Loan Specialist Jobs in Washington, DC

South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in 2019, our mission is focused on helping customers find security in retirement. At SRM we put our customers first by helping them find the best reverse mortgage products that fit their specific needs. Our company is expanding, and we are seeking Mortgage Loan Officers to join our team in-person at our headquarters in Annapolis, MD. Responsibilities As a Mortgage Loan Officer, you will work with pre-screened leads developed by the company. There is no cold-calling or lead generation required. Your job is to manage leads by providing a phone consultation to help clients meet their retirement goals. You will be trained to present mortgage opportunities over the phone, educating the customer on the product and the process, and will work with the customer throughout the process from start to finish. Manage leads by phone, email, text, and CRM. Interview applicants to analyze financial and credit data, determine financing objectives, and advise customer on product, pricing, and process. Collect and analyze client's financial information and credit worthiness. Communicate with client to provide or request information and required documentation. Follow loan from application to closing, ensuring continued communication with the customer throughout the process. Operate in compliance with laws and regulations and adhere to lending compliance guidelines. Qualifications We are seeking dedicated, energetic, team-oriented individuals to join our team who are ready to elevate their sales career to uncapped new heights. We are looking for talented people who put customers at the forefront of everything they do. Bachelor's degree or equivalent preferred. Coachable; Ability to retain and apply skills learned through sales trainings. Detail oriented and organized with ability to manage multiple priorities. Demonstrate patience and professionalism when interacting with customers. Strong verbal and written communication skills. Goal oriented; Motivated and driven by sales and uncapped earning potential. Ability to work on-site in a team-oriented environment. What We Offer $50,000 Base Salary + Training/Licensing Pay + Uncapped Commission + Tier-based Incentives & Bonuses (including Rolex incentive). Extensive training - participate in ongoing group and individualized trainings with sales leaders. Internal Promotions. Paid Training/Licensing. Medical, Dental, Vision, 401K, Paid Time Off, & Pet Insurance. Subsidized Gym Membership. Free office snacks & refreshments. Our Core Values Accountability - When we say it, we mean it. Community - Meet coworkers and friends. Growth - It's more than just a job, it's a career. Integrity - We choose to do what's right. Purpose - Meaningful work done by passionate people. Location Annapolis, MD is a lively, waterfront city positioned between Baltimore and Washington, D.C. Brand new state-of-the-art office with employees in mind - from floor to ceiling windows to a fully-stocked pantry to a putting green and more!

CI Specialist Senior Clearance: Top Secret/SCI Job Type: Full-Time Required Skills & Qualifications: Experience:20+ years (High School Diploma) OR 16+ years (Associate's) OR 14+ years (Bachelor's) OR 12+ years (Master's) In-depth knowledge of Counterintelligence (CI) operations, including: Foreign intelligence threats and emerging technologies CI research, analysis, and reporting Human intelligence (HUMINT) and technical intelligence operations Intelligence analysis methodologies and assessments Familiarity with regulations: AR 381-12, AR 381-20, AR 381-10, DoDI 5240.23 Graduate of Fundamentals of Intelligence Analysis (or military equivalent) Strong analytical, research, and reporting skills Experience using Microsoft Office Suite

This teamwork-centric law firm in DC is seeking a professional with at least three years of PTAB patent experience to spearhead and manage patents start-to-finish. As the Patent Specialist, you will perform a variety of administrative functions in the process of finalizing patents, such as conducting research, composing and editing documents and files as well as maintaining records within a database. This is a unique chance to work with clients directly and manage your own portfolio in a flexible working environment. If you possess excellent professionalism, organizational skills and previous patent exposure or direct experience, send in your resume today for consideration! Key Responsibilities: Own the patent process, assist in the preparation and filing of documents for PTAB proceedings and appeals, creating and adjusting documents, organizing electronic and hard copies, communicating with internal and external contacts to progress project deadlines all while meeting clients' needs. Demonstrate comprehensive knowledge of the patent lifecycle and manage deadlines for PTAB submissions. Manage a client portfolio with exceptional customer service and internal communication updating clients with changes. Build client relations by serving as a point of contact. Review, prepare, and submit various documents, including applications, and filings. Ensure policies and procedures are in compliance. Assist in researching information for a variety of projects. Act as an extension of the team; support various special projects. Why You'll Love Working Here: A respectful, collegial environment centered around diversity, teamwork, and trust. Flexible arrival/departure times around “core” business hours. Competitive compensation and benefits package. Opportunity for a remote-leaning environment with 1-2 days in-office per week. What We're Looking For: Patent prosecution experience. You have at least three years of previous patent prosecution experience managing the application process from filing through grant, including direct PTAB experience. Professional. You understand the importance of providing exceptional service to internal contacts and clients. Highly detail-oriented. You have a special ability to pin-point the smallest details important to project completion. Computer proficient. You are skilled working across MS Suite and learn new programs quickly. Motivated. You are hardworking, dedicated, and go the extra mile to get the job done right and on time. Highly communicative. You value building strong relationships with excellent communication skills. Eager. You possess a positive attitude toward service to clients, attorneys, and co-workers, and are flexible in helping your team. Essential to Hawthorne Lane's success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

