Job Description Job Description Senior Lending Officer Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We have an opening for a Senior Lending Officer is responsible for the overall lending areas for the Bank including commercial, mortgage, SBA Loan, and commercial services. Strategically developing new loans and deposits in conformity with approved policies and procedures including underwriting and structuring of new loans, and in managing existing loan and deposit relationships. Responsible for creating a relationship-based sales culture with service excellence that supports the achievement of best-practice goals with excellent credit quality. Develops the strategy, tactics, and performance goals required to achieve targeted financial goals. This position requires to possesses strong analytical and critical thinking skills, and proven history in growing a sound loan portfolio. This position will ensure conformity with legal and regulatory compliance as well as the Bank lending policy; contribute to the Bank's success by ensuring that all products and services are innovative, competitive, and profitable, and responsible for developing and maintaining relationships with key stakeholders, community, and bank partners, and responsible for developing and executing sales strategies to either maintain or gain clients to increase lending revenue and deposit growth. Drive sales activities of the Commercial Banking department. ESSENTIAL DUTIES: 1. Responsible for ensuring that all loan decisions, actions and recommendations are based on an accurate and thorough understanding of each customer's financial needs and conditions and comply with all laws, regulations, and bank policy. 2. Must properly administer the credit worthiness and documentation of all loans and/or borrowing relationships originated to the Chief Credit officer. 3. Responsible for the sourcing, securing, developing, and retaining profitable banking relationships. 4. Primary focus is on finding new business opportunities to sell the Bank's products and services. 5. Responsible for contributing to the credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. 6. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. REQUIREMENTS: 1. Requires Bachelors degree in Business, Finance, Banking, or related field. 2. Advanced degree or certification in related discipline. 3. Minimum 7- 8 years increasingly responsible experience in business development of commercial, real estate, and consumer lending , and SBA loan. 4. Minimum 7- 8 years with sales and marketing experience. 5. Must know and understand the regulatory environment and how the lending function fits in that environment. 6. Comprehensive knowledge of lending principles, practices and services in domestic and international banking. 7. Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships. 8. Ability to define problems, analyze data, and design and implement solutions to enhance the Bank's sales culture. 9. Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy. 10. Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast-paced, changing environment. Bilingual in prefer. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Visit our website at: for additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
06/26/2026
Full time
Job Description Job Description Senior Lending Officer Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We have an opening for a Senior Lending Officer is responsible for the overall lending areas for the Bank including commercial, mortgage, SBA Loan, and commercial services. Strategically developing new loans and deposits in conformity with approved policies and procedures including underwriting and structuring of new loans, and in managing existing loan and deposit relationships. Responsible for creating a relationship-based sales culture with service excellence that supports the achievement of best-practice goals with excellent credit quality. Develops the strategy, tactics, and performance goals required to achieve targeted financial goals. This position requires to possesses strong analytical and critical thinking skills, and proven history in growing a sound loan portfolio. This position will ensure conformity with legal and regulatory compliance as well as the Bank lending policy; contribute to the Bank's success by ensuring that all products and services are innovative, competitive, and profitable, and responsible for developing and maintaining relationships with key stakeholders, community, and bank partners, and responsible for developing and executing sales strategies to either maintain or gain clients to increase lending revenue and deposit growth. Drive sales activities of the Commercial Banking department. ESSENTIAL DUTIES: 1. Responsible for ensuring that all loan decisions, actions and recommendations are based on an accurate and thorough understanding of each customer's financial needs and conditions and comply with all laws, regulations, and bank policy. 2. Must properly administer the credit worthiness and documentation of all loans and/or borrowing relationships originated to the Chief Credit officer. 3. Responsible for the sourcing, securing, developing, and retaining profitable banking relationships. 4. Primary focus is on finding new business opportunities to sell the Bank's products and services. 5. Responsible for contributing to the credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. 6. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. REQUIREMENTS: 1. Requires Bachelors degree in Business, Finance, Banking, or related field. 2. Advanced degree or certification in related discipline. 3. Minimum 7- 8 years increasingly responsible experience in business development of commercial, real estate, and consumer lending , and SBA loan. 4. Minimum 7- 8 years with sales and marketing experience. 5. Must know and understand the regulatory environment and how the lending function fits in that environment. 6. Comprehensive knowledge of lending principles, practices and services in domestic and international banking. 7. Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships. 8. Ability to define problems, analyze data, and design and implement solutions to enhance the Bank's sales culture. 9. Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy. 10. Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast-paced, changing environment. Bilingual in prefer. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Visit our website at: for additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
Job Description Job Description Are you competitive, motivated, and looking for a career with serious income potential? We're looking for driven individuals to join our Loan Officer Training Program. No mortgage experience? No problem. We provide training, mentorship, and the tools you need to build a successful career in lending. This is an opportunity to learn from experienced professionals, develop valuable sales and financial skills, and earn uncapped commissions as you grow. What You'll Do Learn how to evaluate and structure residential, commercial, and consumer loan solutions Guide clients through the loan application process from start to finish Build relationships with borrowers and referral partners Help clients understand financing options and payment strategies Collect and organize loan documentation Follow up with leads and prospective borrowers Deliver exceptional customer service and resolve client concerns professionally Develop your own pipeline of business and referral sources What We're Looking For Strong communication and people skills Competitive, goal-oriented mindset Self-motivated with a desire to learn and grow Comfortable speaking with clients and building relationships Organized and detail-oriented Basic math and analytical skills Sales, customer service, hospitality, retail, athletics, or leadership experience is a plus-but not required What We Offer Hourly pay plus uncapped commission Paid training and ongoing mentorship Clear path to becoming a licensed Loan Officer Career advancement opportunities Professional development in finance, lending, sales, and business Supportive team environment If you're ambitious, coachable, and ready to build a rewarding career with unlimited growth potential, we'd love to hear from you. Company Description Lending Force is a Top 25 national mortgage brokerage and a proud partner of the nation's wholesale lender, United Wholesale Mortgage (UWM). Operating across 43 states, we run a high-energy, high-volume sales floor out of our Troy, Michigan headquarters. We are looking for passionate, driven individuals who want to learn the mortgage industry from the ground up and build a lucrative career in sales. Company Description Lending Force is a Top 25 national mortgage brokerage and a proud partner of the nation's wholesale lender, United Wholesale Mortgage (UWM). Operating across 43 states, we run a high-energy, high-volume sales floor out of our Troy, Michigan headquarters. We are looking for passionate, driven individuals who want to learn the mortgage industry from the ground up and build a lucrative career in sales.
06/26/2026
Full time
Job Description Job Description Are you competitive, motivated, and looking for a career with serious income potential? We're looking for driven individuals to join our Loan Officer Training Program. No mortgage experience? No problem. We provide training, mentorship, and the tools you need to build a successful career in lending. This is an opportunity to learn from experienced professionals, develop valuable sales and financial skills, and earn uncapped commissions as you grow. What You'll Do Learn how to evaluate and structure residential, commercial, and consumer loan solutions Guide clients through the loan application process from start to finish Build relationships with borrowers and referral partners Help clients understand financing options and payment strategies Collect and organize loan documentation Follow up with leads and prospective borrowers Deliver exceptional customer service and resolve client concerns professionally Develop your own pipeline of business and referral sources What We're Looking For Strong communication and people skills Competitive, goal-oriented mindset Self-motivated with a desire to learn and grow Comfortable speaking with clients and building relationships Organized and detail-oriented Basic math and analytical skills Sales, customer service, hospitality, retail, athletics, or leadership experience is a plus-but not required What We Offer Hourly pay plus uncapped commission Paid training and ongoing mentorship Clear path to becoming a licensed Loan Officer Career advancement opportunities Professional development in finance, lending, sales, and business Supportive team environment If you're ambitious, coachable, and ready to build a rewarding career with unlimited growth potential, we'd love to hear from you. Company Description Lending Force is a Top 25 national mortgage brokerage and a proud partner of the nation's wholesale lender, United Wholesale Mortgage (UWM). Operating across 43 states, we run a high-energy, high-volume sales floor out of our Troy, Michigan headquarters. We are looking for passionate, driven individuals who want to learn the mortgage industry from the ground up and build a lucrative career in sales. Company Description Lending Force is a Top 25 national mortgage brokerage and a proud partner of the nation's wholesale lender, United Wholesale Mortgage (UWM). Operating across 43 states, we run a high-energy, high-volume sales floor out of our Troy, Michigan headquarters. We are looking for passionate, driven individuals who want to learn the mortgage industry from the ground up and build a lucrative career in sales.
Job Description Job Description Job Responsibilities: Build and maintain relationships with referral partners (e.g. Realtors, Financial Advisors, Bank Branches). Identify partnership opportunities and develop strong business relationships through company sponsored events, and direct to consumer activities. Develop knowledge of Company products, policies and procedures, and underwriting requirements. Analyze detailed financial and credit data, matching consumer needs with an appropriate loan program and level of risk. Develop and maintain a high degree of visibility for Sun West in the marketplace. Visit for detailed pricing and compensation plans. We offer an excellent compensation and benefits package, including health, dental, vision insurance and a 401 (k) program. As well as a great work environment. Requirements: A valid NMLS state license is required. 2+ years of successful external/outside retail mortgage origination experience with an emphasis on self-sourced business. Proven sales experience with the ability to meet production standards set for Branch production. Complete familiarity with FNMA /FHLMC, FHA/VA guidelines and understanding of all facets involved in real estate transactions. Note:This is a 100% commission role. Fannie Mae is a registered trademark of Fannie Mae. Company Description Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Company Description Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.
06/26/2026
Full time
Job Description Job Description Job Responsibilities: Build and maintain relationships with referral partners (e.g. Realtors, Financial Advisors, Bank Branches). Identify partnership opportunities and develop strong business relationships through company sponsored events, and direct to consumer activities. Develop knowledge of Company products, policies and procedures, and underwriting requirements. Analyze detailed financial and credit data, matching consumer needs with an appropriate loan program and level of risk. Develop and maintain a high degree of visibility for Sun West in the marketplace. Visit for detailed pricing and compensation plans. We offer an excellent compensation and benefits package, including health, dental, vision insurance and a 401 (k) program. As well as a great work environment. Requirements: A valid NMLS state license is required. 2+ years of successful external/outside retail mortgage origination experience with an emphasis on self-sourced business. Proven sales experience with the ability to meet production standards set for Branch production. Complete familiarity with FNMA /FHLMC, FHA/VA guidelines and understanding of all facets involved in real estate transactions. Note:This is a 100% commission role. Fannie Mae is a registered trademark of Fannie Mae. Company Description Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Company Description Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.
