Loan Processor Jobs in Milpitas, CA

The SBA Relationship Loan Officer plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. Essential Job Functions Assists lending team in all facets of growing and managing the bank's SBA loans. Develops new and additional deposits, cash management and bank services revenue. Works with clients to resolve account or service-related problems Maintains ongoing visibility with client base Calls and visits target customers to promote and sell establishment products and services. Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit. Develops, revises, or eliminates products and services experiencing less than satisfactory performance. Acquires and grows profitable account relationships with moderately complex business customers and commercial real estate investors/owners. Accurately analyzes borrowers' financial status, credit and property evaluations, credit histories, corporate financial statements and other relevant financial information to determine feasibility of granting loans; prepare loan presentations with the assistance of loan processors to Loan Committee for approval. Reviews and updates credit and loan files and loan agreements to ensure that they are complete and accurate according to policy. Cohesively partners with GBC team members and business lines to deliver exemplary customer service of GBC's full complement of products and offerings. Compiles and analyzes market research data to develop portfolio of products and services focused on needs of target market. Generates new products and services to complement current portfolio. Generates and screens leads following establishment policies and procedures to attain new business relationships and product sales. Designs selling program to promote establishment consumer and business loan products. Oversees all stages of loan development program to ensure compliance with establishment policies and procedures. Supervisory Responsibility This position has no supervisory responsibilities Knowledge: Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Knowledge of business and management principles. Knowledge of principles and processes for providing customer and personal services. The ability to: Communicate information and ideas in speaking so others will understand. Apply general rules to specific problems to produce answers that make sense. Listen to and understand information and ideas presented through spoken words and sentences. Qualifications/Requirements Bachelor Degree/Master's Degree or equivalent. Actively strive to increase customers' deposit business within the bank. Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen. Consecutive Absence Requirements The incumbent of this position must satisfy a 10-day consecutive absence requirement on an annual basis. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to: stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear. The employee must occasionally lift and/or move up to 25 pounds.

Title: Senior Loan Processor Required 3 days per week in the office (M, T, W). Please do not apply if this does not align with you. ABOUT THE COMPANY We are an independent private real estate lending and investment firm, specializing in bridge loans, bespoke lending solutions and alternative investments. Our team has over 60 years of collective real estate industry experience. We are committed to providing reliable and efficient lending solutions to our borrowers and exceptional performance, client service, and transparency to our investors. JOB SUMMARY We are seeking a detail-oriented Senior Loan Processor to join the team. The loan processor is responsible for ordering, gathering, reviewing, and preparing borrower and property documents for residential and commercial loans. This includes ensuring all loan conditions are fulfilled and meets company guidelines. The ideal candidate will have extensive experience and a strong background in private money lending. The loan processor will work closely with loan underwriting and servicing teams. JOB RESPONSIBILITIES: Review loan application for accuracy, compliance, and completeness ensuring that all loans are prepared and processed to comply with regulatory lending guidelines and company policies. Utilize loan origination software to organize and process files. Order appraisals, title commitments, and compliance reports. Effectively communicate and collaborate with borrower(s), escrow, realtors, vendors, and staff providing status updates and outstanding items to facilitate an organized, accurate, and timely closing. Review, collect, and fulfill underwriting conditions. Examine supporting documentation and investigate any inconsistencies to identify potential fraud or misrepresentation. Ensure disclosures are prepared and delivered to the appropriate party. Prepare and deliver documents in an accurate and timely manner adhering to regulatory requirements. Generate loan documents (including but not limited to purchase, refinance, loan modifications, etc.). Coordinate loan closing, recording, and funding with escrow. Review signed closing documents to ensure accuracy, proper execution, and completeness. Work with the servicing team to prepare and disburse the loan. Prepare annual Mortgage Call Reports and NMLS Reports Perform post-closing responsibilities including preparing and submitting DRE reports and investor disclosures. QUALIFICATIONS: Associate or bachelor's degree preferred. A minimum of 3 years' experience as a Loan Processor Knowledge of real estate loan processes, documentation and closing procedures preferably in the private money lending sector. Knowledge of private money lending and hard money loans Strong organizational, interpersonal, and customer service skills Good multitasking abilities with outstanding time management skills Excellent written and verbal communication skills Proficiency in Microsoft Word and Excel Familiarity with Loan Origination Software such as Calyx Point and/or Encompass, ideally “The Mortgage Office” Positive, can-do, professional attitude WE VALUE OUR TEAM MEMBERS! Here are just a few of the benefits and perks we offer. Competitive Salary Medical, Dental, and Vision Benefits Paid Holidays Incentive Bonus Program Company Outings and Events Company Vacations Engaging Work Environment This is a full-time position.

