Adtalem Global Education
Washington, Washington DC
Company Description Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to become leaders in their communities and make a lasting impact on public health, well-being and beyond. Through equitable access to education, environments that nurture student success, and a focus on expanding and diversifying the talent pipeline in healthcare, Adtalem is building a brighter future for communities and the world. Adtalem is the parent organization of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University. We operate on a hybrid schedule with four in-office days per week (Monday-Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment. Visit for more information, and follow us on LinkedIn and Instagram . Job Description The Executive Assistant II provides strategic administrative and operational support to two Vice Presidents leading critical functions in AI Innovation and Digital Learning Solutions. This role serves as a vital business partner, ensuring seamless coordination of priorities, communications, and operations while also managing project workflows and general office operations. Acting with the highest level of professionalism, discretion, and integrity, the Executive Assistant II anticipates needs, streamlines workflows, coordinates cross-functional initiatives, and serves as a trusted partner in driving organizational excellence and collaboration across Adtalem's innovation portfolio. Executive Support & Strategic Partnership Provide high-level administrative and strategic support to two Vice Presidents, managing complex calendars, domestic and international travel arrangements, meetings, and communications with accuracy and confidentiality. Anticipate needs and proactively manage competing priorities across both leaders to ensure they are fully prepared for meetings, events, and key initiatives. Own the rhythm of each executive's day and week - managing time as a strategic asset, protecting focus time, and optimizing for impact. Serve as a primary liaison between the Vice Presidents, internal teams, and external partners, reflecting Adtalem's values of respect, collaboration, and service excellence. Prepare, edit, and manage correspondence, reports, presentations, and briefing materials for senior leadership, including the Executive Cabinet and Board of Directors. Support expense tracking, and administrative needs for both Vice President offices. Build and maintain strong partnerships with other Executive Assistants across Adtalem to enable seamless scheduling, information flow, and enterprise-level coordination Act as a trusted sounding board and thought partner, exercising discretion, judgment, and situational awareness to help leaders make informed decisions. Project Coordination & Strategic Initiatives Facilitate communication and coordination among project stakeholders, scheduling working sessions and capturing key decisions and next steps. Maintain project documentation, status reports, and repository of key materials. Maintain team huddle boards, and prepare and support team staff meetings. Partner with other executive offices to support strategic projects and initiatives across Adtalem and its institutions. Track executive action items, follow-ups, and deliverables, ensuring accountability and timely execution without overloading leaders. Continuously refine processes, templates, and tools to streamline executive operations and elevate efficiency across the office. Office Operations Serve as first point of contact for the AI Innovation and Digital Learning Solutions offices, providing professional and welcoming support to visitors, guests, and employees. Manage guest check-in procedures, coordinate visitor badges, and ensure seamless hospitality experience. Oversee office supplies inventory, equipment needs, and workspace organization for both Vice President offices. Coordinate on-site meeting logistics including room setup, technology support, catering, and materials preparation. Maintain organized and secure filing systems, both physical and digital, and handle confidential information with discretion. Act as a calm, professional presence who sets the tone for the office environment - balancing warmth with executive-level polish. Manage sensitive information with absolute confidentiality, serving as gatekeeper and guardian of both time and trust. Communications & Stakeholder Management Coordinate complex meetings, events, and convenings that advance institutional priorities and foster collaboration. Deliver requested documents and updates to the Office of the CEO and other key stakeholders as needed. Manage internal and external communications on behalf of the Vice Presidents, ensuring timely responses and appropriate escalation. Uphold Adtalem's mission, values, and policies while fostering a culture of care, accountability, and operational excellence. Craft clear, concise, and polished communications that reflect executive voice and brand. Anticipate follow-up needs, prepare leaders with context, and ensure they are never surprised - two steps ahead in every interaction. Represent the executives with maturity, tact, and influence in cross-functional and leadership settings. Qualifications Associate's degree. Five (5) plus years of demonstrated experience providing executive-level support in a complex, fast-paced organization. Proven ability to manage confidential information and sensitive issues with discretion and sound judgment. Exceptional communication, organization, and relationship-building skills with ability to engage effectively across all organizational levels. Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and collaboration platforms. Strong attention to detail and ability to balance multiple priorities with professionalism and poise. Experience coordinating projects, tracking deliverables, and managing cross-functional workflows. Demonstrated ability to work independently, exercise initiative, and adapt to changing priorities. Preferred Higher education or technology sector experience. Familiarity with AI, digital learning, or educational technology environments. Experience supporting multiple senior executives simultaneously. Project management training or certification. Proficiency with project management tools (e.g., Asana, Smartsheet) and virtual collaboration platforms. Key Competencies Strategic thinking and ability to see the bigger picture while managing tactical details. Proactive problem-solving and anticipatory service approach. Professional presence and executive-level communication skills. Adaptability and composure under pressure. Collaborative mindset with strong team orientation. Commitment to continuous learning and innovation. Additional Information In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $20.51 and $37.18. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits. Adtalem offers a robust suite of benefits including: Health, dental, vision, life and disability insurance 401k Retirement Program + 6% employer match 15 Days of Paid Vacation Days each Calendar Year 12 Paid Holidays + 2 floating holidays For more information related to our benefits please visit: Equal Opportunity - Minority / Female / Disability / V / Gender Identity / Sexual Orientation
12/07/2025
Full time
Company Description Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to become leaders in their communities and make a lasting impact on public health, well-being and beyond. Through equitable access to education, environments that nurture student success, and a focus on expanding and diversifying the talent pipeline in healthcare, Adtalem is building a brighter future for communities and the world. Adtalem is the parent organization of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University. We operate on a hybrid schedule with four in-office days per week (Monday-Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment. Visit for more information, and follow us on LinkedIn and Instagram . Job Description The Executive Assistant II provides strategic administrative and operational support to two Vice Presidents leading critical functions in AI Innovation and Digital Learning Solutions. This role serves as a vital business partner, ensuring seamless coordination of priorities, communications, and operations while also managing project workflows and general office operations. Acting with the highest level of professionalism, discretion, and integrity, the Executive Assistant II anticipates needs, streamlines workflows, coordinates cross-functional initiatives, and serves as a trusted partner in driving organizational excellence and collaboration across Adtalem's innovation portfolio. Executive Support & Strategic Partnership Provide high-level administrative and strategic support to two Vice Presidents, managing complex calendars, domestic and international travel arrangements, meetings, and communications with accuracy and confidentiality. Anticipate needs and proactively manage competing priorities across both leaders to ensure they are fully prepared for meetings, events, and key initiatives. Own the rhythm of each executive's day and week - managing time as a strategic asset, protecting focus time, and optimizing for impact. Serve as a primary liaison between the Vice Presidents, internal teams, and external partners, reflecting Adtalem's values of respect, collaboration, and service excellence. Prepare, edit, and manage correspondence, reports, presentations, and briefing materials for senior leadership, including the Executive Cabinet and Board of Directors. Support expense tracking, and administrative needs for both Vice President offices. Build and maintain strong partnerships with other Executive Assistants across Adtalem to enable seamless scheduling, information flow, and enterprise-level coordination Act as a trusted sounding board and thought partner, exercising discretion, judgment, and situational awareness to help leaders make informed decisions. Project Coordination & Strategic Initiatives Facilitate communication and coordination among project stakeholders, scheduling working sessions and capturing key decisions and next steps. Maintain project documentation, status reports, and repository of key materials. Maintain team huddle boards, and prepare and support team staff meetings. Partner with other executive offices to support strategic projects and initiatives across Adtalem and its institutions. Track executive action items, follow-ups, and deliverables, ensuring accountability and timely execution without overloading leaders. Continuously refine processes, templates, and tools to streamline executive operations and elevate efficiency across the office. Office Operations Serve as first point of contact for the AI Innovation and Digital Learning Solutions offices, providing professional and welcoming support to visitors, guests, and employees. Manage guest check-in procedures, coordinate visitor badges, and ensure seamless hospitality experience. Oversee office supplies inventory, equipment needs, and workspace organization for both Vice President offices. Coordinate on-site meeting logistics including room setup, technology support, catering, and materials preparation. Maintain organized and secure filing systems, both physical and digital, and handle confidential information with discretion. Act as a calm, professional presence who sets the tone for the office environment - balancing warmth with executive-level polish. Manage sensitive information with absolute confidentiality, serving as gatekeeper and guardian of both time and trust. Communications & Stakeholder Management Coordinate complex meetings, events, and convenings that advance institutional priorities and foster collaboration. Deliver requested documents and updates to the Office of the CEO and other key stakeholders as needed. Manage internal and external communications on behalf of the Vice Presidents, ensuring timely responses and appropriate escalation. Uphold Adtalem's mission, values, and policies while fostering a culture of care, accountability, and operational excellence. Craft clear, concise, and polished communications that reflect executive voice and brand. Anticipate follow-up needs, prepare leaders with context, and ensure they are never surprised - two steps ahead in every interaction. Represent the executives with maturity, tact, and influence in cross-functional and leadership settings. Qualifications Associate's degree. Five (5) plus years of demonstrated experience providing executive-level support in a complex, fast-paced organization. Proven ability to manage confidential information and sensitive issues with discretion and sound judgment. Exceptional communication, organization, and relationship-building skills with ability to engage effectively across all organizational levels. Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and collaboration platforms. Strong attention to detail and ability to balance multiple priorities with professionalism and poise. Experience coordinating projects, tracking deliverables, and managing cross-functional workflows. Demonstrated ability to work independently, exercise initiative, and adapt to changing priorities. Preferred Higher education or technology sector experience. Familiarity with AI, digital learning, or educational technology environments. Experience supporting multiple senior executives simultaneously. Project management training or certification. Proficiency with project management tools (e.g., Asana, Smartsheet) and virtual collaboration platforms. Key Competencies Strategic thinking and ability to see the bigger picture while managing tactical details. Proactive problem-solving and anticipatory service approach. Professional presence and executive-level communication skills. Adaptability and composure under pressure. Collaborative mindset with strong team orientation. Commitment to continuous learning and innovation. Additional Information In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $20.51 and $37.18. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits. Adtalem offers a robust suite of benefits including: Health, dental, vision, life and disability insurance 401k Retirement Program + 6% employer match 15 Days of Paid Vacation Days each Calendar Year 12 Paid Holidays + 2 floating holidays For more information related to our benefits please visit: Equal Opportunity - Minority / Female / Disability / V / Gender Identity / Sexual Orientation
Department: Cath Lab Schedule/Status: Monday - Friday; Full Time Standard Hours/Week: 40 General Description: The Director is responsible for promoting and demonstrating Parrish Healthcare's Culture of Choice ; ensuring strategic goals and objectives are met or exceeded by providing the leadership, direction, and oversight necessary to ensure assigned functional area(s) have the proper resources, metrics, and talent in place to effectively fulfill our mission to provide Healing Experiences for Everyone all the Time and achieve organizational strategic (Game Plan) goals. The Director assumes 24-hour responsibility, authority, and accountability for assigned functional area(s). This position reports to the Assistant Vice President, Operations. Key Responsibilities: Leads and directs strategic planning within assigned functional area(s) to anticipate current and future service solutions; influences the innovation, development, and growth of service strategies; assures the achievement of departmental dashboard metrics within each strategic pillar (People, Service, Quality, Growth, Finance); takes immediate and effective steps to assure national benchmarks are achieved or sustained. Collaborate with physician leaders and executive leadership to assess market needs and design growth-oriented business plans to expand cardiovascular service offerings. Build and strengthen relationships with cardiology practices, primary care providers, and external referral sources. Partner with marketing and outreach teams to promote cardiac service line excellence and our regional footprint. Leads and directs development and maintenance of systems, processes, policies, and procedures that result in assigned care partners always providing excellent customer service as measured by HCAHPS and/or other national customer service best-practice benchmarks. Develops, leads, directs and/or maintains systems, processes, policies, and procedures that result in a continuous improvement environment within which assigned care partners always achieve national best/leading-practice standards for quality and excellence as measured by HIPAA, CMS, Joint Commission, and other regulatory agencies pertinent to areas of responsibility; holding self and others accountable for actions and outcomes. Develops, leads, and/or directs policy formulation, implementation, and adherence. Responsible for the adherence to all Parrish Healthcare policies and procedures as well as regulations and codes established by federal, state, and local governments affecting professional practice and industry regulations. Leads necessary certification, accreditation, and audit procedures; and ensures that reports required by regulatory agencies are prepared and submitted within established timeframes. Leads, develops directs and/or maintains systems, processes, policies and procedures that result in an inclusive, collaborative, healing work environment within which national best/leading-practice standards for employee engagement are achieved as measured by effective performance management, problem-solving and conflict resolution, mentoring aspiring care partners; leading effective orientation, onboarding, recognition, training and professional development initiatives; and inspiring care partner commitment to our mission, vision, values and safe care pledge. Maintains skills and knowledge within professional practice of self and within assigned functional area(s); able to step in and serve as back up to assigned care partners to cover staffing needs as necessary. Develops, leads, directs and/or maintains systems, processes, policies, and procedures that result in effective planning and administration of annual budget(s); productive, cost efficient and effective operations; and corrective actions for any operating expenses that deviate from budget. Performs similar or related duties as assigned. Knows fire, disaster and safety procedures and regulations as it pertains to the work area. Requirements: Formal Education Bachelor's Degree required in Nursing, Cardiology, Radiology Science, Health, Business or related field. Master's preferred. Work Experience Greater than 7 years of relevant experience; > 3 years of leadership experience Required Licenses and Certifications Florida State DOH Licensed (For applicable Radiology or Health field) required. ARRT Registered RT (R) or Registered Nurse (RN) or other related health or business field required. BCLS through the American Heart Association required within 90 days of employment. Current Sigma Six Green Belt certification, or required within one (1) year of employment Specialty Certification preferred Full Time Benefits: Eligible to participate in a number of PMC-sponsored benefits, including: Benefits Start on Day 1 Health, Dental and Vision Insurance 403(b) Retirement Program Tuition Reimbursement/Educational Assistance EAP, Flex Spending, Accident, Critical and Other Applicable Benefits Annual Accrual of 192 Personal Leave Bank (PLB) Hours 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. Parrish Healthcare is a caring community of healthcare professionals passionate about excellence and fulfilling our mission of providing Healing Experiences For Everyone All The Time . Parrish Healthcare has a Culture of Choice . This means a we have a healing work environment that empowers people to aspire to be their very best. We partner passionate, talented and skilled people in the right role with the right resources. We provide a clear and strategic direction to achieve superior results on behalf of the communities we serve. By applying, you consent to your information being transmitted by Veritone to the Employer, as data controller, through the Employer's data processor SonicJobs. See Parrish Healthcare Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at PandoLogic. Category:Healthcare,
12/07/2025
Full time
Department: Cath Lab Schedule/Status: Monday - Friday; Full Time Standard Hours/Week: 40 General Description: The Director is responsible for promoting and demonstrating Parrish Healthcare's Culture of Choice ; ensuring strategic goals and objectives are met or exceeded by providing the leadership, direction, and oversight necessary to ensure assigned functional area(s) have the proper resources, metrics, and talent in place to effectively fulfill our mission to provide Healing Experiences for Everyone all the Time and achieve organizational strategic (Game Plan) goals. The Director assumes 24-hour responsibility, authority, and accountability for assigned functional area(s). This position reports to the Assistant Vice President, Operations. Key Responsibilities: Leads and directs strategic planning within assigned functional area(s) to anticipate current and future service solutions; influences the innovation, development, and growth of service strategies; assures the achievement of departmental dashboard metrics within each strategic pillar (People, Service, Quality, Growth, Finance); takes immediate and effective steps to assure national benchmarks are achieved or sustained. Collaborate with physician leaders and executive leadership to assess market needs and design growth-oriented business plans to expand cardiovascular service offerings. Build and strengthen relationships with cardiology practices, primary care providers, and external referral sources. Partner with marketing and outreach teams to promote cardiac service line excellence and our regional footprint. Leads and directs development and maintenance of systems, processes, policies, and procedures that result in assigned care partners always providing excellent customer service as measured by HCAHPS and/or other national customer service best-practice benchmarks. Develops, leads, directs and/or maintains systems, processes, policies, and procedures that result in a continuous improvement environment within which assigned care partners always achieve national best/leading-practice standards for quality and excellence as measured by HIPAA, CMS, Joint Commission, and other regulatory agencies pertinent to areas of responsibility; holding self and others accountable for actions and outcomes. Develops, leads, and/or directs policy formulation, implementation, and adherence. Responsible for the adherence to all Parrish Healthcare policies and procedures as well as regulations and codes established by federal, state, and local governments affecting professional practice and industry regulations. Leads necessary certification, accreditation, and audit procedures; and ensures that reports required by regulatory agencies are prepared and submitted within established timeframes. Leads, develops directs and/or maintains systems, processes, policies and procedures that result in an inclusive, collaborative, healing work environment within which national best/leading-practice standards for employee engagement are achieved as measured by effective performance management, problem-solving and conflict resolution, mentoring aspiring care partners; leading effective orientation, onboarding, recognition, training and professional development initiatives; and inspiring care partner commitment to our mission, vision, values and safe care pledge. Maintains skills and knowledge within professional practice of self and within assigned functional area(s); able to step in and serve as back up to assigned care partners to cover staffing needs as