Reverse Mortgage Loan Officer
Loan Processor Job In Newburgh, NY
Now Hiring: Reverse Mortgage Loan Officers like you!
At Opulence Home Equity, we're committed to helping senior homeowners unlock the value of their homes through specialized lending solutions.
With exclusive, high-quality leads delivered by our in-house marketing team, you'll have the opportunity to grow your business while helping clients gain access to financial options that truly make a difference.
What You Can Expect:
🔹 Qualified Reverse Mortgage Leads
Real-time inquiries from clients actively exploring reverse mortgage options.
🔹Lead Management Platform
Our proprietary technology simplifies your daily workflow, helping you connect, follow up, and close more efficiently.
🔹 Dedicated Team Support
You'll have access to an experienced Sales Manager and processing team for consistent support from start to finish.
🔹 Strong Earnings Potential
Competitive commission structure with bonuses and timely payouts to match your performance.
🔹 Full Benefits Package
Includes 401(k), health, and dental coverage to support your well-being and financial security.
Hands-On Training
Comprehensive onboarding is provided in person, with hybrid flexibility available after your ramp-up period.
What You'll Be Doing:
🔹Present reverse mortgage options that are customized to each client's financial circumstances and goals.
🔹Review income, credit, and equity positions to identify the best-fit loan products.
🔹Deliver a clear, compassionate experience that guides clients from application to close.
🔹Stay current with reverse mortgage regulations, trends, and lending practices.
What We're Looking For:
🔹Active NMLS License (New York required)✔️
🔹Previous experience in reverse mortgage lending
🔹Strong communicator with a client-first approach
🔹Organized, driven, and results-oriented
Apply Now!
Loan Underwriter
Loan Processor Job In New York, NY
Meridian Capital Group - Commercial Real Estate Underwriter
The Commercial Real Estate Underwriter will be responsible for evaluating and underwriting commercial real estate loan applications. This role involves analyzing financial statements, property appraisals, and market data to assess the creditworthiness of borrowers and the value of the collateral. The ideal candidate will have a strong background in commercial real estate finance, excellent analytical skills, and the ability to make sound credit decisions.
Key Responsibilities:
Review underwriting models of commercial real estate loans (multifamily, retail, office, industrial), overall ensuring reasonableness of assumptions and accuracy of data
Review and analyze commercial real estate loan applications and supporting documentation to include:
Conduct comprehensive credit analysis of borrowers, including financial statements and market data.
Assess the value and risk of collateral, including property appraisals and market conditions.
Trace reported revenue and expense amounts to financial documents (e.g. property level financial statements and tax returns) provided by the borrower. Identify any issues and discuss with team leader
Confirm the underwritten cash flow reflects leases in-place, tenant reimbursements and other assumptions provided by the borrower; and assess the reasonableness of the proforma
Confirm any modifications, amendments to historical financial data are properly documented or flagged, if not
Review the accuracy of rent rolls (e.g. schedules accurately foot, tie out # of vacant units, ensure accuracy of tenant names)
Review Aged Receivable reports and assess consistency with other financial data
Research the property, reviewing publicly available photos & maps
Prepare detailed credit memos and present recommendations to the credit committee.
Approve or decline loan applications based on creditworthiness and risk assessment.
Complete other activities as may be assigned by your manager
Monitor and manage a portfolio of commercial real estate loans, ensuring compliance with company policies and regulatory requirements.
Collaborate with loan officers, underwriters, and other stakeholders to gather necessary information and resolve any issues.
Stay current with industry trends, market conditions, and regulatory changes.
Qualifications:
Bachelor's degree in real estate, accounting, finance, business
Minimum of 5-7 years of experience in commercial real estate underwriting, credit analysis or due diligence process or a related role
Strong analytical and financial modeling skills
A self-starter with the desire and ability to work well with a limited direction in a fast-paced, entrepreneurial environment
Ability to balance multiple concurrent projects
Flexibility and adaptability to various changing working conditions based on the priorities
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite, particularly Excel
Knowledge of commercial real estate markets and property types
Detail-oriented with strong organizational skills
Benefits:
Competitive salary and performance-based bonuses
Comprehensive health, dental, and vision insurance
Professional development opportunities
Flexible work environment
Meridian provides a total compensation package which includes a base salary, discretionary performance bonus and benefits. The estimated base salary range for this position is $80,000 - $120,000 depending on the individual's experience level, skills and qualifications.
Senior Loan Specialist
Loan Processor Job In Highland Falls, NY
Superior Mortgage Company is a privately owned, boutique mortgage brokerage, offering residential, commercial, and private financing services for over 40 years. Drawing from a vast experience in real estate financing, Superior caters to serve a wide variety of borrowers closing transactions ranging from straightforward residential loans to highly sophisticated debt and equity solutions up to $100million. Through a platform that includes 30-40 different wholesale residential lenders, various commercial banks, hedge funds, family offices, insurance companies and private funds, it provides the toolkit necessary to tailor-fit the loan program to the specific needs of each individual type of borrower. While headquartered in New York, Superior Mortgage Co services clients throughout the nation. With in-house loan processing capabilities, highly experienced support and back-office staff, borrowers can expect a quicker more efficient path to closing that allows the company's salesforce to remain focused on serving the needs of their individual clients and referral partners.
Role Description
This is a full-time remote role for a Senior Loan Specialist at Superior Mortgage Co. Inc. The Senior Loan Specialist will be responsible for tasks related to loan origination, finance, and customer service within the loan process. As a core member of the firms' salesforce, the candidate best suited for this role is a highly motivated, self-starter with an entrepreneurial spirit that embodies the culture the company is built upon. This is a unique and exciting career opportunity for an individual to build a business within an organization that promotes unlimited compensation potential, while offering an autonomous work/life schedule.