Job Description Job Description If you're great with people, confident on the phone, and want a real career path (not another hourly job) this is for YOU . Company Overview: MortgagePros is a Top 10 UWM partner and one of the fastest-growing mortgage brokerages in Michigan. We help thousands of homeowners every month secure smarter home financing solutions. We offer a dynamic and supportive environment with an emphasis on professional growth, collaboration, and long-term career success. Mortgage Pros is investing in, and hiring Mortgage Loan Officer Trainees in our Troy office. You do not need mortgage experience to apply . We'll train you on site, teach you the business, and support you with leadership, operations, and coaching so you can build a long term career in mortgages. This is a W2 position with benefits. Our established Loan Officers earn well over $150K. What you'll do Learn how to guide clients through the mortgage process with clarity and confidence Call and communicate with prospective clients build rapport fast and earn trust Ask the right questions to understand goals and recommend options Collect documentation and help complete a mortgage application accurately Work with our processing and operations team to move loans through the pipeline Follow a proven process and daily activity plan to hit performance goals Build relationships and create repeat/referral business over time Training and support Structured on site training program in Troy Coaching from experienced leaders and producers Hands on shadowing, scripting, objection handling, and live call feedback Operations support so you can focus on clients and production What we're looking for Strong communication and people skills Comfortable talking to strangers and making lots of calls Competitive, coachable, and motivated by performance based income Professional, reliable, and organized Sales, hospitality, restaurant, retail, customer service, or call center experience is a plus High school diploma or equivalent required Compensation W2 role Performance based income with strong upside Established Loan Officers here typically earn well over $100K Benefits and perks Full benefits package Free lifetime gym membership On site training and ongoing coaching Career growth in a high income industry Schedule Full time Monday through Friday (on site) Job Type: Full-time Benefits: 401(k) Employee discount Flexible schedule Health insurance Opportunities for advancement Paid time off Professional development assistance Referral program Retirement plan Vision insurance Work Location: In person
06/26/2026
Full time
Job Description Job Description If you're great with people, confident on the phone, and want a real career path (not another hourly job) this is for YOU . Company Overview: MortgagePros is a Top 10 UWM partner and one of the fastest-growing mortgage brokerages in Michigan. We help thousands of homeowners every month secure smarter home financing solutions. We offer a dynamic and supportive environment with an emphasis on professional growth, collaboration, and long-term career success. Mortgage Pros is investing in, and hiring Mortgage Loan Officer Trainees in our Troy office. You do not need mortgage experience to apply . We'll train you on site, teach you the business, and support you with leadership, operations, and coaching so you can build a long term career in mortgages. This is a W2 position with benefits. Our established Loan Officers earn well over $150K. What you'll do Learn how to guide clients through the mortgage process with clarity and confidence Call and communicate with prospective clients build rapport fast and earn trust Ask the right questions to understand goals and recommend options Collect documentation and help complete a mortgage application accurately Work with our processing and operations team to move loans through the pipeline Follow a proven process and daily activity plan to hit performance goals Build relationships and create repeat/referral business over time Training and support Structured on site training program in Troy Coaching from experienced leaders and producers Hands on shadowing, scripting, objection handling, and live call feedback Operations support so you can focus on clients and production What we're looking for Strong communication and people skills Comfortable talking to strangers and making lots of calls Competitive, coachable, and motivated by performance based income Professional, reliable, and organized Sales, hospitality, restaurant, retail, customer service, or call center experience is a plus High school diploma or equivalent required Compensation W2 role Performance based income with strong upside Established Loan Officers here typically earn well over $100K Benefits and perks Full benefits package Free lifetime gym membership On site training and ongoing coaching Career growth in a high income industry Schedule Full time Monday through Friday (on site) Job Type: Full-time Benefits: 401(k) Employee discount Flexible schedule Health insurance Opportunities for advancement Paid time off Professional development assistance Referral program Retirement plan Vision insurance Work Location: In person
MOTIVATION FINANCIAL LLC
Charlotte, North Carolina
Job Description Job Description Mortgage Loan Officer Motivation Mortgage Charlotte, NC Full-Time Grow Your Pipeline. Grow Your Career. At Motivation Mortgage , we're built for ambitious loan officers who want more-more opportunity, more support, and more ways to grow their business. Whether you're a seasoned pro with deep referral networks or someone looking for a fresh environment that provides leads and operational backing, we're here to help you succeed. We're actively hiring experienced Mortgage Loan Officers with 1 + years of self-generation experience. In addition, we've built strong relationships with trusted real estate agents, financial professionals, and investor groups-giving you a steady flow of opportunities while you continue building your own book of business. Key Responsibilities: Cultivate relationships with homebuyers, real estate agents, financial advisors, and other referral sources to generate mortgage applications Leverage warm leads provided by our relationship managers while continuing to grow your personal network and pipeline Conduct needs assessments to recommend suitable loan products, including conventional, FHA, VA, and niche products like DSCR and fix-and-flip loans Guide clients through the mortgage process from application to closing, delivering outstanding service at every step Collaborate with our in-house processing and operations team to ensure fast, efficient closings Stay informed on market trends, mortgage guidelines, and loan product offerings to provide expert advice to clients and partners Maintain compliance with all regulatory requirements and internal policies What We're Looking For: 1 + years of mortgage origination experience Strong communication and interpersonal skills NMLS license (active and in good standing) Familiarity with investor products (DSCR, fix-and-flip, etc.) is a plus , but not required Highly organized and motivated with a desire to grow your career and income Why Motivation Mortgage? Competitive Compensation: Aggressive commission structure designed to reward top producers Operations & Processing Support: Partner with an experienced operations team that prioritizes fast turn times and smooth closings Direct Access to Leadership: Work alongside ownership and leadership for ongoing mentorship, training, and support Marketing Resources: Access to social media content, co-branded marketing materials, and event opportunities to help grow your brand Career Growth: Opportunities for leadership roles, expanded territories, and ongoing professional development as we continue to scale About Motivation Mortgage: Motivation Mortgage is a dynamic mortgage brokerage based in Charlotte, NC, built to support the growth of our clients, partners, and team members. With competitive pricing, top-tier operational support, and a focus on building lasting relationships, we're here to help you take your career to the next level.
06/26/2026
Full time
Job Description Job Description Mortgage Loan Officer Motivation Mortgage Charlotte, NC Full-Time Grow Your Pipeline. Grow Your Career. At Motivation Mortgage , we're built for ambitious loan officers who want more-more opportunity, more support, and more ways to grow their business. Whether you're a seasoned pro with deep referral networks or someone looking for a fresh environment that provides leads and operational backing, we're here to help you succeed. We're actively hiring experienced Mortgage Loan Officers with 1 + years of self-generation experience. In addition, we've built strong relationships with trusted real estate agents, financial professionals, and investor groups-giving you a steady flow of opportunities while you continue building your own book of business. Key Responsibilities: Cultivate relationships with homebuyers, real estate agents, financial advisors, and other referral sources to generate mortgage applications Leverage warm leads provided by our relationship managers while continuing to grow your personal network and pipeline Conduct needs assessments to recommend suitable loan products, including conventional, FHA, VA, and niche products like DSCR and fix-and-flip loans Guide clients through the mortgage process from application to closing, delivering outstanding service at every step Collaborate with our in-house processing and operations team to ensure fast, efficient closings Stay informed on market trends, mortgage guidelines, and loan product offerings to provide expert advice to clients and partners Maintain compliance with all regulatory requirements and internal policies What We're Looking For: 1 + years of mortgage origination experience Strong communication and interpersonal skills NMLS license (active and in good standing) Familiarity with investor products (DSCR, fix-and-flip, etc.) is a plus , but not required Highly organized and motivated with a desire to grow your career and income Why Motivation Mortgage? Competitive Compensation: Aggressive commission structure designed to reward top producers Operations & Processing Support: Partner with an experienced operations team that prioritizes fast turn times and smooth closings Direct Access to Leadership: Work alongside ownership and leadership for ongoing mentorship, training, and support Marketing Resources: Access to social media content, co-branded marketing materials, and event opportunities to help grow your brand Career Growth: Opportunities for leadership roles, expanded territories, and ongoing professional development as we continue to scale About Motivation Mortgage: Motivation Mortgage is a dynamic mortgage brokerage based in Charlotte, NC, built to support the growth of our clients, partners, and team members. With competitive pricing, top-tier operational support, and a focus on building lasting relationships, we're here to help you take your career to the next level.
Job Description Job Description Position: Mortgage Loan Originator Location: City Locations Reports to: VP, Group Lead Mortgage Lending Summary: A Mortgage Loan Consultant or Mortgage Loan Originator will be responsible for originating residential first mortgage loans. The MLC will generate new business by developing and maintaining strong relationships with real estate professionals, developers, CPAs, Attorneys, and other referral partners while providing superior service to bank customers. The MLC will also be responsible for completing and submitting a quality loan application as well as resolve any outstanding issues in order to complete the mortgage origination. Qualifications: Previous mortgage sales experience or comparable financial or sales experience is preferred (Willing to train-with prior sales experience or experience in mortgage servicing) Sales aptitude Minimum sales quota/expectation of $1,000,000 per month in closed business Strong relationship-building skills Good math aptitude Excellent written and oral communication skills Intermediate PC skills required in Windows environment This position will require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. As such, upon active employment with the Bank, The MLC will be required to either register via the NMLS registry or re-register and move your previous registration to Lakeside Bank's registration rolls. Continued employment in this position with Lakeside Bank is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. Paid Time Off: For the first 5 years of service for this position, the employee is eligible for 3 weeks of vacation. All employees are eligible for 5 days of paid sick time and 5 days of PTO. Additionally, we have 11 paid Holidays each year. Salary Information: This is a sales position. All leads are generally self-generated. There is a base salary of $30,000 and then In addition to the base salary, the Mortgage Loan Originator shall receive commissions earned on closed and funded loans. The Mortgage Loan Originator shall be compensated only for those loans which close, fund and result in fee income to Lakeside. Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at: Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at:
06/26/2026
Full time
Job Description Job Description Position: Mortgage Loan Originator Location: City Locations Reports to: VP, Group Lead Mortgage Lending Summary: A Mortgage Loan Consultant or Mortgage Loan Originator will be responsible for originating residential first mortgage loans. The MLC will generate new business by developing and maintaining strong relationships with real estate professionals, developers, CPAs, Attorneys, and other referral partners while providing superior service to bank customers. The MLC will also be responsible for completing and submitting a quality loan application as well as resolve any outstanding issues in order to complete the mortgage origination. Qualifications: Previous mortgage sales experience or comparable financial or sales experience is preferred (Willing to train-with prior sales experience or experience in mortgage servicing) Sales aptitude Minimum sales quota/expectation of $1,000,000 per month in closed business Strong relationship-building skills Good math aptitude Excellent written and oral communication skills Intermediate PC skills required in Windows environment This position will require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. As such, upon active employment with the Bank, The MLC will be required to either register via the NMLS registry or re-register and move your previous registration to Lakeside Bank's registration rolls. Continued employment in this position with Lakeside Bank is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. Paid Time Off: For the first 5 years of service for this position, the employee is eligible for 3 weeks of vacation. All employees are eligible for 5 days of paid sick time and 5 days of PTO. Additionally, we have 11 paid Holidays each year. Salary Information: This is a sales position. All leads are generally self-generated. There is a base salary of $30,000 and then In addition to the base salary, the Mortgage Loan Originator shall receive commissions earned on closed and funded loans. The Mortgage Loan Originator shall be compensated only for those loans which close, fund and result in fee income to Lakeside. Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at: Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at:
Job Description Job Description Job Summary We're looking for an experienced and motivated Loan Officer to join our high-performing team in Colorado. In this role, you'll play a key part in helping homebuyers secure financing by evaluating loan applications, analyzing credit profiles, and ensuring full compliance with regulatory standards. You'll benefit from a steady stream of qualified leads-clients actively seeking mortgage solutions. Our structured training and support systems will empower you to convert these opportunities into funded loans. Top performers on our team consistently close 15-30 loans per month using our proven process. Loan officers typically handle 2-5 new applications daily . You'll collect the application, leverage our advanced loan software to streamline processing, and guide each client from contract to close-ensuring a smooth, professional experience every step of the way. Join a team that values excellence, delivers results, and supports your long-term success. Responsibilities Review and evaluate loan applications for eligibility. Conduct thorough credit and financial analysis. Collect and verify required documentation from borrowers. Guide clients through the full loan process, offering clear communication and expert support. Assess risk and make informed recommendations based on underwriting guidelines. Ensure compliance with lending laws, regulations, and Fair Housing standards. Maintain accurate records of all loan activity. Build and nurture relationships with clients, real estate professionals, and industry partners. Qualifications 2+ years of experience as a Loan Officer or similar role in financial services. Strong understanding of loan origination and underwriting practices. Proficiency with loan and financial analysis tools; familiarity with CRM and LOS systems. High-level math and analytical skills for calculating rates, payments, and scenarios. Excellent communication and interpersonal abilities. Ability to work independently in a fast-paced environment and meet deadlines. Working knowledge of Fair Housing and federal lending regulations. Ready to elevate your mortgage career? Apply now and become part of a supportive, fast-growing team with unlimited earning potential and real opportunities for growth .
