Job Description Job Description Commercial Lender - To $170K - Tampa, FL - Job # 3792B Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position: Our bank client is seeking to fill a Commercial Lender role to be based in the Tampa, FL market. The successful candidate will make and service a variety of C&I & CRE loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. The position includes a salary of up to $170K and an excellent benefits package. (This is not a remote position.) Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant's financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor's degree in banking, finance, or another related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Proven background in generating CRE & C&I loans of between $12MM and $15MM in annual production. Formal credit-trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services, including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. The next step is yours. Email us your current resume along with the position you are considering to:
09/06/2026
Full time
Job Description Job Description Commercial Lender - To $170K - Tampa, FL - Job # 3792B Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position: Our bank client is seeking to fill a Commercial Lender role to be based in the Tampa, FL market. The successful candidate will make and service a variety of C&I & CRE loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. The position includes a salary of up to $170K and an excellent benefits package. (This is not a remote position.) Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant's financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor's degree in banking, finance, or another related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Proven background in generating CRE & C&I loans of between $12MM and $15MM in annual production. Formal credit-trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services, including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. The next step is yours. Email us your current resume along with the position you are considering to:
Job Description Job Description About the Job Harvey & Battey, P.A. is a full-service law firm with a complete real estate department serving residential and commercial buyers and sellers and lending institutions. Harvey & Battey is looking to hire a full-time Real Estate Paralegal that would work in our downtown Beaufort office. Position Summary: The Real Estate Paralegal will be responsible for client management and processing and preparing real estate closings for buyers and sellers. Duties & Responsibilities: Engaging with real estate agents and clients to prepare for real estate closings. Working with lending institutions to complete closing packages, completing loan documents after closing, and mailing necessary payoffs and closing documents. Prepare real estate closing files for document execution by attorneys and clients. Communicating with clients, lenders, Realtors, and service providers in person, by telephone, and by email. Maintain legal files (both paper and electronic), organize and file documents. Print, scan and photocopy legal documents. Manage document deliveries and track final executed documents. Assist with overflow work and other projects as needed. Competitive salary based on candidate's qualifications and experience. Job Requirements: Must have previous experience as a real estate paralegal. Computer proficiency in Microsoft Office Suite applications including WORD and Outlook as well as document management and other office technologies. Must have experience in some real estate closing software, with Title Express being preferred. Strong attention to detail, organizational skills and ability to manage time effectively. Excellent interpersonal skills, communication skills and the ability to collaborate well in a team. Qualifications & Prior Experience Qualified candidates should have a minimum of 2-5 years dealing with real estate transactions. Must be proficient with Windows-based software and Microsoft Word and Outlook. Must be reliable and dependable. Work experience with Qualia and Title Express is preferred. Accounting skills and experience are a plus. Work Remotely No Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday-Thursday 8:30-5:00 Friday 8:30-2:30 Education: High school or equivalent Experience: Paralegal: 5 years (Preferred) Work Location: In person
09/06/2026
Full time
Job Description Job Description About the Job Harvey & Battey, P.A. is a full-service law firm with a complete real estate department serving residential and commercial buyers and sellers and lending institutions. Harvey & Battey is looking to hire a full-time Real Estate Paralegal that would work in our downtown Beaufort office. Position Summary: The Real Estate Paralegal will be responsible for client management and processing and preparing real estate closings for buyers and sellers. Duties & Responsibilities: Engaging with real estate agents and clients to prepare for real estate closings. Working with lending institutions to complete closing packages, completing loan documents after closing, and mailing necessary payoffs and closing documents. Prepare real estate closing files for document execution by attorneys and clients. Communicating with clients, lenders, Realtors, and service providers in person, by telephone, and by email. Maintain legal files (both paper and electronic), organize and file documents. Print, scan and photocopy legal documents. Manage document deliveries and track final executed documents. Assist with overflow work and other projects as needed. Competitive salary based on candidate's qualifications and experience. Job Requirements: Must have previous experience as a real estate paralegal. Computer proficiency in Microsoft Office Suite applications including WORD and Outlook as well as document management and other office technologies. Must have experience in some real estate closing software, with Title Express being preferred. Strong attention to detail, organizational skills and ability to manage time effectively. Excellent interpersonal skills, communication skills and the ability to collaborate well in a team. Qualifications & Prior Experience Qualified candidates should have a minimum of 2-5 years dealing with real estate transactions. Must be proficient with Windows-based software and Microsoft Word and Outlook. Must be reliable and dependable. Work experience with Qualia and Title Express is preferred. Accounting skills and experience are a plus. Work Remotely No Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday-Thursday 8:30-5:00 Friday 8:30-2:30 Education: High school or equivalent Experience: Paralegal: 5 years (Preferred) Work Location: In person
Job Description Job Description We are actively hiring Experienced Mortgage Loan Officers who are self-motivated, results-driven, and ready to grow their production. Our Loan Officers Benefit from Our Unique Programs such as our FHA VOE and Earned Equity Programs that supercharge your pipeline and our unique payment model allow you to close fast and make more! Speak with one of our experienced AE's to see our pricing! This is a 100% commission-based role ideal for Loan Officers who: Have an existing book of business Want higher payouts and faster closings Prefer a flexible, work-from-home environment Bilingual candidates (Spanish preferred) are strongly encouraged to apply to better serve diverse borrower communities. Responsibilities Originate and close residential mortgage loans (purchase, refinance, and specialty products) Utilize your existing referral network and book of business to generate consistent loan volume Analyze borrower financials, including income calculation, credit review, and documentation Structure loans across multiple programs including: Conventional FHA / VA / USDA Non-QM Down Payment Assistance (DPA) programs Maintain consistent communication with clients, agents, and internal teams Submit complete and accurate loan files to processing Attend weekly loan and product training sessions Stay up to date with mortgage guidelines, compliance, and market trends Deliver exceptional customer service from application through closing Minimum Qualifications Active NMLS License (Required) Active State Mortgage License(s) (in applicable states) Minimum 2+ years of experience as a Mortgage Loan Originator / Loan Officer Proven book of business or referral network Strong knowledge of: Income calculation (W-2, self-employed, tax returns) Loan structuring and underwriting basics Credit analysis Strong sales, communication, and relationship-building skills Ability to work independently in a remote environment Preferred Qualifications Bilingual (Spanish preferred; other languages a plus) Experience with Non-QM loan products Established relationships with real estate agents, builders, or financial professionals Experience using LOS, CRM systems, and digital marketing tools Strong pipeline management and closing ability Licensing & Certifications NMLS Unique Identifier (Required) State Mortgage Loan Originator Licenses (Required) Compliance with SAFE Act requirements Ongoing NMLS Continuing Education (CE) compliance Familiarity with agency guidelines such as Fannie Mae and Ginnie Mae Compensation 100% Commission-Based - Uncapped EarningsCompensation Plan Unique Front and Back Competitive payout structure designed for high producers No cap on income-earn based on your production and performance What We Offer Wide range of loan programs + DPA options Fannie Mae / Ginnie Mae approved lender with no overlays Ability to broker Non-QM loans Dedicated in-house Processing & Underwriting Advanced LOS system, CRM, and marketing software Scenario Desk for deal structuring support Mentorship from experienced Regional Managers Weekly training to keep you competitive Fully remote work environment with flexible schedule Why Loan Officers Choose Obsidian Faster closings with fewer conditions Strong backend support so you can focus on production Flexibility to run your business your way Access to more loan solutions = higher approval rates Company Description At Obsidian Mortgage, we are redefining the mortgage experience through professionalism, speed, and innovation. As a fully delegated lender licensed in 36 states, we empower our Loan Officers with the tools, support, and flexibility needed to succeed in today's competitive market. We provide a remote-first environment, cutting-edge technology, and a strong internal support system so you can focus on what matters most-closing deals and building relationships. Company Description At Obsidian Mortgage, we are redefining the mortgage experience through professionalism, speed, and innovation. As a fully delegated lender licensed in 36 states, we empower our Loan Officers with the tools, support, and flexibility needed to succeed in today's competitive market. We provide a remote-first environment, cutting-edge technology, and a strong internal support system so you can focus on what matters most-closing deals and building relationships.
