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 Real Estate Processor II, you are responsible for managing mortgage loans through the fulfillment process from application submission to final decision. You verify the accuracy and completeness of loan documentation, ensure compliance with applicable regulations and investor requirements, and maintain a high standard of quality throughout the process. By building effective partnerships with internal teams and external stakeholders, you help drive timely loan decisions while providing an exceptional experience for our members through proactive communication and diligent pipeline management. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in Tampa, FL. Relocation assistance is not available for this position. What you'll do: Performs all processing, pre-underwriting, and pre-closing tasks required to proactively manage a pipeline of mortgage loan files from receipt in processing to final disposition. Processes VA or Conventional loan applications and receives Jumbo and New Construction loans to initiate processing with peer assistance. Verifies accuracy and adherence to investor guidelines of all documents required for a complete submission to Underwriting. Ensures timely submission for redisclosure when a change in circumstance occurs to prevent cures and lender monetary losses. Responsible for timely response to all member and third-party inquiries and adherence to all contact routines. Consistently meets target service level objectives for dispositioning a minimum percentage of starting month's pipeline. Meets or exceeds team's monthly performance goals to include production, quality, and member satisfaction. Initiates follow-up phone calls to members and third parties to obtain necessary loan documentation, title, credit, and/or collateral information. Meets stated objectives for quality submissions to Underwriting. Maintains proactive review of pipeline to ensure that rate locks do not expire and lender paid rate locks do not exceed maximum dollar threshold set by management. Meets quality objectives for Final Approval status and maintains minimum threshold for Underwriting re-finals. Coordinates closings with all parties and assists with post-closing follow-up, as applicable. Seeks guidance from team members for problem resolution and escalates where appropriate. Completes all compliance courses and mortgage product training and assessments, required by the business. Builds strong foundational skills in real estate mortgage lending. Ensures adherence and compliance with all state, federal and investor guidelines and regulations 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. 1 year of customer service experience. Acquisition and maintenance of NMLS registration and any other applicable licenses/state registrations as required. What sets you apart: Active NMLS registration Experience handling inbound and outbound customer interactions Bachelor's degree or equivalent work experience Experience de-escalating customer concerns and resolving issues professionally Real estate, mortgage, banking, or financial services experience US military experience gained through military service or gained as a military spouse / domestic partner In addition to other USAA applicant screenings, individuals hired for this position must be federally registered on the National Mortgage and Licensing System Registry (NMLSR) after being hired. The NMLSR will require you to provide identification information, financial services related employment history, and disclose certain criminal, civil judicial or regulatory/licensing actions that have been brought against you. It also requires that you be fingerprinted for an FBI background check. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. 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.
09/12/2026
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 Real Estate Processor II, you are responsible for managing mortgage loans through the fulfillment process from application submission to final decision. You verify the accuracy and completeness of loan documentation, ensure compliance with applicable regulations and investor requirements, and maintain a high standard of quality throughout the process. By building effective partnerships with internal teams and external stakeholders, you help drive timely loan decisions while providing an exceptional experience for our members through proactive communication and diligent pipeline management. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in Tampa, FL. Relocation assistance is not available for this position. What you'll do: Performs all processing, pre-underwriting, and pre-closing tasks required to proactively manage a pipeline of mortgage loan files from receipt in processing to final disposition. Processes VA or Conventional loan applications and receives Jumbo and New Construction loans to initiate processing with peer assistance. Verifies accuracy and adherence to investor guidelines of all documents required for a complete submission to Underwriting. Ensures timely submission for redisclosure when a change in circumstance occurs to prevent cures and lender monetary losses. Responsible for timely response to all member and third-party inquiries and adherence to all contact routines. Consistently meets target service level objectives for dispositioning a minimum percentage of starting month's pipeline. Meets or exceeds team's monthly performance goals to include production, quality, and member satisfaction. Initiates follow-up phone calls to members and third parties to obtain necessary loan documentation, title, credit, and/or collateral information. Meets stated objectives for quality submissions to Underwriting. Maintains proactive review of pipeline to ensure that rate locks do not expire and lender paid rate locks do not exceed maximum dollar threshold set by management. Meets quality objectives for Final Approval status and maintains minimum threshold for Underwriting re-finals. Coordinates closings with all parties and assists with post-closing follow-up, as applicable. Seeks guidance from team members for problem resolution and escalates where appropriate. Completes all compliance courses and mortgage product training and assessments, required by the business. Builds strong foundational skills in real estate mortgage lending. Ensures adherence and compliance with all state, federal and investor guidelines and regulations 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. 1 year of customer service experience. Acquisition and maintenance of NMLS registration and any other applicable licenses/state registrations as required. What sets you apart: Active NMLS registration Experience handling inbound and outbound customer interactions Bachelor's degree or equivalent work experience Experience de-escalating customer concerns and resolving issues professionally Real estate, mortgage, banking, or financial services experience US military experience gained through military service or gained as a military spouse / domestic partner In addition to other USAA applicant screenings, individuals hired for this position must be federally registered on the National Mortgage and Licensing System Registry (NMLSR) after being hired. The NMLSR will require you to provide identification information, financial services related employment history, and disclose certain criminal, civil judicial or regulatory/licensing actions that have been brought against you. It also requires that you be fingerprinted for an FBI background check. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. 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 As a Real Estate Processor II, you are responsible for managing mortgage loans through the fulfillment process from application submission to final decision. You verify the accuracy and completeness of loan documentation, ensure compliance with applicable regulations and investor requirements, and maintain a high standard of quality throughout the process. By building effective partnerships with internal teams and external stakeholders, you help drive timely loan decisions while providing an exceptional experience for our members through proactive communication and diligent pipeline management. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in Phoenix, AZ. Relocation assistance is not available for this position. What you'll do: Performs all processing, pre-underwriting, and pre-closing tasks required to proactively manage a pipeline of mortgage loan files from receipt in processing to final disposition. Processes VA or Conventional loan applications and receives Jumbo and New Construction loans to initiate processing with peer assistance. Verifies accuracy and adherence to investor guidelines of all documents required for a complete submission to Underwriting. Ensures timely submission for redisclosure when a change in circumstance occurs to prevent cures and lender monetary losses. Responsible for timely response to all member and third-party inquiries and adherence to all contact routines. Consistently meets target service level objectives for dispositioning a minimum percentage of starting month's pipeline. Meets or exceeds team's monthly performance goals to include production, quality, and member satisfaction. Initiates follow-up phone calls to members and third parties to obtain necessary loan documentation, title, credit, and/or collateral information. Meets stated objectives for quality submissions to Underwriting. Maintains proactive review of pipeline to ensure that rate locks do not expire and lender paid rate locks do not exceed maximum dollar threshold set by management. Meets quality objectives for Final Approval status and maintains minimum threshold for Underwriting re-finals. Coordinates closings with all parties and assists with post-closing follow-up, as applicable. Seeks guidance from team members for problem resolution and escalates where appropriate. Completes all compliance courses and mortgage product training and assessments, required by the business. Builds strong foundational skills in real estate mortgage lending. Ensures adherence and compliance with all state, federal and investor guidelines and regulations 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. 1 year of customer service experience. Acquisition and maintenance of NMLS registration and any other applicable licenses/state registrations as required. What sets you apart: Active NMLS registration Experience handling inbound and outbound customer interactions Bachelor's degree or equivalent work experience Experience de-escalating customer concerns and resolving issues professionally Real estate, mortgage, banking, or financial services experience US military experience gained through military service or gained as a military spouse / domestic partner In addition to other USAA applicant screenings, individuals hired for this position must be federally registered on the National Mortgage and Licensing System Registry (NMLSR) after being hired. The NMLSR will require you to provide identification information, financial services related employment history, and disclose certain criminal, civil judicial or regulatory/licensing actions that have been brought against you. It also requires that you be fingerprinted for an FBI background check. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. 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.
09/12/2026
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 Real Estate Processor II, you are responsible for managing mortgage loans through the fulfillment process from application submission to final decision. You verify the accuracy and completeness of loan documentation, ensure compliance with applicable regulations and investor requirements, and maintain a high standard of quality throughout the process. By building effective partnerships with internal teams and external stakeholders, you help drive timely loan decisions while providing an exceptional experience for our members through proactive communication and diligent pipeline management. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in Phoenix, AZ. Relocation assistance is not available for this position. What you'll do: Performs all processing, pre-underwriting, and pre-closing tasks required to proactively manage a pipeline of mortgage loan files from receipt in processing to final disposition. Processes VA or Conventional loan applications and receives Jumbo and New Construction loans to initiate processing with peer assistance. Verifies accuracy and adherence to investor guidelines of all documents required for a complete submission to Underwriting. Ensures timely submission for redisclosure when a change in circumstance occurs to prevent cures and lender monetary losses. Responsible for timely response to all member and third-party inquiries and adherence to all contact routines. Consistently meets target service level objectives for dispositioning a minimum percentage of starting month's pipeline. Meets or exceeds team's monthly performance goals to include production, quality, and member satisfaction. Initiates follow-up phone calls to members and third parties to obtain necessary loan documentation, title, credit, and/or collateral information. Meets stated objectives for quality submissions to Underwriting. Maintains proactive review of pipeline to ensure that rate locks do not expire and lender paid rate locks do not exceed maximum dollar threshold set by management. Meets quality objectives for Final Approval status and maintains minimum threshold for Underwriting re-finals. Coordinates closings with all parties and assists with post-closing follow-up, as applicable. Seeks guidance from team members for problem resolution and escalates where appropriate. Completes all compliance courses and mortgage product training and assessments, required by the business. Builds strong foundational skills in real estate mortgage lending. Ensures adherence and compliance with all state, federal and investor guidelines and regulations 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. 1 year of customer service experience. Acquisition and maintenance of NMLS registration and any other applicable licenses/state registrations as required. What sets you apart: Active NMLS registration Experience handling inbound and outbound customer interactions Bachelor's degree or equivalent work experience Experience de-escalating customer concerns and resolving issues professionally Real estate, mortgage, banking, or financial services experience US military experience gained through military service or gained as a military spouse / domestic partner In addition to other USAA applicant screenings, individuals hired for this position must be federally registered on the National Mortgage and Licensing System Registry (NMLSR) after being hired. The NMLSR will require you to provide identification information, financial services related employment history, and disclose certain criminal, civil judicial or regulatory/licensing actions that have been brought against you. It also requires that you be fingerprinted for an FBI background check. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. 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.
