LBS Financial Credit Union
Westminster, California
Job Description Job Description Are you an independent thinker with excellent attention to detail? Are you an enthusiastic team player with the knowledge and passion to meet our member's loan needs? Residential Lending Loan Processor/Underwriter II is a mid-level position for applicants who have prior knowledge of mortgage loan processing and underwriting. The position is responsible for processing and underwriting all mortgage loans including 1st Trust Deed Refinance and Purchase loans and Second Trust Deeds and HELOC's by evaluating the mortgage loan application information in accordance with established departmental procedures and utilizing Fannie Mae's Desktop Underwriting system when applicable. JOB REQUIREMENTS & RESPONSIBILITIES Perform loan processing functions for first mortgage refinances and purchases and HELOC/2nd TD mortgage loans in accordance with established departmental procedures and policies. Review and adhere to all Fannie Mae agency guidelines for processing and underwriting. Keep current with agency bulletins and updates to produce a saleable loan to the Credit Union's investors. Evaluate appraisal reports, credit reports, preliminary title reports and all documentation in the loan file to ensure compliance with current regulatory rules and regulations, credit union policies and procedures and as applicable, guidelines for the credit union's portfolio, the secondary market and/or third-party investors. Complete a full review of all data input by the set up person in Loan Producer and fill in all required fields as applicable and review all fields for accuracy and compliance Must be proficient in investor programs and pricing as well as all portfolio programs and pricing by staying up to date on all changes as they happen. Assemble a fully processed and documented loan file and submit the loan package to the Operations Manager for final underwriting and approval staying within the department goal of closing all loans within 30 days of the registration date in LP. Adhere to all regulatory standards regarding residential lending and credit union policies governed by NCUA, DBO and HUD Perform other related duties and responsibilities as assigned by management. EDUCATION & EXPERIENCE PREREQUISITES Minimum: High School Diploma or equivalent. Preference: One to two years college education in a business-related field or equivalent knowledge, plus additional training in the financial field. Additional: Minimum of 3-5 years of experience in residential lending processing including credit and appraisal evaluation. Education or certificate in residential lending or a related field such as mortgage banking or real estate sales/brokerage or equivalent experience. Familiarity with LOS system FICS and online systems that are key to processing and underwriting a loan. Excellent organizational and priority skills to manage time sensitive jobs. Ability to accurately perform mathematical calculations and use necessary business machines and desktop computer skills with a working knowledge of Microsoft Office. Ability to communicate effectively both verbally and in written form. Bilingual: English/Spanish a plus. BENEFITS & TOTAL REWARDS Medical, Dental, and Vision 100% employee-only plans paid by LBS 12 Paid Holidays, 3 weeks PTO, and Sick Time Defined Benefit Pension Plan 401(k) and Roth(k) Retirement Plans Insurance: Life, AD&D, LTD Critical Illness, Accident Insurance, and Hospital Indemnity Educational Reimbursement Paid Volunteer hours Loan discounts and free branch services Discount entertainment: movie tickets, travel, car rentals, and much more Wellness Benefits starts 1st of the month following 30 days of employment PAY RANGE In accordance with California's Pay Transparency Act, the expected salary range for this position is between: $28.42 - $35.52 Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law. External Candidates: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include: Employment Verifications - Employment Dates & Job Titles Credit Report Criminal Records Search Social Security Search Governmental Registries Search Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk. Internal Candidates: As an Employer of Choice, LBS Financial strives to support our employees' career growth and encourage employees to apply for job opportunities for which they believe they are qualified. The Credit Union may interview outside as well as internal candidates. For additional information about our Credit Union and to apply for this opportunity, please visit our website at Equal Opportunity Employer.
06/25/2026
Full time
Job Description Job Description Are you an independent thinker with excellent attention to detail? Are you an enthusiastic team player with the knowledge and passion to meet our member's loan needs? Residential Lending Loan Processor/Underwriter II is a mid-level position for applicants who have prior knowledge of mortgage loan processing and underwriting. The position is responsible for processing and underwriting all mortgage loans including 1st Trust Deed Refinance and Purchase loans and Second Trust Deeds and HELOC's by evaluating the mortgage loan application information in accordance with established departmental procedures and utilizing Fannie Mae's Desktop Underwriting system when applicable. JOB REQUIREMENTS & RESPONSIBILITIES Perform loan processing functions for first mortgage refinances and purchases and HELOC/2nd TD mortgage loans in accordance with established departmental procedures and policies. Review and adhere to all Fannie Mae agency guidelines for processing and underwriting. Keep current with agency bulletins and updates to produce a saleable loan to the Credit Union's investors. Evaluate appraisal reports, credit reports, preliminary title reports and all documentation in the loan file to ensure compliance with current regulatory rules and regulations, credit union policies and procedures and as applicable, guidelines for the credit union's portfolio, the secondary market and/or third-party investors. Complete a full review of all data input by the set up person in Loan Producer and fill in all required fields as applicable and review all fields for accuracy and compliance Must be proficient in investor programs and pricing as well as all portfolio programs and pricing by staying up to date on all changes as they happen. Assemble a fully processed and documented loan file and submit the loan package to the Operations Manager for final underwriting and approval staying within the department goal of closing all loans within 30 days of the registration date in LP. Adhere to all regulatory standards regarding residential lending and credit union policies governed by NCUA, DBO and HUD Perform other related duties and responsibilities as assigned by management. EDUCATION & EXPERIENCE PREREQUISITES Minimum: High School Diploma or equivalent. Preference: One to two years college education in a business-related field or equivalent knowledge, plus additional training in the financial field. Additional: Minimum of 3-5 years of experience in residential lending processing including credit and appraisal evaluation. Education or certificate in residential lending or a related field such as mortgage banking or real estate sales/brokerage or equivalent experience. Familiarity with LOS system FICS and online systems that are key to processing and underwriting a loan. Excellent organizational and priority skills to manage time sensitive jobs. Ability to accurately perform mathematical calculations and use necessary business machines and desktop computer skills with a working knowledge of Microsoft Office. Ability to communicate effectively both verbally and in written form. Bilingual: English/Spanish a plus. BENEFITS & TOTAL REWARDS Medical, Dental, and Vision 100% employee-only plans paid by LBS 12 Paid Holidays, 3 weeks PTO, and Sick Time Defined Benefit Pension Plan 401(k) and Roth(k) Retirement Plans Insurance: Life, AD&D, LTD Critical Illness, Accident Insurance, and Hospital Indemnity Educational Reimbursement Paid Volunteer hours Loan discounts and free branch services Discount entertainment: movie tickets, travel, car rentals, and much more Wellness Benefits starts 1st of the month following 30 days of employment PAY RANGE In accordance with California's Pay Transparency Act, the expected salary range for this position is between: $28.42 - $35.52 Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law. External Candidates: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include: Employment Verifications - Employment Dates & Job Titles Credit Report Criminal Records Search Social Security Search Governmental Registries Search Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk. Internal Candidates: As an Employer of Choice, LBS Financial strives to support our employees' career growth and encourage employees to apply for job opportunities for which they believe they are qualified. The Credit Union may interview outside as well as internal candidates. For additional information about our Credit Union and to apply for this opportunity, please visit our website at Equal Opportunity Employer.
