Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review. Essential Functions: Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards Resolve deficiencies requiring judgment, interpretation, or coordination with Sales Organize financial statements and supporting schedules for Underwriter review Identify inconsistencies or potential risk indicators within submitted financial or organizational data Ensure all applications meet internal policy standards prior to underwriting Serve as escalation point for complex entity structures or multi-entity relationships Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates Incorporate approved deal terms into legal documentation for manager review Manage approval conditions, track outstanding items, and validate completeness prior to final approval File UCC-1 financing statements and ensure proper documentation is retained Execute onboarding by submitting IT setup requests and managing follow-up through completion Deliver partner credentials, system access, and onboarding materials Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation Maintain pipeline reporting and provide accurate status updates Backfill Credit Processor responsibilities as needed to maintain workflow continuity Minimum Qualifications: Extreme accuracy and attention to detail Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies Ability to analyze business entity structures and identify ownership relationships Ability to interpret financial, legal, organizational, and business documentation Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated ability to maintain accurate records, documentation, and audit trails Ability to learn and navigate multiple software systems and databases Proficient with Microsoft Office applications including Word, Excel, Outlook Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously Strong verbal and written communication skills Experience drafting, reviewing, or managing business, legal, or lending documentation preferred Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time Must be able to physically type PI2aa86ff330a4-4180
08/11/2026
Full time
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review. Essential Functions: Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards Resolve deficiencies requiring judgment, interpretation, or coordination with Sales Organize financial statements and supporting schedules for Underwriter review Identify inconsistencies or potential risk indicators within submitted financial or organizational data Ensure all applications meet internal policy standards prior to underwriting Serve as escalation point for complex entity structures or multi-entity relationships Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates Incorporate approved deal terms into legal documentation for manager review Manage approval conditions, track outstanding items, and validate completeness prior to final approval File UCC-1 financing statements and ensure proper documentation is retained Execute onboarding by submitting IT setup requests and managing follow-up through completion Deliver partner credentials, system access, and onboarding materials Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation Maintain pipeline reporting and provide accurate status updates Backfill Credit Processor responsibilities as needed to maintain workflow continuity Minimum Qualifications: Extreme accuracy and attention to detail Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies Ability to analyze business entity structures and identify ownership relationships Ability to interpret financial, legal, organizational, and business documentation Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated ability to maintain accurate records, documentation, and audit trails Ability to learn and navigate multiple software systems and databases Proficient with Microsoft Office applications including Word, Excel, Outlook Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously Strong verbal and written communication skills Experience drafting, reviewing, or managing business, legal, or lending documentation preferred Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time Must be able to physically type PI2aa86ff330a4-4180
Crown City Escrow Services, Inc.
Coronado, California
Job Description Job Description Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a friendly and professional Escrow Officer to join our team! In this role, you will coordinate with realtors, loan officers, underwriters, and other professionals to assist clients with the closing process in real estate transactions. The ideal candidate is detail-oriented with excellent customer service skills. Responsibilities Coordinate with other professionals in the real estate industry, including real estate agents and loan officers Review complex documents such as purchase and sale agreements and lender instructions and monitor compliance with contracts Comply with all state and federal laws governing escrow transactions and escrow accounts Prepare and deliver closing documents to buyers, sellers, agents, and lenders Facilitate the disbursement of escrow funds Perform administrative tasks Qualifications High school diploma/GED required, bachelor's degree preferred Previous experience closing escrow transactions. Understanding of real estate contracts, the loan process, title insurance, and the escrow process Strong attention to detail Excellent verbal and written communication skills Proficient with computer software, including familiarity with title and escrow software Spanish-speaking bilingual capabilities a plus
08/10/2026
Full time
Job Description Job Description Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a friendly and professional Escrow Officer to join our team! In this role, you will coordinate with realtors, loan officers, underwriters, and other professionals to assist clients with the closing process in real estate transactions. The ideal candidate is detail-oriented with excellent customer service skills. Responsibilities Coordinate with other professionals in the real estate industry, including real estate agents and loan officers Review complex documents such as purchase and sale agreements and lender instructions and monitor compliance with contracts Comply with all state and federal laws governing escrow transactions and escrow accounts Prepare and deliver closing documents to buyers, sellers, agents, and lenders Facilitate the disbursement of escrow funds Perform administrative tasks Qualifications High school diploma/GED required, bachelor's degree preferred Previous experience closing escrow transactions. Understanding of real estate contracts, the loan process, title insurance, and the escrow process Strong attention to detail Excellent verbal and written communication skills Proficient with computer software, including familiarity with title and escrow software Spanish-speaking bilingual capabilities a plus