IH Mississippi Valley Credit Union
Moline, Illinois
Job Description Job Description Join Our Team as a Commercial Credit Analyst at IHMVCU! At IHMVCU, we're committed to delivering personalized, community-centered financial solutions that help our members achieve their goals. We believe in the power of relationships and the importance of making a meaningful impact in the communities we serve. This role will join an experienced team of commercial credit analysts, processors and lenders that balance risk with member needs. With a strong loan portfolio, we are in need of someone with three to five years of commercial experience. The team is located at our beautiful headquarters located on River Drive in Moline. EXPERIENCE REQUIRED: Bachelor's Degree in Business or Finance (combination of education and prior experience may be substituted in lieu of degree.)Minimum of 3-5 years' experience in financial statement analysis, credit analysis or commercial lending support function.Acute accuracy and exceptional attention to details are essentialSolid written and verbal communication skillsAbility to work collaboratively in a team environmentMain Responsibilities:Prepares comprehensive Loan Presentation Summaries and Annual reviews, in support of underwriting and monitoring, working in cooperation with lenders. This includes the preparation of related documents including; Member account relationships, Risk Rating assessments, financial statement spreadsheets and performs credit investigations.Utilizes available software and spreadsheets to analyze applicant financial status, credit standing and capabilities, cash flow, repayment sources analysis, industry comparable ratios, and collateral evaluations to prepare a complete and accurate loan presentation.Prioritizes loan presentation preparation through the work in progress log, reviewing the list for new requests, loan renewals and annual reviews.Establishes and maintains a system and process for requesting and tracking financial statements and other required financial related underwriting documents, income tax returns, personal financial statements, site visits, etc.Assist portfolio monitoring via preparation of various reports, including:Monthly Watch report summary - assist lenders in compiling monthly updates to the individual Action Plans and prepares summary Monthly Watch reports from these action plan updates.Prepares register by risk ratings from monthly loan list. Provides weekly future maturity report to lenders to initiate the request of financial information for the renewal/annual review process.Insures all loans are risk rated annually.Performs internal appraisal reviews for all MBL appraisals obtained per MBL loan policy.Supports efforts to provide compliance with the environmental policy regarding collateral evaluation with obtaining environmental screening reports where appropriate per policy.Assist with the development and monitoring of industry portfolio risk by instituting SIC/NAICS coding on all loans.Collects, organizes, prepares, and distributes all agendas and loan presentations/Watch Loan action plans/summary reports for the weekly loan committee meetings and the monthly Loan Watch Committee meetings. In addition, maintains the official records of those meetings by completing meeting minutes and maintaining the official records. Underwrites business loan decisions for loan requests that are less than $50,000 in total loan exposure, with a decision recommendation being presented to the Loan Officers/Sr. Loan Officers. Being a team member of IHMVCU is more than just a job, we want to make differences in the communities we live in and serve. Check out our careers page for more information including benefits Final compensation will be determined by various factors such as experience, specific skills and internal pay equity.Move Up your career at IHMVCU with this great opportunity! PHYSICAL REQUIREMENTS: Sitting: Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oral communication and making fine discriminations in sound.Finger, handle, touch: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Applying pressure to an object with the fingers and palm.Lifting Demands: Up to 10 lbs.Visual Demands: Visual acuity to do things such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Ability to identify and distinguish colors.
09/11/2026
Full time
Job Description Job Description Join Our Team as a Commercial Credit Analyst at IHMVCU! At IHMVCU, we're committed to delivering personalized, community-centered financial solutions that help our members achieve their goals. We believe in the power of relationships and the importance of making a meaningful impact in the communities we serve. This role will join an experienced team of commercial credit analysts, processors and lenders that balance risk with member needs. With a strong loan portfolio, we are in need of someone with three to five years of commercial experience. The team is located at our beautiful headquarters located on River Drive in Moline. EXPERIENCE REQUIRED: Bachelor's Degree in Business or Finance (combination of education and prior experience may be substituted in lieu of degree.)Minimum of 3-5 years' experience in financial statement analysis, credit analysis or commercial lending support function.Acute accuracy and exceptional attention to details are essentialSolid written and verbal communication skillsAbility to work collaboratively in a team environmentMain Responsibilities:Prepares comprehensive Loan Presentation Summaries and Annual reviews, in support of underwriting and monitoring, working in cooperation with lenders. This includes the preparation of related documents including; Member account relationships, Risk Rating assessments, financial statement spreadsheets and performs credit investigations.Utilizes available software and spreadsheets to analyze applicant financial status, credit standing and capabilities, cash flow, repayment sources analysis, industry comparable ratios, and collateral evaluations to prepare a complete and accurate loan presentation.Prioritizes loan presentation preparation through the work in progress log, reviewing the list for new requests, loan renewals and annual reviews.Establishes and maintains a system and process for requesting and tracking financial statements and other required financial related underwriting documents, income tax returns, personal financial statements, site visits, etc.Assist portfolio monitoring via preparation of various reports, including:Monthly Watch report summary - assist lenders in compiling monthly updates to the individual Action Plans and prepares summary Monthly Watch reports from these action plan updates.Prepares register by risk ratings from monthly loan list. Provides weekly future maturity report to lenders to initiate the request of financial information for the renewal/annual review process.Insures all loans are risk rated annually.Performs internal appraisal reviews for all MBL appraisals obtained per MBL loan policy.Supports efforts to provide compliance with the environmental policy regarding collateral evaluation with obtaining environmental screening reports where appropriate per policy.Assist with the development and monitoring of industry portfolio risk by instituting SIC/NAICS coding on all loans.Collects, organizes, prepares, and distributes all agendas and loan presentations/Watch Loan action plans/summary reports for the weekly loan committee meetings and the monthly Loan Watch Committee meetings. In addition, maintains the official records of those meetings by completing meeting minutes and maintaining the official records. Underwrites business loan decisions for loan requests that are less than $50,000 in total loan exposure, with a decision recommendation being presented to the Loan Officers/Sr. Loan Officers. Being a team member of IHMVCU is more than just a job, we want to make differences in the communities we live in and serve. Check out our careers page for more information including benefits Final compensation will be determined by various factors such as experience, specific skills and internal pay equity.Move Up your career at IHMVCU with this great opportunity! PHYSICAL REQUIREMENTS: Sitting: Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oral communication and making fine discriminations in sound.Finger, handle, touch: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Applying pressure to an object with the fingers and palm.Lifting Demands: Up to 10 lbs.Visual Demands: Visual acuity to do things such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Ability to identify and distinguish colors.
Starting Salary: $65K (Negotiable upon experience) Basic Qualifications Education/Training: High School diploma or equivalent required. Minimum of three (3) to five (5) years of experience in residential mortgage processing or a similar professional office environment required. Basic working knowledge of the mortgage industry and applicable regulations required. Skill(s): Proficient in English, reading, writing, grammar, and mathematics skills; proficient verbal and interpersonal communication skills; strong time management skills; proficient PC skills including Microsoft Office and Encompass 360 (or comparable LOS); thorough knowledge of Bank products and services; ability to manage multiple tasks in a fast-paced, changing environment with professionalism and courtesy; excellent analytical, reasoning, and organizational skills; detail-oriented with high accuracy; working knowledge of RESPA, TILA, and HMDA disclosure timing requirements. Experience: A minimum of three (3) to five (5) years of residential mortgage processing experience required. General Responsibilities Responsible for assembling, verifying, and processing residential and consumer loan applications from application through closing in compliance with Bank policy and applicable regulations; coordinating work within the department and with other departments; complying with operating policies and procedures established for the loan processing function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Essential Duties Processes residential and consumer loan applications from application through closing to ensure a complete, compliant, and investor-ready loan file, of which the following are illustrative: Reviews loan applications entered into the applicable lending system for completeness and accuracy. Collects and reviews supporting documentation, including income, asset, and credit documentation. Examines loan documentation for accuracy and completeness prior to submission to Underwriting. Issues Loan Estimates and other required disclosures in accordance with applicable compliance regulations and timing requirements. Orders the appraisal upon receipt of a signed intent to proceed. Orders flood hazard certifications and IRS Form 4506-T tax transcripts. Assists in resolving mortgage application issues with investors, outside vendors, and software providers. Assists Underwriting in clearing approval conditions and preparing the file for final underwriting decision. Verifies that required closing documentation is complete and accurate in the file. Completes flood determination worksheets and verifies flood and hazard insurance coverage to ensure adequate coverage of the subject property. Coordinates with Closing to create a seamless closing process for the customer. Oversees and performs certain secondary market functions, including tracking and communicating rate lock information. Prepares and submits files to the secondary market investor, as applicable. Provides excellent customer service to Loan Officers, and internal and external customers, while fostering cooperation with other departments to ensure efficient, professional residential and consumer loan processing and closings. Assists Bank staff and customers with questions regarding residential and consumer loan requirements and processes. Tracks loans on a monthly basis for Loan Policy Exceptions (LPE), Community Reinvestment Act (CRA) loans, Home Mortgage Disclosure Act (HMDA) loans, and withdrawn and denied loans. Oversees individual file compliance with FDIC guidelines for RESPA, TILA, HMDA, and other applicable regulatory requirements. Completes all internal, Bank-required, and investor-required compliance training courses. 2. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. 3. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements. 4. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information. 5. C ommunicates with management and staff personnel in order to integrate goals and activities. 6. Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy. 7. Maintains appropriate records and provides assigned reports. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Job Location Residential & Consumer Lending 1700 Avenue of the States Suite 301 Lakewood, NJ 08701 Equipment/Machines Telephone PC/Computer keyboard Printer Copy machine Fax machine Scanner First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Compensation details: 0 Yearly Salary PIbffa1ce368d3-6975
09/11/2026
Full time
Starting Salary: $65K (Negotiable upon experience) Basic Qualifications Education/Training: High School diploma or equivalent required. Minimum of three (3) to five (5) years of experience in residential mortgage processing or a similar professional office environment required. Basic working knowledge of the mortgage industry and applicable regulations required. Skill(s): Proficient in English, reading, writing, grammar, and mathematics skills; proficient verbal and interpersonal communication skills; strong time management skills; proficient PC skills including Microsoft Office and Encompass 360 (or comparable LOS); thorough knowledge of Bank products and services; ability to manage multiple tasks in a fast-paced, changing environment with professionalism and courtesy; excellent analytical, reasoning, and organizational skills; detail-oriented with high accuracy; working knowledge of RESPA, TILA, and HMDA disclosure timing requirements. Experience: A minimum of three (3) to five (5) years of residential mortgage processing experience required. General Responsibilities Responsible for assembling, verifying, and processing residential and consumer loan applications from application through closing in compliance with Bank policy and applicable regulations; coordinating work within the department and with other departments; complying with operating policies and procedures established for the loan processing function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Essential Duties Processes residential and consumer loan applications from application through closing to ensure a complete, compliant, and investor-ready loan file, of which the following are illustrative: Reviews loan applications entered into the applicable lending system for completeness and accuracy. Collects and reviews supporting documentation, including income, asset, and credit documentation. Examines loan documentation for accuracy and completeness prior to submission to Underwriting. Issues Loan Estimates and other required disclosures in accordance with applicable compliance regulations and timing requirements. Orders the appraisal upon receipt of a signed intent to proceed. Orders flood hazard certifications and IRS Form 4506-T tax transcripts. Assists in resolving mortgage application issues with investors, outside vendors, and software providers. Assists Underwriting in clearing approval conditions and preparing the file for final underwriting decision. Verifies that required closing documentation is complete and accurate in the file. Completes flood determination worksheets and verifies flood and hazard insurance coverage to ensure adequate coverage of the subject property. Coordinates with Closing to create a seamless closing process for the customer. Oversees and performs certain secondary market functions, including tracking and communicating rate lock information. Prepares and submits files to the secondary market investor, as applicable. Provides excellent customer service to Loan Officers, and internal and external customers, while fostering cooperation with other departments to ensure efficient, professional residential and consumer loan processing and closings. Assists Bank staff and customers with questions regarding residential and consumer loan requirements and processes. Tracks loans on a monthly basis for Loan Policy Exceptions (LPE), Community Reinvestment Act (CRA) loans, Home Mortgage Disclosure Act (HMDA) loans, and withdrawn and denied loans. Oversees individual file compliance with FDIC guidelines for RESPA, TILA, HMDA, and other applicable regulatory requirements. Completes all internal, Bank-required, and investor-required compliance training courses. 2. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. 3. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements. 4. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information. 5. C ommunicates with management and staff personnel in order to integrate goals and activities. 6. Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy. 7. Maintains appropriate records and provides assigned reports. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Job Location Residential & Consumer Lending 1700 Avenue of the States Suite 301 Lakewood, NJ 08701 Equipment/Machines Telephone PC/Computer keyboard Printer Copy machine Fax machine Scanner First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Compensation details: 0 Yearly Salary PIbffa1ce368d3-6975
