Job Description Job Description Senior Lending Officer Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We have an opening for a Senior Lending Officer is responsible for the overall lending areas for the Bank including commercial, mortgage, SBA Loan, and commercial services. Strategically developing new loans and deposits in conformity with approved policies and procedures including underwriting and structuring of new loans, and in managing existing loan and deposit relationships. Responsible for creating a relationship-based sales culture with service excellence that supports the achievement of best-practice goals with excellent credit quality. Develops the strategy, tactics, and performance goals required to achieve targeted financial goals. This position requires to possesses strong analytical and critical thinking skills, and proven history in growing a sound loan portfolio. This position will ensure conformity with legal and regulatory compliance as well as the Bank lending policy; contribute to the Bank's success by ensuring that all products and services are innovative, competitive, and profitable, and responsible for developing and maintaining relationships with key stakeholders, community, and bank partners, and responsible for developing and executing sales strategies to either maintain or gain clients to increase lending revenue and deposit growth. Drive sales activities of the Commercial Banking department. ESSENTIAL DUTIES: 1. Responsible for ensuring that all loan decisions, actions and recommendations are based on an accurate and thorough understanding of each customer's financial needs and conditions and comply with all laws, regulations, and bank policy. 2. Must properly administer the credit worthiness and documentation of all loans and/or borrowing relationships originated to the Chief Credit officer. 3. Responsible for the sourcing, securing, developing, and retaining profitable banking relationships. 4. Primary focus is on finding new business opportunities to sell the Bank's products and services. 5. Responsible for contributing to the credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. 6. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. REQUIREMENTS: 1. Requires Bachelors degree in Business, Finance, Banking, or related field. 2. Advanced degree or certification in related discipline. 3. Minimum 7- 8 years increasingly responsible experience in business development of commercial, real estate, and consumer lending , and SBA loan. 4. Minimum 7- 8 years with sales and marketing experience. 5. Must know and understand the regulatory environment and how the lending function fits in that environment. 6. Comprehensive knowledge of lending principles, practices and services in domestic and international banking. 7. Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships. 8. Ability to define problems, analyze data, and design and implement solutions to enhance the Bank's sales culture. 9. Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy. 10. Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast-paced, changing environment. Bilingual in prefer. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Visit our website at: for additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
06/26/2026
Full time
Job Description Job Description Senior Lending Officer Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We have an opening for a Senior Lending Officer is responsible for the overall lending areas for the Bank including commercial, mortgage, SBA Loan, and commercial services. Strategically developing new loans and deposits in conformity with approved policies and procedures including underwriting and structuring of new loans, and in managing existing loan and deposit relationships. Responsible for creating a relationship-based sales culture with service excellence that supports the achievement of best-practice goals with excellent credit quality. Develops the strategy, tactics, and performance goals required to achieve targeted financial goals. This position requires to possesses strong analytical and critical thinking skills, and proven history in growing a sound loan portfolio. This position will ensure conformity with legal and regulatory compliance as well as the Bank lending policy; contribute to the Bank's success by ensuring that all products and services are innovative, competitive, and profitable, and responsible for developing and maintaining relationships with key stakeholders, community, and bank partners, and responsible for developing and executing sales strategies to either maintain or gain clients to increase lending revenue and deposit growth. Drive sales activities of the Commercial Banking department. ESSENTIAL DUTIES: 1. Responsible for ensuring that all loan decisions, actions and recommendations are based on an accurate and thorough understanding of each customer's financial needs and conditions and comply with all laws, regulations, and bank policy. 2. Must properly administer the credit worthiness and documentation of all loans and/or borrowing relationships originated to the Chief Credit officer. 3. Responsible for the sourcing, securing, developing, and retaining profitable banking relationships. 4. Primary focus is on finding new business opportunities to sell the Bank's products and services. 5. Responsible for contributing to the credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. 6. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. REQUIREMENTS: 1. Requires Bachelors degree in Business, Finance, Banking, or related field. 2. Advanced degree or certification in related discipline. 3. Minimum 7- 8 years increasingly responsible experience in business development of commercial, real estate, and consumer lending , and SBA loan. 4. Minimum 7- 8 years with sales and marketing experience. 5. Must know and understand the regulatory environment and how the lending function fits in that environment. 6. Comprehensive knowledge of lending principles, practices and services in domestic and international banking. 7. Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships. 8. Ability to define problems, analyze data, and design and implement solutions to enhance the Bank's sales culture. 9. Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy. 10. Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast-paced, changing environment. Bilingual in prefer. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Visit our website at: for additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
Job Description Job Description You've already proven you can originate. The question is whether your current platform is helping you scale or simply helping you maintain. Guild Mortgage is seeking experienced loan officers who understand that long-term success is built on more than compensation. The strongest mortgage businesses are supported by exceptional operations, accessible leadership, modern technology, servicing-retained customer relationships, and a customer experience that generates repeat clients and referral opportunities year after year. For decades, Guild Mortgage has invested in the infrastructure that helps originators grow sustainable businesses. WHAT MAKES GUILD DIFFERENT Operational Support That Helps You Produce Top producers shouldn't spend their day solving operational problems. Guild provides experienced processing support, in-house underwriting resources, responsive operations teams, and leadership committed to helping loans move efficiently from application to funding. Our goal is simple: allow loan officers to focus on building relationships and growing their business. Servicing That Protects Customer Relationships While many lenders transfer servicing shortly after closing, Guild retains servicing on a significant portion of our portfolio. This helps preserve customer relationships, creates future recapture opportunities, and supports long-term database growth. So far this year, approximately 86% of the loans originated by our team have remained within Guild's servicing portfolio. Technology That Creates Efficiency Loan officers need technology that removes friction, not adds complexity. Guild's digital mortgage platform, borrower experience tools, marketing resources, CRM capabilities, and mobile technology help originators stay focused on production and relationship building. A Growth-Oriented Scottsdale Branch We believe great loan officers thrive when they have direct access to leadership, responsive operational support, and a team committed to execution. Our Scottsdale branch is built around accountability, collaboration, and helping originators grow sustainable businesses-not simply close the next transaction. Stability Matters Guild Mortgage has been helping families achieve homeownership for more than 60 years. As one of the nation's leading independent mortgage lenders, Guild provides the financial strength, reputation, and long-term commitment that originators need to build their business with confidence. RESPONSIBILITIES • Originate residential mortgage loans • Develop Realtor, builder, financial advisor, and referral partnerships • Guide borrowers through financing options and mortgage solutions • Deliver an exceptional customer experience throughout the loan process • Maintain compliance with all applicable lending regulations • Build and grow a sustainable mortgage business • Generate repeat and referral business through relationship-based sales QUALIFICATIONS • Active NMLS license • Mortgage origination experience • Established referral relationships preferred • Strong consultative sales and communication skills • High level of professionalism, integrity, and accountability • Self-motivated with a growth-oriented mindset BENEFITS • Competitive compensation structure • Medical, dental, and vision insurance • 401(k) with company match • Paid time off • Professional development and growth opportunities • Industry-leading technology and marketing resources • Supportive leadership team • Access to in-house operational and underwriting expertise If you're looking for a company that invests as heavily in operational excellence as it does in production, we'd welcome a confidential conversation.
06/26/2026
Full time
Job Description Job Description You've already proven you can originate. The question is whether your current platform is helping you scale or simply helping you maintain. Guild Mortgage is seeking experienced loan officers who understand that long-term success is built on more than compensation. The strongest mortgage businesses are supported by exceptional operations, accessible leadership, modern technology, servicing-retained customer relationships, and a customer experience that generates repeat clients and referral opportunities year after year. For decades, Guild Mortgage has invested in the infrastructure that helps originators grow sustainable businesses. WHAT MAKES GUILD DIFFERENT Operational Support That Helps You Produce Top producers shouldn't spend their day solving operational problems. Guild provides experienced processing support, in-house underwriting resources, responsive operations teams, and leadership committed to helping loans move efficiently from application to funding. Our goal is simple: allow loan officers to focus on building relationships and growing their business. Servicing That Protects Customer Relationships While many lenders transfer servicing shortly after closing, Guild retains servicing on a significant portion of our portfolio. This helps preserve customer relationships, creates future recapture opportunities, and supports long-term database growth. So far this year, approximately 86% of the loans originated by our team have remained within Guild's servicing portfolio. Technology That Creates Efficiency Loan officers need technology that removes friction, not adds complexity. Guild's digital mortgage platform, borrower experience tools, marketing resources, CRM capabilities, and mobile technology help originators stay focused on production and relationship building. A Growth-Oriented Scottsdale Branch We believe great loan officers thrive when they have direct access to leadership, responsive operational support, and a team committed to execution. Our Scottsdale branch is built around accountability, collaboration, and helping originators grow sustainable businesses-not simply close the next transaction. Stability Matters Guild Mortgage has been helping families achieve homeownership for more than 60 years. As one of the nation's leading independent mortgage lenders, Guild provides the financial strength, reputation, and long-term commitment that originators need to build their business with confidence. RESPONSIBILITIES • Originate residential mortgage loans • Develop Realtor, builder, financial advisor, and referral partnerships • Guide borrowers through financing options and mortgage solutions • Deliver an exceptional customer experience throughout the loan process • Maintain compliance with all applicable lending regulations • Build and grow a sustainable mortgage business • Generate repeat and referral business through relationship-based sales QUALIFICATIONS • Active NMLS license • Mortgage origination experience • Established referral relationships preferred • Strong consultative sales and communication skills • High level of professionalism, integrity, and accountability • Self-motivated with a growth-oriented mindset BENEFITS • Competitive compensation structure • Medical, dental, and vision insurance • 401(k) with company match • Paid time off • Professional development and growth opportunities • Industry-leading technology and marketing resources • Supportive leadership team • Access to in-house operational and underwriting expertise If you're looking for a company that invests as heavily in operational excellence as it does in production, we'd welcome a confidential conversation.