Since 1931, Altra Federal Credit Union has been committed to helping members live their best lives by providing trusted financial solutions, personalized services, and a strong focus on community. With a growing presence in Tyler & Lindale, TX market, we are excited to welcome a Real Estate / Mortgage Loan Originator to our Lindale Office, who is passionate about helping members achieve their homeownership goals while building strong relationships in the local real estate market. As a Real Estate / Mortgage Loan Originator, you will play a key role in guiding members through the mortgage process from application to closing while delivering exceptional member experience. Key Responsibilities Originate residential mortgage loans by conducting thorough member interviews and completing accurate loan applications. Build strong relationships with members, realtors, builders, and community partners in the Clarksville market. Act as a liaison between members, internal lending teams, third-party vendors, and secondary market agencies. Collaborate closely with processors, underwriters, and closing teams to ensure timely loan closings. Attend and conduct loan closings. Stay current on mortgage lending regulations, compliance standards, and secondary market guidelines. Embrace new mortgage technology and industry trends to improve efficiency and service. Cross-sell Altra products and services to support members' broader financial needs. Represent Altra professionally within the community and at real estate-related events. Qualifications High school diploma (or equivalent) is required. Bachelor's degree in a business-related field is preferred. 3+ years of lending experience is preferred. Some loan origination experience is preferred and experience with originating mortgage loans for sale to the secondary market, constructions loans and FHA / VA loans would be helpful. Ability to communicate fluently in Spanish, verbally and written, would be a plus. Skills & Abilities Strong sales mindset with excellent interpersonal and communication skills. Proven ability to work independently, prioritize tasks, and manage multiple deadlines. High level of professionalism with a strong commitment to confidentiality and compliance. Working knowledge of Microsoft Office and mortgage lending systems, specifically Encompass. Availability This position is full-time, 40- hours per week, Monday through Friday. Typical hours will be 8:00 a.m. to 5:00 p.m. Will require some flexibility within these hours to attend community events; this could include hours on Saturdays and Sundays, and possibly evening hours. Work Environment This position is located at Altra's Lindale TX office however may work at Tyler TX offices as needed. Pay & Benefits Competitive starting pay, depending on experience, plus participation in monthly incentive plan, and robust benefits package! When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing a language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, paid holidays, and your birthday off (paid)! Employee-only perks and discounts. At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer. PIc05143ba37ba-4961
06/25/2026
Full time
Since 1931, Altra Federal Credit Union has been committed to helping members live their best lives by providing trusted financial solutions, personalized services, and a strong focus on community. With a growing presence in Tyler & Lindale, TX market, we are excited to welcome a Real Estate / Mortgage Loan Originator to our Lindale Office, who is passionate about helping members achieve their homeownership goals while building strong relationships in the local real estate market. As a Real Estate / Mortgage Loan Originator, you will play a key role in guiding members through the mortgage process from application to closing while delivering exceptional member experience. Key Responsibilities Originate residential mortgage loans by conducting thorough member interviews and completing accurate loan applications. Build strong relationships with members, realtors, builders, and community partners in the Clarksville market. Act as a liaison between members, internal lending teams, third-party vendors, and secondary market agencies. Collaborate closely with processors, underwriters, and closing teams to ensure timely loan closings. Attend and conduct loan closings. Stay current on mortgage lending regulations, compliance standards, and secondary market guidelines. Embrace new mortgage technology and industry trends to improve efficiency and service. Cross-sell Altra products and services to support members' broader financial needs. Represent Altra professionally within the community and at real estate-related events. Qualifications High school diploma (or equivalent) is required. Bachelor's degree in a business-related field is preferred. 3+ years of lending experience is preferred. Some loan origination experience is preferred and experience with originating mortgage loans for sale to the secondary market, constructions loans and FHA / VA loans would be helpful. Ability to communicate fluently in Spanish, verbally and written, would be a plus. Skills & Abilities Strong sales mindset with excellent interpersonal and communication skills. Proven ability to work independently, prioritize tasks, and manage multiple deadlines. High level of professionalism with a strong commitment to confidentiality and compliance. Working knowledge of Microsoft Office and mortgage lending systems, specifically Encompass. Availability This position is full-time, 40- hours per week, Monday through Friday. Typical hours will be 8:00 a.m. to 5:00 p.m. Will require some flexibility within these hours to attend community events; this could include hours on Saturdays and Sundays, and possibly evening hours. Work Environment This position is located at Altra's Lindale TX office however may work at Tyler TX offices as needed. Pay & Benefits Competitive starting pay, depending on experience, plus participation in monthly incentive plan, and robust benefits package! When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing a language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, paid holidays, and your birthday off (paid)! Employee-only perks and discounts. At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer. PIc05143ba37ba-4961
Job Description Job Description We are a national title company seeking a dynamic, detail-oriented Escrow Officer to join our growing team. This is a unique dual-focus position: you will serve as an escrow officer for Texas real estate transactions while also contributing to our national settlement operations department. This role offers a valuable opportunity to broaden your expertise across multiple states and settlement frameworks. The ideal candidate holds an active Texas Escrow Officer license, thrives in a fast-paced environment, and is eager to grow beyond conventional Texas practice. Essential Duties & Responsibilities Texas Escrow Operations: Manage escrow transactions from contract to close, in compliance with Texas Department of Insurance (TDI) requirements and applicable Texas Property Code Verify title commitments, loan documents, and borrower information to ensure accuracy and regulatory compliance Facilitate clear communication among buyers, sellers, lenders, and attorneys throughout the transaction lifecycle Prepare settlement statements, closing disclosures, and all required Texas closing documents with precision Maintain thorough and audit-ready escrow files and transaction records National Settlement Support: Assist the national settlement/closing department with remote and hybrid closings across multiple states Adapt to varying state-specific requirements, settlement procedures, and document packages outside of Texas Collaborate with the national operations team to ensure consistent service delivery, compliance, and turnaround standards General Duties: Verify borrower information and loan underwriting documentation Prepare commitments, policies, disclosures, and closing documents accurately and efficiently using industry software platforms Contribute to process improvement initiatives to enhance efficiency across Texas and national operations Qualifications Required: Active Texas Escrow Officer License issued by the Texas Department of Insurance (TDI) - required Proven experience as an escrow officer or settlement agent in Texas residential and/or commercial real estate transactions Strong working knowledge of the Texas title insurance industry, TDI regulations, and Texas-specific closing requirements Excellent organizational skills with the ability to manage multiple concurrent transactions across different regulatory environments Proficiency in preparing and reviewing closing disclosures, HUD-1/ALTA settlement statements, contracts, and escrow instructions Strong written and verbal communication skills; ability to maintain professionalism and clarity under deadline pressure Preferred: Experience with settlement/closing operations Familiarity with remote online notarization (RON) platforms and remote closing workflows Knowledge of ALTA Best Practices and national title underwriter guidelines Experience supporting both purchase and refinance transactions in a high-volume environment Proficiency in Qualia and SoftPro preferred Company Description This is a people-first, execution-focused organization assembling a high-impact team of Engineers and Operators. This role offers the opportunity to directly shape real-world systems, support strategic national security priorities, and help build the foundations of a next-generation defense technology company. Company Description This is a people-first, execution-focused organization assembling a high-impact team of Engineers and Operators. This role offers the opportunity to directly shape real-world systems, support strategic national security priorities, and help build the foundations of a next-generation defense technology company.