09/04/2026
Full time
Job Description Job Description We are actively hiring Experienced Mortgage Loan Officers who are self-motivated, results-driven, and ready to grow their production. Our Loan Officers Benefit from Our Unique Programs such as our FHA VOE and Earned Equity Programs that supercharge your pipeline and our unique payment model allow you to close fast and make more! Speak with one of our experienced AE's to see our pricing! This is a 100% commission-based role ideal for Loan Officers who: Have an existing book of business Want higher payouts and faster closings Prefer a flexible, work-from-home environment Bilingual candidates (Spanish preferred) are strongly encouraged to apply to better serve diverse borrower communities. Responsibilities Originate and close residential mortgage loans (purchase, refinance, and specialty products) Utilize your existing referral network and book of business to generate consistent loan volume Analyze borrower financials, including income calculation, credit review, and documentation Structure loans across multiple programs including: Conventional FHA / VA / USDA Non-QM Down Payment Assistance (DPA) programs Maintain consistent communication with clients, agents, and internal teams Submit complete and accurate loan files to processing Attend weekly loan and product training sessions Stay up to date with mortgage guidelines, compliance, and market trends Deliver exceptional customer service from application through closing Minimum Qualifications Active NMLS License (Required) Active State Mortgage License(s) (in applicable states) Minimum 2+ years of experience as a Mortgage Loan Originator / Loan Officer Proven book of business or referral network Strong knowledge of: Income calculation (W-2, self-employed, tax returns) Loan structuring and underwriting basics Credit analysis Strong sales, communication, and relationship-building skills Ability to work independently in a remote environment Preferred Qualifications Bilingual (Spanish preferred; other languages a plus) Experience with Non-QM loan products Established relationships with real estate agents, builders, or financial professionals Experience using LOS, CRM systems, and digital marketing tools Strong pipeline management and closing ability Licensing & Certifications NMLS Unique Identifier (Required) State Mortgage Loan Originator Licenses (Required) Compliance with SAFE Act requirements Ongoing NMLS Continuing Education (CE) compliance Familiarity with agency guidelines such as Fannie Mae and Ginnie Mae Compensation 100% Commission-Based - Uncapped EarningsCompensation Plan Unique Front and Back Competitive payout structure designed for high producers No cap on income-earn based on your production and performance What We Offer Wide range of loan programs + DPA options Fannie Mae / Ginnie Mae approved lender with no overlays Ability to broker Non-QM loans Dedicated in-house Processing & Underwriting Advanced LOS system, CRM, and marketing software Scenario Desk for deal structuring support Mentorship from experienced Regional Managers Weekly training to keep you competitive Fully remote work environment with flexible schedule Why Loan Officers Choose Obsidian Faster closings with fewer conditions Strong backend support so you can focus on production Flexibility to run your business your way Access to more loan solutions = higher approval rates Company Description At Obsidian Mortgage, we are redefining the mortgage experience through professionalism, speed, and innovation. As a fully delegated lender licensed in 36 states, we empower our Loan Officers with the tools, support, and flexibility needed to succeed in today's competitive market. We provide a remote-first environment, cutting-edge technology, and a strong internal support system so you can focus on what matters most-closing deals and building relationships. Company Description At Obsidian Mortgage, we are redefining the mortgage experience through professionalism, speed, and innovation. As a fully delegated lender licensed in 36 states, we empower our Loan Officers with the tools, support, and flexibility needed to succeed in today's competitive market. We provide a remote-first environment, cutting-edge technology, and a strong internal support system so you can focus on what matters most-closing deals and building relationships.
Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our insurance business by serving our existing base of manufactured-home loan customers. This is a remote opportunity. About us: Triad is one of the most established and trusted manufactured-home lenders in the country. We are a growing, industry-leading company known for its strong customer relationships, supportive culture, and commitment to helping sales professionals succeed. Our Insurance Advisors connect with customers at key moments - most often at policy renewal, using a consultative approach that protects customers' homes and assets. This is a great opportunity to join a leading financial services franchise; the earning power of a high-performance sales role, backed by the stability and benefits of an established lender with more than 60 years in the business. Why This Role Stands Out NO COLD CALLING. You start with warm, high-intent lead-existing customers who already know and trust Triad. Business with strong conversion rates. Our top sales reps are trending at about one in two conversations into a sale. Six-figure earning potential, uncapped. In addition to your base salary, we offer a highly competitive bonus structure to incentivize new business sales. Your total income reflects your results, with no ceiling on what you can earn. Sky is the limit! Work from home. Enjoy the flexibility and convenience of a fully remote role. Ongoing coaching and training. Continuous, hands-on development designed to help you perform at your best. Key Responsibilities Engage warm, existing customers through outbound and inbound outreach, with a focus on policy renewal and other key lifecycle moments. Lead consultative sales conversations to assess customer needs and recommend appropriate coverage solutions. Build rapport quickly and guide customers to confident decisions through disciplined follow-up and strong closing skills. Consistently meet or exceed sales, retention, and performance targets. Track all activity and pipeline accurately within agency systems and CRM tools. Maintain full compliance with applicable insurance regulations and internal standards. Required Qualifications 2-5+ years of proven sales success, including demonstrated quota attainment. A strong closer with a competitive, results-driven mindset. Excellent communication and relationship-building skills. Ability to thrive in a high-volume, metrics-driven environment. Coachable, adaptable, and committed to continuous improvement. Preferred Qualifications Active insurance license in good standing (strong preference for someone currently licensed) Prior insurance sales experience. Background in financial services, mortgage, banking, inside sales, or customer retention. Why Triad and What We Offer Triad pairs a stable, respected platform with benefits designed to support your whole life: 401(k) with employer match - flexible contribution options, diverse investment choices, and access to loans or hardship distributions. Comprehensive health coverage - medical, dental, and vision, plus an employee assistance program for physical, mental, and financial well-being. Generous paid time off - vacation and personal time, with additional leave for philanthropy, bereavement, military, and jury duty. Ongoing training and education - development and career-growth opportunities at every step. Tuition reimbursement - invest in your education and unlock new career opportunities. Rewards and recognition - celebrate wins through Triad's peer-recognition platform. PI72adfdcffbd5-6634
09/04/2026
Full time
Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our insurance business by serving our existing base of manufactured-home loan customers. This is a remote opportunity. About us: Triad is one of the most established and trusted manufactured-home lenders in the country. We are a growing, industry-leading company known for its strong customer relationships, supportive culture, and commitment to helping sales professionals succeed. Our Insurance Advisors connect with customers at key moments - most often at policy renewal, using a consultative approach that protects customers' homes and assets. This is a great opportunity to join a leading financial services franchise; the earning power of a high-performance sales role, backed by the stability and benefits of an established lender with more than 60 years in the business. Why This Role Stands Out NO COLD CALLING. You start with warm, high-intent lead-existing customers who already know and trust Triad. Business with strong conversion rates. Our top sales reps are trending at about one in two conversations into a sale. Six-figure earning potential, uncapped. In addition to your base salary, we offer a highly competitive bonus structure to incentivize new business sales. Your total income reflects your results, with no ceiling on what you can earn. Sky is the limit! Work from home. Enjoy the flexibility and convenience of a fully remote role. Ongoing coaching and training. Continuous, hands-on development designed to help you perform at your best. Key Responsibilities Engage warm, existing customers through outbound and inbound outreach, with a focus on policy renewal and other key lifecycle moments. Lead consultative sales conversations to assess customer needs and recommend appropriate coverage solutions. Build rapport quickly and guide customers to confident decisions through disciplined follow-up and strong closing skills. Consistently meet or exceed sales, retention, and performance targets. Track all activity and pipeline accurately within agency systems and CRM tools. Maintain full compliance with applicable insurance regulations and internal standards. Required Qualifications 2-5+ years of proven sales success, including demonstrated quota attainment. A strong closer with a competitive, results-driven mindset. Excellent communication and relationship-building skills. Ability to thrive in a high-volume, metrics-driven environment. Coachable, adaptable, and committed to continuous improvement. Preferred Qualifications Active insurance license in good standing (strong preference for someone currently licensed) Prior insurance sales experience. Background in financial services, mortgage, banking, inside sales, or customer retention. Why Triad and What We Offer Triad pairs a stable, respected platform with benefits designed to support your whole life: 401(k) with employer match - flexible contribution options, diverse investment choices, and access to loans or hardship distributions. Comprehensive health coverage - medical, dental, and vision, plus an employee assistance program for physical, mental, and financial well-being. Generous paid time off - vacation and personal time, with additional leave for philanthropy, bereavement, military, and jury duty. Ongoing training and education - development and career-growth opportunities at every step. Tuition reimbursement - invest in your education and unlock new career opportunities. Rewards and recognition - celebrate wins through Triad's peer-recognition platform. PI72adfdcffbd5-6634
Job Description Job Description About the Job Harvey & Battey, P.A. is a full-service law firm with a complete real estate department serving residential and commercial buyers and sellers and lending institutions. Harvey & Battey is looking to hire a full-time Real Estate Paralegal that would work in our downtown Beaufort office. Position Summary: The Real Estate Paralegal will be responsible for client management and processing and preparing real estate closings for buyers and sellers. Duties & Responsibilities: Engaging with real estate agents and clients to prepare for real estate closings. Working with lending institutions to complete closing packages, completing loan documents after closing, and mailing necessary payoffs and closing documents. Prepare real estate closing files for document execution by attorneys and clients. Communicating with clients, lenders, Realtors, and service providers in person, by telephone, and by email. Maintain legal files (both paper and electronic), organize and file documents. Print, scan and photocopy legal documents. Manage document deliveries and track final executed documents. Assist with overflow work and other projects as needed. Competitive salary based on candidate's qualifications and experience. Job Requirements: Must have previous experience as a real estate paralegal. Computer proficiency in Microsoft Office Suite applications including WORD and Outlook as well as document management and other office technologies. Must have experience in some real estate closing software, with Title Express being preferred. Strong attention to detail, organizational skills and ability to manage time effectively. Excellent interpersonal skills, communication skills and the ability to collaborate well in a team. Qualifications & Prior Experience Qualified candidates should have a minimum of 2-5 years dealing with real estate transactions. Must be proficient with Windows-based software and Microsoft Word and Outlook. Must be reliable and dependable. Work experience with Qualia and Title Express is preferred. Accounting skills and experience are a plus. Work Remotely No Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday-Thursday 8:30-5:00 Friday 8:30-2:30 Education: High school or equivalent Experience: Paralegal: 5 years (Preferred) Work Location: In person