Job Description Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund's Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund's core small business loan products. TruFund's Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund's Southern Regional footprint while managing the full life cycle of TruFund's loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks' vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund's Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership Lead the development and execution of TruFund's Southern Regional lending strategy in alignment with the organization's mission and growth goals. Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact. Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund's reach. SBA Loan Portfolio Administration Lead the full administration of TruFund's SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana. Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund's internal controls. Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender. Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities. Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry. Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management Support the credit quality and risk management of the national loan portfolio. Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund's portfolio management team on risk mitigation strategies as needed. Partner with TruFund's Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: Bachelor's degree in Finance, Business, or related field; MBA or advanced degree preferred. Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program. Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures. Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required. Superior analytical skills are required. Must be proficient in Windows-based software. Ability to travel to visit prospective and current clients as necessary. Must possess the ability to meet performance goals Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred. Strong commitment to community and economic development ideals Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund . click apply for full job details
06/26/2026
Full time
Job Description Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund's Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund's core small business loan products. TruFund's Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund's Southern Regional footprint while managing the full life cycle of TruFund's loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks' vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund's Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership Lead the development and execution of TruFund's Southern Regional lending strategy in alignment with the organization's mission and growth goals. Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact. Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund's reach. SBA Loan Portfolio Administration Lead the full administration of TruFund's SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana. Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund's internal controls. Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender. Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities. Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry. Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management Support the credit quality and risk management of the national loan portfolio. Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund's portfolio management team on risk mitigation strategies as needed. Partner with TruFund's Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: Bachelor's degree in Finance, Business, or related field; MBA or advanced degree preferred. Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program. Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures. Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required. Superior analytical skills are required. Must be proficient in Windows-based software. Ability to travel to visit prospective and current clients as necessary. Must possess the ability to meet performance goals Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred. Strong commitment to community and economic development ideals Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund . click apply for full job details
Job Description Job Description Summary The Commercial Portfolio Manager Team Lead will manage a portfolio of commercial banking relationships while leading and developing a team of Commercial Portfolio Managers. This individual is not required to source new business opportunities, but rather will partner with both Commercial Bankers and Relationship Managers to convert commercial loan opportunities and deliver outstanding solutions to our clients. The ideal candidate must react with high urgency to daily activity and be comfortable incorporating new and effective ways to achieve better results by adapting to evolving technology solutions. Responsibilities Portfolio Management Manage a portfolio of commercial banking clients, ensuring strong credit quality and adherence to underwriting standards. Partner closely with Commercial Bankers and Relationship Managers and clients to understand their needs, structure financing solutions, and manage loan renewals. Drive an exceptional client experience by ensuring responsiveness, proactive communication, and high-quality lending solutions. Perform in-depth financial analysis, risk assessment, and credit structuring for complex commercial lending relationships. Monitor portfolio performance, identify early warning signs of credit deterioration, and implement proactive risk mitigation strategies. Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. Integrate and reconcile data from multiple systems to produce accurate portfolio reporting. Team Management Lead and mentor a team of Commercial Portfolio Managers, providing guidance on credit analysis, risk assessment, and portfolio management best practices. Develop, maintain, and enhance portfolio level dashboards to monitor risk ratings, covenant compliance, and pipeline activity. Drive process improvement through automation and integration of portfolio data across systems. Set performance goals, conduct regular coaching sessions, and provide constructive feedback to drive professional growth. Develop and implement training programs to enhance team capabilities and ensure consistency in credit underwriting and risk monitoring. Foster a culture of collaboration, accountability, and continuous improvement within the team. Partner with senior leadership to enhance portfolio management processes, risk frameworks, and client service standards. Foster a collaborative relationship between Portfolio Managers and the Commercial Loan Administration team to generate loan documents and closing packages. Minimum Qualifications 10-12+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. 3-5+ years prior leadership or mentorship experience, with a passion for coaching and developing talent. Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. Strong working knowledge of financial statements and accounting standards required. Robust experience with credit policies, with competition of a formal commercial credit training program. Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. Must be comfortable working with complex computer operating systems (nCino experience a plus). Advanced proficiency in Excel, including complex formulas and data modeling. Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. Page Break About Fortis Bank At Fortis Bank, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis Bank is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the "FDIC"). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at
06/26/2026
Full time
Job Description Job Description Summary The Commercial Portfolio Manager Team Lead will manage a portfolio of commercial banking relationships while leading and developing a team of Commercial Portfolio Managers. This individual is not required to source new business opportunities, but rather will partner with both Commercial Bankers and Relationship Managers to convert commercial loan opportunities and deliver outstanding solutions to our clients. The ideal candidate must react with high urgency to daily activity and be comfortable incorporating new and effective ways to achieve better results by adapting to evolving technology solutions. Responsibilities Portfolio Management Manage a portfolio of commercial banking clients, ensuring strong credit quality and adherence to underwriting standards. Partner closely with Commercial Bankers and Relationship Managers and clients to understand their needs, structure financing solutions, and manage loan renewals. Drive an exceptional client experience by ensuring responsiveness, proactive communication, and high-quality lending solutions. Perform in-depth financial analysis, risk assessment, and credit structuring for complex commercial lending relationships. Monitor portfolio performance, identify early warning signs of credit deterioration, and implement proactive risk mitigation strategies. Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. Integrate and reconcile data from multiple systems to produce accurate portfolio reporting. Team Management Lead and mentor a team of Commercial Portfolio Managers, providing guidance on credit analysis, risk assessment, and portfolio management best practices. Develop, maintain, and enhance portfolio level dashboards to monitor risk ratings, covenant compliance, and pipeline activity. Drive process improvement through automation and integration of portfolio data across systems. Set performance goals, conduct regular coaching sessions, and provide constructive feedback to drive professional growth. Develop and implement training programs to enhance team capabilities and ensure consistency in credit underwriting and risk monitoring. Foster a culture of collaboration, accountability, and continuous improvement within the team. Partner with senior leadership to enhance portfolio management processes, risk frameworks, and client service standards. Foster a collaborative relationship between Portfolio Managers and the Commercial Loan Administration team to generate loan documents and closing packages. Minimum Qualifications 10-12+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. 3-5+ years prior leadership or mentorship experience, with a passion for coaching and developing talent. Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. Strong working knowledge of financial statements and accounting standards required. Robust experience with credit policies, with competition of a formal commercial credit training program. Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. Must be comfortable working with complex computer operating systems (nCino experience a plus). Advanced proficiency in Excel, including complex formulas and data modeling. Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. Page Break About Fortis Bank At Fortis Bank, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis Bank is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the "FDIC"). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at
Job Description Job Description Join the AI Lending Revolution at LoanWorks! At LoanWorks, we're not just a company; we're a movement towards a smarter, fairer, and more efficient financial future. Founded on the principles of accessibility, excellence, and innovation, LoanWorks is at the forefront of lending, with a firm commitment to leveraging groundbreaking technologies like AI and Blockchain to redefine the loan process. Our dedication has earned us recognition and accolades, such as being finalist for CEO of the Year and leaders in Platform Automation Strategic Partnerships . Who We're Looking For: Locations: CA, CO, TX, FL, AL, GA, SC, NC, TN, MD, DC, VA, MN, OH, KY, PA We're seeking experienced Loan Officers who are ready to step into the future of finance. With LoanWorks, you'll be part of a team that values respect, continuous improvement, and transformative artificial intelligence. You'll work alongside a senior executive management team that has pioneered the use of AI, machine Learning, Automation, and Blockchain technologies, reshaping the lending process and establishing LoanWorks as a distinguished FinTech disruptor . Your Role and Impact: As a Loan Officer at LoanWorks, you'll be empowered by AI to deliver exceptional service and success. You'll enjoy a streamlined loan process that's not only less expensive but may also provide lower rates to customers, thanks to our advanced process automation. With the aid of an AI Personal Assistant, you'll handle applications, process files in minutes, and close loans in days, all while ensuring a fair and equitable process for every customer . Why LoanWorks? Empowerment through AI: Your virtual assistant will handle repetitive tasks, boosting your productivity and allowing you to focus on what you do best - originating loans and nurturing relationships . Higher Approval Rates: With AI-driven assessments, you'll contribute to higher loan approval rates and client satisfaction . Fair Lending Practices: We're committed to using AI for unbiased, equitable access to financial opportunities . Growth and Support: A culture where innovation is encouraged, and professional development is a priority . Disruption and Change: Work with a company that's redefining the lending industry with a dedicated personal AI Assistant to support you and your customers 24/7 . Benefits That Make a Difference: 24/7 Personal AI Assistant: A groundbreaking platform that ensures quick responses and expertise, super-powering Loan Officers. Work-Life Balance: Reclaim time for personal pursuits and well-being . Financial Incentives: Benefit from our flat management structure, leading to enhanced earnings from closings, and a Recruiting Override on Sales Organization recruits . Join the Revolution: This is more than a career opportunity; it's a chance to be part of a pioneering change in the world of finance. Align your future with a company that puts loan officers and customers first, in a supportive environment that nurtures success. Are you ready to redefine your career with LoanWorks? Apply now and partner with us for a transformative experience! Apply Today and Shape the Future of Lending! LoanWorks is not just revolutionizing lending; we're revolutionizing careers. Join us and be on the winning team!