06/24/2026
Full time
Job Description Job Description We are a national title company seeking a dynamic, detail-oriented Escrow Officer to join our growing team. This is a unique dual-focus position: you will serve as an escrow officer for Texas real estate transactions while also contributing to our national settlement operations department. This role offers a valuable opportunity to broaden your expertise across multiple states and settlement frameworks. The ideal candidate holds an active Texas Escrow Officer license, thrives in a fast-paced environment, and is eager to grow beyond conventional Texas practice. Essential Duties & Responsibilities Texas Escrow Operations: Manage escrow transactions from contract to close, in compliance with Texas Department of Insurance (TDI) requirements and applicable Texas Property Code Verify title commitments, loan documents, and borrower information to ensure accuracy and regulatory compliance Facilitate clear communication among buyers, sellers, lenders, and attorneys throughout the transaction lifecycle Prepare settlement statements, closing disclosures, and all required Texas closing documents with precision Maintain thorough and audit-ready escrow files and transaction records National Settlement Support: Assist the national settlement/closing department with remote and hybrid closings across multiple states Adapt to varying state-specific requirements, settlement procedures, and document packages outside of Texas Collaborate with the national operations team to ensure consistent service delivery, compliance, and turnaround standards General Duties: Verify borrower information and loan underwriting documentation Prepare commitments, policies, disclosures, and closing documents accurately and efficiently using industry software platforms Contribute to process improvement initiatives to enhance efficiency across Texas and national operations Qualifications Required: Active Texas Escrow Officer License issued by the Texas Department of Insurance (TDI) - required Proven experience as an escrow officer or settlement agent in Texas residential and/or commercial real estate transactions Strong working knowledge of the Texas title insurance industry, TDI regulations, and Texas-specific closing requirements Excellent organizational skills with the ability to manage multiple concurrent transactions across different regulatory environments Proficiency in preparing and reviewing closing disclosures, HUD-1/ALTA settlement statements, contracts, and escrow instructions Strong written and verbal communication skills; ability to maintain professionalism and clarity under deadline pressure Preferred: Experience with settlement/closing operations Familiarity with remote online notarization (RON) platforms and remote closing workflows Knowledge of ALTA Best Practices and national title underwriter guidelines Experience supporting both purchase and refinance transactions in a high-volume environment Proficiency in Qualia and SoftPro preferred Company Description This is a people-first, execution-focused organization assembling a high-impact team of Engineers and Operators. This role offers the opportunity to directly shape real-world systems, support strategic national security priorities, and help build the foundations of a next-generation defense technology company. Company Description This is a people-first, execution-focused organization assembling a high-impact team of Engineers and Operators. This role offers the opportunity to directly shape real-world systems, support strategic national security priorities, and help build the foundations of a next-generation defense technology company.
Job Description Job Description Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet-recognized as a Top Mortgage Employer by National Mortgage Professional. Job Summary The primary purpose of the Default Fulfillment Closer is to create, review, and ensure the accuracy of the documents required to complete the approved mitigation event pursuant to the investors guidelines. Essential Duties and Responsibilities Prepares Modification, Deed in Lieu, and Short-sale documents required to complete the closing pursuant to the investor rules and PHL policies and procedures. Orders and reviews title reports and original loan documents to insure clear title to complete the closing. Coordinates the recording of the documents with PHLs vendor. Maintains comprehensive tracking reports of documents outstanding from the mortgagors, title, companies, vendors, and recorders office. Timely clears any document or title deficiency. Ensures closing costs on short-sales are within investor guidelines. Assists Mitigation Processors and Underwriters in obtaining and imaging documents. Performs miscellaneous duties as assigned. Position Requirements Education High school diploma or GED equivalent required Experience Relevant work experience in mortgage loan documents Knowledge of real estate title requirements. Experience in mortgage default servicing and modification programs a plus Functional/Technical Skills Excellent computer skills and ability to learn and adapt quickly to new software. Excellent written and verbal communication skills Self-motivated and collaborative team player with critical thinking, problem solving, mathematical and analytical skills. Strong knowledge of mortgage loan documents and property title requirements. Strong organizational skills, ability to prioritize in a multi-tasking, fast-paced environment Ability to interact effectively with external and internal clients across departments and locations. Aptitude to work in a deadline-driven environment. Ability to act and work independently with minimal supervision Ability to maintain confidentiality. Advanced knowledge of Microsoft Excel and Word Knowledge of MSP servicing system a plus. Environmental/Physical Demands Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Some travel may be needed. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice. Benefits Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans. Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future
06/24/2026
Full time
Job Description Job Description Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet-recognized as a Top Mortgage Employer by National Mortgage Professional. Job Summary The primary purpose of the Default Fulfillment Closer is to create, review, and ensure the accuracy of the documents required to complete the approved mitigation event pursuant to the investors guidelines. Essential Duties and Responsibilities Prepares Modification, Deed in Lieu, and Short-sale documents required to complete the closing pursuant to the investor rules and PHL policies and procedures. Orders and reviews title reports and original loan documents to insure clear title to complete the closing. Coordinates the recording of the documents with PHLs vendor. Maintains comprehensive tracking reports of documents outstanding from the mortgagors, title, companies, vendors, and recorders office. Timely clears any document or title deficiency. Ensures closing costs on short-sales are within investor guidelines. Assists Mitigation Processors and Underwriters in obtaining and imaging documents. Performs miscellaneous duties as assigned. Position Requirements Education High school diploma or GED equivalent required Experience Relevant work experience in mortgage loan documents Knowledge of real estate title requirements. Experience in mortgage default servicing and modification programs a plus Functional/Technical Skills Excellent computer skills and ability to learn and adapt quickly to new software. Excellent written and verbal communication skills Self-motivated and collaborative team player with critical thinking, problem solving, mathematical and analytical skills. Strong knowledge of mortgage loan documents and property title requirements. Strong organizational skills, ability to prioritize in a multi-tasking, fast-paced environment Ability to interact effectively with external and internal clients across departments and locations. Aptitude to work in a deadline-driven environment. Ability to act and work independently with minimal supervision Ability to maintain confidentiality. Advanced knowledge of Microsoft Excel and Word Knowledge of MSP servicing system a plus. Environmental/Physical Demands Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Some travel may be needed. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice. Benefits Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans. Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future
Job Description Job Description Position Summary The Purchase Referral Loan Officer is responsible for originating residential mortgage loans through referral relationships, including past clients, builders, financial advisors, attorneys, and other referral partners. This role focuses primarily on purchase business, guiding borrowers through the mortgage process from application through closing while delivering exceptional customer service and maintaining compliance with all lending regulations. This position is based out of our Uniontown, Ohio. Remote work however applicant must be able to commute to office location. Essential Duties & Responsibilities • Develop and maintain relationships with referral partners to generate purchase mortgage loan opportunities. • Consult with prospective borrowers to assess financial needs and recommend appropriate mortgage solutions. • Take complete loan applications and collect required documentation. • Pre-qualify and pre-approve borrowers for mortgage financing. • Educate customers on available loan products, rates, terms, and closing costs. • Maintain regular communication with borrowers, referral partners, processors, underwriters, and closing staff throughout the loan process. • Monitor loan pipeline to ensure timely processing and closing of transactions. • Meet or exceed established production and customer service goals. • Ensure compliance with all federal, state, and company lending regulations and policies. • Stay current on mortgage products, industry trends, and market conditions. • Attend networking events and community functions to build and strengthen referral relationships. • Utilize CRM systems to manage leads, referrals, and customer communications. Qualifications • Minimum 2 years of residential mortgage lending experience preferred. • Active NMLS license required. • Proven ability to generate mortgage business through referral-based sales. • Strong understanding of conventional, FHA, VA, USDA, and portfolio loan products. • Excellent communication, relationship-building, and customer service skills. • Strong organizational skills and attention to detail. • Ability to manage multiple loans and deadlines simultaneously. • Proficiency with mortgage origination systems and CRM platforms. Education & Experience • High School Diploma or equivalent required. • Bachelor's degree in Business, Finance, or related field preferred. • Previous experience in mortgage sales, banking, or financial services preferred. Compensation & Benefits • Competitive base salary plus commission structure. • Leads and referral opportunities provided. • Medical, Dental, Vision, Life Insurance, and Disability coverage. • 401(k) with company match. • Paid Time Off and Company Holidays. • Ongoing training and professional development opportunities. Key Success Metrics • Monthly funded loan volume. • Number of purchase loans closed. • Referral partner growth and retention. • Customer satisfaction ratings. • Compliance and quality control standards. Equal Opportunity Employer We are committed to creating a diverse environment and are proud to be an equal opportunity employer.
