297,000 members through 18 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.
EECU is an EOE/Vets/Disabled Employer.
We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability.
For more information on our organization and benefits please visit EECU Careers at *********************
Typically Monday- Friday 8am-6pm
Loan Disclosure Specialist
Loan Processor Job 50 miles from Keller
SWBC is seeking a talented individual to ensure the accuracy and timeliness of documents and fees associated with the loan process. This role monitors and tracks the pipeline of loans and the processing and distribution of change disclosures in compliance with Federal and State regulations.
Why you'll love this role:
In this role, you will perform many vital duties to include validating and ensuring fees are entered, while maintaining the timely and accurate processing of documentation in the application pipeline. Your thoroughness and attention to detail will demonstrate SWBC's core values of integrity and trust.
Essential duties include the following:
Validates and ensures fees entered by loan officer are accurate.
Prepares and distributes initial disclosure packets to ensure that loan applicants receive complete and accurate disclosures in compliance with Federal and State regulations.
Monitors and tracks the pipeline of loans to ensure timeliness and accuracy of documents and provides additional processing for past due or untimely disclosures.
Prepares and distributes change disclosures.
Monitors and tracks the re-distribution of changed disclosures to ensure timely and accurate processing.
Serious candidates will possess the minimum qualifications:
High School Diploma or equivalency.
Minimum one (1) year of mortgage loan processing or related experience.
Knowledge of FNMA and Freddie MAC guidelines and knowledge of VA and FHA preferred.
Knowledge of loan processing and closing policies, procedures, documents and underwriting requirements.
Knowledge of governmental and agency requirements, terminology and automated processing systems.
Excellent interpersonal skills to work well with loan officers and customers.
Excellent verbal and written communication skills.
Strong attention to detail and organizational skills.
Able to operate computer applications such as MS Word and Excel.
Able to operate general office equipment to include accurate keyboard skills.
Able to work well under pressure and have excellent time management skills to manage multiple tasks/projects and deadlines simultaneously.
Able to sit for long periods of time reviewing documents, validating various data entry information, and/or other duties.
Able to stand, stoop, and/or kneel for filing or retrieving documents.
Able to lift, push, or pull approximately 10 - 20 lbs. of files or other documents.
SWBC offers*:
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.
Title Express Processor
Loan Processor Job 28 miles from Keller
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Title Express Processor is responsible for assisting auto insurance companies with procurement of vehicle titles, title paperwork, and working with financial institutions and vehicle owners.
Opening/scanning mail received
Call queue (ability to answer basic TE questions, give claim updates and direct caller to correct party/team if applicable
Total Loss Packets (create and send all documents required per state guidelines)
Initial Lien Holder calls (Calls are to secure payoff information, Letters of Guarantee and Copy of Title)
Initial calls to owners/insureds (these are customer specific tasks and it used to inform owner of packet that will be sent to them)
Follow-up calls to owners/insureds to follow-up on needed documents or corrected documents needed
Follow-up calls to Lien Holders (for documents listed above in the initial call)
Will send out revised packets to the owners/insureds as needed
Will be held to the internal cycle times and other auditable criteria
Mail Approvals -Reviewing all mail to ensure that documents are compliant per State guidelines
Launch the "Okay to Pay" the owner/insured to the Insurance company after final review of file for compliance
Will monitor and work a shared inbox to ensure the tasks and directives are addressed and completed per company policy, timelines, and contractual obligation.
Other tasks as assigned by management
Requirements
1 year of office customer service experience
Education: HS degree
Proficient in basic office equipment and with Microsoft products
Ability to identify/analyze vehicle title documents within company and State guidelines
Ability to work closely with State DMV's and Lien Holder entities
Problem solver
Ability to multi-task
Basic 10 key proficiency
Ability to work in a fast-paced environment
Excellent communication skills -- written and verbal
Excellent customer service skills and attitude
Basic math skills
Ability to delegate/prioritize workflow
Ability to work independently or in a team environment
Ability to read/write in English fluently and effectively
Valid driver's license
Occasional overtime as needed
Benefits Summary:
· Medical/Dental/Vision
· 401k plus a company match
· ESPP - Employee Stock Purchase Plan
· EAP - Employee Assistance Program (no cost to you)
· Vacation & Sick pay
· Paid Company Holidays
· Life and AD&D Insurance
· Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
Entry Level Mortgage Loan Officer Training
Loan Processor Job 28 miles from Keller
Pre- Approval Specialist (PAL Specialist)
in our training program]
Must have passed your NMLS Safe Exam prior to starting**
We can provide you information regarding getting NMLS licensed
Location:Must be onsite in Dallas, TX
Position Summary
The Pre- Approval Specialist (PAL Specialist) works with the Consumer Direct Sales Division and assists licensed Purchase Loan Officers by communicating with customers regarding initial interest in obtaining a pre-approval or new home mortgage loan. By both gathering information from the customer and providing information to the Loan Officer as it relates the customer's specific needs for and interests in a mortgage loan, the PAL Specialist gains knowledge of and experience in the loan origination process. Successful PAL Specialists effectively communicate with the customers and Loan Officers through email, telephone, text/SMS, and provide a high level of customer service to all parties involved with the interaction in order to create an exceptional customer experience.
Compensation: up to $20/hr
Responsibilities
Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation to provide the customer with an underwritten pre-approval
Engage in conversation and establish rapport with customers via email and telephone communication.
Educate both customers and Purchase Loan Officers about next steps for a customer's pre-approval.
Follow up with Purchase Loan Officers and customers regarding conditional items needed in addition to the loan application in order to complete the loan pre-approval process.
Set realistic expectations for both Purchase Loan Officers and customers in order to maximize customer satisfaction.
Input data into computer system as it relates to information gathered for the mortgage loan.
Disposition customer files appropriately depending on the interest and ability of customers to proceed with the pre-approval process.
Follow up and communicate with customers that were previously pre-approved (PAL Incubation) to determine if any further assistance is needed.
Assist customers with completing the eConsent and eSign process.
Assist customers with reviewing their credit report to determine if the customer can proceed with the loan qualification process with a licensed Loan Officer or be referred to a credit repair institution.
Qualifications
Previous or current call center or inside customer service or sales experience.
Ability to demonstrate proficiency communicating with customers over the phone and via email.
Knowledge of the mortgage loan refinance or home buying process.
Proven experience bring outgoing, energetic, hardworking and willing to learn.
Excellent customer service skills.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office programs such as Word, Excel, and Outlook.
Passionate about helping customers achieve financial goals.
Desired Education/Experience
2 or more years of office or inside customer service / call center experience preferred.
1 or more years of experience working in the mortgage or real estate industry preferred.
2 or more years of customer service and/or sales experience preferred.
High School Diploma or equivalent; some college preferred.
Must have passed NMLS exam
Other Duties
This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.
[EOE/M/F/D/V. Drug-free workplace.]
Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.