06/26/2026
Full time
Job Description Job Description Join the AI Lending Revolution at LoanWorks! At LoanWorks, we're not just a company; we're a movement towards a smarter, fairer, and more efficient financial future. Founded on the principles of accessibility, excellence, and innovation, LoanWorks is at the forefront of lending, with a firm commitment to leveraging groundbreaking technologies like AI and Blockchain to redefine the loan process. Our dedication has earned us recognition and accolades, such as being finalist for CEO of the Year and leaders in Platform Automation Strategic Partnerships . Who We're Looking For: Locations: CA, CO, TX, FL, AL, GA, SC, NC, TN, MD, DC, VA, MN, OH, KY, PA We're seeking experienced Loan Officers who are ready to step into the future of finance. With LoanWorks, you'll be part of a team that values respect, continuous improvement, and transformative artificial intelligence. You'll work alongside a senior executive management team that has pioneered the use of AI, machine Learning, Automation, and Blockchain technologies, reshaping the lending process and establishing LoanWorks as a distinguished FinTech disruptor . Your Role and Impact: As a Loan Officer at LoanWorks, you'll be empowered by AI to deliver exceptional service and success. You'll enjoy a streamlined loan process that's not only less expensive but may also provide lower rates to customers, thanks to our advanced process automation. With the aid of an AI Personal Assistant, you'll handle applications, process files in minutes, and close loans in days, all while ensuring a fair and equitable process for every customer . Why LoanWorks? Empowerment through AI: Your virtual assistant will handle repetitive tasks, boosting your productivity and allowing you to focus on what you do best - originating loans and nurturing relationships . Higher Approval Rates: With AI-driven assessments, you'll contribute to higher loan approval rates and client satisfaction . Fair Lending Practices: We're committed to using AI for unbiased, equitable access to financial opportunities . Growth and Support: A culture where innovation is encouraged, and professional development is a priority . Disruption and Change: Work with a company that's redefining the lending industry with a dedicated personal AI Assistant to support you and your customers 24/7 . Benefits That Make a Difference: 24/7 Personal AI Assistant: A groundbreaking platform that ensures quick responses and expertise, super-powering Loan Officers. Work-Life Balance: Reclaim time for personal pursuits and well-being . Financial Incentives: Benefit from our flat management structure, leading to enhanced earnings from closings, and a Recruiting Override on Sales Organization recruits . Join the Revolution: This is more than a career opportunity; it's a chance to be part of a pioneering change in the world of finance. Align your future with a company that puts loan officers and customers first, in a supportive environment that nurtures success. Are you ready to redefine your career with LoanWorks? Apply now and partner with us for a transformative experience! Apply Today and Shape the Future of Lending! LoanWorks is not just revolutionizing lending; we're revolutionizing careers. Join us and be on the winning team!
Job Description Job Description Summary The Commercial Portfolio Manager Team Lead will manage a portfolio of commercial banking relationships while leading and developing a team of Commercial Portfolio Managers. This individual is not required to source new business opportunities, but rather will partner with both Commercial Bankers and Relationship Managers to convert commercial loan opportunities and deliver outstanding solutions to our clients. The ideal candidate must react with high urgency to daily activity and be comfortable incorporating new and effective ways to achieve better results by adapting to evolving technology solutions. Responsibilities Portfolio Management Manage a portfolio of commercial banking clients, ensuring strong credit quality and adherence to underwriting standards. Partner closely with Commercial Bankers and Relationship Managers and clients to understand their needs, structure financing solutions, and manage loan renewals. Drive an exceptional client experience by ensuring responsiveness, proactive communication, and high-quality lending solutions. Perform in-depth financial analysis, risk assessment, and credit structuring for complex commercial lending relationships. Monitor portfolio performance, identify early warning signs of credit deterioration, and implement proactive risk mitigation strategies. Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. Integrate and reconcile data from multiple systems to produce accurate portfolio reporting. Team Management Lead and mentor a team of Commercial Portfolio Managers, providing guidance on credit analysis, risk assessment, and portfolio management best practices. Develop, maintain, and enhance portfolio level dashboards to monitor risk ratings, covenant compliance, and pipeline activity. Drive process improvement through automation and integration of portfolio data across systems. Set performance goals, conduct regular coaching sessions, and provide constructive feedback to drive professional growth. Develop and implement training programs to enhance team capabilities and ensure consistency in credit underwriting and risk monitoring. Foster a culture of collaboration, accountability, and continuous improvement within the team. Partner with senior leadership to enhance portfolio management processes, risk frameworks, and client service standards. Foster a collaborative relationship between Portfolio Managers and the Commercial Loan Administration team to generate loan documents and closing packages. Minimum Qualifications 10-12+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. 3-5+ years prior leadership or mentorship experience, with a passion for coaching and developing talent. Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. Strong working knowledge of financial statements and accounting standards required. Robust experience with credit policies, with competition of a formal commercial credit training program. Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. Must be comfortable working with complex computer operating systems (nCino experience a plus). Advanced proficiency in Excel, including complex formulas and data modeling. Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. Page Break About Fortis Bank At Fortis Bank, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis Bank is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the "FDIC"). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at
06/26/2026
Full time
Job Description Job Description Summary The Commercial Portfolio Manager Team Lead will manage a portfolio of commercial banking relationships while leading and developing a team of Commercial Portfolio Managers. This individual is not required to source new business opportunities, but rather will partner with both Commercial Bankers and Relationship Managers to convert commercial loan opportunities and deliver outstanding solutions to our clients. The ideal candidate must react with high urgency to daily activity and be comfortable incorporating new and effective ways to achieve better results by adapting to evolving technology solutions. Responsibilities Portfolio Management Manage a portfolio of commercial banking clients, ensuring strong credit quality and adherence to underwriting standards. Partner closely with Commercial Bankers and Relationship Managers and clients to understand their needs, structure financing solutions, and manage loan renewals. Drive an exceptional client experience by ensuring responsiveness, proactive communication, and high-quality lending solutions. Perform in-depth financial analysis, risk assessment, and credit structuring for complex commercial lending relationships. Monitor portfolio performance, identify early warning signs of credit deterioration, and implement proactive risk mitigation strategies. Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. Integrate and reconcile data from multiple systems to produce accurate portfolio reporting. Team Management Lead and mentor a team of Commercial Portfolio Managers, providing guidance on credit analysis, risk assessment, and portfolio management best practices. Develop, maintain, and enhance portfolio level dashboards to monitor risk ratings, covenant compliance, and pipeline activity. Drive process improvement through automation and integration of portfolio data across systems. Set performance goals, conduct regular coaching sessions, and provide constructive feedback to drive professional growth. Develop and implement training programs to enhance team capabilities and ensure consistency in credit underwriting and risk monitoring. Foster a culture of collaboration, accountability, and continuous improvement within the team. Partner with senior leadership to enhance portfolio management processes, risk frameworks, and client service standards. Foster a collaborative relationship between Portfolio Managers and the Commercial Loan Administration team to generate loan documents and closing packages. Minimum Qualifications 10-12+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. 3-5+ years prior leadership or mentorship experience, with a passion for coaching and developing talent. Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. Strong working knowledge of financial statements and accounting standards required. Robust experience with credit policies, with competition of a formal commercial credit training program. Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. Must be comfortable working with complex computer operating systems (nCino experience a plus). Advanced proficiency in Excel, including complex formulas and data modeling. Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. Page Break About Fortis Bank At Fortis Bank, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis Bank is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the "FDIC"). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at
Job Description Job Description We are seeking an experienced Land Banking Originator to lead the sourcing, structuring, and execution of land banking and lot-finance transactions across the Greater Houston market. This role functions similarly to an Acquisition, Development & Construction (A&D&C) Loan Originator, but focuses on builder-developer capital solutions, including land banking, lot purchase facilities, takedown structures, and related real-estate credit products. The ideal candidate has deep relationships with homebuilders, developers, land sellers, and capital partners, and possesses strong underwriting, deal-structuring, and negotiation capabilities specific to residential land and lot development. Key Responsibilities Origination & Business Development • Source and originate land banking and lot-finance transactions with production and regional homebuilders, developers, and landowners • Develop and maintain a robust pipeline of off-balance-sheet lot solutions, land banking arrangements, and structured real-estate investments • Cultivate long-term relationships with builders, developers, brokers, attorneys, engineers, and capital partners throughout Metro Houston • Represent the firm at industry events, builder meetings, and land-seller presentations • Drive opportunities from initial outreach through signed term sheets, with consistent follow-up and disciplined pipeline management Transaction Structuring & Underwriting • Structure transactions including: Land banking agreements Lot purchase/takedown programs Option structures and phased takedowns JV-style and fee-based land capital solutions • Perform high-level underwriting analysis, including: Absorption modeling Lot pricing and margin analysis Market feasibility and submarket dynamics Entitlement and development risk • Collaborate with internal investment, legal, and asset-management teams to bring transactions from term sheet through closing Market Intelligence & Strategy • Maintain detailed knowledge of: Houston-area submarkets and MPCs Builder demand, pricing trends, and absorption Land supply, development costs, and entitlement timelines • Provide insight into competitive positioning, deal structures, and risk mitigation strategies Execution & Portfolio Management • Coordinate due diligence including title, surveys, engineering, entitlements, and development budgets • Support ongoing portfolio performance through builder relationship management and transaction modifications when necessary • Ensure compliance with internal credit standards and risk guidelines Qualifications Experience • 7+ years of experience in one or more of the following: A&D&C loan origination Land banking or lot finance Real estate private equity (residential focus) Builder finance or structured real-estate credit • Proven track record of originating and closing complex real-estate transactions • Direct experience working with homebuilders and residential developers in Texas preferred • Demonstrated ability to independently source, structure, and close deals in a relationship-driven market environment Skills & Competencies • Strong underwriting and financial modeling skills (Excel-based) • Deep understanding of residential land development economics • Ability to structure creative capital solutions aligned with builder needs • Strong negotiation, presentation, and relationship-management skills • High degree of independence, accountability, and market ownership Education • Bachelor's degree in Finance, Real Estate, Business, or related field • MBA or advanced real-estate coursework a plus Compensation • Competitive base salary + performance-based incentive compensation • Incentives tied to transaction volume, profitability, and portfolio performance • Benefits package commensurate with senior-level origination roles Why This Role • High-impact, market-facing role with significant autonomy • Opportunity to build and own the Houston land banking platform • Exposure to sophisticated real-estate credit and structured land solutions • Long-term growth path tied directly to market performance Company Description McKinley Homes Houston is a fast-growing homebuilder delivering thoughtfully planned communities across the Greater Houston market. We combine disciplined land strategy with efficient execution to bring quality homes to market with a strong customer experience. Our team operates with urgency, accountability, and a long-term mindset-partnering closely with landowners, developers, brokers, and capital partners to drive growth across Houston-area submarkets. Company Description McKinley Homes Houston is a fast-growing homebuilder delivering thoughtfully planned communities across the Greater Houston market. We combine disciplined land strategy with efficient execution to bring quality homes to market with a strong customer experience. Our team operates with urgency, accountability, and a long-term mindset-partnering closely with landowners, developers, brokers, and capital partners to drive growth across Houston-area submarkets.