06/23/2026
Full time
Job Description Job Description Position Summary The Purchase Referral Loan Officer is responsible for originating residential mortgage loans through referral relationships, including past clients, builders, financial advisors, attorneys, and other referral partners. This role focuses primarily on purchase business, guiding borrowers through the mortgage process from application through closing while delivering exceptional customer service and maintaining compliance with all lending regulations. This position is based out of our Uniontown, Ohio. Remote work however applicant must be able to commute to office location. Essential Duties & Responsibilities • Develop and maintain relationships with referral partners to generate purchase mortgage loan opportunities. • Consult with prospective borrowers to assess financial needs and recommend appropriate mortgage solutions. • Take complete loan applications and collect required documentation. • Pre-qualify and pre-approve borrowers for mortgage financing. • Educate customers on available loan products, rates, terms, and closing costs. • Maintain regular communication with borrowers, referral partners, processors, underwriters, and closing staff throughout the loan process. • Monitor loan pipeline to ensure timely processing and closing of transactions. • Meet or exceed established production and customer service goals. • Ensure compliance with all federal, state, and company lending regulations and policies. • Stay current on mortgage products, industry trends, and market conditions. • Attend networking events and community functions to build and strengthen referral relationships. • Utilize CRM systems to manage leads, referrals, and customer communications. Qualifications • Minimum 2 years of residential mortgage lending experience preferred. • Active NMLS license required. • Proven ability to generate mortgage business through referral-based sales. • Strong understanding of conventional, FHA, VA, USDA, and portfolio loan products. • Excellent communication, relationship-building, and customer service skills. • Strong organizational skills and attention to detail. • Ability to manage multiple loans and deadlines simultaneously. • Proficiency with mortgage origination systems and CRM platforms. Education & Experience • High School Diploma or equivalent required. • Bachelor's degree in Business, Finance, or related field preferred. • Previous experience in mortgage sales, banking, or financial services preferred. Compensation & Benefits • Competitive base salary plus commission structure. • Leads and referral opportunities provided. • Medical, Dental, Vision, Life Insurance, and Disability coverage. • 401(k) with company match. • Paid Time Off and Company Holidays. • Ongoing training and professional development opportunities. Key Success Metrics • Monthly funded loan volume. • Number of purchase loans closed. • Referral partner growth and retention. • Customer satisfaction ratings. • Compliance and quality control standards. Equal Opportunity Employer We are committed to creating a diverse environment and are proud to be an equal opportunity employer.
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 Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
06/23/2026
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 Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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 Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
06/23/2026
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 Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
06/19/2026
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.
Job Description Job Description We are seeking an experienced, detail-oriented Senior Escrow Officer to join our growing title company. The Escrow Officer will manage residential and/or commercial real estate transactions from opening through closing while ensuring accuracy, compliance, and exceptional customer service. This role requires strong communication skills, organization, and the ability to coordinate with buyers, sellers, lenders, real estate agents, and attorneys throughout the escrow process. Our offices are located in the City of Chicago. Key Responsibilities Open, process, and close escrow transactions in accordance with company procedures and state regulations Review title commitments, purchase contracts, lender instructions, and closing documents for accuracy and completeness Coordinate with real estate agents, lenders, attorneys, buyers, and sellers to ensure smooth and timely closings Prepare settlement statements, closing disclosures, and escrow documents Manage escrow funds, disbursements, wire transfers, and balancing of files Ensure compliance with all federal, state, underwriter, and company guidelines Resolve title and closing issues in a timely and professional manner Maintain accurate records and documentation throughout the transaction lifecycle Deliver exceptional customer service and maintain strong professional relationships with clients and referral partners Meet closing deadlines while managing multiple transactions simultaneously Qualifications Previous professional escrow or title closing experience preferred Knowledge of real estate closing procedures, title insurance, and escrow regulations Strong understanding of settlement statements, lender documents, and escrow accounting Excellent communication and interpersonal skills Highly organized with strong attention to detail Ability to work in a fast-paced environment and manage multiple files simultaneously Proficiency with title and escrow software systems (SoftPro, ResWare, RamQuest, Qualia, or similar platforms preferred) Notary Public license preferred (if applicable in your state) State escrow license or certification preferred where required Preferred Skills Strong problem-solving and conflict-resolution abilities Ability to build and maintain client relationships Professional demeanor and customer-focused mindset Experience with residential and commercial transactions is a plus Compensation & Benefits Competitive salary based on experience Bonus or commission opportunities Health, dental, and vision insurance Paid time off and holidays Retirement plan options Professional development opportunities
06/19/2026
Full time
Job Description Job Description We are seeking an experienced, detail-oriented Senior Escrow Officer to join our growing title company. The Escrow Officer will manage residential and/or commercial real estate transactions from opening through closing while ensuring accuracy, compliance, and exceptional customer service. This role requires strong communication skills, organization, and the ability to coordinate with buyers, sellers, lenders, real estate agents, and attorneys throughout the escrow process. Our offices are located in the City of Chicago. Key Responsibilities Open, process, and close escrow transactions in accordance with company procedures and state regulations Review title commitments, purchase contracts, lender instructions, and closing documents for accuracy and completeness Coordinate with real estate agents, lenders, attorneys, buyers, and sellers to ensure smooth and timely closings Prepare settlement statements, closing disclosures, and escrow documents Manage escrow funds, disbursements, wire transfers, and balancing of files Ensure compliance with all federal, state, underwriter, and company guidelines Resolve title and closing issues in a timely and professional manner Maintain accurate records and documentation throughout the transaction lifecycle Deliver exceptional customer service and maintain strong professional relationships with clients and referral partners Meet closing deadlines while managing multiple transactions simultaneously Qualifications Previous professional escrow or title closing experience preferred Knowledge of real estate closing procedures, title insurance, and escrow regulations Strong understanding of settlement statements, lender documents, and escrow accounting Excellent communication and interpersonal skills Highly organized with strong attention to detail Ability to work in a fast-paced environment and manage multiple files simultaneously Proficiency with title and escrow software systems (SoftPro, ResWare, RamQuest, Qualia, or similar platforms preferred) Notary Public license preferred (if applicable in your state) State escrow license or certification preferred where required Preferred Skills Strong problem-solving and conflict-resolution abilities Ability to build and maintain client relationships Professional demeanor and customer-focused mindset Experience with residential and commercial transactions is a plus Compensation & Benefits Competitive salary based on experience Bonus or commission opportunities Health, dental, and vision insurance Paid time off and holidays Retirement plan options Professional development opportunities
Job Description Job Description Information Providers, Inc. (IPI) is seeking self-motivated Independent Contractors to join our network of Insurance Inspectors. If you enjoy working outdoors, managing your own schedule, and have an eye for detail, this is the perfect opportunity to grow your own inspection business with the support of an industry leader. What You'll Do As a field inspector, you will conduct underwriting surveys to help insurance companies assess property risks. Your primary tasks include: Property Assessments: Evaluating the condition of residential and commercial structures. Data Collection: Measuring dimensions and identifying building materials and potential hazards. Documentation: Capturing high-quality photos of the property. Reporting: Uploading findings via our streamlined, user-friendly internet platform. Why Partner with IPI? Ultimate Flexibility: You are the boss of your own schedule. Dictate your own routes and work hours to fit your lifestyle. High Volume Potential: We have a consistent flow of inspections available to keep you busy. Competitive Fee-Based Pay: Earn more as you go. Compensation is paid per inspection, with fees varying based on the report type. Professional Support: Access experienced field management and reliable technology to help you succeed. What You'll Need Reliable Transportation: A dependable vehicle for daily field travel. Tech Essentials: A Windows-based computer with high-speed internet and a smartphone for photography. Field Tools: A measuring wheel (standard for the industry). The Right Mindset: You should be a self-starter who is comfortable working outdoors in all seasonal conditions. Ladder: Some of our inspections require a roof inspection. A 16' ladder is required for roof inspections Monopod camera pole: Most inspections require roof photos. If the inspection does not require physically accessing the roof, then at least a 72" or larger monopod camera pole is required. Ready to get started? Take the next step in your independent career today. Apply @ Our IC's are paid on a fee based inspection. The type of inspection dictates the fee given for each report. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services.
