Loan Processor Jobs in San Juan Capistrano, CA

Join DG Funding: Where Your Career in Loan Origination Thrives! Are you a competitive, driven professional seeking a rewarding career in an environment where your skills and opinions are valued? Do you want to advance your career and earnings with a supportive team behind you? Welcome to DG Funding - where we empower loan officers to build wealth, grow their careers, and enjoy a positive work-life balance. Who We Are Founded in 2012 by experienced industry veterans, DG Funding is a different kind of mortgage company. As a direct lender and broker, we focus on delivering competitive products, speeding up processing time, and fostering lasting relationships with our clients and partners. Over the past 12 years, we've completed approx. 3,000 transactions for approx. $1.5 Billion and garnered more than 700 five-star reviews. Our loan officers have earned millions, bought homes, and supported their families - all while feeling valued and balanced. What We Offer Cutting-Edge Lenders/Products: We stay ahead of market changes and engage with top investors and lenders to provide our team with the best loan options, including conventional, gov't, jumbo, non-QM and private money products (e.g.,Bank Statement, DSCR, CPA P&L, Hard Money, Private Capital, Bridge Financing, Apartment, Commercial). High-Quality Leads: Advanced credit trigger and title data analytics ensure you're connected with prospects ready to transact. Both inbound calls and outbound connection. Technology Forward: Our tech stack includes Salesforce Jungo CRM, Lendingpad LOS, Vonage VOIP (call and text), Phoneburner, Slack, HubSpot, Optimal Blue, Lender Price, MBS Quoteline, MBSLive, Egnyte Cloud, Google Suite, and more. Robust Client Database: Access a dynamic, easy-to-navigate database with over 10,000 past contacts, from pre-approvals, people on the fence to funded borrowers. Incentivized Processing Team: Our in-house processing team is paid per transaction, ensuring fast, smooth loan closings. Competitive Compensation: Benefit from a generous, tiered commission plan developed with our senior loan officers. Current LOs have earned up to $400K per year, with company-provided leads. Collaborative Culture: Join weekly sales sessions where we discuss goals, market updates, challenges, and success stories to help everyone grow together. Ongoing sharing and helping each other are some of our biggest strengths. About the Role As a Loan Officer, you will: Drive new business by prospecting, following up on high-quality leads, and working with referrals. Engage with clients via phone, email, and text using advanced tech resources. Assess borrower needs and qualifications. Structure loan products that suit their goals. Collect and organize documentation for a seamless loan process. Input and maintain accurate information in CRM and LOS. Deliver exceptional customer service through communication, relationship building, and problem-solving. Who We're Looking For We value positivity, a winning attitude, and a drive to learn and grow. Our ideal candidate has: A history of success in mortgage sales, other roles, sports or other endeavors. Strong relationship-building and communication skills. Proven phone and email writing skills. Creativity, problem-solving ability, and keen attention to detail. Adaptability to industry changes and evolving market conditions. Requirements Experience: Minimum 2 years in loan origination with a proven track record. Licensing: Active Loan Origination License. Product Knowledge: Extensive knowledge of loan products and pricing strategies. Tech Proficiency: Familiarity with key software tools (Apple laptop provided). Integrity & Reliability: Consistent effort and reliable schedule. Compensation Our goal is to help you earn more consistent income than ever before. Enjoy: Full Commission Structure: No cap, with top performers earning up to $400K per year. Escalating Commission Structure: Yearly schedule with room for growth. Company-Provided Leads: Expand your client base effortlessly. Future Opportunity: As your impact on DG Funding is felt, opportunities will arise for more income and/or responsibility. Apply Today if you're ready to take your career to new heights with DG Funding, where we believe in winning together, learning every day, and maximizing both your potential and your income.

About the Company Active Link, Inc. (ActiveLinkMortgage.com) is the result of decades of experience in the mortgage industry combined with a desire to radically change the mortgage experience for not only borrowers but mortgage professionals as well. Active Link, Inc. combines best-in-class service, price, and technology to deliver mortgage results unlike any other. Active Link is licensed in 25+ states and counting. About the Role We are hiring a top-level Mortgage Loan Officer to join our Inside Sales team. Responsibilities Lead Generation: High volume of inbound calls generated from targeted direct mail campaigns, along with a range of leads from multiple other sources. Technology: Best in class technology for all systems including CRM, LOS etc. We make loans easy. Excellent Pricing: Compete and win on every loan! Exceptional Processing: Best in the industry processing team that gets loans closed FAST and efficiently. They care about your borrower and they care about you. Compensation Structure: Guaranteed hourly base pay plus aggressive commission tiers. Benefits: Health and wellness benefits are the best in the industry. Work Life Balance: Enjoy generous PTO policy along with all federal holidays off and paid. Strong Management and Culture: Supportive team culture led by great management that encourage collaboration and growth. Qualifications Experience. We are looking for someone who is licensed and ready to close deals on day one. Required Skills Honesty, Ethics, Integrity, and Professionalism. This is the most important thing to our team. Production. Be prepared to provide evidence of your production, and past success or to show us your potential if given the right opportunity. Work Ethic. Our team works hard. If hired, you will be busy immediately. Our various marketing and sales channels mean lots of leads and lots of borrowers. You must be able to convert at a high level and manage a large pipeline. Our Mortgage Loan Officers work primarily INBOUND CALLS, but outbound calling and hustle is also expected. Active Link, Inc. is an Equal Opportunity Employer.

