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Come Join the Rushmore Team! Whether you are interested in correspondent origination and sale of mortgages, mortgage servicing operations, real estate management of REO assets, or various corporate positions to support our growing business, Rushmore may just have the position youve been waiting for. Browse our openings and contact us today to learn about career opportunities offering competitive salaries and comprehensive benefit packages.

POSITION SUMMARY:

The Loan Research Specialist is responsible for processing tasks, preparing correspondence, and fulfilling customer needs to ensure customer satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES:


  • Process requests received from borrowers and third party (through phone and correspondence), responding to them accordingly within the departmental guidelines and procedures


  • Mentor subordinate associates to ensure adherence to pre-established procedures and guidelines to perform the functions of the job


  • Update MSP to document the status of all outstanding correspondence received from borrowers and third parties


  • Research and correct Credit Bureau inquiries


  • Investigate and research more difficult transactions to include interface with other departments to resolve problems/issues


  • Perform quality control checks on outgoing customer correspondence


  • Process refund checks


  • Perform all related balancing and record keeping functions relative to payment


  • Perform other duties or projects are assigned by manager


ESSENTIAL KNOWLEDGE & SKILLS:


  • Customer service, team and goal oriented with a positive attitude towards work and others.


  • Ability to work in a high volume and time sensitive environment.


  • Excellent written and verbal communication skills are needed to interact with internal staff and external customers.


  • Strong organization and follow-up skills ability to effectively multi-task and prioritize workflow in a high-volume environment ability to work well independently, as well as, part of a team to achieve department/group goals.


  • Well versed with regulatory and investor guidelines and keeps current with all Federal, State, industry specific and departmental policies.


EDUCATION AND/OR EXPERIENCE:


  • High School Diploma required


  • Bachelors Degree preferred


  • Three plus years of experience in mortgage loan servicing or in a related area


  • Has complete knowledge of commonly used terminology, concepts, practices, and procedures within the mortgage industry


MACHINES, OFFICE EQUIPMENT & SOFTWARE:


  • Intermediate working knowledge of the Alltel Servicing system is required


  • Proficient in Microsoft Office applications


ID: 2019-2832

FLSA Status: Non-Exempt

External Company Name: Rushmore Loan Management Services

External Company URL: rushmorelm.com

Street: 1755 Wittington Place, Ste. 400


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Job Description


 NOVA Home Loans is hiring a Loan Servicing Specialist!


This position will be responsible for all aspects of interim loan servicing; responsibilities include loan servicing and sub-servicer monitoring, loan servicing compliance, and regulatory-related quality assurance. 


The Loan Servicing Specialist will also have the responsibilities for all borrower related issues and escrow accounts, escrow analysis and reporting, distributing funds as needed, and communications with borrowers, investors, other company departments and outside vendors regarding such issues.


Who We Are:


NOVA Home Loans has served the needs of homeowners and home buyers since 1980. We believe in the American dream of home ownership, and we’re committed to providing an efficient and friendly home loan experience to each of our clients. We deliver home-grown customer service that goes above and beyond what an ordinary mortgage lender can provide.


Nova Home Loans is committed to offering a program that meets our employees’ needs for health and wellness, peace of mind, and financial security; and provides a comprehensive benefits package to full time employees.


Minimum Qualifications:



  • Must have a high school diploma or GED;

  • One (1) to three (3) years’ experience of compliance experience in banking/financial institutes, loan fulfillment, compliance, or lending operations; or any equivalent combination of education, experience and/or training. 

  • Prior interim servicing or loan level accounting experience; servicing rules related to servicing GSE, Fannie Mae and Freddie Mac and Ginnie Mae loans preferred, not required.

  • Previous experience working in a highly centralized environment across multiple loan products preferred, not required.


Examples of Duties:



  • Responding to all inquiries relating to loan payments, interest paid and other general payment questions.

  • Responsible for providing prompt and accurate responses to both internal and external customer mortgage servicing questions, inquires and concerns, received by telephone and email.

  • Prepare all requested documentation and board the loan to the sub servicer.

  • Follow-up on all outstanding loan servicing issues in a timely manner, either by phone, email or in writing.

  • Review delinquent accounts, collect overdue payments and document borrower collection efforts.

  • Follow company collection policies, including submitting overdue account to outside collections agency when required.

  • Produce monthly billing statement using the interim loan servicing module in the accounting system, review all statements for accuracy and mail statements to borrowers.

  • Produce pay-off and/or payment history when requested by borrowers or employees.