Qualifications
NMLS Licensed
Communication and Customer Service skills
Underwriting and Finance knowledge
Experience in handling Loans
Strong analytical and problem-solving skills
Attention to detail and accuracy in work
Ability to work independently and remotely
Previous experience in mortgage lending or financial services
Expense Processor
Loan Processor Job In New York, NY
Expense Processor, Corporate Services
New York City
The Expense Processor team conducts crucial review and audit of expense claims to ensure compliance, timely reimbursement, and effective customer service. This position reports to the Head of Travel & Expense.
Responsibilities include:
Support the seamless reimbursement of employee expenses
Review and audit expense reports submissions to ensure compliance to policy and supporting documentation meets the required standard
Monitor and analyze expense reports as directed by operational management
Review and research potential policy or regulatory violations
Evaluate out-of-policy expense requests and reject or escalate as appropriate
Assist with adjustments or special circumstances such as expatriate expenses as necessary
Deliver excellent customer service
Respond effectively and professionally to calls and emails
Develop and maintain excellent relationships with internal clients, key points of contact, and fellow employees
Exercise confidentiality and discretion with approvers and/or employees to resolve expense queries
Identify and close any gaps between approved travel and expense claims
Conduct hands-on training and continuing education as needed
Assist end users of SAP Concur expense management and travel system
Support the implementation of new products or projects including transition to new Concur expense user interface implementation with training, documentation, troubleshooting, and escalation
Support programmatic success
Ensure all T&E service levels are maintained, and all procedures and standards are met
Coordinate with Accounts Payable and other departments as required
Escalate issues as appropriate related to Compliance, Internal Audit, Corporate Events, Travel, etc.
Provide support and assistance to the T&E team on projects and management initiatives
Maintain regular contact with other Expense Processors globally for knowledge sharing and to ensure delivery alignment
Provide coverage for out of policy approvals as needed
Evolve to become a subject matter expert in policy, regulatory requirements, expense processes, and T&E platforms
Other tasks and projects as required
Requirements:
Bachelor's degree or equivalent education and experience
0-1 years of experience
Interest in accounting, expense management, financial services, or operations
Excellent written and oral communication and interpersonal skills
High degree of accuracy
Highest ethics and integrity
Strong customer service skills
Good analytical and interpretation skills
Positive, proactive, calm, professional, focused, motivated, committed, and flexible
Demonstrated ability to set priorities quickly under pressure, meet deadlines while managing multiple tasks, assess situations and act appropriately
Able to exercise sound judgment with regard to company policy and procedures to determine appropriate course of action
Ability to work cohesively in a team with all levels of staff, as well as independently
Fluency in SAP Concur is a plus
Strong computer skills with proficient knowledge of MS Outlook, Word, Excel, and PowerPoint
Mortgage Loan Processor
Loan Processor Job In New York
Who we are
Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. Our AI-driven customer experience makes the lending process faster, less frustrating, and more affordable. By passing these savings directly to homebuyers, we eliminate excessive fees and inflated rates that cost Americans billions each year. Backed by top-tier venture investors, including Ribbit, DST, and NFX, Tomo is poised to become one of the most valuable fintech startups of our generation.
The elevator pitch…
Tomo is growing our mortgage operations team, and we're looking for our next GOAT! A Mortgage Loan Processor leverages established guidelines to ensure loan applications are thorough and accurate with supporting documentation.
Our team's ultimate goal is to work closely and collaboratively to achieve on-time closings, while building a memorable experience for our customers. We are looking for resourceful Processors with proactive pipeline management skills and excellent intuition about customer needs. The ideal candidate for this role gets excited about moving quickly, using technology, innovating, and being around customer-centric teammates. You will have a powerful voice with our product development team - if you have long dreamed of fixing and modernizing an LOS then this will be a dream job.
This role is based in our office Monday- Wednesday, and is remote optional on Thursdays and Fridays. This role is based in New York City, NY, Seattle, WA, or Detroit, MI.
The things you'll do…
Serve as the primary relationship manager and point of contact for the customer from when they enter processing to closing, keeping them informed and collaborating with other functions to make this happen
Perform all processing, pre-underwriting, and pre-closing tasks required to proactively manage mortgage loan files from receipt in processing to final disposition
Verify accuracy and adherence to investor guidelines of all documents required for a complete submission to underwriting (including appraisal and title)
Collaborate with the agent to obtain necessary documentation (if needed) for approval and keep him or her informed of the status of the application
Consistently meet target service level objectives including quality submissions to underwriting
Coordinate closings with all parties and assist with post-closing follow-ups, as necessary
Identify opportunities for process and product improvements and serve as a resource in the implementation of system enhancements
When Closing Disclosure is sent to customer, offer option to review and answer questions
The things you're exceptional at…
Understanding of the mortgage lending process
Ability to handle multiple purchase applications simultaneously in a fast paced environment - On time close is very important to us!
Strong written and verbal communication with a phone-first mentality
Strong performance in team environments
A voice as to how we can improve our processes and tech
Detail orientation with a strong focus on quality
Superior customer centricity
You may also have the extras…
Bachelor's Degree
2+ years experience of mortgage loan processing specifically purchase transactions
Byte Experience
What's in It for You?
Career growth: Multiple paths within Tomo, including elite operational roles
Competitive compensation and benefits
Equity ownership: All teammates receive stock options
Coaching and mentorship: Build a foundation for a career in the mortgage industry
The expected annual compensation for this position will be between
$65,000 - $75,000 USD
Associate, Loan Closer
Loan Processor Job In New York
CLO Associate/Loan Closer Job Description-1-4 years
Manage day to day activity of CLO warehouses. Communicate trade flow between fund managers and TRS provider. Communicate/fix discrepancies.
Enter/close CLO warehouse trades in LIQ to track positions
Interpret warehouse legal documents to properly track life cycle of warehouse
Tie out warehouse economics with CLO fund managers.