necessary. Develops, leads, directs and/or maintains systems, processes, policies, and procedures that result in effective planning and administration of annual budget(s); productive, cost efficient and effective operations; and corrective actions for any operating expenses that deviate from budget. Performs similar or related duties as assigned. Knows fire, disaster and safety procedures and regulations as it pertains to the work area. Requirements: Formal Education Bachelor's Degree required in Nursing, Cardiology, Radiology Science, Health, Business or related field. Master's preferred. Work Experience Greater than 7 years of relevant experience; > 3 years of leadership experience Required Licenses and Certifications Florida State DOH Licensed (For applicable Radiology or Health field) required. ARRT Registered RT (R) or Registered Nurse (RN) or other related health or business field required. BCLS through the American Heart Association required within 90 days of employment. Current Sigma Six Green Belt certification, or required within one (1) year of employment Specialty Certification preferred Full Time Benefits: Eligible to participate in a number of PMC-sponsored benefits, including: Benefits Start on Day 1 Health, Dental and Vision Insurance 403(b) Retirement Program Tuition Reimbursement/Educational Assistance EAP, Flex Spending, Accident, Critical and Other Applicable Benefits Annual Accrual of 192 Personal Leave Bank (PLB) Hours 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. Parrish Healthcare is a caring community of healthcare professionals passionate about excellence and fulfilling our mission of providing Healing Experiences For Everyone All The Time . Parrish Healthcare has a Culture of Choice . This means a we have a healing work environment that empowers people to aspire to be their very best. We partner passionate, talented and skilled people in the right role with the right resources. We provide a clear and strategic direction to achieve superior results on behalf of the communities we serve. By applying, you consent to your information being transmitted by Veritone to the Employer, as data controller, through the Employer's data processor SonicJobs. See Parrish Healthcare Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at PandoLogic. Category:Healthcare,
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/07/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/06/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/06/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
University of California Agriculture and Natural Resources
Davis, California
Administrative Assistant 2 Davis, CA, Job ID 82329 University of California Agriculture and Natural Resources Job Description Position Summary: Under general supervision of the Agriculture and Natural Resources (ANR) Statewide Program and REC Operations Director and Associate Director, assist in the management of administrative calendars, screen and prioritize visitors and incoming telephone calls, prepare and/or revise a wide variety of materials, make travel arrangements. Facilitate Vice President and Associate Vice President's communications and actions, supporting various administrative committees, meetings or groups convened or managed by both AVP's or Vice Provosts. Provide discrete communication, critical for program management. Provide support for Statewide Programs and other units as assigned. Serve as purchasing representative for Statewide Programs. This position is a career appointment that is 100% fixed. Pay Scale: $25.45/hour to $30.23/hour Job Posting Close Date: This job is open until filled. The first application review date will be 11/21/2025. Key Responsibilities: 55% PROGRAM ADMINISTRATIVE SUPPORT Prepare/review purchase requests and related documentation. Coordinate purchases of supplies and services for Statewide Programs and other units as needed. Serve as the first point of contact for the Business Operations Center regarding day-to-day financial transactions and ensure accurate and necessary information is communicated to the BOC staff and entered appropriate campus systems in an accurate and timely manner. Process Purchasing Card purchases/requests and maintain supporting documentation, as required. Receives, logs and reconciles all procurement card orders. Serve as purchasing coordinator for the unit. Update websites using Drupal editing software. Compile text and images from educational materials to create documents. Create and maintain various spreadsheets. Prepare final documents for printing and distribution. Prepare online surveys and data entry of evaluation results. Maintain mailing list databases for all program activities. Prepare agendas, minutes, correspondence, budgets and reports, which may include graphic figures and statistical tables. Update Chartstrings in Finjector. Assist with special projects as needed. 20% RECEPTION DUTIES Provide daily Front Desk Reception support for the ANR Building. Receive, greet and direct telephone callers and visitors in a sharedoffice space withmany interruptions. Varied reception duties including determine visitor needs, provide building tours as requested, and preparing name badges and logs. Receive, sort and distribute mail and packages, provide information regarding mailing to international and domestic locations. Assist with scheduling conference rooms and any conflicts that may arise. Coordinate work requests through various ANR Building contacts and Special Services, as needed. Coordinate and initiate FedEx shipments and general mailing of various UC ANR program materials and publications. Prepare program mailings and keep database of addresses for special mailings. Proofread and copy edit documents for accuracy, consistency of format, professional appearance, and style, spelling, grammar, punctuation, format, recognizing errors and making appropriate corrections. Format various files and produceprint-ready copy. Data entry into Word and Excel documents. Serve as Safety Officer for the unit. 25% TRAVEL SUPPORT Prepare travel and entertainment reports using an online system. Provide expertise and guidance to UC ANR staff and academics in the use of the Aggie Expense Travel system and UC travel and entertainment policy and procedures. Coordinate all Travel for affiliated users for the senior leadership, workgroups and program teams as required. Complete course and or conference registration purchases for staff in administrative units. Requirements: High school diploma or equivalent experience. Intermediate to advanced computer skills in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, Zoom scheduling, and calendaring Demonstrated skills applying and proofreading for correct grammar, spelling, and punctuation. Skill to compose routine business correspondence and other documents related to the position's tasks. Demonstrated oral and written communication skills to interact effectively with people from diverse backgrounds and from varied organizational levels in person, over the telephone and via email. Experience preparing travel and entertainment expense reports, and purchasing requests; identifying, analyzing, researching and resolving travel and entertainment expense discrepancies and other problems. Demonstrated experience planning meetings and assisting in planning of larger events, including registration, identifying and securing meeting space, catering, equipment, supplies, and other logistics. Experience managing multiple calendars and supporting conference calls, including zoom conferencing. Recordkeeping and organizational skills to maintain reliable, effective computer and paper filing systems, and up-to-date supply inventories. Experience maintaining strict confidentiality, integrity and accountability. Preferred Skills: Experience using UCD campus-based systems (Aggie Enterprise, Aggie Expense, Aggie Ship, Cognos, JDX, PaymentWorks). Experience applying UC, UCD, and ANR Policy and Procedures for travel, entertainment, corporate card use, purchasing, and purchasing card use. Excellent organizational and time-management skills to follow tasks through to completion. Ability to work independently, with little supervision to receive, coordinate, and complete assignments from multiple people, and work in a team environment. Experience using image manipulation software such as Photoshop to perform standard tasks including converting file formats, changing file size, cropping, rotating and extracting metadata. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California $25.45/hour to $30.23/hour Job Posting Close Date: This job is open until filled. The first application review date will be 11/21/2025. Key Responsibilities: 55% PROGRAM ADMINISTRATIVE SUPPORT Prepare/review purchase requests and related documentation. Coordinate purchases of supplies and services for Statewide Programs and other units as needed. Serve as the first point of contact for the Business Operations Center regarding day-to-day financial transactions and ensure accurate and necessary information is communicated to the BOC staff and entered appropriate campus systems in an accurate and timely manner. Process Purchasing Card purchases/requests and maintain supporting documentation, as required. Receives, logs and reconciles all procurement card orders. Serve as purchasing coordinator for the unit. Update websites using Drupal editing software. Compile text and images from educational materials to create documents. Create and maintain various spreadsheets. Prepare final documents for printing and distribution. Prepare online surveys and data entry of evaluation results. Maintain mailing list databases for all program activities. Prepare agendas, minutes, correspondence, budgets and reports, which may include graphic figures and statistical tables. Update Chartstrings in Finjector. Assist with special projects as needed. 20% RECEPTION DUTIES Provide daily Front Desk Reception support for the ANR Building. Receive, greet and direct telephone callers and visitors in a sharedoffice space withmany interruptions. Varied reception duties including determine visitor needs, provide building tours as requested, and preparing name badges and logs. Receive, sort and distribute mail and packages, provide information regarding mailing to international and domestic locations. Assist with scheduling conference rooms and any conflicts that may arise. Coordinate work requests through various ANR Building contacts and Special Services, as needed. Coordinate and initiate FedEx shipments and general mailing of various UC ANR program materials and publications. Prepare program mailings and keep database of addresses for special mailings. Proofread and copy edit documents for accuracy . click apply for full job details
12/06/2025
Full time