Emeryville, CA (in-office 2 days a week) Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is proudly owned by Apollo Global Management, one of the largest private equity firms in the world. As a leading non-QM lender, we are committed to providing innovative lending solutions to borrowers nationwide. Through our Wholesale, Correspondent, and Consumer Direct channels, we specialize in serving self-employed borrowers, real estate investors, and individuals seeking unique ways to access home equity. Our proprietary loan programs and common-sense exceptions help us expand opportunities for our clients. At Newfi Lending, we value forward-thinking, dynamic professionals who want to be part of our growing success story. If you're passionate about helping borrowers achieve their financial goals, apply today to join our team! Why Join Newfi Lending? Comprehensive Compensation Package: Enjoy competitive pay, including salary and commission. Hybrid Work Opportunity: Work flexibly from home and the office. Support and Tools: Access member service leads, digital mortgage technology, local processing, and unique second lien products available only through Newfi Lending. Proven Leadership: Be guided by industry veterans who bring extensive experience and a proven track record in mortgage innovation. Client Introductions: Benefit from qualified leads generated by our in-house lead generation teams and partners. Requirements Who We're Looking For: We are seeking driven, enthusiastic professionals who can build lasting client relationships and thrive in a fast-paced, technology-forward environment. Requirements: Proven ability to convert company-provided leads into funded loans while adhering to company protocols. A minimum of 2 years of mortgage experience and success in loan origination. High comfort level with advanced online technologies and digital tools. Active NMLS license (UST) and SAFE Act compliance. Positive, energetic attitude with strong relationship-building skills. A motivated, growth-oriented mindset. Benefits: Competitive compensation package, including salary and commission. Comprehensive benefits: 401(k), medical, dental, and vision coverage.Industry-leading technology and tools to support your success. Access to a full-time Loan Assistant for administrative support. A collaborative work environment with leadership available at your fingertips. Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. Apply Today! Visit us at ************* or ********************** to learn more about this exciting opportunity and join the Newfi team. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business.

Pay Range: $32.33/Hr - $ 35.71/Hr Candidate will work with MSAT Process Validation group with the following responsibilities: * Responsible for performing data mapping of Continued Process Verification (CPV) software. * Assist in the development and implementation of CPV data mapping strategies. * Collect, organize, and map process data and QC data from various sources to ensure accurate and comprehensive data sets. * Perform CPV evaluation and generate CPV reports. * Generate new work instruction and curriculum to implement new CPV software. * Maintain accurate and up-to-date documentation of CPV activities and data mappings. * Support other process validation projects (as needed) to ensure processes are validated to required standards. * Reviews and interprets data for accuracy for completed validations/re-validations and prepares report packages by analyzing and summarizing the data to support test and protocol requirements. * Manage all moderate troubleshooting efforts for protocol discrepancies. * Basic understanding of GMP (Good Manufacturing Practices) and regulatory guidelines. * Proficiency in Microsoft Office including Word, Excel, and Visio. * Experience with Minitab or similar statistic analysis software is preferred * Process validation background is preferred. * Biopharmaceutical experience with knowledge of cell culture and purification manufacturing processes is preferred. * Excellent technical writing and verbal communication skills * Strong analytical and problem-solving skills. * Ability to work effectively in a team environment. * Demonstrate ability to manage multiple activities while maintaining a high level of organization. * Demonstrate flexibility in problem solving, providing risk-based options towards challenges for Management review and decision making. Required: Bachelor's Degree.

UNCLE Credit Union is seeking a highly skilled and experienced Senior Real Estate Loan Processor to join our dynamic. UNCLE Credit union has been recognized at the Best Credit Union in the East Bay for 7 consecutive years and has been voted Top Workplace for 3 consecutive years (2022,2023 and 2024). Job Summary: We are looking for an experienced Senior Real Estate Loan Processor to join our Credit Union. The Senior Loan Processor should have years of experience in processing 1st Mortgages and Home Equity Lines of Credit, excellent attention to detail, ability to multi-task in a high-volume environment, and a skilled approach to customer service to help our members navigate through the mortgage process. The ideal candidate will be responsible for helping to manage the loan process from application to closing and ensuring compliance with all regulations. Key Responsibilities: * Serve as the main point of contact for title companies, real estate agents, mortgage loan originator, members, and mortgage underwriters to facilitate a timely loan closing. * Review, analyze and verify member income, employment history, credit report, and assets. * Ensure all loan files meet regulatory requirements, FNMA and FHLMC guidelines, and company policies. * Oversee the timely submission of loans for underwriting approval. * Monitor key dates and deadlines to ensure timely closing. * Must understand TRID, LLE and CD set up and balancing for disclosure. * Obtain and verify that all loan documentation, such as title insurance, appraisals, loan applications, credit reports, and income and asset declarations are accurate and provided promptly to underwriters for loan approval. * Order third party documentation and reports for residential home loans, create and maintain the mortgage loan file, and assist in clearing underwriting conditions as requested. * Input loan file documentation accurately into necessary LOS. Experience with Encompass, Meridian Link, and Symitar a plus. * Experience with completing Salary and Self-Employed Income Calculations Worksheets. * Ensure that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines. Qualifications: Education: High School diploma or equivalent; college degree preferred. Experience: Minimum of 3-5 years of experience in mortgage lending, underwriting and closing. Skills: * Excellent problem-solving abilities and decision-making capabilities. * Ability to work under pressure and manage multiple priorities. * Strong attention to detail and commitment to accuracy. * High level of integrity and professionalism in handling sensitive data and systems. Compensation: * $35-38/hr. DOE. Benefits: * Competitive salary and performance-based and corporate bonuses. * Comprehensive health, dental, and vision insurance. * 401k Retirement savings plan with 4% employer match. * Defined Benefit Plan-100% Employer contribution. * Opportunities for professional development and career advancement.