Ability to manage the trade portfolio, across multiple business lines, following all trades from Trade Date to Settlement whilst maintaining a clean open trade aging profile and driving reduced settlement times
Ensuring all new trades and fund allocations are added and set up in our internal systems
Drafting of Loan Trade Closing documentation - including Trade Confirmations, Transfer Documents, Pricing Letters (amongst others) when not closing via electronic platform
Coordinating with Trader, sales and Legal (internal and external) on proposed changes to Trade documents
Identifying and escalating issues to the front office traders/ sales, in-house legal counsel, compliance, and management when necessary
Working directly with clients, internal partners and external Agents to resolve issues and ensure smooth closing of all trades.
Prepare and review settlement calculations including delayed compensation, cost of carry and benefit of commitment reductions
Co-ordination and timely solution of any post trade settlement cash queries with Internal and external Clients.
Responsible for waiver and amendment monitoring for credits across portfolio and action them with internal stakeholders when necessary, including bankruptcy and restructurings
Working on internal projects and initiatives designed to improve automation and strengthen the team's control environment across our global franchise.
Assisting the Sales Desk on requests to onboard new Counterparties as needed when it is determined a new counterparty is being executed with. This includes confirming with Client and Account onboarding services that all relevant systems have been updated.
Assisting the Trading Desk in coordinating between the various support teams to ensure that New Deals and Facilities are setup correctly and linked through the appropriate Identifiers. This includes ensuring the Trade Capture, internal Settlement Platform (LoanIQ), and Electronic Settlement Platform (Clearpar) are mapped correctly from the start.
Create new shell deals/facilities in internal Settlement Platform (LoanIQ), when necessary.
Managing exceptions that come out of daily system reconciliation that highlight where is there is discrepancy between internal systems and electronic settlement platform (Clearpar). This includes both Counterparty and Facility identifier exceptions that are required to maintain Straight Through Processing between Trade Capture and Settlement platforms.
Assisting the Secondary Loan Closers as they identify or respond to discrepancies identified by Counterparties during the normal course of business as it relates to Counterparty and Facility Identifier mapping. This includes errors that need to be communicated to the Sales & Trading Desk, for their correction through a Cancel & Correct (CnC) or a static data issue that needs to be corrected through the relevant Client Onboarding/Security Master team.
Skills Required
Knowledge of Loan IQ, and ClearPar would be beneficial.
Knowledge of information wall barriers preferred.
Strong PC skills Excel, Word and PowerPoint
Excellent oral and written communication skills
Self-motivation with tangible examples of demonstrating drive and initiative
Demonstrate they are a detail orientated individual that can multitask efficiently under pressure in a fast-paced environment
Must be able to resolve issues daily
Must have excellent client service skills with both internal and external clients
humble and honest team player and a partner to all internal stakeholder across our global firm
The salary range for this role is $100,000-$120,000.
Loan Processor
Loan Processor Job In New York, NY
A Commercial Mortgage company is seeking a highly organized and detail-oriented individual to join their team as a Loan Processor.
The Loan Processor will play a critical role in facilitating the loan application and approval process.
Responsibilities include:
Receiving and reviewing loan applications from clients
Verifying the accuracy and completeness of all required documents and information
Preparing loan files and ensuring they comply with regulatory guidelines and company policies
Serving as a primary point of contact for clients, providing updates on the loan application status and addressing inquiries or concerns
Collaborating with loan officers, underwriters, and other internal teams to ensure seamless coordination throughout the loan processing cycle
Skills needed:
Attention to detail
Ability to handle multiple projects simultaneously
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Location: Brooklyn, NY
Hours: Full-time
Salary: $25-40/hr depending on skills and experience
Job#571
Special Loans Processor
Loan Processor Job In Melville, NY
The Special Loans Processor is responsible for managing and efficiently processing department duties and tasks over various functions including assumptions, recasts, construction loans, renovation loans, ARM loans, etc. The role requires high attention to detail and prioritization skills, knowledge of loan servicing, ability to manage large volumes, and understanding of compliance and industry regulations. The processor will work closely with internal teams, legal departments, and external clients to ensure efficient servicing and resolution of these loans.
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Duties and Responsibilities
Receives, reviews and evaluates requests received regarding Special Loans functions following the necessary procedures
Maintains and follows procedures outlined by the investors and/or clients
Obtains and reviews information needed to process Subordinations, Easements, Partial Releases, Assumptions, as well as any other requests pertaining to the Special Loans area
Processes maintenance in ARM, Balloon, Construction, Renovation and other workstations as required
Responds to internal/external clients and/or borrowers regarding Special Loans requests
Completes tasks within department and investor guidelines
Adapts to change productively
Handles other essential tasks as assigned
Assist in developing job aides and procedural updates as needed.
Ability to effectively communicate verbally and in writing
Excellent listening and organizational skills
Provide superior customer service and work well with all internal and external customers
Client-centered focus
Capable of adapting to changing situations as well as the ability to show strong initiative and use good judgement to make sound decisions
Ability to work in a fast-paced environment
Ability to multi-task and manage time effectively to meet deadlines and manage multiple priorities
Ability to problem solve and research issues when needed in an organized and detail orientated manner
Perform additional responsibilities as needed
Requirements
MSP platform
Flexibility with scheduling on a day-to-day basis, including extended hours and/or Weekends
Experience in 3 or more areas of the following:
o Adjustable-Rate Mortgages (ARM Workstation)
o Assumptions
o Balloon Loans
o Boarding and Investor Reporting Discrepancies
o Construction Loans
o Easements
o Eminent Domain
o HELOC
o Matured Loans
o Non-Amortizing
o Obligors
o Partial Release
o Pre-Payment Penalties
o Recast
o Release of Liability
o Renovation Loans (203k)
o SCRA Loans
o Subordinations
o Successors In Interest (SII)
Education
High School Diploma
EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary Description $54.8k to $64.1k
Junior Underwriter
Loan Processor Job In New York
Learn with us. Fund with us. Join our Underwriter Academy to learn how to become a CFGMS underwriter or join one of our funding teams. CFG Merchant Solutions, LLC (CFGMS) is a rapidly growing alternative finance company that provides working capital to small and medium sized businesses throughout the US in the form of Revenue Based Financing.