Description: Position Summary The Mortgage Loan Officer is responsible for originating residential mortgage and home equity lending products within the Bank's designated lending footprint. This position develops and maintains relationships with customers, Realtors , builders, attorneys, nonprofit organizations, government agencies, and other referral sources to generate new business opportunities. The Mortgage Loan Officer manages the customer relationship throughout the loan origination process, from application through closing, while ensuring compliance with applicable laws, regulations, investor guidelines, and Bank policies. This role achieves individual production, customer service, and profitability goals through business development activities, referral generation, and community involvement. The Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's commitment to responsible lending, affordable housing initiatives, and community development. Essential Job Responsibilities The essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors , builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Develops and executes business development strategies to achieve individual loan production and profitability goals. Participates in networking events, industry associations, community activities, and housing-related programs to promote the Bank's mortgage products and services. Interviews applicants, evaluates financial information, and recommends appropriate mortgage and home equity lending solutions. Assists customers with the completion of loan applications and collection of required documentation. Conducts preliminary reviews of loan applications for completeness, accuracy, and eligibility prior to submission for processing and underwriting. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience. Develops and maintains an active pipeline of mortgage and home equity loans from application through closing and ensures timely collection and submission of required documentation. Maintains accurate customer, pipeline, and referral source information within the Bank's loan origination and customer relationship management systems and prepares required production and management reports. Develops and conducts homebuyer education seminars, financial literacy programs, and community outreach activities. Supports the Bank's Community Reinvestment Act (CRA) objectives through participation in affordable housing initiatives, first-time homebuyer programs, and community development activities. Identifies opportunities to refer customers to other Bank products and services and facilitates introductions to appropriate business partners. Maintains knowledge of mortgage products, underwriting guidelines, investor requirements, processing procedures, and applicable federal and state lending regulations. Ensures compliance with all Bank policies, procedures, and applicable laws and regulations, including but not limited to BSA/AML, CRA, ECOA, Fair Lending, HMDA, RESPA, SAFE Act, TILA, TRID, OFAC, and applicable state lending requirements. Completes all required compliance and regulatory training and promptly escalates potential compliance, operational or fraud concerns. Performs other duties and special projects as assigned. This position does not possess independent underwriting approval authority unless specifically delegated by management. Knowledge, Skills & Work Experience High School Diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, Marketing, Economics, or a related field preferred. Minimum of two (2) years of residential mortgage loan origination experience required. Demonstrated success in achieving loan production, sales and customer service goals. Experience within a community bank, regional bank, credit union or mortgage banking environment preferred. Experience with affordable housing, first-time homebuyer and community development programs preferred. Strong sales, relationship management, and business development skills with the ability to generate self-sourced mortgage business. Thorough knowledge of residential mortgage products, processing, underwriting, closing procedures, and secondary market guidelines. Experience with FNMA, FHLMC, FHA, VA, USDA, state housing programs, bond programs, and private mortgage insurance requirements. Strong understanding of federal and state lending regulations and compliance requirements. Ability to analyze financial statements, tax returns, income documentation, credit reports, and other financial information. Excellent customer service, interpersonal, presentation, written and verbal communication skills. Strong organizational, time management and problem-solving skills with the ability to manage multiple priorities. Proficiency with mortgage loan origination systems, automated underwriting systems, customer relationship management platforms, Microsoft Office applications, and related technology. Ability to work independently and collaboratively in a team environment. Must maintain registration with the Nationwide Multistate Licensing System (NMLS) in accordance with SAFE Act requirements. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 0 Hourly Wage PId6d3de116faa-2989
08/10/2026
Full time
Description: Position Summary The Mortgage Loan Officer is responsible for originating residential mortgage and home equity lending products within the Bank's designated lending footprint. This position develops and maintains relationships with customers, Realtors , builders, attorneys, nonprofit organizations, government agencies, and other referral sources to generate new business opportunities. The Mortgage Loan Officer manages the customer relationship throughout the loan origination process, from application through closing, while ensuring compliance with applicable laws, regulations, investor guidelines, and Bank policies. This role achieves individual production, customer service, and profitability goals through business development activities, referral generation, and community involvement. The Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's commitment to responsible lending, affordable housing initiatives, and community development. Essential Job Responsibilities The essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors , builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Develops and executes business development strategies to achieve individual loan production and profitability goals. Participates in networking events, industry associations, community activities, and housing-related programs to promote the Bank's mortgage products and services. Interviews applicants, evaluates financial information, and recommends appropriate mortgage and home equity lending solutions. Assists customers with the completion of loan applications and collection of required documentation. Conducts preliminary reviews of loan applications for completeness, accuracy, and eligibility prior to submission for processing and underwriting. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience. Develops and maintains an active pipeline of mortgage and home equity loans from application through closing and ensures timely collection and submission of required documentation. Maintains accurate customer, pipeline, and referral source information within the Bank's loan origination and customer relationship management systems and prepares required production and management reports. Develops and conducts homebuyer education seminars, financial literacy programs, and community outreach activities. Supports the Bank's Community Reinvestment Act (CRA) objectives through participation in affordable housing initiatives, first-time homebuyer programs, and community development activities. Identifies opportunities to refer customers to other Bank products and services and facilitates introductions to appropriate business partners. Maintains knowledge of mortgage products, underwriting guidelines, investor requirements, processing procedures, and applicable federal and state lending regulations. Ensures compliance with all Bank policies, procedures, and applicable laws and regulations, including but not limited to BSA/AML, CRA, ECOA, Fair Lending, HMDA, RESPA, SAFE Act, TILA, TRID, OFAC, and applicable state lending requirements. Completes all required compliance and regulatory training and promptly escalates potential compliance, operational or fraud concerns. Performs other duties and special projects as assigned. This position does not possess independent underwriting approval authority unless specifically delegated by management. Knowledge, Skills & Work Experience High School Diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, Marketing, Economics, or a related field preferred. Minimum of two (2) years of residential mortgage loan origination experience required. Demonstrated success in achieving loan production, sales and customer service goals. Experience within a community bank, regional bank, credit union or mortgage banking environment preferred. Experience with affordable housing, first-time homebuyer and community development programs preferred. Strong sales, relationship management, and business development skills with the ability to generate self-sourced mortgage business. Thorough knowledge of residential mortgage products, processing, underwriting, closing procedures, and secondary market guidelines. Experience with FNMA, FHLMC, FHA, VA, USDA, state housing programs, bond programs, and private mortgage insurance requirements. Strong understanding of federal and state lending regulations and compliance requirements. Ability to analyze financial statements, tax returns, income documentation, credit reports, and other financial information. Excellent customer service, interpersonal, presentation, written and verbal communication skills. Strong organizational, time management and problem-solving skills with the ability to manage multiple priorities. Proficiency with mortgage loan origination systems, automated underwriting systems, customer relationship management platforms, Microsoft Office applications, and related technology. Ability to work independently and collaboratively in a team environment. Must maintain registration with the Nationwide Multistate Licensing System (NMLS) in accordance with SAFE Act requirements. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 0 Hourly Wage PId6d3de116faa-2989
Description: Position Summary The Mortgage Loan Officer is responsible for originating residential mortgage and home equity lending products within the Bank's designated lending footprint. This position develops and maintains relationships with customers, Realtors , builders, attorneys, nonprofit organizations, government agencies, and other referral sources to generate new business opportunities. The Mortgage Loan Officer manages the customer relationship throughout the loan origination process, from application through closing, while ensuring compliance with applicable laws, regulations, investor guidelines, and Bank policies. This role achieves individual production, customer service, and profitability goals through business development activities, referral generation, and community involvement. The Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's commitment to responsible lending, affordable housing initiatives, and community development. Essential Job Responsibilities The essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors , builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Develops and executes business development strategies to achieve individual loan production and profitability goals. Participates in networking events, industry associations, community activities, and housing-related programs to promote the Bank's mortgage products and services. Interviews applicants, evaluates financial information, and recommends appropriate mortgage and home equity lending solutions. Assists customers with the completion of loan applications and collection of required documentation. Conducts preliminary reviews of loan applications for completeness, accuracy, and eligibility prior to submission for processing and underwriting. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience. Develops and maintains an active pipeline of mortgage and home equity loans from application through closing and ensures timely collection and submission of required documentation. Maintains accurate customer, pipeline, and referral source information within the Bank's loan origination and customer relationship management systems and prepares required production and management reports. Develops and conducts homebuyer education seminars, financial literacy programs, and community outreach activities. Supports the Bank's Community Reinvestment Act (CRA) objectives through participation in affordable housing initiatives, first-time homebuyer programs, and community development activities. Identifies opportunities to refer customers to other Bank products and services and facilitates introductions to appropriate business partners. Maintains knowledge of mortgage products, underwriting guidelines, investor requirements, processing procedures, and applicable federal and state lending regulations. Ensures compliance with all Bank policies, procedures, and applicable laws and regulations, including but not limited to BSA/AML, CRA, ECOA, Fair Lending, HMDA, RESPA, SAFE Act, TILA, TRID, OFAC, and applicable state lending requirements. Completes all required compliance and regulatory training and promptly escalates potential compliance, operational or fraud concerns. Performs other duties and special projects as assigned. This position does not possess independent underwriting approval authority unless specifically delegated by management. Knowledge, Skills & Work Experience High School Diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, Marketing, Economics, or a related field preferred. Minimum of two (2) years of residential mortgage loan origination experience required. Demonstrated success in achieving loan production, sales and customer service goals. Experience within a community bank, regional bank, credit union or mortgage banking environment preferred. Experience with affordable housing, first-time homebuyer and community development programs preferred. Strong