Loan Processor Jobs in Sunnyvale, CA

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

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

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

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

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

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

Mechanics Bank is currently searching for a Business Banking Loan Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Walnut Creek or San Francisco Bay Area locations. Participates on a team led by the Loan Administration Manager to support the Business Banking Relationship Managers, as assigned, to provide sales, administrative process, and relationship management support. The incumbent will assist with direct and proactive client outreach and collaboration with the Business Banking team to identify additional opportunities within the client relationship. Time will be spent managing the process and completion of loan packages from application through funding to ensure expeditious processing and client experience. In addition, the remaining time will be spent functioning as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. What you will be doing: * Manages and coordinates loan process, from initial engagement through post-funding. Works directly with Relationship Manager, Processing team, Underwriters, Credit Administration, Loan Services, as well as third-party processors to ensure compliance and resolve issues. Responsible for ensuring Underwriting guidelines, compliance requirements and regulatory requirements are met. * Contacts customer and third party processors as necessary to obtain required information and/or documentation and assists with resolving clientbased needs pertaining to transactions. Including but not limited to collecting, organizing and reviewing Appraisal Reports, Environmental Reports, Preliminary Title Reports, Financial Statements and Tax Returns, Insurance, Loan Package, CIP, and Legal Documentation. Ensures that all required activities are met within established timeframes. * Responsible for assisting assigned Relationship Managers with an existing portfolio of business clients, including the outreach and review of transactions for opportunities to expand current/existing portfolio. * Requests and monitors receipt of financial reporting requirements to meet the need of required covenants maintained in a tickler system. Review and analyze financials for completeness prior to submitting to Underwriting Team for review. Review changes in ownership, and ensure the banks loan package is completed and is accurate according to the financials received. * Additional duties may include but are not limited to: Facilitates the collection of fees; Responsible for reporting efforts to clear delinquent and past due/matured loans; Orders payoff demands as needed; Assist Relationship Manager with performing Site Visits, and assisting with Loan Signings as needed; Organizes and uploads documents into Bank systems; Communicates with client about covenant defaults as required. Who you are: * High school diploma or GED required. * 5 years of experience in the following Must have current knowledge of Business Lending Experience with commercial/business lending policies, practices and applicable banking/government regulations. * MS Office Suite applications systems; lending-related systems. * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. * High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Commercial/Business lending experience in a similar environment. * Valid Driver's License required or available transportation. * Willing to embrace client outreach and consultative sales practices. * Thorough knowledge of Bank operational policies and procedures, compliance regulations, and Bank product and services. * The ability to effectively resolve employee and customer relations issues. #LI-DNI Salary Range: $68,640 - 85,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

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

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

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

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

performs the support for the sales team and prints DMV and bank documents. Duties and Responsibilities: Assisting the sales managers with the following Maintains confidentiality of customer information. Verifying the data in the system Organizing all documents neatly and accordingly in each deal jacket Assisting sales managers with collecting money at the time of transaction Providing the sales managers with documents for customer's Verifying and checking the accuracy of all signatures Providing the Business office with digital uploads Login and track deals in the trip pad. Maintaining a clean and neat workspace Providing well thought out note for each deal in our system and the physical jacket itself. Communicating with one another about any issues about a deal Engaging in any/ all activities with sales Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information. Other tasks to help our Sales Department Requirements Qualifications: Must know how to navigate through Microsoft. Must be able to navigate through computer software. Good attitude and sportsmanship Some customer service experience Maintains a professional appearance. Ability to read, analyze and interpret the most complex documents. Working Conditions: Must be able to perform under some stances of pressure. Must be able to multitask while printing documents. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Salary/Pay: $17.75 - $20.00/Hour Salary Description 17.75-20 an hour

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

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

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

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

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

Mechanics Bank is currently searching for a Business Banking Loan Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Walnut Creek or San Francisco Bay Area locations. Participates on a team led by the Loan Administration Manager to support the Business Banking Relationship Managers, as assigned, to provide sales, administrative process, and relationship management support. The incumbent will assist with direct and proactive client outreach and collaboration with the Business Banking team to identify additional opportunities within the client relationship. Time will be spent managing the process and completion of loan packages from application through funding to ensure expeditious processing and client experience. In addition, the remaining time will be spent functioning as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. What you will be doing: * Manages and coordinates loan process, from initial engagement through post-funding. Works directly with Relationship Manager, Processing team, Underwriters, Credit Administration, Loan Services, as well as third-party processors to ensure compliance and resolve issues. Responsible for ensuring Underwriting guidelines, compliance requirements and regulatory requirements are met. * Contacts customer and third party processors as necessary to obtain required information and/or documentation and assists with resolving clientbased needs pertaining to transactions. Including but not limited to collecting, organizing and reviewing Appraisal Reports, Environmental Reports, Preliminary Title Reports, Financial Statements and Tax Returns, Insurance, Loan Package, CIP, and Legal Documentation. Ensures that all required activities are met within established timeframes. * Responsible for assisting assigned Relationship Managers with an existing portfolio of business clients, including the outreach and review of transactions for opportunities to expand current/existing portfolio. * Requests and monitors receipt of financial reporting requirements to meet the need of required covenants maintained in a tickler system. Review and analyze financials for completeness prior to submitting to Underwriting Team for review. Review changes in ownership, and ensure the banks loan package is completed and is accurate according to the financials received. * Additional duties may include but are not limited to: Facilitates the collection of fees; Responsible for reporting efforts to clear delinquent and past due/matured loans; Orders payoff demands as needed; Assist Relationship Manager with performing Site Visits, and assisting with Loan Signings as needed; Organizes and uploads documents into Bank systems; Communicates with client about covenant defaults as required. Who you are: * High school diploma or GED required. * 5 years of experience in the following Must have current knowledge of Business Lending Experience with commercial/business lending policies, practices and applicable banking/government regulations. * MS Office Suite applications systems; lending-related systems. * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. * High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Commercial/Business lending experience in a similar environment. * Valid Driver's License required or available transportation. * Willing to embrace client outreach and consultative sales practices. * Thorough knowledge of Bank operational policies and procedures, compliance regulations, and Bank product and services. * The ability to effectively resolve employee and customer relations issues. #LI-DNI Salary Range: $68,640 - 85,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

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