As we continue to expand, we are looking to hire new talent and expand our existing teams. Underwriters in the Revenue-Based Finance Industry are responsible for pricing, underwriting, and managing a portfolio. assessing and managing risks associated with insuring people and assets. This role requires strong analytical skills, attention to detail, and the ability to make informed decisions based on risk analysis. A bachelor's degree in business, economics, finance, or a related field is typically required.
CFGMS offers independent contractors the opportunity for unlimited success and provides proper training and mentorship to support their growth in the industry. This role offers unlimited potential for success and is suited for individuals with an entrepreneurial mindset. This role is based out of our 180 Maiden Lane office in NYC and requires 5 days in the office.
Responsibilities:
Committing to go through internal training program and learning the Revenue-Based Finance industry
Assessing and evaluating risks associated with insuring merchants and small businesses and pricing deals accordingly
Managing and maintaining a portfolio of clients and conducting Merchant interviews
Collaborating with Underwriting teams and Sales Reps
Implementing guidelines to ensure a balanced ratio of favorable risks and minimize claim costs
Analyzing and gathering data from 3rd parties and making informed decisions based on risk analysis ie prospective merchant applications, credit reports, business bank & credit card statements, business financials, P&L, Balance Sheets, Tax Returns, and other related financial and publicly available due diligence information
Maintaining the financial stability and profitability of portfolio through effective risk management
Qualifications:
Bachelor's degree in business, economics, finance, or a related field
1+ years of experience working for a financial firm or in the Revenue-Based Financing industry is beneficial
Strong analytical skills and attention to detail.
Excellent communication skills to effectively communicate analysis results to clients and colleagues
Ability to work independently and in a team environment.
Willingness to undergo training and mentorship provided by CFGMS.
Salary Range
$60,000 - $75,000 USD
Mortgage Loan Processor
Loan Processor Job In New York, NY
We are looking for a highly skilled Mortgage Loan Processor with proven experience to join our team in Brooklyn. The ideal candidate will have a thorough understanding of mortgage loan processing, strong attention to detail, and the ability to manage multiple loan files efficiently. You will play a key role in ensuring the smooth and timely processing of mortgage loans while working closely with loan officers, underwriters, and clients. This is an excellent opportunity for a motivated individual to contribute to a dynamic and growing team.
Responsibilities:
Process mortgage loan applications from start to finish, ensuring accuracy and compliance with regulatory guidelines.
Review and verify loan documents, including income, credit, appraisal, and title information.
Communicate with clients, loan officers, and underwriters to facilitate smooth processing of loans.
Ensure that all loan conditions are met and prepare files for closing.
Maintain accurate records and update loan files in the system.
Troubleshoot and resolve any issues or discrepancies that arise during the loan process.
Qualifications:
Proven experience as a Mortgage Loan Processor.
Strong knowledge of mortgage loan guidelines, regulations, and processes.
Excellent organizational skills and attention to detail.
Strong communication and interpersonal skills.
Ability to work effectively in a fast-paced environment and manage multiple loans simultaneously.
Location: Brooklyn, NY
Salary: $70k+
To apply or for more information, please email your resume to RLefkowitz@SwiftStaffingGroup.com with the subject line "Mortgage Loan Processor - Job #2568011."
To get the "full list" of the current career opportunities, WhatsApp 732-800-7633
💰Refer a friend and get between $600-$1,500 referral bonus upon a successful hire💰
Consumer Loan Processor I
Loan Processor Job In Ithaca, NY
CFCU Community Credit Union (CFCU) is in search of a Consumer Loan Processor who works directly with members and member facing employees within the Credit Union to develop and maintain a positive relationship and loan experience by providing prompt, efficient and accurate support from the application stage through the funding of consumer loan products. This dynamic role supports the initiative to create loyal Credit Union members by helping them reach their financial goals through identifying lending solutions, taking loan applications and facilitate the finalizing process while contributing to the achievement of established organizational goals and objectives.
Requirements
& Responsibilities:
· Develop and maintain a strong, collaborative, and support-focused relationship with members and employees By handling inbound and outbound loan related communications by phone, email, and web messages to provide education on all consumer loan products, evaluate their needs and recommend loan options
· Support members, branches and other Consumer Lending staff by taking loan applications; collection, preparation and verification of documents and information needed to complete loan applications and facilitating the accurate disbursement of loan proceeds, as outlined by the loan approval, to members in person and electronically
· Obtain and verify the required documentation to properly record the Credit Union's lien on collateralized loans
· Identify opportunities based on research and conversations with members to determine and recommend additional products and services that would benefit the member including but not limited to; loan/deposit products, Mechanical Repair Coverage, GAP insurance, Debt Protection, and Insurance Services
· Participate in sales development activities
· Promptly and accurately complete any post funding maintenance such as setting up automatic payments, processing internal loan payoffs, printing/mailing external payoff letters and checks as required
· Ensure archival of loan documents and any additional supplemental documents provided by the member after loan disbursal and completed loan file is in accordance with the Consumer Lending Policy, internal procedures, and Regulations
· Complete and maintain Financial Counseling Certification in addition to maintaining a comprehensive knowledge of the Credit Union's loan products and services. Understand and comply with applicable banking regulations and internal policies and procedures
· Participate in Community Events throughout the year as a representative of CFCU
· Perform other job-related duties as assigned
Desired Skills and Experience:
· One year to three years of Consumer Lending or related experience.
· A high school education or GED.
· Strong communication skills, both written and oral. The ability to provide clear and professional communication to credit union members and other departments' staff.
· Ability to support/serve multiple stakeholders in a highly collaborative environment while working independently at times.
· Ability to work under deadlines in a fast-paced, changing environment.
· Must be self-motivated with willingness to learn.
· Must possess good problem solving and analytical skills.