GEM Mortgage, a division of Golden Empire Mortgage (GEM), has been a respected lender in the mortgage industry for nearly 30 years. The business philosophy at GEM ensures that all consumers have access to credit, with a focus on building lasting customer relationships. GEM Mortgage is dedicated to simplifying home loans since 1987. Role Description This is a full-time on-site role for a Spanish speaking Mortgage Loan Officer at GEM Mortgage, located in Chino Hills, CA. The Mortgage Loan Officer will be responsible for tasks such as originating mortgage loans, evaluating applicants' financial information, underwriting loans, and providing excellent customer service. Qualifications Loan Officers and Mortgage Industry knowledge Must be fluent in Spanish Experience in Mortgage Lending and Underwriting Strong Customer Service skills Effective communication and interpersonal skills Attention to detail and strong analytical skills Ability to work in a fast-paced environment Knowledge of relevant laws and regulations in the mortgage industry

Pre- Approval Specialist (PAL Specialist) in our training program] Must have passed your NMLS Safe Exam prior to starting** We can provide you information regarding getting NMLS licensed Location:Must be onsite in Tustin, CA Position Summary The Pre- Approval Specialist (PAL Specialist) works with the Consumer Direct Sales Division and assists licensed Purchase Loan Officers by communicating with customers regarding initial interest in obtaining a pre-approval or new home mortgage loan. By both gathering information from the customer and providing information to the Loan Officer as it relates the customer's specific needs for and interests in a mortgage loan, the PAL Specialist gains knowledge of and experience in the loan origination process. Successful PAL Specialists effectively communicate with the customers and Loan Officers through email, telephone, text/SMS, and provide a high level of customer service to all parties involved with the interaction in order to create an exceptional customer experience. Compensation: up to $20/hr Responsibilities Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation to provide the customer with an underwritten pre-approval Engage in conversation and establish rapport with customers via email and telephone communication. Educate both customers and Purchase Loan Officers about next steps for a customer's pre-approval. Follow up with Purchase Loan Officers and customers regarding conditional items needed in addition to the loan application in order to complete the loan pre-approval process. Set realistic expectations for both Purchase Loan Officers and customers in order to maximize customer satisfaction. Input data into computer system as it relates to information gathered for the mortgage loan. Disposition customer files appropriately depending on the interest and ability of customers to proceed with the pre-approval process. Follow up and communicate with customers that were previously pre-approved (PAL Incubation) to determine if any further assistance is needed. Assist customers with completing the eConsent and eSign process. Assist customers with reviewing their credit report to determine if the customer can proceed with the loan qualification process with a licensed Loan Officer or be referred to a credit repair institution. Qualifications Previous or current call center or inside customer service or sales experience. Ability to demonstrate proficiency communicating with customers over the phone and via email. Knowledge of the mortgage loan refinance or home buying process. Proven experience bring outgoing, energetic, hardworking and willing to learn. Excellent customer service skills. Excellent written and verbal communication skills. Proficiency with Microsoft Office programs such as Word, Excel, and Outlook. Passionate about helping customers achieve financial goals. Desired Education/Experience 2 or more years of office or inside customer service / call center experience preferred. 1 or more years of experience working in the mortgage or real estate industry preferred. 2 or more years of customer service and/or sales experience preferred. High School Diploma or equivalent; some college preferred. Must have passed NMLS exam and completed 20 hours SAFE prior to starting Other Duties This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. This is an in-office position at our Irvine, CA location. Reliable transportation to and from the office is required. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required. We can recommend jobs specifically for you! Click here to get started.