09/03/2026
Full time
Job Description Job Description About the Job Harvey & Battey, P.A. is a full-service law firm with a complete real estate department serving residential and commercial buyers and sellers and lending institutions. Harvey & Battey is looking to hire a full-time Real Estate Paralegal that would work in our downtown Beaufort office. Position Summary: The Real Estate Paralegal will be responsible for client management and processing and preparing real estate closings for buyers and sellers. Duties & Responsibilities: Engaging with real estate agents and clients to prepare for real estate closings. Working with lending institutions to complete closing packages, completing loan documents after closing, and mailing necessary payoffs and closing documents. Prepare real estate closing files for document execution by attorneys and clients. Communicating with clients, lenders, Realtors, and service providers in person, by telephone, and by email. Maintain legal files (both paper and electronic), organize and file documents. Print, scan and photocopy legal documents. Manage document deliveries and track final executed documents. Assist with overflow work and other projects as needed. Competitive salary based on candidate's qualifications and experience. Job Requirements: Must have previous experience as a real estate paralegal. Computer proficiency in Microsoft Office Suite applications including WORD and Outlook as well as document management and other office technologies. Must have experience in some real estate closing software, with Title Express being preferred. Strong attention to detail, organizational skills and ability to manage time effectively. Excellent interpersonal skills, communication skills and the ability to collaborate well in a team. Qualifications & Prior Experience Qualified candidates should have a minimum of 2-5 years dealing with real estate transactions. Must be proficient with Windows-based software and Microsoft Word and Outlook. Must be reliable and dependable. Work experience with Qualia and Title Express is preferred. Accounting skills and experience are a plus. Work Remotely No Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday-Thursday 8:30-5:00 Friday 8:30-2:30 Education: High school or equivalent Experience: Paralegal: 5 years (Preferred) Work Location: In person
Job Description Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit Where you will work: This position offers a hybrid option to allow for occasional remote work and is open to any Compeer office location in Wisconsin. The contributions you will make: This position researches the history of property, evaluating and issuing title insurance commitments in accordance with the appropriate state requirements. Prepares reports outlining restrictions and actions required to clear real estate titles by investigating and examining public and private records. Ensures documentation follows legal requirements, internal policies/procedures and organization's security lien position. Works closely with internal team to respond to title questions and problems that may prevent a clear title. Keeps abreast of industry trends and developments through training. A typical day: Searches, analyzes, and examines public records related to property being searched in applicable counties and systems. Analyzes legal description(s) and verifies accuracy and discrepancies and boundaries. Reviews plats/surveys and makes title requirement determination that pertain to the property being searched. Accesses and reviews if liens and judgments exist by evaluating public records, county court records, property tax records, and other relevant documents related to the property and titleholders' names. Creates title commitments, policies, report of title and real estate transactional documents based on state statues and title industry standards. Reviews, analyzes and marks up title commitment(s) to insure lenders lien position. Collaborates with Title Underwriters to determine requirement and/or exceptions in issuance of title policy. Prepares search/examination sheet, title commitments, policies and report of title received from organizational workflow. Issues the final title policy by confirming a clear title through the review of recorded documents that adhere to underwriting standards and organizational policy. Completes Loan Certifications. Reviews the title application to ensure accurate information is placed within the title production software, follows up on additional information as needed. Provides exceptional service and communication to the parties involved in the loan transaction via phone, email or face to face that aligns with the mission and vision of the organization. Responds to requests in a timely and appropriate manner. The skills and experience we prefer you have: Associate's degree in business administration, legal, finance or related field; related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Ability to obtain Title Insurance Producer License (MN), Title License (WI) or Title Industry Designation (IL) within 6 months of hire date into position. General knowledge of real estate laws (Illinois, Minnesota, Wisconsin) including title insurance endorsements, regulatory statutes and requirements. Experience with gathering information from local and state government agencies. General understanding of real estate mapping/plats and interpreting legal descriptions. Strong analytical skills with attention to detail and accuracy. Skill in collection and processing detailed information in an accurate and thorough manner, attention to detail. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $52,100-$73,900 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
09/03/2026
Full time
Job Description Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit Where you will work: This position offers a hybrid option to allow for occasional remote work and is open to any Compeer office location in Wisconsin. The contributions you will make: This position researches the history of property, evaluating and issuing title insurance commitments in accordance with the appropriate state requirements. Prepares reports outlining restrictions and actions required to clear real estate titles by investigating and examining public and private records. Ensures documentation follows legal requirements, internal policies/procedures and organization's security lien position. Works closely with internal team to respond to title questions and problems that may prevent a clear title. Keeps abreast of industry trends and developments through training. A typical day: Searches, analyzes, and examines public records related to property being searched in applicable counties and systems. Analyzes legal description(s) and verifies accuracy and discrepancies and boundaries. Reviews plats/surveys and makes title requirement determination that pertain to the property being searched. Accesses and reviews if liens and judgments exist by evaluating public records, county court records, property tax records, and other relevant documents related to the property and titleholders' names. Creates title commitments, policies, report of title and real estate transactional documents based on state statues and title industry standards. Reviews, analyzes and marks up title commitment(s) to insure lenders lien position. Collaborates with Title Underwriters to determine requirement and/or exceptions in issuance of title policy. Prepares search/examination sheet, title commitments, policies and report of title received from organizational workflow. Issues the final title policy by confirming a clear title through the review of recorded documents that adhere to underwriting standards and organizational policy. Completes Loan Certifications. Reviews the title application to ensure accurate information is placed within the title production software, follows up on additional information as needed. Provides exceptional service and communication to the parties involved in the loan transaction via phone, email or face to face that aligns with the mission and vision of the organization. Responds to requests in a timely and appropriate manner. The skills and experience we prefer you have: Associate's degree in business administration, legal, finance or related field; related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Ability to obtain Title Insurance Producer License (MN), Title License (WI) or Title Industry Designation (IL) within 6 months of hire date into position. General knowledge of real estate laws (Illinois, Minnesota, Wisconsin) including title insurance endorsements, regulatory statutes and requirements. Experience with gathering information from local and state government agencies. General understanding of real estate mapping/plats and interpreting legal descriptions. Strong analytical skills with attention to detail and accuracy. Skill in collection and processing detailed information in an accurate and thorough manner, attention to detail. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $52,100-$73,900 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
Job Description Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit Where you will work: This position offers a hybrid option to allow for occasional remote work and is open to any Compeer office location in Wisconsin. The contributions you will make: This position researches the history of property, evaluating and issuing title insurance commitments in accordance with the appropriate state requirements. Prepares reports outlining restrictions and actions required to clear real estate titles by investigating and examining public and private records. Ensures documentation follows legal requirements, internal policies/procedures and organization's security lien position. Works closely with internal team to respond to title questions and problems that may prevent a clear title. Keeps abreast of industry trends and developments through training. A typical day: Searches, analyzes, and examines public records related to property being searched in applicable counties and systems. Analyzes legal description(s) and verifies accuracy and discrepancies and boundaries. Reviews plats/surveys and makes title requirement determination that pertain to the property being searched. Accesses and reviews if liens and judgments exist by evaluating public records, county court records, property tax records, and other relevant documents related to the property and titleholders' names. Creates title commitments, policies, report of title and real estate transactional documents based on state statues and title industry standards. Reviews, analyzes and marks up title commitment(s) to insure lenders lien position. Collaborates with Title Underwriters to determine requirement and/or exceptions in issuance of title policy. Prepares search/examination sheet, title commitments, policies and report of title received from organizational workflow. Issues the final title policy by confirming a clear title through the review of recorded documents that adhere to underwriting standards and organizational policy. Completes Loan Certifications. Reviews the title application to ensure accurate information is placed within the title production software, follows up on additional information as needed. Provides exceptional service and communication to the parties involved in the loan transaction via phone, email or face to face that aligns with the mission and vision of the organization. Responds to requests in a timely and appropriate manner. The skills and experience we prefer you have: Associate's degree in business administration, legal, finance or related field; related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Ability to obtain Title Insurance Producer License (MN), Title License (WI) or Title Industry Designation (IL) within 6 months of hire date into position. General knowledge of real estate laws (Illinois, Minnesota, Wisconsin) including title insurance endorsements, regulatory statutes and requirements. Experience with gathering information from local and state government agencies. General understanding of real estate mapping/plats and interpreting legal descriptions. Strong analytical skills with attention to detail and accuracy. Skill in collection and processing detailed information in an accurate and thorough manner, attention to detail. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $52,100-$73,900 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