An elite patent prosecution mid-sized firm in DC (our client) is looking for a Patent IPR Specialist to join their team. Hybrid/Remote OK. Will be supporting attorneys with preparing and filing patent documents and forms via USPTO and WIPO electronic systems. Varied responsibilities, including, assisting in the preparation and filing of documents for PTAB proceedings, including Inter Partes Reviews (IPRs), Post Grant Reviews (PGRs), and appeals, managing deadlines for PTAB submissions, reviewing and organizing case files, handling patent lifecycle management, preparing response shells and reviewing for potential IDS filings, conducting Notice of Allowance reviews and checklists, responding to client inquiries and reporting case statuses. Must have a thorough understanding of PTAB processes, filings, and deadlines and experience working with USPTO. Proficiency with Inter Partes Review is required. Exceptional compensation and benefits. Please apply to Bridgeline Solutions today!

Renewal Specialist Pay: $75,000/year Experience: 1+ years prior experience in insurance account management, benefits administration, or a related role, with a strong understanding of group health insurance. Education: Bachelor's degree preferred. Type: Full-time; Direct Hire Schedule: Monday - Friday, 8am to 5pm Greene Resources is seeking a Renewal Specialist to join a growing and dynamic team! Job Description: Communicate with our rapidly growing portfolio of small group clients, offering personalized service and guidance on annual renewal decisions and mid-year service requests. Work closely with internal teams-including Benefits Consultants, Client Executives, fellow Account Managers, and Individual/Medicare Specialists-to deliver a seamless client experience. Assess client needs, discuss insurance options, and work as a team to recommend and strategically implement the most effective plans. Ensure renewals run smoothly by coordinating with internal teams, insurance carriers, and partner organizations. Provide continuous support to clients, addressing inquiries, resolving issues, and keeping them informed of any changes to their plans, making recommendations if beneficial to the client. Collaborate with team members to monitor account performance, identify opportunities for improvement, and proactively address client concerns. Share industry knowledge and updates with both clients and internal teams. Assist with preparing and delivering presentations, proposals, and renewal packages, while identifying beneficial cross-selling opportunities when available. Position Requirements: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.) is required, and experience with insurance platforms or CRM tools is a plus. Must have an active Life and Health insurance license, and ongoing professional development to stay current with industry regulations. Ability to work effectively in a team environment and collaborate across various departments to solve client challenges in a fast-paced environment. Excellent verbal and written communication skills, with an ability to explain complex information clearly and concisely. Strong ability to think critically and address client needs while working with internal teams to deliver strategic solutions. High attention to detail and organizational skills, with the ability to manage multiple accounts and tasks simultaneously. Greene Resources is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream. We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Job Description: Bookoff McAndrews (BoMc) is seeking an IP Docketing Specialist to work as a member of the firm's dynamic IP Docketing team. The IP Docketing Specialist's primary responsibilities will include working on the day-to-day operations of the Docketing Department. This includes but is not limited to: docketing incoming correspondence derived daily from the USPTO, reporting newly received USPTO correspondence to members of the firm, docketing and de-docketing pertinent deadlines, opening new matters, preparing system reports, researching and resolving docketing inaccuracies, and answering questions related to the docket. This position will report directly to the IP Docketing Manager. Preferred Hours are 9:00am - 5:00pm Qualifications: Minimum of 2 years IP docketing or related work experience required Required to come into the office 1 day per week Knowledge of U.S. patent rules, regulations, prosecution procedures, terminology, and deadlines. Meticulous attention to detail and ability to switch between tasks. Excellent computer skills required, including a strong familiarity with Microsoft Excel. Possess a high degree of professionalism and diplomacy. B.A/B.S. degree is highly desired. About BoMc: We are a dedicated and friendly team who enjoys our work. It shows in the quality of our work and it's recognized. Vault named us its 2024 #1 Best Midsize Firm to Work For which includes top rankings across key benchmarks for “wellness,” "satisfaction," "firm culture," “associate/partner relations” and "quality of work." The Washington Post also named us one of its 2024 Top Workplaces. We offer: a respectful and collegial hybrid working environment centered around diversity, teamwork, trust, and humility; ample training and career growth opportunities; optional periodic firm outings and events; optional periodic staff appreciation activities; and a modern and comfortable office space convenient to three Metro Stations in downtown DC, with smart-casual dress code, and access to gym, co-working space, and “Western Market” food hall. Compensation and Benefits: The good faith base salary range for this position is $60,000 - $70,000 (non-exempt). The actual pay will be based on experience and other relevant factors permissible by law. In addition, we offer: Comprehensive medical, dental and vision plans with firm-paid options Flexible Spending Account (FSA) Firm-paid life insurance and accidental death & dismemberment (AD&D) coverage Firm-paid short- and long-term disability insurance 401(k) plan Discretionary annual merit bonuses