Job Details Long Beach HQ - Long Beach, CA $34.76 - $34.76 Hourly None Day Real EstateDescription GENERAL PURPOSE ILWU Credit Union is searching for a Temporary Real Estate Loan Processor to fill a role during a leave of absence. This role is an on-site position located in the Bixby Knolls neighborhood of Long Beach, CA. You will be responsible for working an entire real estate loan cycle from origination through funding. During this period, the Processor coordinates all applicable residential loan documentation to complete the loan transaction in accordance with ILWU Credit Union policies and procedures, government regulations and, if applicable, secondary market investor guidelines. The hourly rate for the position is $34.76. The work hours are M-F 8:30 a.m. to 5 p.m. To be considered, candidates must have: Current registration with the National Mortgage Licensing System Registry (please include your NMLS# on your resume to confirm). Current working experience (within last 5 years) as a mortgage loan originator and processor. Proficiency in Mortgagebot LOS or equivalent loan origination software. See additional qualifications below. Essential Responsibilities & Duties Assist members with real estate loan inquiries and applications. Discuss real estate products with members looking to purchase, refinance or obtain a second mortgage (HELOC or fixed second). Interview applicants and originate loans within current regulatory requirements. Work closely with borrowers, loan officers/underwriters, realtors, service vendors (title companies, appraisers, private mortgage insurance companies, etc.), or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements and to ensure a smooth transaction. Validate member documentation for accuracy and compliance. Obtain & review credit reports, title reports, appraisals, mortgage payoffs, verifications of employment/deposit/mortgage, etc., as needed. Monitor the mortgage process to ensure adherence to all company and regulatory processes. Manage multiple loan pipelines and perform all duties necessary to complete the processing of real estate loan applications efficiently while maintaining high levels of member service. Troubleshoot title issues, including vesting concerns, liens, and judgements. Submit loans for underwriting, clear conditions, and prepare all loan documents for closing. Close and disburse loans. Process export of Real Estate loans from the loan origination system. Qualifications JOB QUALIFICATIONS Requires current registration with the National Mortgage Licensing System Registry (Please include your NMLS# on your resume to confirm) Requires an equivalent of a high school level of language, math and reasoning skills, and four years real estate loan origination and processing or underwriting experience in a financial institution. Requires current working experience (within last 5 years) as a mortgage loan originator and processor. Requires proficiency in Mortgagebot LOS or equivalent loan origination software. Strong understanding of company loan policies and guidelines, as well as all federal and state laws and regulations. Knowledge of multiple types of loans such as conventional, fixed/ adjustable, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit. Microsoft Office Suite knowledge and loan originating software such as Mortgagebot LOS and Symitar preferred. Working knowledge of credit fundamentals, real estate products, policies, procedures, and all applicable laws and regulations. Proficient in Windows, Microsoft Office (Outlook, Word, Excel), Internet, and 10-key Strong verbal and written communication skills to interact professionally and empathically with members. Excellent verbal and written communication skills. Good written communication skills. Good math, reading, and comprehension abilities. Must be proficient in Microsoft Outlook, Word, and Excel. Ability to work independently while maintaining high productivity and accuracy. Self-motivated and self-directed. Excellent time management, organization, attention to detail, and ability to multitask in a fast-paced environment. Good organization and time management skills and the ability to handle multiple projects with minimal supervision. Good math, analytical and problem-solving skills. Ability to collect data, establish facts and draw valid conclusions. Working knowledge of English, spelling, and grammar. Ability to maintain accuracy and promptly complete duties with a high degree of attention to detail while meeting demanding deadlines. Ability to take initiative and make decisions within established guidelines. Ability to understand and follow written and oral instructions. Ability to protect and adhere to member privacy and confidentiality guidelines. Ability to maintain confidentiality regarding Credit Union records and data. The versatility and flexibility to successfully serve as a back up to other positions as required. Work Environment Most work is performed in an air-conditioned and heated office environment with exposure to basic office equipment and typical moderate office noise. Physical Demands The physical demands listed and charted here are representative of those that must be met by an employee to successfully perform the essential functions of this job. On-the-job time spent in the following physical activities. Never 0% Occasionally 1-32% Frequently 33-65% Constantly 66-100% Standing x Walking x Sitting x Talking, Hearing x Feeling, Fingering, Grasping x Climbing, Balancing x Crouching, Crawling, Kneeling x Reaching with Hands and Arms x Required weight be to be lifted or force to be exerted while performing job. Never 0% Occasionally 1-32% Frequently 33-65% Constantly 66-100% Up to 10 pounds x Up to 25 pounds x Up to 50 pounds x Up to 100 pounds x More than 100 pounds x Special vision requirements while performing job. Never 0% Occasionally 1-32% Frequently 33-65% Constantly 66-100% Looking at CRT x Color Vision (identify and distinguish colors) x Peripheral, Depth Perception x Ability to Adjust Focus x