06/26/2026
Full time
Job Description Job Description We are seeking an experienced Land Banking Originator to lead the sourcing, structuring, and execution of land banking and lot-finance transactions across the Greater Houston market. This role functions similarly to an Acquisition, Development & Construction (A&D&C) Loan Originator, but focuses on builder-developer capital solutions, including land banking, lot purchase facilities, takedown structures, and related real-estate credit products. The ideal candidate has deep relationships with homebuilders, developers, land sellers, and capital partners, and possesses strong underwriting, deal-structuring, and negotiation capabilities specific to residential land and lot development. Key Responsibilities Origination & Business Development • Source and originate land banking and lot-finance transactions with production and regional homebuilders, developers, and landowners • Develop and maintain a robust pipeline of off-balance-sheet lot solutions, land banking arrangements, and structured real-estate investments • Cultivate long-term relationships with builders, developers, brokers, attorneys, engineers, and capital partners throughout Metro Houston • Represent the firm at industry events, builder meetings, and land-seller presentations • Drive opportunities from initial outreach through signed term sheets, with consistent follow-up and disciplined pipeline management Transaction Structuring & Underwriting • Structure transactions including: Land banking agreements Lot purchase/takedown programs Option structures and phased takedowns JV-style and fee-based land capital solutions • Perform high-level underwriting analysis, including: Absorption modeling Lot pricing and margin analysis Market feasibility and submarket dynamics Entitlement and development risk • Collaborate with internal investment, legal, and asset-management teams to bring transactions from term sheet through closing Market Intelligence & Strategy • Maintain detailed knowledge of: Houston-area submarkets and MPCs Builder demand, pricing trends, and absorption Land supply, development costs, and entitlement timelines • Provide insight into competitive positioning, deal structures, and risk mitigation strategies Execution & Portfolio Management • Coordinate due diligence including title, surveys, engineering, entitlements, and development budgets • Support ongoing portfolio performance through builder relationship management and transaction modifications when necessary • Ensure compliance with internal credit standards and risk guidelines Qualifications Experience • 7+ years of experience in one or more of the following: A&D&C loan origination Land banking or lot finance Real estate private equity (residential focus) Builder finance or structured real-estate credit • Proven track record of originating and closing complex real-estate transactions • Direct experience working with homebuilders and residential developers in Texas preferred • Demonstrated ability to independently source, structure, and close deals in a relationship-driven market environment Skills & Competencies • Strong underwriting and financial modeling skills (Excel-based) • Deep understanding of residential land development economics • Ability to structure creative capital solutions aligned with builder needs • Strong negotiation, presentation, and relationship-management skills • High degree of independence, accountability, and market ownership Education • Bachelor's degree in Finance, Real Estate, Business, or related field • MBA or advanced real-estate coursework a plus Compensation • Competitive base salary + performance-based incentive compensation • Incentives tied to transaction volume, profitability, and portfolio performance • Benefits package commensurate with senior-level origination roles Why This Role • High-impact, market-facing role with significant autonomy • Opportunity to build and own the Houston land banking platform • Exposure to sophisticated real-estate credit and structured land solutions • Long-term growth path tied directly to market performance Company Description McKinley Homes Houston is a fast-growing homebuilder delivering thoughtfully planned communities across the Greater Houston market. We combine disciplined land strategy with efficient execution to bring quality homes to market with a strong customer experience. Our team operates with urgency, accountability, and a long-term mindset-partnering closely with landowners, developers, brokers, and capital partners to drive growth across Houston-area submarkets. Company Description McKinley Homes Houston is a fast-growing homebuilder delivering thoughtfully planned communities across the Greater Houston market. We combine disciplined land strategy with efficient execution to bring quality homes to market with a strong customer experience. Our team operates with urgency, accountability, and a long-term mindset-partnering closely with landowners, developers, brokers, and capital partners to drive growth across Houston-area submarkets.
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer / Title Agent to assist and grow our title operations in Jeffersonville, IN. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to Realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 3+ years of escrow/title experience , with a strong grasp of the full closing process Licensed Escrow Officer / Title Agent A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to Realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them everyday! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Bonus Points for Bilingual (Spanish) , or prior experience launching title ops in new markets, or JV experience Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people the autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer - be a leader , a business-builder , and a difference-maker with The Surefire Group. If this is YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer / Title Agent to assist and grow our title operations in Jeffersonville, IN. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to Realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 3+ years of escrow/title experience , with a strong grasp of the full closing process Licensed Escrow Officer / Title Agent A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to Realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them everyday! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Bonus Points for Bilingual (Spanish) , or prior experience launching title ops in new markets, or JV experience Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people the autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer - be a leader , a business-builder , and a difference-maker with The Surefire Group. If this is YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Job Description Job Description About Us Atwood Mortgage is a family-owned, veteran-owned brokerage built to serve Veterans, Realtors, and clients with unmatched service and speed. We're not a giant call center - we're a boutique team where every loan matters and every promise gets kept. Our Broker/Owner was the VA Loan Originator in Minnesota last year across all lenders. He ranks among the top 150 mortgage brokers nationally and is one of UWM's top-ranked partners. We've built all this in under three years - and we're just getting started. The Role This is not an entry-level position. The Senior Loan Partner is the Broker/Owner's and works directly alongside him on everything the business does. The core of the role is loan management - LOA and LP-level work, shared responsibility for every file from application through closing. Beyond that, the right candidate will be involved in building the business: attending and running events, strengthening Realtor relationships, helping coordinate content, and as we grow, helping support the loan officers we bring on. This role is the right fit for someone who has spent time as an LOA, processor, underwriter, or even a former loan officer who wants off the sales treadmill and into a more operations-focused seat. The common thread: a person who wants to build a career on the operations side of a growing mortgage company - not just execute tasks, but genuinely help build the business. Atwood Mortgage uses proprietary AI-powered software that gives our team real speed and leverage. The Senior Loan Partner will learn it fast and use it every day. What You'll Do Files and pipeline (the core of the role): First point of contact for new clients after their initial consultation File setup in ARIVE - applications, credit, income calculations, documents, disclosures, AUS (DU/LP) Ability to calculate multiple types of income Issue pre-approval letters through ARIVE, including pulling VA Certificates of Eligibility Under-contract setup - purchase agreements, loan structuring Track the pipeline daily and flag issues before they become problems Keep clients and Realtors informed throughout every file - proactively, before they have to ask Relationships and events: Follow up with leads, pre-approved buyers, and Realtor partners so nothing slips Help build and strengthen Atwood Mortgage's referral network Attend and help run events - CE classes, partner appreciation events, client events Occasional travel to industry events, trainings, and conferences Business operations and growth: Manage the Broker/Owner's calendar and triage email Help coordinate content production - video shoots, social posts, campaign logistics As Atwood Mortgage grows, help support and manage the loan officers we recruit Take on additional responsibilities as the business evolves What We're Looking For 3+ years of mortgage experience - LOA, processor, underwriter, or former loan officer moving to the operations side Strong knowledge of Conventional, FHA, VA, and USDA guidelines Ability to calculate multiple types of income - W-2, self-employed, commission, bonus, rental - and spot a red flag before underwriting does Experience with ARIVE or a similar LOS NMLS-licensed, or willing and able to pass the exam within 90 days of hire (we cover the cost) You love the phone. You'd rather call than text. You don't wait three hours to return a voicemail. You take initiative. When you see something that needs to happen, you handle it or flag it. You love a checklist. You get satisfaction from closing loops and making sure nothing falls through. You're comfortable in front of people. You can represent Atwood Mortgage at an event, a CE class, or a partner meeting without freezing up. You stay steady under pressure. Three things hitting at once doesn't rattle you. You want a career, not a stopover. You're looking to grow with one company over the long term. Must work in-office in St. Louis Park (no remote option) What Success Looks Like Every new lead contacted within 1 business hour (we run 75 leads/month) 100% of loans close on time - we make promises to Realtors and clients, and we keep them 80%+ of leads convert to a scheduled consultation Pre-approval letters issued within 24 hours of receiving financials Realtors know where their file stands because we told them - not because they had to ask The Broker/Owner never has to ask "did you follow up on X?" - if he's asking, something went wrong An Honest Note on Hours This is a Monday-Friday, 8-5, in-office role. But in busy season (roughly March-October), this business happens when clients and Realtors are available. When a contract comes in Saturday afternoon, someone has to respond. When a Realtor needs a rush pre-approval Sunday evening, someone has to handle it. Events happen on evenings and occasional weekends. You don't need to be chained to your desk 24/7. But you do need to care enough about winning to take a Saturday call, answer a text at 7 PM on a Tuesday, or attend an evening event in busy season. In slower winter months, that's rarely needed. If that works for you, you'll fit here. If you want a strict 9-to-5 that ends at the office door, you won't - and that's okay. This Role Isn't For You If You're looking for an entry-level mortgage job to get your feet wet. You want to become a production loan officer. This is a career on the operations side - equally rewarding, but not a stepping stone to origination. You need constant direction to know what to do next. You're great with tasks but don't want to think past them. You're great with people but don't want to learn the loan side. You don't want to be visible - at events, in front of partners, or in front of clients. "Close enough" is in your vocabulary. Compensation & Benefits Base Salary: $65,000 - $75,000 depending on experience and licensing Closing Bonus: $150 per file you meaningfully contribute to - setup, pre-approval, pipeline management, or client/Realtor communication through closing. Typically begins 30-60 days after start date as you're integrated into active files. At current volume ( 15-20 files/month), that's $25,000-$35,000+ per year once fully ramped. Realistic year-one total: $85,000 - $100,000 Year two with expanded responsibilities: $100,000 - $115,000+ Paid time off NMLS licensing costs covered Travel expenses covered for events and industry conferences Employee discount Referral program Why Atwood Mortgage Work directly with the VA Loan Originator in Minnesota across all lenders Use proprietary AI-powered software most competitors don't have access to Family-owned, veteran-owned, values-driven Boutique team - every loan matters, every relationship matters, every team member matters Real ownership and visibility - you'll be out in front of partners and clients, not hidden in a back office A clear path to expanded leadership as we grow How to Apply Submit your resume showing your relevant mortgage experience. We'll follow up with a short questionnaire designed to better understand your experience, work style, and personality. Candidates who match what we're looking for will move forward to interviews. Job Type: Full-time Pay: $65,000.00 - $90,000.00 per year Benefits: Employee discount Paid time off Referral program Work Location: In person