06/26/2026
Full time
Job Description Job Description Job Summary We're looking for an experienced and motivated Loan Officer to join our high-performing team in Colorado. In this role, you'll play a key part in helping homebuyers secure financing by evaluating loan applications, analyzing credit profiles, and ensuring full compliance with regulatory standards. You'll benefit from a steady stream of qualified leads-clients actively seeking mortgage solutions. Our structured training and support systems will empower you to convert these opportunities into funded loans. Top performers on our team consistently close 15-30 loans per month using our proven process. Loan officers typically handle 2-5 new applications daily . You'll collect the application, leverage our advanced loan software to streamline processing, and guide each client from contract to close-ensuring a smooth, professional experience every step of the way. Join a team that values excellence, delivers results, and supports your long-term success. Responsibilities Review and evaluate loan applications for eligibility. Conduct thorough credit and financial analysis. Collect and verify required documentation from borrowers. Guide clients through the full loan process, offering clear communication and expert support. Assess risk and make informed recommendations based on underwriting guidelines. Ensure compliance with lending laws, regulations, and Fair Housing standards. Maintain accurate records of all loan activity. Build and nurture relationships with clients, real estate professionals, and industry partners. Qualifications 2+ years of experience as a Loan Officer or similar role in financial services. Strong understanding of loan origination and underwriting practices. Proficiency with loan and financial analysis tools; familiarity with CRM and LOS systems. High-level math and analytical skills for calculating rates, payments, and scenarios. Excellent communication and interpersonal abilities. Ability to work independently in a fast-paced environment and meet deadlines. Working knowledge of Fair Housing and federal lending regulations. Ready to elevate your mortgage career? Apply now and become part of a supportive, fast-growing team with unlimited earning potential and real opportunities for growth .
Job Description Job Description Join the Towne Mortgage Family of Companies - Now Hiring for Our AmeriCU Division Towne Mortgage Family of Companies has over 40 years of experience in the mortgage industry as a trusted, multi-channel national mortgage lender. We're proud to offer a workplace where people don't just show up for a job-they stay for a career. This position is part of our AmeriCU division , one of the specialized teams within the Towne family. As a valued member of this division, you'll benefit from the resources and stability of a nationally recognized company while contributing to a team that delivers personalized service and innovative solutions. Additionally, you'll work closely with credit unions to provide customized mortgage solutions and help members achieve their homeownership goals. At Towne, we're always looking for talented individuals to help us grow. When you join us, you're not just joining a company-you're becoming part of a supportive, award-winning culture that prioritizes competitive compensation, comprehensive benefits, and a flexible work-life balance. If you're ready to take the next step in your career with a company that values you, you've found the right place. Please note: Candidates must have a presence in the state of Missouri to be considered for this position. An active NMLS license is required for this position. This position allows you to split your time between remote work and office presence, with some days requiring you to be present in the office. This will be discussed if selected for an interview. Position Overview: Assist the borrower in determining the proper loan program, completing the loan application, and gathering necessary documentation such as pay stubs, tax returns, and bank statements to begin the loan process. A credit report is obtained and analyzed by the originator. During the mortgage loan process, the mortgage originator communicates with the title officer, escrow officer, loan processor, and underwriter. Duties & Responsibilities Overview: Originate mortgage loans through credit union referrals, self-generated efforts, company-provided referrals, and other marketing campaigns. Interview applicants to determine goals and recommend suitable products, terms, and pricing. Take applications, conduct preliminary reviews, and submit complete files for processing and underwriting. Ensure the timely collection of documentation for underwriting and closing. Respond to inbound calls and assist with customer inquiries. Meet or exceed individual sales/production goals. Maintain and utilize CRM to manage pipeline and relationships. Requirements Overview: Active NMLS License. Minimum of 2 years of outside loan origination experience. High School diploma required; bachelor's degree preferred. Strong written and verbal communication skills. Highly organized, with the ability to manage multiple loans and priorities simultaneously. Analytical skills with the ability to interpret complex financial data. Professional and effective interpersonal skills. Ability to meet required business hours and expectations. Self-motivated and goal-driven. Conducts all work in a highly ethical and compliant manner with clients, colleagues, and partners. Towne Mortgage is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, disability, national origin, veteran status, or genetic information as well as any other State or local employment protections. Towne Mortgage is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
06/26/2026
Full time
Job Description Job Description Join the Towne Mortgage Family of Companies - Now Hiring for Our AmeriCU Division Towne Mortgage Family of Companies has over 40 years of experience in the mortgage industry as a trusted, multi-channel national mortgage lender. We're proud to offer a workplace where people don't just show up for a job-they stay for a career. This position is part of our AmeriCU division , one of the specialized teams within the Towne family. As a valued member of this division, you'll benefit from the resources and stability of a nationally recognized company while contributing to a team that delivers personalized service and innovative solutions. Additionally, you'll work closely with credit unions to provide customized mortgage solutions and help members achieve their homeownership goals. At Towne, we're always looking for talented individuals to help us grow. When you join us, you're not just joining a company-you're becoming part of a supportive, award-winning culture that prioritizes competitive compensation, comprehensive benefits, and a flexible work-life balance. If you're ready to take the next step in your career with a company that values you, you've found the right place. Please note: Candidates must have a presence in the state of Missouri to be considered for this position. An active NMLS license is required for this position. This position allows you to split your time between remote work and office presence, with some days requiring you to be present in the office. This will be discussed if selected for an interview. Position Overview: Assist the borrower in determining the proper loan program, completing the loan application, and gathering necessary documentation such as pay stubs, tax returns, and bank statements to begin the loan process. A credit report is obtained and analyzed by the originator. During the mortgage loan process, the mortgage originator communicates with the title officer, escrow officer, loan processor, and underwriter. Duties & Responsibilities Overview: Originate mortgage loans through credit union referrals, self-generated efforts, company-provided referrals, and other marketing campaigns. Interview applicants to determine goals and recommend suitable products, terms, and pricing. Take applications, conduct preliminary reviews, and submit complete files for processing and underwriting. Ensure the timely collection of documentation for underwriting and closing. Respond to inbound calls and assist with customer inquiries. Meet or exceed individual sales/production goals. Maintain and utilize CRM to manage pipeline and relationships. Requirements Overview: Active NMLS License. Minimum of 2 years of outside loan origination experience. High School diploma required; bachelor's degree preferred. Strong written and verbal communication skills. Highly organized, with the ability to manage multiple loans and priorities simultaneously. Analytical skills with the ability to interpret complex financial data. Professional and effective interpersonal skills. Ability to meet required business hours and expectations. Self-motivated and goal-driven. Conducts all work in a highly ethical and compliant manner with clients, colleagues, and partners. Towne Mortgage is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, disability, national origin, veteran status, or genetic information as well as any other State or local employment protections. Towne Mortgage is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
WEOKIE Federal Credit Union
Oklahoma City, Oklahoma
Job Description Job Description Outside Sales POSITION DESCRIPTION Title: Mortgage Development Officer The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. Major Activities: 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take applications at multiple locations including realtor offices, builder offices, community events, and other venues as needed to serve WEOKIE's OKC metro membership. 2. Set expectations upfront with borrower(s) and relay loan transaction requirements. 3. Provide assistance to applicants in the selection of the proper first, second, and ITIN mortgage product. 4. Originate first, second, and ITIN mortgage loans including but not limited to taking a borrower(s) application, assisting in the gathering of documentation, communicating regularly with applicant/relevant parties, and submitting loans to their assigned Mortgage Loan Processor. 5. Complete member applications and respond to inquiries as assigned by the Mortgage Sales & Operations Manager. 6. Cultivate and sustain partner-focused relationships with referral sources by proactively calling on Real Estate Agents, builders, and other community partners. Actively engage in networking opportunities with realtors, builders, and community organizations such as the Hispanic Chamber of Commerce, National Association of Hispanic Real Estate Professionals, Oklahoma Association of Realtors, and similar professional networking groups. This strategic approach ensures strong community connections and enhances WEOKIE's ability to serve the diverse needs of our OKC metro members and non-members. 7. Manage individual pipeline and communicate loan status to members, referral partners, and Title Company when appropriate. 8. Learn and use various in-house technical systems and programs to streamline the process and reporting requirements. Document all efforts to ensure member loan closings are completed efficiently. 9. Maintain an active knowledge base of all loan products and an understanding of the qualifications required for each applicant. Maintain knowledge of and adherence to loan level compliance and regulatory requirements. 10. Participate in regular coaching and performance evaluations. 11. Adhere to and execute the following SLAs and business development expectations, which are requirements of the Mortgage Development Officer: o Minimum of three realtor/builder/vendor visits weekly o Active membership in at least one realtor or professional association o 60-minute response time to online first mortgage applications if submitted during regular business hours. Overnight applications submitted online will be responded to the next business day o Regular attendance at community networking events and relationship-building activities 12. Maintain individual mortgage licensing (NMLS) and continuing education requirements to comply with federal and state guidelines relative to the position. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. 13. Assist with the training of new mortgage loan officers when applicable. CRITICAL RESULTS: 1. Members receive consistent high levels of communication and raving fan service. 2. Business goals and SLAs for loan applications, closed loan volume, and application pull through and follow-up are consistently met and often exceeded. As a requirement for remaining employed in this position, WEOKIE maintains specific monthly loan production targets. Loan production is defined as loans closed and disbursed. Performance against production metrics is regularly monitored and is a significant factor in performance management and compensation decisions. 3. Business requirements and SLAs for file quality standards and compliance timing in the origination and closing of first, second, and ITIN mortgage loans are consistently met and often exceeded. 4. Applicable federal, state, and corporate licensing and compliance regulations are adhered to on a consistent basis. 5. All activities are efficiently conducted, generally error-free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. 6. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. 