As an Indirect Loan Processor/Funder I you will, Under the supervision of the AVP Indirect Lending, performs all duties associated with processing Indirect Consumer loans. Monitors Dealer track, RouteOne and CUDL, Indirect applications. Reviews loan packages and determines steps necessary to complete processing and funding in an accurate and timely manner. Adds value to the organization by assisting with the process which adds assets to the Credit Union's portfolio. Works directly with the Auto Dealers and members. Responsibilities: Performs duties related to processing and funding of indirect consumer lending products. Reviews documentation to ensure it corresponds with loan application; confirms accuracy of member information, conducts a comprehensive review of income verification, loads data in Loan Origination System, and funds in accordance with loan officer's instructions/stipulations. Work directly with Indirect Auto dealers to communicate loan stipulations and funding's. Accepts incoming calls from vendors, dealerships and external and internal members. Answers questions and provides information related to loan processing and loan funding. Indirect loans, reviews completed Indirect Funding Form and Checklist to confirm completion in accordance with credit union standards. Sends completed package to Records/File Room after funding is completed. Completes telephone interview/verification of indirect applicants and collateral along with verification of physical damage insurance coverage for the financed vehicle. Adheres to all auditing procedures designed to document the lending process and provide the proper checks and balances. Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Treats co-workers and members with respect. Qualifications: Minimum combined 1 year related consumer loan processing and/or funding experience to include no less than 6 months indirect experience. A working knowledge of all consumer lending products, documentation, policies and procedures, services and delivery methods.Familiarity with NCUA lending regulations, and consumer lending guidelines Must be able to communicate effectively with members, management, team members and external third-parties. Ability to interface with people in a positive manner with empathy, courtesy and tact. Good interpersonal and consulting skills. Team oriented and the ability to work collaboratively Ability to analyze and solve problems relative to member service needs Ability to multitask and prioritize activities Ability to utilize calculator with accuracy. Proficiency in the operations of a PC and Microsoft Office applications such as Outlook, Word and Excel Education: High School Diploma. Website: Nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) Social Distancing and Mask Guidelines in place

Job Title: Manufactured Home Loan Processor FLSA Status: Non-Exempt Salary Range $23.00 - 27.00 an hour Summary: Responsible for the accurate documentation and closing of manufactured home loans. Provides excellent service to members, dealers, brokers, real estate agents, and escrow companies. Demonstrates outstanding service delivery and helps resolve lending issues. Performs duties related to indirect and direct lending, including verifying income, ordering reports, generating loan documents, and obtaining pertinent documentation for loan files. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. * While executing these duties, must fully comply with the rules and regulations governing the credit extension process as promulgated by the various State and Federal agencies, including but not limited to the Equal Credit Opportunity Act (ECOA), or Reg. B, the Truth in Lending Act (TILA) or Reg. Z, the Fair Credit Reporting Act (FCRA), the Fair and Accurate Credit Transactions Act (FACT Act), the Gramm-Leach-Bliley Act: Privacy of Consumer Financial Information, as well as guidance as provided by and under the Office of Foreign Assets Control (OFAC), the Bank Secrecy Act (BSA) and the provisions of the USA Patriot Act. * Provides prompt, courteous, and efficient service to dealers, real estate agents, mortgage brokers, escrow companies, as well as existing and prospective members. * Performs accurate data entry and funding of loan applications into Eagle Community Credit Unions (ECCU) Loan Origination System(s). * Maintains neat, thorough, legible, and accurate loan documentation and notes. * Order, comprehend, and approve for accuracy, including but not limited to appraisals, flood certificates, insurance, park approval, title searches, Department of Housing titling documents, purchase agreements, closing statements, and escrow instructions. * Prior to funding, audits and performs necessary verification of approved loan documentation through a variety of sources, including credit bureaus, employment verification, and park approval on all loans. * The ability to understand and explain the life of a manufactured home loan to members. * Will be responsible for minimizing and reducing the potential risk of fraud on each funded loan application by auditing and verifying the membership and loan documentation information. * Responsible for communicating with all parties to acquire necessary documentation for timely completion of the funding process via phone, fax, email, or written communication. * Must be proficient with all ECCUs loan and deposit-related products and services and demonstrate a willingness and ability to cross-sell additional services. * Must be proficient with all ECCUs loan-related insurance products, including debt protection, homeowners insurance, and flood insurance, while demonstrating a willingness and ability to cross-sell additional products as part of the loan process. * Must have a general understanding of income analysis such that an applicants income can be accurately determined as part of the loan review process. * Responsible for advising management of adverse trends occurring with escrow companies, real estate agents, dealers, and brokers, including but not limited to issues with funding activity. * Completion of all ECCU compliance training as specified for your position. SECONDARY DUTIES AND RESPONSIBILITIES: * Stays informed of credit union products, services, procedures, and new developments. * Assists Loan Manager or Supervisor with administrative tasks. * Contributes to credit union growth and profitability goals. * Update job knowledge through educational opportunities and professional organizations. Education/Experience: * High school diploma or general education degree (GED). * Minimum 1 to 3 -years of financial institution experience as a loan processor or similar position. * Experience with the use of an automated loan system is preferred. Skills and Abilities: * Proficient in MS Word, Excel, Outlook, and the Internet. * Knowledge of Symitar and ECCUs Loan Origination Systems (arc OS) is preferred. * Ability to read and interpret policy manuals, regulations, and correspondence. * Strong written and verbal communication skills. * Bilingual abilities in Spanish or Vietnamese are a plus. * Basic math skills and understanding of loan amortizations. * Problem-solving skills with minimal supervision. * Ability to work effectively in a team environment. Certificates and Licenses: No certifications are needed. Supervisory Responsibilities: This job has no supervisory responsibilities. Equal Opportunity/Affirmative Action Employer Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race, color, religion, sex, gender identity, age, national origin, citizenship, disability, sexual orientation, veteran status, genetic information, or any other classification protected by applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view ******************************************* Eagle Community Credit Union values the contributions of our diverse workforce, including those with disabilities. Eagle is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. Eagle is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. This Company prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact accommodation@eaglecu.org. This email is created exclusively to assist disabled job seekers who disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response. Benefits Offered: * Medical * Dental * Vision * Life Insurance * Flexible Spending Account * 401(k) Matching * Paid Time Off (PTO) * Training Provided * Tuition Reimbursement * Volunteer Time Off * Supplemental Insurance * Employee Discounts