· Must be proficient in Microsoft Office with emphasis on Word, Excel, and Outlook.
Equal Employment Opportunity:
Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. CFCU provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
#CFCU1
Salary Description $21.59 - $25.89 / hour
Loan Processor
Loan Processor Job In Bohemia, NY
Mortgage Loan Processor Location: Bay Shore, NY
Jet Direct Mortgage is looking for experienced and ambitious Mortgage Loan Processor to join our fast paced, goal oriented and supportive environment.
Here is what we are looking for:
· Review initial loan approval and work with borrower to gather appropriate documentation
· Collect all required documentation for the loan package
· Create a loan submission package for the Underwriting department
· Submit files to assigned Underwriter
· Satisfy all conditions when received from Underwriter
· Communicate with other professionals, including attorneys, county clerks and title companies
Qualifications:
· 10+ years processing residential mortgage loans (FHA, VA, Conventional/ Purchase, Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all government and regulatory requirements
· Utilize in house technical systems and programs such as Encompass
· Thorough working knowledge of underwriting policies, compliance, and procedures
· Excellent written and oral communication skills
· Strong organizational, problem-solving, multi-tasking and analytical skills
What you will get:
· Competitive compensation and incentives
· Excellent benefit packages that includes Medical, Dental, 401(k), Life Insurance, paid holidays, and more!
· A supportive positive management team
· Technical support providing help desk, reporting and lead management, equipment troubleshooting and more
Come join our team! We will help you meet and exceed your goals for 2024 and beyond!
Loan Services
Loan Processor Job In New York, NY
Guggenheim Investments is seeking a Senior Associate to join the Loan Services team. This individual will report to the Director of Loan Services and assist in cross-team functions for both the Trade Operations and Data Integrity teams, including but not limited to the management of loan security master setup and maintenance, ad hoc and recurring data analysis, coordination of direct and secondary loan settlements and borrowings, restructure processing, private rating/credit estimate coordination, pricing reconciliation and monthly metrics. The position requires close interaction with various parties across the firm including traders, credit analysts, and legal team members as well as external data vendors. This role will involve working in a dynamic team environment and presents opportunities to utilize interpretation and problem-solving skills in support of the team's Integrity objectives and initiatives. The ideal candidate will possess a deep understanding of bank debt and fixed income securities.
The Sr. Associate role presents an opportunity to join a team that sits at the 'hub' of Guggenheim Investments at an exciting time of growth and evolution at all levels of the company.
The position is in the New York office.
Responsibilities
* Process bank loan-related transactions in the portfolio management and related systems including transfers, CLO & middle market closings, crosses, CTP and terminations
* Process non-loan bookings in Wall Street Office
* Book all trade amendments and reallocations for Bank Loan trades
* Perform daily confirmation of Bank Loan trades in Aladdin allowing for flow via interface
* Reconcile trades between BRS and WSO. Details of loan trades are compared against systems to ensure booking accuracy and the details of bond, repo and FX trades are compared for CLO and Private Funds
* Monitor and resolve trade-related cash/position breaks on dashboard
* Act as the operations contact with various third parties including custodian banks, trustees, fund administrators, and administrative agent banks to answer or direct various inquiries; Team is responsible for answering and addressing all inquiries which may range from trade & position questions to providing documentation
* Assist with requests related to fund audits and various business initiatives
* Communicate non-CIDD bank loan trade & ABS term loan settlements to custodian banks; handholding of direct settlements ensuring timely funding & accurate reflection in systems
* Work closely with internal and external parties on borrowing requests; processing in BRS and ensuring timely funding
* Wire input into portals for specific fundings sometimes inclusive of GCS
* Provide fund admins with settlement packages and additional documentation & information such as Credit agreements etc.
* Track loan amendments and process restructures in systems communicating to both internal and external stakeholders
* Update and reconcile prices between systems backfilling missing marks, mapping revolver and delayed draws in WSO to ensure accurate reporting for teams including Private Funds & CLO as well as Fund Accounting
* Assist in the development and documentation of procedures and controls to increase the efficiency and productivity of the department
* Populate/refresh trades in BRS for analytics data
* Compile trading metrics for circulation to business and upper management
* Team is responsible for ensuring all trades are booked, allocated, reviewed for accuracy, executed and checked off for closing in ClearPar in a timely manner.
* Review and understand LSTA standard documents and other legal documents including Trade Confirms, Assignment Agreements, Proceeds letters, Participation agreements, Cash collateral agreements and Multilateral Agreements and Credit Agreements, specifically assign-ability language
* Provides KYC packages and fields any questions for any new accounts or as requested by counterparties which may require further guidance/assistance from Compliance or Tax team.
* Maintains close interaction with various parties such as agent banks, counterparties, PMs, traders, analysts, legal and compliance to ensure timely settlement occurs (primary, secondary as well as distressed loan trades)
* Maintains accuracy of trade details through ClearPar and WSO to ensure any issues are resolved prior to settlement. identify and escalate issues to the front office, bank loan trading assistants/traders, in-house legal counsel and management, when necessary and track and report these issues through appropriate workflow tools
* Manage loan amendment workflow, to include tracking, submission and ensure votes are executed in a timely and accurate manner
* Ability to manage heavy trade portfolio, for assigned client base, while maintaining a clean aging profile, with the goal of settlement within the LSTA standard for settlement time
* Manage liquidity for various accounts through correspondence with the PMs. Settlements team will notify PMs as cash needs arise. For FX trades, desk needs to be notified at least 2 days prior to ensure funds are available for settlement. In rare instances, 2 days cannot be guaranteed due to the Agent executing late but will notify the FX desk as soon we're aware of settlement. Any cash breaks, settlements is responsible for following up with the custodians to ensure all trades are funded
* Ensure all trade fees are booked into WSO and tied to ClearPar invoices. Invoices are submitted to the custodian for payments and followed up regularly to ensure all invoices are paid in a timely manner
* Drafting manual documents (trade confirms, assignment agreement & funding memos for any trades not booked on ClearPar.