7. Strong community presence and business development pipeline growth demonstrate the officer's effectiveness in building relationships and generating new loan opportunities within the OKC metro field of membership. QUALIFICATIONS: The Mortgage Development Officer possesses the following knowledge and skills: A. High School diploma or equivalent is required. Minimum 1-year previous mortgage experience in origination of first, second, or ITIN mortgages is required. B. Demonstrate ability to analyze credit reports, automated underwriting decisions, title commitments, purchase agreements, and other mortgage-related documents including the preparation of mortgage disclosure packages. C. Demonstrate ability to learn and use the necessary software to complete job functions, especially mortgage loan origination processing systems and third-party websites. D. Knowledge of conventional and Fannie Mae loan products and guidelines. E. Excellent phone etiquette. F. Demonstrate ability to learn and adhere to federal and state regulations/laws as they pertain to mortgage lending. G. Maintain all required NMLS and SAFE Act licensing requirements including: 1) Annual attestation and NMLS account review 2) Compliance with all internal SAFE Act Audits 3) Minimum of one SAFE Act training course per year 4) The applicant must be in good standing with all state and federal licensing authorities H. Proficiency with Microsoft Office and Email. I. Strong business development and sales acumen. Ability to identify opportunities, develop relationships, and close transactions. Proven ability to manage pipeline and drive results independently. J. Knowledge and understanding of OKC metro market, including community demographics, neighborhoods, local real estate trends, and membership opportunities within WEOKIE's field of membership. K. Automobile Liability Insurance 1) Possession of a valid Oklahoma State driver's license and maintain liability insurance at the minimum statutory limits in effect on any automobile that will be used in conducting business at their sole expense. Proof of satisfactory coverage and a valid driver's license must be provided at time of hire. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful. 1) Core Competencies: Core Competencies are consistent for all positions across the organization are aligned with WEOKIE Federal Credit Union's Core Values. a) Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds appropriately to internal member needs. b) Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements. c) Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, and conveys good news and bad. Job Specific Competencies: This position requires a self-directed, entrepreneurial individual who is able to maintain composure and focus in a variety of situations. The following stand out among a long list of behavioral competencies for this position: a) Job Knowledge: Understands duties and responsibilities, has necessary job knowledge and technical skills, understands company mission/values, keeps job knowledge current, and is in command of critical issues. b) Self-Direction and Independence: Works effectively with minimal supervision, manages own schedule and priorities, takes initiative to drive results, and maintains accountability for outcomes. Communicates regularly with manager regarding progress, challenges, and pipeline development. c) Productivity: Manages workload effectively, volunteers for additional responsibility, prioritizes tasks, develops good work procedures, manages time well, and handles information flow efficiently. Demonstrates consistent effort toward production goals and self-improvement click apply for full job details
06/26/2026
Full time
Job Description Job Description Outside Sales POSITION DESCRIPTION Title: Mortgage Development Officer The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. Major Activities: 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take applications at multiple locations including realtor offices, builder offices, community events, and other venues as needed to serve WEOKIE's OKC metro membership. 2. Set expectations upfront with borrower(s) and relay loan transaction requirements. 3. Provide assistance to applicants in the selection of the proper first, second, and ITIN mortgage product. 4. Originate first, second, and ITIN mortgage loans including but not limited to taking a borrower(s) application, assisting in the gathering of documentation, communicating regularly with applicant/relevant parties, and submitting loans to their assigned Mortgage Loan Processor. 5. Complete member applications and respond to inquiries as assigned by the Mortgage Sales & Operations Manager. 6. Cultivate and sustain partner-focused relationships with referral sources by proactively calling on Real Estate Agents, builders, and other community partners. Actively engage in networking opportunities with realtors, builders, and community organizations such as the Hispanic Chamber of Commerce, National Association of Hispanic Real Estate Professionals, Oklahoma Association of Realtors, and similar professional networking groups. This strategic approach ensures strong community connections and enhances WEOKIE's ability to serve the diverse needs of our OKC metro members and non-members. 7. Manage individual pipeline and communicate loan status to members, referral partners, and Title Company when appropriate. 8. Learn and use various in-house technical systems and programs to streamline the process and reporting requirements. Document all efforts to ensure member loan closings are completed efficiently. 9. Maintain an active knowledge base of all loan products and an understanding of the qualifications required for each applicant. Maintain knowledge of and adherence to loan level compliance and regulatory requirements. 10. Participate in regular coaching and performance evaluations. 11. Adhere to and execute the following SLAs and business development expectations, which are requirements of the Mortgage Development Officer: o Minimum of three realtor/builder/vendor visits weekly o Active membership in at least one realtor or professional association o 60-minute response time to online first mortgage applications if submitted during regular business hours. Overnight applications submitted online will be responded to the next business day o Regular attendance at community networking events and relationship-building activities 12. Maintain individual mortgage licensing (NMLS) and continuing education requirements to comply with federal and state guidelines relative to the position. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. 13. Assist with the training of new mortgage loan officers when applicable. CRITICAL RESULTS: 1. Members receive consistent high levels of communication and raving fan service. 2. Business goals and SLAs for loan applications, closed loan volume, and application pull through and follow-up are consistently met and often exceeded. As a requirement for remaining employed in this position, WEOKIE maintains specific monthly loan production targets. Loan production is defined as loans closed and disbursed. Performance against production metrics is regularly monitored and is a significant factor in performance management and compensation decisions. 3. Business requirements and SLAs for file quality standards and compliance timing in the origination and closing of first, second, and ITIN mortgage loans are consistently met and often exceeded. 4. Applicable federal, state, and corporate licensing and compliance regulations are adhered to on a consistent basis. 5. All activities are efficiently conducted, generally error-free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. 6. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. 7. Strong community presence and business development pipeline growth demonstrate the officer's effectiveness in building relationships and generating new loan opportunities within the OKC metro field of membership. QUALIFICATIONS: The Mortgage Development Officer possesses the following knowledge and skills: A. High School diploma or equivalent is required. Minimum 1-year previous mortgage experience in origination of first, second, or ITIN mortgages is required. B. Demonstrate ability to analyze credit reports, automated underwriting decisions, title commitments, purchase agreements, and other mortgage-related documents including the preparation of mortgage disclosure packages. C. Demonstrate ability to learn and use the necessary software to complete job functions, especially mortgage loan origination processing systems and third-party websites. D. Knowledge of conventional and Fannie Mae loan products and guidelines. E. Excellent phone etiquette. F. Demonstrate ability to learn and adhere to federal and state regulations/laws as they pertain to mortgage lending. G. Maintain all required NMLS and SAFE Act licensing requirements including: 1) Annual attestation and NMLS account review 2) Compliance with all internal SAFE Act Audits 3) Minimum of one SAFE Act training course per year 4) The applicant must be in good standing with all state and federal licensing authorities H. Proficiency with Microsoft Office and Email. I. Strong business development and sales acumen. Ability to identify opportunities, develop relationships, and close transactions. Proven ability to manage pipeline and drive results independently. J. Knowledge and understanding of OKC metro market, including community demographics, neighborhoods, local real estate trends, and membership opportunities within WEOKIE's field of membership. K. Automobile Liability Insurance 1) Possession of a valid Oklahoma State driver's license and maintain liability insurance at the minimum statutory limits in effect on any automobile that will be used in conducting business at their sole expense. Proof of satisfactory coverage and a valid driver's license must be provided at time of hire. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful. 1) Core Competencies: Core Competencies are consistent for all positions across the organization are aligned with WEOKIE Federal Credit Union's Core Values. a) Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds appropriately to internal member needs. b) Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements. c) Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, and conveys good news and bad. Job Specific Competencies: This position requires a self-directed, entrepreneurial individual who is able to maintain composure and focus in a variety of situations. The following stand out among a long list of behavioral competencies for this position: a) Job Knowledge: Understands duties and responsibilities, has necessary job knowledge and technical skills, understands company mission/values, keeps job knowledge current, and is in command of critical issues. b) Self-Direction and Independence: Works effectively with minimal supervision, manages own schedule and priorities, takes initiative to drive results, and maintains accountability for outcomes. Communicates regularly with manager regarding progress, challenges, and pipeline development. c) Productivity: Manages workload effectively, volunteers for additional responsibility, prioritizes tasks, develops good work procedures, manages time well, and handles information flow efficiently. Demonstrates consistent effort toward production goals and self-improvement click apply for full job details
Job Description Job Description Loan Officer - Join an Established, Locally Owned Mortgage Company! Location: (Remote options available) Company: Milestone Mortgage, LLC About Us Milestone Mortgage is a locally owned and operated mortgage company built on relationships, integrity, and results. We take pride in offering a concierge-level experience for our clients and partners - every step of the way. We're growing fast and looking for motivated Loan Officers who want to be part of a strong, experienced team that closes loans fast - our average Clear-to-Close is just 13 days! Why Join Milestone Mortgage New Competitive Compensation Plan - designed to reward top producers. In-House Processing Team - focused on speed, accuracy, and support. 13-Day Average Clear-to-Close - efficient systems, no red tape. Concierge-Level Service - elevate your borrower and partner experience. Locally Owned & Operated - direct access to decision makers. Remote Work Available - work where you thrive best. Marketing & Tech Support - full access to cutting-edge tools and CRM. Who We're Looking For Licensed Mortgage Loan Officers (NMLS required) Proven track record of closing residential mortgage loans Self-motivated, client-focused, and relationship-driven Excellent communication and follow-up skills Whether you're an experienced LO looking for a better platform or a motivated originator ready to take your business to the next level - this is your opportunity . Don't Miss Out Join a company that truly values its people, its clients, and its community. Apply today and experience what it's like to work with a mortgage team that gets loans closed - and relationships built - fast. Apply now or contact us directly to schedule a confidential conversation.
06/26/2026
Full time
Job Description Job Description Loan Officer - Join an Established, Locally Owned Mortgage Company! Location: (Remote options available) Company: Milestone Mortgage, LLC About Us Milestone Mortgage is a locally owned and operated mortgage company built on relationships, integrity, and results. We take pride in offering a concierge-level experience for our clients and partners - every step of the way. We're growing fast and looking for motivated Loan Officers who want to be part of a strong, experienced team that closes loans fast - our average Clear-to-Close is just 13 days! Why Join Milestone Mortgage New Competitive Compensation Plan - designed to reward top producers. In-House Processing Team - focused on speed, accuracy, and support. 13-Day Average Clear-to-Close - efficient systems, no red tape. Concierge-Level Service - elevate your borrower and partner experience. Locally Owned & Operated - direct access to decision makers. Remote Work Available - work where you thrive best. Marketing & Tech Support - full access to cutting-edge tools and CRM. Who We're Looking For Licensed Mortgage Loan Officers (NMLS required) Proven track record of closing residential mortgage loans Self-motivated, client-focused, and relationship-driven Excellent communication and follow-up skills Whether you're an experienced LO looking for a better platform or a motivated originator ready to take your business to the next level - this is your opportunity . Don't Miss Out Join a company that truly values its people, its clients, and its community. Apply today and experience what it's like to work with a mortgage team that gets loans closed - and relationships built - fast. Apply now or contact us directly to schedule a confidential conversation.