Banking Services Officer San Jose, CA • San Jose Working directly with Relationship Manager(s), independently provides overall administrative oversight of loan and deposit portfolio, inclusive of file management documentation and monitoring of maturities for the timely submission of financials. Coordinates deposit and/or loan documentation necessary for establishing new account relationships, as well as renewals and amendments for existing clients. Maintains credit files, including monitoring for, and requesting the submission of, required financial information. Mails loan and deposits paperwork, distributes documents to appropriate locations, and coordinates closings with necessary personnel. Types and handles miscellaneous paperwork. Answers and directs telephone calls. Communicates and coordinates as necessary with Relationship Credit Managers (RCM’s) and provides consistent client service, with the ability to regularly identify and move forward with next steps in problem resolution. ESSENTIAL DUTIES AND RESPONSIBILITIES: Assumes responsibility for providing effective administrative support for all phases of loan and deposit account generation and maintenance: Coordinates the preparation of deposit, loan and cash management documentation; Provides consistent client service, facilitating and directing various client requests, including but not limited to account inquiries, account transactions and wires; Mails loan, deposit and cash management paperwork. Distributes subject paperwork to appropriate personnel; Coordinates loan closings with appropriate personnel, understanding and verifying approval status prior to the release of documents; Disburses documents to Loan Officers for follow-up; Receives and screens telephone calls. Answers routine questions or directs them to appropriate personnel; Maintains client files. Regularly updates covenant tracking system, and requests and follows for required client financial information, as well as for collateral, insurance and verification documentation as needed. Monitors files to assure completeness, including appropriate approvals, as required; Strong skills utilizing the Bank’s file maintenance system, providing regular status updates to related parties/Relationship Managers, as well as recognizing and articulating areas of concern; Assumes responsibility for establishing and maintaining effective and professional business relationships with clients and external contacts: Resolves (or refers) requests and problems promptly and courteously. Answers client questions pertaining to deposit accounts, loans, balances and payoffs; Keeps clients properly informed of Bank policies and procedures; Maintains and conveys the Bank’s professional reputation; Assumes responsibility for establishing and maintaining effective coordination and communication with area personnel and management: Completes assigned paperwork for management and Relationship Managers. Completes records and reports promptly and accurately; Supports and assists area personnel as needed; Attends and participates in meetings as required; Keeps management informed of area activities and of any significant problems; Assumes responsibility for related duties as required or assigned: Ability to provide support and training to Banking Services Officers. Position may include direct supervision of other Banking Services Officers; Initiates requests for appraisal quotes, providing required information to appropriate personnel and completing forms as necessary. Performs same process for necessary environmental reports; Ensures work area is clean, secure, and well maintained; Performs miscellaneous clerical and administrative functions as needed; Replaces area personnel as needed; Assists with various Cash Management responsibilities as needed: Participates in meetings with clients to establish and/or install Cash Management products and services; Provides support to Cash Management clients as needed. additional responsibilities Perform other duties as assigned. Requirements Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone; In-depth knowledge of Bank loan and deposit products and has a broad working knowledge of Bank policies and procedures. Extensive knowledge of loan documentation and deposit documentation, with ability to accurately order and review for specialized loan and deposit product types; Basic word processing and computer database skills with knowledge of Microsoft Office applications and Bank approved systems used in tracking customer accounts; Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team; Knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including but not limited to the Bank Secrecy Act; Strong analytical ability with active listening skills; Discern potential risks to Bank related to client deposit activity and communicate concerns to appropriate personnel; Advanced ability to: Exercise discretionary judgement within CBC’s framework of regulatory banking environment; Work effectively with senior management, other team members at all levels, and external contacts; Explain complex information in a clear and well composed fashion; Take initiative and prioritize tasks; good time-management, problem-prevention and problem-solving skills; Work accurately with close attention to detail; Maintain confidentiality of sensitive information; Study and apply new information. Education/Licenses/Work Experience: High school diploma or equivalent; Minimum three (3) years of loan servicing experience; May require a valid driver’s license.

Pay 33hr Candidate will work with MSAT Process Validation group with the following responsibilities: Responsible for performing data mapping of Continued Process Verification (CPV) software. Assist in the development and implementation of CPV data mapping strategies. Collect, organize, and map process data and QC data from various sources to ensure accurate and comprehensive data sets. Perform CPV evaluation and generate CPV reports. Generate new work instruction and curriculum to implement new CPV software. Maintain accurate and up-to-date documentation of CPV activities and data mappings. Support other process validation projects (as needed) to ensure processes are validated to required standards. Reviews and interprets data for accuracy for completed validations/re-validations and prepares report packages by analyzing and summarizing the data to support test and protocol requirements. Manage all moderate troubleshooting efforts for protocol discrepancies. Skills: Basic understanding of GMP (Good Manufacturing Practices) and regulatory guidelines. Proficiency in Microsoft Office including Word, Excel, and Visio. Experience with Minitab or similar statistic analysis software is preferred Process validation background is preferred. Biopharmaceutical experience with knowledge of cell culture and purification manufacturing processes is preferred. Excellent technical writing and verbal communication skills Strong analytical and problem-solving skills. Ability to work effectively in a team environment. Demonstrate ability to manage multiple activities while maintaining a high level of organization. Demonstrate flexibility in problem solving, providing risk-based options towards challenges for Management review and decision making. Required Skills: PROCESS VALIDATION DATA MAPPING PROBLEM SOLVING DOCUMENTATION Additional Skills: PROBLEM-SOLVING CELL CULTURE VISIO PROCESS DATA GMP FERMENTATION BIOPHARMACEUTICAL