Administrative Assistant 2 Davis, CA, Job ID 82329 University of California Agriculture and Natural Resources Job Description Position Summary: Under general supervision of the Agriculture and Natural Resources (ANR) Statewide Program and REC Operations Director and Associate Director, assist in the management of administrative calendars, screen and prioritize visitors and incoming telephone calls, prepare and/or revise a wide variety of materials, make travel arrangements. Facilitate Vice President and Associate Vice President's communications and actions, supporting various administrative committees, meetings or groups convened or managed by both AVP's or Vice Provosts. Provide discrete communication, critical for program management. Provide support for Statewide Programs and other units as assigned. Serve as purchasing representative for Statewide Programs. This position is a career appointment that is 100% fixed. Pay Scale: $25.45/hour to $30.23/hour Job Posting Close Date: This job is open until filled. The first application review date will be 11/21/2025. Key Responsibilities: 55% PROGRAM ADMINISTRATIVE SUPPORT Prepare/review purchase requests and related documentation. Coordinate purchases of supplies and services for Statewide Programs and other units as needed. Serve as the first point of contact for the Business Operations Center regarding day-to-day financial transactions and ensure accurate and necessary information is communicated to the BOC staff and entered appropriate campus systems in an accurate and timely manner. Process Purchasing Card purchases/requests and maintain supporting documentation, as required. Receives, logs and reconciles all procurement card orders. Serve as purchasing coordinator for the unit. Update websites using Drupal editing software. Compile text and images from educational materials to create documents. Create and maintain various spreadsheets. Prepare final documents for printing and distribution. Prepare online surveys and data entry of evaluation results. Maintain mailing list databases for all program activities. Prepare agendas, minutes, correspondence, budgets and reports, which may include graphic figures and statistical tables. Update Chartstrings in Finjector. Assist with special projects as needed. 20% RECEPTION DUTIES Provide daily Front Desk Reception support for the ANR Building. Receive, greet and direct telephone callers and visitors in a sharedoffice space withmany interruptions. Varied reception duties including determine visitor needs, provide building tours as requested, and preparing name badges and logs. Receive, sort and distribute mail and packages, provide information regarding mailing to international and domestic locations. Assist with scheduling conference rooms and any conflicts that may arise. Coordinate work requests through various ANR Building contacts and Special Services, as needed. Coordinate and initiate FedEx shipments and general mailing of various UC ANR program materials and publications. Prepare program mailings and keep database of addresses for special mailings. Proofread and copy edit documents for accuracy, consistency of format, professional appearance, and style, spelling, grammar, punctuation, format, recognizing errors and making appropriate corrections. Format various files and produceprint-ready copy. Data entry into Word and Excel documents. Serve as Safety Officer for the unit. 25% TRAVEL SUPPORT Prepare travel and entertainment reports using an online system. Provide expertise and guidance to UC ANR staff and academics in the use of the Aggie Expense Travel system and UC travel and entertainment policy and procedures. Coordinate all Travel for affiliated users for the senior leadership, workgroups and program teams as required. Complete course and or conference registration purchases for staff in administrative units. Requirements: High school diploma or equivalent experience. Intermediate to advanced computer skills in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, Zoom scheduling, and calendaring Demonstrated skills applying and proofreading for correct grammar, spelling, and punctuation. Skill to compose routine business correspondence and other documents related to the position's tasks. Demonstrated oral and written communication skills to interact effectively with people from diverse backgrounds and from varied organizational levels in person, over the telephone and via email. Experience preparing travel and entertainment expense reports, and purchasing requests; identifying, analyzing, researching and resolving travel and entertainment expense discrepancies and other problems. Demonstrated experience planning meetings and assisting in planning of larger events, including registration, identifying and securing meeting space, catering, equipment, supplies, and other logistics. Experience managing multiple calendars and supporting conference calls, including zoom conferencing. Recordkeeping and organizational skills to maintain reliable, effective computer and paper filing systems, and up-to-date supply inventories. Experience maintaining strict confidentiality, integrity and accountability. Preferred Skills: Experience using UCD campus-based systems (Aggie Enterprise, Aggie Expense, Aggie Ship, Cognos, JDX, PaymentWorks). Experience applying UC, UCD, and ANR Policy and Procedures for travel, entertainment, corporate card use, purchasing, and purchasing card use. Excellent organizational and time-management skills to follow tasks through to completion. Ability to work independently, with little supervision to receive, coordinate, and complete assignments from multiple people, and work in a team environment. Experience using image manipulation software such as Photoshop to perform standard tasks including converting file formats, changing file size, cropping, rotating and extracting metadata. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California $25.45/hour to $30.23/hour Job Posting Close Date: This job is open until filled. The first application review date will be 11/21/2025. Key Responsibilities: 55% PROGRAM ADMINISTRATIVE SUPPORT Prepare/review purchase requests and related documentation. Coordinate purchases of supplies and services for Statewide Programs and other units as needed. Serve as the first point of contact for the Business Operations Center regarding day-to-day financial transactions and ensure accurate and necessary information is communicated to the BOC staff and entered appropriate campus systems in an accurate and timely manner. Process Purchasing Card purchases/requests and maintain supporting documentation, as required. Receives, logs and reconciles all procurement card orders. Serve as purchasing coordinator for the unit. Update websites using Drupal editing software. Compile text and images from educational materials to create documents. Create and maintain various spreadsheets. Prepare final documents for printing and distribution. Prepare online surveys and data entry of evaluation results. Maintain mailing list databases for all program activities. Prepare agendas, minutes, correspondence, budgets and reports, which may include graphic figures and statistical tables. Update Chartstrings in Finjector. Assist with special projects as needed. 20% RECEPTION DUTIES Provide daily Front Desk Reception support for the ANR Building. Receive, greet and direct telephone callers and visitors in a sharedoffice space withmany interruptions. Varied reception duties including determine visitor needs, provide building tours as requested, and preparing name badges and logs. Receive, sort and distribute mail and packages, provide information regarding mailing to international and domestic locations. Assist with scheduling conference rooms and any conflicts that may arise. Coordinate work requests through various ANR Building contacts and Special Services, as needed. Coordinate and initiate FedEx shipments and general mailing of various UC ANR program materials and publications. Prepare program mailings and keep database of addresses for special mailings. Proofread and copy edit documents for accuracy . click apply for full job details
Vanguard Group Staffing, Inc.
West Harrison, New York
FABULOUS OPPORTUNITY AVAILABLE Our client, a well-known academic institution, is seeking an Executive Assistant to provide support to the General Counsel. This position will be fully onsite in upper Manhattan, Monday through Friday, with the potential for temp-to-direct hire. RESPONSBILITIES will include but not be limited to: Providing high level administrative support to the Attorneys and working in collaboration and support of other administrative staff The supervision and coordination of the daily operations of the department, consisting of attorneys, one other administrative assistant, law interns, legal fellow and work-study students. Assisting the VP with other areas and business functions within the Vice Presidents' responsibilities Manage extensive calendars including scheduling and arranging meetings, conference calls, travel plans, seminars and appointments Overseeing and processing payment for invoices Create and process expense reports, edit/proofread correspondence and other written materials Open and distribute incoming mail, filing of a variety of types of documents (manually as well as electronically) Process employee transactions; coordinate interviews for law interns, attorneys and support staff and review/authorize timecards for attorneys and staff Maintain inventory of office supplies and equipment; ordering supplies as necessary and troubleshoot equipment as needed Coordinate and prepare departmental committee meetings, board meetings, and pro bono projects/assignments REQUIRED EXPERIENCE/SKILLS: Bachelor's Degree preferred 5+ years of high level Administrative/Executive support Clear and concise communication/diction, over the telephone as well as in person and with groups, and via written communications Ability to take initiative and work independently, manage challenging situations and respond to changing priorities and urgent matters, with a positive attitude and professionalism Identify, define and analyze information/situations before recommending a course of action Ability to use discretion, and good judgement when dealing with confidential/highly sensitive issues
12/06/2025
Full time
FABULOUS OPPORTUNITY AVAILABLE Our client, a well-known academic institution, is seeking an Executive Assistant to provide support to the General Counsel. This position will be fully onsite in upper Manhattan, Monday through Friday, with the potential for temp-to-direct hire. RESPONSBILITIES will include but not be limited to: Providing high level administrative support to the Attorneys and working in collaboration and support of other administrative staff The supervision and coordination of the daily operations of the department, consisting of attorneys, one other administrative assistant, law interns, legal fellow and work-study students. Assisting the VP with other areas and business functions within the Vice Presidents' responsibilities Manage extensive calendars including scheduling and arranging meetings, conference calls, travel plans, seminars and appointments Overseeing and processing payment for invoices Create and process expense reports, edit/proofread correspondence and other written materials Open and distribute incoming mail, filing of a variety of types of documents (manually as well as electronically) Process employee transactions; coordinate interviews for law interns, attorneys and support staff and review/authorize timecards for attorneys and staff Maintain inventory of office supplies and equipment; ordering supplies as necessary and troubleshoot equipment as needed Coordinate and prepare departmental committee meetings, board meetings, and pro bono projects/assignments REQUIRED EXPERIENCE/SKILLS: Bachelor's Degree preferred 5+ years of high level Administrative/Executive support Clear and concise communication/diction, over the telephone as well as in person and with groups, and via written communications Ability to take initiative and work independently, manage challenging situations and respond to changing priorities and urgent matters, with a positive attitude and professionalism Identify, define and analyze information/situations before recommending a course of action Ability to use discretion, and good judgement when dealing with confidential/highly sensitive issues
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