* Direct Trades - settlements works alongside legal/origination team to facilitate funding for closing. Once a funding date is determined, funding memos will be manually drafted (in some instances, the counterparty will draft the funding memos), reviewed, signed and submitted to the custodians for payment to ensure funds are received in a timely manner
* Create, understand and present metrics reporting for trading, portfolio management and operations
* Prepare monthly/weekly reporting to senior management for open trades and trading metrics
* Process large-scale loan assignments related to special projects including CLO warehousing and closing, cross-trades and client-directed transfers
Qualifications
Preferred Qualifications
* Bachelor's degree with 4-6 years of relevant work experience
* At least 2-4 years of bank loan related experience is required
* Knowledge of Wall Street Office and Bloomberg a plus
* Organized, detail oriented and extremely thorough with strong problem solving skills and demonstrated ability to take initiative
* Excellent written and verbal communication skills with an ability to collaborate with internal teams and external clients and service providers
Basic Qualifications
* Undergraduate degree with 4+ years of relevant work experience in investment management or financial services environment
* Proficient in the use of Microsoft Office Suite, specifically Excel
* Must be able to multi-task in a fast paced and challenging environment
Salary Range
Annual base salary between
$115,000.00-$120,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
Mortgage Loan Processor
Loan Processor Job In Buffalo, NY
is eligible to sit in our Cleveland, Buffalo or Pittsburgh office* SUMMARY: Howard Hanna Mortgage seeks a full-time Mortgage Loan Processor. DUTIES & RESPONSIBILITIES: * Review application package for required program disclosures and Company, Agency, Investor, RESPA and ECOA compliance.
* Maintain open line of communication with the applicant throughout the processing period, assisting them with any questions and notifying them of any additional information or documents required.
* Notify borrowers and Finance Manager, of underwriting decision and any condition that must be satisfied prior to title transfer.
* Send out all applicable approval letters to parties, borrower, finance manager, selling realtor, etc.
* Copy credit package and prepare file for closing department. Be sure information for insurance is in file.
* Maintain an accurate pipeline record and update for all loans in process.
* Work closely with post-closer to meet any additional requirements from investor for their completion to purchase.
* Work closely with Operations Manager to maintain updated QC reports, make any corrections necessary and remit to QC for review
* Perform all other duties and tasks as may be directed by the employee's supervisor and/or management.
KNOWLEDGE, SKILLS & ABILITIES REQUIRED:
* Three (3) years of mortgage banking experience, preferable in loan processing
* High school diploma required
* Excellent communication skills (oral, written and phone)
* Ability to interact effectively with customers and other company staff to solve problems and contribute to the team
* Strong analytical skills with aptitude for figures
* Reliable, proactive, and self-motivated
* Exceptional attention to detail with the ability to handle multiple duties
* Proficient in Microsoft Office programs and data entry
* Manage workload and meet deadlines
Qualified candidates please send resumes to: *************************************
HowardHanna.com
Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
Senior Mortgage Loan Processor
Loan Processor Job In New Hyde Park, NY
We are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!
Minimum 3-5 years of proven success as a Sr Loan Processor at a mortgage broker, mortgage lender, bank, or credit union working a high volume pipeline
This position is based in Lake Success and is not a remote position
The schedule is Monday - Friday from 9 am to 6 pm
Loan Closer
Loan Processor Job In New York
Alma Bank, headquartered in Long Island City, New York and having 12 branches located throughout Queens, NYC, New Jersey, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers, and offer a full range of products and services. ALMA delivers a private banking style experience to our business banking customers.
Come join our winning team!
Alma Bank is currently looking to hire experienced CRE & C&I Loan Closer to work out of it's Corporate office in Astoria, NY.
SUMMARY
Prepares and executes funding of loan packages and documentation in accordance with establishment guidelines and policies by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Reviews underwriting approval for each loan file;
Ensures all closing conditions and all title issues have been satisfied;
Prepares file for closing (reviews legal documents for accuracy, prepares closing figures and other required documents);
Prepares loan booking package and submits same to Loan Operations within 3 days of closing;
Prepares documentation to ensure proper processing of funding, interest rate settings, and billings;
Processes all CRE/C&I loan modifications.
Required skills:
Minimum of 2 years' experience in CRE and C&I closings
Optional preferred skills:
LaserPro, Excel, FIS Insight
Benefits:
Salary commensurate with experience.
Alma Bank employees work in an open and collaborative environment.
Alma Bank Offers its eligible employees a generous matching 401(k), excellent healthcare coverage (medical/dental/vision), short and long term disability, life insurance and long term care options.
Alma Bank is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
No Agencies Please
Consumer Loan Processor
Loan Processor Job In Albany, NY
Full-time Description
Performs all required functions as they relate to Consumer loan processing. Builds and maintains successful member relationships by funding and processing loans to the member's complete satisfaction, while simultaneously ensuring that supporting documentation and records are accurately prepared according to credit union policies.
Duties & Responsibilities
Works closely with Loan Experts and Underwriters to determine what information is outstanding and follows up on these items in a timely manner. This includes but is not limited to gathering insurance binders, vehicle titles and income verification.
Coordinates the disbursal of loans with member via DocuSign, in Branch disbursals, transfer to share accounts or other means.
Review and prepare various weekly, monthly and quarterly reports including, share secured, stock secured, certificate secured.
Review and prepare department monthly billing statements for approval.
Responsible for the inputting and updating of material changes to the department's policy and procedures manuals.
Organize and prioritize responsibilities as they relate to job functions.
Orders and maintains the department inventory of supplies.
Conduct informational surveys upon request.
Demonstrates the ability to excel in a fast-paced environment and meets goals and deadlines.
All other duties that may be assigned.
Requirements
One to two years of similar or related experience in Loan Processing/Servicing.
Have thorough computer knowledge in Excel and Word in order to create documents, letters, spreadsheets and templates.