06/26/2026
Full time
Job Description Job Description About Us Atwood Mortgage is a family-owned, veteran-owned brokerage built to serve Veterans, Realtors, and clients with unmatched service and speed. We're not a giant call center - we're a boutique team where every loan matters and every promise gets kept. Our Broker/Owner was the VA Loan Originator in Minnesota last year across all lenders. He ranks among the top 150 mortgage brokers nationally and is one of UWM's top-ranked partners. We've built all this in under three years - and we're just getting started. The Role This is not an entry-level position. The Senior Loan Partner is the Broker/Owner's and works directly alongside him on everything the business does. The core of the role is loan management - LOA and LP-level work, shared responsibility for every file from application through closing. Beyond that, the right candidate will be involved in building the business: attending and running events, strengthening Realtor relationships, helping coordinate content, and as we grow, helping support the loan officers we bring on. This role is the right fit for someone who has spent time as an LOA, processor, underwriter, or even a former loan officer who wants off the sales treadmill and into a more operations-focused seat. The common thread: a person who wants to build a career on the operations side of a growing mortgage company - not just execute tasks, but genuinely help build the business. Atwood Mortgage uses proprietary AI-powered software that gives our team real speed and leverage. The Senior Loan Partner will learn it fast and use it every day. What You'll Do Files and pipeline (the core of the role): First point of contact for new clients after their initial consultation File setup in ARIVE - applications, credit, income calculations, documents, disclosures, AUS (DU/LP) Ability to calculate multiple types of income Issue pre-approval letters through ARIVE, including pulling VA Certificates of Eligibility Under-contract setup - purchase agreements, loan structuring Track the pipeline daily and flag issues before they become problems Keep clients and Realtors informed throughout every file - proactively, before they have to ask Relationships and events: Follow up with leads, pre-approved buyers, and Realtor partners so nothing slips Help build and strengthen Atwood Mortgage's referral network Attend and help run events - CE classes, partner appreciation events, client events Occasional travel to industry events, trainings, and conferences Business operations and growth: Manage the Broker/Owner's calendar and triage email Help coordinate content production - video shoots, social posts, campaign logistics As Atwood Mortgage grows, help support and manage the loan officers we recruit Take on additional responsibilities as the business evolves What We're Looking For 3+ years of mortgage experience - LOA, processor, underwriter, or former loan officer moving to the operations side Strong knowledge of Conventional, FHA, VA, and USDA guidelines Ability to calculate multiple types of income - W-2, self-employed, commission, bonus, rental - and spot a red flag before underwriting does Experience with ARIVE or a similar LOS NMLS-licensed, or willing and able to pass the exam within 90 days of hire (we cover the cost) You love the phone. You'd rather call than text. You don't wait three hours to return a voicemail. You take initiative. When you see something that needs to happen, you handle it or flag it. You love a checklist. You get satisfaction from closing loops and making sure nothing falls through. You're comfortable in front of people. You can represent Atwood Mortgage at an event, a CE class, or a partner meeting without freezing up. You stay steady under pressure. Three things hitting at once doesn't rattle you. You want a career, not a stopover. You're looking to grow with one company over the long term. Must work in-office in St. Louis Park (no remote option) What Success Looks Like Every new lead contacted within 1 business hour (we run 75 leads/month) 100% of loans close on time - we make promises to Realtors and clients, and we keep them 80%+ of leads convert to a scheduled consultation Pre-approval letters issued within 24 hours of receiving financials Realtors know where their file stands because we told them - not because they had to ask The Broker/Owner never has to ask "did you follow up on X?" - if he's asking, something went wrong An Honest Note on Hours This is a Monday-Friday, 8-5, in-office role. But in busy season (roughly March-October), this business happens when clients and Realtors are available. When a contract comes in Saturday afternoon, someone has to respond. When a Realtor needs a rush pre-approval Sunday evening, someone has to handle it. Events happen on evenings and occasional weekends. You don't need to be chained to your desk 24/7. But you do need to care enough about winning to take a Saturday call, answer a text at 7 PM on a Tuesday, or attend an evening event in busy season. In slower winter months, that's rarely needed. If that works for you, you'll fit here. If you want a strict 9-to-5 that ends at the office door, you won't - and that's okay. This Role Isn't For You If You're looking for an entry-level mortgage job to get your feet wet. You want to become a production loan officer. This is a career on the operations side - equally rewarding, but not a stepping stone to origination. You need constant direction to know what to do next. You're great with tasks but don't want to think past them. You're great with people but don't want to learn the loan side. You don't want to be visible - at events, in front of partners, or in front of clients. "Close enough" is in your vocabulary. Compensation & Benefits Base Salary: $65,000 - $75,000 depending on experience and licensing Closing Bonus: $150 per file you meaningfully contribute to - setup, pre-approval, pipeline management, or client/Realtor communication through closing. Typically begins 30-60 days after start date as you're integrated into active files. At current volume ( 15-20 files/month), that's $25,000-$35,000+ per year once fully ramped. Realistic year-one total: $85,000 - $100,000 Year two with expanded responsibilities: $100,000 - $115,000+ Paid time off NMLS licensing costs covered Travel expenses covered for events and industry conferences Employee discount Referral program Why Atwood Mortgage Work directly with the VA Loan Originator in Minnesota across all lenders Use proprietary AI-powered software most competitors don't have access to Family-owned, veteran-owned, values-driven Boutique team - every loan matters, every relationship matters, every team member matters Real ownership and visibility - you'll be out in front of partners and clients, not hidden in a back office A clear path to expanded leadership as we grow How to Apply Submit your resume showing your relevant mortgage experience. We'll follow up with a short questionnaire designed to better understand your experience, work style, and personality. Candidates who match what we're looking for will move forward to interviews. Job Type: Full-time Pay: $65,000.00 - $90,000.00 per year Benefits: Employee discount Paid time off Referral program Work Location: In person
Job Description Job Description Licensed Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Spring, Texas. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 3+ years of escrow/title experience , with a strong grasp of the full closing process Licensed Escrow Officer in TX (or willing to obtain) A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer , a leader , a business builder , and a difference-maker with The Surefire Group. If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Licensed Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Spring, Texas. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 3+ years of escrow/title experience , with a strong grasp of the full closing process Licensed Escrow Officer in TX (or willing to obtain) A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer , a leader , a business builder , and a difference-maker with The Surefire Group. If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
06/26/2026
Full time
Job Description Job Description Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Baltimore, MD . This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn, committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience, with a strong grasp of the full closing process A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer , a leader, a business builder, and a difference-maker with The Surefire Group . If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Baltimore, MD . This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn, committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience, with a strong grasp of the full closing process A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer , a leader, a business builder, and a difference-maker with The Surefire Group . If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Job Description Job Description Major Function: The Senior Loan Officer oversees all lending activity and manages the loan portfolio, including commercial, residential mortgage, consumer, and agriculture loans. Essential Duties: Partners with the Bank President to lead the bank's business development efforts with customers, prospects, and referral sources, which includes leading the outbound calling efforts in the trade area. Collaborates with the ANC Chief Lending Officer to maintain a strong credit culture and plan, organize and direct the workflow of the loan functions including lending, operations, and credit administration in accordance with guidelines, policies and procedures. Chairs the loan committee meetings to obtain loan approvals, exchange ideas, information and suggestions, and to review the application of lending policies, practices and procedures. Participates in management decisions pertaining to loan policy recommendations to the ANC Chief Lending Officer, participate in the strategic planning process, and other general bank policy matters. Networks, develops partnerships, and actively participates in community organizations and activities (often leadership roles) acting to enhance the image of the organization. Works closely with the Bank President to identify key strategies that drive the Company mission and vision. Coaches and mentors direct reports on professional development, including effective implementation and execution of strategies to attract new business and expand existing customer relationships. Hires and onboards new employees, determines salary increases, recommends promotions, manages performance improvement, prepares performance appraisals, and effectively handles disciplinary actions. Assures the consistent delivery of customer service in order to maximize customer satisfaction and retention. Assures confidentiality of customer information and adheres to all operational, security, risk and regulatory policies and procedures. Cultivates a culture that supports our core values through innovation, creativity, and teamwork. Exhibits our core values of Quality Service, Integrity, Responsibility, Expertise and Community Focused. Requirements: Education & Experience Bachelor's degree in business, finance or related field. Minimum 10 to 15 years of previous lending experience with preference given to those with demonstrated commercial, real estate and other lending success in a community bank environment. Knowledge, Skills & Abilities Strong business development skillset with a desire and ability to lead outbound calling efforts with customers, prospects, and bank referral sources. Strong commercial, agricultural, and consumer lending skillset. Basic computer literacy, with knowledge of computer software (i.e. Microsoft Windows Operating System and Office applications). Well organized, accurate and detail oriented. Excellent analytical decision-making and problem-solving skills. Excellent leadership skills. Excellent verbal, non-verbal, and written communication skills. Ability to work under pressure and multi-task. Ability to work independently or in team environment. Strong reading, writing, and basic mathematical skills. Excellent customer service and interpersonal skills. Ability to resolve challenging customer and/or employee situations. Ability to coach, mentor and lead a team of employees. Reporting to this position: 3 Loan Officers Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing the duties of this job, the employee is frequently required to sit. The employees will frequently use and talk on the telephone and use a computer and other office equipment. The employee may occasionally be required to travel to other locations. Work environment: While performing the duties of this job, the employee is frequently located inside an office building. The employee is occasionally exposed to weather conditions prevalent at the time. Boone Bank & Trust Co. is an Equal Opportunity Employer. Monday-Friday 8:00a.m.-4:30p.m. with occasional opening or closing shifts and Saturday rotation 8:45a.m.-12:00p.m.