09/03/2026
Full time
Job Description Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit Where you will work: This position offers a hybrid option to allow for occasional remote work and is open to any Compeer office location in Wisconsin. The contributions you will make: This position researches the history of property, evaluating and issuing title insurance commitments in accordance with the appropriate state requirements. Prepares reports outlining restrictions and actions required to clear real estate titles by investigating and examining public and private records. Ensures documentation follows legal requirements, internal policies/procedures and organization's security lien position. Works closely with internal team to respond to title questions and problems that may prevent a clear title. Keeps abreast of industry trends and developments through training. A typical day: Searches, analyzes, and examines public records related to property being searched in applicable counties and systems. Analyzes legal description(s) and verifies accuracy and discrepancies and boundaries. Reviews plats/surveys and makes title requirement determination that pertain to the property being searched. Accesses and reviews if liens and judgments exist by evaluating public records, county court records, property tax records, and other relevant documents related to the property and titleholders' names. Creates title commitments, policies, report of title and real estate transactional documents based on state statues and title industry standards. Reviews, analyzes and marks up title commitment(s) to insure lenders lien position. Collaborates with Title Underwriters to determine requirement and/or exceptions in issuance of title policy. Prepares search/examination sheet, title commitments, policies and report of title received from organizational workflow. Issues the final title policy by confirming a clear title through the review of recorded documents that adhere to underwriting standards and organizational policy. Completes Loan Certifications. Reviews the title application to ensure accurate information is placed within the title production software, follows up on additional information as needed. Provides exceptional service and communication to the parties involved in the loan transaction via phone, email or face to face that aligns with the mission and vision of the organization. Responds to requests in a timely and appropriate manner. The skills and experience we prefer you have: Associate's degree in business administration, legal, finance or related field; related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Ability to obtain Title Insurance Producer License (MN), Title License (WI) or Title Industry Designation (IL) within 6 months of hire date into position. General knowledge of real estate laws (Illinois, Minnesota, Wisconsin) including title insurance endorsements, regulatory statutes and requirements. Experience with gathering information from local and state government agencies. General understanding of real estate mapping/plats and interpreting legal descriptions. Strong analytical skills with attention to detail and accuracy. Skill in collection and processing detailed information in an accurate and thorough manner, attention to detail. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $52,100-$73,900 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
Job Description Job Description We are currently in need of a part-time Sales Documentation Coordinator (15-20 hours per week.) This is an in-office position that is responsible primarily for preparing documentation associated with the sale of condo units, such as 22.1 disclosures, lender questionnaires, HUD 9991 single-unit questionnaires, and paid assessment letters. This position requires a focused, keen eye for detail, working independently and in cooperation with others, and the ability to meet deadlines. Accurate preparation of the documentation is essential and completion of the documents is time sensitive. If you are super-organized, pay attention to detail, and have excellent time management skills this may be a perfect position for you! At a high level, your responsibilities would include: Compiling the information and documentation requested. Completing the documents requested accurately and on time. Regular written correspondence with condo association boards and consultation with Connected's condo management teams. Independently tracking timelines and documenting completed work. Working remotely is not an option for this position and all work days begin and end at our office in Lakeview. Schedule: 15-20 hours per week. 4-5 days per week, Monday - Friday, on a set schedule (For example, 3 hours/day every M-T-W-Th-F; 4 hours/day every M-T-W-Th). Requirements: Must be extremely strong on accuracy and attention to detail Hard worker with ability to learn quickly Must be team oriented, bright and organized Basic computer skills required Excellent time management Ability to work independently Experience with condo sales documentation not required. You will be fully trained on all aspects of this position. Compensation: Starting at $23 to $25 per hour, depending on experience.
09/03/2026
Full time
Job Description Job Description We are currently in need of a part-time Sales Documentation Coordinator (15-20 hours per week.) This is an in-office position that is responsible primarily for preparing documentation associated with the sale of condo units, such as 22.1 disclosures, lender questionnaires, HUD 9991 single-unit questionnaires, and paid assessment letters. This position requires a focused, keen eye for detail, working independently and in cooperation with others, and the ability to meet deadlines. Accurate preparation of the documentation is essential and completion of the documents is time sensitive. If you are super-organized, pay attention to detail, and have excellent time management skills this may be a perfect position for you! At a high level, your responsibilities would include: Compiling the information and documentation requested. Completing the documents requested accurately and on time. Regular written correspondence with condo association boards and consultation with Connected's condo management teams. Independently tracking timelines and documenting completed work. Working remotely is not an option for this position and all work days begin and end at our office in Lakeview. Schedule: 15-20 hours per week. 4-5 days per week, Monday - Friday, on a set schedule (For example, 3 hours/day every M-T-W-Th-F; 4 hours/day every M-T-W-Th). Requirements: Must be extremely strong on accuracy and attention to detail Hard worker with ability to learn quickly Must be team oriented, bright and organized Basic computer skills required Excellent time management Ability to work independently Experience with condo sales documentation not required. You will be fully trained on all aspects of this position. Compensation: Starting at $23 to $25 per hour, depending on experience.
Compliance & Financial Operations Associate Location Memphis or Milwaukee, (Hybrid/Fully Remote) Reports To President & CEO About UMH American Dream UMH American Dream, LLC is the finance subsidiary of UMH Properties, Inc., a publicly traded REIT specializing in the ownership and operation of manufactured housing communities. Our mission is to provide responsible, technology-driven financing solutions that make homeownership more accessible while delivering an exceptional customer experience. We are seeking a highly motivated professional to lead our compliance and financial operations functions and play a key leadership role in the continued growth of UMH American Dream. Reporting directly to the President & CEO, this individual will oversee day-to-day compliance, licensing, and financial operations while partnering with executive leadership, regulators, auditors, and banking partners to ensure the company maintains a strong, scalable, and compliant operating framework as we expand our multi-state consumer lending platform. Position Summary The Compliance & Financial Operations Associate will be responsible for overseeing the implementation of the Company's compliance program and financial operations while serving as the primary liaison with regulators and auditors. The Associate will also serve as the Consumer Contact to respond to complaints from consumers, regulatory agencies and third parties in a timely manner and to log and track all such complaints in accordance with the Company's Complaint Resolution Plan. This unique opportunity is ideal for a strong accounting and/or consumer finance background who is seeking broad exposure to consumer finance, regulatory compliance, financial operations and executive leadership. The successful candidate will work directly with the President & CEO of UMH American Dream and chair the Compliance Committee to supervise the compliance activities and manage its quality assurance and compliance risk. The candidate will play an integral role in ensuring UMH American Dream operates with the highest standards of regulatory compliance, financial integrity, and operational excellence. Primary Responsibilities Compliance Lead the day-to-day compliance function for a growing multi-state consumer finance company.Coordinate mortgage lender and loan servicing licensing across multiple states.Monitor changes in federal and state consumer lending laws and regulations and recommend necessary policy or procedural changes.Maintain corporate records, compliance documentation, and licensing files.Coordinate regulatory examinations, audits, licensing renewals, and responses to regulatory inquiries.Assist in the development and maintenance of compliance policies and procedures. Financial Operations Lead loan accounting, servicing accounting, reconciliations, and financial operational processes.Coordinate monthly reporting, reconciliations, and operational controls.Partner with accounting, auditors, regulators, banking partners, and third-party vendors. Develop and document financial operations procedures and internal controls.The position includes all other responsibilities that may be necessary to fulfill the duties associated with the position or as may be assigned. Qualifications Required Accounting, consumer finance, or business background strongly preferred. Candidates with an accounting degree or meaningful financial operations experience are highly encouraged to apply.Strong analytical, organizational, and problem-solving skills.Excellent written and verbal communication skills.High attention to detail and the ability to manage multiple priorities in a fast-paced environment.High ethical standards, sound judgment, and strong professional integrity.Proficiency with Google Office Suite and/or Microsoft 365/Office and the ability to quickly learn lending, compliance, and financial technology platforms. Preferred Qualifications Experience supporting a mortgage lender, consumer finance company, bank, manufactured housing lender, or loan servicer.Familiarity with federal consumer lending regulations, including TILA, RESPA, ECOA, FCRA, Fair Housing, UDAAP, and related compliance requirements.Experience with loan accounting, servicing reconciliations, financial reporting, or operational controls.Desire to grow into a senior leadership role overseeing compliance and financial operations. Physical requirements of the job Frequent use of computer, keyboard, mouse and phone during the workday.No Heavy lifting is required. Work Environment Working indoors in an office environment Travel Minimal travel to Headquarters one to two times per year. Work Schedule Full-time schedule, Monday through Friday, 40 hours per week Job classification This is an exempt position under the Fair Labor Standards Act Why Join UMH American Dream? This is a unique opportunity to join a newly established captive finance company backed by a publicly traded REIT and help shape the future of manufactured housing finance. You will work directly with executive leadership and gain hands-on experience across compliance, financial management, lending, loan servicing, technology implementation, and strategic decision-making. As the company grows, this position offers exceptional opportunities for professional advancement into senior leadership. Compensation & Benefits Competitive salary ranging from $85,000 - $110,000 commensurate with experience. Annual performance bonus opportunity.Paid time off and company holidays.401(k) with company match.Medical/Rx, dental, and vision insurance.Voluntary benefit plan optionsEmployee Assistance Program Professional development and continuing education support. To Apply Qualified candidates should submit a resume and cover letter describing their experience and interest in compliance, consumer finance, legal operations, accounting, and financial services. UMH American Deam will explore and provide reasonable accommodations to assist any qualified individual with a disability in performing the essential functions of his/her job. Please speak with human resources should you require an accommodation or have any questions. UMH American Dream is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Candidates please note: You will receive emails regarding the status of your application. Some are autogenerated updates while others are correspondence from our HR team or the hiring manager directly. In some instances, these emails may go to your email SPAM folder. Be sure to check that folder regularly. Compensation details: 00 Yearly Salary PI0cb5c9e34fb8-7212