06/19/2026
Full time
Job Description Job Description Information Providers, Inc. (IPI) is seeking self-motivated Independent Contractors to join our network of Insurance Inspectors. If you enjoy working outdoors, managing your own schedule, and have an eye for detail, this is the perfect opportunity to grow your own inspection business with the support of an industry leader. What You'll Do As a field inspector, you will conduct underwriting surveys to help insurance companies assess property risks. Your primary tasks include: Property Assessments: Evaluating the condition of residential and commercial structures. Data Collection: Measuring dimensions and identifying building materials and potential hazards. Documentation: Capturing high-quality photos of the property. Reporting: Uploading findings via our streamlined, user-friendly internet platform. Why Partner with IPI? Ultimate Flexibility: You are the boss of your own schedule. Dictate your own routes and work hours to fit your lifestyle. High Volume Potential: We have a consistent flow of inspections available to keep you busy. Competitive Fee-Based Pay: Earn more as you go. Compensation is paid per inspection, with fees varying based on the report type. Professional Support: Access experienced field management and reliable technology to help you succeed. What You'll Need Reliable Transportation: A dependable vehicle for daily field travel. Tech Essentials: A Windows-based computer with high-speed internet and a smartphone for photography. Field Tools: A measuring wheel (standard for the industry). The Right Mindset: You should be a self-starter who is comfortable working outdoors in all seasonal conditions. Ladder: Some of our inspections require a roof inspection. A 16' ladder is required for roof inspections Monopod camera pole: Most inspections require roof photos. If the inspection does not require physically accessing the roof, then at least a 72" or larger monopod camera pole is required. Ready to get started? Take the next step in your independent career today. Apply @ Our IC's are paid on a fee based inspection. The type of inspection dictates the fee given for each report. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services.
Job Description Job Description Information Providers, Inc. (IPI) is seeking self-motivated Independent Contractors to join our network of Insurance Inspectors. If you enjoy working outdoors, managing your own schedule, and have an eye for detail, this is the perfect opportunity to grow your own inspection business with the support of an industry leader. What You'll Do As a field inspector, you will conduct underwriting surveys to help insurance companies assess property risks. Your primary tasks include: Property Assessments: Evaluating the condition of residential and commercial structures. Data Collection: Measuring dimensions and identifying building materials and potential hazards. Documentation: Capturing high-quality photos of the property. Reporting: Uploading findings via our streamlined, user-friendly internet platform. Why Partner with IPI? Ultimate Flexibility: You are the boss of your own schedule. Dictate your own routes and work hours to fit your lifestyle. High Volume Potential: We have a consistent flow of inspections available to keep you busy. Competitive Fee-Based Pay: Earn more as you go. Compensation is paid per inspection, with fees varying based on the report type. Professional Support: Access experienced field management and reliable technology to help you succeed. What You'll Need Reliable Transportation: A dependable vehicle for daily field travel. Tech Essentials: A Windows-based computer with high-speed internet and a smartphone for photography. Field Tools: A measuring wheel (standard for the industry). The Right Mindset: You should be a self-starter who is comfortable working outdoors in all seasonal conditions. Ladder: Some of our inspections require a roof inspection. A 16' ladder is required for roof inspections Monopod camera pole: Most inspections require roof photos. If the inspection does not require physically accessing the roof, then at least a 72" or larger monopod camera pole is required. Ready to get started? Take the next step in your independent career today. Apply @ Our IC's are paid on a fee based inspection. The type of inspection dictates the fee given for each report. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services.
06/19/2026
Full time
Job Description Job Description Information Providers, Inc. (IPI) is seeking self-motivated Independent Contractors to join our network of Insurance Inspectors. If you enjoy working outdoors, managing your own schedule, and have an eye for detail, this is the perfect opportunity to grow your own inspection business with the support of an industry leader. What You'll Do As a field inspector, you will conduct underwriting surveys to help insurance companies assess property risks. Your primary tasks include: Property Assessments: Evaluating the condition of residential and commercial structures. Data Collection: Measuring dimensions and identifying building materials and potential hazards. Documentation: Capturing high-quality photos of the property. Reporting: Uploading findings via our streamlined, user-friendly internet platform. Why Partner with IPI? Ultimate Flexibility: You are the boss of your own schedule. Dictate your own routes and work hours to fit your lifestyle. High Volume Potential: We have a consistent flow of inspections available to keep you busy. Competitive Fee-Based Pay: Earn more as you go. Compensation is paid per inspection, with fees varying based on the report type. Professional Support: Access experienced field management and reliable technology to help you succeed. What You'll Need Reliable Transportation: A dependable vehicle for daily field travel. Tech Essentials: A Windows-based computer with high-speed internet and a smartphone for photography. Field Tools: A measuring wheel (standard for the industry). The Right Mindset: You should be a self-starter who is comfortable working outdoors in all seasonal conditions. Ladder: Some of our inspections require a roof inspection. A 16' ladder is required for roof inspections Monopod camera pole: Most inspections require roof photos. If the inspection does not require physically accessing the roof, then at least a 72" or larger monopod camera pole is required. Ready to get started? Take the next step in your independent career today. Apply @ Our IC's are paid on a fee based inspection. The type of inspection dictates the fee given for each report. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services.
Job Description Job Description Information Providers, Inc. (IPI) is seeking self-motivated Independent Contractors to join our network of Insurance Inspectors. If you enjoy working outdoors, managing your own schedule, and have an eye for detail, this is the perfect opportunity to grow your own inspection business with the support of an industry leader. What You'll Do As a field inspector, you will conduct underwriting surveys to help insurance companies assess property risks. Your primary tasks include: Property Assessments: Evaluating the condition of residential and commercial structures. Data Collection: Measuring dimensions and identifying building materials and potential hazards. Documentation: Capturing high-quality photos of the property. Reporting: Uploading findings via our streamlined, user-friendly internet platform. Why Partner with IPI? Ultimate Flexibility: You are the boss of your own schedule. Dictate your own routes and work hours to fit your lifestyle. High Volume Potential: We have a consistent flow of inspections available to keep you busy. Competitive Fee-Based Pay: Earn more as you go. Compensation is paid per inspection, with fees varying based on the report type. Professional Support: Access experienced field management and reliable technology to help you succeed. What You'll Need Reliable Transportation: A dependable vehicle for daily field travel. Tech Essentials: A Windows-based computer with high-speed internet and a smartphone for photography. Field Tools: A measuring wheel (standard for the industry). The Right Mindset: You should be a self-starter who is comfortable working outdoors in all seasonal conditions. Ladder: Some of our inspections require a roof inspection. A 16' ladder is required for roof inspections Monopod camera pole: Most inspections require roof photos. If the inspection does not require physically accessing the roof, then at least a 72" or larger monopod camera pole is required. Ready to get started? Take the next step in your independent career today. Apply @ Our IC's are paid on a fee based inspection. The type of inspection dictates the fee given for each report. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services.