Wealthfront is seeking a mortgage loan closer to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to deliver exceptional service to clients, ensuring a smooth and efficient closing experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities * Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines * Coordinate with title companies, escrow agents and borrowers to facilitate the closing process * Ensure all loan closing packages meet compliance standards * Verify final loan terms, fees and funding details before closing * Collaborate with processing, origination, and post-closing departments * Collaborate with leadership, compliance, and legal to ensure adherence to evolving regulations * Lead complex closing transactions and provide expertise on loan documentation, compliance and funding * Proactively maintain loan pipeline, tasks, and objectives * Perform Post-closing duties as needed * Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy * Resolve escalations related to title, escrow, compliance and funding * Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions * Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise * Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work * Advanced working knowledge of Federal and state regulations including TRID and state-level disclosure requirements * Self-driven with the ability to work independently and collaboratively * Excellent organizational skills, able to set and meet deadlines in a high paced environment * Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization * Intellectually curious and interested in applying technology to enhance business processes * Prior experience in retail mortgage loan closing * Excellent communication skills focusing on both internal and external communications * Openness to adapting to industry changes Requirements * 4+ years mortgage loan Closing, Post-closing & QC experience * Proficiency in LOS systems, Document Preparation software and closing platforms * Strong knowledge of closing guidelines * Experience training and mentoring * Understanding of state and federal lending regulations * Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $55,800 - 62,000 USD plus Equity. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: * A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. * A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. * Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $80 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC ("Wealthfront Advisers"), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By "award-winning products", please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job Listing Title Pension Application Processor - UFCW & Employers Trust, Benefits Administration, CONCORD CA Job Listing: Established in 1957, UFCW and Employers Trust, LLC, also known as the Trust Fund Office, is one of the top 500 largest retirement funds (managing over $4.2 billion in assets) in the USA. We administer health plans and pension benefits for over 230,000 participants at 116 employers throughout Northern California and Hawaii. We serve the grocery food market and retail pharmacy industry consisting of essential workers from employers like Safeway, Save Mart, and Raley's. The Trust Fund Office administers several multiemployer plans; an employee benefit plan maintained under multiple collective bargaining agreements. Our “Taft Hartley” plans are governed by strong Boards of Directors consisting of Union and Employer industry leaders (as Trustees) with a fiduciary focus and care for our Membership and their families. Our mission is to provide exceptional benefit administration to those we serve: our Members, Dependents, Local Unions, Employers, and Service Providers. WHAT WE ARE LOOKING FOR IN AN IDEAL CANDIDATE: Strong analytical skills Willingness to learn Having the ability to prioritize tasks Embraces teamwork WE OFFER $31.86 an hour with scheduled yearly increases Full benefits package (medical: Kaiser or Blue Shield, dental, vision, life insurance, death benefit, employee member assistance program) with no premiums for employees and low premiums for dependents Defined Benefit Pension Plan 401(k) match and individual consulting with pension consultant Generous Paid Time Off (starting at 2.6 weeks up to 5.6 weeks) and Sick Time Generous holidays (11.5 paid days per year) On-site free gym in Concord Complimentary coffee service everyday Our Concord location includes free parking, and is conveniently located in the central east bay, beside the I-680 freeway and accessible to BART. The adjacent Veranda Shopping Center (*********************** is within walking distance and has a variety of restaurants, retail shopping, and events. OUR CULTURE Our mission to provide exceptional benefit administration for essential workers is what drives us. What we do matters and touches the lives of over 228,000 participants who work for 116 entities. We have been in business since 1957 and are expanding. Come grow with us! Average employee tenure of 10 years Culture of recognition Variety of paths for career advancement Exciting events An amazing team of professionals to collaborate with and learn from! JOB SUMMARY The Pension Analyst will need to develop a thorough understanding of the Plans and their rules and regulations and must be guided by them in fulfilling the essential duties and responsibilities as described below. A Structured Training Program is used to help the Pension Analyst learn quickly. The Pension Analyst performs technical and administrative duties associated with the processing and verification of members' pension inquiries and applications applying the rules and regulations of the Plans. Researches issues and communicates with members, families, union representatives, other UFCW departments and financial institutions. Candidates who have been successful in this role: Experience in benefits, accounting or finance or from the banking industry. Pension experience is not required. ESSENTIAL DUTIES AND RESPONSIBILITIES Performs various duties and responsibilities of Pension Member Service Representative, Pension Member Service Assistant, Pension Assistant and Pension Assistant - Lead. Reviews, analyzes and verifies pension inquiries. Processes retirement applications and verifying accuracy of information by developing and documenting a written chronological order of events in a members work history by requesting, researching, investigating and analyzing pension data. Determines benefit eligibility, Retiree Health and Welfare eligibility, evaluate and determine retirement types' member qualifies for and calculate pension benefits amount under all Trust Fund plans. Reviews and processes re-employment restrictions, rule of 85, extended death benefits and applications, surviving spouse, dissolution information, QDRO's, divorce decrees, inter-plan reciprocity, external reciprocity, Medicare reimbursement, disability applications and updates members records accordingly. Prepares and writes appeals based upon Pension Plan rules. Performs and/or verifies required calculation of: vesting credit, plan service credit, account balance, service breaks, and other issues. Initiates and prepares correspondence to members, beneficiaries, employers and others regarding general account information, pension history, monthly retirement benefits and income tax reporting. Performs data entry and data correction tasks to update and correct member information. Update pension data in Pension information systems. Processes weekly retro balancing and month end balance to reconcile retroactive and monthly pension benefit distributions under each plan. Prepare reports in support of disbursement totals. Responds to inquiries from members, beneficiaries and employers regarding pension benefits. Assists in training and verifying work of other Pension Analysts. Assists with special projects. QUALIFICATIONS Extensive communication skills and knowledge of grammar, spelling, punctuation and simple mathematical functions like percentages, ratios, etc. Strong analytical and organizational skills. Experience with Microsoft Office, Excel and Word or equivalence. High school diploma. 2 years of related work experience. 10 Key and keyboarding experience Knowledge of Defined Benefit and Defined Contributions Plans a plus. PHYSICAL DEMANDS AND WORK ENVIRONMENT 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. While performing the duties of this job, the employee is regularly required to sit and use hands to handle or feel objects, tools or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must regularly lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. This position is subject to a pre-employment negative drug screen and satisfactory completion of a background check and reference checks. The salary for this role is $66,268 per year. #ZR