09/03/2026
Full time
Compliance & Financial Operations Associate Location Memphis or Milwaukee, (Hybrid/Fully Remote) Reports To President & CEO About UMH American Dream UMH American Dream, LLC is the finance subsidiary of UMH Properties, Inc., a publicly traded REIT specializing in the ownership and operation of manufactured housing communities. Our mission is to provide responsible, technology-driven financing solutions that make homeownership more accessible while delivering an exceptional customer experience. We are seeking a highly motivated professional to lead our compliance and financial operations functions and play a key leadership role in the continued growth of UMH American Dream. Reporting directly to the President & CEO, this individual will oversee day-to-day compliance, licensing, and financial operations while partnering with executive leadership, regulators, auditors, and banking partners to ensure the company maintains a strong, scalable, and compliant operating framework as we expand our multi-state consumer lending platform. Position Summary The Compliance & Financial Operations Associate will be responsible for overseeing the implementation of the Company's compliance program and financial operations while serving as the primary liaison with regulators and auditors. The Associate will also serve as the Consumer Contact to respond to complaints from consumers, regulatory agencies and third parties in a timely manner and to log and track all such complaints in accordance with the Company's Complaint Resolution Plan. This unique opportunity is ideal for a strong accounting and/or consumer finance background who is seeking broad exposure to consumer finance, regulatory compliance, financial operations and executive leadership. The successful candidate will work directly with the President & CEO of UMH American Dream and chair the Compliance Committee to supervise the compliance activities and manage its quality assurance and compliance risk. The candidate will play an integral role in ensuring UMH American Dream operates with the highest standards of regulatory compliance, financial integrity, and operational excellence. Primary Responsibilities Compliance Lead the day-to-day compliance function for a growing multi-state consumer finance company.Coordinate mortgage lender and loan servicing licensing across multiple states.Monitor changes in federal and state consumer lending laws and regulations and recommend necessary policy or procedural changes.Maintain corporate records, compliance documentation, and licensing files.Coordinate regulatory examinations, audits, licensing renewals, and responses to regulatory inquiries.Assist in the development and maintenance of compliance policies and procedures. Financial Operations Lead loan accounting, servicing accounting, reconciliations, and financial operational processes.Coordinate monthly reporting, reconciliations, and operational controls.Partner with accounting, auditors, regulators, banking partners, and third-party vendors. Develop and document financial operations procedures and internal controls.The position includes all other responsibilities that may be necessary to fulfill the duties associated with the position or as may be assigned. Qualifications Required Accounting, consumer finance, or business background strongly preferred. Candidates with an accounting degree or meaningful financial operations experience are highly encouraged to apply.Strong analytical, organizational, and problem-solving skills.Excellent written and verbal communication skills.High attention to detail and the ability to manage multiple priorities in a fast-paced environment.High ethical standards, sound judgment, and strong professional integrity.Proficiency with Google Office Suite and/or Microsoft 365/Office and the ability to quickly learn lending, compliance, and financial technology platforms. Preferred Qualifications Experience supporting a mortgage lender, consumer finance company, bank, manufactured housing lender, or loan servicer.Familiarity with federal consumer lending regulations, including TILA, RESPA, ECOA, FCRA, Fair Housing, UDAAP, and related compliance requirements.Experience with loan accounting, servicing reconciliations, financial reporting, or operational controls.Desire to grow into a senior leadership role overseeing compliance and financial operations. Physical requirements of the job Frequent use of computer, keyboard, mouse and phone during the workday.No Heavy lifting is required. Work Environment Working indoors in an office environment Travel Minimal travel to Headquarters one to two times per year. Work Schedule Full-time schedule, Monday through Friday, 40 hours per week Job classification This is an exempt position under the Fair Labor Standards Act Why Join UMH American Dream? This is a unique opportunity to join a newly established captive finance company backed by a publicly traded REIT and help shape the future of manufactured housing finance. You will work directly with executive leadership and gain hands-on experience across compliance, financial management, lending, loan servicing, technology implementation, and strategic decision-making. As the company grows, this position offers exceptional opportunities for professional advancement into senior leadership. Compensation & Benefits Competitive salary ranging from $85,000 - $110,000 commensurate with experience. Annual performance bonus opportunity.Paid time off and company holidays.401(k) with company match.Medical/Rx, dental, and vision insurance.Voluntary benefit plan optionsEmployee Assistance Program Professional development and continuing education support. To Apply Qualified candidates should submit a resume and cover letter describing their experience and interest in compliance, consumer finance, legal operations, accounting, and financial services. UMH American Deam will explore and provide reasonable accommodations to assist any qualified individual with a disability in performing the essential functions of his/her job. Please speak with human resources should you require an accommodation or have any questions. UMH American Dream is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Candidates please note: You will receive emails regarding the status of your application. Some are autogenerated updates while others are correspondence from our HR team or the hiring manager directly. In some instances, these emails may go to your email SPAM folder. Be sure to check that folder regularly. Compensation details: 00 Yearly Salary PI0cb5c9e34fb8-7212
Job Description Job Description Description: Padgett Law Group (PLG) is an elite, full service creditors' rights law firm with practices in Florida, Georgia, Tennessee, Arkansas, Texas, Ohio, Indiana, Pennsylvania, Mississippi, Alabama, New Jersey, Kentucky, and Illinois. Additionally, PLG offers national bankruptcy, replevin, and loss mitigation services. The firm's practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders. Leveraging technology in our partnerships with forward-thinking clients gives PLG the ability to focus on the aggressive management and processing of delinquent or under performing loans, providing our clients with an edge when curing or resolving these complex legal matters. In 2019, PLG was recognized by The M Report , a leading default services industry publication, as a Top 25 Company to Work For. ?At Padgett Law Group, our mission is simple: to attract and retain the most talented individuals within our industry while delivering high-quality legal services to our clients. We understand our crucial role as our clients strive to provide an ethical and empathetic experience. We contribute to that through our long-standing and recognizable firm culture that is visible during every interaction with PLG-and amongst ourselves. At PLG, we stand on our decades-long tradition of merit, respect, hard work, and excellent results, and we use that foundation for every service we provide. As a firm, we believe that our mission can only be truly realized through investment in our core values of People, Precision, and Performance. At Padgett Law Group, we're not just looking for talented employees to join our growing team. We're looking for leaders who cultivate those around them and contribute to our path forward; we're looking for individuals who appreciate our culture and commit to our shared goals; we're looking for people who want to be more than employees, processors, or paper pushers. Our vision is to build the most compelling law firm that is home to the industry's best talent, as we are today and as we grow in the future. What's in it for you? Padgett Law Group believes in investing in our employees and ensuring that they have all the resources necessary to succeed - including a competitive, comprehensive, and valuable benefits package. As a full-time PLG employee, you will receive: 4 weeks of PTO from day one (which increases with tenure) Paid Parental and Grandparent Leave 7 Paid Company Holidays and your birthday off every year Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program 401k (with company match) Extensive Training and Development Opportunities Flexible work schedules including in-office, hybrid, and remote working capabilities And more! Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Drafting, preparing, assignments, motions, affidavits, and various other legal documents. Ensuring timely, courteous, and thorough responses to a heavy volume of email correspondence. Developing and maintaining congenial relationships with business associates and clients. Providing exceptional customer service to clients at every level of interaction. Providing support to attorneys in a high volume, time sensitive atmosphere. Preparation and filing of status updates prior to scheduled hearing Providing regular and timely client status updates, as well as continual follow-up on outstanding documents and or services. Review expired Notices of Default and communicate with the client to ensure most updated figures have been received Monitor for executed client declarations File client declarations with the court Requirements: Minimum Qualifications (Knowledge, Skills, and Abilities) Experience with client systems such as LPS, Tempo, Vendorscape and others is preferred. Must have excellent verbal and written communication skills. Must be committed to providing exceptional customer service. Ability to communicate courteously and effectively with borrower, clients, attorneys, other internal employees, and outside parties. Must be able to work with others in a congenial and team-oriented manner. Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change. Attention to detail is a must. High-level proficiency in MS Office suite. Proficiency in internet research activities. Good understanding of the legal process surrounding foreclosure preferred Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Prolonged time sitting at a desk typing, using, and looking at a computer.