06/19/2026
Full time
Job Description Job Description Information Providers, Inc. (IPI) is seeking self-motivated Independent Contractors to join our network of Insurance Inspectors. If you enjoy working outdoors, managing your own schedule, and have an eye for detail, this is the perfect opportunity to grow your own inspection business with the support of an industry leader. What You'll Do As a field inspector, you will conduct underwriting surveys to help insurance companies assess property risks. Your primary tasks include: Property Assessments: Evaluating the condition of residential and commercial structures. Data Collection: Measuring dimensions and identifying building materials and potential hazards. Documentation: Capturing high-quality photos of the property. Reporting: Uploading findings via our streamlined, user-friendly internet platform. Why Partner with IPI? Ultimate Flexibility: You are the boss of your own schedule. Dictate your own routes and work hours to fit your lifestyle. High Volume Potential: We have a consistent flow of inspections available to keep you busy. Competitive Fee-Based Pay: Earn more as you go. Compensation is paid per inspection, with fees varying based on the report type. Professional Support: Access experienced field management and reliable technology to help you succeed. What You'll Need Reliable Transportation: A dependable vehicle for daily field travel. Tech Essentials: A Windows-based computer with high-speed internet and a smartphone for photography. Field Tools: A measuring wheel (standard for the industry). The Right Mindset: You should be a self-starter who is comfortable working outdoors in all seasonal conditions. Ladder: Some of our inspections require a roof inspection. A 16' ladder is required for roof inspections Monopod camera pole: Most inspections require roof photos. If the inspection does not require physically accessing the roof, then at least a 72" or larger monopod camera pole is required. Ready to get started? Take the next step in your independent career today. Apply @ Our IC's are paid on a fee based inspection. The type of inspection dictates the fee given for each report. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services. Company Description Headquartered in Hopkins, MN, Information Providers, Inc. (IPI) began business back in 1996, when the owner and CEO founded the company on the notion that customers prefer to do business with a focused and dedicated service provider. Since 1996, our company has grown to 500 employees and we currently operate in 32 states. We are a leading provider of Property & Casualty and Premium Audit information services.
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.
06/18/2026
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 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.
06/18/2026
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.
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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Colorado Springs area. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. 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. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Colorado Springs area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $72,080 - $129,740. 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.
06/18/2026
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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Colorado Springs area. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. 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. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Colorado Springs area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $72,080 - $129,740. 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 As a dedicated Manager of Life Company Acquisition, you will lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. Contributes to the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the resolution of complex operations issues and/or member escalations. Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. Responsible for efficient call center operating model that adheres to employee and member experience KPIs. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of relevant education and/or experience. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. Experience implementing and managing business process improvements. Extensive sales experience in the Health, Life, or Retirement industry. Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080. 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.
06/18/2026
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 As a dedicated Manager of Life Company Acquisition, you will lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. Contributes to the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the resolution of complex operations issues and/or member escalations. Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. Responsible for efficient call center operating model that adheres to employee and member experience KPIs. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of relevant education and/or experience. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. Experience implementing and managing business process improvements. Extensive sales experience in the Health, Life, or Retirement industry. Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080. 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.
Real Estate / Mortgage Loan Originator - Lindale TX Since 1931, Altra Federal Credit Union has been committed to helping members live their best lives by providing trusted financial solutions, personalized services, and a strong focus on community. With a growing presence in Tyler & Lindale, TX market, we are excited to welcome a Real Estate / Mortgage Loan Originator to our Lindale Office, who is passionate about helping members achieve their homeownership goals while building strong relationships in the local real estate market. As a Real Estate / Mortgage Loan Originator, you will play a key role in guiding members through the mortgage process from application to closing while delivering exceptional member experience. Key Responsibilities Originate residential mortgage loans by conducting thorough member interviews and completing accurate loan applications. Build strong relationships with members, realtors, builders, and community partners in the Clarksville market. Act as a liaison between members, internal lending teams, third-party vendors, and secondary market agencies. Collaborate closely with processors, underwriters, and closing teams to ensure timely loan closings. Attend and conduct loan closings. Stay current on mortgage lending regulations, compliance standards, and secondary market guidelines. Embrace new mortgage technology and industry trends to improve efficiency and service. Cross-sell Altra products and services to support members' broader financial needs. Represent Altra professionally within the community and at real estate-related events. Qualifications High school diploma (or equivalent) is required. Bachelor's degree in a business-related field is preferred. 3+ years of lending experience is preferred. Some loan origination experience is preferred and experience with originating mortgage loans for sale to the secondary market, constructions loans and FHA / VA loans would be helpful. Ability to communicate fluently in Spanish, verbally and written, would be a plus. Skills & Abilities Strong sales mindset with excellent interpersonal and communication skills. Proven ability to work independently, prioritize tasks, and manage multiple deadlines. High level of professionalism with a strong commitment to confidentiality and compliance. Working knowledge of Microsoft Office and mortgage lending systems, specifically Encompass. Availability This position is full-time, 40- hours per week, Monday through Friday. Typical hours will be 8:00 a.m. to 5:00 p.m. Will require some flexibility within these hours to attend community events; this could include hours on Saturdays and Sundays, and possibly evening hours. Work Environment This position is located at Altra's Lindale TX office however may work at Tyler TX offices as needed. Pay & Benefits Competitive starting pay, depending on experience, plus participation in monthly incentive plan, and robust benefits package! When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing a language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, paid holidays, and your birthday off (paid)! Employee-only perks and discounts. At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer. PIda60736bc3ea-4961
06/17/2026
Full time