Strong organizational skills.
Ability to work with members and staff tactfully and professionally, both in person and on the phone.
Ability to maintain a high level of confidentiality.
Interpersonal skills and ability to communicate clearly while handling multiple priorities.
Work Schedule: Mon. - Fri. 8:15am - 5:00pm Sat. Rotational
Salary Description $19.65 - $20.40/hr
Sr. Specimen Processor (Overnight)
Loan Processor Job In Lake Success, NY
We understand that the world we want tomorrow starts with how we do business today, and that's why we're inspired to make A Better World for Pets. Antech is comprised of a diverse team of individuals who are committed to each other's growth and development. Our culture is centered on our guiding philosophy, The Five Principles: Quality, Responsibility, Mutuality, Efficiency and Freedom. Today Antech is driving the future of pet health as part of Mars Science & Diagnostics, a family-owned company focused on veterinary care.
Current Associates will need to apply through the internal career site. Please log into Workday and click on Menu or View All Apps, select the Jobs Hub app, then click the magnifying glass to Browse Jobs.
Work Shift: Monday-Saturday 11PM-7:30am
Work Type: On-Site
This is an On-Site role based out of one of Laboratory located in Lake Success, New York.
The Target Pay for this position is $22.55 an hour. At Antech, pay decisions are determined using factors such as relevant job-related skills, experience, education, training and budget.
PURPOSE OF JOB:
The Senior Specimen Processor research and resolve special submissions from clients. Specimen Processors are responsible for processing the majority of samples that comes into the department. Specimen Processors are required to keep inventory of samples after testing has been completed by scanning them into storage racks. They will also be required to search the lab for any samples not scanned into storage racks. May be cross-trained to perform basic Laboratory Technician or Lab Aide duties. May be responsible for various support activities, including maintaining supply inventory, record-keeping, cleaning, clerical tasks, supply shipping and receiving, mail distribution and other related duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to satisfactorily perform each essential function. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Receives and prepares samples for distribution to main laboratory.
Removes specimens from transport bags and splits as needed for multiple testing.
Retrieves and prepares add-on's and rechecks.
Accurately process Avian/Exotic, manifest and problem specimens at a rate of 40 accessions per hour.
Accurately process standard requisitions per approved procedures at a rate of 72 accessions per hour, heartworm multi-test forms at a rate of 150 accessions per hour, fecal multi-test forms at a rate of 150 accessions per hour, and 2-D requisitions at a rate of 90 accessions per hour.
Records information about specimens. Label and numbers slides, specimens and submittals. Enters specimen data into database, scan tubes, process ZLOOK, and other post production duties as required. Verifies accuracy of information.
Verify samples are in correct locations.
Complete Add Log/recheck specimens in a timely and thorough manner.
Assists Leads/Supervisors with training.
May be required to assist other lab personnel with specimen storage
Sort samples for distribution throughout the lab (X-rays, Coggins, cytology, etc.).
Ensure Turn Around Times (TAT's) are met.
Reads, understands and follows applicable Standard Operating Procedures (SOP's), including safety and quality procedures. Maintains clean and organized work area. Restocks supplies as needed.
Participates in improving lab efficiency, quality and cooperation.
May be responsible for various support activities, including maintaining supply inventory, record-keeping, shipping and receiving, cleaning and other related duties. Checks inventory of supplies, stocks shelves and maintains order in stockroom. Ensures documents are completed according to established SOPs and reflect current manufacturing processes and label claims. May assemble equipment as needed. Prepares and ships supplies, including processing related documentation. Performs variety of administrative duties, such as answering and routing incoming calls, maintain temperature logs and other related activities.
Knowledge of medical and laboratory terminology and specimen processing procedures and equipment helpful.
Work under close to moderate supervision with limited latitude for independent judgment.
Consult with senior peers on processing tasks to learn through experience.
Normally receives general instructions on routine work, detailed instructions on new assignments.
Basic skills with moderate level of proficiency.
Applies job skills and lab policies and procedures to complete a variety of tasks.
Works on specimen processing tasks that are semi-routine in nature without deviating from SOP's is required.
May be asked to participate in enterprise initiatives, special projects, and other duties as assigned.
Reliable and dependable attendance is an essential function of the position.
Performs other duties as assigned.
We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Every employee has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards. Antech Diagnostics has several processes in place to communicate with leadership and expects that employees will have a commitment to integrity and uncompromising values.
EDUCATION/EXPERIENCE:
High School Diploma or equivalent combination of education and work experience required, preferably in Science-related field.
Typically 3-5 years related work experience.
REQUIRED SKILLS AND ABILITIES:
Laboratory skills and experience helpful.
General science background, including hematology/chemistry helpful.
Attention to detail.
Organized with ability to multi-task in a fast paced environment.
Ability to work independently and as part of a team.
Communication skills, both verbal and written.
Positive, can-do attitude.
Basic math, interpretive and analytical skills.
Strong Data Entry skills required (Minimum 6,000 KPH)
Personal computer skills, including strong typing ability and proficient use of Microsoft Office.
PHYSICAL DEMANDS:
Extensive sitting, phone, and computer use
Capable of standing continuously for up to 2 hours
Extend and reach with hands and arms and use hands and fingers
Occasionally required to climb, balance, bend, stoop, kneel or crouch
May be required to lift, move, and carry up to 50 lbs.
Specific vision abilities required include close vision, color vision, depth perception, and the ability to adjust focus.
Hearing ability to effectively communicate via the telephone and in person
Ability to communicate verbally on the phone and in person
Fluency in the English language
Extended hours may be required
WORK ENVIRONMENT:
Laboratory environment with potential biohazards present.
Potential for exposure to agents known to cause zoonotic disease in humans and use of potentially hazardous chemicals as defined by the National Hazard Communication Standards. A complete list of such chemicals is available from department supervision.