Open House Lending Corporation
Nottingham, Maryland
Job Description Job Description We are seeking a motivated and experienced Mortgage Loan Originator (MLO) to join our team. The ideal candidate will have a strong sales background in mortgage origination, a book of current business, along with the ability to manage an established book of business. This role offers a unique opportunity to work both in the office and in the field, engaging with clients, general sales agents, and new construction agents. If you love real estate and want to work on new construction loans, this may be the position for you. Key Responsibilities: Develop and maintain strong relationships with builders, clients, real estate agents, and referral partners. Originate and process mortgage loans while ensuring compliance with industry regulations. Self-source new leads while effectively managing an existing book of business. Work collaboratively with sales teams, including access to general sales agents and new construction agents. Stay up to date on loan products, industry trends, and lending guidelines. Provide top-tier customer service, guiding clients through the mortgage process. Developing new mortgage origination business, maintaining a current knowledge of applicable laws and regulations, and providing the documentation required within the operations department. Duties and Responsibilities include but are not limited to: Originates residential mortgage loans through various referral sources. Develops relationships with real estate professionals, builders, and other business referral sources to maintain a quality network and establish a book of business for new mortgage lending opportunities. Conducts interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product/pricing policies and guidelines, and gathers any additional required information. Participates in business related development opportunities, and community efforts to promote homeownership. Develops and executes marketing plan based on monthly and quarterly production standards. This position requires you to act as a MLO Mortgage Loan Originator which is defined as an individual who takes loan applications, and /or offers or negotiates the terms of a loan for compensation or gain. All Mortgage Loan Originators ( MLO ) are required to register with the Nationwide Mortgage Licensing System and Registry ( NMLS ), obtain a unique identifier, and annually renew the registration, as defined by the S.A.F.E. Act requirements. Maintains a current knowledge of mortgage lending laws and regulations and adheres to all state and federal laws and regulations. Cooperates with & participates in, and supports the adherence to all internal policies, procedures & practices in support of risk management and overall safety and soundness. Responds to inquiries from customers, management and co-workers within a reasonable time period. Represents Open House Lending Corp in a positive professional manner by keeping all members of each deal informed, good or bad, and taking the extra initiative to meet the clients' need Qualifications Requirements Reviews, processes, closes and administers loan proposals. Interviews applicants and requests specified information for loan applications. Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting a loan. Resolve questions regarding application information. Approves loan within specified time limits or refers loan to a committee for approval. Ensures loan agreements are complete and accurate according to policy. Maintains database and monitors performance of loans. Analyzes potential loan markets to develop prospects for loans. The company reserves the right to add or change duties at any time. Qualifications: Active Mortgage Loan Originator (MLO) License (Required). 3+ years of sales experience in real estate, mortgage, or finance (Preferred). Proven ability to self-source leads and drive business growth . Strong communication and relationship-building skills. Ability to work both independently and collaboratively within a team. Willingness to work in the office and in the field to maximize business opportunities. Current book of business (from realtors, home improvements, attorneys, builders etc) What is in It for You? Warm leads Competitive compensation structure with unlimited earning potential. Opportunities for leadership and career advancement as we grow. Access to a wide range of loan products and programs. A culture that values your input, creativity, and dedication. A chance to be part of something bigger - helping clients and communities thrive. Ready to Join Us? If you are ready to make an impact, achieve your goals, and work with a team that is as passionate about success as you are, we would love to connect with you. Let's build the future of homeownership together. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team.
06/26/2026
Full time
Job Description Job Description We are seeking a motivated and experienced Mortgage Loan Originator (MLO) to join our team. The ideal candidate will have a strong sales background in mortgage origination, a book of current business, along with the ability to manage an established book of business. This role offers a unique opportunity to work both in the office and in the field, engaging with clients, general sales agents, and new construction agents. If you love real estate and want to work on new construction loans, this may be the position for you. Key Responsibilities: Develop and maintain strong relationships with builders, clients, real estate agents, and referral partners. Originate and process mortgage loans while ensuring compliance with industry regulations. Self-source new leads while effectively managing an existing book of business. Work collaboratively with sales teams, including access to general sales agents and new construction agents. Stay up to date on loan products, industry trends, and lending guidelines. Provide top-tier customer service, guiding clients through the mortgage process. Developing new mortgage origination business, maintaining a current knowledge of applicable laws and regulations, and providing the documentation required within the operations department. Duties and Responsibilities include but are not limited to: Originates residential mortgage loans through various referral sources. Develops relationships with real estate professionals, builders, and other business referral sources to maintain a quality network and establish a book of business for new mortgage lending opportunities. Conducts interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product/pricing policies and guidelines, and gathers any additional required information. Participates in business related development opportunities, and community efforts to promote homeownership. Develops and executes marketing plan based on monthly and quarterly production standards. This position requires you to act as a MLO Mortgage Loan Originator which is defined as an individual who takes loan applications, and /or offers or negotiates the terms of a loan for compensation or gain. All Mortgage Loan Originators ( MLO ) are required to register with the Nationwide Mortgage Licensing System and Registry ( NMLS ), obtain a unique identifier, and annually renew the registration, as defined by the S.A.F.E. Act requirements. Maintains a current knowledge of mortgage lending laws and regulations and adheres to all state and federal laws and regulations. Cooperates with & participates in, and supports the adherence to all internal policies, procedures & practices in support of risk management and overall safety and soundness. Responds to inquiries from customers, management and co-workers within a reasonable time period. Represents Open House Lending Corp in a positive professional manner by keeping all members of each deal informed, good or bad, and taking the extra initiative to meet the clients' need Qualifications Requirements Reviews, processes, closes and administers loan proposals. Interviews applicants and requests specified information for loan applications. Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting a loan. Resolve questions regarding application information. Approves loan within specified time limits or refers loan to a committee for approval. Ensures loan agreements are complete and accurate according to policy. Maintains database and monitors performance of loans. Analyzes potential loan markets to develop prospects for loans. The company reserves the right to add or change duties at any time. Qualifications: Active Mortgage Loan Originator (MLO) License (Required). 3+ years of sales experience in real estate, mortgage, or finance (Preferred). Proven ability to self-source leads and drive business growth . Strong communication and relationship-building skills. Ability to work both independently and collaboratively within a team. Willingness to work in the office and in the field to maximize business opportunities. Current book of business (from realtors, home improvements, attorneys, builders etc) What is in It for You? Warm leads Competitive compensation structure with unlimited earning potential. Opportunities for leadership and career advancement as we grow. Access to a wide range of loan products and programs. A culture that values your input, creativity, and dedication. A chance to be part of something bigger - helping clients and communities thrive. Ready to Join Us? If you are ready to make an impact, achieve your goals, and work with a team that is as passionate about success as you are, we would love to connect with you. Let's build the future of homeownership together. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team.
MOTIVATION FINANCIAL LLC
Charlotte, North Carolina
Job Description Job Description Mortgage Loan Officer Motivation Mortgage Charlotte, NC Full-Time Grow Your Pipeline. Grow Your Career. At Motivation Mortgage , we're built for ambitious loan officers who want more-more opportunity, more support, and more ways to grow their business. Whether you're a seasoned pro with deep referral networks or someone looking for a fresh environment that provides leads and operational backing, we're here to help you succeed. We're actively hiring experienced Mortgage Loan Officers with 1 + years of self-generation experience. In addition, we've built strong relationships with trusted real estate agents, financial professionals, and investor groups-giving you a steady flow of opportunities while you continue building your own book of business. Key Responsibilities: Cultivate relationships with homebuyers, real estate agents, financial advisors, and other referral sources to generate mortgage applications Leverage warm leads provided by our relationship managers while continuing to grow your personal network and pipeline Conduct needs assessments to recommend suitable loan products, including conventional, FHA, VA, and niche products like DSCR and fix-and-flip loans Guide clients through the mortgage process from application to closing, delivering outstanding service at every step Collaborate with our in-house processing and operations team to ensure fast, efficient closings Stay informed on market trends, mortgage guidelines, and loan product offerings to provide expert advice to clients and partners Maintain compliance with all regulatory requirements and internal policies What We're Looking For: 1 + years of mortgage origination experience Strong communication and interpersonal skills NMLS license (active and in good standing) Familiarity with investor products (DSCR, fix-and-flip, etc.) is a plus , but not required Highly organized and motivated with a desire to grow your career and income Why Motivation Mortgage? Competitive Compensation: Aggressive commission structure designed to reward top producers Operations & Processing Support: Partner with an experienced operations team that prioritizes fast turn times and smooth closings Direct Access to Leadership: Work alongside ownership and leadership for ongoing mentorship, training, and support Marketing Resources: Access to social media content, co-branded marketing materials, and event opportunities to help grow your brand Career Growth: Opportunities for leadership roles, expanded territories, and ongoing professional development as we continue to scale About Motivation Mortgage: Motivation Mortgage is a dynamic mortgage brokerage based in Charlotte, NC, built to support the growth of our clients, partners, and team members. With competitive pricing, top-tier operational support, and a focus on building lasting relationships, we're here to help you take your career to the next level.
06/26/2026
Full time
Job Description Job Description Mortgage Loan Officer Motivation Mortgage Charlotte, NC Full-Time Grow Your Pipeline. Grow Your Career. At Motivation Mortgage , we're built for ambitious loan officers who want more-more opportunity, more support, and more ways to grow their business. Whether you're a seasoned pro with deep referral networks or someone looking for a fresh environment that provides leads and operational backing, we're here to help you succeed. We're actively hiring experienced Mortgage Loan Officers with 1 + years of self-generation experience. In addition, we've built strong relationships with trusted real estate agents, financial professionals, and investor groups-giving you a steady flow of opportunities while you continue building your own book of business. Key Responsibilities: Cultivate relationships with homebuyers, real estate agents, financial advisors, and other referral sources to generate mortgage applications Leverage warm leads provided by our relationship managers while continuing to grow your personal network and pipeline Conduct needs assessments to recommend suitable loan products, including conventional, FHA, VA, and niche products like DSCR and fix-and-flip loans Guide clients through the mortgage process from application to closing, delivering outstanding service at every step Collaborate with our in-house processing and operations team to ensure fast, efficient closings Stay informed on market trends, mortgage guidelines, and loan product offerings to provide expert advice to clients and partners Maintain compliance with all regulatory requirements and internal policies What We're Looking For: 1 + years of mortgage origination experience Strong communication and interpersonal skills NMLS license (active and in good standing) Familiarity with investor products (DSCR, fix-and-flip, etc.) is a plus , but not required Highly organized and motivated with a desire to grow your career and income Why Motivation Mortgage? Competitive Compensation: Aggressive commission structure designed to reward top producers Operations & Processing Support: Partner with an experienced operations team that prioritizes fast turn times and smooth closings Direct Access to Leadership: Work alongside ownership and leadership for ongoing mentorship, training, and support Marketing Resources: Access to social media content, co-branded marketing materials, and event opportunities to help grow your brand Career Growth: Opportunities for leadership roles, expanded territories, and ongoing professional development as we continue to scale About Motivation Mortgage: Motivation Mortgage is a dynamic mortgage brokerage based in Charlotte, NC, built to support the growth of our clients, partners, and team members. With competitive pricing, top-tier operational support, and a focus on building lasting relationships, we're here to help you take your career to the next level.