Real Estate / Mortgage Loan Originator - Lindale TX Since 1931, Altra Federal Credit Union has been committed to helping members live their best lives by providing trusted financial solutions, personalized services, and a strong focus on community. With a growing presence in Tyler & Lindale, TX market, we are excited to welcome a Real Estate / Mortgage Loan Originator to our Lindale Office, who is passionate about helping members achieve their homeownership goals while building strong relationships in the local real estate market. As a Real Estate / Mortgage Loan Originator, you will play a key role in guiding members through the mortgage process from application to closing while delivering exceptional member experience. Key Responsibilities Originate residential mortgage loans by conducting thorough member interviews and completing accurate loan applications. Build strong relationships with members, realtors, builders, and community partners in the Clarksville market. Act as a liaison between members, internal lending teams, third-party vendors, and secondary market agencies. Collaborate closely with processors, underwriters, and closing teams to ensure timely loan closings. Attend and conduct loan closings. Stay current on mortgage lending regulations, compliance standards, and secondary market guidelines. Embrace new mortgage technology and industry trends to improve efficiency and service. Cross-sell Altra products and services to support members' broader financial needs. Represent Altra professionally within the community and at real estate-related events. Qualifications High school diploma (or equivalent) is required. Bachelor's degree in a business-related field is preferred. 3+ years of lending experience is preferred. Some loan origination experience is preferred and experience with originating mortgage loans for sale to the secondary market, constructions loans and FHA / VA loans would be helpful. Ability to communicate fluently in Spanish, verbally and written, would be a plus. Skills & Abilities Strong sales mindset with excellent interpersonal and communication skills. Proven ability to work independently, prioritize tasks, and manage multiple deadlines. High level of professionalism with a strong commitment to confidentiality and compliance. Working knowledge of Microsoft Office and mortgage lending systems, specifically Encompass. Availability This position is full-time, 40- hours per week, Monday through Friday. Typical hours will be 8:00 a.m. to 5:00 p.m. Will require some flexibility within these hours to attend community events; this could include hours on Saturdays and Sundays, and possibly evening hours. Work Environment This position is located at Altra's Lindale TX office however may work at Tyler TX offices as needed. Pay & Benefits Competitive starting pay, depending on experience, plus participation in monthly incentive plan, and robust benefits package! When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing a language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, paid holidays, and your birthday off (paid)! Employee-only perks and discounts. At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer. PIda60736bc3ea-4961
This recruitment will remain open until filled . The agency reserves the right to make a hiring decision at any time after the initial screening date on May 28, 2026. It is in the applicant's best interest to submit materials as soon as possible. Make a Difference: Protect Consumers & Join Our Dynamic Team! The Office of the Insurance Commissioner (OIC) seeks a qualified individual for the Company Licensing and Compliance Examiner - FPA 4 position. This role is within the Company Supervision Division and is based out of our Tumwater Office. We are an employer of choice! Here's why: Meaningful work: Ensure a healthy insurance market & protect Washington consumers. Impactful career: Make a daily difference in the lives of countless Washingtonians. Small agency, big opportunities: Gain a holistic understanding of our mission and build strong relationships with colleagues. Diversity, equity, and inclusion: OIC is committed to ensuring that all employees enjoy a respectful, safe, and supportive working environment - by fostering the inclusion of people from all backgrounds, cultures, and attributes. About the Position The Washington State Office of the Insurance Commissioner (OIC) is seeking a highly skilled and analytical professional to serve as a Company Licensing & Compliance Examiner (FPA4) within the Company Supervision Division. In this critical role, you will serve as a subject matter expert responsible for conducting complex financial, operational, and regulatory analyses of insurance companies and auxiliary (non-insurance) entities seeking authorization to operate in Washington state. This position plays a vital role in advancing the OIC's mission to protect consumers, the public interest, and Washington's economy through fair and efficient regulation of the insurance industry. By ensuring insurers and regulated entities meet rigorous statutory, financial, and professional standards, you will help safeguard the integrity and stability of Washington's insurance marketplace. Reporting to the Company Licensing & Compliance Manager, this role independently evaluates highly technical licensing applications, assesses financial solvency and operational compliance, and ensures adherence to state laws, federal requirements, and National Association of Insurance Commissioners (NAIC) accreditation standards. The position also serves as a trusted advisor and representative of the agency in regulatory discussions, hearings, and compliance matters. This is an exciting opportunity for a professional who thrives in complex regulatory environments, enjoys detailed financial analysis, and is passionate about public service and consumer protection. This recruitment may be used to establish a qualified pool of candidates for Functional Program Analyst 4 (FPA4) vacancies in the next sixty days. This is a Washington General Service position. The monthly salary range for this position is $5,666 - $7,622. Benefits & Perks Comprehensive benefits package: Health, dental, vision, retirement, paid leave (vacation, sick, etc.) and much more! Supportive work environment: We value diversity, professional growth, and collaborative atmosphere. Wellness programs: Invest in your well-being with on-site resources and initiatives. Work-life balance: Flexible schedules with telework opportunities. Public service fulfillment: Contribute to a cause that matters and feel the satisfaction of serving the public good. Training & Development: Continuously learn and grow with tuition reimbursement, Public Service Loan Forgiveness, and other programs. Free parking (Tumwater) & Public transportation pass (Thurston County): Save on commuting costs. And more! Explore our website for additional benefits: The duties of the position include but are not limited to: Conduct complex and highly technical reviews and analyses of insurance company and auxiliary company licensing applications to ensure compliance with Washington state laws, federal regulations, and NAIC accreditation standards. Evaluate financial solvency, capitalization, corporate structure, business operations, and regulatory filings to determine eligibility for licensure or registration. Analyze financial statements, risk-based capital projections, debt-to-equity ratios, premium ratios, business plans, and other financial and operational documentation to assess regulatory compliance and financial integrity. Prepare detailed analytical recommendations regarding approval or disapproval of company licensure, registration, and corporate amendment filings. Ensure licensing and compliance reviews are completed accurately, efficiently, and within required statutory and accreditation timelines. Serve as a subject matter expert on company licensing requirements and provide technical guidance to agency staff, regulated entities, attorneys, and other stakeholders. Represent the Office of the Insurance Commissioner in hearings, regulatory discussions, and other legal or compliance-related proceedings. Conduct complex compliance reviews and investigations involving insurer operations, corporate amendments, and regulatory filings to ensure compliance with RCWs and WACs. Identify potential violations of insurance laws and regulations, prepare enforcement referrals, and provide supporting documentation for regulatory action. Provide mentorship, training support, and technical assistance to licensing analysts and contribute to the development and improvement of agency procedures and processes. Contact Us: For inquiries about this position and its full duties, please contact us at and add the requisition number 6 and the job name to the subject line of your email. Required Qualifications: Seven (7) years of progressively responsible professional work experience in the insurance industry, financial oversight, or regulatory compliance. Experience should include substantive work involving financial analysis, solvency monitoring, audit or examination functions, or financial operations within a regulated entity. Relevant experience may include roles such as financial examiner, senior underwriter, financial analyst, accountant, auditor, or comparable positions at an insurance company, bank, savings and loan association, investment firm, or at a municipal, state, or federal regulatory agency. AND Intermediate skill level with Microsoft Office - Word, Excel, Outlook. AND Basic skills with Adobe Acrobat. A degree in accounting, business administration, economics,finance or related field from an accredited institution whose accreditation is recognized by the U.S. Department of Education or the Council of Higher Education Accreditation, or a foreign equivalent may be substituted for relevant experience. Proof of degree may berequired prior to employment. If a degree was awarded outside of the United States, candidates must provide a credential evaluation report. Academic Degree Equivalency Chart Degree Years of Relevant Experience Equivalency Associate's Degree 2 years of experience Bachelor's Degree 4 years of experience Master's Degree 5 years of experience Preferred/Desired Qualifications: Prior experience as a Functional Program Analyst 3 with the Washington Office of the Insurance Commissioner (OIC), particularly with responsibilities involving financial analysis, financial examinations, solvency monitoring, contract analysis, or licensing review for insurers or regulated entities; or comparable experience at another state insurance department. Demonstrated experience in financial oversight of regulated entities, including: Reviewing financial statements prepared under SAP or GAAP Conducting financial trend analysis and ratio analysis Evaluating risk-based capital, actuarial opinions, or ORSA filings Assessing financial risks associated with contracts, reinsurance agreements, or service agreements Experience conducting or supporting financial examinations, market conduct analysis/examinations with financial components, or internal audits involving financial controls or compliance. Two (2) or more years of work experience in accounting, banking, auditing, or financial services. Experience reviewing or interpreting complex insurance contracts, provider agreements, rate filings, or similar documents to determine financial and regulatory compliance. A master's degree in accounting, finance, economics, or business administration. Industry professional designations, such as, Accredited Financial Examiner (AFE), Chartered Property Casualty Underwriter (CPCU), Fellow Life Management Institute (FLMI), Certified Insurance Examiner (CIE), Accredited Insurance Examiner (AIE), Associate, Insurance Regulatory Compliance (AIRC), Associate Professional in Insurance Regulation (APIR), or Professional in Insurance Regulation (PIR). Ready to join us? Learn more about the OIC by visiting our website. We encourage you to check out our video below and listen to what our employees have to say about working here! Welcome to the OIC Submit your application today and take the first step towards a rewarding career at the OIC! . click apply for full job details