Shore United Bank is seeking a full-time Loan Review Specialist I to join our team. The Loan Review Specialist I is responsible for reviewing noncomplex commercial loans and performing administrative duties as part of the loan review function; achieving goals as established in the assigned department's annual operating plan; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the loan review function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Essential Functions Include: * Performs administrative duties as part of the loan review function of which the following are illustrative: * Obtains sufficient data from internal & external sources to assist in the review completion * Exercises good judgment as to credit quality while reviewing and/or re-analyzing the financial condition of borrowers and guarantors to ensure accuracy of the underwriting * Includes compliance issues in the review of commercial credit * Identifies issues that may lead to losses * Assesses the accuracy of risk ratings and recommends appropriate action * Maintains accuracy of work papers and documentation sufficient to support accountability for results and maintains productivity levels according to established standards * Involves lending support as needed in the resolution of identified errors * Reports results of credit relationship review to management and Commercial Relationship Managers * Monitors credit and documentation exceptions * Assists the Loan Review Manager as required to complete special projects and other duties relating to the department and its functions * Identifies and responds to opportunities to communicate affiliates products and services to promote the image of the affiliate and promote Shore Bancshares' community of companies' products and services to potential customers and referring those customers to the proper personnel. * Achieves goals assigned to the Loan Review Specialist as part of the assigned department's annual operating plan. * Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. * Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the company's compliance with all regulatory requirements, e.g., community reinvestment act (CRA), bank secrecy act (BSA), equal credit opportunity act, etc. * Participates in required training sessions, including training for compliance with BSA/AML policies and procedures. * Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information. * Communicates with management and staff personnel in order to integrate goals and activities. * Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. * Maintains appropriate records and provides assigned reports. * Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Location: This position can work in our Easton, Annapolis or Waldorf offices. This posting is for our Waldorf branch - 3035 Leonardtown Rd, Waldorf, MD 20601. Position Type/Expected Hours of Work: * Full-time. * Non-exempt. * Days of Work: Monday-Friday. Required Education and Experience: * A bachelor's degree in business, accounting or finance preferred, or a minimum of one year of related experience with loan review. * Specialized financial analysis training. Compensation: * The pay range for this position is $24.00 to $28.00 hourly. * Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company Benefits: * Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work. * Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more! * Paid parental leave * 401k savings plan with up to a 4% company match * Employee Stock Purchase Plan * Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives. * Opportunity for growth and advancement * Paid training program and continuous training sessions throughout the year on various topics * Generous paid time off and paid sick time * Community involvement opportunities Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank: Good things are happening here. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