Job Description Job Description Join Our Team as a Mortgage Loan Originator We are seeking a motivated and customer-focused Mortgage Loan Originator to join our team. In this role, you will originate first and second mortgages, construction loans, and land loans while actively generating new mortgage business. You will develop and maintain strong relationships with customers, referral partners, and internal teams, serving as a trusted advisor throughout the mortgage process. The ideal candidate thrives in a sales-oriented environment and spends a significant portion of time prospecting, networking, and promoting the organization's full range of mortgage products and services. An established book of business and strong referral relationships within Dutchess County are a plus. If you are passionate about helping customers achieve their homeownership goals while representing a community-focused financial institution, we encourage you to join our team and grow with us. This position offers a competitive base salary starting at $33,280, plus uncapped commission , with total earning potential directly tied to your success in developing and expanding your book of business. High performers are rewarded for strong relationship-building, consistent production, and exceptional customer service, making this an excellent opportunity for driven originators to significantly increase their overall compensation over time. Reports to: SVP, Retail Lending Location: Corporate Headquarters, Montgomery, New York Bank Hours: Monday - Friday 8:15 am - 5:00 pm Key Responsibilities: Build and maintain strong relationships with customers, realtors, attorneys, and builders within the county. Conduct loan interviews, pre-qualifications, and collect all necessary customer documentation. Analyze credit reports and financials, resolve discrepancies, and present loan options. Manage the loan process, coordinate with vendors, and ensure timely closings. Promote mortgage products within branches to drive referrals and cross-sales. Maintain required reports and records of loan activities. Requirements: 2-5 years of related experience in mortgage lending or sales. Active and current NMLS registration . Valid Driver's License. Knowledge of Fannie Mae and Freddie Mac guidelines. Strong sales, customer service, and relationship management skills. Bilingual skills are a plus. Why join Walden Savings Bank? At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success. We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including: Comprehensive Medical, Dental, Vision, and supplemental health options Benefits available for both Full-Time and Part-Time employees 401(k) with employer match to support your future Tuition assistance up to $5,250 annually to help you grow your skills Paid time off, holidays, and flexible schedules (based on position) Performance-based pay increases and employee recognition programs Free checking accounts, loan discounts, and other financial perks Dress Down Fridays and a fun, inclusive work environment Opportunities to give back through our Community Service Program Ongoing mentorship, cross-training, and career advancement support Long-term disability, life insurance, and more for your peace of mind Working Conditions and Physical Requirements (with or without reasonable accommodation) Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Capable of climbing/descending stairs in emergency. Able to operate routine office equipment including telephone, copier, facsimile, and calculator and able to routinely perform work on computer for an average of 6-8 hours per day. Able to work extended hours whenever required or requested by management. Capable of regular, reliable and timely attendance. Work is typically performed indoors in a climate-controlled, low noise office setting. Mental and/or Emotional Requirements (with or without reasonable accommodation) The employee is expected to perform job functions independently or with limited supervision and to work effectively both individually and as part of a team. The role requires the ability to read and carry out written instructions and to understand and follow oral instructions. Clear verbal communication skills are necessary to convey information in a logical and understandable manner. The position involves interacting calmly and professionally with individuals from diverse cultures and with varying levels of responsibility both within and outside the organization, while consistently demonstrating a high standard of customer service and discretion when engaging with the public. The employee is expected to carry out responsibilities with composure in environments that may involve tight deadlines, a fast pace, and a high degree of accuracy and quality. The role requires the ability to manage multiple, simultaneous, and changing priorities effectively and to exercise a high level of discretion when handling confidential internal and external information. As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
06/26/2026
Full time
Job Description Job Description Join Our Team as a Mortgage Loan Originator We are seeking a motivated and customer-focused Mortgage Loan Originator to join our team. In this role, you will originate first and second mortgages, construction loans, and land loans while actively generating new mortgage business. You will develop and maintain strong relationships with customers, referral partners, and internal teams, serving as a trusted advisor throughout the mortgage process. The ideal candidate thrives in a sales-oriented environment and spends a significant portion of time prospecting, networking, and promoting the organization's full range of mortgage products and services. An established book of business and strong referral relationships within Dutchess County are a plus. If you are passionate about helping customers achieve their homeownership goals while representing a community-focused financial institution, we encourage you to join our team and grow with us. This position offers a competitive base salary starting at $33,280, plus uncapped commission , with total earning potential directly tied to your success in developing and expanding your book of business. High performers are rewarded for strong relationship-building, consistent production, and exceptional customer service, making this an excellent opportunity for driven originators to significantly increase their overall compensation over time. Reports to: SVP, Retail Lending Location: Corporate Headquarters, Montgomery, New York Bank Hours: Monday - Friday 8:15 am - 5:00 pm Key Responsibilities: Build and maintain strong relationships with customers, realtors, attorneys, and builders within the county. Conduct loan interviews, pre-qualifications, and collect all necessary customer documentation. Analyze credit reports and financials, resolve discrepancies, and present loan options. Manage the loan process, coordinate with vendors, and ensure timely closings. Promote mortgage products within branches to drive referrals and cross-sales. Maintain required reports and records of loan activities. Requirements: 2-5 years of related experience in mortgage lending or sales. Active and current NMLS registration . Valid Driver's License. Knowledge of Fannie Mae and Freddie Mac guidelines. Strong sales, customer service, and relationship management skills. Bilingual skills are a plus. Why join Walden Savings Bank? At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success. We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including: Comprehensive Medical, Dental, Vision, and supplemental health options Benefits available for both Full-Time and Part-Time employees 401(k) with employer match to support your future Tuition assistance up to $5,250 annually to help you grow your skills Paid time off, holidays, and flexible schedules (based on position) Performance-based pay increases and employee recognition programs Free checking accounts, loan discounts, and other financial perks Dress Down Fridays and a fun, inclusive work environment Opportunities to give back through our Community Service Program Ongoing mentorship, cross-training, and career advancement support Long-term disability, life insurance, and more for your peace of mind Working Conditions and Physical Requirements (with or without reasonable accommodation) Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Capable of climbing/descending stairs in emergency. Able to operate routine office equipment including telephone, copier, facsimile, and calculator and able to routinely perform work on computer for an average of 6-8 hours per day. Able to work extended hours whenever required or requested by management. Capable of regular, reliable and timely attendance. Work is typically performed indoors in a climate-controlled, low noise office setting. Mental and/or Emotional Requirements (with or without reasonable accommodation) The employee is expected to perform job functions independently or with limited supervision and to work effectively both individually and as part of a team. The role requires the ability to read and carry out written instructions and to understand and follow oral instructions. Clear verbal communication skills are necessary to convey information in a logical and understandable manner. The position involves interacting calmly and professionally with individuals from diverse cultures and with varying levels of responsibility both within and outside the organization, while consistently demonstrating a high standard of customer service and discretion when engaging with the public. The employee is expected to carry out responsibilities with composure in environments that may involve tight deadlines, a fast pace, and a high degree of accuracy and quality. The role requires the ability to manage multiple, simultaneous, and changing priorities effectively and to exercise a high level of discretion when handling confidential internal and external information. As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
Description Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare : Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $25.00- $30.77 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. xibtplm Any offer of employment will include further information.
06/26/2026
Full time
Description Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare : Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $25.00- $30.77 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. xibtplm Any offer of employment will include further information.
Job Description Job Description Loan Officer Ease Mortgage - Troy, MI Earning Potential: $50,000 - $350,000+ Annually Uncapped Commission Full-Time M-F 9am - 6pm In-Office Join a Mortgage Team Built for Long-Term Success Ease Mortgage is seeking motivated and driven Loan Officers who want more than just another mortgage sales job. We provide the leads, operational support, technology, and culture needed to help you close more loans while maintaining work-life balance. We are not a high-pressure boiler room. Our philosophy is centered around the "Wheel of Life" - because success is more than just production numbers. We believe your career should support your life, not consume it. If you are looking for a company with real lead flow, strong support, uncapped earning potential, and leadership that invests in your success, we would love to speak with you. Why Loan Officers Choose Ease Mortgage • Wide variety of inbound lead opportunities provided • Uncapped commission structure with top producers earning $400K+ • Firm 40-hour workweek with real work-life balance • Full processing and underwriting support • Modern CRM and mortgage technology platform • Health, dental, vision, and 401(k) benefits • Coaching and mentorship from experienced leadership • Professional, energetic, and team-oriented culture Responsibilities • Convert inbound leads into closed mortgage loans • Originate purchase, refinance, and home equity loans • Build and maintain relationships with clients and referral partners • Work closely with processors and support staff to move files efficiently • Maintain communication throughout the loan process • Achieve and exceed monthly production goals Qualifications • Active NMLS Mortgage Loan Originator License required • SAFE Exam completed • 1+ year of mortgage origination experience preferred • Strong phone communication and sales skills • Self-motivated and goal-oriented mindset • Ability to work in-office at our Troy, MI location Compensation & Benefits • Commission-only compensation structure • Uncapped earning potential • Health Insurance • Dental Insurance • Vision Insurance • 401(k) • Career growth and leadership opportunities
06/26/2026
Full time
Job Description Job Description Loan Officer Ease Mortgage - Troy, MI Earning Potential: $50,000 - $350,000+ Annually Uncapped Commission Full-Time M-F 9am - 6pm In-Office Join a Mortgage Team Built for Long-Term Success Ease Mortgage is seeking motivated and driven Loan Officers who want more than just another mortgage sales job. We provide the leads, operational support, technology, and culture needed to help you close more loans while maintaining work-life balance. We are not a high-pressure boiler room. Our philosophy is centered around the "Wheel of Life" - because success is more than just production numbers. We believe your career should support your life, not consume it. If you are looking for a company with real lead flow, strong support, uncapped earning potential, and leadership that invests in your success, we would love to speak with you. Why Loan Officers Choose Ease Mortgage • Wide variety of inbound lead opportunities provided • Uncapped commission structure with top producers earning $400K+ • Firm 40-hour workweek with real work-life balance • Full processing and underwriting support • Modern CRM and mortgage technology platform • Health, dental, vision, and 401(k) benefits • Coaching and mentorship from experienced leadership • Professional, energetic, and team-oriented culture Responsibilities • Convert inbound leads into closed mortgage loans • Originate purchase, refinance, and home equity loans • Build and maintain relationships with clients and referral partners • Work closely with processors and support staff to move files efficiently • Maintain communication throughout the loan process • Achieve and exceed monthly production goals Qualifications • Active NMLS Mortgage Loan Originator License required • SAFE Exam completed • 1+ year of mortgage origination experience preferred • Strong phone communication and sales skills • Self-motivated and goal-oriented mindset • Ability to work in-office at our Troy, MI location Compensation & Benefits • Commission-only compensation structure • Uncapped earning potential • Health Insurance • Dental Insurance • Vision Insurance • 401(k) • Career growth and leadership opportunities