09/02/2026
Full time
Job Description Job Description Description: Padgett Law Group (PLG) is an elite, full service creditors' rights law firm with practices in Florida, Georgia, Tennessee, Arkansas, Texas, Ohio, Indiana, Pennsylvania, Mississippi, Alabama, New Jersey, Kentucky, and Illinois. Additionally, PLG offers national bankruptcy, replevin, and loss mitigation services. The firm's practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders. Leveraging technology in our partnerships with forward-thinking clients gives PLG the ability to focus on the aggressive management and processing of delinquent or under performing loans, providing our clients with an edge when curing or resolving these complex legal matters. In 2019, PLG was recognized by The M Report , a leading default services industry publication, as a Top 25 Company to Work For. ?At Padgett Law Group, our mission is simple: to attract and retain the most talented individuals within our industry while delivering high-quality legal services to our clients. We understand our crucial role as our clients strive to provide an ethical and empathetic experience. We contribute to that through our long-standing and recognizable firm culture that is visible during every interaction with PLG-and amongst ourselves. At PLG, we stand on our decades-long tradition of merit, respect, hard work, and excellent results, and we use that foundation for every service we provide. As a firm, we believe that our mission can only be truly realized through investment in our core values of People, Precision, and Performance. At Padgett Law Group, we're not just looking for talented employees to join our growing team. We're looking for leaders who cultivate those around them and contribute to our path forward; we're looking for individuals who appreciate our culture and commit to our shared goals; we're looking for people who want to be more than employees, processors, or paper pushers. Our vision is to build the most compelling law firm that is home to the industry's best talent, as we are today and as we grow in the future. What's in it for you? Padgett Law Group believes in investing in our employees and ensuring that they have all the resources necessary to succeed - including a competitive, comprehensive, and valuable benefits package. As a full-time PLG employee, you will receive: 4 weeks of PTO from day one (which increases with tenure) Paid Parental and Grandparent Leave 7 Paid Company Holidays and your birthday off every year Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program 401k (with company match) Extensive Training and Development Opportunities Flexible work schedules including in-office, hybrid, and remote working capabilities And more! Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Drafting, preparing, assignments, motions, affidavits, and various other legal documents. Ensuring timely, courteous, and thorough responses to a heavy volume of email correspondence. Developing and maintaining congenial relationships with business associates and clients. Providing exceptional customer service to clients at every level of interaction. Providing support to attorneys in a high volume, time sensitive atmosphere. Preparation and filing of status updates prior to scheduled hearing Providing regular and timely client status updates, as well as continual follow-up on outstanding documents and or services. Review expired Notices of Default and communicate with the client to ensure most updated figures have been received Monitor for executed client declarations File client declarations with the court Requirements: Minimum Qualifications (Knowledge, Skills, and Abilities) Experience with client systems such as LPS, Tempo, Vendorscape and others is preferred. Must have excellent verbal and written communication skills. Must be committed to providing exceptional customer service. Ability to communicate courteously and effectively with borrower, clients, attorneys, other internal employees, and outside parties. Must be able to work with others in a congenial and team-oriented manner. Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change. Attention to detail is a must. High-level proficiency in MS Office suite. Proficiency in internet research activities. Good understanding of the legal process surrounding foreclosure preferred Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Prolonged time sitting at a desk typing, using, and looking at a computer.
Job Description Compliance & Financial Operations Associate Location Memphis or Milwaukee, (Hybrid/Fully Remote) Reports To President & CEO About UMH American Dream UMH American Dream, LLC is the finance subsidiary of UMH Properties, Inc., a publicly traded REIT specializing in the ownership and operation of manufactured housing communities. Our mission is to provide responsible, technology-driven financing solutions that make homeownership more accessible while delivering an exceptional customer experience. We are seeking a highly motivated professional to lead our compliance and financial operations functions and play a key leadership role in the continued growth of UMH American Dream. Reporting directly to the President & CEO, this individual will oversee day-to-day compliance, licensing, and financial operations while partnering with executive leadership, regulators, auditors, and banking partners to ensure the company maintains a strong, scalable, and compliant operating framework as we expand our multi-state consumer lending platform. Position Summary The Compliance & Financial Operations Associate will be responsible for overseeing the implementation of the Company's compliance program and financial operations while serving as the primary liaison with regulators and auditors. The Associate will also serve as the Consumer Contact to respond to complaints from consumers, regulatory agencies and third parties in a timely manner and to log and track all such complaints in accordance with the Company's Complaint Resolution Plan. This unique opportunity is ideal for a strong accounting and/or consumer finance background who is seeking broad exposure to consumer finance, regulatory compliance, financial operations and executive leadership. The successful candidate will work directly with the President & CEO of UMH American Dream and chair the Compliance Committee to supervise the compliance activities and manage its quality assurance and compliance risk. The candidate will play an integral role in ensuring UMH American Dream operates with the highest standards of regulatory compliance, financial integrity, and operational excellence. Primary Responsibilities Compliance Lead the day-to-day compliance function for a growing multi-state consumer finance company.Coordinate mortgage lender and loan servicing licensing across multiple states.Monitor changes in federal and state consumer lending laws and regulations and recommend necessary policy or procedural changes.Maintain corporate records, compliance documentation, and licensing files.Coordinate regulatory examinations, audits, licensing renewals, and responses to regulatory inquiries.Assist in the development and maintenance of compliance policies and procedures. Financial Operations Lead loan accounting, servicing accounting, reconciliations, and financial operational processes.Coordinate monthly reporting, reconciliations, and operational controls.Partner with accounting, auditors, regulators, banking partners, and third-party vendors. Develop and document financial operations procedures and internal controls.The position includes all other responsibilities that may be necessary to fulfill the duties associated with the position or as may be assigned. Qualifications Required Accounting, consumer finance, or business background strongly preferred. Candidates with an accounting degree or meaningful financial operations experience are highly encouraged to apply.Strong analytical, organizational, and problem-solving skills.Excellent written and verbal communication skills.High attention to detail and the ability to manage multiple priorities in a fast-paced environment.High ethical standards, sound judgment, and strong professional integrity.Proficiency with Google Office Suite and/or Microsoft 365/Office and the ability to quickly learn lending, compliance, and financial technology platforms. Preferred Qualifications Experience supporting a mortgage lender, consumer finance company, bank, manufactured housing lender, or loan servicer.Familiarity with federal consumer lending regulations, including TILA, RESPA, ECOA, FCRA, Fair Housing, UDAAP, and related compliance requirements.Experience with loan accounting, servicing reconciliations, financial reporting, or operational controls.Desire to grow into a senior leadership role overseeing compliance and financial operations. Physical requirements of the job Frequent use of computer, keyboard, mouse and phone during the workday.No Heavy lifting is required. Work Environment Working indoors in an office environment Travel Minimal travel to Headquarters one to two times per year. Work Schedule Full-time schedule, Monday through Friday, 40 hours per week Job classification This is an exempt position under the Fair Labor Standards Act Why Join UMH American Dream? This is a unique opportunity to join a newly established captive finance company backed by a publicly traded REIT and help shape the future of manufactured housing finance. You will work directly with executive leadership and gain hands-on experience across compliance, financial management, lending, loan servicing, technology implementation, and strategic decision-making. As the company grows, this position offers exceptional opportunities for professional advancement into senior leadership. Compensation & Benefits Competitive salary ranging from $85,000 - $110,000 commensurate with experience. Annual performance bonus opportunity.Paid time off and company holidays.401(k) with company match.Medical/Rx, dental, and vision insurance.Voluntary benefit plan optionsEmployee Assistance Program Professional development and continuing education support. To Apply Qualified candidates should submit a resume and cover letter describing their experience and interest in compliance, consumer finance, legal operations, accounting, and financial services. UMH American Deam will explore and provide reasonable accommodations to assist any qualified individual with a disability in performing the essential functions of his/her job. Please speak with human resources should you require an accommodation or have any questions. UMH American Dream is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Candidates please note: You will receive emails regarding the status of your application. Some are autogenerated updates while others are correspondence from our HR team or the hiring manager directly. In some instances, these emails may go to your email SPAM folder. Be sure to check that folder regularly. Compensation details: 00 Yearly Salary PI99a063cebbb1-7212
09/02/2026
Full time