The Loan Review Specialist performs reviews of commercial and consumer loans within the banks portfolios to ensure compliance with established policies, industry standards, and risk acceptability tolerances. RESPONSIBILITIES: Analyze all loan data, data provided by customers and internal records including: credit analysis, loan documentation, credit files, and industry and/or geographic analysis on all credits/relationships within the bank's portfolios to ensure accuracy Ensure completeness and accuracy of all information entered into the Loan Review System. Identify loans that have missing financial information, are out of compliance with policy, have missing documentation, and/or exceed bank lending standards and risk tolerances, regulatory thresholds, or industry financial averages. Interact with management, account officers, and portfolio managers in a prompt and professional manner. The Loan Review Specialist may be trained and required to prepare line sheets, assign risk grades, identify exceptions, and prepare summaries on all credit or relationships reviewed and provide to account officer, portfolio managers, and management.\ Assist in the tracking of the hard copy files that are received and sent to review location. Qualifications Bachelor's degree in Business Administration or Finance is highly desired. Minimum of 1 year of related professional experience or working Banking experience is required. Strong understanding of accounting/finance concepts and ability interpret financial reports. Proficiency in Microsoft Office products required. Prior financial analysis software such as Moody's is highly desired Excellent written and verbal communication skills required Ability to demonstrate strong customer relations skills Strong analytic skills and ability to perform mathematical calculations Must be able to multi-task and work with minimal supervision. Ability to travel as needed within the local area and out-of-state. ESSENTIAL FUNCTIONS: Sitting for extended periods of time. Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer and telephone components. Ability to converse and exchange information with all levels of staff within organization. Ability to view, observe, perceive, identify, and translate data Ability to travel via air, rail, automobile and/or bus. Company Profile With over 175 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets. At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work. United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.

$1,000 Signing/Retaining Bonus effective 1/20/2024 Hours: Monday-Friday 8:00am-4:30pm Note: All full-time positions include the option of $0 out-of-pocket premium cost for Employee Only PPO AND exceptionally low premiums for all other PPO coverage levels. Hiring Range - $27.41./hr - $41.11/hr SUMMARY OF POSITION: The Loan Servicing Representative III is responsible for providing effective loan servicing to Tower members, quality control of post closing issues, and effectively supporting investor loan sales and service. PRINCIPAL ACCOUNTABILITIES AND FUNCTIONS: Provides timely and effective service to members, employees, and related business relationships to the administration and servicing of Tower Federal Credit Union's loan products. Provides training and job task assistance to fellow employees. Provides escrow administration for new and existing real estate loans. Maintains quality control of mortgage and consumer loans. Prepares accurate and timely required daily and monthly investor reports as required by Freddie Mac and Fannie Mae. Produces and reconciles all daily, FICS (mortgage) settlements. Researches and processes FICS exception payments. Researches and resolves all general ledger differences. Participates in audits both internal and external. Prepares all daily and monthly reports plus handles all remittance requirements for the Federal Home Loan Mortgage Corporation (FHLMC) and the Federal National Mortgage Corporation (FNMA). On a monthly basis, researches “Cash to Test” and “Pool to Security” or actual shortage/surplus differences including gathering supporting documentation, reconciling the difference, and correcting the investor or Tower information. Responsible for accurate timely preparation, input, and delivery of loans for sale to Freddie Mac and Fannie Mae. Processes complex Summit and FICS corrections and is responsible for partial releases, insurance loss, etc. Responsible for tracking, processing, and payment of all real estate taxes, hazard insurance, private mortgage insurance, and other miscellaneous escrow items based on standard mortgage system reports. Responsible for the set up of escrow items in the FICS (mortgage system). Accurately completes FICS monthly and yearly processing and reporting, including Credit Bureau Reporting, deferred income accounting, IRS, various internal reports and home equity PMI reporting. Handles complex post closing and consumer loan collateral issues. Prepares and reviews tax and insurance disclosure notices on a monthly basis making the necessary adjustment to the loan account and any automatic payment. Produces and reviews interest rate change notices, payment change notices for Summit and FICS on a monthly basis. Responsible for the final review of equity and mortgage loan files before the Senior Loan Servicing Representative or Manager, Loan Servicing. Participates in special projects and assignments under the direction of Loan Servicing Management. REQUIRED QUALIFICATIONS: Associates degree plus 1-2 years experience or 4 years directly related experience Demonstrates a thorough knowledge of real estate lending practices, including federal regulatory requirements, state regulations, FNMA/FHLMC guidelines, VA, and private investor guidelines. COMPETENCIES: Ability to apply concepts of fractions, percentages, ratios and proportions to practical situations with a high degree of accuracy. Ability to interpret, understand and apply Investor and regulatory requirements. Ability to grasp and understand legal documents. Ability to operate a personal computer, to include: word-processing and excel. Ability to grasp and understand loan servicing operating procedures and standards. Ability to read, write and accurately interpret documents such as procedure or technical manuals Ability to communicate verbally or in writing, either independently or with minimum supervision. Ability to effectively communicate with title companies or attorneys. Ability to read, analyze and accurately interpret and apply policies, procedures, operating manuals and instructions related to loan servicing functions. Ability to define problems, collect data, establish facts and draw valid conclusions Ability to solve problems with many concrete variables in a variety of situations Ability to focus on detail and verify accuracy of numbers and text Ability to exercise discretion with members and co-workers. Ability to adapt to changes with internal, market or regulatory environments. Ability to prioritize diverse job assignments and meet established deadlines Ability to work under stress Able to arrive at work routinely and promptly Ability to effectively organize loan files and documents. Ability to perform in a multi-task environment with excellent skills in prioritizing tasks. Ability to understand and respond to needs of others Ability to persuade others to consider a course of action Ability to respond to sensitive inquiries, objectives and complaints Ability to maintain sensitive and confidential information Ability to coach and effectively train staff on their job duties Has knowledge of and adheres to credit union policies and procedures and all regulations related to the Bank Secrecy Act, the USA PATRIOT Act and OFAC. WORKING CONDITIONS: Ability to sit, stand and walk for extended periods and demonstrate sufficient dexterity and vision to operate a variety of office equipment. Ability to lift up to 20 lbs. with or without assistance. Ability to work the hours needed which may extend beyond the defined work schedule when operating conditions dictate. Ability to sit for extended periods of time and demonstrate sufficient dexterity and vision to operate a variety of office equipment. Ability to periodically work overtime when operating conditions dictate. TFO Clearance Required