Job Description Job Description Summary: The Consumer Loan Officer provides a full range of products and services to members with an emphasis for acquiring, expanding, and enriching member relationships. The individual in this position must have knowledge of financial services and products including consumer & mortgage lending, deposit accounts, and all self-service products. They must be able to identify and analyze member needs so that they can adequately recommend products and services. Essential Duties and Responsibilities: Must effectively carry out the essential duties and responsibilities of this position in a manner that consistently demonstrates Sun Federal's mission and core values in a positive manner. Other duties may be assigned. The Consumer Loan Officer is directly responsible for the following: Interviewing, taking applications, gathering information, processing documentation, and decisioning consumer loan (Visa, Personal, & Vehicle) requests (within authority level). Counsels members regarding money management and financial matters including conducting credit report reviews. Assists in counseling members whose loan requests were denied, explaining reasons and alternatives. Cross-selling and referring members to Member Service Specialists, Mortgage Loan Officers, Wealth Management, or other business partners based solely on member needs. Executing the branch & credit union business plan as assigned, which includes playbook outbounds to members. Acting as Branch Concierge/Lobby Manager in High-Touch, High-Tech (HTHT) environment Assumes Responsibility to develop and maintain quality member relationships. Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations and deepen relationships. Meets expected service levels for wait time and accuracy. Ensures that all member requests are processed accurately and efficiently. Always acts in the members' best interest; consistently educating members about their financial choices including convenient service options. Participates in the attainment of individual and branch goals. Displays sound judgment in handling member requests and exceptions, seeking and documenting approval as needed. Assumes responsibility for effectively, receiving, reviewing, processing, and coordinating consumer and business loan functions. Interviews, takes applications, gathers information, and processes preliminary documentation on Business Loan requests. Serves as a backup for Mortgage Loan Officer. Gathers information and processes preliminary documentation on First Mortgage Purchase and Refinances when needed. Evaluates and verifies loan applications and credit criteria. Computes debt ratios. Verifies employment and income. Determines value of collateral. Requests additional information if required. Approves loans within limits of authority, communicates decisions with members and sends appropriate documentation. Declines loans within limits of authority. Reviews denial recommendations with management when necessary. Coordinates and processes closings. Ensures that each loan is promptly and properly prepared, documented, processed, approved, and disbursed. Assists in servicing loans by processing such items as payoffs, refinances, address changes, and collateral releases. Establishes and modifies automatic transfers of consumer loan payments. Recommends problem loan workout arrangements, payment extensions, and payment due date changes as needed to management. Offers SunGuard payment protection, Guaranteed Asset Protection (GAP), and Mechanical Repair Coverage (MRC) coverage to members. Seeks additional lending opportunities within member profiles and credit reports. Creates and develops mutually beneficial solutions (Recaptures) for members and the Credit Union. Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly documented. Assumes responsibility for the efficient, effective, and accurate performance of member service functions. Actively and professionally cross sells Credit Union services Actively participates in Branch "Playbook" efforts. Makes assigned outbound calls as directed. Takes ownership of problems, shows empathy and apologizes for errors and follows up appropriately. Utilizes member feedback to enhance service quality, creates equitable solutions, and increases member loyalty. Keeps manager informed of area activities and significant problems. Opens new and closes personal and business accounts. Opens new checking accounts. Opens, renews, performs maintenance on, and closes certificate accounts. Assists with collection efforts under direction of Branch Manager. Refers members to Collections department as necessary. May be responsible for: running and operating cash drawer. opening, transacting (including withdraws, deposits, and transfers), and answering questions regarding Individual Retirement Accounts (IRAs) and Health Saving Accounts (HSAs). visiting partner Sponsor Groups (SGs) in collaboration with Business Development Officers to establish, build, and deepen relationships. clearing minor faults, currency jams and other light duty (or "first line") ITM/ATM troubleshooting Executes areas of branch Cross Training Matrix as directed by management. Ensures that work area is clean, secure, and well maintained. Assists with branch/department presentation. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual must be able to successfully pass background checks. Education/Certification: High school graduate with required loan training and certification. Notary Public required. Ability to maintain current NMLS#. Required Knowledge: Knowledge of Credit Union loan services, policies, and procedures. Understanding of related legal and regulatory standards (i.e. HMDA) and required loan documentation. Understanding of the foundation of determining credit worthiness. Knowledge of consumer and residential lending practices. Familiarity with title reports, insurance, and appraisals. Experience Required: Minimum three to five years of experience in credit and lending at a previous financial institution or one to three years of experience as a Member Service Specialist at Sun Federal Credit Union. Skills/Abilities: Excellent interviewing, communication, and public relations skills. Displays a professional image and attitude that promotes Sun Federal's brand and culture. Demonstrated ability to provide remarkable members service and staff support. Demonstrated ability to work under and meet deadlines; and work with multiple priorities. Strong interpersonal and administrative skills. Strong PC skills with the ability to use and instruct others on Microsoft Windows, Word, Excel and Outlook; Branch Suite, Loans PQ, and related computer applications. Ability to operate other business equipment including calculators, typewriter, printer, telephone, and notary stamp. Proven teamwork skills. Must be fluent in English with excellent written and verbal communication skills. Demonstrated strong analytical, financial, and problem-solving skills within a retail environment. Physical Activities and Requirements Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) Working Conditions: No hazardous or significantly unpleasant conditions (such as in a typical office). Ability to handle stressful situations as they occur. Mental Activities and Requirements Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; ratio and proportion and percentage. Able to perform very simple algebra. Language Ability: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses. Employee Benefits . click apply for full job details
06/26/2026
Full time
Job Description Job Description Summary: The Consumer Loan Officer provides a full range of products and services to members with an emphasis for acquiring, expanding, and enriching member relationships. The individual in this position must have knowledge of financial services and products including consumer & mortgage lending, deposit accounts, and all self-service products. They must be able to identify and analyze member needs so that they can adequately recommend products and services. Essential Duties and Responsibilities: Must effectively carry out the essential duties and responsibilities of this position in a manner that consistently demonstrates Sun Federal's mission and core values in a positive manner. Other duties may be assigned. The Consumer Loan Officer is directly responsible for the following: Interviewing, taking applications, gathering information, processing documentation, and decisioning consumer loan (Visa, Personal, & Vehicle) requests (within authority level). Counsels members regarding money management and financial matters including conducting credit report reviews. Assists in counseling members whose loan requests were denied, explaining reasons and alternatives. Cross-selling and referring members to Member Service Specialists, Mortgage Loan Officers, Wealth Management, or other business partners based solely on member needs. Executing the branch & credit union business plan as assigned, which includes playbook outbounds to members. Acting as Branch Concierge/Lobby Manager in High-Touch, High-Tech (HTHT) environment Assumes Responsibility to develop and maintain quality member relationships. Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations and deepen relationships. Meets expected service levels for wait time and accuracy. Ensures that all member requests are processed accurately and efficiently. Always acts in the members' best interest; consistently educating members about their financial choices including convenient service options. Participates in the attainment of individual and branch goals. Displays sound judgment in handling member requests and exceptions, seeking and documenting approval as needed. Assumes responsibility for effectively, receiving, reviewing, processing, and coordinating consumer and business loan functions. Interviews, takes applications, gathers information, and processes preliminary documentation on Business Loan requests. Serves as a backup for Mortgage Loan Officer. Gathers information and processes preliminary documentation on First Mortgage Purchase and Refinances when needed. Evaluates and verifies loan applications and credit criteria. Computes debt ratios. Verifies employment and income. Determines value of collateral. Requests additional information if required. Approves loans within limits of authority, communicates decisions with members and sends appropriate documentation. Declines loans within limits of authority. Reviews denial recommendations with management when necessary. Coordinates and processes closings. Ensures that each loan is promptly and properly prepared, documented, processed, approved, and disbursed. Assists in servicing loans by processing such items as payoffs, refinances, address changes, and collateral releases. Establishes and modifies automatic transfers of consumer loan payments. Recommends problem loan workout arrangements, payment extensions, and payment due date changes as needed to management. Offers SunGuard payment protection, Guaranteed Asset Protection (GAP), and Mechanical Repair Coverage (MRC) coverage to members. Seeks additional lending opportunities within member profiles and credit reports. Creates and develops mutually beneficial solutions (Recaptures) for members and the Credit Union. Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly documented. Assumes responsibility for the efficient, effective, and accurate performance of member service functions. Actively and professionally cross sells Credit Union services Actively participates in Branch "Playbook" efforts. Makes assigned outbound calls as directed. Takes ownership of problems, shows empathy and apologizes for errors and follows up appropriately. Utilizes member feedback to enhance service quality, creates equitable solutions, and increases member loyalty. Keeps manager informed of area activities and significant problems. Opens new and closes personal and business accounts. Opens new checking accounts. Opens, renews, performs maintenance on, and closes certificate accounts. Assists with collection efforts under direction of Branch Manager. Refers members to Collections department as necessary. May be responsible for: running and operating cash drawer. opening, transacting (including withdraws, deposits, and transfers), and answering questions regarding Individual Retirement Accounts (IRAs) and Health Saving Accounts (HSAs). visiting partner Sponsor Groups (SGs) in collaboration with Business Development Officers to establish, build, and deepen relationships. clearing minor faults, currency jams and other light duty (or "first line") ITM/ATM troubleshooting Executes areas of branch Cross Training Matrix as directed by management. Ensures that work area is clean, secure, and well maintained. Assists with branch/department presentation. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual must be able to successfully pass background checks. Education/Certification: High school graduate with required loan training and certification. Notary Public required. Ability to maintain current NMLS#. Required Knowledge: Knowledge of Credit Union loan services, policies, and procedures. Understanding of related legal and regulatory standards (i.e. HMDA) and required loan documentation. Understanding of the foundation of determining credit worthiness. Knowledge of consumer and residential lending practices. Familiarity with title reports, insurance, and appraisals. Experience Required: Minimum three to five years of experience in credit and lending at a previous financial institution or one to three years of experience as a Member Service Specialist at Sun Federal Credit Union. Skills/Abilities: Excellent interviewing, communication, and public relations skills. Displays a professional image and attitude that promotes Sun Federal's brand and culture. Demonstrated ability to provide remarkable members service and staff support. Demonstrated ability to work under and meet deadlines; and work with multiple priorities. Strong interpersonal and administrative skills. Strong PC skills with the ability to use and instruct others on Microsoft Windows, Word, Excel and Outlook; Branch Suite, Loans PQ, and related computer applications. Ability to operate other business equipment including calculators, typewriter, printer, telephone, and notary stamp. Proven teamwork skills. Must be fluent in English with excellent written and verbal communication skills. Demonstrated strong analytical, financial, and problem-solving skills within a retail environment. Physical Activities and Requirements Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) Working Conditions: No hazardous or significantly unpleasant conditions (such as in a typical office). Ability to handle stressful situations as they occur. Mental Activities and Requirements Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; ratio and proportion and percentage. Able to perform very simple algebra. Language Ability: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses. Employee Benefits . click apply for full job details
Job Description Job Description Cazle Mortgage is seeking experienced and self-driven Mortgage Loan Officers to join our expanding team. This is an opportunity for high-performing originators who want to leverage strong backend support, competitive compensation, and a platform designed for growth. Cazle Mortgage is a growing, multi-state mortgage lender licensed in 15 states, committed to delivering fast, flexible, and reliable financing solutions. With in-house underwriting, strong operational support, and a wide range of loan products, we empower our loan officers to close more deals and scale their production. Responsibilities Originate residential mortgage loans across multiple states Build and maintain relationships with realtors, investors, and referral partners Guide borrowers through the loan process from application to closing Structure deals and match clients with appropriate loan products Maintain compliance with all federal and state regulations Qualifications Active NMLS license (required) Experience as a Mortgage Loan Officer or similar role Strong knowledge of mortgage products and guidelines Established referral network preferred Excellent communication and sales skills Self-motivated with a strong work ethic We Offer Competitive commission structure with high earning potential Access to a full suite of products (Conventional, FHA, VA, Non-QM, DSCR, Investor Loans) In-house processing and underwriting for faster turn times Marketing and lead support (for qualified candidates) Multi-state platform to expand your business Dedicated operations team to help you close efficiently Technology and CRM support
06/26/2026
Full time
Job Description Job Description Cazle Mortgage is seeking experienced and self-driven Mortgage Loan Officers to join our expanding team. This is an opportunity for high-performing originators who want to leverage strong backend support, competitive compensation, and a platform designed for growth. Cazle Mortgage is a growing, multi-state mortgage lender licensed in 15 states, committed to delivering fast, flexible, and reliable financing solutions. With in-house underwriting, strong operational support, and a wide range of loan products, we empower our loan officers to close more deals and scale their production. Responsibilities Originate residential mortgage loans across multiple states Build and maintain relationships with realtors, investors, and referral partners Guide borrowers through the loan process from application to closing Structure deals and match clients with appropriate loan products Maintain compliance with all federal and state regulations Qualifications Active NMLS license (required) Experience as a Mortgage Loan Officer or similar role Strong knowledge of mortgage products and guidelines Established referral network preferred Excellent communication and sales skills Self-motivated with a strong work ethic We Offer Competitive commission structure with high earning potential Access to a full suite of products (Conventional, FHA, VA, Non-QM, DSCR, Investor Loans) In-house processing and underwriting for faster turn times Marketing and lead support (for qualified candidates) Multi-state platform to expand your business Dedicated operations team to help you close efficiently Technology and CRM support