12/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. BANK ASSISTANT BRANCH MANAGER II POSITION SUMMARY Areas of responsibility for this position are: Creating/mentoring an advisory-focused team to support customer growth. In conjunction with the Branch Manager, maintains the operational soundness of the branch in accordance with policies and procedures, and federal/state regulations. The Assistant Branch Manager II is also responsible for overseeing and performing Universal Banker I, Universal Banker II, and Universal Banker III duties. The Assistant Branch Manager II may also act as Branch Manager in the Branch Managers absence. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) BANK ASSISTANT BRANCH MANAGER II ESSENTIAL DUTIES AND ACCOUNTABILITIES 1. Complete scheduling for all Universal Bankers 2. Supervise and provide work direction to assigned Universal Banker staff 3. Perform cash drawer audits, conduct performance appraisals, and facilitate new employee training and/or mentoring 4. Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans 5. Develop, coach, and mentor Universal Bankers in production and growth-related activities 6. Attract business and consumer relationships through internal and external sales and customer service strategies 7. Identify business opportunities and drive customer acquisition through outbound business prospecting, networking, and referrals 8. Perform Universal Banker I, II, and III duties, including consumer lending 9. Monitor market trends and competitor activities to inform business strategies 10. Serve as a point of contact/have working knowledge of troubleshooting and servicing coin machines, money handling machines, ATMs/ITMs, and mechanics of the drive-up equipment (as applicable in each location) 11. Maintain an open level of communication with the Branch Manager, Regional Retail Leader, and/or Market President 12. Assist with more complex customer issues 13. Assist Retail leaders with other duties as needed Requirements: BANK ASSISTANT BRANCH MANAGER QUALIFICATIONS: Education High school diploma or equivalent required Experience One to three years of banking or cash handling experience Leadership/people management experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply, and divide in all units of measure Exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to deal with complex problems involving multiple facets and variables in non-standardized situations Exceptional organizational and time management skills; ability to function well in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Demonstrate a lead by example mentality Be able to work flexible hours and shifts Travel to/from and work in multiple locations SUPERVISORY RESPONSIBILITIES This position is responsible for supervising staff in accordance with the banks policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems. PM21 PI40d09d6de26c-2662
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
AmeriHome Mortgage Company, LLC
Thousand Oaks, California
Assistant Vice President for AmeriHome Mortgage Company LLC in Thousand Oaks, CA Job Description: Develop the In the Moneyness Algorithm for the Retail Lending Division. Develop a Lead Scoring Model (machine learning) for the Retail Lending Division and a Roll analysis Model for the Treasury team. Interact with senior leadership (CEO, CIO, and heads of different departments) to provide timely updates on the progress of model development and new research being done. Automate reporting and data loading tasks (daily PnL reconnaissance report). Maintain the price validation engine (Best Effort loans). Responsible for pricing the various products that flow through AmeriHome and maintaining the AmeriHome mortgage Web Calculator. Updating the pricing engine (ExecutionStack) when new products (new types of loans) are added to our system. Maintain, update, and research to enhance the Fallout Model, Funding Predictor, and the HedgeCost Model. Create documentation and develop ongoing monitoring plans for the Fallout Model, HedgeCost Model, and the Funding Predictor. Job Requirements: Requires a Bachelor's degree in Financial Engineering or related field. Requires 2 years of experience. Must have experience in each of the following skills: Creating, maintaining and delivering quantitative processes including data mining, predictive modeling and other complex data analysis using SQL, Python and Gurobi; Maintaining and updating pricing engines using C#; Creating and delivering monthly and quarterly analytical reports including valuation, risk, stress testing and model update using VBA and SQL; Residential mortgage domain; Mortgage loan fundamentals (types of mortgages, amortization, prepayment risk, delinquency) and Mortgage Backed Securities and their structure (knowledge about securitization process, tranches and waterfall structure); Concepts pertaining to interest rate sensitivity (convexity, duration and yield curves) and prepayment models; Applying concepts to maintain and enhance existing financial models, building pricing algorithms in accordance with GSE requirements and analyzing risk and hedging strategies being used. Salary $139,530 - $188,775 per YEAR To apply email resume to referencing ID .
12/05/2025
Full time
Assistant Vice President for AmeriHome Mortgage Company LLC in Thousand Oaks, CA Job Description: Develop the In the Moneyness Algorithm for the Retail Lending Division. Develop a Lead Scoring Model (machine learning) for the Retail Lending Division and a Roll analysis Model for the Treasury team. Interact with senior leadership (CEO, CIO, and heads of different departments) to provide timely updates on the progress of model development and new research being done. Automate reporting and data loading tasks (daily PnL reconnaissance report). Maintain the price validation engine (Best Effort loans). Responsible for pricing the various products that flow through AmeriHome and maintaining the AmeriHome mortgage Web Calculator. Updating the pricing engine (ExecutionStack) when new products (new types of loans) are added to our system. Maintain, update, and research to enhance the Fallout Model, Funding Predictor, and the HedgeCost Model. Create documentation and develop ongoing monitoring plans for the Fallout Model, HedgeCost Model, and the Funding Predictor. Job Requirements: Requires a Bachelor's degree in Financial Engineering or related field. Requires 2 years of experience. Must have experience in each of the following skills: Creating, maintaining and delivering quantitative processes including data mining, predictive modeling and other complex data analysis using SQL, Python and Gurobi; Maintaining and updating pricing engines using C#; Creating and delivering monthly and quarterly analytical reports including valuation, risk, stress testing and model update using VBA and SQL; Residential mortgage domain; Mortgage loan fundamentals (types of mortgages, amortization, prepayment risk, delinquency) and Mortgage Backed Securities and their structure (knowledge about securitization process, tranches and waterfall structure); Concepts pertaining to interest rate sensitivity (convexity, duration and yield curves) and prepayment models; Applying concepts to maintain and enhance existing financial models, building pricing algorithms in accordance with GSE requirements and analyzing risk and hedging strategies being used. Salary $139,530 - $188,775 per YEAR To apply email resume to referencing ID .
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/05/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Heritage Hotels & Resorts Corporate Office
Albuquerque, New Mexico
Description: Heritage Companies seeks an experienced Payroll Manager. This is a full-time, salaried position starting at $55,000 + benefits. (Depending on Experience) The position will work out of our busy Corporate Office in Downtown Albuquerque. We offer a collaborate environment with benefits that are unmatched in the industry including generous discounts on hotel room rates and food at all of the restaurants in our portfolio across the state of New Mexico! ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Work under direction of the Vice President of Employee Experience. Maintain high level of positive and professional approach with employees, coworkers, and guests. Updates payroll records by reviewing and approving changes in exemptions, insurance coverage, savings deductions, and job titles, and department/ division transfers. Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages. Pays employees by directing the production and issuance of paychecks or electronic transfers to bank accounts. Determines payroll liabilities by approving the calculation of employee federal and state income and social security taxes, and employer's social security, unemployment, and workers compensation payments. Balances the payroll accounts by resolving payroll discrepancies. Oversee processing of payroll changes (e.g. new hires, terminations, raises) and system upgrades. Ensure compliance with relevant laws and internal policies. Supervise and coach payroll clerks and assistants. Maintains payroll guidelines by writing and updating policies and procedures. Assign, train, mentor and direct staff to carry out the exceptional guest experience and foster an environment for employees to be successful in performance, and further feel engaged and valued. Perform interview, hire, disciplinary, and termination actions when necessary for payroll staff. BENEFITS Competitive pay and comprehensive benefits including a 25% match for 401k! Generous employee discounts across Heritage Hotels, restaurants, spa and retail! Free employee parking! Growth and development opportunities! Inclusive, people-first culture! HC10 Requirements: Strong knowledge of Payroll software and MS Office required. Excellent verbal and written communication and ability to multitask. Proven leadership experience, with payroll department experience a plus. Ability and willingness to work flexible hours including weekends, holidays and late nights. Must be able to lift/push/reach for/carry 15+ pounds occasionally. Minimum of 3 year or equivalent combination of education and experience; payroll management or hospitality experience preferred. Bachelors Degree or equivalent of education and experience a plus. PIb80bcd3c2cea-5554
12/04/2025
Full time
Description: Heritage Companies seeks an experienced Payroll Manager. This is a full-time, salaried position starting at $55,000 + benefits. (Depending on Experience) The position will work out of our busy Corporate Office in Downtown Albuquerque. We offer a collaborate environment with benefits that are unmatched in the industry including generous discounts on hotel room rates and food at all of the restaurants in our portfolio across the state of New Mexico! ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Work under direction of the Vice President of Employee Experience. Maintain high level of positive and professional approach with employees, coworkers, and guests. Updates payroll records by reviewing and approving changes in exemptions, insurance coverage, savings deductions, and job titles, and department/ division transfers. Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages. Pays employees by directing the production and issuance of paychecks or electronic transfers to bank accounts. Determines payroll liabilities by approving the calculation of employee federal and state income and social security taxes, and employer's social security, unemployment, and workers compensation payments. Balances the payroll accounts by resolving payroll discrepancies. Oversee processing of payroll changes (e.g. new hires, terminations, raises) and system upgrades. Ensure compliance with relevant laws and internal policies. Supervise and coach payroll clerks and assistants. Maintains payroll guidelines by writing and updating policies and procedures. Assign, train, mentor and direct staff to carry out the exceptional guest experience and foster an environment for employees to be successful in performance, and further feel engaged and valued. Perform interview, hire, disciplinary, and termination actions when necessary for payroll staff. BENEFITS Competitive pay and comprehensive benefits including a 25% match for 401k! Generous employee discounts across Heritage Hotels, restaurants, spa and retail! Free employee parking! Growth and development opportunities! Inclusive, people-first culture! HC10 Requirements: Strong knowledge of Payroll software and MS Office required. Excellent verbal and written communication and ability to multitask. Proven leadership experience, with payroll department experience a plus. Ability and willingness to work flexible hours including weekends, holidays and late nights. Must be able to lift/push/reach for/carry 15+ pounds occasionally. Minimum of 3 year or equivalent combination of education and experience; payroll management or hospitality experience preferred. Bachelors Degree or equivalent of education and experience a plus. PIb80bcd3c2cea-5554