sales, relationship management, and business development skills with the ability to generate self-sourced mortgage business. Thorough knowledge of residential mortgage products, processing, underwriting, closing procedures, and secondary market guidelines. Experience with FNMA, FHLMC, FHA, VA, USDA, state housing programs, bond programs, and private mortgage insurance requirements. Strong understanding of federal and state lending regulations and compliance requirements. Ability to analyze financial statements, tax returns, income documentation, credit reports, and other financial information. Excellent customer service, interpersonal, presentation, written and verbal communication skills. Strong organizational, time management and problem-solving skills with the ability to manage multiple priorities. Proficiency with mortgage loan origination systems, automated underwriting systems, customer relationship management platforms, Microsoft Office applications, and related technology. Ability to work independently and collaboratively in a team environment. Must maintain registration with the Nationwide Multistate Licensing System (NMLS) in accordance with SAFE Act requirements. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 0 Hourly Wage PI7949da38ecb8-1134
08/10/2026
Full time
Description: Position Summary The Mortgage Loan Officer is responsible for originating residential mortgage and home equity lending products within the Bank's designated lending footprint. This position develops and maintains relationships with customers, Realtors , builders, attorneys, nonprofit organizations, government agencies, and other referral sources to generate new business opportunities. The Mortgage Loan Officer manages the customer relationship throughout the loan origination process, from application through closing, while ensuring compliance with applicable laws, regulations, investor guidelines, and Bank policies. This role achieves individual production, customer service, and profitability goals through business development activities, referral generation, and community involvement. The Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's commitment to responsible lending, affordable housing initiatives, and community development. Essential Job Responsibilities The essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors , builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Develops and executes business development strategies to achieve individual loan production and profitability goals. Participates in networking events, industry associations, community activities, and housing-related programs to promote the Bank's mortgage products and services. Interviews applicants, evaluates financial information, and recommends appropriate mortgage and home equity lending solutions. Assists customers with the completion of loan applications and collection of required documentation. Conducts preliminary reviews of loan applications for completeness, accuracy, and eligibility prior to submission for processing and underwriting. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience. Develops and maintains an active pipeline of mortgage and home equity loans from application through closing and ensures timely collection and submission of required documentation. Maintains accurate customer, pipeline, and referral source information within the Bank's loan origination and customer relationship management systems and prepares required production and management reports. Develops and conducts homebuyer education seminars, financial literacy programs, and community outreach activities. Supports the Bank's Community Reinvestment Act (CRA) objectives through participation in affordable housing initiatives, first-time homebuyer programs, and community development activities. Identifies opportunities to refer customers to other Bank products and services and facilitates introductions to appropriate business partners. Maintains knowledge of mortgage products, underwriting guidelines, investor requirements, processing procedures, and applicable federal and state lending regulations. Ensures compliance with all Bank policies, procedures, and applicable laws and regulations, including but not limited to BSA/AML, CRA, ECOA, Fair Lending, HMDA, RESPA, SAFE Act, TILA, TRID, OFAC, and applicable state lending requirements. Completes all required compliance and regulatory training and promptly escalates potential compliance, operational or fraud concerns. Performs other duties and special projects as assigned. This position does not possess independent underwriting approval authority unless specifically delegated by management. Knowledge, Skills & Work Experience High School Diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, Marketing, Economics, or a related field preferred. Minimum of two (2) years of residential mortgage loan origination experience required. Demonstrated success in achieving loan production, sales and customer service goals. Experience within a community bank, regional bank, credit union or mortgage banking environment preferred. Experience with affordable housing, first-time homebuyer and community development programs preferred. Strong sales, relationship management, and business development skills with the ability to generate self-sourced mortgage business. Thorough knowledge of residential mortgage products, processing, underwriting, closing procedures, and secondary market guidelines. Experience with FNMA, FHLMC, FHA, VA, USDA, state housing programs, bond programs, and private mortgage insurance requirements. Strong understanding of federal and state lending regulations and compliance requirements. Ability to analyze financial statements, tax returns, income documentation, credit reports, and other financial information. Excellent customer service, interpersonal, presentation, written and verbal communication skills. Strong organizational, time management and problem-solving skills with the ability to manage multiple priorities. Proficiency with mortgage loan origination systems, automated underwriting systems, customer relationship management platforms, Microsoft Office applications, and related technology. Ability to work independently and collaboratively in a team environment. Must maintain registration with the Nationwide Multistate Licensing System (NMLS) in accordance with SAFE Act requirements. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 0 Hourly Wage PI7949da38ecb8-1134
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our San Antonio office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
08/06/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our San Antonio office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Tampa Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
08/06/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Tampa Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Phoenix Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
08/06/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Phoenix Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