Job Description Compliance & Financial Operations Associate Location Memphis or Milwaukee, (Hybrid/Fully Remote) Reports To President & CEO About UMH American Dream UMH American Dream, LLC is the finance subsidiary of UMH Properties, Inc., a publicly traded REIT specializing in the ownership and operation of manufactured housing communities. Our mission is to provide responsible, technology-driven financing solutions that make homeownership more accessible while delivering an exceptional customer experience. We are seeking a highly motivated professional to lead our compliance and financial operations functions and play a key leadership role in the continued growth of UMH American Dream. Reporting directly to the President & CEO, this individual will oversee day-to-day compliance, licensing, and financial operations while partnering with executive leadership, regulators, auditors, and banking partners to ensure the company maintains a strong, scalable, and compliant operating framework as we expand our multi-state consumer lending platform. Position Summary The Compliance & Financial Operations Associate will be responsible for overseeing the implementation of the Company's compliance program and financial operations while serving as the primary liaison with regulators and auditors. The Associate will also serve as the Consumer Contact to respond to complaints from consumers, regulatory agencies and third parties in a timely manner and to log and track all such complaints in accordance with the Company's Complaint Resolution Plan. This unique opportunity is ideal for a strong accounting and/or consumer finance background who is seeking broad exposure to consumer finance, regulatory compliance, financial operations and executive leadership. The successful candidate will work directly with the President & CEO of UMH American Dream and chair the Compliance Committee to supervise the compliance activities and manage its quality assurance and compliance risk. The candidate will play an integral role in ensuring UMH American Dream operates with the highest standards of regulatory compliance, financial integrity, and operational excellence. Primary Responsibilities Compliance Lead the day-to-day compliance function for a growing multi-state consumer finance company.Coordinate mortgage lender and loan servicing licensing across multiple states.Monitor changes in federal and state consumer lending laws and regulations and recommend necessary policy or procedural changes.Maintain corporate records, compliance documentation, and licensing files.Coordinate regulatory examinations, audits, licensing renewals, and responses to regulatory inquiries.Assist in the development and maintenance of compliance policies and procedures. Financial Operations Lead loan accounting, servicing accounting, reconciliations, and financial operational processes.Coordinate monthly reporting, reconciliations, and operational controls.Partner with accounting, auditors, regulators, banking partners, and third-party vendors. Develop and document financial operations procedures and internal controls.The position includes all other responsibilities that may be necessary to fulfill the duties associated with the position or as may be assigned. Qualifications Required Accounting, consumer finance, or business background strongly preferred. Candidates with an accounting degree or meaningful financial operations experience are highly encouraged to apply.Strong analytical, organizational, and problem-solving skills.Excellent written and verbal communication skills.High attention to detail and the ability to manage multiple priorities in a fast-paced environment.High ethical standards, sound judgment, and strong professional integrity.Proficiency with Google Office Suite and/or Microsoft 365/Office and the ability to quickly learn lending, compliance, and financial technology platforms. Preferred Qualifications Experience supporting a mortgage lender, consumer finance company, bank, manufactured housing lender, or loan servicer.Familiarity with federal consumer lending regulations, including TILA, RESPA, ECOA, FCRA, Fair Housing, UDAAP, and related compliance requirements.Experience with loan accounting, servicing reconciliations, financial reporting, or operational controls.Desire to grow into a senior leadership role overseeing compliance and financial operations. Physical requirements of the job Frequent use of computer, keyboard, mouse and phone during the workday.No Heavy lifting is required. Work Environment Working indoors in an office environment Travel Minimal travel to Headquarters one to two times per year. Work Schedule Full-time schedule, Monday through Friday, 40 hours per week Job classification This is an exempt position under the Fair Labor Standards Act Why Join UMH American Dream? This is a unique opportunity to join a newly established captive finance company backed by a publicly traded REIT and help shape the future of manufactured housing finance. You will work directly with executive leadership and gain hands-on experience across compliance, financial management, lending, loan servicing, technology implementation, and strategic decision-making. As the company grows, this position offers exceptional opportunities for professional advancement into senior leadership. Compensation & Benefits Competitive salary ranging from $85,000 - $110,000 commensurate with experience. Annual performance bonus opportunity.Paid time off and company holidays.401(k) with company match.Medical/Rx, dental, and vision insurance.Voluntary benefit plan optionsEmployee Assistance Program Professional development and continuing education support. To Apply Qualified candidates should submit a resume and cover letter describing their experience and interest in compliance, consumer finance, legal operations, accounting, and financial services. UMH American Deam will explore and provide reasonable accommodations to assist any qualified individual with a disability in performing the essential functions of his/her job. Please speak with human resources should you require an accommodation or have any questions. UMH American Dream is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Candidates please note: You will receive emails regarding the status of your application. Some are autogenerated updates while others are correspondence from our HR team or the hiring manager directly. In some instances, these emails may go to your email SPAM folder. Be sure to check that folder regularly. Compensation details: 00 Yearly Salary PI99a063cebbb1-7212
Description: JOB TITLE: VIRTUAL UNIVERSAL BANKER DEPARTMENT: CUSTOMER EXPERIENCE REPORTS TO: MARKETING OFFICER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: ONSITE - FULL-TIME JOB SUMMARY This is not a remote position. Join an exciting new role designed to expand TrustBank's virtual service capabilities and enhance the customer experience. The Virtual Universal Banker serves as a primary point of contact for customers seeking assistance by phone and through digital banking channels. This position supports customers across all markets and branches without being assigned to a specific location, providing responsive, knowledgeable, and professional service. The role plays a critical part in supporting the bank's growth strategy by delivering exceptional remote service, resolving customer inquiries, assisting with account needs, supporting digital banking products and services, and connecting customers with the appropriate specialists when additional expertise is required. DUTIES AND RESPONSIBILITIES 1. Answer inbound customer calls and serve as the first point of contact within the bank's customer service call tree. 2. Provide exceptional customer service and create positive customer experiences through phone, email, and other remote communication channels. 3. Assist customers with general account inquiries, deposit accounts, transaction questions, and service requests. 4. Troubleshoot and support online banking, mobile banking, bill pay, electronic statements, and other digital banking services. 5. Assist customers with password resets, login access issues, enrollment requests, and navigation of digital banking platforms. 6. Research and resolve customer concerns accurately and efficiently while ensuring appropriate follow-up. 7. Transfer calls to the appropriate department or team member when specialized assistance is required. 8. Document customer interactions and maintain accurate records within applicable systems. 9. Assist with deposit accounts remotely when appropriate and in accordance with bank procedures. 10. Verify customer identity and maintain compliance with all applicable regulations, policies, and procedures. 11. Process customer maintenance requests including address changes, account updates, debit card requests, and related services. 12. Order, activate, and support ATM and debit card services for customers. 13. Process check orders and reorders for personal and business customers. 15. Identify customer needs and recommend appropriate products and services. 16. Cross-sell bank products and services that provide value to customers and support relationship growth. 17. Assist customers with initial consumer loan inquiries and provide appropriate application materials via email or refer to a lender. 18. Support branch and operations staff by serving as a centralized resource for customer service and account-related questions. 19. Monitor and respond to digital banking service issues and escalate concerns when necessary. 20. Maintain strong working knowledge of all retail banking products, services, and digital solutions. 21. Participate in training, meetings, and educational opportunities as required. 22. Promote TrustBank Values and Service Standards in every customer interaction. 23. Remain flexible to scheduling needs, including working a couple of Saturdays each month. 24. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position working 40 hours per week. Hours may vary based on business needs. Availability to work a couple of Saturdays each month is required. Work is primarily performed in an office environment and focused on customer interactions conducted through telephone, video, digital, and electronic communication channels. The noise level is generally moderate. The position requires prolonged computer use, sitting, speaking, listening, and occasional standing, walking, and lifting up to 25 pounds. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $18 - $21/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated August 13, 2026 Requirements: EDUCATION and/or EXPERIENCE Must have a high school diploma or equivalent and be able to master on-the-job training requirements. Prior retail banking, customer service, call center, or digital banking experience is preferred but not required. REQUIRED SKILLS AND ABILITIES Strong verbal communication and customer service skills are essential. Must demonstrate problem-solving abilities, attention to detail, professionalism, relationship-building skills, adaptability, and the ability to work independently in a fast-paced environment. Sales and cross-selling experience is a plus. TECHNICAL SKILLS Ability to use Microsoft Office, customer relationship management tools, core banking systems, digital banking platforms, and other bank technology. Strong computer navigation skills and proficiency using telephone systems, headsets, and general office equipment are required. Demonstrates curiosity and adaptability in leveraging emerging technologies, including artificial intelligence tools, to enhance customer service, support digital banking adoption, and improve operational efficiency. Compensation details: 18-21 Hourly Wage PIff3f0-2939
09/01/2026
Full time
Description: JOB TITLE: VIRTUAL UNIVERSAL BANKER DEPARTMENT: CUSTOMER EXPERIENCE REPORTS TO: MARKETING OFFICER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: ONSITE - FULL-TIME JOB SUMMARY This is not a remote position. Join an exciting new role designed to expand TrustBank's virtual service capabilities and enhance the customer experience. The Virtual Universal Banker serves as a primary point of contact for customers seeking assistance by phone and through digital banking channels. This position supports customers across all markets and branches without being assigned to a specific location, providing responsive, knowledgeable, and professional service. The role plays a critical part in supporting the bank's growth strategy by delivering exceptional remote service, resolving customer inquiries, assisting with account needs, supporting digital banking products and services, and connecting customers with the appropriate specialists when additional expertise is required. DUTIES AND RESPONSIBILITIES 1. Answer inbound customer calls and serve as the first point of contact within the bank's customer service call tree. 2. Provide exceptional customer service and create positive customer experiences through phone, email, and other remote communication channels. 3. Assist customers with general account inquiries, deposit accounts, transaction questions, and service requests. 4. Troubleshoot and support online banking, mobile banking, bill pay, electronic statements, and other digital banking services. 5. Assist customers with password resets, login access issues, enrollment requests, and navigation of digital banking platforms. 6. Research and resolve customer concerns accurately and efficiently while ensuring appropriate follow-up. 7. Transfer calls to the appropriate department or team member when specialized assistance is required. 8. Document customer interactions and maintain accurate records within applicable systems. 9. Assist with deposit accounts remotely when appropriate and in accordance with bank procedures. 10. Verify customer identity and maintain compliance with all applicable regulations, policies, and procedures. 11. Process customer maintenance requests including address changes, account updates, debit card requests, and related services. 12. Order, activate, and support ATM and debit card services for customers. 