NATIONAL TITLE CLOSING COORDINATOR POSITION DESCRIPTION Location: New York, NY (Mid-town Manhattan) Schedule: On-site (client requires onsite presence 5 days/week for this role) Job Summary: Our client, a prestigious title services organization, is seeking an experienced Title Closing Coordinator / Processor to support residential and commercial transactions. This individual will handle file opening, processing, coordination, and workflow management across multiple states. What Youll Do Open and establish new transaction files, draft preliminary requirements, exceptions, and notes for title commitments under the guidance of underwriting staff and maintain accurate records throughout transaction. Review commercial real estate purchase, sale, loan documents, affidavits, title documents, surveys, and other needed due diligence to identify title issues, underwriting risks, and required curative actions. Coordinate all aspects of commercial title orders from opening through closing, ensuring timely communication with clients, lenders, attorneys, brokers, and internal teams. Assist senior underwriters by gathering, reviewing, and organizing all necessary documentation for commercial underwriting decisions. Order, track, and review due diligence items including title searches, municipal lien reports, UCCs, tax certifications, and other required documentation. Analyze title searches, surveys, plats, legal descriptions, corporate records, and recorded documents to identify defects or discrepancies. Prepare accurate title commitments, preliminary reports, endorsements, settlement statements, and final policies in accordance with company and regulatory standards. Draft preliminary requirements, exceptions, and notes for title commitments under the guidance of underwriting staff. Work closely with escrow officers and closing teams to clear title requirements, resolve curative issues, and ensure readiness for closing. Communicate with agents, attorneys, lenders, and stakeholders to obtain missing information, clarify transaction details, and maintain smooth workflow. Assist in resolving curative issues by researching public records, coordinating corrective documents, and tracking outstanding requirements. Prepare endorsement packages, policy schedules, and supporting materials for final underwriting review and approval. Maintain detailed file notes, communication logs, and documentation throughout the transaction lifecycle to ensure compliance and audit readiness. Support postclosing processes including policy issuance, recording verification, delivery of final documents, and followup on outstanding items. Monitor workflow, prioritize multiple commercial files, and ensure deadlines and service expectations are consistently met. Provide administrative and technical support for underwriting projects, audits, and process improvements within the commercial title department. Participate in ongoing training to expand knowledge of commercial underwriting principles, risk evaluation, and advanced title concepts. Candidate Profile: 4+ years of substantive experience as a commercial title processor, title coordinator, assistant or junior underwriter or similar commercial real estate transaction role Experience assisting senior underwriters in evaluating complex commercial transactions and determining insurability. Strong understanding of commercial title insurance, underwriting principles, title commitments, title insurance, surveys, and commercial real estate transaction documentation Experience coordinating with lenders, attorneys, commercial real estate agents, buyers, sellers, and other transaction stakeholders Ability to work collaboratively with underwriters, processors, closers, and external stakeholders. Strong analytical skills with the ability to interpret legal documents and identify potential title defects or risks. Proficiency with title insurance production software, related industry technology platforms, and standard office applications. Excellent written and verbal communication skills and a client service mind-set High attention to detail and strong organizational skills with the ability to manage multiple, complex commercial transactions simultaneously. Detail-oriented approach with a commitment to accuracy, quality, and client service Willingness to learn advanced underwriting concepts and grow into more complex commercial work. Why Join Us? This is an exciting opportunity to join a respected title services organization known for its professionalism, client service, and commitment to excellence. The role offers a dynamic mix of transaction management, client interaction, and operational coordination, providing meaningful responsibility and long-term career growth potential. You will work alongside experienced industry professionals in a collaborative environment that values accuracy, efficiency, and exceptional service. Compensation & Benefits Salary range: $100,000 $150,000+ This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements, qualifications, and geographic location. Eligibility for a full-benefit package
09/11/2026
NATIONAL TITLE CLOSING COORDINATOR POSITION DESCRIPTION Location: New York, NY (Mid-town Manhattan) Schedule: On-site (client requires onsite presence 5 days/week for this role) Job Summary: Our client, a prestigious title services organization, is seeking an experienced Title Closing Coordinator / Processor to support residential and commercial transactions. This individual will handle file opening, processing, coordination, and workflow management across multiple states. What Youll Do Open and establish new transaction files, draft preliminary requirements, exceptions, and notes for title commitments under the guidance of underwriting staff and maintain accurate records throughout transaction. Review commercial real estate purchase, sale, loan documents, affidavits, title documents, surveys, and other needed due diligence to identify title issues, underwriting risks, and required curative actions. Coordinate all aspects of commercial title orders from opening through closing, ensuring timely communication with clients, lenders, attorneys, brokers, and internal teams. Assist senior underwriters by gathering, reviewing, and organizing all necessary documentation for commercial underwriting decisions. Order, track, and review due diligence items including title searches, municipal lien reports, UCCs, tax certifications, and other required documentation. Analyze title searches, surveys, plats, legal descriptions, corporate records, and recorded documents to identify defects or discrepancies. Prepare accurate title commitments, preliminary reports, endorsements, settlement statements, and final policies in accordance with company and regulatory standards. Draft preliminary requirements, exceptions, and notes for title commitments under the guidance of underwriting staff. Work closely with escrow officers and closing teams to clear title requirements, resolve curative issues, and ensure readiness for closing. Communicate with agents, attorneys, lenders, and stakeholders to obtain missing information, clarify transaction details, and maintain smooth workflow. Assist in resolving curative issues by researching public records, coordinating corrective documents, and tracking outstanding requirements. Prepare endorsement packages, policy schedules, and supporting materials for final underwriting review and approval. Maintain detailed file notes, communication logs, and documentation throughout the transaction lifecycle to ensure compliance and audit readiness. Support postclosing processes including policy issuance, recording verification, delivery of final documents, and followup on outstanding items. Monitor workflow, prioritize multiple commercial files, and ensure deadlines and service expectations are consistently met. Provide administrative and technical support for underwriting projects, audits, and process improvements within the commercial title department. Participate in ongoing training to expand knowledge of commercial underwriting principles, risk evaluation, and advanced title concepts. Candidate Profile: 4+ years of substantive experience as a commercial title processor, title coordinator, assistant or junior underwriter or similar commercial real estate transaction role Experience assisting senior underwriters in evaluating complex commercial transactions and determining insurability. Strong understanding of commercial title insurance, underwriting principles, title commitments, title insurance, surveys, and commercial real estate transaction documentation Experience coordinating with lenders, attorneys, commercial real estate agents, buyers, sellers, and other transaction stakeholders Ability to work collaboratively with underwriters, processors, closers, and external stakeholders. Strong analytical skills with the ability to interpret legal documents and identify potential title defects or risks. Proficiency with title insurance production software, related industry technology platforms, and standard office applications. Excellent written and verbal communication skills and a client service mind-set High attention to detail and strong organizational skills with the ability to manage multiple, complex commercial transactions simultaneously. Detail-oriented approach with a commitment to accuracy, quality, and client service Willingness to learn advanced underwriting concepts and grow into more complex commercial work. Why Join Us? This is an exciting opportunity to join a respected title services organization known for its professionalism, client service, and commitment to excellence. The role offers a dynamic mix of transaction management, client interaction, and operational coordination, providing meaningful responsibility and long-term career growth potential. You will work alongside experienced industry professionals in a collaborative environment that values accuracy, efficiency, and exceptional service. Compensation & Benefits Salary range: $100,000 $150,000+ This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements, qualifications, and geographic location. Eligibility for a full-benefit package
Position Title: Personal Banker Reports To: Location President Classification: Non- Exempt Revised: May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for generating, negotiating, underwriting, and coordinating the closing of routine consumer loans and mortgage loans in compliance with the Bank's lending policies and procedures. This position is also responsible for the maintenance of loans, and in the event of delinquency, the collection of loan payments. As part of this, the Personal Banker is responsible for public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Loan Portfolio Management: 45% Responsible for generating routine consumer loans and mortgage loans within guidelines set by bank policy and growth targets. This will include interviewing the customer and completing the loan application. Responsible for all aspects of loan origination. This includes underwriting the loan within credit policy and personal credit approval limits. Also, responsible for credit quality, credit approval, processing, and the closing of the loan. This person is responsible to control the past due loans of their personal loan portfolio, including collecting delinquent payments. This position is responsible to close the loan with the customer. At that time, the loan will be given to a loan processor for documentation. The lender will be responsible for all documentation and ensure that the bank's position is secured. This position is required to register with the Nationwide Mortgage Licensing System & Registry. This position will need to comply with initial registration and ongoing registry requirements. Business Development: 30% This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products. Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 10% Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards. Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location. Provide leadership for location specific promotions and initiatives. Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 10 % Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility. Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished. Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like. Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 5% Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community. As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: A daptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements: Four-year degree in business administration or related experience along with three to five years of prior sales experience. Previous supervisory experience preferred. This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment. Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements: Prolonged periods of working on a computer. Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies). Ability to remain in a stationary position (e.g., standing or sitting) for extended periods. Frequent use of hands and fingers for data entry, handling cash, and operating office equipment. Visual acuity to read documents, computer screens, and currency. Manual dexterity for typing and handling paperwork. Occasional travel to client sites or bank locations (if applicable). If you are a registered MLO, you will also have the following duties: Responsible for the generation of real estate loans for the bank within guidelines set by bank policy and growth targets. This will include soliciting new business relationships and deepening relationships with existing customers. This position will handle phone inquiries regarding mortgage rates and requirements for getting a loan with the bank. . click apply for full job details
09/11/2026
Full time
Position Title: Personal Banker Reports To: Location President Classification: Non- Exempt Revised: May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for generating, negotiating, underwriting, and coordinating the closing of routine consumer loans and mortgage loans in compliance with the Bank's lending policies and procedures. This position is also responsible for the maintenance of loans, and in the event of delinquency, the collection of loan payments. As part of this, the Personal Banker is responsible for public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Loan Portfolio Management: 45% Responsible for generating routine consumer loans and mortgage loans within guidelines set by bank policy and growth targets. This will include interviewing the customer and completing the loan application. Responsible for all aspects of loan origination. This includes underwriting the loan within credit policy and personal credit approval limits. Also, responsible for credit quality, credit approval, processing, and the closing of the loan. This person is responsible to control the past due loans of their personal loan portfolio, including collecting delinquent payments. This position is responsible to close the loan with the customer. At that time, the loan will be given to a loan processor for documentation. The lender will be responsible for all documentation and ensure that the bank's position is secured. This position is required to register with the Nationwide Mortgage Licensing System & Registry. This position will need to comply with initial registration and ongoing registry requirements. Business Development: 30% This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products. Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 10% Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards. Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location. Provide leadership for location specific promotions and initiatives. Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 10 % Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility. Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished. Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like. Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 5% Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community. As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: A daptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements: Four-year degree in business administration or related experience along with three to five years of prior sales experience. Previous supervisory experience preferred. This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment. Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements: Prolonged periods of working on a computer. Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies). Ability to remain in a stationary position (e.g., standing or sitting) for extended periods. Frequent use of hands and fingers for data entry, handling cash, and operating office equipment. Visual acuity to read documents, computer screens, and currency. Manual dexterity for typing and handling paperwork. Occasional travel to client sites or bank locations (if applicable). If you are a registered MLO, you will also have the following duties: Responsible for the generation of real estate loans for the bank within guidelines set by bank policy and growth targets. This will include soliciting new business relationships and deepening relationships with existing customers. This position will handle phone inquiries regarding mortgage rates and requirements for getting a loan with the bank. . click apply for full job details