Full-time Description FedChoice is Hiring! Have you worked in consumer lending? Do you have experience in the credit union or banking industry? Are you ready to embark on a thrilling financial adventure? We are seeking a motivated, member-focused, target-driven team member to join our Lending Services team as a Loan Specialist. What You'll be Doing... FedChoice is looking for a Loan Specialist who is responsible for servicing members in the area of lending related services by guiding members through the entire loan process. This includes accurate and timely loan origination, processing, closures, disbursements and maintenance of Consumer, VISA and Home Equity loan applications. Interviews members to obtain all relevant information in order to provide the best possible solution(s). Communicates to members final application solutions. With knowledge of the Credit Union's various loan products, the Loan Specialist helps members to understand the different loan options and benefits. Key Areas of Focus... · Interviews members to determine eligibility to apply for a loan and obtain all required and applicable information in order to submit a complete application for decisioning. · Keeps members informed of Credit Union services, products and policies. · Reads and analyzes members' credit reports to ask questions and then obtain answers and reasons from members (i.e. employment, deregulatory accounts, details of loans, etc.). · Explains loan options, rates, terms and collateral requirements. · Ensures the loan application/package is complete prior to referring to Underwriting. · Processes and disburses approved loans accurately and according to standards. · Researches, responds, and resolves member requests and questions promptly, courteously and professionally. · Actively and professionally cross-sells Credit Union products and services. · Any other duties as assigned. Requirements You should have: · High school graduate or equivalent. Must be registered through the National Mortgage Loan system (NMLS) and must maintain registration. Minimum TWO (2) years of consumer loan interviewing, processing, closing and funding of consumer loans, along with documentation and disclosures experience for unsecured and secured loans. Proficient with Microsoft Office. Exceptional written and verbal communication. Preferred: · Symitar and MeridianLink knowledge and experience are a plus · Credit Union or financial institution experience. When you join FedChoice You are not joining just another credit union; you are joining a progressive financial institution. At FedChoice Federal Credit Union, we offer an altogether better banking experience for federal employees and their families and an altogether better working experience for FedChoice employees. Our competitive benefits and perks include: · Birthday Bliss: Take your special day off and celebrate YOU! We want you to enjoy the moments that matter. · Casual Chic: Say goodbye to stuffy suits! Embrace the comfort of jeans and sneakers with your FedChoice shirt because great ideas flow best when you're feeling your best. · Tuition Triumph: Invest in your education with our Tuition Reimbursement program. Your quest for knowledge is important. · Helping Hand: Life happens, and we've got your back. Our Employee Assistance Program provides support when you need it most, ensuring you're never alone in facing life's challenges. · Loan Leverage: Unlock exclusive Employee Loan Rates because we understand that sometimes you need a financial ally. · Flexible Freedom: Break free from the traditional 9-to-5! Depending on your role, a hybrid schedule offers the flexibility to tailor your work life to your unique needs. · Healthcare Heroes: Medical, dental, and vision coverage - it's like having a magical shield against unexpected health dragons. Plus, life insurance? That's your superhero cape! · 401(k) Match: Imagine planting a money tree, and every dollar you save grows wings! Our Safe Harbor Contribution and 401(k) match is like a fairy godmother sprinkling financial pixie dust. · Flexible Spending Account (FSA) or Health Savings Account (HSA): These accounts are like treasure chests. Fill them with pre-tax gold (okay, money), and use it for health expenses. It's like having a magic wallet! Join us at FedChoice where every day is an opportunity to thrive, grow, and celebrate the extraordinary YOU! FedChoice is an equal-opportunity employer. Salary Description $19.40 - $25.00 hourly