06/14/2026
Full time
This recruitment will remain open until filled . The agency reserves the right to make a hiring decision at any time after the initial screening date on May 28, 2026. It is in the applicant's best interest to submit materials as soon as possible. Make a Difference: Protect Consumers & Join Our Dynamic Team! The Office of the Insurance Commissioner (OIC) seeks a qualified individual for the Company Licensing and Compliance Examiner - FPA 4 position. This role is within the Company Supervision Division and is based out of our Tumwater Office. We are an employer of choice! Here's why: Meaningful work: Ensure a healthy insurance market & protect Washington consumers. Impactful career: Make a daily difference in the lives of countless Washingtonians. Small agency, big opportunities: Gain a holistic understanding of our mission and build strong relationships with colleagues. Diversity, equity, and inclusion: OIC is committed to ensuring that all employees enjoy a respectful, safe, and supportive working environment - by fostering the inclusion of people from all backgrounds, cultures, and attributes. About the Position The Washington State Office of the Insurance Commissioner (OIC) is seeking a highly skilled and analytical professional to serve as a Company Licensing & Compliance Examiner (FPA4) within the Company Supervision Division. In this critical role, you will serve as a subject matter expert responsible for conducting complex financial, operational, and regulatory analyses of insurance companies and auxiliary (non-insurance) entities seeking authorization to operate in Washington state. This position plays a vital role in advancing the OIC's mission to protect consumers, the public interest, and Washington's economy through fair and efficient regulation of the insurance industry. By ensuring insurers and regulated entities meet rigorous statutory, financial, and professional standards, you will help safeguard the integrity and stability of Washington's insurance marketplace. Reporting to the Company Licensing & Compliance Manager, this role independently evaluates highly technical licensing applications, assesses financial solvency and operational compliance, and ensures adherence to state laws, federal requirements, and National Association of Insurance Commissioners (NAIC) accreditation standards. The position also serves as a trusted advisor and representative of the agency in regulatory discussions, hearings, and compliance matters. This is an exciting opportunity for a professional who thrives in complex regulatory environments, enjoys detailed financial analysis, and is passionate about public service and consumer protection. This recruitment may be used to establish a qualified pool of candidates for Functional Program Analyst 4 (FPA4) vacancies in the next sixty days. This is a Washington General Service position. The monthly salary range for this position is $5,666 - $7,622. Benefits & Perks Comprehensive benefits package: Health, dental, vision, retirement, paid leave (vacation, sick, etc.) and much more! Supportive work environment: We value diversity, professional growth, and collaborative atmosphere. Wellness programs: Invest in your well-being with on-site resources and initiatives. Work-life balance: Flexible schedules with telework opportunities. Public service fulfillment: Contribute to a cause that matters and feel the satisfaction of serving the public good. Training & Development: Continuously learn and grow with tuition reimbursement, Public Service Loan Forgiveness, and other programs. Free parking (Tumwater) & Public transportation pass (Thurston County): Save on commuting costs. And more! Explore our website for additional benefits: The duties of the position include but are not limited to: Conduct complex and highly technical reviews and analyses of insurance company and auxiliary company licensing applications to ensure compliance with Washington state laws, federal regulations, and NAIC accreditation standards. Evaluate financial solvency, capitalization, corporate structure, business operations, and regulatory filings to determine eligibility for licensure or registration. Analyze financial statements, risk-based capital projections, debt-to-equity ratios, premium ratios, business plans, and other financial and operational documentation to assess regulatory compliance and financial integrity. Prepare detailed analytical recommendations regarding approval or disapproval of company licensure, registration, and corporate amendment filings. Ensure licensing and compliance reviews are completed accurately, efficiently, and within required statutory and accreditation timelines. Serve as a subject matter expert on company licensing requirements and provide technical guidance to agency staff, regulated entities, attorneys, and other stakeholders. Represent the Office of the Insurance Commissioner in hearings, regulatory discussions, and other legal or compliance-related proceedings. Conduct complex compliance reviews and investigations involving insurer operations, corporate amendments, and regulatory filings to ensure compliance with RCWs and WACs. Identify potential violations of insurance laws and regulations, prepare enforcement referrals, and provide supporting documentation for regulatory action. Provide mentorship, training support, and technical assistance to licensing analysts and contribute to the development and improvement of agency procedures and processes. Contact Us: For inquiries about this position and its full duties, please contact us at and add the requisition number 6 and the job name to the subject line of your email. Required Qualifications: Seven (7) years of progressively responsible professional work experience in the insurance industry, financial oversight, or regulatory compliance. Experience should include substantive work involving financial analysis, solvency monitoring, audit or examination functions, or financial operations within a regulated entity. Relevant experience may include roles such as financial examiner, senior underwriter, financial analyst, accountant, auditor, or comparable positions at an insurance company, bank, savings and loan association, investment firm, or at a municipal, state, or federal regulatory agency. AND Intermediate skill level with Microsoft Office - Word, Excel, Outlook. AND Basic skills with Adobe Acrobat. A degree in accounting, business administration, economics,finance or related field from an accredited institution whose accreditation is recognized by the U.S. Department of Education or the Council of Higher Education Accreditation, or a foreign equivalent may be substituted for relevant experience. Proof of degree may berequired prior to employment. If a degree was awarded outside of the United States, candidates must provide a credential evaluation report. Academic Degree Equivalency Chart Degree Years of Relevant Experience Equivalency Associate's Degree 2 years of experience Bachelor's Degree 4 years of experience Master's Degree 5 years of experience Preferred/Desired Qualifications: Prior experience as a Functional Program Analyst 3 with the Washington Office of the Insurance Commissioner (OIC), particularly with responsibilities involving financial analysis, financial examinations, solvency monitoring, contract analysis, or licensing review for insurers or regulated entities; or comparable experience at another state insurance department. Demonstrated experience in financial oversight of regulated entities, including: Reviewing financial statements prepared under SAP or GAAP Conducting financial trend analysis and ratio analysis Evaluating risk-based capital, actuarial opinions, or ORSA filings Assessing financial risks associated with contracts, reinsurance agreements, or service agreements Experience conducting or supporting financial examinations, market conduct analysis/examinations with financial components, or internal audits involving financial controls or compliance. Two (2) or more years of work experience in accounting, banking, auditing, or financial services. Experience reviewing or interpreting complex insurance contracts, provider agreements, rate filings, or similar documents to determine financial and regulatory compliance. A master's degree in accounting, finance, economics, or business administration. Industry professional designations, such as, Accredited Financial Examiner (AFE), Chartered Property Casualty Underwriter (CPCU), Fellow Life Management Institute (FLMI), Certified Insurance Examiner (CIE), Accredited Insurance Examiner (AIE), Associate, Insurance Regulatory Compliance (AIRC), Associate Professional in Insurance Regulation (APIR), or Professional in Insurance Regulation (PIR). Ready to join us? Learn more about the OIC by visiting our website. We encourage you to check out our video below and listen to what our employees have to say about working here! Welcome to the OIC Submit your application today and take the first step towards a rewarding career at the OIC! . click apply for full job details