Klassic Recruiting is partnering with our client Bay Federal Credit union, to source a Bilingual (English/Spanish) internal home loan consultant to join their high traffic branch based in Watsonville, CA. This role will sell new residential first and second mortgage home loans to branch customers and will develop and maintain a network of business relationships that serve as a recurring source of referrals for new home lending opportunities. Job Description Responsibilities for the role of Internal Home loan consultant: Internal sales of Bay Federal mortgage products by working with branch and call center staff to improve knowledge and support the sale of mortgage loan products. Responsible for closing Bay Federal home loan applications submitted by branch and call center staff. Meet individual and department home loan production goals supporting the overall Credit Union goals. Use interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and real estate professionals. Manage pipeline so as to meet specific loan volume production goals, established loan quality and turnaround times. Gather all initial documentation required based upon the applicant's selected loan program and all disclosure requirements. Analyze applicant's existing financial status, credit and property evaluation to determine feasibility of granting the loan, providing conditional approval or denial of loan request. Cleary communicate conditional approval and conditions surrounding the conditional approval. Ensures loan agreements are complete and accurate according to policy and requirements set out in regulations and provides clear, understandable explanations at loan closing and document signing. Analyzes detailed financial and credit data, matching the applicant's needs with an appropriate loan program and level of risk. Promote and maintain a positive image of Bay Federal at all times to all personnel, members,volunteers, vendors and the community. Qualifications Requirements for the role of Internal Home Loan Consultant: Bachelor's Degree in business or finance preferred. Minimum of two years' experience in mortgage loan sales, or equivalent combination of education and experience. Bilingual (English/Spanish) NMLS Certified. Understanding of industry regulations and products. Strong sales acumen & written/verbal communication Job Type: Full-time Job Location: Watsonville, CA Required education: Bachelor's Required experience: Residential mortgage lending: 3 years Sales/ Business Development: 3 years Credit Union: 3 years Required language: Spanish Required license or certification: NMLS Additional Information All your information will be kept confidential according to EEO guidelines.

div East Bay BMWp style="text-align:inherit"/pp style="text-align:inherit"/pLocation: 4350 Rosewood Dr, Pleasanton, California 94588p style="text-align:inherit"br/ /ppb Summary: /bResponsible for identifying and documenting service, maintenance, and repair service for customers. Responsible for scheduling service to be performed. /pp/ppb Supervisory Responsibilities: /bThis job has no direct supervisory responsibilities. /pp/ppb Essential Duties and Responsibilities/b binclude the following:/b/pulli Greets customers in the service drive area and assists them with the process of checking vehicle in for service. /lili Assists Service Advisor by working with customer and technician to identify required maintenance. /lili May advise customers on necessary and recommended services. /lili May offer additional services and repairs to customers. /lili Assists with moving vehicles. /lili Assists customers with reviewing documentation, processing payment, and returning keys for completed services. /lili Schedules appointments with customer. /lili Maintains CSI at or above Company standards/lili Maintains an organized, clean and safe work area/lili Participates in required training/lili Records all hours worked accurately in company timekeeping system /lili Follows Safeguards rules and regulations. /lili Demonstrates the Company's Core Values/lili Complies with Company policies and procedures/lili Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties. /lili Other duties as assigned/li/ulp/ppb Qualifications:/b/pp To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions. /pp/ppb Desired Education:/b/ppo GED/ppb√/b High School Diploma/ppo Associate Degree/ppo Bachelor Degree/ppo Master Degree/ppo Doctorate Degree/pp/ppb Field of Study/Work Experience:/b/ppo Accounting/ppb√/b Automotive/ppo Business/ppo Human Resources/ppo Information Technology/pp/ppb Desired Work Experience:/b/ppb√/b up to 3 years/ppo 3-5 years/ppo 5+ years/pp/ppb Education/Experience:/b/pp Previous experience in automotive or customer service industries desired. Basic knowledge of the mechanical operations of vehicles. Excellent interpersonal, customer service, and organizational skills. /pp/ppb Certificates and Licenses:/b/ppb√/b Valid Driver's License/ppo Automobile Salesperson License/pp/ppb Computer Skills:/b/pp Intermediate skills in Microsoft Office products. Ability and knowledge of the Dealership Management System and other web based applications utilized for operations. /pp/ppb Communication Skills:/b/pp Ability to understand and follow instructions. Ability to communicate effectively with customers and company personnel. /pp/ppb Attendance Expectations:/b/pp The position requires regular and predictable attendance. Scheduled shifts may include evening hours, weekends, and holidays. /pp/ppb Physical Demands:/b/pp While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit. /pp/pp May be exposed to load noise, vibration, exhaust fumes, and other service repair conditions. /pp/ppb Environment Demands:/b/pp Duties are generally performed in the service area. Responsibilities may include conducting road tests on customer vehicles. Work includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships. /pp/ppb Verbal and Writing Ability:/b/pp Ability to read and comprehend instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers and other employees. /pp/ppb Math Ability:/b/pp Ability to add, subtract, multiply and divide. /pp/ppb Reasoning Ability:/b/pp Ability to apply common sense understanding to carry out instructions. Ability to deal with standardized situations. /pp/ppb Core Values:/b/pp To perform the job successfully, an individual should demonstrate the following Core Values:/pp/ppb Servant Leadership/b/pp Servant Leaders consciously put the needs of others before their own, because to serve people is to value them. /pp/ppb Teamwork through Trust amp; Respect/b/pp Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level. /pp/ppb Integrity/b/pp Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make. /pp/ppb Commitment to Customer Enthusiasm/b/pp Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers. /pp/ppb Passion for Winning/b/pp Hendrick's tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people. /pp/pp/ppb Accountability at All Levels/b/pp Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team. /pp/ppb Commitment to Continuous Improvement/b/pp Every day we soften our hearts as well as our egos, in order to seek out and improve upon areas of opportunity within ourselves and our team. /pp/pp This in no way states or implies that these are the only duties and responsibilities to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. This job description is subject to revision at the discretion of the company. /pp/pp The Service Assistant Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of $21. 00. The position may also pay a production bonus based on delership performance that may range from $0. 00 (if baseline benchmarks are not met) to $300 per month. /pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"span Please click here to view the CPRA Job Applicant Privacy Notice: /spana href="************ hendrickprivacy. com/california_job_applicants" target="_blank"CPRA Job Applicant Privacy Notice/a/pp style="text-align:inherit"/pp style="text-align:inherit"/ppspanspanspanspanspan Hendrick is an Equal Opportunity employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply. /span/span/span/span/spanspanspanspanspanspan For more information regarding the EEOC, please visit a href="************ eeoc. gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6. 12ScreenRdr. pdf" target="_blank"************ eeoc. gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6. 12ScreenRdr. pdf/a. /span/span/span/span/span/p/div