06/26/2026
Full time
Job Description Job Description Major Function: The Senior Loan Officer oversees all lending activity and manages the loan portfolio, including commercial, residential mortgage, consumer, and agriculture loans. Essential Duties: Partners with the Bank President to lead the bank's business development efforts with customers, prospects, and referral sources, which includes leading the outbound calling efforts in the trade area. Collaborates with the ANC Chief Lending Officer to maintain a strong credit culture and plan, organize and direct the workflow of the loan functions including lending, operations, and credit administration in accordance with guidelines, policies and procedures. Chairs the loan committee meetings to obtain loan approvals, exchange ideas, information and suggestions, and to review the application of lending policies, practices and procedures. Participates in management decisions pertaining to loan policy recommendations to the ANC Chief Lending Officer, participate in the strategic planning process, and other general bank policy matters. Networks, develops partnerships, and actively participates in community organizations and activities (often leadership roles) acting to enhance the image of the organization. Works closely with the Bank President to identify key strategies that drive the Company mission and vision. Coaches and mentors direct reports on professional development, including effective implementation and execution of strategies to attract new business and expand existing customer relationships. Hires and onboards new employees, determines salary increases, recommends promotions, manages performance improvement, prepares performance appraisals, and effectively handles disciplinary actions. Assures the consistent delivery of customer service in order to maximize customer satisfaction and retention. Assures confidentiality of customer information and adheres to all operational, security, risk and regulatory policies and procedures. Cultivates a culture that supports our core values through innovation, creativity, and teamwork. Exhibits our core values of Quality Service, Integrity, Responsibility, Expertise and Community Focused. Requirements: Education & Experience Bachelor's degree in business, finance or related field. Minimum 10 to 15 years of previous lending experience with preference given to those with demonstrated commercial, real estate and other lending success in a community bank environment. Knowledge, Skills & Abilities Strong business development skillset with a desire and ability to lead outbound calling efforts with customers, prospects, and bank referral sources. Strong commercial, agricultural, and consumer lending skillset. Basic computer literacy, with knowledge of computer software (i.e. Microsoft Windows Operating System and Office applications). Well organized, accurate and detail oriented. Excellent analytical decision-making and problem-solving skills. Excellent leadership skills. Excellent verbal, non-verbal, and written communication skills. Ability to work under pressure and multi-task. Ability to work independently or in team environment. Strong reading, writing, and basic mathematical skills. Excellent customer service and interpersonal skills. Ability to resolve challenging customer and/or employee situations. Ability to coach, mentor and lead a team of employees. Reporting to this position: 3 Loan Officers Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing the duties of this job, the employee is frequently required to sit. The employees will frequently use and talk on the telephone and use a computer and other office equipment. The employee may occasionally be required to travel to other locations. Work environment: While performing the duties of this job, the employee is frequently located inside an office building. The employee is occasionally exposed to weather conditions prevalent at the time. Boone Bank & Trust Co. is an Equal Opportunity Employer. Monday-Friday 8:00a.m.-4:30p.m. with occasional opening or closing shifts and Saturday rotation 8:45a.m.-12:00p.m.
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Scottsdale, AZ. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience , with a strong grasp of the full closing process A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer , a leader , a business builder , and a difference-maker with The Surefire Group. If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Scottsdale, AZ. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience , with a strong grasp of the full closing process A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer , a leader , a business builder , and a difference-maker with The Surefire Group. If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Carolinas Telco Federal Credit Union
Charlotte, North Carolina
Job Description Job Description POSITION DESCRIPTION: LENDING DEPARTMENT MANAGER Department : LENDING Classification: Exempt Reports to: VP of Lending GENERAL DESCRIPTION Responsible for management of the Lending Department. Assignments in this role include directing and coordinating all consumer and mortgage loan activities, ensuring compliance with credit union lending policy and guidelines, assisting with the development of lending policies and managing lending activity to meet credit union goals and objectives. Accountable for department's loan portfolio quality, growth and compliance. Actively looks for ways to improve the overall process and ensures service delivery, both internally and externally is professional, efficient and follows the credit union's core values and consistent with overall company management policies. Provides support to all lending team personnel. ESSENTIAL FUNCTIONS: Develop and maintain lending policies, procedures, and guidelines across all loan products. Supports the strategic direction set forth for consumer and mortgage lending aligned with organizational goals and objectives. Oversee daily operations of centralized lending, mortgage origination, Home Equity origination, processing, underwriting, closing and post-closing functions. Ensure staffing levels, workflow design and organizational structure support service-level goals and compliance requirements. Lead, mentor, and develop a cross-functional lending team with diverse roles (underwriters, MLOs, processors, title clerks, etc.). Establish and maintain sound underwriting standards for consumer, HELOC and mortgage portfolios. Helps manage risk and achieve desired results by ensuring development and execution of strong underwriting skills and effective management of lending procedures. Review and enhance decisioning processes within the LOS, including automated decisioning and exception management. Guide underwriters on complex loan decisions and ensure consistency in credit evaluation. Monitor portfolio performance indicators such as delinquency, charge-offs, early payment defaults and risk concentrations. Maintains knowledge of current fraud trends and identifies fraud attempts to minimize losses through these channels. Alert/notify appropriate credit union personnel when fraud attempts occur. Oversee loan quality control and post-closing audit processes. Ensure full compliance with federal and state lending regulations including ECOA, FCRA, HMDA, TILA/RESPA, SAFE Act, and Fair Lending standards. Oversee preparation, accuracy, and timeliness of HMDA reporting for mortgage lending. Coordinate and prepare Fair Lending reviews, self-testing, and internal audits; implement corrective action plans where needed. Assist and comply with internal and external audit processes as required. Maintain proper documentation, recordkeeping, and reporting for all loan types (consumer, mortgage, HELOC). Ensure title processes meet state requirements for perfecting liens, releasing titles, tracking insurance, repossession, and handling total loss claims. Work collaboratively with the Business Systems Dept. to optimize LOS configuration, workflows, and automation to support efficiency and compliance. Maintain and distribute weekly rate updates for organization Participate in Pricing Committee meetings as directed. Manager vendor relationships related to credit bureaus, LOS providers, mortgage software and ancillary systems. Reduce operational errors through process improvements, training and system enhancements. Ensure teams are effectively using systems. Maintain accurate rate sheets, product guidelines, and pricing across consumer and mortgage lending. Work collaboratively with Senior Lending Officer to support and oversee all mortgage and Home Equity lending processes. Analyze lending trends, application volume, approval/decline rates, underwriting turnaround times, and team performance. Monitor overall portfolio: delinquency, loss rates, collateral values, utilization, and product mix. Resolve escalated member concerns related to lending decisions, documentation, or processing delays. Provide ongoing training to staff on underwriting guidelines, lending systems, compliance, product knowledge; cross-train team members to support multi-functional roles. Support and coaching of team members with documented coaching. Conduct performance review and create development plans for lending staff. Partner with Strategy, Finance, Compliance, Collections, Marketing and IT as needed/required to support organizational needs. Lead cross-functional initiatives for lending enhancements, new products or system upgrades. Act as subject matter expert for lending and organizational projects. Comply with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Any additional tasks and duties assigned. PERFORMANCE MEASUREMENTS Supervise and maintain a highly motivated, well-trained staff to support delivering exceptional service to both internal and external members. Develop employees to their highest potential by identifying areas for improvement, coaching, training, mentoring and correcting the employees' performance. Regularly meet with employees to review performance, give and receive feedback, and hold employees accountable for their performance, and behavior, ensuring all align with credit union goals and core values. Develop and maintain effective relationships with key stakeholders to support the goals of the department and organization. Maintaining knowledge base of regulations and lending guidelines. Make appropriate recommendations to support continued growth. Ensure all lending activity is within established polices, guidelines and regulations. Possess effective knowledge of the credit union's products and services; completes all assigned training. QUALIFICATIONS Associate or bachelor's degree in business administration, Finance, Accounting or related field Five to ten years of experience in lending, underwriting, mortgage operations, and financial compliance Ability to accept and apply feedback; coachable. NMLS # or the ability to be licensed through the NMLS Registry in compliance with the S.A.F.E. Act procedures including FHA, VA and conventional lending. Willingness and natural desire to learn, succeed and build a successful loan portfolio. Strong analytical and problem-solving skills Advance experience in lending, underwriting, and portfolio management. Demonstrated management or leadership experience in a financial institution. Strong attention to detail. Self-motivated Ability to analyze and evaluate complex income calculations and tax returns Must be organized and detail oriented DISCLAIMER AND ACKNOWLEDGEMENT Position descriptions possess the essential functions and basic duties of the role. Peripheral tasks may have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements contained above be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Position descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. I have received a copy of the above position description and understand the role's expectations for performance. I understand that should I have questions or need additional directions, it is my responsibility to seek clarification and/or assistance from my direct supervisor.