With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains an assigned/delegated client portfolio as the primary administrative officer. Maintains an up to date tracking of the status, receipt, and delinquency of all required financial reporting items for their assigned portfolio. Provides administrative support for all loan and deposit functions of their portfolio, including but not limited to: Assists PM with collecting and organizing required new account documentation Processes transfer requests for loans under his/her responsibility Reviews and assists PM in keeping organized and complete loan files that are ready for FDIC review Assists RM/PM with compliance administrative functions involved in the onboarding of new loan and deposit accounts Requests financial information 90 days in advance of all loan reviews/renewals and informs PMs of any past due items. Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner. Maintains an accurate, up-to-date tracking log of all applications for credit in process. Requests and reviews entity documentation and other required items for creation of loan documents. Collaborates with bank's Note Department, escrow, title & attorneys, as needed to coordinate loan closings. Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to process the loan or begin underwriting in a timely manner and provides completed forms to RM/PM for review and approval. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Understand different borrowing entity structures Thorough knowledge of commercial banking products and services. General working knowledge of computer skills to communicate with all levels of bank management, staff and customers. (Excel, Word, PowerPoint and Internet access) Ability to communicate clearly and effectively. Strong organizational ability with capacity to efficiently manage multiple projects simultaneously. Ability to take the initiative and prioritize tasks, good time-management, problem prevention and problem-solving skills. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated IND123

Mission Loans is seeking experienced mortgage professionals who thrive in a fast-paced environment while maintaining a focus on quality of work and delivering an exceptional customer experience. As a Loan Processor, your primary mission is to serve as the primary point of contact for borrowers, process loans from set-up to funding, and ensure quality packaging and timely progression through all critical fulfillment milestones, ultimately delivering a best-in-class customer experience. PRIMARY DUTIES & RESPONSIBILITIES: Overall responsibility for processing loans from set-up to funding, ensuring accurate packaging, timely progression through all critical fulfillment milestones, and delivering a best-in-class customer experience. Serve as the primary point of contact for the borrower throughout the loan fulfillment process, including communicating clearly, frequently, and effectively to guide them through the loan process seamlessly. Review and validate borrower information is and remains accurate in the LOS, as well as all loan documentation submitted by the borrower and third-party service providers is complete, accurate, and verified. Process loan files by (i) verifying and analyzing credit, income, assets, and collateral against AUS findings, (ii) reviewing the loan package to ensure it complies with company and/or investor guidelines, and (iii) complete and accurate packaging of the loan for submission to underwriting and closing. Partner with production, underwriting, closer-funders, and third-party service providers (i.e. title, verifications, notary) to resolve problems, qualification issues, and clear conditions throughout the fulfillment process. Timely prepare, validate, and deliver Revised Loan Estimates, Interim &/or Re-Disclosures, and Closing Disclosures following regulatory and company guidelines. Operate to meet and exceed customer expectations. Operate in a manner that promotes loan quality and compliance with lending laws. Maintain loan pipeline productivity and quality performance at or above required goals. SKILLS & ABILITIES: Subscribe to the mission of creating a truly customer and team-member-centric environment. Love to come to work every day and win. Highly motivated, self-starter with the ability to work independently under minimal supervision and as a team player. Clear, effective interpersonal skills and written and verbal communication skills. Ability to work in a fast-paced, multi-tasking environment and manage multiple deadlines. Strong problem-solving and creative thinking skills. Ability to learn and adapt to guideline changes. Strong organization, follow-through and time management skills. Excellent attention to detail with a commitment to accuracy and quality. Dependable, responsible, and able to use good judgment. QUALIFICATIONS & EXPERIENCE 5+ years of processing experience in high-volume mortgage setting. Extensive knowledge in the following loan programs/products: conventional, FHA, VA, refinance and purchase, a plus - jumbo & non-QM. Thorough understanding of agency & investor underwriting guidelines, policies and procedures. Knowledge of and responsibility for compliance with state and federal regulations applicable to loan fulfillment. Intermediate math skills; adept at calculating income from salaried and self-employed borrowers. Basic proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.). Experience with Empower is a plus. Bilingual (read, write, speak) in Spanish, a plus. Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization. Compensation: $17.00/hour + commission. Mission Loans, LLC. is proud to be an Equal Opportunity Employer. Mission Loans does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. Notice to Agencies: Mission Loans, LLC. (the "Company") has an internal recruiting department. Mission Loans, LLC may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Agency"). Agencies are hereby specifically directed NOT to contact Mission Loans, LLC. employees directly in an attempt to present candidates. The Company's policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Mission Loans, LLC. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Mission Loans, LLC. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Mission Loans, LLC. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.