DESCRIPTION: Generations Home Loans is seeking licensed Mortgage Loan Originators who are motivated to grow a purchase-focused mortgage business through strong referral partnerships, excellent client guidance, and consistent follow-through. This role is built for originators who understand that long-term production comes from trust, visibility, and execution. You will consult with buyers, evaluate financing needs, coordinate with internal operations teams, and support real estate partners with timely, accurate loan guidance. Success in this role requires both sales discipline and service excellence. You will be expected to create a dependable borrower experience, maintain strong communication with agents, and build a referral network that can support sustainable production over time. RESPONSIBILITIES: What You Will Do Generate and manage mortgage opportunities through real estate relationships, client referrals, and local market activity Consult with borrowers to understand their goals, evaluate loan options, and guide them through the financing process Maintain consistent communication with borrowers, agents, processors, and internal lending partners throughout the transaction Provide clear pre-approval guidance, scenario support, and financing updates that help purchase clients compete with confidence Represent Generations Home Loans as a trusted lending resource in your assigned market Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
09/10/2026
Full time
DESCRIPTION: Generations Home Loans is seeking licensed Mortgage Loan Originators who are motivated to grow a purchase-focused mortgage business through strong referral partnerships, excellent client guidance, and consistent follow-through. This role is built for originators who understand that long-term production comes from trust, visibility, and execution. You will consult with buyers, evaluate financing needs, coordinate with internal operations teams, and support real estate partners with timely, accurate loan guidance. Success in this role requires both sales discipline and service excellence. You will be expected to create a dependable borrower experience, maintain strong communication with agents, and build a referral network that can support sustainable production over time. RESPONSIBILITIES: What You Will Do Generate and manage mortgage opportunities through real estate relationships, client referrals, and local market activity Consult with borrowers to understand their goals, evaluate loan options, and guide them through the financing process Maintain consistent communication with borrowers, agents, processors, and internal lending partners throughout the transaction Provide clear pre-approval guidance, scenario support, and financing updates that help purchase clients compete with confidence Represent Generations Home Loans as a trusted lending resource in your assigned market Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
DESCRIPTION: Generations Home Loans is seeking licensed Mortgage Loan Originators who are motivated to grow a purchase-focused mortgage business through strong referral partnerships, excellent client guidance, and consistent follow-through. This role is built for originators who understand that long-term production comes from trust, visibility, and execution. You will consult with buyers, evaluate financing needs, coordinate with internal operations teams, and support real estate partners with timely, accurate loan guidance. Success in this role requires both sales discipline and service excellence. You will be expected to create a dependable borrower experience, maintain strong communication with agents, and build a referral network that can support sustainable production over time. RESPONSIBILITIES: What You Will Do Generate and manage mortgage opportunities through real estate relationships, client referrals, and local market activity Consult with borrowers to understand their goals, evaluate loan options, and guide them through the financing process Maintain consistent communication with borrowers, agents, processors, and internal lending partners throughout the transaction Provide clear pre-approval guidance, scenario support, and financing updates that help purchase clients compete with confidence Represent Generations Home Loans as a trusted lending resource in your assigned market Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
09/10/2026
Full time
DESCRIPTION: Generations Home Loans is seeking licensed Mortgage Loan Originators who are motivated to grow a purchase-focused mortgage business through strong referral partnerships, excellent client guidance, and consistent follow-through. This role is built for originators who understand that long-term production comes from trust, visibility, and execution. You will consult with buyers, evaluate financing needs, coordinate with internal operations teams, and support real estate partners with timely, accurate loan guidance. Success in this role requires both sales discipline and service excellence. You will be expected to create a dependable borrower experience, maintain strong communication with agents, and build a referral network that can support sustainable production over time. RESPONSIBILITIES: What You Will Do Generate and manage mortgage opportunities through real estate relationships, client referrals, and local market activity Consult with borrowers to understand their goals, evaluate loan options, and guide them through the financing process Maintain consistent communication with borrowers, agents, processors, and internal lending partners throughout the transaction Provide clear pre-approval guidance, scenario support, and financing updates that help purchase clients compete with confidence Represent Generations Home Loans as a trusted lending resource in your assigned market Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
DESCRIPTION: Generations Home Loans is seeking mortgage operations professionals who are ready to move into a more consultative, client-facing Home Loan Consultant role. If you have experience in processing, loan setup, closing, post-closing, servicing, or fulfillment, this role gives you the opportunity to turn that operational foundation into borrower guidance and referral-based production. This is a purchase-focused lending role where your process knowledge can help you stand out. You will work with buyers, agents, and internal teams to explain loan options, set expectations, manage timelines, and support a clear path from application to closing. Success in this role requires relationship development, strong communication, and ownership over client outcomes. Your background in mortgage operations can help you provide practical guidance, reduce confusion for borrowers, and build trust with referral partners who value reliability and execution. RESPONSIBILITIES: What You Will Do Use mortgage operations experience to guide borrowers through the loan process with clarity and confidence Develop referral relationships with real estate professionals, past clients, and market contacts Consult with buyers on loan options, documentation requirements, financing timelines, and transaction expectations Communicate proactively with agents, borrowers, processors, underwriters, and closing teams throughout each file Build a purchase-focused home lending business by combining process expertise, client service, and consistent referral development Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
09/10/2026
Full time
DESCRIPTION: Generations Home Loans is seeking mortgage operations professionals who are ready to move into a more consultative, client-facing Home Loan Consultant role. If you have experience in processing, loan setup, closing, post-closing, servicing, or fulfillment, this role gives you the opportunity to turn that operational foundation into borrower guidance and referral-based production. This is a purchase-focused lending role where your process knowledge can help you stand out. You will work with buyers, agents, and internal teams to explain loan options, set expectations, manage timelines, and support a clear path from application to closing. Success in this role requires relationship development, strong communication, and ownership over client outcomes. Your background in mortgage operations can help you provide practical guidance, reduce confusion for borrowers, and build trust with referral partners who value reliability and execution. RESPONSIBILITIES: What You Will Do Use mortgage operations experience to guide borrowers through the loan process with clarity and confidence Develop referral relationships with real estate professionals, past clients, and market contacts Consult with buyers on loan options, documentation requirements, financing timelines, and transaction expectations Communicate proactively with agents, borrowers, processors, underwriters, and closing teams throughout each file Build a purchase-focused home lending business by combining process expertise, client service, and consistent referral development Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
DESCRIPTION: Generations Home Loans is seeking mortgage operations professionals who are ready to move into a more consultative, client-facing Home Loan Consultant role. If you have experience in processing, loan setup, closing, post-closing, servicing, or fulfillment, this role gives you the opportunity to turn that operational foundation into borrower guidance and referral-based production. This is a purchase-focused lending role where your process knowledge can help you stand out. You will work with buyers, agents, and internal teams to explain loan options, set expectations, manage timelines, and support a clear path from application to closing. Success in this role requires relationship development, strong communication, and ownership over client outcomes. Your background in mortgage operations can help you provide practical guidance, reduce confusion for borrowers, and build trust with referral partners who value reliability and execution. RESPONSIBILITIES: What You Will Do Use mortgage operations experience to guide borrowers through the loan process with clarity and confidence Develop referral relationships with real estate professionals, past clients, and market contacts Consult with buyers on loan options, documentation requirements, financing timelines, and transaction expectations Communicate proactively with agents, borrowers, processors, underwriters, and closing teams throughout each file Build a purchase-focused home lending business by combining process expertise, client service, and consistent referral development Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
09/10/2026
Full time
DESCRIPTION: Generations Home Loans is seeking mortgage operations professionals who are ready to move into a more consultative, client-facing Home Loan Consultant role. If you have experience in processing, loan setup, closing, post-closing, servicing, or fulfillment, this role gives you the opportunity to turn that operational foundation into borrower guidance and referral-based production. This is a purchase-focused lending role where your process knowledge can help you stand out. You will work with buyers, agents, and internal teams to explain loan options, set expectations, manage timelines, and support a clear path from application to closing. Success in this role requires relationship development, strong communication, and ownership over client outcomes. Your background in mortgage operations can help you provide practical guidance, reduce confusion for borrowers, and build trust with referral partners who value reliability and execution. RESPONSIBILITIES: What You Will Do Use mortgage operations experience to guide borrowers through the loan process with clarity and confidence Develop referral relationships with real estate professionals, past clients, and market contacts Consult with buyers on loan options, documentation requirements, financing timelines, and transaction expectations Communicate proactively with agents, borrowers, processors, underwriters, and closing teams throughout each file Build a purchase-focused home lending business by combining process expertise, client service, and consistent referral development Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
Job Description Job Description Description: Padgett Law Group (PLG) is an elite, full service creditors' rights law firm with practices in Florida, Georgia, Tennessee, Arkansas, Texas, Ohio, Indiana, Pennsylvania, Mississippi, Alabama, New Jersey, Kentucky, and Illinois. Additionally, PLG offers national bankruptcy, replevin, and loss mitigation services. The firm's practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders. Leveraging technology in our partnerships with forward-thinking clients gives PLG the ability to focus on the aggressive management and processing of delinquent or under performing loans, providing our clients with an edge when curing or resolving these complex legal matters. In 2019, PLG was recognized by The M Report , a leading default services industry publication, as a Top 25 Company to Work For. ?At Padgett Law Group, our mission is simple: to attract and retain the most talented individuals within our industry while delivering high-quality legal services to our clients. We understand our crucial role as our clients strive to provide an ethical and empathetic experience. We contribute to that through our long-standing and recognizable firm culture that is visible during every interaction with PLG-and amongst ourselves. At PLG, we stand on our decades-long tradition of merit, respect, hard work, and excellent results, and we use that foundation for every service we provide. As a firm, we believe that our mission can only be truly realized through investment in our core values of People, Precision, and Performance. At Padgett Law Group, we're not just looking for talented employees to join our growing team. We're looking for leaders who cultivate those around them and contribute to our path forward; we're looking for individuals who appreciate our culture and commit to our shared goals; we're looking for people who want to be more than employees, processors, or paper pushers. Our vision is to build the most compelling law firm that is home to the industry's best talent, as we are today and as we grow in the future. What's in it for you? Padgett Law Group believes in investing in our employees and ensuring that they have all the resources necessary to succeed - including a competitive, comprehensive, and valuable benefits package. As a full-time PLG employee, you will receive: 4 weeks of PTO from day one (which increases with tenure) Paid Parental and Grandparent Leave 7 Paid Company Holidays and your birthday off every year Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program 401k (with company match) Extensive Training and Development Opportunities Flexible work schedules including in-office, hybrid, and remote working capabilities And more! Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Drafting, preparing, assignments, motions, affidavits, and various other legal documents. Ensuring timely, courteous, and thorough responses to a heavy volume of email correspondence. Developing and maintaining congenial relationships with business associates and clients. Providing exceptional customer service to clients at every level of interaction. Providing support to attorneys in a high volume, time sensitive atmosphere. Preparation and filing of status updates prior to scheduled hearing Providing regular and timely client status updates, as well as continual follow-up on outstanding documents and or services. Review expired Notices of Default and communicate with the client to ensure most updated figures have been received Monitor for executed client declarations File client declarations with the court Requirements: Minimum Qualifications (Knowledge, Skills, and Abilities) Experience with client systems such as LPS, Tempo, Vendorscape and others is preferred. Must have excellent verbal and written communication skills. Must be committed to providing exceptional customer service. Ability to communicate courteously and effectively with borrower, clients, attorneys, other internal employees, and outside parties. Must be able to work with others in a congenial and team-oriented manner. Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change. Attention to detail is a must. High-level proficiency in MS Office suite. Proficiency in internet research activities. Good understanding of the legal process surrounding foreclosure preferred Physical Demands and Work 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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Prolonged time sitting at a desk typing, using, and looking at a computer.