Heritage Hotels & Resorts Corporate Office
Albuquerque, New Mexico
Description: Heritage Companies seeks an experienced Payroll Manager. This is a full-time, salaried position starting at $55,000 + benefits. (Depending on Experience) The position will work out of our busy Corporate Office in Downtown Albuquerque. We offer a collaborate environment with benefits that are unmatched in the industry including generous discounts on hotel room rates and food at all of the restaurants in our portfolio across the state of New Mexico! ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Work under direction of the Vice President of Employee Experience. Maintain high level of positive and professional approach with employees, coworkers, and guests. Updates payroll records by reviewing and approving changes in exemptions, insurance coverage, savings deductions, and job titles, and department/ division transfers. Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages. Pays employees by directing the production and issuance of paychecks or electronic transfers to bank accounts. Determines payroll liabilities by approving the calculation of employee federal and state income and social security taxes, and employer's social security, unemployment, and workers compensation payments. Balances the payroll accounts by resolving payroll discrepancies. Oversee processing of payroll changes (e.g. new hires, terminations, raises) and system upgrades. Ensure compliance with relevant laws and internal policies. Supervise and coach payroll clerks and assistants. Maintains payroll guidelines by writing and updating policies and procedures. Assign, train, mentor and direct staff to carry out the exceptional guest experience and foster an environment for employees to be successful in performance, and further feel engaged and valued. Perform interview, hire, disciplinary, and termination actions when necessary for payroll staff. BENEFITS Competitive pay and comprehensive benefits including a 25% match for 401k! Generous employee discounts across Heritage Hotels, restaurants, spa and retail! Free employee parking! Growth and development opportunities! Inclusive, people-first culture! HC10 Requirements: Strong knowledge of Payroll software and MS Office required. Excellent verbal and written communication and ability to multitask. Proven leadership experience, with payroll department experience a plus. Ability and willingness to work flexible hours including weekends, holidays and late nights. Must be able to lift/push/reach for/carry 15+ pounds occasionally. Minimum of 3 year or equivalent combination of education and experience; payroll management or hospitality experience preferred. Bachelor's Degree or equivalent of education and experience a plus. PIe2fcaac5-
12/04/2025
Full time
Description: Heritage Companies seeks an experienced Payroll Manager. This is a full-time, salaried position starting at $55,000 + benefits. (Depending on Experience) The position will work out of our busy Corporate Office in Downtown Albuquerque. We offer a collaborate environment with benefits that are unmatched in the industry including generous discounts on hotel room rates and food at all of the restaurants in our portfolio across the state of New Mexico! ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Work under direction of the Vice President of Employee Experience. Maintain high level of positive and professional approach with employees, coworkers, and guests. Updates payroll records by reviewing and approving changes in exemptions, insurance coverage, savings deductions, and job titles, and department/ division transfers. Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages. Pays employees by directing the production and issuance of paychecks or electronic transfers to bank accounts. Determines payroll liabilities by approving the calculation of employee federal and state income and social security taxes, and employer's social security, unemployment, and workers compensation payments. Balances the payroll accounts by resolving payroll discrepancies. Oversee processing of payroll changes (e.g. new hires, terminations, raises) and system upgrades. Ensure compliance with relevant laws and internal policies. Supervise and coach payroll clerks and assistants. Maintains payroll guidelines by writing and updating policies and procedures. Assign, train, mentor and direct staff to carry out the exceptional guest experience and foster an environment for employees to be successful in performance, and further feel engaged and valued. Perform interview, hire, disciplinary, and termination actions when necessary for payroll staff. BENEFITS Competitive pay and comprehensive benefits including a 25% match for 401k! Generous employee discounts across Heritage Hotels, restaurants, spa and retail! Free employee parking! Growth and development opportunities! Inclusive, people-first culture! HC10 Requirements: Strong knowledge of Payroll software and MS Office required. Excellent verbal and written communication and ability to multitask. Proven leadership experience, with payroll department experience a plus. Ability and willingness to work flexible hours including weekends, holidays and late nights. Must be able to lift/push/reach for/carry 15+ pounds occasionally. Minimum of 3 year or equivalent combination of education and experience; payroll management or hospitality experience preferred. Bachelor's Degree or equivalent of education and experience a plus. PIe2fcaac5-
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
12/04/2025
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission is simple, yet powerful: to enhance the health and well-being of every person we serve. We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives. Work Shift Job Summary: The System Executive Director Service Line Nurse Leader is responsible for the successful operation of the clinical program and initiatives that address overall program access, quality, safety and outcomes across WellStar Health System. The System Executive Director serves as a resource to all levels of nursing staff and leadership for system-wide initiatives, including our Professional Practice Nursing Care Model, Patient Experience, Magnet accreditation, Professional advancement projects and policies and procedures as it relates to the specialty service line. The System Executive Director requires clinical experience, self-direction, attention to detail and follow-up, and ability to communicate effectively with team members, patients, physicians, families and the public. The Executive Nurse Leader is responsible for guidance and coordination of services for specialty service line patients and their caregivers through the continuum of care. This leader will collaborate with the specialty service line network and site-level leaders to assure programs are in place to meet operational, clinical and patient experience goals. This leader serves as the expert developing the support services components within the specialty program. Provides updates to leadership on utilization of services and assists in planning for upcoming needs. Serves as the face of the Service Line professional practice by partnering with numerous team members. Supports community outreach activities and integrating/optimizing clinical quality at the Service Line. Additional responsibilities include achieving quality outcomes and customer/patient satisfaction in a fiscally responsible manner. The System Executive Director can perform job functions utilizing independent judgment, ingenuity and initiative with ability to interact and direct successful operation within multidisciplinary specialty physician groups across the WellStar Health System. The System Executive Director provides leadership and direction in the development and execution of strategies to manage specialty service line initiatives that are consistent with our culture, strategic business objectives, and continuous quality improvement. Employs a lobal perspective of emerging trends, issues, and technology in the service line specialty and possesses understanding of the specialty service line mission and vision. Core Responsibilities and Essential Functions: Leadership - Provides strategic clinical direction for WellStar Trauma Burn Program Network across multiple departments and multiple service locations. - Demonstrates leadership in critical thinking, conflict management and problem solving. - Meets with team regarding departmental operations, develops plans to ensure goals are successfully met. - Exhibits and promotes a can-do attitude. Supports or leads affiliated committees, task force and other groups to support organizational mission. - Supports organized patient, employee, and physician satisfaction activities to increase metrics as measured by Press Ganey, Gallup and the Trust Index - Routinely review opportunities in areas of responsibility and develop solutions. - Maintains up-to-date knowledge of new trends, technology, and methods to ensure effective and competitive services. - Establish and monitor key departmental performance metrics for quality, throughput, patient satisfaction, revenue and expense. - Coordinates any new services and construction / renovation projects and growth of services to other locations within the Trauma Burn Program Network. - Assists in development of marketing plans and activities for new services and technology. - Leads various quality and growth efforts with key physician stakeholders such as the System Trauma Medical Director, Assistant Vice President, and team. - Serves as Leader for the System related to the Trauma Burn Program and supports services and establish positive working relationships within the team and with the multidisciplinary groups they interact with the team which includes physicians Specialty Clinical Program Leadership - Responsible for building and leading the Trauma Burn Program Service Line which can include developing strategies to standardize and expand Trauma Burn center programs. - System Executive Director will support and provide leadership related award-winning programs dedicated to service excellence including Beacon, Governors Sterling Award and Magnet. - Serve as Nursing lead for Service Line Committees. Responsibilities will include setting direction for Trauma Burn education across the system in collaboration with Executive Director of Professional Practice. - Responsible for system patient experience programs related to specialty service line. Assists with the development and evaluation of policies, procedures, and standards of care; ensures consistency with clinical guideline documents, and hospital-wide policies recognized regulatory and specialty standards. - Work with Service Line leaders, in development and evaluation of policies, procedures, and standards of care to ensure consistency with clinical guidelines from physician office to hospital outpatient and inpatient services. - Serves as a mentor to Trauma Burn program leadership and staff for promotion of evidence-based practice, Trauma Burn performance and nursing research. - Utilizes outcome data to improve practice, process flow and evidenced practices. - Implements and continuously aligns processes to maintain and improve quality outcomes. - Establishes annual Trauma Burn program goals and monitors progress towards achievement. - Promotes evidence-based practice and ethical