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30 day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities; strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer.

KP Recruiting Group is a consulting firm that provides leadership and exceptional talent to some of the world's leading companies. Headquartered in the Midwest, KP Recruiting Group has successfully completed countless engagements across the United States. We represent clients in all industries and all sizes. Our mission is to provide exceptional client and candidate experiences in order to get the best possible results. On behalf of our client, we are excited to present the following confidential role. We look forward to hearing from you and discussing the opportunity! The Role: The Home Mortgage Community Lending Specialist Position (CLS) is responsible for soliciting loan applications, quoting rates and compiling information to submit a complete loan package to the Home Mortgage Underwriting Department. The CLS will be responsible for educating the community on our CRA programs, with a main focus of working with Low/Moderate income borrowers. The CLS will call on branches along with other external referral sources to generate loan applications. MAJOR RESPONSIBILITIES • Meets loan production goals as assigned by the Home Mortgage Sales Manager. • Provides exceptional customer service. • Solicits home mortgage loan applications from internal/external referral sources. • Organizes homebuyer education and other types of financial literacy education opportunities for first-time and LMI homebuyers. • Works with various government and non-profit agencies to coordinate the use of down payment assistance funds with eligible first mortgage loans. • Works with bank employees to increase number and quality of mortgage referrals. • Quotes rates and explains programs accurately and completely to borrowers. • Compiles loan packages and relevant documentation to be submitted for processing. • Coordinates with processor, customer, Title Company, etc. as necessary. • Develops a productive team atmosphere with branches and the Home Mortgage Underwriting Department. • Refers customers back to branch partners for possible cross sell opportunities when appropriate. • Assists the Sales Manager with existing loans in process as needed. OTHER RESPONSIBILITIES • Performs other work-related duties as assigned. • Maintains working knowledge of loan product alternatives. • Maintains a current understanding of stated procedures and policies, including regulatory compliance issues. Requirements • High school graduate minimum. • Good organizational skills. • Ability to work with people in an efficient, friendly and professional manner. • Strong computer and income analysis skills. • Minimum 2 years direct experience in mortgage lending or related field. Benefits Our Client offers a comprehensive benefits package including: 401k Matching Family and Individual Insurance Packages (Health, Life, Dental, and Vision) Paid Time Off & Paid Holidays Long & Short-Term Disability Identity Theft Plans Retirement & Pension Plans Employee Assistance Program Employee Referral Program Tuition Reimbursement Programs Advancement & Professional Growth opportunities Parental Leave & More