09/10/2026
Full time
Job Description Job Description Description: Padgett Law Group (PLG) is an elite, full service creditors' rights law firm with practices in Florida, Georgia, Tennessee, Arkansas, Texas, Ohio, Indiana, Pennsylvania, Mississippi, Alabama, New Jersey, Kentucky, and Illinois. Additionally, PLG offers national bankruptcy, replevin, and loss mitigation services. The firm's practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders. Leveraging technology in our partnerships with forward-thinking clients gives PLG the ability to focus on the aggressive management and processing of delinquent or under performing loans, providing our clients with an edge when curing or resolving these complex legal matters. In 2019, PLG was recognized by The M Report , a leading default services industry publication, as a Top 25 Company to Work For. ?At Padgett Law Group, our mission is simple: to attract and retain the most talented individuals within our industry while delivering high-quality legal services to our clients. We understand our crucial role as our clients strive to provide an ethical and empathetic experience. We contribute to that through our long-standing and recognizable firm culture that is visible during every interaction with PLG-and amongst ourselves. At PLG, we stand on our decades-long tradition of merit, respect, hard work, and excellent results, and we use that foundation for every service we provide. As a firm, we believe that our mission can only be truly realized through investment in our core values of People, Precision, and Performance. At Padgett Law Group, we're not just looking for talented employees to join our growing team. We're looking for leaders who cultivate those around them and contribute to our path forward; we're looking for individuals who appreciate our culture and commit to our shared goals; we're looking for people who want to be more than employees, processors, or paper pushers. Our vision is to build the most compelling law firm that is home to the industry's best talent, as we are today and as we grow in the future. What's in it for you? Padgett Law Group believes in investing in our employees and ensuring that they have all the resources necessary to succeed - including a competitive, comprehensive, and valuable benefits package. As a full-time PLG employee, you will receive: 4 weeks of PTO from day one (which increases with tenure) Paid Parental and Grandparent Leave 7 Paid Company Holidays and your birthday off every year Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program 401k (with company match) Extensive Training and Development Opportunities Flexible work schedules including in-office, hybrid, and remote working capabilities And more! Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Drafting, preparing, assignments, motions, affidavits, and various other legal documents. Ensuring timely, courteous, and thorough responses to a heavy volume of email correspondence. Developing and maintaining congenial relationships with business associates and clients. Providing exceptional customer service to clients at every level of interaction. Providing support to attorneys in a high volume, time sensitive atmosphere. Preparation and filing of status updates prior to scheduled hearing Providing regular and timely client status updates, as well as continual follow-up on outstanding documents and or services. Review expired Notices of Default and communicate with the client to ensure most updated figures have been received Monitor for executed client declarations File client declarations with the court Requirements: Minimum Qualifications (Knowledge, Skills, and Abilities) Experience with client systems such as LPS, Tempo, Vendorscape and others is preferred. Must have excellent verbal and written communication skills. Must be committed to providing exceptional customer service. Ability to communicate courteously and effectively with borrower, clients, attorneys, other internal employees, and outside parties. Must be able to work with others in a congenial and team-oriented manner. Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change. Attention to detail is a must. High-level proficiency in MS Office suite. Proficiency in internet research activities. Good understanding of the legal process surrounding foreclosure preferred Physical Demands and Work 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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Prolonged time sitting at a desk typing, using, and looking at a computer.
Base pay is $36,000; Salary range includes potential commission. General Summary: Under general supervision, complete the full cycle of mortgage loan application from receipt of loan application to final loan documentation process and preparation for funding. VP Mortgage Loan Officer is primarily responsible for generation of origination prospects through the following outbound sales activity: networking, outbound marketing, and solicitation of existing members and new members to achieve assigned corporate goals. VP Mortgage Loan Officer may be assigned a retail branch and receive new mortgage referrals from CCU employees. VP Mortgage Loan officer must utilize lending knowledge and experience to ensure an elevated level of member service and satisfaction. In accordance with Processing, Underwriting, and Funding this position will be responsible for helping members and non-members with the entire loan process. The primary objective of this position is to assist applicants by providing exceptional service for purchase and refinance originations. Make outbound calls to new and existing applicants. Communicate in person, via e-mail, with processing, underwriting, and funding groups on individual loans. Principal Accountabilities (70%): Inputs loan information into LOS (Loan Origination System) and FNMA D/U Guide applicants through CCU Product types (Fixed Rate or ARM) and corresponding interest rates Solicit members and new members through outbound activity Anticipate and communicate borrower document needs: tax returns, paystubs, bank statements etc. Generate mortgage originations through self-sourced marketing activity Prequalify applicants through analysis of credit, income, DTI, and assets Market CCU products to referral partners and borrowers Effective management of pipeline to ensure files move from application to approval, and through closing Maintains communication with applicants, Mortgage Loan Processors, and operational staff regarding the status of loans Solicit loan terms in accordance with California Credit Union products, services, and pricing strategies Ensure applications are complete and accurate Negotiate and coordinate rate lock confirmations with applicants(s) Provide exceptional service to applicants and internal customers Completes the mortgage application: a. Verify membership for all borrowers on loan applications by accessing DNA b. Complete the employment section in LOS c. Input the income section of the mortgage application d. Input and/or update Financing Information e. Input housing expense f. Complete assets section of the application g. Input the Real Estate Owned section of the application h. Review the credit report with the applicant(s) ensuring that a current one is in the file i. Complete the declarations and government monitoring section of the application is current Assist in the initial disclosure process as needed Secondary Accountabilities (30%): Input a mortgage application and documentation in its entirety with hyper-attention to detail Must be able to effectively self-source referral partners Ability to generate new business through outbound sales of previous clients including solicitation of past clients/members Must be able to communicate effectively with internal customers and colleagues Able to work in a fast-paced, rapid environment while maintaining a cheerful outlook and enthusiastic spirit Position Requirement and Qualifications: Abilities: Excellent communication and customer service skills and a cheerful outlook. Excellent diligence and organization. Computer proficiency in PC applications, loan origination/automated underwriting systems. Ability to communicate instructions or ideas clearly and accurately to co-workers in an appropriate manner. Ability to comprehend normal business conversations. Knowledge, Education, Certifications, Licenses: Active NMLS required High School Diploma required Experience: Three (3) years of origination experience with a lending institution with at least three (3) years of provable and documented origination history (2023 to 2025 and YTD of 2026) This is a highly performance-driven position with a compensation structure that includes a base salary and a monthly commission/incentive program designed to reward mortgage loan production, referral generation, relationship development, and overall business growth. Working Conditions and Physical Demands: PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Communication: Ability to communicate instructions or ideas clearly and accurately to co-workers in an appropriate manner. Ability to comprehend normal business conversations. Manual Dexterity: Ability to use the fingers to make small movements such as typing or picking up general office objects. Movements frequently and regularly are required using the wrists, hands, and/or fingers. Visual Abilities: V isual acuity necessary to prepare or inspect documents and products or operate machinery. Physical Strength: May be required to lift up to ten pounds occasionally. Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide. Compensation details: 00 Yearly Salary PId45cedd6ba2d-9039
09/10/2026
Full time
Base pay is $36,000; Salary range includes potential commission. General Summary: Under general supervision, complete the full cycle of mortgage loan application from receipt of loan application to final loan documentation process and preparation for funding. VP Mortgage Loan Officer is primarily responsible for generation of origination prospects through the following outbound sales activity: networking, outbound marketing, and solicitation of existing members and new members to achieve assigned corporate goals. VP Mortgage Loan Officer may be assigned a retail branch and receive new mortgage referrals from CCU employees. VP Mortgage Loan officer must utilize lending knowledge and experience to ensure an elevated level of member service and satisfaction. In accordance with Processing, Underwriting, and Funding this position will be responsible for helping members and non-members with the entire loan process. The primary objective of this position is to assist applicants by providing exceptional service for purchase and refinance originations. Make outbound calls to new and existing applicants. Communicate in person, via e-mail, with processing, underwriting, and funding groups on individual loans. Principal Accountabilities (70%): Inputs loan information into LOS (Loan Origination System) and FNMA D/U Guide applicants through CCU Product types (Fixed Rate or ARM) and corresponding interest rates Solicit members and new members through outbound activity Anticipate and communicate borrower document needs: tax returns, paystubs, bank statements etc. Generate mortgage originations through self-sourced marketing activity Prequalify applicants through analysis of credit, income, DTI, and assets Market CCU products to referral partners and borrowers Effective management of pipeline to ensure files move from application to approval, and through closing Maintains communication with applicants, Mortgage Loan Processors, and operational staff regarding the status of loans Solicit loan terms in accordance with California Credit Union products, services, and pricing strategies Ensure applications are complete and accurate Negotiate and coordinate rate lock confirmations with applicants(s) Provide exceptional service to applicants and internal customers Completes the mortgage application: a. Verify membership for all borrowers on loan applications by accessing DNA b. Complete the employment section in LOS c. Input the income section of the mortgage application d. Input and/or update Financing Information e. Input housing expense f. Complete assets section of the application g. Input the Real Estate Owned section of the application h. Review the credit report with the applicant(s) ensuring that a current one is in the file i. Complete the declarations and government monitoring section of the application is current Assist in the initial disclosure process as needed Secondary Accountabilities (30%): Input a mortgage application and documentation in its entirety with hyper-attention to detail Must be able to effectively self-source referral partners Ability to generate new business through outbound sales of previous clients including solicitation of past clients/members Must be able to communicate effectively with internal customers and colleagues Able to work in a fast-paced, rapid environment while maintaining a cheerful outlook and enthusiastic spirit Position Requirement and Qualifications: Abilities: Excellent communication and customer service skills and a cheerful outlook. Excellent diligence and organization. Computer proficiency in PC applications, loan origination/automated underwriting systems. Ability to communicate instructions or ideas clearly and accurately to co-workers in an appropriate manner. Ability to comprehend normal business conversations. Knowledge, Education, Certifications, Licenses: Active NMLS required High School Diploma required Experience: Three (3) years of origination experience with a lending institution with at least three (3) years of provable and documented origination history (2023 to 2025 and YTD of 2026) This is a highly performance-driven position with a compensation structure that includes a base salary and a monthly commission/incentive program designed to reward mortgage loan production, referral generation, relationship development, and overall business growth. Working Conditions and Physical Demands: PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Communication: Ability to communicate instructions or ideas clearly and accurately to co-workers in an appropriate manner. Ability to comprehend normal business conversations. Manual Dexterity: Ability to use the fingers to make small movements such as typing or picking up general office objects. Movements frequently and regularly are required using the wrists, hands, and/or fingers. Visual Abilities: V isual acuity necessary to prepare or inspect documents and products or operate machinery. Physical Strength: May be required to lift up to ten pounds occasionally. Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide. Compensation details: 00 Yearly Salary PId45cedd6ba2d-9039
Are you an outgoing people-person who thrives in a fast-paced work environment? If so, we are looking for you! Our lending team is seeking a junior loan officer to help applicants navigate the home loan process. We offer the training, the technology, and the team support to help you succeed. If you are looking for a lucrative career using your communication and interpersonal relationship-building talents, apply today! Compensation: $60,000 - $75,000 yearly Responsibilities: Meet sales expectations, generate new business, get referrals, and monitor sales pipeline Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant's financial status Assemble financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility Collaborate with the mortgage lender or mortgage banker, underwriter, loan processor, senior MLO / mortgage loan originator, and realtors on behalf of the applicant as needed to make sure the loan transaction goes through successfully Educate loan applicants about various residential mortgage loans - answer questions and provide additional information to create personal relationships Client Engagement : Conduct interviews with clients to understand their financial situation, needs, and loan preferences Presentation & Consultation : Prepare and deliver clear loan presentations that outline terms, conditions, and potential pricing scenarios Pricing : Accurately price loan products and explain rates, fees, and options to clients Pipeline Management : Act as the point of contact for clients throughout the loan process, coordinating with processing and underwriting teams to ensure timely progression Relationship Management : Build and maintain strong relationships with clients, aiming for high satisfaction and potential referrals Review all loan package documentation for discrepancies, omissions, and income calculation, then report any discrepancies to the loan originator Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service Qualifications: Bachelor's degree is preferred, but a high school diploma or equivalent is required Exceptional communications, sales, relationship, and MS Office skills are necessary Possess the intention to complete a training program to obtain NMLS/ MLO/ state license Past experience with credit unions, lending institutions, real estate, financial services, or related fields is a bonus, but not required Understanding of loan programs guidelines and various types of loans such as FHA, commercial loans, VA, etc is helpful, but not required Advance comprehension of loan financing options such as Non-QM, Foreign nationals, Conventional, FHA, VA, and Home Equity Loans Computer proficiency required, including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients 3-5 years of professional office environment experience as a loan officer assistant or mortgage assistant preferred Understanding of state and federal legislation, as well as underwriting rules and processes About Company Cornerstone First Mortgage is a full-service mortgage bank headquartered in San Diego, licensed in 49 states and Puerto Rico. All aspects of the loan process (processing, underwriting, and funding) are conducted in-house. We have grown exponentially over the past few years and are always looking for driven and motivated individuals to join our team. Compensation details: 0 Yearly Salary PIcc-8928