accountability. - Ensures timely submission of registry data to accrediting bodies and quality benchmark programs. - Promotes performance improvement initiatives designed to enhance quality patient care and improve work processes, especially focusing on clinical and operational outcomes. Promotes safety in the work environment and delivery of patient care. Assures compliance with legal and regulatory requirements. - Supports education for nursing leadership and staff pertaining to evidence-based practice, nursing research and Magnet standards/processes - Collaborates with System Senior VP of Nursing, and CNOs and other Nursing Leadership at each campus to establish annual goals for nursing in related departments and/or inpatient units - Maintains current knowledge of Magnet standards and ensures system compliance Personal and professional growth and development - In collaboration with Human Resource leaders, the Service Line System Executive Director is responsible for the development of recruitment, retention and return to nursing strategies which enhance job satisfaction and career development for bedside nursing. - With Human Resource leadership, develop and review workforce plans for nursing, skill mix, deployment of utilization resources. - Demonstrates motivation for learning through independent reading, professional networking and communicates professional expertise through publications and presentations at the local, regional, and national level Quality / Safety and Accreditation - Monitors key outcome data for all service line clinical areas. Utilizes outcome data to improve practice, process flow and evidenced based practices. - Implements and continuously aligns processes to maintain and improve quality outcomes - Promotes evidence-based practice and ethical accountability - Promotes performance improvement initiatives designed to enhance quality patient care and improve work processes, especially focusing on clinical and operational outcomes. Leads system PI committee. - Promotes safety in the work environment and delivery of patient care. Assures compliance with legal and regulatory requirements. - Meets or exceeds performance and quality improvement standards for assigned area. - Ensures compliance of State, Federal, and Joint Commission regulations in all departments. - Leads accreditation efforts with Trauma Burn program accreditation and tracks progress throughout the year. Provides support to Trauma Burn programs for state and ACS surveys. - Monitors patient satisfaction surveys on an on-going basis and makes appropriate recommendations, changes based on trending and survey results Required Minimum Education: Bachelors Nursing Masters Nursing or Masters Health Administration or Masters Business Administration/Management Required Minimum License(s) and Certification(s): All certifications are required upon hire unless otherwise stated. RN - Multi-state Compact or Reg Nurse (Single State) Trauma Cert RN or Nurse Exec or Certified Emergency Nurse Basic Life Support or BLS - Instructor Additional License(s) and Certification(s): Required Minimum Experience: Minimum 5 years + Experience in a progressive operational leadership in an assistant manager or manager role. Previous nursing leadership/management position in specialty service line program specialty or five (5) years of specialty service line unit experience required, with seven (7) years preferred. Required and . click apply for full job details
12/04/2025
Full time
How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission is simple, yet powerful: to enhance the health and well-being of every person we serve. We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives. Work Shift Job Summary: The System Executive Director Service Line Nurse Leader is responsible for the successful operation of the clinical program and initiatives that address overall program access, quality, safety and outcomes across WellStar Health System. The System Executive Director serves as a resource to all levels of nursing staff and leadership for system-wide initiatives, including our Professional Practice Nursing Care Model, Patient Experience, Magnet accreditation, Professional advancement projects and policies and procedures as it relates to the specialty service line. The System Executive Director requires clinical experience, self-direction, attention to detail and follow-up, and ability to communicate effectively with team members, patients, physicians, families and the public. The Executive Nurse Leader is responsible for guidance and coordination of services for specialty service line patients and their caregivers through the continuum of care. This leader will collaborate with the specialty service line network and site-level leaders to assure programs are in place to meet operational, clinical and patient experience goals. This leader serves as the expert developing the support services components within the specialty program. Provides updates to leadership on utilization of services and assists in planning for upcoming needs. Serves as the face of the Service Line professional practice by partnering with numerous team members. Supports community outreach activities and integrating/optimizing clinical quality at the Service Line. Additional responsibilities include achieving quality outcomes and customer/patient satisfaction in a fiscally responsible manner. The System Executive Director can perform job functions utilizing independent judgment, ingenuity and initiative with ability to interact and direct successful operation within multidisciplinary specialty physician groups across the WellStar Health System. The System Executive Director provides leadership and direction in the development and execution of strategies to manage specialty service line initiatives that are consistent with our culture, strategic business objectives, and continuous quality improvement. Employs a lobal perspective of emerging trends, issues, and technology in the service line specialty and possesses understanding of the specialty service line mission and vision. Core Responsibilities and Essential Functions: Leadership - Provides strategic clinical direction for WellStar Trauma Burn Program Network across multiple departments and multiple service locations. - Demonstrates leadership in critical thinking, conflict management and problem solving. - Meets with team regarding departmental operations, develops plans to ensure goals are successfully met. - Exhibits and promotes a can-do attitude. Supports or leads affiliated committees, task force and other groups to support organizational mission. - Supports organized patient, employee, and physician satisfaction activities to increase metrics as measured by Press Ganey, Gallup and the Trust Index - Routinely review opportunities in areas of responsibility and develop solutions. - Maintains up-to-date knowledge of new trends, technology, and methods to ensure effective and competitive services. - Establish and monitor key departmental performance metrics for quality, throughput, patient satisfaction, revenue and expense. - Coordinates any new services and construction / renovation projects and growth of services to other locations within the Trauma Burn Program Network. - Assists in development of marketing plans and activities for new services and technology. - Leads various quality and growth efforts with key physician stakeholders such as the System Trauma Medical Director, Assistant Vice President, and team. - Serves as Leader for the System related to the Trauma Burn Program and supports services and establish positive working relationships within the team and with the multidisciplinary groups they interact with the team which includes physicians Specialty Clinical Program Leadership - Responsible for building and leading the Trauma Burn Program Service Line which can include developing strategies to standardize and expand Trauma Burn center programs. - System Executive Director will support and provide leadership related award-winning programs dedicated to service excellence including Beacon, Governors Sterling Award and Magnet. - Serve as Nursing lead for Service Line Committees. Responsibilities will include setting direction for Trauma Burn education across the system in collaboration with Executive Director of Professional Practice. - Responsible for system patient experience programs related to specialty service line. Assists with the development and evaluation of policies, procedures, and standards of care; ensures consistency with clinical guideline documents, and hospital-wide policies recognized regulatory and specialty standards. - Work with Service Line leaders, in development and evaluation of policies, procedures, and standards of care to ensure consistency with clinical guidelines from physician office to hospital outpatient and inpatient services. - Serves as a mentor to Trauma Burn program leadership and staff for promotion of evidence-based practice, Trauma Burn performance and nursing research. - Utilizes outcome data to improve practice, process flow and evidenced practices. - Implements and continuously aligns processes to maintain and improve quality outcomes. - Establishes annual Trauma Burn program goals and monitors progress towards achievement. - Promotes evidence-based practice and ethical accountability. - Ensures timely submission of registry data to accrediting bodies and quality benchmark programs. - Promotes performance improvement initiatives designed to enhance quality patient care and improve work processes, especially focusing on clinical and operational outcomes. Promotes safety in the work environment and delivery of patient care. Assures compliance with legal and regulatory requirements. - Supports education for nursing leadership and staff pertaining to evidence-based practice, nursing research and Magnet standards/processes - Collaborates with System Senior VP of Nursing, and CNOs and other Nursing Leadership at each campus to establish annual goals for nursing in related departments and/or inpatient units - Maintains current knowledge of Magnet standards and ensures system compliance Personal and professional growth and development - In collaboration with Human Resource leaders, the Service Line System Executive Director is responsible for the development of recruitment, retention and return to nursing strategies which enhance job satisfaction and career development for bedside nursing. - With Human Resource leadership, develop and review workforce plans for nursing, skill mix, deployment of utilization resources. - Demonstrates motivation for learning through independent reading, professional networking and communicates professional expertise through publications and presentations at the local, regional, and national level Quality / Safety and Accreditation - Monitors key outcome data for all service line clinical areas. Utilizes outcome data to improve practice, process flow and evidenced based practices. - Implements and continuously aligns processes to maintain and improve quality outcomes - Promotes evidence-based practice and ethical accountability - Promotes performance improvement initiatives designed to enhance quality patient care and improve work processes, especially focusing on clinical and operational outcomes. Leads system PI committee. - Promotes safety in the work environment and delivery of patient care. Assures compliance with legal and regulatory requirements. - Meets or exceeds performance and quality improvement standards for assigned area. - Ensures compliance of State, Federal, and Joint Commission regulations in all departments. - Leads accreditation efforts with Trauma Burn program accreditation and tracks progress throughout the year. Provides support to Trauma Burn programs for state and ACS surveys. - Monitors patient satisfaction surveys on an on-going basis and makes appropriate recommendations, changes based on trending and survey results Required Minimum Education: Bachelors Nursing Masters Nursing or Masters Health Administration or Masters Business Administration/Management Required Minimum License(s) and Certification(s): All certifications are required upon hire unless otherwise stated. RN - Multi-state Compact or Reg Nurse (Single State) Trauma Cert RN or Nurse Exec or Certified Emergency Nurse Basic Life Support or BLS - Instructor Additional License(s) and Certification(s): Required Minimum Experience: Minimum 5 years + Experience in a progressive operational leadership in an assistant manager or manager role. Previous nursing leadership/management position in specialty service line program specialty or five (5) years of specialty service line unit experience required, with seven (7) years preferred. Required and . click apply for full job details