Do you have experience helping people with financial and lending requests in a warm, caring, and friendly manner? Do you have a passion for serving the community through financial education? We'd like to speak with you! The Real Estate Servicer position oversees real estate loans, ensuring compliance with loan agreements and maintaining the overall health of the loan portfolio. This position completes all real estate boarding & servicing functions, reports monitoring, and assists with quality control for real estate loans, including 1st and 2nd mortgages serviced by the Credit Union. Essential Functions and Responsibilities 1. Personally, provides exceptional member service; uses Service Standards in every work-related interaction. 2. Actively participates in meeting the goals of the department and the Credit Union. 3. Work cooperatively with others as part of a formal or informal team to accomplish department and Credit Union goals. 4. Provides excellent service by using a positive and professional tone to assist callers and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. 5. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. 6. 6. Maintains a high level of knowledge in all real estate loan functions; to include but not limited to origination, funding, and servicing. 7. Delivers a high level of service to team members and members when handling inquires and service issues. 8. Serves as the first line of service escalations; responding in a manner that reflects the service experience expectations of the department and organization. Operations 9. Provides assistances for all real estate product inquiries, including but not limited to first lien mortgages serviced by a sub servicer and HELOCs/Fixed Equity loans serviced in house, escrow balances, payment schedules, and insurance requirements. 10. Conducts research and completes processing on more complex member and team member service requests. 11. Acts as a liaison for other departments and vendors, in partnership with Loan Servicing leadership to identify service opportunities. 12. Responsible for servicing & monitoring team member real estate loans. 13. Partners with servicing vendors to ensure service meets the service expectations of the Credit Union. 14. Works with all real estate vendors to handle any inquiries; may include the resolving of missing documents. 15. Creates wire requests as needed to complete real estate transactions. 16. Partners with the Accounting & Finance Department on all inquiries related to real estate loans. 17. Process and review loan payoffs to ensure loans are closed out according to established procedures. Reporting and Compliance 18. Performs quality assurance processes for all real estate loans originated by the Credit Union. 19. Ensures accurate reporting of mortgage financial figures for accounting and finance purposes, including the balance of daily fundings and payments with appropriate vendors. 20. Reports and remits funds to investors and vendors, as applicable. 21. Reviews a sampling of funded loans packages and file documentation to verify the accuracy of file content, ensure all required signatures and dates have been captured, and verifies that all loan stipulations were met and documented, as appropriate. 22. Monitors all reports provided to the Credit Union by all real estate partners & vendors. 23. Monitors and reviews flood, hazard, & fire insurance reports to ensure adequate insurance coverage and ensure force placed insurance is in place, as required. 24. Review delinquent property tax reports to ensure servicer is working with members to ensure a timely resolution. 25. Ensures that all secondary market reporting and servicing are carried out in compliance with applicable regulations. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing * Weekly pay * 401K Retirement Savings Plan with company match * Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays * Paid sick leave (and increases with tenure!) * Company-provided life insurance at twice your annual salary * Financial Education Programs * DoorDash DashPass Health * Medical, Dental, and Vision Insurance for part-time and full-time employees * Modern Health * Care.com subscription * Teladoc Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $27.55/hour | Midpoint: $34.44/hour| Maximum: $41.33/hour

At Kelly Services, we work with the best. Our clients include 99 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. Job Description Description:Our clients, one of the top international banks, is currently seeking a New Loan Audit Processor for a 6+ month temporary assignment. This position is located in Irvine, CA By working for our client, you will be exposed to a large global company (listed on the NYSE), work for one of the most financially stable financial institutions within the U.S., work in a fast paced corporate environment and be an integral part to the Financial Services Team. Responsibilities: Performs system audit on newly funded consumer real estate loans- compares loan terms on the loan documents (Note, Deed) to the system of record (MSP) Performs some data entry SHIFT: 1st, Monday - Friday, 8-5PM Pay Rate: $16/hour Required education: High School Diploma/GED Top 3 Must-Haves: - 2+ Years Mortgage Lending Experience - Administrative Experience - High school diploma or equivalent Qualifications High School Diploma/GED Additional Information Why is this a great opportunity? The answer is simple…working at our client is more than a job; it's a career. The opportunities are diverse whether you are right at the start of your career or whether you are looking for new challenges this is the job for you, so be quick and apply now!