09/08/2026
Full time
Are you an outgoing people-person who thrives in a fast-paced work environment? If so, we are looking for you! Our lending team is seeking a junior loan officer to help applicants navigate the home loan process. We offer the training, the technology, and the team support to help you succeed. If you are looking for a lucrative career using your communication and interpersonal relationship-building talents, apply today! Compensation: $60,000 - $75,000 yearly Responsibilities: Meet sales expectations, generate new business, get referrals, and monitor sales pipeline Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant's financial status Assemble financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility Collaborate with the mortgage lender or mortgage banker, underwriter, loan processor, senior MLO / mortgage loan originator, and realtors on behalf of the applicant as needed to make sure the loan transaction goes through successfully Educate loan applicants about various residential mortgage loans - answer questions and provide additional information to create personal relationships Client Engagement : Conduct interviews with clients to understand their financial situation, needs, and loan preferences Presentation & Consultation : Prepare and deliver clear loan presentations that outline terms, conditions, and potential pricing scenarios Pricing : Accurately price loan products and explain rates, fees, and options to clients Pipeline Management : Act as the point of contact for clients throughout the loan process, coordinating with processing and underwriting teams to ensure timely progression Relationship Management : Build and maintain strong relationships with clients, aiming for high satisfaction and potential referrals Review all loan package documentation for discrepancies, omissions, and income calculation, then report any discrepancies to the loan originator Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service Qualifications: Bachelor's degree is preferred, but a high school diploma or equivalent is required Exceptional communications, sales, relationship, and MS Office skills are necessary Possess the intention to complete a training program to obtain NMLS/ MLO/ state license Past experience with credit unions, lending institutions, real estate, financial services, or related fields is a bonus, but not required Understanding of loan programs guidelines and various types of loans such as FHA, commercial loans, VA, etc is helpful, but not required Advance comprehension of loan financing options such as Non-QM, Foreign nationals, Conventional, FHA, VA, and Home Equity Loans Computer proficiency required, including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients 3-5 years of professional office environment experience as a loan officer assistant or mortgage assistant preferred Understanding of state and federal legislation, as well as underwriting rules and processes About Company Cornerstone First Mortgage is a full-service mortgage bank headquartered in San Diego, licensed in 49 states and Puerto Rico. All aspects of the loan process (processing, underwriting, and funding) are conducted in-house. We have grown exponentially over the past few years and are always looking for driven and motivated individuals to join our team. Compensation details: 0 Yearly Salary PIcc-8928
Description: Build Your Banking Career with Reliance Bank Reliance Bank is looking for a customer-focused and detail-oriented Retail Loan Processor/Underwriter I to join our Retail Loan Operations team. This is a full-time, on-site position based at our Corporate Office in Altoona, PA. In this role, you'll partner with our lenders to help our bank customers navigate the loan process while supporting sound credit decisions and ensuring a smooth, efficient lending experience from application through closing. If you enjoy analyzing information, solving problems, collaborating with others, and helping individuals and families achieve homeownership and other financial goals, we'd love to hear from you. What You'll Do Review consumer and residential mortgage loan applications for completeness, accuracy, and compliance Gather and analyze credit reports, income documentation, appraisals, collateral information, and other supporting documents Evaluate creditworthiness and calculate qualifying ratios to support lending decisions Underwrite loan requests and prepare approval, counteroffer, or decline recommendations within established authority levels Prepare disclosures, commitment letters, adverse action notices, and other loan documentation Manage assigned loan pipelines to ensure timely processing and closing Order and track appraisals, credit reports, flood certifications, verifications, and other due diligence items Communicate with borrowers, lenders, vendors, and third-party providers to obtain required documentation and clear loan conditions Prepare consumer loan documentation and coordinate loan closings Resolve documentation discrepancies, underwriting concerns, and processing issues Support compliance, quality control, audit, and reporting activities Identify opportunities to improve efficiency and enhance the customer experience Requirements: What We're Looking For: Required High school diploma or equivalent Minimum of two (2) years of experience in banking, lending, loan processing, underwriting, or a related financial services role Strong analytical, organizational, communication and problem-solving skills Excellent attention to detail and ability to effectively manage multiple priorities while meeting required deadlines Preferred Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field Specialized training in consumer lending, mortgage lending, underwriting, or banking operations Knowledge of consumer and residential mortgage lending products Experience processing or underwriting consumer and mortgage loan applications Why You'll Love Working Here: At Reliance Bank, we offer a welcoming work environment based on our core values of Integrity, Growth, Relationships, Community, and Team. We are committed to providing the tools, support, and opportunities our team members need to grow their careers while maintaining a healthy work-life balance. That's why we offer a competitive benefits package designed to support your health, financial well-being, career development and work-life balance. Benefits Include: Medical, dental, and vision insurance 401(k) retirement plan with employer match Annual Paid Time Off (PTO) allotment 11 paid holidays annually Life and disability insurance Employee Assistance Program (EAP) Wellness program and gym reimbursement Professional development and training opportunities Career growth and advancement opportunities Working Conditions and Physical Demands: Primarily interior office-based work environment with extensive computer use and detailed document review. Frequent need to observe details at close range. Frequent interaction with customers and internal business partners. Frequent use of hands, wrists, and fingers. Extensive sedentary work; occasional movement throughout the workplace and handling of loan files or materials weighing up to 20 lbs. At Reliance Bank, we are committed to creating an inclusive workplace where team members can thrive and build lasting careers. Reliance Bank is an Equal Opportunity/Affirmative Action Employer committed to maintaining a diverse and inclusive workplace. PI886a9d7e922e-2067
09/04/2026
Full time
Description: Build Your Banking Career with Reliance Bank Reliance Bank is looking for a customer-focused and detail-oriented Retail Loan Processor/Underwriter I to join our Retail Loan Operations team. This is a full-time, on-site position based at our Corporate Office in Altoona, PA. In this role, you'll partner with our lenders to help our bank customers navigate the loan process while supporting sound credit decisions and ensuring a smooth, efficient lending experience from application through closing. If you enjoy analyzing information, solving problems, collaborating with others, and helping individuals and families achieve homeownership and other financial goals, we'd love to hear from you. What You'll Do Review consumer and residential mortgage loan applications for completeness, accuracy, and compliance Gather and analyze credit reports, income documentation, appraisals, collateral information, and other supporting documents Evaluate creditworthiness and calculate qualifying ratios to support lending decisions Underwrite loan requests and prepare approval, counteroffer, or decline recommendations within established authority levels Prepare disclosures, commitment letters, adverse action notices, and other loan documentation Manage assigned loan pipelines to ensure timely processing and closing Order and track appraisals, credit reports, flood certifications, verifications, and other due diligence items Communicate with borrowers, lenders, vendors, and third-party providers to obtain required documentation and clear loan conditions Prepare consumer loan documentation and coordinate loan closings Resolve documentation discrepancies, underwriting concerns, and processing issues Support compliance, quality control, audit, and reporting activities Identify opportunities to improve efficiency and enhance the customer experience Requirements: What We're Looking For: Required High school diploma or equivalent Minimum of two (2) years of experience in banking, lending, loan processing, underwriting, or a related financial services role Strong analytical, organizational, communication and problem-solving skills Excellent attention to detail and ability to effectively manage multiple priorities while meeting required deadlines Preferred Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field Specialized training in consumer lending, mortgage lending, underwriting, or banking operations Knowledge of consumer and residential mortgage lending products Experience processing or underwriting consumer and mortgage loan applications Why You'll Love Working Here: At Reliance Bank, we offer a welcoming work environment based on our core values of Integrity, Growth, Relationships, Community, and Team. We are committed to providing the tools, support, and opportunities our team members need to grow their careers while maintaining a healthy work-life balance. That's why we offer a competitive benefits package designed to support your health, financial well-being, career development and work-life balance. Benefits Include: Medical, dental, and vision insurance 401(k) retirement plan with employer match Annual Paid Time Off (PTO) allotment 11 paid holidays annually Life and disability insurance Employee Assistance Program (EAP) Wellness program and gym reimbursement Professional development and training opportunities Career growth and advancement opportunities Working Conditions and Physical Demands: Primarily interior office-based work environment with extensive computer use and detailed document review. Frequent need to observe details at close range. Frequent interaction with customers and internal business partners. Frequent use of hands, wrists, and fingers. Extensive sedentary work; occasional movement throughout the workplace and handling of loan files or materials weighing up to 20 lbs. At Reliance Bank, we are committed to creating an inclusive workplace where team members can thrive and build lasting careers. Reliance Bank is an Equal Opportunity/Affirmative Action Employer committed to maintaining a diverse and inclusive workplace. PI886a9d7e922e-2067
We're searching for a detail-oriented bilingual (Spanish) mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! Compensation: $60,000 - $80,000 yearly Responsibilities: Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service Screen and make calls, book appointments and provide administrative support as needed Qualifications: Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred Although not required, having an NMLS license or training is preferred Minimum 1 year experience in mortgage business as an LOA, Loan Officer, or Processor. About Company US Mortgage Corporation is a Fannie Mae Seller Servicer with over 30 Branches. Our employees all believe in the value of helping people attain the dream of Home Ownership. We have consistently focused on making education the key basis for helping home buyers attain their dream of homeownership. Compensation details: 0 Yearly Salary PId98ca12bff16-4917
09/04/2026
Full time
We're searching for a detail-oriented bilingual (Spanish) mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! Compensation: $60,000 - $80,000 yearly Responsibilities: Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service Screen and make calls, book appointments and provide administrative support as needed Qualifications: Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred Although not required, having an NMLS license or training is preferred Minimum 1 year experience in mortgage business as an LOA, Loan Officer, or Processor. About Company US Mortgage Corporation is a Fannie Mae Seller Servicer with over 30 Branches. Our employees all believe in the value of helping people attain the dream of Home Ownership. We have consistently focused on making education the key basis for helping home buyers attain their dream of homeownership. Compensation details: 0 Yearly Salary PId98ca12bff16-4917
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review. Essential Functions: Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards Resolve deficiencies requiring judgment, interpretation, or coordination with Sales Organize financial statements and supporting schedules for Underwriter review Identify inconsistencies or potential risk indicators within submitted financial or organizational data Ensure all applications meet internal policy standards prior to underwriting Serve as escalation point for complex entity structures or multi-entity relationships Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates Incorporate approved deal terms into legal documentation for manager review Manage approval conditions, track outstanding items, and validate completeness prior to final approval File UCC-1 financing statements and ensure proper documentation is retained Execute onboarding by submitting IT setup requests and managing follow-up through completion Deliver partner credentials, system access, and onboarding materials Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation Maintain pipeline reporting and provide accurate status updates Backfill Credit Processor responsibilities as needed to maintain workflow continuity Minimum Qualifications: Extreme accuracy and attention to detail Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies Ability to analyze business entity structures and identify ownership relationships Ability to interpret financial, legal, organizational, and business documentation Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated ability to maintain accurate records, documentation, and audit trails Ability to learn and navigate multiple software systems and databases Proficient with Microsoft Office applications including Word, Excel, Outlook Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously Strong verbal and written communication skills Experience drafting, reviewing, or managing business, legal, or lending documentation preferred Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time Must be able to physically type PI445678e8f60b-4180
09/03/2026
Full time
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review. Essential Functions: Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards Resolve deficiencies requiring judgment, interpretation, or coordination with Sales Organize financial statements and supporting schedules for Underwriter review Identify inconsistencies or potential risk indicators within submitted financial or organizational data Ensure all applications meet internal policy standards prior to underwriting Serve as escalation point for complex entity structures or multi-entity relationships Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates Incorporate approved deal terms into legal documentation for manager review Manage approval conditions, track outstanding items, and validate completeness prior to final approval File UCC-1 financing statements and ensure proper documentation is retained Execute onboarding by submitting IT setup requests and managing follow-up through completion Deliver partner credentials, system access, and onboarding materials Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation Maintain pipeline reporting and provide accurate status updates Backfill Credit Processor responsibilities as needed to maintain workflow continuity Minimum Qualifications: Extreme accuracy and attention to detail Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies Ability to analyze business entity structures and identify ownership relationships Ability to interpret financial, legal, organizational, and business documentation Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated ability to maintain accurate records, documentation, and audit trails Ability to learn and navigate multiple software systems and databases Proficient with Microsoft Office applications including Word, Excel, Outlook Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously Strong verbal and written communication skills Experience drafting, reviewing, or managing business, legal, or lending documentation preferred Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time Must be able to physically type PI445678e8f60b-4180