Are you a goal-oriented individual? Are you looking to start your career at an industry-leading consumer finance organization with an award-winning service team that has ample opportunity for career growth? If you answered yes to these questions, our Consumer Loan Specialist position, sounds like a fit for you. Apply with Mariner Finance today! Consumer Loan Specialist Reports To Branch Manager FLSA Status Non- Exempt Schedule: Full-time, 40 hours Monday through Friday. Saturday hours required seasonally and as business needs require. Work hours will depend on the business hours of the time zone serviced. To the extent permitted by law, the Company may, in its sole discretion, change the work schedule to address business needs. In This Role, You Will: Support branch operations by learning functions of consumer finance and demonstrating proficiency by meeting or exceeding your individual sales and delinquency targets/goals. You will primarily support sales and collections efforts of the branch through respectful, compassionate, and efficient customer service. Prepare to take on increasing responsibilities as you grow in this role and continue growing your career with Mariner Finance! Responsibilities and Essential Duties: Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products. Process credit loan applications. Analyze credit & financial information for current and potential customers. Proactively contact customers with past due balances to offer possible solutions and resolve delinquency. Achieve consistent results by meeting or exceeding expected individual and branch goals related to the sale of company products and services. Learn Federal, State, and Local Application Consumer laws to ensure compliant actions. Maintain a cash drawer, including processing payments and delivering daily deposits to specified financial institutions as required. May perform additional functions depending on market demand and branch staffing in order to provide consistent quality customer service. Required Qualifications: Minimum of one (1) year of experience in a customer service or sales position. High school diploma or equivalent. Reliable transportation required. Excellent written and verbal communication skills with the ability to communicate effectively with customers and company personnel. Working knowledge of Microsoft Office or similar programs with the ability to learn financial services programs. Ability to complete essential duties/functions in a timely, accurate manner. Demonstrated problem-solving skills and interpersonal skills in demanding situations. Must obtain applicable, required licenses to sell insurance products offered to customers by the branch. Must perform work related tasks at the assigned branch location except in the event of an emergency as determined by the company in consultation, as necessary, with applicable regulatory agencies. Preferred Qualifications: Cash Handling, selling and/or collecting experience. Some college coursework. Bilingual fluency in Spanish/English. Physical Demands: While performing the duties of this job, the employee is frequently required to sit for extended periods; reach with hands and arms; operate computer and phone systems; and tal

Full-time Description Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc., is accepting resumes for a Loan Administration Officer to join our superior workforce. The Loan Administration Officer will provide onsite and remote federal program leadership. RESPONSIBILITIES Execute electronic filing of all project documents into the Quicksilver monitoring system. Manage all electronic wire transfers from applicants Post accurate accounting figures of all application fees received for the Program and give reports of such to the senior management of the Program Research project-related issues as requested (e.g., rating agency reports) Work within the Quicksilver monitoring system to populate data relating to projects and process post-issue requests, advance requests, and other tasks relating to project activity Review and monitor internal accounting reports for accuracy and assembles and distributes reports to senior management in the LPO Assist in the identification and application of disbursements and cash receipts and reconciles discrepancies within the LPO Create and maintain various tracking reports for the Program Manager Serve as the unit's designated Customer Service representative responsible for the initial review, directing, and logging of all incoming post issue requests and inquiries Draft correspondence and requests information and materials from LPO borrowers, sponsors, and lending institutions concerning project related matters Identify vital records, which require special handling to ensure their availability for use Assist Division staff in capturing and categorizing records Establish new folders for new projects Train new Division employees in record keeping requirements and system Coordinate transfer of custody/responsibility for records belonging to departing employees Coordinate obtaining Division approvals for the disposition of eligible records Act as the liaison between PMD and LPO Program Records Official Train new staff on procedures as necessary Requirements Minimum of US Citizenship required to obtain client-issued Public Trust Minimum of two years of related experience Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree COMPENSATION: Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. 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.