Secure One Capital is an elite mortgage lender founded in 1995. The Best Kept Secret is interviewing again! Come join a team of amazing professionals, truly the best of the best in the industry. With a top tier compensation package, invigorating culture, cash incentives, there is no place you'd rather be. Stop being just a number and start being truly valued and appreciated for all of your strengths. When we hire, we hire for the long term. We have recently been recognized by the BBB by being awarded their Torch Award for Ethics. We are seeking experienced Mortgage Processors to join our team as full-time employees. This position is located in our Costa Mesa office and can potentially be remote as well. Come work with a lender with more than 25 successful years in the business, where our team members are our most valuable asset! The ideal candidate will: have a minimum of five years of verifiable mortgage loan processing experience ability to manage a pipeline of 60+ loans work well in a fast-paced dynamic department we fight to fund loans in 14-17 days, which means you may turn over your entire pipeline twice per month have a team mentality when it comes to working directly with top producing loan originators be able to package a loan file which is ready for submission to underwriting be able to review the entire file especially client income, asset, and general documentation for accuracy and completeness understand the need to arrive early and stay late at month end have a whatever it takes to get the job done attitude have knowledge of TRID, FHA, VA, Fannie, Freddie guidelines possess a high level of integrity be detail oriented be familiar with LE and CD mortgage disclosure requirements possess strong written and verbal communication skills to communicate effectively with LOs, clients, opener, AMCs, underwriters, funders, etc. be a master of time management have an understanding that the loan officers and the borrowers are our clients who deserve Five Star Service every time! *** Generous per funded file incentives for top tier processors

The Loan Setup & Disclosures Specialist reviews and assists on setting up loan files for submission into underwriting. They also ensure disclosures are issued and compliance requirements are met throughout the loan process. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $21-$23 per hour. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Health Care Plan (Medical, Dental & Vision) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation & Holidays) Retirement Plan (401k) Short Term & Long Term Disability Family Leave Wellness Resources About JMAC Lending: JMAC Lending has been in business for more than 20 years. Servicing clients better with our innovative products, exceptional service, support and our dedication to helping our partners grow our business. The core of our culture and business approach is to go Beyond Current market options to be the go-to lender of choice for our clients. Our associates hold distinguished credentials and participate in continuing education, to ensure knowledge is carefully balanced with experience. Our company was built on our adherence to the highest ethical standards, while efficiently and carefully executing the delivery of product pricing for wholesale and correspondent lending for our clients. JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we continue to grow and become a national brand in consumer financing, we hope you'll consider us for future career opportunities. If you are looking to make a meaningful impact in people's lives by bringing a personal touch to finances, join our team today! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pay Range: $23-$26/ Hour Pay range only applies to California residents. Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. * Bilingual - English/Spanish Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. * High degree of integrity. * Sales mentality. * Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

**ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals. The anticipated salary range for this role is between $45,000.00 and $63,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers. To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank. Specialties: Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY:** This position is responsible for all new loan boarding and loan modification. Responsible for the post origination quality control of loan reviews for proper documentation, escrow account disbursements, flood and hazard insurance monitoring, payment processing and other various types of adjustable loan processing as well as understanding applicable compliance issues with knowledge of SBA, Commercial RE, Business Loans and Participation/Syndication Loans. **PRINCIPAL DUTIES & RESPONSIBILITIES:** + Responsible for funding and boarding new loans on the ACBS loan system. + Process loan extension and modifications. + Process Syndication/Participation daily loan transactions, including but not limited to Payments, Disbursements. + Calculates Prepayment Penalty on request + Perform post origination quality control loan audits to ensure that proper legal documents have been received. This requires follow-up and review of all trailing legal documents for new loan originations. + Order Tax Service Contracts. + Responsible for the daily GL balancing. + Conduct research necessary to address loan problems (data entry errors, payment exceptions/misapplications, etc.), resolve, and communicate outcome to appropriate parties. + Respond to inquiries received, and initiate contact with others by phone and mail regarding the Bank's serviced loans. + Prepare responses to requests for payoff demands received from borrower, escrow companies, and title companies. + Prepare reconveyances and other collateral releases for paid loans. + Imaging loan documents. + Responsible for adhering to and complying with all Bank policies and Federal and State banking laws and regulations. + Provide supervision and guidance to other employees within the group. + Comfortable communicating with parent company, internal and external auditors. + Recognize potential risks and propose solutions for mitigation. + Other duties may be assigned. **POSITION SPECIFICATIONS:** + Minimum five years' experience in Loan Servicing with concentration on Loan Funding & Boarding, preferably with knowledge of C&I loans, Commercial Real Estate, SBA & Syndication Loans. + Working knowledge of loan documentation, loans systems, operations and accounting + Superb organizational skills and detail oriented + Highly proficient PC skills including MS Excel and Word + Must be able to plan and monitor activities according to priorities and multi-task. + Ability to work independently within the scope of responsibilities for the position and completes assignments in a timely manner. **EOE STATEMENT** SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. **CCPA DISCLOSURE** Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at **************************************************** . Persons with disabilities may contact our Customer Contact Center toll-free at ************** to request the information in this Notice in an alternative format.