13. Process check orders and reorders for personal and business customers. 15. Identify customer needs and recommend appropriate products and services. 16. Cross-sell bank products and services that provide value to customers and support relationship growth. 17. Assist customers with initial consumer loan inquiries and provide appropriate application materials via email or refer to a lender. 18. Support branch and operations staff by serving as a centralized resource for customer service and account-related questions. 19. Monitor and respond to digital banking service issues and escalate concerns when necessary. 20. Maintain strong working knowledge of all retail banking products, services, and digital solutions. 21. Participate in training, meetings, and educational opportunities as required. 22. Promote TrustBank Values and Service Standards in every customer interaction. 23. Remain flexible to scheduling needs, including working a couple of Saturdays each month. 24. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position working 40 hours per week. Hours may vary based on business needs. Availability to work a couple of Saturdays each month is required. Work is primarily performed in an office environment and focused on customer interactions conducted through telephone, video, digital, and electronic communication channels. The noise level is generally moderate. The position requires prolonged computer use, sitting, speaking, listening, and occasional standing, walking, and lifting up to 25 pounds. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $18 - $21/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated August 13, 2026 Requirements: EDUCATION and/or EXPERIENCE Must have a high school diploma or equivalent and be able to master on-the-job training requirements. Prior retail banking, customer service, call center, or digital banking experience is preferred but not required. REQUIRED SKILLS AND ABILITIES Strong verbal communication and customer service skills are essential. Must demonstrate problem-solving abilities, attention to detail, professionalism, relationship-building skills, adaptability, and the ability to work independently in a fast-paced environment. Sales and cross-selling experience is a plus. TECHNICAL SKILLS Ability to use Microsoft Office, customer relationship management tools, core banking systems, digital banking platforms, and other bank technology. Strong computer navigation skills and proficiency using telephone systems, headsets, and general office equipment are required. Demonstrates curiosity and adaptability in leveraging emerging technologies, including artificial intelligence tools, to enhance customer service, support digital banking adoption, and improve operational efficiency. Compensation details: 18-21 Hourly Wage PIff3f0-2939
Cooperative Business Services LLC
Illinois City, Illinois
Description: The CBS Difference At Cooperative Business Services (CBS), we deliver premier commercial lending services and cutting-edge software solutions to financial institutions across the nation. Our expertise spans all property types, ensuring that we meet the diverse needs of our clients. Our vision is to revolutionize financial partnerships, where institutions thrive and people flourish. This vision drives us to continually innovate and push the boundaries of what's possible in the financial sector.Our mission is clear: to empower financial institutions with innovative thinking and market-leading business solutions. We are committed to providing the tools and insights needed to navigate the complexities of the market, enabling our clients to achieve sustainable growth and success. Currently, CBS is in an exciting growth period as we position ourselves for 2026 and beyond. Join us on this journey as we continue to transform the future of financial institutions. The Benefits of Being Part of the Team At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here's what you can look forward to as a valued member of our team: Compensation : Base compensation for this role ranges from $100,000 - $130,000. This role is also eligible for the Commercial Lender Incentive Program. Cell Phone Reimbursement Remote Work Environment We are seeking candidates who are based near Chicago, Illinois Generous Holidays: Take advantage of 13 paid holidays each year Community Service Time: You will have eight hours of paid time each year for volunteer work. You can use this individually or join group activities. Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary. 401(k) Plan: The company provides a generous matching contribution of up to 6%. Tuition Assistance Your Role in Our Success The Commercial Loan Officer (BDO) is responsible for originating, evaluating, and advancing commercial lending opportunities in alignment with organizational goals and credit union partner priorities. This role builds and manages referral relationships, guides borrowers through the lending process, and collaborates with internal teams to ensure efficient deal execution. The Commercial Loan Officer (BDO) plays a key role in driving loan growth, expanding client relationships, and representing the organization in the business community. How You'll Drive Impact Loan Origination & Structuring: Generate, evaluate, and structure commercial loan opportunities, including CRE, term loans, lines of credit, and SBA 7(a)/504 products. Underwriting & Analysis: Perform initial financial analysis and pre-screening to assess creditworthiness and deal viability. Pipeline & Process Management: Coordinate with internal teams (underwriting, closing, and administration) to efficiently move loans from origination through closing, ensuring complete and accurate documentation. Relationship Management: Serve as a primary point of contact for borrowers, credit union partners, and internal stakeholders to ensure a seamless lending experience. Business Development & Networking: Build and maintain referral networks (CPAs, brokers, attorneys, etc.) and represent the organization at events to generate new opportunities. Partner Engagement & Growth: Educate clients and partners on lending solutions, maintain regular touchpoints, and support long-term relationship expansion. Market & Strategy Alignment: Stay informed on market trends and collaborate with marketing on targeted business development initiatives. Service & Professional Standards: Uphold high levels of responsiveness, professionalism, and service in all interaction Requirements: Professional Foundation Bachelor's degree in Finance, Business, Accounting, or a related field (or equivalent experience). 5+ years of experience in commercial real estate lending Syndication/participation lending knowledge highly preferred. Strong understanding of commercial loan products, credit analysis, and underwriting fundamentals. Strong communication and interpersonal skills, with the ability to effectively engage borrowers, partners, and internal stakeholders across varying levels of financial knowledge. Demonstrated ability to build relationships and collaborate cross-functionally while contributing to shared business goals. Proven organizational and project management skills, with the ability to manage multiple deals and deadlines simultaneously. Solid financial acumen, including the ability to interpret financial statements, assess credit risk, and support sound lending decisions. Knowledge of commercial lending markets, including industry trends, customer needs, and competitive dynamics. Effective sales and negotiation skills, with the ability to identify opportunities, structure solutions, overcome objections, and close deals. Compensation details: 00 Yearly Salary PIcc6a742602fc-0024
08/27/2026
Full time
Description: The CBS Difference At Cooperative Business Services (CBS), we deliver premier commercial lending services and cutting-edge software solutions to financial institutions across the nation. Our expertise spans all property types, ensuring that we meet the diverse needs of our clients. Our vision is to revolutionize financial partnerships, where institutions thrive and people flourish. This vision drives us to continually innovate and push the boundaries of what's possible in the financial sector.Our mission is clear: to empower financial institutions with innovative thinking and market-leading business solutions. We are committed to providing the tools and insights needed to navigate the complexities of the market, enabling our clients to achieve sustainable growth and success. Currently, CBS is in an exciting growth period as we position ourselves for 2026 and beyond. Join us on this journey as we continue to transform the future of financial institutions. The Benefits of Being Part of the Team At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here's what you can look forward to as a valued member of our team: Compensation : Base compensation for this role ranges from $100,000 - $130,000. This role is also eligible for the Commercial Lender Incentive Program. Cell Phone Reimbursement Remote Work Environment We are seeking candidates who are based near Chicago, Illinois Generous Holidays: Take advantage of 13 paid holidays each year Community Service Time: You will have eight hours of paid time each year for volunteer work. You can use this individually or join group activities. Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary. 401(k) Plan: The company provides a generous matching contribution of up to 6%. Tuition Assistance Your Role in Our Success The Commercial Loan Officer (BDO) is responsible for originating, evaluating, and advancing commercial lending opportunities in alignment with organizational goals and credit union partner priorities. This role builds and manages referral relationships, guides borrowers through the lending process, and collaborates with internal teams to ensure efficient deal execution. The Commercial Loan Officer (BDO) plays a key role in driving loan growth, expanding client relationships, and representing the organization in the business community. How You'll Drive Impact Loan Origination & Structuring: Generate, evaluate, and structure commercial loan opportunities, including CRE, term loans, lines of credit, and SBA 7(a)/504 products. Underwriting & Analysis: Perform initial financial analysis and pre-screening to assess creditworthiness and deal viability. Pipeline & Process Management: Coordinate with internal teams (underwriting, closing, and administration) to efficiently move loans from origination through closing, ensuring complete and accurate documentation. Relationship Management: Serve as a primary point of contact for borrowers, credit union partners, and internal stakeholders to ensure a seamless lending experience. Business Development & Networking: Build and maintain referral networks (CPAs, brokers, attorneys, etc.) and represent the organization at events to generate new opportunities. Partner Engagement & Growth: Educate clients and partners on lending solutions, maintain regular touchpoints, and support long-term relationship expansion. Market & Strategy Alignment: Stay informed on market trends and collaborate with marketing on targeted business development initiatives. Service & Professional Standards: Uphold high levels of responsiveness, professionalism, and service in all interaction Requirements: Professional Foundation Bachelor's degree in Finance, Business, Accounting, or a related field (or equivalent experience). 5+ years of experience in commercial real estate lending Syndication/participation lending knowledge highly preferred. Strong understanding of commercial loan products, credit analysis, and underwriting fundamentals. Strong communication and interpersonal skills, with the ability to effectively engage borrowers, partners, and internal stakeholders across varying levels of financial knowledge. Demonstrated ability to build relationships and collaborate cross-functionally while contributing to shared business goals. Proven organizational and project management skills, with the ability to manage multiple deals and deadlines simultaneously. Solid financial acumen, including the ability to interpret financial statements, assess credit risk, and support sound lending decisions. Knowledge of commercial lending markets, including industry trends, customer needs, and competitive dynamics. Effective sales and negotiation skills, with the ability to identify opportunities, structure solutions, overcome objections, and close deals. Compensation details: 00 Yearly Salary PIcc6a742602fc-0024