About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting. Position Responsibilities Gathers and analyzes documentation and other information to take each loan application from once setup to closing Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including: Verify 2 years of continued employment - document any gaps Review asset documentation Review credit report Review appraisal Review title work Review hazard insurance Obtain payoffs on refinances by contacting current mortgage holder Make sure all documentation is legible Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed. Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department Submit loan to underwriting in appropriate file order Clear all Prior to Closing conditions. - Loans must be “clear to close” at least 48 hours prior to closing Advise borrower of loan decision and any required conditions Inputs proper loan information into Encompass so that data and supporting documentation are accurate. Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines Follows Processing procedures as designated by Processing Manager Must meet crucial deadlines such as financing contingencies and closing dates Works with the MLO and/or LOA regarding missing/requested items Updates conversation logs in Encompass Minimum Education & Experience 3-5 years experience in a loan processing role with experience handling loans from start to finish. Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred. Experience communicating with borrowers regarding lending requirements. Experience processing conventional, FHA and VA loans. Experience with Encompass software is required. Preferred Skills & Qualifications Strong background in calculating income is preferred. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook. Excellent verbal and written communication skills. Proven customer service ability is required. Must have knowledge of lending terminology and the ability to effectively communicate to borrowers. Knowledge of underwriting would be helpful. Independent worker that can produce results Ability to take initiative Ability to work in a fast-paced environment and deliver accurate results. Working Arrangements This is a fully onsite role expected to work in our Washington, DC office Monday through Friday. Compensation: Base Salary Range: $25.51 - $35.71 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.

Piper Companies is seeking a Loan Processor to join a leading credit union based in Alexandria, VA. The Loan Processor will focus on data entry around member loans and assisting members with payoff processing inquiries. Responsibilities of the Loan Processor include: * Accurately and efficiently enter loan application data into our system * Verify the accuracy of loan application information and documentation * Communicate with loan officers and underwriters to ensure all required information is complete * Ensure compliance with company policies and procedures, as well as federal and state regulations * Meet or exceed daily and monthly production goals Qualifications for the Loan Processor include: * At least 2 years of experience in data entry, preferably in a loan processing or financial services environment * Strong attention to detail and accuracy * Excellent organizational and time management skills * Ability to work independently and as part of a team * Proficiency in Microsoft Office, including Excel and Word * Knowledge of loan processing software is a plus Compensation for the Loan Processor includes: * Hourly Range: $25 - $30/hr * Comprehensive Benefits: PTO, Paid Holidays, Cigna Healthcare, Dental, Vision, 401k, Sick leave as required by law This job opens for applications on 2/19/2025. Applications for this job will be accepted for at least 30 days from the posting date. Keywords: Data Entry, Loan Processor, Alexandria, Virginia, Financial Services, Accuracy, Loan Application, Documentation, Compliance, Production Goals, Microsoft Office, Time Management, Organizational Skills, Loan Processing Software, Professional Growth, Benefits

We are seeking a detail-oriented and motivated Entry-Level Loan Processor to join our team. This role is perfect for individuals looking to start their career in the financial services industry. As a Loan Processor, you will assist in gathering and verifying financial documents, ensuring compliance with loan regulations, and supporting loan officers in processing mortgage and consumer loans efficiently. This position offers hybrid flexibility after 90 days. 1-3 years of any professional experience preferred, recent or upcoming college graduates encouraged to apply! Responsibilities:Collect, review, and verify loan applications and supporting documents.Ensure all required documentation is complete and accurate before submission.Communicate with loan officers, underwriters, and clients to obtain necessary information.Input and update loan application data in the system.Maintain compliance with federal, state, and lender guidelines.Follow up on pending loan files to meet processing deadlines.Address client inquiries regarding loan applications and documentation.Assist in preparing loan closing documents and ensuring a smooth closing process. $50,000 - $60,000 a year

The Closing Specialist is responsible for the closing documents, management of closing funds and maintaining file quality in compliance with all state regulations, underwriting requirements and branch procedures. Primary Responsibilities Work closely with closing officers, title department, and vendors to obtain all required 3rd party verifications and other supporting documentation needed for preparation of closing documents. Prepare title commitment and title policies in accordance with review of underwriting requirements, title report and survey, where applicable. Responsible for the preparation of documents required for closing, including the Deed, which should be prepared in accordance with attorney approval and buyer tenancy request. Responsible for maintaining a complete understanding of Quality Control/Audit procedures, corporate policies, regulatory policies and all procedures related to government disclosures in order to review closed files for accuracy and compliance. Verify receipt of all funds necessary for disbursement and ensure case funds balance. Issue and deliver checks in a timely manner, initiate wires, and allocate settlement fees to appropriate income accounts. Ensure accuracy of Deed and Security Instrument and record in the appropriate jurisdiction's land records within required time and in accordance with state laws and company policy. Qualifications Attention to detail Time management skills Follow up and control Organizational Skills Team Player *No prior experience in the mortgage or title industry is required for this opportunity!