Position Title: Personal Banker Reports To: Location President Classification: Non- Exempt Revised: May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for generating, negotiating, underwriting, and coordinating the closing of routine consumer loans and mortgage loans in compliance with the Bank's lending policies and procedures. This position is also responsible for the maintenance of loans, and in the event of delinquency, the collection of loan payments. As part of this, the Personal Banker is responsible for public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Loan Portfolio Management: 45% Responsible for generating routine consumer loans and mortgage loans within guidelines set by bank policy and growth targets. This will include interviewing the customer and completing the loan application. Responsible for all aspects of loan origination. This includes underwriting the loan within credit policy and personal credit approval limits. Also, responsible for credit quality, credit approval, processing, and the closing of the loan. This person is responsible to control the past due loans of their personal loan portfolio, including collecting delinquent payments. This position is responsible to close the loan with the customer. At that time, the loan will be given to a loan processor for documentation. The lender will be responsible for all documentation and ensure that the bank's position is secured. This position is required to register with the Nationwide Mortgage Licensing System & Registry. This position will need to comply with initial registration and ongoing registry requirements. Business Development: 30% This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products. Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 10% Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards. Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location. Provide leadership for location specific promotions and initiatives. Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 10 % Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility. Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished. Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like. Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 5% Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community. As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: A daptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements: Four-year degree in business administration or related experience along with three to five years of prior sales experience. Previous supervisory experience preferred. This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment. Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements: Prolonged periods of working on a computer. Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies). Ability to remain in a stationary position (e.g., standing or sitting) for extended periods. Frequent use of hands and fingers for data entry, handling cash, and operating office equipment. Visual acuity to read documents, computer screens, and currency. Manual dexterity for typing and handling paperwork. Occasional travel to client sites or bank locations (if applicable). If you are a registered MLO, you will also have the following duties: Responsible for the generation of real estate loans for the bank within guidelines set by bank policy and growth targets. This will include soliciting new business relationships and deepening relationships with existing customers. This position will handle phone inquiries regarding mortgage rates and requirements for getting a loan with the bank. . click apply for full job details
09/03/2026
Full time
Position Title: Personal Banker Reports To: Location President Classification: Non- Exempt Revised: May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for generating, negotiating, underwriting, and coordinating the closing of routine consumer loans and mortgage loans in compliance with the Bank's lending policies and procedures. This position is also responsible for the maintenance of loans, and in the event of delinquency, the collection of loan payments. As part of this, the Personal Banker is responsible for public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Loan Portfolio Management: 45% Responsible for generating routine consumer loans and mortgage loans within guidelines set by bank policy and growth targets. This will include interviewing the customer and completing the loan application. Responsible for all aspects of loan origination. This includes underwriting the loan within credit policy and personal credit approval limits. Also, responsible for credit quality, credit approval, processing, and the closing of the loan. This person is responsible to control the past due loans of their personal loan portfolio, including collecting delinquent payments. This position is responsible to close the loan with the customer. At that time, the loan will be given to a loan processor for documentation. The lender will be responsible for all documentation and ensure that the bank's position is secured. This position is required to register with the Nationwide Mortgage Licensing System & Registry. This position will need to comply with initial registration and ongoing registry requirements. Business Development: 30% This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products. Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 10% Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards. Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location. Provide leadership for location specific promotions and initiatives. Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 10 % Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility. Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished. Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like. Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 5% Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community. As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: A daptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements: Four-year degree in business administration or related experience along with three to five years of prior sales experience. Previous supervisory experience preferred. This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment. Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements: Prolonged periods of working on a computer. Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies). Ability to remain in a stationary position (e.g., standing or sitting) for extended periods. Frequent use of hands and fingers for data entry, handling cash, and operating office equipment. Visual acuity to read documents, computer screens, and currency. Manual dexterity for typing and handling paperwork. Occasional travel to client sites or bank locations (if applicable). If you are a registered MLO, you will also have the following duties: Responsible for the generation of real estate loans for the bank within guidelines set by bank policy and growth targets. This will include soliciting new business relationships and deepening relationships with existing customers. This position will handle phone inquiries regarding mortgage rates and requirements for getting a loan with the bank. . click apply for full job details
Partners 1st Federal Credit Union
Fort Wayne, Indiana
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are an excellent problem solver with a knack for making the tough decisions and communicating them tactfully, detail-oriented and highly organized with a strong understanding of mortgage products and the mortgage industry and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 40hrs/wk, with a schedule of: Mon-Fri: 8:00am-5:00pm There can be some flexibility with the schedule, as far as daily schedule, if needed. Role Reviews, evaluates, and then accepts/denies mortgage loan files using the internal Underwriting Standards, as well as general FHLMC and FHLB (Federal Home Loan Bank) underwriting guidelines, to determine creditworthiness of the applicant. Major Duties and Responsibilities 40% Receives and reviews loan files for sufficient documentation to make an informed loan decision based on the product description and standard underwriting guidelines. If there is insufficient information, requests the required information or documentation from the processor and originator. Complete a thorough analysis of the loan package to determine compliance with company and/or investor requirements. 10% Communicates effectively with loan originators, processors, and closing staff to deliver clear underwriting conditions and final loan decisions. 10% Provides effective and timely communication with management on high-risk loan scenarios or exception requests. Prepares and signs all conditional and final approval letters. 10% Analyze borrower credit, income, assets, property, any potential risk factors, etc. to determine loan quality and repayment ability. 10% Reviews appraisals to determine the consistency of the information, if the comparables have been used within reasonable tolerance to support the final value, and if any additional underwriting considerations need to be made based on the condition of the property or of other conditions recommended/required by the appraiser. 10% Reviews title insurance commitments in connection with each new loan file. If the loan is denied, submits the loan file to appropriate party for a dual review. 10% Serves as a trusteed resource to the mortgage team by providing guidance on loan scenarios, documentation in the file if a policy, procedure, or guideline exception is made stating the type of exception and compensating factors to support the decision. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills Experience Five or more years of similar or related experience, including time spent in preparatory positions. Education/Certifications/Licenses A high school degree or GED is required. Other Skills Is responsible for a width of information including but not limited to: the organizations current mortgage loan interest rates, commitment/rate lock/relock fee procedures, member loan products/rates/guidelines that are used in conjunction with Mortgage Lending, any loan origination software system. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PIb6b01ac03e10-0707
09/01/2026
Full time
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are an excellent problem solver with a knack for making the tough decisions and communicating them tactfully, detail-oriented and highly organized with a strong understanding of mortgage products and the mortgage industry and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 40hrs/wk, with a schedule of: Mon-Fri: 8:00am-5:00pm There can be some flexibility with the schedule, as far as daily schedule, if needed. Role Reviews, evaluates, and then accepts/denies mortgage loan files using the internal Underwriting Standards, as well as general FHLMC and FHLB (Federal Home Loan Bank) underwriting guidelines, to determine creditworthiness of the applicant. Major Duties and Responsibilities 40% Receives and reviews loan files for sufficient documentation to make an informed loan decision based on the product description and standard underwriting guidelines. If there is insufficient information, requests the required information or documentation from the processor and originator. Complete a thorough analysis of the loan package to determine compliance with company and/or investor requirements. 10% Communicates effectively with loan originators, processors, and closing staff to deliver clear underwriting conditions and final loan decisions. 10% Provides effective and timely communication with management on high-risk loan scenarios or exception requests. Prepares and signs all conditional and final approval letters. 10% Analyze borrower credit, income, assets, property, any potential risk factors, etc. to determine loan quality and repayment ability. 10% Reviews appraisals to determine the consistency of the information, if the comparables have been used within reasonable tolerance to support the final value, and if any additional underwriting considerations need to be made based on the condition of the property or of other conditions recommended/required by the appraiser. 10% Reviews title insurance commitments in connection with each new loan file. If the loan is denied, submits the loan file to appropriate party for a dual review. 10% Serves as a trusteed resource to the mortgage team by providing guidance on loan scenarios, documentation in the file if a policy, procedure, or guideline exception is made stating the type of exception and compensating factors to support the decision. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills Experience Five or more years of similar or related experience, including time spent in preparatory positions. Education/Certifications/Licenses A high school degree or GED is required. Other Skills Is responsible for a width of information including but not limited to: the organizations current mortgage loan interest rates, commitment/rate lock/relock fee procedures, member loan products/rates/guidelines that are used in conjunction with Mortgage Lending, any loan origination software system. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PIb6b01ac03e10-0707
DESCRIPTION: Generations Home Loans is looking for an experienced Mortgage Loan Officer who wants better opportunities, stronger support, and a market with real room to grow. Here is our promise: regardless of where the conversation goes, you will hang up after speaking with our leadership team and think, "That is a cool company." The math should get your attention: approximately 10,000 real estate agents are served by only about 40 loan officers across the territory. The market is underserved, the relationship opportunities are real, and someone is going to establish a strong presence here. It might as well be you. If you are already producing solid numbers, we believe you can produce more with warmer opportunities, less internal competition, and a company built to support your success. We are looking for someone with a chip on their shoulder and something to prove. You may have been overlooked, under-supported, or capped at a company that treats you like another number. At Generations Home Loans, you will have experienced processing and underwriting support, access to company-supported real estate relationships, and a genuine path to greater production and leadership. RESPONSIBILITIES: What You Will Do Build productive relationships with real estate agents throughout your assigned territory Follow up consistently on warm leads, company introductions, and referral opportunities Advise homebuyers and recommend mortgage options that align with their needs Manage borrowers from the initial conversation through application, approval, and closing Communicate proactively with borrowers, agents, processors, and underwriters Build a sustainable, purchase-focused pipeline and establish a strong local market presence Minimum Qualifications Active NMLS license in good standing Previous residential mortgage origination experience Demonstrated ability to generate, manage, and close mortgage opportunities Strong relationship-building, sales, and communication skills Working knowledge of mortgage products, guidelines, and borrower qualification A competitive, growth-oriented mindset with the drive to build something meaningful COMPENSATION: This is a performance-based mortgage origination opportunity designed for professionals who want the ability to grow their production, develop a long-term book of business, and advance into greater levels of responsibility. Compensation is based on individual or team production, experience, role, and applicable leadership responsibilities. Successful producing loan officers may earn $150,000 to $300,000 annually or more , depending on performance. ABOUT: Generations Home Loans is a financially stable, growth-oriented mortgage company committed to helping loan officers build sustainable, relationship-driven businesses. Through defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets, our loan officers have opportunities to develop meaningful connections with real estate professionals and become trusted lending resources within the communities they serve. Our platform is designed to give mortgage professionals the support, tools, and organizational stability they need to focus on relationships, borrowers, and production. Loan officers are backed by dedicated Deal Desk assistance, experienced processing, underwriting, and closing professionals, and technology engineered to improve speed, communication, and consistency throughout the lending process. Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate offices and select leading brokerages across our markets Company-supported opportunities to build productive, long-term relationships with real estate professionals Dedicated Deal Desk assistance and experienced processing, underwriting, and closing support A technology platform engineered for speed, consistency, and effective transaction communication A structured partnership model with clear expectations, measurable performance standards, and meaningful long-term opportunity Direct access to engaged company leadership and support for producers who want to build teams A defined advancement path into market, regional, and senior leadership opportunities Financial stability and an organization positioned to continue investing in responsible growth Employee Benefits Eligible employees have access to a competitive benefits package that includes: 401(k) retirement plan Comprehensive health insurance Dental insurance Vision insurance At Generations Home Loans, talented mortgage professionals receive more than a place to originate loans. They gain a platform designed to support their production, strengthen their real estate partnerships, recognize their leadership potential, and invest in their long-term success.