As a Loan Originator with Envoy Mortgage we provide you with a high standard of service, support and tools, with one goal in mind -- Improving Lives! By listening to our originators and leveraging our teams and resources, we create a work environment poised for success while remaining a competitive lender and employer in the mortgage industry. Through this business approach Envoy Mortgage has been awarded Top Mortgage Employer by Mortgage Professional, 50 Best Companies to Work for by Mortgage Executive Magazine, and the Top Tech Housing Award many years running. Come join us, and be part of a team where your success, is our success! General Summary The Loan Originator provides residential mortgage loans and generates leads to increase production. The Originator obtains purchase and refinance mortgage loans in accordance with established company policies and procedures and industry guidelines by calling upon realtors; builders; past clients and referral partners; while providing strong communication and support to management, production staff, underwriting, and customers. Duties and Responsibilities The primary job duties and responsibilities of this position include but are not limited to: Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources. Prospect & procure new loan applications by meeting with and presenting products to potential referral sources such as realtors, CPAs, financial planners and past clients that result in funded loans Educate borrowers on current offerings and programs for which they qualify Ensure all marketing is performed in a manner that is compliant Create & maintain data from new loan applications and other documents in origination system Reviews loans in process daily and determine priorities Performs document audit and resolves exceptions to approve (or reject) loan packages for funding Receive & process Change of Circumstances (CoC) and resubmit loan package, ensuring compliance with Fannie Mae and Freddie Mac Re-disclose all new loans when there is a Change of Circumstance (CoC) Generate and distribute Decline/Rejection letters to borrows not meeting minimum requirements, in compliance with industry guidelines and regulations Authorize and/or order credit reports, appraisals, flood certifications, and title work Defers loans that do not meet basic standards to Underwriter Provides follow-up on a consistent basis with internal staff, borrowers, and agents to complete processing Analyzes loan files and submits completed loans for approval Responds to inquiries from agents/referral partners and borrowers regarding status of loans in process. Maintains status of all files in process and updates as needed; keeps abreast of all FHA, VA, and conventional guidelines and changes that may affect loan status Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures, in coordination with processing as well as underwriting Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan Present complete and accurate files to the Processor Ensure maintenance of active NMLS license and stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines Comply with local, state and federal laws regarding position Adhere to all Envoy standards, including, but not limited to production minimums and customer service Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's core values in mind Stay current on personal finance principles in order to offer comprehensive mortgage advice to clients May work more than 50% of the time out the office, is non-exempt and primarily commission-based Any additional duties as assigned THIS JOB DESCRIPTION IS NOT INTENDED TO BE ALL-INCLUSIVE. THE INCUMBENT WILL ALSO PERFORM OTHER REASONABLY RELATED BUSINESS DUTIES AS ASSIGNED BY MANAGEMENT. Qualifications include: High school diploma or equivalent, Bachelor's degree is preferred 3+ years of experience as a Loan Originator, LOA or Processor, 5+ years preferred Knowledge of Microsoft Excel, Word and Outlook In-depth knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage processes, procedures, and documentation Working knowledge / Proficiency in Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and originating systems, Encompass experience preferred Exceptional follow-up, time management, interpersonal, and verbal and written communication skills Willingness to learn, self- motivated, social media savvy and a forward thinker Excellent customer service skills and working in a team environment Excellent interpersonal, verbal and written skills are a must Must be a self-starter who is reliable, detail oriented and the ability to resolve issues Strong relationship building a must, along with strong written and verbal communication skills Ability to analyze issues and create effective resolutions, while managing multiple projects at one time. Must have NMLS and SAFE, UST, preferred, or able to obtain applicable State NMLS license within 30 - 90 days of employment or employment will be terminated. Physical Requirements The employee must occasionally lift and/or move up to 25 pounds Specific vision abilities required by this job include close vision While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch or crawl Job Type: - Non-Exempt Compensation: - Regular Pay: $7.25 - $15.00/hour Supplemental Pay: - Commission Pay NOTE: The Pay Range indicated may vary based on skills, experience, and location once a candidate is selected. - Bonus Pay (eligible) Benefits: (Full-Time) - Health Insurance - Paid Time Off (PTO) - Paid Holidays - 401(k) We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process. Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Seek guidance for complex lending situations and approval authority from an MLS or above. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term and market conditions. Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 1) with SVP recommendation. Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work with Lending Contact Center to provide assistance with mortgage lending calls when needed. Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume. Consumer unsecured lending as assigned. Answer phone and perform other clerical duties as needed. Complete additional tasks as assigned by management. Participate in additional training and continuing education to enhance knowledge of mortgage originations. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Attend Excel and Elevate - New Employee Training (E&E). Complete assigned modules. Previous SECU and/or lending experience preferred. Minimum tier one lending limits assigned at this level. Completion of all requirements of the Associate MSO position preferred, but at a minimum must learn the following quick actionable items: Notaries Safe deposit box entrance Opening and closing of the branch Front desk duties Other dual control assistance as needed. Approving Wires and Cashier's Checks Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Answer and operate a telephone. Lift up to 15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

The SBA Relationship Loan Officer plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. Essential Job Functions Assists lending team in all facets of growing and managing the bank's SBA loans. Develops new and additional deposits, cash management and bank services revenue. Works with clients to resolve account or service-related problems Maintains ongoing visibility with client base Calls and visits target customers to promote and sell establishment products and services. Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit. Develops, revises, or eliminates products and services experiencing less than satisfactory performance. Acquires and grows profitable account relationships with moderately complex business customers and commercial real estate investors/owners. Accurately analyzes borrowers' financial status, credit and property evaluations, credit histories, corporate financial statements and other relevant financial information to determine feasibility of granting loans; prepare loan presentations with the assistance of loan processors to Loan Committee for approval. Reviews and updates credit and loan files and loan agreements to ensure that they are complete and accurate according to policy. Cohesively partners with GBC team members and business lines to deliver exemplary customer service of GBC's full complement of products and offerings. Compiles and analyzes market research data to develop portfolio of products and services focused on needs of target market. Generates new products and services to complement current portfolio. Generates and screens leads following establishment policies and procedures to attain new business relationships and product sales. Designs selling program to promote establishment consumer and business loan products. Oversees all stages of loan development program to ensure compliance with establishment policies and procedures. Supervisory Responsibility This position has no supervisory responsibilities Knowledge: Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Knowledge of business and management principles. Knowledge of principles and processes for providing customer and personal services. The ability to: Communicate information and ideas in speaking so others will understand. Apply general rules to specific problems to produce answers that make sense. Listen to and understand information and ideas presented through spoken words and sentences. Qualifications/Requirements Bachelor Degree/Master's Degree or equivalent. Actively strive to increase customers' deposit business within the bank. Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen. Consecutive Absence Requirements The incumbent of this position must satisfy a 10-day consecutive absence requirement on an annual basis. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to: stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear. The employee must occasionally lift and/or move up to 25 pounds.