Shore United Bank is seeking a full-time Loan Review Specialist I to join our team. The Loan Review Specialist I is responsible for reviewing noncomplex commercial loans and performing administrative duties as part of the loan review function; achieving goals as established in the assigned department's annual operating plan; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the loan review function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Essential Functions Include: * Performs administrative duties as part of the loan review function of which the following are illustrative: * Obtains sufficient data from internal & external sources to assist in the review completion * Exercises good judgment as to credit quality while reviewing and/or re-analyzing the financial condition of borrowers and guarantors to ensure accuracy of the underwriting * Includes compliance issues in the review of commercial credit * Identifies issues that may lead to losses * Assesses the accuracy of risk ratings and recommends appropriate action * Maintains accuracy of work papers and documentation sufficient to support accountability for results and maintains productivity levels according to established standards * Involves lending support as needed in the resolution of identified errors * Reports results of credit relationship review to management and Commercial Relationship Managers * Monitors credit and documentation exceptions * Assists the Loan Review Manager as required to complete special projects and other duties relating to the department and its functions * Identifies and responds to opportunities to communicate affiliates products and services to promote the image of the affiliate and promote Shore Bancshares' community of companies' products and services to potential customers and referring those customers to the proper personnel. * Achieves goals assigned to the Loan Review Specialist as part of the assigned department's annual operating plan. * Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. * Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the company's compliance with all regulatory requirements, e.g., community reinvestment act (CRA), bank secrecy act (BSA), equal credit opportunity act, etc. * Participates in required training sessions, including training for compliance with BSA/AML policies and procedures. * Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information. * Communicates with management and staff personnel in order to integrate goals and activities. * Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. * Maintains appropriate records and provides assigned reports. * Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Location: This position can work in our Easton, Annapolis or Waldorf offices. This posting is for our Annapolis office - 200 Westgate Circle, Annapolis, MD 21401. Position Type/Expected Hours of Work: * Full-time. * Non-exempt. * Days of Work: Monday-Friday. Required Education and Experience: * A bachelor's degree in business, accounting or finance preferred, or a minimum of one year of related experience with loan review. * Specialized financial analysis training. Compensation: * The pay range for this position is $24.00 to $28.00 hourly. * Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company Benefits: * Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work. * Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more! * Paid parental leave * 401k savings plan with up to a 4% company match * Employee Stock Purchase Plan * Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives. * Opportunity for growth and advancement * Paid training program and continuous training sessions throughout the year on various topics * Generous paid time off and paid sick time * Community involvement opportunities Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank: Good things are happening here. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Job Description Qualifications Company Profile If you are looking for an organization that offers meaningful and interesting roles with an excellent benefits and compensation package, career development, and camaraderie, look no further than George Mason Mortgage, LLC. George Mason Mortgage, LLC is an industry-leading lender and a wholly owned subsidiary of United Bank. With headquarters in Fairfax, Virginia, we have expanded our name with retail offices throughout Virginia, Washington, D.C., Maryland, North Carolina and South Carolina. Founded in 1980, our goal is to provide solid financial value to homeowners while standing by our reputation of consistently being a top lender. Our specialized team of talented individuals allows us to close loans efficiently. With in-office processing, underwriting and closing, we are in control of the mortgage process and work with our clients every step of the way. Join a team of professionals who bring a variety of talent to the table, while working for a reputable company that fully supports its employees.

We are seeking a highly organized and detail-oriented individual to join our team as an Entry-Level Loan Processor. In this role, you will assist in the processing of loan applications, ensuring that all necessary documentation is accurate and complete. You will work closely with loan officers, underwriters, and clients to ensure smooth and efficient processing from application to closing. Roles and ResponsibilitiesReview loan applications and ensure all required documentation is complete and accurate.Verify applicant information and assist in gathering additional documentation as needed.Communicate with clients, loan officers, and underwriters to address any issues or concerns during the loan process.Perform data entry and maintain accurate loan records in the company's loan processing system.Prepare loan files for submission to underwriting and assist with any necessary follow-up.Ensure compliance with all regulatory requirements and company policies.Assist in preparing loan closing documents and coordinate with the closing department.Maintain a high level of customer service by responding promptly and professionally to client $55,000 - $60,000 a year