09/01/2026
Full time
DESCRIPTION: Generations Home Loans is looking for an experienced Mortgage Loan Officer who wants better opportunities, stronger support, and a market with real room to grow. Here is our promise: regardless of where the conversation goes, you will hang up after speaking with our leadership team and think, "That is a cool company." The math should get your attention: approximately 10,000 real estate agents are served by only about 40 loan officers across the territory. The market is underserved, the relationship opportunities are real, and someone is going to establish a strong presence here. It might as well be you. If you are already producing solid numbers, we believe you can produce more with warmer opportunities, less internal competition, and a company built to support your success. We are looking for someone with a chip on their shoulder and something to prove. You may have been overlooked, under-supported, or capped at a company that treats you like another number. At Generations Home Loans, you will have experienced processing and underwriting support, access to company-supported real estate relationships, and a genuine path to greater production and leadership. RESPONSIBILITIES: What You Will Do Build productive relationships with real estate agents throughout your assigned territory Follow up consistently on warm leads, company introductions, and referral opportunities Advise homebuyers and recommend mortgage options that align with their needs Manage borrowers from the initial conversation through application, approval, and closing Communicate proactively with borrowers, agents, processors, and underwriters Build a sustainable, purchase-focused pipeline and establish a strong local market presence Minimum Qualifications Active NMLS license in good standing Previous residential mortgage origination experience Demonstrated ability to generate, manage, and close mortgage opportunities Strong relationship-building, sales, and communication skills Working knowledge of mortgage products, guidelines, and borrower qualification A competitive, growth-oriented mindset with the drive to build something meaningful COMPENSATION: This is a performance-based mortgage origination opportunity designed for professionals who want the ability to grow their production, develop a long-term book of business, and advance into greater levels of responsibility. Compensation is based on individual or team production, experience, role, and applicable leadership responsibilities. Successful producing loan officers may earn $150,000 to $300,000 annually or more , depending on performance. ABOUT: Generations Home Loans is a financially stable, growth-oriented mortgage company committed to helping loan officers build sustainable, relationship-driven businesses. Through defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets, our loan officers have opportunities to develop meaningful connections with real estate professionals and become trusted lending resources within the communities they serve. Our platform is designed to give mortgage professionals the support, tools, and organizational stability they need to focus on relationships, borrowers, and production. Loan officers are backed by dedicated Deal Desk assistance, experienced processing, underwriting, and closing professionals, and technology engineered to improve speed, communication, and consistency throughout the lending process. Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate offices and select leading brokerages across our markets Company-supported opportunities to build productive, long-term relationships with real estate professionals Dedicated Deal Desk assistance and experienced processing, underwriting, and closing support A technology platform engineered for speed, consistency, and effective transaction communication A structured partnership model with clear expectations, measurable performance standards, and meaningful long-term opportunity Direct access to engaged company leadership and support for producers who want to build teams A defined advancement path into market, regional, and senior leadership opportunities Financial stability and an organization positioned to continue investing in responsible growth Employee Benefits Eligible employees have access to a competitive benefits package that includes: 401(k) retirement plan Comprehensive health insurance Dental insurance Vision insurance At Generations Home Loans, talented mortgage professionals receive more than a place to originate loans. They gain a platform designed to support their production, strengthen their real estate partnerships, recognize their leadership potential, and invest in their long-term success.
DESCRIPTION: You already know the mortgage or real estate business from the inside. You may be the processor who understands the file better than the loan officer, the loan officer assistant doing much of the work without the title, or the marketing or real estate professional watching successful producers build careers you know you could build yourself. This may be the door you have been waiting for. Most companies demand years of origination experience before they will give someone a real opportunity. Generations Home Loans cares just as much about hunger, coachability, and initiative. We are looking for industry professionals who are unjaded, ready to learn, and willing to prove what they can do. You will not be thrown into the deep end without support-you will work alongside experienced lending professionals while learning how to build relationships, advise borrowers, and manage successful transactions. The market is wide open, with approximately 10,000 real estate agents and only about 40 loan officers serving the territory. New loan officers at many companies are left to starve while waiting for business. Here, you will have company-supported relationship opportunities, experienced processing and underwriting assistance, and a defined path for building a long-term career. RESPONSIBILITIES: What You Will Do Complete required licensing, onboarding, and mortgage origination training Learn how to qualify borrowers and explain available mortgage financing options Build relationships with real estate agents and other local referral partners Follow up promptly on warm leads, introductions, and company-supported opportunities Guide borrowers through application, documentation, approval, and closing Work closely with experienced loan officers, processors, underwriters, and closing professionals Minimum Qualifications Experience in mortgage lending, real estate, title, escrow, financial services, or a related industry Active NMLS license or the willingness and ability to obtain one Strong communication, organization, and relationship-building skills A coachable attitude and willingness to apply feedback The discipline to prospect, follow up, and take ownership of personal results A strong desire to move into production and prove what you are capable of accomplishing COMPENSATION: This is a performance-based mortgage origination opportunity designed for professionals who want the ability to grow their production, develop a long-term book of business, and advance into greater levels of responsibility. Compensation is based on individual or team production, experience, role, and applicable leadership responsibilities. Successful producing loan officers may earn $150,000 to $300,000 annually or more , depending on performance. ABOUT: Generations Home Loans is a financially stable, growth-oriented mortgage company committed to helping loan officers build sustainable, relationship-driven businesses. Through defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets, our loan officers have opportunities to develop meaningful connections with real estate professionals and become trusted lending resources within the communities they serve. Our platform is designed to give mortgage professionals the support, tools, and organizational stability they need to focus on relationships, borrowers, and production. Loan officers are backed by dedicated Deal Desk assistance, experienced processing, underwriting, and closing professionals, and technology engineered to improve speed, communication, and consistency throughout the lending process. Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate offices and select leading brokerages across our markets Company-supported opportunities to build productive, long-term relationships with real estate professionals Dedicated Deal Desk assistance and experienced processing, underwriting, and closing support A technology platform engineered for speed, consistency, and effective transaction communication A structured partnership model with clear expectations, measurable performance standards, and meaningful long-term opportunity Direct access to engaged company leadership and support for producers who want to build teams A defined advancement path into market, regional, and senior leadership opportunities Financial stability and an organization positioned to continue investing in responsible growth Employee Benefits Eligible employees have access to a competitive benefits package that includes: 401(k) retirement plan Comprehensive health insurance Dental insurance Vision insurance At Generations Home Loans, talented mortgage professionals receive more than a place to originate loans. They gain a platform designed to support their production, strengthen their real estate partnerships, recognize their leadership potential, and invest in their long-term success.
09/01/2026
Full time
DESCRIPTION: You already know the mortgage or real estate business from the inside. You may be the processor who understands the file better than the loan officer, the loan officer assistant doing much of the work without the title, or the marketing or real estate professional watching successful producers build careers you know you could build yourself. This may be the door you have been waiting for. Most companies demand years of origination experience before they will give someone a real opportunity. Generations Home Loans cares just as much about hunger, coachability, and initiative. We are looking for industry professionals who are unjaded, ready to learn, and willing to prove what they can do. You will not be thrown into the deep end without support-you will work alongside experienced lending professionals while learning how to build relationships, advise borrowers, and manage successful transactions. The market is wide open, with approximately 10,000 real estate agents and only about 40 loan officers serving the territory. New loan officers at many companies are left to starve while waiting for business. Here, you will have company-supported relationship opportunities, experienced processing and underwriting assistance, and a defined path for building a long-term career. RESPONSIBILITIES: What You Will Do Complete required licensing, onboarding, and mortgage origination training Learn how to qualify borrowers and explain available mortgage financing options Build relationships with real estate agents and other local referral partners Follow up promptly on warm leads, introductions, and company-supported opportunities Guide borrowers through application, documentation, approval, and closing Work closely with experienced loan officers, processors, underwriters, and closing professionals Minimum Qualifications Experience in mortgage lending, real estate, title, escrow, financial services, or a related industry Active NMLS license or the willingness and ability to obtain one Strong communication, organization, and relationship-building skills A coachable attitude and willingness to apply feedback The discipline to prospect, follow up, and take ownership of personal results A strong desire to move into production and prove what you are capable of accomplishing COMPENSATION: This is a performance-based mortgage origination opportunity designed for professionals who want the ability to grow their production, develop a long-term book of business, and advance into greater levels of responsibility. Compensation is based on individual or team production, experience, role, and applicable leadership responsibilities. Successful producing loan officers may earn $150,000 to $300,000 annually or more , depending on performance. ABOUT: Generations Home Loans is a financially stable, growth-oriented mortgage company committed to helping loan officers build sustainable, relationship-driven businesses. Through defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets, our loan officers have opportunities to develop meaningful connections with real estate professionals and become trusted lending resources within the communities they serve. Our platform is designed to give mortgage professionals the support, tools, and organizational stability they need to focus on relationships, borrowers, and production. Loan officers are backed by dedicated Deal Desk assistance, experienced processing, underwriting, and closing professionals, and technology engineered to improve speed, communication, and consistency throughout the lending process. Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate offices and select leading brokerages across our markets Company-supported opportunities to build productive, long-term relationships with real estate professionals Dedicated Deal Desk assistance and experienced processing, underwriting, and closing support A technology platform engineered for speed, consistency, and effective transaction communication A structured partnership model with clear expectations, measurable performance standards, and meaningful long-term opportunity Direct access to engaged company leadership and support for producers who want to build teams A defined advancement path into market, regional, and senior leadership opportunities Financial stability and an organization positioned to continue investing in responsible growth Employee Benefits Eligible employees have access to a competitive benefits package that includes: 401(k) retirement plan Comprehensive health insurance Dental insurance Vision insurance At Generations Home Loans, talented mortgage professionals receive more than a place to originate loans. They gain a platform designed to support their production, strengthen their real estate partnerships, recognize their leadership potential, and invest in their long-term success.