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: * Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. * Troubleshoot loan files. Become an expert in loan programs and qualifications. * Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. * Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: * 1-2 years top sales experience in a professional environment OR college degree * Ability to learn quickly * High energy * Detail-oriented * Excellent communication skills * Collaborative personality * Ability to work in fast-paced, high-volume environment * High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

Actual title will be Financial Services Representative The ideal candidate is passionate about delivering superior service to our members. The Financial Services Representative is responsible for interviewing members to identify products and services that best fit their financial needs. The Financial Services Representative uses their knowledge of Credit Union products and services, including deposits, IRAs, Trust Accounts, consumer loans, and real estate loans, to provide excellent service to our members. Also acts as a liaison to our core sponsor to increase membership and engagement in the Credit Union. Responsibilities Demonstrate our Core Values and First-Class Service Standards in all aspects of the job. Open new membership accounts, trust accounts and enhance the membership with supporting products and services that are convenient and gives peace of mind. Provide applicable disclosures for new accounts and lending products Determine collateral needs and payment plans for members applying for loans. Review credit report upon account opening to verify identity and look for additional cross-sell opportunities Interviewing, processing and disbursing consumer loan requests. Verify debts and estimate monthly payment for any outstanding debts not listed and add them to the debts on application. Calculate debt to income ratios. Cross-sell additional member loan benefits such as MBI, GAP and Credit Life and Disability Interview and process real estate loan requests (1st and 2nd Mortgages) Obtain a copy of current homeowner's insurance and flood insurance (if applicable) and make sure mortgage clause is in favor of credit union Obtain a copy of members' auto insurance policies and verify if the deductibles are within credit union policy and that the credit union is listed as lien holder Explain reasons for denial and explore options for members when loans are denied Process and order VISA Credit Cards Open IRAs and Share Certificates Identify problems, research and analyze issues from different perspectives Timely and correct processing of loan and DMV files. Ensure that collateralized loans have the appropriate title work, documentation and fees so that a completed title is received within 90 days of funding Follow Credit Union safety and security procedures Maintain knowledge on all state and federal regulations related to lending and branch operations Maintain a professional and courteous demeanor with all people, including fellow employees, members, management staff, board, supervisory members and outside vendors Assist other members and employees by answering questions, solving problems and helping complex work related matters Assist with business development activities when warranted including New Employee Orientation and site visits. Meet or exceed goals on the FSR scorecard Call members or send correspondence to create business and increase lending pipeline Complete projects in a timely manner Process IRA reports and RMDs in an efficient and timely manner Act as the liaison between the credit union and employee groups to develop new membership opportunities. Conduct presentations and seminars to our employee group and their employees. Prepares visitation schedule and prepares weekly call reports. Perform outbound calls to secure visits at post office locations. Perform outbound calls to cross-sell products and services to new and existing members. Develops new member relationships by attending postal employee meetings and events. Actively participate in all sales and service activities, goals and responsibilities as requested. Communicate regularly and effectively with management to ensure corporate goals are met. Participates in the development and execution of business development plans. Generate awareness that drives brand loyalty. Keep abreast of industry trends, competition, and new opportunities. Perform other duties as assigned Requirements Must be proficient in job related technology applications including the Credit Union's operating system and lending system. Proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook). Hold Notary appointment Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained for all Branch Mortgage Loan Originators. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timeframe. ESSENTIAL FUNCTIONS * Create LaserPro loan documents for all simple commercial loans (i.e. CRE loans, simple C&I, Working Capital loans, SBA 504,). * Review attorney prepared loan documents prior to borrower signing to verify inclusion of Cathay Bank standard provisions, covenants, and other wording in accordance with approval. * Validate the receipt of the loan and borrower supporting documentation and that the request follows conditions appearing in loan approval, Bank's policies, procedures, and Federal, State, and other regulatory requirements. * Communicate and resolve any supporting documentation issues or questions/clarification on the conditions/wording appearing in loan approval with Lending Unit and/or Cathay legal counsel. * If applicable, create escrow closing instruction and pre-closing conditions and any other conditions required for Lender/Borrower information. * Receive signed loan documents and perform closing and funding activities including ensuring all loan documents are properly executed by authorized signer and reviewed/signed by Account Officer. * Process wire request, remit funds to pay off other lender, obtain Deed of Trust recording confirmation, order tax contracts, UCC filing, set up and maintain tickler and monitoring databases (such as Stucky). * Respond to internal and external inquiries in a timely and satisfactory manner (i.e. Lending Units, Loan Servicing, and legal counsel). * Track trailing documents (such as recorded Deed of Trust, UCC Filings, and Title policy, etc.). * Accept assigned tasks or duties as deemed appropriate by supervisor/manager. QUALIFICATIONS * Education: College graduate with major in accounting or business preferred. * Experience: 2+ years preparing commercial loan documents and closing/funding commercial loans or experience with commercial lending. Experience generating loan documents using LaserPro is a plus. * Skills/Ability: PC Proficient. Strong verbal and written communication skills. Organized and detail oriented. OTHER DETAILS $24.03 - $26.92 / hour Pay determined based on job-related knowledge, skills, experience, and location. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Apply Now