Flying S Title & Escrow is a subsidiary of Title Financial Corporation. We seek a Title Assistant to join our team in Helena, MT . TFC is a family-owned company providing Title and Escrow Services since 1905. We pride ourselves on taking great people and growing and developing them with employees who have spent their entire careers with us! If you want to work for a company where Everyone Counts, is committed to doing the Right Thing, takes the Smart Risk, believes Attitude is Everything, and Everyone has the Opportunity to Make a Difference, then keep reading. The ideal team member: Has a passion for working with people, is customer service oriented, and takes pride in giving a great first impression in person or on the phone.Enjoys a fast-paced environment.Strong verbal and written communication skills.Is very organized with attention to detail, has problem-solving skills, and the ability to meet deadlines.Can prioritize tasks and notify others when assistance is needed.Proficient computer skills, including Google or Microsoft Office Suite or related software, and has the ability to learn new programs quickly.At least one year of experience in customer service or a related field is required. Previous experience in an office, Title, Escrow, or Banking is a plus! About the position The Title Assistant is responsible for assisting the title staff by performing general support tasks to maintain departmental efficiency. This position is responsible for promptly answering incoming calls and transferring callers to the requested party. When visitors and callers are uncertain about whom to contact, this position gathers information to determine how to assist them. The Title Assistant requires good interpersonal and verbal communication skills. Under supervision, the position gathers documents and processes paperwork required for all payoffs, liens, and clearing title for routine escrow transactions. The Title Assistant communicates with various types of lenders, realtors, attorneys, customers, etc., in order to facilitate information gathering. This position reports to the President and County Manager. Job Duties Include: Proofread documents to ensure accuracy and completeness. Correct errors and omissions by tracking necessary information.Research and/or record documents and administer the recording processes.Perform various functions to expedite the flow of policies, including answering phone inquiries, picking up and delivering documents, typing, filing, duplicating, recording, and maintaining tasks and workflow.Set up or cancel escrow/title files, which include the complete filing of deposits and all relevant documents.Research, create, and deliver information and reports required for property profiles, such as: chain of title, tax statements, assessments, plat maps, demographics, legal descriptions, and parcel numbers.Assist the title departments by performing general support tasks to maintain departmental efficiency.Supports corporate core values, purpose, goals, and culture.React to change positively and productively, including as a result of the expansion of job responsibilities and expectations.Communicate with company employees and customers by phone, in person, or through correspondence.Prepares accurate and timely reports for review. This may include verifying an updated chain, waiving or adding objections, or listing appropriate endorsements to avoid claims, and/or other actions.Responds to customer inquiries and resolves problems on client files related to final clearance of outstanding title issues in an accurate, timely, and professional manner. Interprets and explains various sections of the title report for the customer.Verifies correct metes and bounds/lot and block legal descriptions by researching property, address, and owner in an efficient, accurate, and timely manner. May draw or revise maps and plats to note changes and assure accurate property identification.Communicates with company employees and customers by phone, in person, or through correspondence.Supports corporate core values, purpose, goals, and culture.React to change positively and productively, including as a result of the expansion of job responsibilities and expectations.Adheres to all company policies and standards, including the expectation of prompt, predictable, and regular attendance.Other job duties as required. Education and Experience: Must be at least 18 years of age. Must have a valid drivers license and have the ability to pass an MVR and background check. High school diploma or equivalent. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 50 pounds at times. We offer: Competitive benefits plan including paid medical, dental, and vision for company employees with a contribution toward a spouse or dependent coverage. In addition, we offer a 401(k) with a competitive discretionary match, discount on closing fees, advance paycheck access, and voluntary benefits, including accident, hospital, and pet insurance plans! New employees accrue up to three weeks of Flexible Time Off and are eligible for 11 paid holidays from day one of employment. We offer volunteer time off to give back to our local communities. We also offer a company-provided employee assistance program, Short Term Disability, Basic Life Insurance, and a wellness program at no cost to employees. Flying S Title & Escrow is an equal opportunity employer. Applicants offered a position must be able to pass a pre-employment background and MVR check. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. PI771de8c88b44-0950
12/04/2025
Full time
Flying S Title & Escrow is a subsidiary of Title Financial Corporation. We seek a Title Assistant to join our team in Helena, MT . TFC is a family-owned company providing Title and Escrow Services since 1905. We pride ourselves on taking great people and growing and developing them with employees who have spent their entire careers with us! If you want to work for a company where Everyone Counts, is committed to doing the Right Thing, takes the Smart Risk, believes Attitude is Everything, and Everyone has the Opportunity to Make a Difference, then keep reading. The ideal team member: Has a passion for working with people, is customer service oriented, and takes pride in giving a great first impression in person or on the phone.Enjoys a fast-paced environment.Strong verbal and written communication skills.Is very organized with attention to detail, has problem-solving skills, and the ability to meet deadlines.Can prioritize tasks and notify others when assistance is needed.Proficient computer skills, including Google or Microsoft Office Suite or related software, and has the ability to learn new programs quickly.At least one year of experience in customer service or a related field is required. Previous experience in an office, Title, Escrow, or Banking is a plus! About the position The Title Assistant is responsible for assisting the title staff by performing general support tasks to maintain departmental efficiency. This position is responsible for promptly answering incoming calls and transferring callers to the requested party. When visitors and callers are uncertain about whom to contact, this position gathers information to determine how to assist them. The Title Assistant requires good interpersonal and verbal communication skills. Under supervision, the position gathers documents and processes paperwork required for all payoffs, liens, and clearing title for routine escrow transactions. The Title Assistant communicates with various types of lenders, realtors, attorneys, customers, etc., in order to facilitate information gathering. This position reports to the President and County Manager. Job Duties Include: Proofread documents to ensure accuracy and completeness. Correct errors and omissions by tracking necessary information.Research and/or record documents and administer the recording processes.Perform various functions to expedite the flow of policies, including answering phone inquiries, picking up and delivering documents, typing, filing, duplicating, recording, and maintaining tasks and workflow.Set up or cancel escrow/title files, which include the complete filing of deposits and all relevant documents.Research, create, and deliver information and reports required for property profiles, such as: chain of title, tax statements, assessments, plat maps, demographics, legal descriptions, and parcel numbers.Assist the title departments by performing general support tasks to maintain departmental efficiency.Supports corporate core values, purpose, goals, and culture.React to change positively and productively, including as a result of the expansion of job responsibilities and expectations.Communicate with company employees and customers by phone, in person, or through correspondence.Prepares accurate and timely reports for review. This may include verifying an updated chain, waiving or adding objections, or listing appropriate endorsements to avoid claims, and/or other actions.Responds to customer inquiries and resolves problems on client files related to final clearance of outstanding title issues in an accurate, timely, and professional manner. Interprets and explains various sections of the title report for the customer.Verifies correct metes and bounds/lot and block legal descriptions by researching property, address, and owner in an efficient, accurate, and timely manner. May draw or revise maps and plats to note changes and assure accurate property identification.Communicates with company employees and customers by phone, in person, or through correspondence.Supports corporate core values, purpose, goals, and culture.React to change positively and productively, including as a result of the expansion of job responsibilities and expectations.Adheres to all company policies and standards, including the expectation of prompt, predictable, and regular attendance.Other job duties as required. Education and Experience: Must be at least 18 years of age. Must have a valid drivers license and have the ability to pass an MVR and background check. High school diploma or equivalent. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 50 pounds at times. We offer: Competitive benefits plan including paid medical, dental, and vision for company employees with a contribution toward a spouse or dependent coverage. In addition, we offer a 401(k) with a competitive discretionary match, discount on closing fees, advance paycheck access, and voluntary benefits, including accident, hospital, and pet insurance plans! New employees accrue up to three weeks of Flexible Time Off and are eligible for 11 paid holidays from day one of employment. We offer volunteer time off to give back to our local communities. We also offer a company-provided employee assistance program, Short Term Disability, Basic Life Insurance, and a wellness program at no cost to employees. Flying S Title & Escrow is an equal opportunity employer. Applicants offered a position must be able to pass a pre-employment background and MVR check. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. PI771de8c88b44-0950