06/26/2026
Full time
Job Description Job Description POSITION DESCRIPTION: LENDING DEPARTMENT MANAGER Department : LENDING Classification: Exempt Reports to: VP of Lending GENERAL DESCRIPTION Responsible for management of the Lending Department. Assignments in this role include directing and coordinating all consumer and mortgage loan activities, ensuring compliance with credit union lending policy and guidelines, assisting with the development of lending policies and managing lending activity to meet credit union goals and objectives. Accountable for department's loan portfolio quality, growth and compliance. Actively looks for ways to improve the overall process and ensures service delivery, both internally and externally is professional, efficient and follows the credit union's core values and consistent with overall company management policies. Provides support to all lending team personnel. ESSENTIAL FUNCTIONS: Develop and maintain lending policies, procedures, and guidelines across all loan products. Supports the strategic direction set forth for consumer and mortgage lending aligned with organizational goals and objectives. Oversee daily operations of centralized lending, mortgage origination, Home Equity origination, processing, underwriting, closing and post-closing functions. Ensure staffing levels, workflow design and organizational structure support service-level goals and compliance requirements. Lead, mentor, and develop a cross-functional lending team with diverse roles (underwriters, MLOs, processors, title clerks, etc.). Establish and maintain sound underwriting standards for consumer, HELOC and mortgage portfolios. Helps manage risk and achieve desired results by ensuring development and execution of strong underwriting skills and effective management of lending procedures. Review and enhance decisioning processes within the LOS, including automated decisioning and exception management. Guide underwriters on complex loan decisions and ensure consistency in credit evaluation. Monitor portfolio performance indicators such as delinquency, charge-offs, early payment defaults and risk concentrations. Maintains knowledge of current fraud trends and identifies fraud attempts to minimize losses through these channels. Alert/notify appropriate credit union personnel when fraud attempts occur. Oversee loan quality control and post-closing audit processes. Ensure full compliance with federal and state lending regulations including ECOA, FCRA, HMDA, TILA/RESPA, SAFE Act, and Fair Lending standards. Oversee preparation, accuracy, and timeliness of HMDA reporting for mortgage lending. Coordinate and prepare Fair Lending reviews, self-testing, and internal audits; implement corrective action plans where needed. Assist and comply with internal and external audit processes as required. Maintain proper documentation, recordkeeping, and reporting for all loan types (consumer, mortgage, HELOC). Ensure title processes meet state requirements for perfecting liens, releasing titles, tracking insurance, repossession, and handling total loss claims. Work collaboratively with the Business Systems Dept. to optimize LOS configuration, workflows, and automation to support efficiency and compliance. Maintain and distribute weekly rate updates for organization Participate in Pricing Committee meetings as directed. Manager vendor relationships related to credit bureaus, LOS providers, mortgage software and ancillary systems. Reduce operational errors through process improvements, training and system enhancements. Ensure teams are effectively using systems. Maintain accurate rate sheets, product guidelines, and pricing across consumer and mortgage lending. Work collaboratively with Senior Lending Officer to support and oversee all mortgage and Home Equity lending processes. Analyze lending trends, application volume, approval/decline rates, underwriting turnaround times, and team performance. Monitor overall portfolio: delinquency, loss rates, collateral values, utilization, and product mix. Resolve escalated member concerns related to lending decisions, documentation, or processing delays. Provide ongoing training to staff on underwriting guidelines, lending systems, compliance, product knowledge; cross-train team members to support multi-functional roles. Support and coaching of team members with documented coaching. Conduct performance review and create development plans for lending staff. Partner with Strategy, Finance, Compliance, Collections, Marketing and IT as needed/required to support organizational needs. Lead cross-functional initiatives for lending enhancements, new products or system upgrades. Act as subject matter expert for lending and organizational projects. Comply with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Any additional tasks and duties assigned. PERFORMANCE MEASUREMENTS Supervise and maintain a highly motivated, well-trained staff to support delivering exceptional service to both internal and external members. Develop employees to their highest potential by identifying areas for improvement, coaching, training, mentoring and correcting the employees' performance. Regularly meet with employees to review performance, give and receive feedback, and hold employees accountable for their performance, and behavior, ensuring all align with credit union goals and core values. Develop and maintain effective relationships with key stakeholders to support the goals of the department and organization. Maintaining knowledge base of regulations and lending guidelines. Make appropriate recommendations to support continued growth. Ensure all lending activity is within established polices, guidelines and regulations. Possess effective knowledge of the credit union's products and services; completes all assigned training. QUALIFICATIONS Associate or bachelor's degree in business administration, Finance, Accounting or related field Five to ten years of experience in lending, underwriting, mortgage operations, and financial compliance Ability to accept and apply feedback; coachable. NMLS # or the ability to be licensed through the NMLS Registry in compliance with the S.A.F.E. Act procedures including FHA, VA and conventional lending. Willingness and natural desire to learn, succeed and build a successful loan portfolio. Strong analytical and problem-solving skills Advance experience in lending, underwriting, and portfolio management. Demonstrated management or leadership experience in a financial institution. Strong attention to detail. Self-motivated Ability to analyze and evaluate complex income calculations and tax returns Must be organized and detail oriented DISCLAIMER AND ACKNOWLEDGEMENT Position descriptions possess the essential functions and basic duties of the role. Peripheral tasks may have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements contained above be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Position descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. I have received a copy of the above position description and understand the role's expectations for performance. I understand that should I have questions or need additional directions, it is my responsibility to seek clarification and/or assistance from my direct supervisor.
Job Description Job Description Accurate Group, an industry leader in technology-driven appraisal management and title services to real estate finance providers nationwide, seeks a SENIOR STAFF ACCOUNTANT for their growing accounting department . This position assists with the accounting functions and processes, tax compliance, financial analysis, and accounting and operational control environment. This is an active role alongside the Accounting Manager on special projects, annual audits, and tax work. Requirements include the ability to proactively analyze business issues, research appropriate courses of action, recommend best practices to the accounting team, and implement corrective action. Responsibilities include, but are not limited to: Month end close: Monthly recurring entries and intercompany allocations Fixed assets transactions (additions, depreciation, reconciliation, roll forward) as well as maintaining current inventory Monthly excise, sales, and CAT taxes Monthly accruals and benefit allocations Prepaid amortization and reconciliation Balance sheet account reconciliations Potentially take on other entries/reporting as the role evolves Assist with annual audits T&E tracking for annual tax provision Miscellaneous projects as needed Cross Trained Tasks Accounts Payable - checks, ACH, etc. Commission Financial Close Successful candidates will have the following proven skills: Minimum of two to four years' experience in similar environment having a thorough understanding of Generally Accepted Accounting Principles (GAAP). Proficient with Microsoft Great Plains Software. Bachelor's degree in accounting is required. Extensive knowledge and experience with MS Outlook, Excel, Word, and PowerPoint, and proficient in Microsoft Great Plains . Project Management experience , specifically experience in assisting with the conversion to a new accounting system. Must be able to effectively handle multiple priorities simultaneously in a deadline driven environment. Ability to work both independently, and as a team, to achieve the goals for the organization are integral. Ability to read, analyze, and interpret financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to work with mathematical concepts and to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Job Type: Full-time/remote Salary: $70,000 to $80,000 based on experience Schedule: Monday -Friday (8-hour shifts with extended shifts as needed) Benefits: Potential for monthly bonus for yielding a higher production of reports than the required quota. MLS, license fees, continuing education, covered by company. 401K with employer matching Full medical, dental, vision, HSA, and life insurance (available day 1) Paid time off (PTO and Holiday pay) Work Authorization: Applicants must be authorized to work in the US on a full-time basis. Unfortunately, a current or future need for sponsorship is not supported or available for this position About Accurate Group: Accurate Group provides technology-driven appraisal management and title services to real estate finance providers nationwide. We combine exceptional service with innovative technology and our proprietary AccurateAuditTMcompliance foundation to provide banks, credit unions, non-bank lenders, loan services and capital markets firms with the best combination of speed, accuracy, regulatory compliance, and price. With Accurate Group, lenders and investment firms gain a strategic partner that can help them increase revenues, lower costs, get more accurate real estate portfolio valuations and improve compliance across all types of real estate loans, including mortgage originations, home equity, refinancing, default servicing and real estate portfolio valuations. Accurate Group is committed to affording equal employment opportunity to qualified individuals regardless of their race, gender, gender identity, color, sex, sexual orientation, national origin, religion, age, disability status, veteran status, or any other classification or characteristic protected by law. Accurate Group, LLC complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Amie Walker, Human Resource Generalist. To learn more about Accurate Group, visit
06/26/2026
Full time