Job Description Job Description Loan Originator (Mortgage Loan Officer) ERA Carlile Realty Group & Carlile Lending Sacramento, CA Full-Time Competitive Commission + Benefits Are you a motivated, client-focused Loan Originator looking for a high-support environment with warm leads and seamless in-house real estate partnerships? Join Carlile Lending , the mortgage division of ERA Carlile Realty Group - Sacramento's vertically integrated real estate and lending team. About Us At ERA Carlile Realty Group and Carlile Lending, we operate under one roof at 1860 Howe Ave , Sacramento, CA 95825 . This unique setup allows our Loan Originators to work directly with our active real estate agents, providing clients with a true one-stop home buying or selling experience. We combine local market expertise with strong marketing support and a steady flow of real estate-driven opportunities. What We Offer - Attractive commission structure with uncapped earning potential - Direct access to buyer and seller leads from our real estate team - Close more loans faster by working side-by-side with ERA agents on transactions - Professional marketing materials, CRM tools, and transaction coordination assistance - Ongoing support to help you expand your book of business in the Sacramento market - Work in a supportive environment with experienced agents and loan officers who value teamwork Key Responsibilities - Originate and process residential mortgage loans (purchase and refinance) for clients in the Sacramento area and surrounding communities - Build and maintain relationships with real estate agents, clients, and referral partners - Guide borrowers through the entire loan process - from pre-approval to closing - Ensure compliance with all federal, state, and company lending regulations - Provide exceptional customer service and clear communication throughout the transaction - Leverage in-house real estate opportunities to grow your pipeline What We're Looking For - Active California DRE License (Salesperson or Broker) and NMLS License (required) - Minimum 1-2 years of mortgage loan origination experience preferred - Strong knowledge of mortgage products, underwriting guidelines, and the California real estate market - Excellent communication, sales, and relationship-building skills - Self-motivated with a proven track record of closing loans - Tech-savvy and comfortable using loan origination systems and CRM tools - Team player who thrives in a collaborative, vertically integrated environment Whether you're an experienced Loan Originator seeking better lead flow and real estate integration or a licensed professional ready to grow with a dynamic local team, this is an excellent opportunity to build a thriving career in Sacramento's mortgage market. Ready to Join Our Team? If you're passionate about helping clients achieve their homeownership goals and want to be part of a growing, vertically integrated real estate and lending company, we'd love to speak with you! Please send your resume and a brief note about your lending experience to: or call us at Visit our website to learn more: ERA Carlile Realty Group & Carlile Lending is an equal opportunity employer. CalDRE NMLS
06/26/2026
Full time
Job Description Job Description Loan Originator (Mortgage Loan Officer) ERA Carlile Realty Group & Carlile Lending Sacramento, CA Full-Time Competitive Commission + Benefits Are you a motivated, client-focused Loan Originator looking for a high-support environment with warm leads and seamless in-house real estate partnerships? Join Carlile Lending , the mortgage division of ERA Carlile Realty Group - Sacramento's vertically integrated real estate and lending team. About Us At ERA Carlile Realty Group and Carlile Lending, we operate under one roof at 1860 Howe Ave , Sacramento, CA 95825 . This unique setup allows our Loan Originators to work directly with our active real estate agents, providing clients with a true one-stop home buying or selling experience. We combine local market expertise with strong marketing support and a steady flow of real estate-driven opportunities. What We Offer - Attractive commission structure with uncapped earning potential - Direct access to buyer and seller leads from our real estate team - Close more loans faster by working side-by-side with ERA agents on transactions - Professional marketing materials, CRM tools, and transaction coordination assistance - Ongoing support to help you expand your book of business in the Sacramento market - Work in a supportive environment with experienced agents and loan officers who value teamwork Key Responsibilities - Originate and process residential mortgage loans (purchase and refinance) for clients in the Sacramento area and surrounding communities - Build and maintain relationships with real estate agents, clients, and referral partners - Guide borrowers through the entire loan process - from pre-approval to closing - Ensure compliance with all federal, state, and company lending regulations - Provide exceptional customer service and clear communication throughout the transaction - Leverage in-house real estate opportunities to grow your pipeline What We're Looking For - Active California DRE License (Salesperson or Broker) and NMLS License (required) - Minimum 1-2 years of mortgage loan origination experience preferred - Strong knowledge of mortgage products, underwriting guidelines, and the California real estate market - Excellent communication, sales, and relationship-building skills - Self-motivated with a proven track record of closing loans - Tech-savvy and comfortable using loan origination systems and CRM tools - Team player who thrives in a collaborative, vertically integrated environment Whether you're an experienced Loan Originator seeking better lead flow and real estate integration or a licensed professional ready to grow with a dynamic local team, this is an excellent opportunity to build a thriving career in Sacramento's mortgage market. Ready to Join Our Team? If you're passionate about helping clients achieve their homeownership goals and want to be part of a growing, vertically integrated real estate and lending company, we'd love to speak with you! Please send your resume and a brief note about your lending experience to: or call us at Visit our website to learn more: ERA Carlile Realty Group & Carlile Lending is an equal opportunity employer. CalDRE NMLS
Job Description Job Description Position: Mortgage Loan Originator Location: City Locations Reports to: VP, Group Lead Mortgage Lending Summary: A Mortgage Loan Consultant or Mortgage Loan Originator will be responsible for originating residential first mortgage loans. The MLC will generate new business by developing and maintaining strong relationships with real estate professionals, developers, CPAs, Attorneys, and other referral partners while providing superior service to bank customers. The MLC will also be responsible for completing and submitting a quality loan application as well as resolve any outstanding issues in order to complete the mortgage origination. Qualifications: Previous mortgage sales experience or comparable financial or sales experience is preferred (Willing to train-with prior sales experience or experience in mortgage servicing) Sales aptitude Minimum sales quota/expectation of $1,000,000 per month in closed business Strong relationship-building skills Good math aptitude Excellent written and oral communication skills Intermediate PC skills required in Windows environment This position will require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. As such, upon active employment with the Bank, The MLC will be required to either register via the NMLS registry or re-register and move your previous registration to Lakeside Bank's registration rolls. Continued employment in this position with Lakeside Bank is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. Paid Time Off: For the first 5 years of service for this position, the employee is eligible for 3 weeks of vacation. All employees are eligible for 5 days of paid sick time and 5 days of PTO. Additionally, we have 11 paid Holidays each year. Salary Information: This is a sales position. All leads are generally self-generated. There is a base salary of $30,000 and then In addition to the base salary, the Mortgage Loan Originator shall receive commissions earned on closed and funded loans. The Mortgage Loan Originator shall be compensated only for those loans which close, fund and result in fee income to Lakeside. Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at: Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at:
06/26/2026
Full time
Job Description Job Description Position: Mortgage Loan Originator Location: City Locations Reports to: VP, Group Lead Mortgage Lending Summary: A Mortgage Loan Consultant or Mortgage Loan Originator will be responsible for originating residential first mortgage loans. The MLC will generate new business by developing and maintaining strong relationships with real estate professionals, developers, CPAs, Attorneys, and other referral partners while providing superior service to bank customers. The MLC will also be responsible for completing and submitting a quality loan application as well as resolve any outstanding issues in order to complete the mortgage origination. Qualifications: Previous mortgage sales experience or comparable financial or sales experience is preferred (Willing to train-with prior sales experience or experience in mortgage servicing) Sales aptitude Minimum sales quota/expectation of $1,000,000 per month in closed business Strong relationship-building skills Good math aptitude Excellent written and oral communication skills Intermediate PC skills required in Windows environment This position will require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. As such, upon active employment with the Bank, The MLC will be required to either register via the NMLS registry or re-register and move your previous registration to Lakeside Bank's registration rolls. Continued employment in this position with Lakeside Bank is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. Paid Time Off: For the first 5 years of service for this position, the employee is eligible for 3 weeks of vacation. All employees are eligible for 5 days of paid sick time and 5 days of PTO. Additionally, we have 11 paid Holidays each year. Salary Information: This is a sales position. All leads are generally self-generated. There is a base salary of $30,000 and then In addition to the base salary, the Mortgage Loan Originator shall receive commissions earned on closed and funded loans. The Mortgage Loan Originator shall be compensated only for those loans which close, fund and result in fee income to Lakeside. Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at: Company Description It's About Time you check us out, consider a career at Lakeside and join us! Thank you for your interest in Career Opportunities at Lakeside Bank. Lakeside Bank is very proud of our current employees. Most of our employees have been with the Bank for many years and they provide our clients with outstanding service. They believe in our vision: Help your clients. Innovate. Tailor individual solutions. Move smart and move fast. Be there for the long haul. Surviving the test of time! Banking is about relationships and building relationships. Lakeside Bank prides itself on that one on one relationship with our clients. Our employees' growth is directly related to the growth of the Bank and to the wonderful service that we provide to our clients. We offer our employees the opportunity for individual growth and development. We encourage responsibility, accountability, flexibility, and professionalism. We strive to create a diverse and engaging workplace where our employees can excel. From time to time we have employment opportunities that enable us to seek talent from outside of our Bank. We look for candidates that are caring, customer focused, committed and enjoy their work! In addition to being a great place to work, we offer an excellent Benefits program, which includes: Medical Dental Vision Life Insurance Short and Long Term Disability Flexible Spending program - Parking, Transit, Medical, Dependent Care 401k Paid Vacation / Paid Sick Time Paid Holidays Free Checking/Savings Account Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please check out our website for more information at:
Customer Service Representative Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Non-Exempt / Full-Time / on-site Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Representative: Working within established operational policies, procedures and protocols, the individual will be responsible for business development activities from new and existing customers through the sale and service of all deposit products and related services. The incumbent will be skilled in relationship selling and have strong product knowledge. Respond promptly and appropriately to various customer inquiries and efficiently handle problem resolution. Answer questions on various services the financial institution provides and recognizes sales and referral opportunities. May also have teller processing responsibilities and is highly proficient in this area. Job Requirements for the Customer Service Representative: Previous experience in a front-line banking or financial services position is preferred Excellent verbal and written communication skills Strong customer sales, service and interpersonal skills Strong organizational, technical and computer skills Adapts well and embraces change Essential Job Functions for the Customer Service Representative: Proficient in the sales and service of all deposit products and services and some consumer loans Responsible for proactively engaging customers to uncover needs, recommend appropriate solutions and closing sales opportunities. Develop quality referrals to others for a variety of products and services such as residential mortgages, consumer loans, small business loans, investments, etc. Consistently provides outstanding service and assistance to customers and coworkers Actively participates and supports branch sales plans, campaigns and promotions. Efficiently processes teller transactions and performs all related tasks as required Respond promptly and efficiently in resolving customer problems. Understand and adheres to various policies and procedures including security, compliance and operations Perform all other duties as required This Job Description for the Customer Service Representative describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI2a9e5-
06/26/2026
Full time
Customer Service Representative Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Non-Exempt / Full-Time / on-site Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Representative: Working within established operational policies, procedures and protocols, the individual will be responsible for business development activities from new and existing customers through the sale and service of all deposit products and related services. The incumbent will be skilled in relationship selling and have strong product knowledge. Respond promptly and appropriately to various customer inquiries and efficiently handle problem resolution. Answer questions on various services the financial institution provides and recognizes sales and referral opportunities. May also have teller processing responsibilities and is highly proficient in this area. Job Requirements for the Customer Service Representative: Previous experience in a front-line banking or financial services position is preferred Excellent verbal and written communication skills Strong customer sales, service and interpersonal skills Strong organizational, technical and computer skills Adapts well and embraces change Essential Job Functions for the Customer Service Representative: Proficient in the sales and service of all deposit products and services and some consumer loans Responsible for proactively engaging customers to uncover needs, recommend appropriate solutions and closing sales opportunities. Develop quality referrals to others for a variety of products and services such as residential mortgages, consumer loans, small business loans, investments, etc. Consistently provides outstanding service and assistance to customers and coworkers Actively participates and supports branch sales plans, campaigns and promotions. Efficiently processes teller transactions and performs all related tasks as required Respond promptly and efficiently in resolving customer problems. Understand and adheres to various policies and procedures including security, compliance and operations Perform all other duties as required This Job Description for the Customer Service Representative describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI2a9e5-