About Antech
Antech is a leader in veterinary diagnostics, driven by our passion for innovation that delivers better animal health outcomes. Our products and services span 90+ reference laboratories around the globe; in-house diagnostic laboratory instruments and consumables, including rapid assay diagnostic products and digital cytology services; local and cloud-based data services; practice information management software and related software and support; veterinary imaging and technology; veterinary professional education and training; and board-certified specialist support services.
Antech offers an industry competitive benefits package and continues to invest in and evolve benefits programs that meet the health, wellness and financial needs of our associates.
All Full-time associates are eligible for the following benefits and more:
Paid Time Off & Holidays
Medical, Dental, Vision (Multiple Plans Available)
Basic Life (Company Paid) & Supplemental Life
Short and Long Term Disability (Company Paid)
Flexible Spending Accounts/Health Savings Accounts
Paid Parental Leave
401(k) with company match
Tuition/Continuing Education Reimbursement
Life Assistance Program
Pet Care Discounts
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement, please see our Career page at Antech Careers.
Note to Search Firms/Agencies
Antech Diagnostics, Inc. and its subsidiaries and affiliates (Antech) do not compensate search firms for unsolicited assistance unless they have a written search agreement with Antech and the requisition is position-specific. Any resumes, curriculum vitae, and other unsolicited assistance from search firms that do not have a written search agreement or position-specific requisition submitted to any Associate of Antech will be deemed the sole property of Antech and no fee will be paid in the event the candidate is hired by Antech.
Loan Officer
Loan Processor Job In Great Neck, NY
Take Your Mortgage Career to New Heights with Opulence Home Equity!
Imagine having a steady stream of high-quality leads-and an in-house processing team that ensures your deals close smoothly.
At Opulence Home Equity, that's exactly what we deliver. We're not just another mortgage company-we're a one stop shop, combining premium marketing, innovative technology, and rock-solid operational support to help Loan Officers like you maximize your potential.
We're actively growing in Westchester, Dutchess, and Rockland Counties, and we're on the hunt for driven Loan Officers ready to make an impact and close more deals with less hassle.
What we Offer:
Pre-Qualified Leads-Delivered in Real Time: Our in-house marketing team keeps your pipeline full with high-intent, purchase-ready clients.
In-House Processing Team: Our in-house processors take care of the coordination, ensuring your files progress quickly.
Proprietary Lead Management Tech: Our exclusive platform streamlines client follow-ups, provides real-time updates, and helps you stay organized-so you never miss an opportunity.
Dedicated Sales Manager Support: You'll have a Sales Manager in your corner to help you strategize, close, and grow.
Competitive Commission + Fast Payouts: Top-tier commissions, bonuses, and lightning-fast payouts.
Comprehensive Benefits: Enjoy 401(k), health, and dental insurance offered.
Training & Growth Opportunities
We offer hands-on training and hybrid opportunities once you're fully ramped up.
What You'll Be Doing:
Consult with clients and offer customized mortgage solutions tailored to their needs.
Analyze financials and recommend the best loan products with confidence.
Guide borrowers through the application and approval process with ease-thanks to in-house processing support.
Stay informed on industry trends, loan programs, and compliance updates.
What We're Looking For:
Active NMLS License (New York required).
Proven knowledge of mortgage loan origination and financial products.
Excellent communication and relationship-building skills.
A passion for delivering top-notch service and helping clients achieve their homeownership goals.
Ready to Close More Deals-With Less Hassle?
If you're an experienced Loan Officer who wants better leads, better support, and bigger earnings, we want to talk.
👉 Apply Now through LinkedIn!
Junior Mortgage Loan Closer
Loan Processor Job In New York
Who we are
Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. Our AI-driven customer experience makes the lending process faster, less frustrating, and more affordable. By passing these savings directly to homebuyers, we eliminate excessive fees and inflated rates that cost Americans billions each year. Backed by top-tier venture investors, including Ribbit, DST, and NFX, Tomo is poised to become one of the most valuable fintech startups of our generation.
Are you passionate about helping homebuyers achieve their dreams? Do you thrive in a fast-paced, team-oriented environment? If you're eager to start your career in the mortgage industry or closing department, this is your chance to learn from the ground up!
As a Junior Closer, you'll gain hands-on experience in the mortgage process from start to finish. You'll assist in coordinating loan closings, preparing closing packages, and ensuring seamless transactions so homebuyers get their keys on time. With a strong desire to grow, you'll develop the skills needed to become a seasoned closer/funder while delivering top-tier customer service..
This role is a hybrid role, based in office Monday through Wednesday and is remote optional Thursday & Friday.
The things you'll do…
Redisclose all fee changes due to changes in loan terms throughout the process (e.g. third party fees, changes in appraised values, etc.) to ensure Tomo is in compliance.
Request and monitor all lender wires through the warehouse bank to fund loans on behalf of the entire closing team.
Track all signed physical loan documents to ensure timely delivery to warehouse banks and subsequent shipment to designated investors.
Your role will evolve to…
Thoroughly review all pre-closing documents to ensure accuracy of information, including fees, rates, property details, and vesting before document preparation.
Input required closing data in the loan origination system
Review compliance reports and remediate any fails or alerts
Check title report for correct endorsements and approved items, and to verify that Borrower and property are correct
Prepare and issue the Initial Closing Disclosure.
Draw and release closing documents to the Settlement Agent
Authorize funding of loan
Assist in resolving any post-closing issues as needed
The things you're exceptional at…
Attention to detail and organizational skills
Staying current on federal, state, investor and internal policies and procedures
Maintaining transparency between all teammates involved in a customer's journey
You may also have the extras…
A bachelor's degree
1+ years of professional experience (bonus if that is recent mortgage closing/funding experience)
What's in It for You?
Career growth: Multiple paths within Tomo, including elite operational roles
Competitive compensation and benefits
Equity ownership: All teammates receive stock options
Coaching and mentorship: Build a foundation for a mortgage career
The expected annual compensation for this position will be between
$55,000 - $60,000 USD