Title: Senior Loan Processor Required 3 days per week in the office (M, T, W). Please do not apply if this does not align with you. ABOUT THE COMPANY We are an independent private real estate lending and investment firm, specializing in bridge loans, bespoke lending solutions and alternative investments. Our team has over 60 years of collective real estate industry experience. We are committed to providing reliable and efficient lending solutions to our borrowers and exceptional performance, client service, and transparency to our investors. JOB SUMMARY We are seeking a detail-oriented Senior Loan Processor to join the team. The loan processor is responsible for ordering, gathering, reviewing, and preparing borrower and property documents for residential and commercial loans. This includes ensuring all loan conditions are fulfilled and meets company guidelines. The ideal candidate will have extensive experience and a strong background in private money lending. The loan processor will work closely with loan underwriting and servicing teams. JOB RESPONSIBILITIES: Review loan application for accuracy, compliance, and completeness ensuring that all loans are prepared and processed to comply with regulatory lending guidelines and company policies. Utilize loan origination software to organize and process files. Order appraisals, title commitments, and compliance reports. Effectively communicate and collaborate with borrower(s), escrow, realtors, vendors, and staff providing status updates and outstanding items to facilitate an organized, accurate, and timely closing. Review, collect, and fulfill underwriting conditions. Examine supporting documentation and investigate any inconsistencies to identify potential fraud or misrepresentation. Ensure disclosures are prepared and delivered to the appropriate party. Prepare and deliver documents in an accurate and timely manner adhering to regulatory requirements. Generate loan documents (including but not limited to purchase, refinance, loan modifications, etc.). Coordinate loan closing, recording, and funding with escrow. Review signed closing documents to ensure accuracy, proper execution, and completeness. Work with the servicing team to prepare and disburse the loan. Prepare annual Mortgage Call Reports and NMLS Reports Perform post-closing responsibilities including preparing and submitting DRE reports and investor disclosures. QUALIFICATIONS: Associate or bachelor's degree preferred. A minimum of 3 years' experience as a Loan Processor Knowledge of real estate loan processes, documentation and closing procedures preferably in the private money lending sector. Knowledge of private money lending and hard money loans Strong organizational, interpersonal, and customer service skills Good multitasking abilities with outstanding time management skills Excellent written and verbal communication skills Proficiency in Microsoft Word and Excel Familiarity with Loan Origination Software such as Calyx Point and/or Encompass, ideally “The Mortgage Office” Positive, can-do, professional attitude WE VALUE OUR TEAM MEMBERS! Here are just a few of the benefits and perks we offer. Competitive Salary Medical, Dental, and Vision Benefits Paid Holidays Incentive Bonus Program Company Outings and Events Company Vacations Engaging Work Environment This is a full-time position.

UNCLE Credit Union is seeking a highly skilled and experienced Senior Real Estate Loan Processor to join our dynamic. UNCLE Credit union has been recognized at the Best Credit Union in the East Bay for 7 consecutive years and has been voted Top Workplace for 3 consecutive years (2022,2023 and 2024). Job Summary: We are looking for an experienced Senior Real Estate Loan Processor to join our Credit Union. The Senior Loan Processor should have years of experience in processing 1 st Mortgages and Home Equity Lines of Credit, excellent attention to detail, ability to multi-task in a high-volume environment, and a skilled approach to customer service to help our members navigate through the mortgage process. The ideal candidate will be responsible for helping to manage the loan process from application to closing and ensuring compliance with all regulations. Key Responsibilities: Serve as the main point of contact for title companies, real estate agents, mortgage loan originator, members, and mortgage underwriters to facilitate a timely loan closing. Review, analyze and verify member income, employment history, credit report, and assets. Ensure all loan files meet regulatory requirements, FNMA and FHLMC guidelines, and company policies. Oversee the timely submission of loans for underwriting approval. Monitor key dates and deadlines to ensure timely closing. Must understand TRID, LLE and CD set up and balancing for disclosure. Obtain and verify that all loan documentation, such as title insurance, appraisals, loan applications, credit reports, and income and asset declarations are accurate and provided promptly to underwriters for loan approval. Order third party documentation and reports for residential home loans, create and maintain the mortgage loan file, and assist in clearing underwriting conditions as requested. Input loan file documentation accurately into necessary LOS. Experience with Encompass, Meridian Link, and Symitar a plus. Experience with completing Salary and Self-Employed Income Calculations Worksheets. Ensure that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines. Qualifications: Education: High School diploma or equivalent; college degree preferred. Experience: Minimum of 3-5 years of experience in mortgage lending, underwriting and closing. Skills: Excellent problem-solving abilities and decision-making capabilities. Ability to work under pressure and manage multiple priorities. Strong attention to detail and commitment to accuracy. High level of integrity and professionalism in handling sensitive data and systems. Compensation: $35-38/hr. DOE. Benefits: