Loan Processor Jobs in Wisconsin

Commercial Loan Processor - To $65K - Brookfield, WI - Job # 3414Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Commercial Loan Processor role located in the Brookfield, WI area. The position is responsible for the preparation, accuracy, and completeness of commercial loan packages, using the Bank's documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned.The opportunity has a generous salary of up to $65K and a full benefits package. (This is not a remote position.) Commercial Loan Processor responsibilities include: Processing commercial loan requests for both new and renewal loans using prescribed procedures and software. Making an initial review of the loan approval (Profile), using information available on the loan processing software system and credit file, obtaining required information for underwriting, and preparing loan closing documents. Preparing all necessary loan documents including Promissory Note, Business Loan Agreement, Construction Loan Agreement, Disbursement Request and Authorization, Resolutions, and Loan Checklist using information from the loan application, profile, and title policy. Confirming loan approval authority as defined by bank policy; review and obtain an understanding of the loan transaction from the Loan Profile. Determining that initial underwriting documentation is present according to the approval document. Reviewing credit files and determining additional documentation needs to support underwriting requirements, such as entity papers, credit reports, purchase contracts, lien searches, title work, appraisal or evaluation, environmental questionnaire, survey, life insurance, and property liability insurance. Ordering supporting documentation from approved vendors and working with loan officers or customers as needed. Renewal loan processing includes entering the loan into loan software and working with the servicing loan officer to move the approved credit to close. Communicating results of documentation review and any processing issues to the loan officer on a timely basis. Balancing transactions and preparing all general ledger tickets and cashier's checks for disbursement. Preparing wire forms, wire tickets, and authorizing wires for loan proceeds. Processing loan file post-closing, including preparation and delivery of instruction letter and the closing packet to the title company if needed. Assisting with additional loan operation roles, as requested or necessary. Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: High School Diploma or equivalent required; two (2) year degree or higher preferred. Two or more years of experience in commercial loan document preparation and/or document processing. Understanding of the required documentation for commercial term loans and lines of credit and the associated collateral documentation. Ability to prioritize work on complex loan transactions to meet scheduled loan closing dates. Knowledge of compliance requirements for commercial borrowers. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and a strong level of skill working with a variety of PC and internet applications, including LaserPro, Excel, Word, and PowerPoint, and the ability to navigate key industry-specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with a focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruptions. The next step is yours. Email us your current resume along with the position you are considering to:************************

WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor III is responsible for processing home equity line of credit's, purchase, and refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in a timely basis. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. What you will do * Review loan approvals to determine what documents are required to move to closing. * Communicate and respond to internal customers within 2 hours. * Utilize pipeline reports to effectively manage and prioritize daily workflow. * Ensure all loans are reviewed at least every 3 days. * Effectively manage an individual pipeline of 30-50 loans. * Maintains current knowledge of CNB guidelines and loan programs. * Meet and exceed monthly funding goals as set forth by management. * Other duties as/or assigned by management. *Must-Have** * H.S. Diploma * Minimum 3 years recent mortgage experience. * Minimum 3 years basic computer experience (e.g. Microsoft Word, Excel, Outlook) required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. *Skills and Knowledge* * Ability to identify and resolve problems in a timely manner. * Strong attention to detail and accuracy. * Ability to maintain high levels of performance, especially in stressful situations. * Strong knowledge of federal/state regulatory policies and procedures. (TRID Experience Required) * Excellent written and verbal skills. * Excellent organizational skills. * Ability to multi-task and work in a deadline driven environment. * Proficient PC skills, including Microsoft Office and Loan Origination systems. *Compensation* Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

Benefits: 401(k) matching Opportunity for advancement Paid time off Loan Servicing is responsible for all aspects of residential mortgage and consumer loans after origination, including moving the documents to secure storage in the core system, monitoring and collecting post-closing documents, and servicing the loan. Duties and Responsibilities: Perform loan maintenance and make additional notations within core system Prepare loan files for imaging & index loan those files to doc storage Manage and complete payoffs on core system. Prepare and electronically record all loan satisfactions Review final title policies and recorded mortgages and index to doc storage Conduct payment reversals to correct errors and track for front line training Cancel internal/ACH payments on paid off loans, as needed Scan & index maintenance that is done in core system Manage daily loan maintenance reports & process/scan completed maintenance Update customer information in core system, as needed Process construction loan draw requests Monitor Escrow accounts and complete Annual Escrow Analysis Monitor ARM Accounts and prepare and send Annual ARM Adjustment notices Handle MGIC premiums and other escrow account payouts Monitor loans for evidence of current hazard and flood insurance coverage Obtain force placed insurance coverage when required Book loan modifications Assist with various loan report requests Prepare & submit required reporting for secondary market investor loans Ensure secondary market loans are maintained following all investor requirements Perform other duties as required to fulfill the responsibilities of the position Follow & ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies Comply with bank standards for attendance and hours of work. Qualifications: Education/Experience: Minimum two-year degree in business related field or equivalent work experience. Two/three years of bank loan processing or title experience preferred. Previous financial institution customer service experience preferred. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Time Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary Process residential mortgage loans. Achieve production and quality metrics. Liaison between loan officer, borrower, underwriter and funding. Prepare and review loan file to ensure completeness of submission and supporting documents, as well as compliance with underwriting and investor guidelines. Monitor overall loan processing cycle time to ensure the loan closes on time. Communicate and coordinate the resolution of issues that delay loan closing timeline. Essential Functions * The processor is to become the contact for non-licensed activity once the loan is submitted to them. * Monitor the overall lending process, and identify, resolve, and communicate issues that could impact timely closure of loans. * Identify potential issues and communicate to consumer and loan officer. * Request supporting documentation from borrower within required timeframes. * Order and review all third-party documentation, including credit checks, title reports, appraisals, tax returns, verifications of employment/assets, etc. to identify and address potential issues. * Check ratios and verify accuracy of AUS findings and program applicability. * Review and verify documentation integrity to ensure it aligns with findings, completeness and compliance, and submit loan file to underwriting for approval. * Update and verify accuracy of data input into system. * Verify compliance with Company standards, federal and agency regulations, standards, and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc. * Obtain and verify clearance of all underwriting conditions and prepare the file for submission to Closing. * Order generation of loan documents. * Use and modify templates to compose professional correspondence and emails. * Provide status updates to Loan Officers and/or borrowers. * Stay current with federal and state regulations and industry guidelines. Qualifications * High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred. * Total recent work experience includes one or more years' experience with processing loans or assisting in loan processing. * Ability to build strong relationships with loan officers, production, underwriting, closing and other internal and external partners. * General knowledge of overall mortgage lending internal processes and control, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for conventional loans. * Thorough knowledge of conventional loans, including various product/program guidelines, necessary conditions for approval, and investor specific guidelines. * General knowledge of valid documentation related to processing consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.). * Ability to prioritize multiple tasks in a deadline-driven environment, strong sense of urgency and responsiveness. * Excellent customer service, interpersonal, verbal and written communication skills * Intermediate math skills. * Strong verbal and written communication skills. * Strong detail orientation and highly organized. * Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs. Supervision * Work with guidance and supervision to develop analytical skills * Work is frequently reviewed * Low level of independent judgment and discretion related to area(s) of specialization * Receive frequent guidance to resolve/escalate issues of high complexity * Average monthly pipeline is 14 loans. * Travel: 0% Requirements * Physical: Work is primarily sedentary; occasionally walks and/or stands. * Manual Dexterity: Frequent use of computer keyboard and mouse. * Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broad casted aloud/viewed on a screen, as well as print and other media. * Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. This position offers eligibility for incentive compensation. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location. Target Salary Range: $17/hr - $24/hr

Named American Banker's “Best Banks to Work For” SIX consecutive years, and now CertifiedTM by Great Place To Work. Here's your chance to move your career FORWARD and see what all the excitement is about! Forward Bank seeks a full time Mortgage L oan Processor to support our lending team. The Mortgage Loan Processor is instrumental in ensuring that loan applications and supporting documentation are processed accurately, timely and in accordance with required regulations. Key Responsibilities: Collect all pertinent documentation from lenders and customers to prepare loan documents Verify borrower information, including employment data, credit history, and insurance information Assist Mortgage Underwriter in preparing for the loan closing File legal documents with title companies and/or counties Prepare customer correspondence regarding loan activity and process loan servicing requests Input and maintain accurate loan data within banking computer system Process payoff requests and construction loan draws Qualifications: High school diploma or equivalent. Additional training in the banking industry is preferred. 2 - 3 years of related experience in a financial services role is preferred. Equivalent combination of education and experience will be considered. High level of organizational and problem-solving skills, with strong attention to detail Positive attitude with superior interpersonal and teamwork skills Professionalism and ability to maintain confidentiality Strong computer skills, specifically with Microsoft Office software applications Excellent written and verbal communication skills Ability to prioritize and manage multiple tasks in a fast paced environment Join our team and help us live our mission….. To Move Our Communities Forward!

Named American Banker's “Best Banks to Work For” SIX consecutive years, and now Certified TM by Great Place To Work. Here's your chance to move your career FORWARD and see what all the excitement is about! Forward Bank seeks a full time Mortgage Loan Processor to support our lending team. The Mortgage Loan Processor is instrumental in ensuring that loan applications and supporting documentation are processed accurately, timely and in accordance with required regulations. Key Responsibilities: Collect all pertinent documentation from lenders and customers to prepare loan documents Verify borrower information, including employment data, credit history, and insurance information Assist Mortgage Underwriter in preparing for the loan closing File legal documents with title companies and/or counties Prepare customer correspondence regarding loan activity and process loan servicing requests Input and maintain accurate loan data within banking computer system Process payoff requests and construction loan draws Qualifications: High school diploma or equivalent. Additional training in the banking industry is preferred. 2 - 3 years of related experience in a financial services role is preferred. Equivalent combination of education and experience will be considered. High level of organizational and problem-solving skills, with strong attention to detail Positive attitude with superior interpersonal and teamwork skills Professionalism and ability to maintain confidentiality Strong computer skills, specifically with Microsoft Office software applications Excellent written and verbal communication skills Ability to prioritize and manage multiple tasks in a fast paced environment Join our team and help us live our mission….. To Move Our Communities Forward!

Start or continue to build your career with a top ranked mortgage company! Waterstone Mortgage was recently named the #2 Best Company to Work For by Mortgage Executive Magazine! Our company culture is second to none; to learn more about our exceptional work/life balance and employee engagement, visit our website, Facebook page, or Instagram! If you're a go-getting Loan Originator who thrives on seeing your customers achieve their homeownership goals, Waterstone Mortgage may be a fit for you! WHAT WE OFFER YOU: Faster than average closings (27 days from contract to close on average, published by Ellie Mae) Innovative technology Product variety Forward-thinking leadership Strong operational support Unparalleled sales training Marketing support to help increase your business Ability to lend in 48 states, no license needed! Competitive rates and unlimited earning potential Loan Officer Assistant, based on production Coaching to help you get to the next level ESSENTIAL DUTIES AND RESPONSIBILITIES: Engages in Outside Sales, including but not limited to: Attending in-person meetings and corresponding with potential clients or real estate brokers; Distributes mailings, makes calls or web-based solicitations away from WMC's Place of Business. Engages in promotional work that is performed incidental to and in conjunction with an employee's own outside sales or solicitations; provides loan data to support marketing and sales promotion programs. Interviews applicants and requests information for applications incidental to originating loans. With the assistance of processors or other staff, completes applications in a timely manner and inputs applicant data into Encompass. Analyzes applicant's financial status; including financial statements, tax returns, credit, and property evaluations (P+L Statements) incidental to originating loans, to determine feasibility of granting credit. Compiles loan packages and facilitates negotiations with applicants to establish standards on items such as fees, loan repayment options and other credit terms.

- Responsibilities/Duties/Functions/Tasks The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts. Originates their own sales by contacting prospective clients, · Develops and maintains referral sources, · Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans, · Meets with prospective clients at locations other than PRMI's offices, e.g., client's home or other locations, · Meets with clients in person to sell mortgage loan products/packages, · Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, · Obtains credit information and necessary documentation for application process, · In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads, · Engages in marketing and promotional activities in support of their own sales, · Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. · Develops solid PRMI product knowledge and offers clients the best mortgage products to match client needs · Reviews application information, requesting specific supporting documentation as needed/required based on loan investor guidelines · Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions · Carries out major assignments affecting business operations of the employer or the employer's customers through: collecting and analyzing information regarding the customer's income, assets, investments, or debts analyzing applicant data, credit and collateral property value determining which financial products best meet the customer's needs and financial circumstances providing advice to the customer regarding the advantages and disadvantages of available financial products marketing, servicing, or promoting the employer's financial products · Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries · Provides origination services in the state of licensure · Creates and maintains excellent business relationships with referral client base, creating new mortgage lending opportunities · Corresponds, communicates, and coordinates with clients, in-house support staff, and external service providers to facilitate timely closings Qualifications · Sales experience in the mortgage industry is preferred · Familiarity with mortgage processes, procedures, rules, regulations, and compliance · Exceptional customer service skills with a strong attention to detail · Excellent written and verbal communication skills · Strong computer skills to include a working knowledge of MS Office · Ability to comprehend and analyze financial information · Ability to effectively communicate and present complex financial information while fielding and responding to questions from applicants, support staff, and management · Established contact and referral list within the real estate and mortgage industries preferred · Ability to pass a required background check Company Conformance Statement In the performance of assigned tasks and duties all employees are expected to conform to the following: Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines. Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities. Contribute to establishing a respectful workplace where diversity is critical to innovation and growth. Ensure every action and decision is aligned with PRMI values. Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI. Realize team synergies through networking and partnerships across PRMI. Embrace change; act as advocate and role model, promoting an approach of continuous improvement. Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Work effectively as a team contributor on all assignments. Perform quality work within deadlines. Respect client and employee privacy. Maintain eligibility for FLSA classification as Outside Sales Exempt, and complete the bi-annual certification process Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Full-time Description At Kunes Country Automotive Group, our License and Title Processors play a crucial role in ensuring smooth vehicle ownership transitions across Illinois. This position offers an exciting opportunity to make a significant impact in the automotive world. Your Adventure Awaits As a License and Title Processor, you'll: Share your expertise across our dealerships. Train and mentor new and current processors. Process title and tax documents with precision and efficiency. Conduct monthly audits to maintain accurate title records. Ensure compliance with state laws in title processing. Other duties as assigned The Ideal Candidate We're looking for someone who can: Master computer applications for document management. Communicate effectively, both verbally and in writing. Maintain strict confidentiality and demonstrate exceptional organizational skills. Meet deadlines consistently and pay attention to detail. Requirements Qualifications: Automotive experience is preferred, but we're willing to train the right candidate. Valid driver's license and a clean driving record. Join Kunes Country Automotive Group and become an essential part of our team, helping to make car ownership dreams a reality. Are you ready to embark on this exciting journey in automotive documentation?

Exciting opportunity to join our team at Citizens State Bank in Hudson, WI! We are currently hiring for a full-time Mortgage Loan Processor. You will assist in preparing and managing accurate loan documents for consumer real estate loans, handle tasks from application to closing, and ensure compliance with regulations. Key Responsibilities: Organize electronic loan files Prepare initial escrow disclosures Manage HMDA data entry Provide customer support through phone, email, and message communications Perform various administrative duties There may be other daily and on demand duties as necessary. A complete job description is available by request. Citizens State Bank is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. Citizens State Bank is a Member of the FDIC and an Equal Housing Lender. Requirements Three to five years of similar or related experience Strong verbal and written communication skills Organized and detail oriented Ability to work under pressure and time constraints Benefits Citizens State Bank strives to be the employer of choice in our communities and offers all full-time employees a competitive salary, 401(k) including a company match, competitive health insurance, dental insurance and vision insurance. Additionally, employees are offered a generous Paid-Time Off plan (including all federal holidays)! Life and long-term disability insurance are also paid for by Citizens State Bank for all full-time employees.

We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opportunity to start your career and learn about consumer finance! Our team is goal driven and always strives for business growth, increased sales, and controlled delinquency. If you are self-motivated, career oriented, and energized by delivering good customer service and hitting sales goals, then check out this opportunity! Benefits: Earn monthly bonuses Medical, dental, and vision insurance effective day 1 401K with some company match Paid Time Off Employee Relief Fund Hourly: $15.75 - $20.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. Hours: Full Time, Monday through Friday, 8:30am to 5:30pm with an occasional evening or Saturday. Why you would love to work here: "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities What you will be doing: Greet and assist every customer in a professional manner Marketing for new loans to existing and new customers through solicitation calls Educate and upsell customers on all product offerings including loan options and insurance products

We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opportunity to start your career and learn about consumer finance! Our team is goal driven and always strives for business growth, increased sales, and controlled delinquency. If you are self-motivated, career oriented, and energized by delivering good customer service and hitting sales goals, then check out this opportunity! Benefits: Earn monthly bonuses Medical, dental, and vision insurance effective day 1 401K with some company match Paid Time Off Employee Relief Fund Hourly: $16.25 - $21.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. Hours: Full Time, Monday through Friday, 8:30am to 5:30pm with an occasional evening or Saturday. Why you would love to work here: "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities What you will be doing: Greet and assist every customer in a professional manner Marketing for new loans to existing and new customers through solicitation calls Educate and upsell customers on all product offerings including loan options and insurance products

Named American Banker's "Best Banks to Work For" SIX consecutive years, and now Certified TM by Great Place To Work. Here's your chance to move your career FORWARD and see what all the excitement is about!

Named American Banker's “Best Banks to Work For” SIX consecutive years, and now CertifiedTM by Great Place To Work. Here's your chance to move your career FORWARD and see what all the excitement is about! Forward Bank seeks a full time Mortgage L oan Processor to support our lending team. The Mortgage Loan Processor is instrumental in ensuring that loan applications and supporting documentation are processed accurately, timely and in accordance with required regulations. Key Responsibilities: Collect all pertinent documentation from lenders and customers to prepare loan documents Verify borrower information, including employment data, credit history, and insurance information Assist Mortgage Underwriter in preparing for the loan closing File legal documents with title companies and/or counties Prepare customer correspondence regarding loan activity and process loan servicing requests Input and maintain accurate loan data within banking computer system Process payoff requests and construction loan draws Qualifications: High school diploma or equivalent. Additional training in the banking industry is preferred. 2 - 3 years of related experience in a financial services role is preferred. Equivalent combination of education and experience will be considered. High level of organizational and problem-solving skills, with strong attention to detail Positive attitude with superior interpersonal and teamwork skills Professionalism and ability to maintain confidentiality Strong computer skills, specifically with Microsoft Office software applications Excellent written and verbal communication skills Ability to prioritize and manage multiple tasks in a fast paced environment Join our team and help us live our mission….. To Move Our Communities Forward!

Waterstone Mortgage Corporation is seeking a detail-oriented and highly motivated Mortgage Loan Closer to join our dynamic team! This role is integral in ensuring the smooth and efficient closing of mortgage loans while maintaining compliance with industry regulations and company policies. The ideal candidate will have 5+ years of experience in the mortgage industry, proficiency with Encompass loan origination software, and a strong understanding of the loan closing processes. This position requires a self-driven professional with excellent time management, critical thinking skills, and the ability to work independently in a fast-paced environment. The Mortgage Loan Closer (MLC) is responsible for coordinating all phases of loan closings. The MLC's responsibilities include reviewing loan data, completing missing or correcting erroneous data, and reviewing information submitted by the loan officer, processors, loan partners, and underwriting. The MLC will communicate with internal and external associates, closing agents, and all parties involved in the transaction, ensuring all closing documentation is complete, accurate, and in compliance with all applicable regulatory agencies. ESSENTIAL DUTIES AND RESPONSIBILITIES: Manage a full pipeline, prioritizing files based on department SLAs including: Audit and balance (with title) all files up to seven days prior to closing to ensure compliance with federal, state, investor, and underwriting regulations/requirements. Review files for data integrity including (but not limited to) borrower name, address, loan amount, etc. Review HOI, PMI, flood insurance, title commitment, and other documentation for compliance with investor, and loan program requirements. Timely delivery of initial CDs within 48 hours of file assignment. Assemble complete and accurate loan closing documentation for all states and all loan products offered by WMC (Conv, FHA, VA, USDA, bond loans, DPAs, grants, FHA 203(k), and one-time construction loans) for timely delivery to title 48 hours prior to closing. Meet or exceed monthly departmental productivity and quality goals with a primary focus on quality. Maintain communication via phone and email with branches and title regarding status of files. Assist the Loan Delivery Department with post-closing conditions. Provide support to other Closers, as needed, due to volume or absence. ADDITIONAL DUTIES: Complete any additional duties assigned by management. Complete regulatory and compliance training, as required. Assist WMC employees and departments as needed. EDUCATION and/or EXPERIENCE: Five years' experience in mortgage loan closing (all loan types - conventional, government, bond) is required. Experience in preparing loan closing documents for sale to multiple investors is preferred. A high school diploma or general education degree (GED) is required. An equivalent combination of education and experience will be considered. Individuals in this position shall not engage in loan origination during the course of his/her employment with WMC. Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain; (3) advertising or communicating to the public that you can perform loan origination services. Please see the Loan Originator Compensation Policy for more details on the definition of loan origination.

Business Loan Closer - To $60K - Milwaukee, WI - Job # 3343Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Loan Closer role in the Milwaukee, WI area. The successful candidate will be Responsible for assisting the Business Services Department through administration of business loan closings. This role performs a variety of functions related to ordering/requesting of due diligence documentation, ordering and reviewing loan closing documents and managing the closings for business loans. There is regular contact with existing members, prospective members, and other professional providers used by the Business Services Department. The position includes a generous salary of up to $60K plus bonus an excellent benefits package. (This is not a remote position). Business Loan Closer responsibilities include: Facilitates the loan closing process by serving as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments. Manages loan closing pipeline and communicates timelines with internal loan processing department, lenders, title companies, and attorneys throughout the loan process. Requests appropriate supporting documents including organizational documents, title work, flood searches, collateral insurance, loan payoffs, and various due diligence items to verify compliance with loan approval and bank closing procedures. Reviews as needed and requests and updates or corrections warranted. Orders payoffs of liens to be satisfied with new funding. Confirms that title, vehicle and UCC searches were properly executed and to ensure that our collateral position meets standards, obtaining updates/corrections as needed. Prepares necessary checklists for ordering loan closing document package, sending to processor along with all supporting documents and due diligence. Reviews credit approval presentation and completed loan closing package to ensure accuracy and compliance, and adherence, to the loan approval guidelines. Attends in-house closings, as needed, to provide additional support to the lender/member and notary services. Reviews all documents immediately after closing to insure proper signatures were obtained and all required documents were completed in an accurate manner. Sends fully executed loan package to processing staff for booking, filing of liens, payment to vendors and other steps required to complete the loan file. Provides backup support to Processing Staff as required. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High school diploma, or equivalent, and a minimum of five years of experience in the preparation and/or review of legal or financial documentation. A combination of education and experience will also be considered. Experience or the ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to documentation preparation or review or for documentation exception tracking. Excellent verbal and written communication skills, problem-solving skills, and organizational skills and the ability to work independently as a valuable team member in a dynamic environment. Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within a defined deadlines. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to: ************************

We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opportunity to start your career and learn about consumer finance! Our team is goal driven and always strives for business growth, increased sales, and controlled delinquency. If you are self-motivated, career oriented, and energized by delivering good customer service and hitting sales goals, then check out this opportunity! Benefits: * Earn monthly bonuses * Medical, dental, and vision insurance effective day 1 * 401K with some company match * Paid Time Off * Employee Relief Fund Hourly: $16.25 - $21.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. Hours: Full Time, Monday through Friday, 8:30am to 5:30pm with an occasional evening or Saturday. Why you would love to work here: "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities What you will be doing: * Greet and assist every customer in a professional manner * Marketing for new loans to existing and new customers through solicitation calls * Educate and upsell customers on all product offerings including loan options and insurance products * Process loan applications to determine customer eligibility * Work with past due customers to bring their account current through collection calls Qualifications What you should have: * Customer service mindset * Experience with sales and/or customer service * Ability to multitask and effectively manage time * High School diploma or equivalent. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance Key Words: Customer Service, Loans, Financial Services, Retail, Bank Teller, Lending, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.

We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opportunity to start your career and learn about consumer finance! Our team is goal driven and always strives for business growth, increased sales, and controlled delinquency. If you are self-motivated, career oriented, and energized by delivering good customer service and hitting sales goals, then check out this opportunity! Benefits: Earn monthly bonuses Medical, dental, and vision insurance effective day 1 401K with some company match Paid Time Off Employee Relief Fund Hourly: $16.25 - $21.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. Hours: Full Time, Monday through Friday, 8:30am to 5:30pm with an occasional evening or Saturday. Why you would love to work here: "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities What you will be doing: Greet and assist every customer in a professional manner Marketing for new loans to existing and new customers through solicitation calls Educate and upsell customers on all product offerings including loan options and insurance products

We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opportunity to start your career and learn about consumer finance! Our team is goal driven and always strives for business growth, increased sales, and controlled delinquency. If you are self-motivated, career oriented, and energized by delivering good customer service and hitting sales goals, then check out this opportunity! Benefits: Earn monthly bonuses Medical, dental, and vision insurance effective day 1 401K with some company match Paid Time Off Employee Relief Fund Hourly: $15.25 - $20.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. Hours: Full Time, Monday through Friday, 8:30am to 5:30pm with an occasional evening or Saturday. Why you would love to work here: "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities What you will be doing: Greet and assist every customer in a professional manner Marketing for new loans to existing and new customers through solicitation calls Educate and upsell customers on all product offerings including loan options and insurance products