Job Description Job Description Accurate Group, an industry leader in technology-driven appraisal management and title services to real estate finance providers nationwide, seeks a SENIOR STAFF ACCOUNTANT for their growing accounting department . This position assists with the accounting functions and processes, tax compliance, financial analysis, and accounting and operational control environment. This is an active role alongside the Accounting Manager on special projects, annual audits, and tax work. Requirements include the ability to proactively analyze business issues, research appropriate courses of action, recommend best practices to the accounting team, and implement corrective action. Responsibilities include, but are not limited to: Month end close: Monthly recurring entries and intercompany allocations Fixed assets transactions (additions, depreciation, reconciliation, roll forward) as well as maintaining current inventory Monthly excise, sales, and CAT taxes Monthly accruals and benefit allocations Prepaid amortization and reconciliation Balance sheet account reconciliations Potentially take on other entries/reporting as the role evolves Assist with annual audits T&E tracking for annual tax provision Miscellaneous projects as needed Cross Trained Tasks Accounts Payable - checks, ACH, etc. Commission Financial Close Successful candidates will have the following proven skills: Minimum of two to four years' experience in similar environment having a thorough understanding of Generally Accepted Accounting Principles (GAAP). Proficient with Microsoft Great Plains Software. Bachelor's degree in accounting is required. Extensive knowledge and experience with MS Outlook, Excel, Word, and PowerPoint, and proficient in Microsoft Great Plains . Project Management experience , specifically experience in assisting with the conversion to a new accounting system. Must be able to effectively handle multiple priorities simultaneously in a deadline driven environment. Ability to work both independently, and as a team, to achieve the goals for the organization are integral. Ability to read, analyze, and interpret financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to work with mathematical concepts and to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Job Type: Full-time/remote Salary: $70,000 to $80,000 based on experience Schedule: Monday -Friday (8-hour shifts with extended shifts as needed) Benefits: Potential for monthly bonus for yielding a higher production of reports than the required quota. MLS, license fees, continuing education, covered by company. 401K with employer matching Full medical, dental, vision, HSA, and life insurance (available day 1) Paid time off (PTO and Holiday pay) Work Authorization: Applicants must be authorized to work in the US on a full-time basis. Unfortunately, a current or future need for sponsorship is not supported or available for this position About Accurate Group: Accurate Group provides technology-driven appraisal management and title services to real estate finance providers nationwide. We combine exceptional service with innovative technology and our proprietary AccurateAuditTMcompliance foundation to provide banks, credit unions, non-bank lenders, loan services and capital markets firms with the best combination of speed, accuracy, regulatory compliance, and price. With Accurate Group, lenders and investment firms gain a strategic partner that can help them increase revenues, lower costs, get more accurate real estate portfolio valuations and improve compliance across all types of real estate loans, including mortgage originations, home equity, refinancing, default servicing and real estate portfolio valuations. Accurate Group is committed to affording equal employment opportunity to qualified individuals regardless of their race, gender, gender identity, color, sex, sexual orientation, national origin, religion, age, disability status, veteran status, or any other classification or characteristic protected by law. Accurate Group, LLC complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Amie Walker, Human Resource Generalist. To learn more about Accurate Group, visit
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Houston, Texas. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to Realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5 + years of escrow/title experience , with a strong grasp of the full closing process Licensed Escrow Officer in TX A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat. You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to Realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them everyday! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Bonus Points for Bilingual (Spanish) , or prior experience launching title ops in new markets, or JV experience Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people the autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer - be a leader , a business-builder , and a difference-maker with The Surefire Group. If this is YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Houston, Texas. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn , committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to Realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5 + years of escrow/title experience , with a strong grasp of the full closing process Licensed Escrow Officer in TX A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat. You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to Realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them everyday! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Bonus Points for Bilingual (Spanish) , or prior experience launching title ops in new markets, or JV experience Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people the autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer - be a leader , a business-builder , and a difference-maker with The Surefire Group. If this is YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Ellicott, MD. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn, committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience, with a strong grasp of the full closing process A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer, a leader, a business builder, and a difference-maker with The Surefire Group . If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in Ellicott, MD. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn, committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience, with a strong grasp of the full closing process A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them every day! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer, a leader, a business builder, and a difference-maker with The Surefire Group . If this is, YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in The Woodlands, Texas. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn, committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to Realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience, with a strong grasp of the full closing process Licensed Escrow Officer in TX A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat. You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to Realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them everyday! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Bonus Points for Bilingual (Spanish), or prior experience launching title ops in new markets, or JV experience Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people the autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer - be a leader, a business-builder, and a difference-maker with The Surefire Group. If this is YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
06/26/2026
Full time
Job Description Job Description Escrow Officer The Surefire Group Title Division Full-Time In-Office Are you ready to level up your title career with one of the fastest-growing and most dynamic companies in the industry? The Surefire Group is not your average organization - we're a nationally recognized, veteran-owned powerhouse that's been featured on the Inc. 500 list three years in a row. Our title division is building something truly special: a fast-moving, high-performance culture where entrepreneurial Escrow Officers can grow, earn, and lead. We are currently seeking a highly motivated, results-driven, and relationship-focused Escrow Officer to assist and grow our title operations in The Woodlands, Texas. This is not a 9-to-5 job - it's a mission. We're looking for someone who's hungry to earn, committed to excellence, and driven to lead from the front. What You'll Do Manage and close a pipeline of residential and commercial title transactions from open to funding Interpret and execute buyer, seller, and lender instructions with precision Order and review title commitments, clear title issues, and prepare title and escrow documents Coordinate and conduct seamless closings, including final disbursements and recordings Provide a top-tier experience for clients, agents, lenders, and partners - this role is both operations and sales Act as a trusted resource to Realtors and loan officers, supporting their growth and success Attend and engage in in-house agent events, trainings, and outreach to drive business Build and grow a loyal network of real estate professionals through proactive outreach and responsiveness Maintain compliance with all federal, state, and company regulations Who You Are A proven closer: 5+ years of escrow/title experience, with a strong grasp of the full closing process Licensed Escrow Officer in TX A relationship-builder with natural leadership skills - you inspire others to follow your lead An operational expert who can juggle files, people, and problems without missing a beat. You're not afraid and in fact, you are excited to pick up the phone and dial our list of realtors and let them know that you are the expert that can take their clients home A go-getter who thrives in a fast-paced environment and wants to grow with a company that rewards performance, not seniority Comfortable speaking to Realtors and lenders and positioning yourself as their go-to resource. Excited to be in the office with them everyday! Tech-savvy and familiar with title software systems (e.g. Qualia certification is a plus, GSuite, GMail) Detail-obsessed, deadline-driven, and relentlessly professional Must be a Notary Public Bonus Points for Bilingual (Spanish), or prior experience launching title ops in new markets, or JV experience Why Join The Surefire Group Title Division? No ceiling on your potential. We don't believe in limits - just results. Own your market. We give our people the autonomy and support to lead. Culture matters. Our team is bold, collaborative, and obsessed with winning the right way. You'll be backed by industry leaders who have scaled brokerages, mortgage firms, and title companies nationwide. We invest in you. From tools and technology to training and events, we give you what you need to succeed. This is your opportunity to be more than just an Escrow Officer - be a leader, a business-builder, and a difference-maker with The Surefire Group. If this is YOU then this is your Last job! Apply today and help us redefine what it means to work in title.
Job Description Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Senior Loan Processor opportunity with an established and reputable Credit Union. The Senior Loan Processor is responsible for the specific duties listed below. Your specific duties will include: Pre-qualifying borrowers and determining loan eligibility. Processing various loan types and interpreting DU/LPA findings. Reviewing financial, income, credit, and property documentation for accuracy and completeness. Communicating with borrowers, Loan Representatives, title companies, escrow partners, and third parties throughout the loan process. Ensuring loan files meet investor and program requirements. Ordering and reviewing appraisals. Assisting members in selecting the best loan program for their needs. Supporting Loan Representatives with approvals, denials, file management, pricing, and system-related issues. Staying current on investor guidelines, mortgage regulations, and loan products. Required qualifications for the position include: Associate's degree or equivalent experience required. Two years of related experience may substitute for each year of education. Minimum of four (4) years of FNMA/FHLMC mortgage processing or equivalent experience. Strong knowledge of mortgage processing, PMI guidelines, and industry regulations. Excellent communication, organizational, and problem-solving skills. NMLS registration with a satisfactory Federal-level background check is required. Pay Rate Range : $35.00 - $37.00/hour Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, and experience, and location. Employees have access to healthcare benefits, including medical, dental, and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy $PurchaseTransacions Company Description Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity. Company Description Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.
06/26/2026
Full time
Job Description Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Senior Loan Processor opportunity with an established and reputable Credit Union. The Senior Loan Processor is responsible for the specific duties listed below. Your specific duties will include: Pre-qualifying borrowers and determining loan eligibility. Processing various loan types and interpreting DU/LPA findings. Reviewing financial, income, credit, and property documentation for accuracy and completeness. Communicating with borrowers, Loan Representatives, title companies, escrow partners, and third parties throughout the loan process. Ensuring loan files meet investor and program requirements. Ordering and reviewing appraisals. Assisting members in selecting the best loan program for their needs. Supporting Loan Representatives with approvals, denials, file management, pricing, and system-related issues. Staying current on investor guidelines, mortgage regulations, and loan products. Required qualifications for the position include: Associate's degree or equivalent experience required. Two years of related experience may substitute for each year of education. Minimum of four (4) years of FNMA/FHLMC mortgage processing or equivalent experience. Strong knowledge of mortgage processing, PMI guidelines, and industry regulations. Excellent communication, organizational, and problem-solving skills. NMLS registration with a satisfactory Federal-level background check is required. Pay Rate Range : $35.00 - $37.00/hour Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, and experience, and location. Employees have access to healthcare benefits, including medical, dental, and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy $PurchaseTransacions Company Description Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity. Company Description Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.