  • Collect all loan service related payments, including monthly mortgage payments, title checks and other miscellaneous deposits.  Endorse pass-through checks and send to investors.  Research and make sure any principal reduction is correct.

  • Manage escrow requirements on loans held for investment (LHFI) and real estate owned, making sure that the company is not exposed to potential risk as a result of delinquent taxes and/or insurance.

  • Maintain accurate escrow information on all loans serviced, including LHFI and loans held for sale (LHFS) during the interim servicing period.

  • Provide payoff statements and issue monthly statements to borrowers on loans serviced internally both for LHFI and LHFS.

  • Research and make payments for property taxes, mortgage insurance and home owners insurance when required.  Update borrowers’ accounts accordingly.

  • Complete, review and reconcile purchase advises daily, including contacting investors for discrepancies discovered, reviewing transfer letters and loss-payee letters.

  • Participate in producing annual 1098 forms and reviewing/distributions of such.

  • Assist with internal and external audits.

  • Other duties as assigned.


Knowledge, Skills, and Abilities:



  • Knowledge of general banking operations to include loan processing, collateral, insurance and related loan-specific requirements.

  • Ability to analyze and provide guidance, make recommendations, and/or escalates the issues to appropriate level of management.

  • Knowledge of Mortgage industry related and local, state and federal lending and quality control and compliance laws, regulations and issues related to servicing mortgage loans.

  • Proficiency in MS Excel and MS Word.

  • Knowledge of mortgage accounting software.

  • Ability to interact professionally with borrowers, internal departments and branches, vendors, investors and other stakeholders.

  • Ability to work independently and responsibly with little supervision and instruction, but also work well in a team-oriented environment.

  • Strong verbal and written communication skills.

  • Ability to handle conflict.

  • Ability to adapt to a changing environment.


NOVA Home Loans is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law. NOVA Home Loans is a background screening, credit check and E-Verify workplace.



 


 


 



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Job Description


 


Title: Specialist 1


Duration: 10 Months Contract


Location: Brooklyn, OH 44144


 


Description


Under direct supervision, the Specialist is primarily focused on execution of basic processing work following defined procedures. The Specialist is also responsible for routine operational and/or administrative work and escalates any issues.


Working within a team of Loan Payment processing associates, this position is responsible for reviewing and processing consumer and commercial loan payments as well as processing recovery payments received on loan and charged off loan accounts originated by Key's Community Bank. Also responsible for processing initial funding on consumer loans and lines of credit. Position is expected to adhere to Corporate Credit Policy procedures, loan regulatory requirements and Consumer/Privacy laws. Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.


 


Essential Job Functions:


• Process accurate and timely loan payments and payoffs on accounts housed on the ALS, CLS loan systems.


• Process accurate and timely recovery payments housed on the CAS and AFS recovery systems.


• Process new loan fundings with strict adherence to proper procedures and segregation of duties.


• Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a


timely manner.


• Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity.


• Take appropriate action to address issues.


• Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and


resolution of the problem effectively and timely.


• Actively seek opportunities to improve process efficiency, quality and the client experience. Communicate ideas appropriately to


effect real change.


• Provide world class customer service to internal and external customers through total adherence to the Key Values and Key


Difference concepts


• Identify major and minor issues/problems and communicate to appropriate management


• Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.


• Actively pursue development of self to better support team and future advancement.


• This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending,


mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties


• Administers defined procedures, analyses, tasks and report preparation while receiving explicit instructions for filing, recording,


processing, servicing, recording, and/or organization of documentation associated with a product or process


• May assist in reviewing or ensuring proper documentation or procedures are used for basic activities


• Performs basic routine tasks assigned by manager. May provide service in relation routine billing inquiries, service requests,


suggestions and complaints from customers


• Completes work by following clear defined procedures


• Other duties as assigned


 


Skill/Experience/Education


Mandatory


• Works well with others in a fully developed team environment


• Open minded and adaptable to new ideas in a changing environment


• Exceptional attention to detail.


• Ability to work under pressure and meet deadlines


• Proficient in Microsoft Office applications


• Proficient in 10-Key, able to perform with a high degree of speed and accuracy.


• Proven ability to handle monetary/ processing functions independently


• Proven ability to handle high transaction volumes accurately and meet production goals


 


Company Description

About BCforward
BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers’ needs into a full-service personnel solutions organization. BCforward’s headquarters are in Indianapolis, Indiana and also operates delivery centers in 17 locations in North America as well as Hyderabad, India and Puerto Rico. We are currently the largest consulting firm and largest MBE certified firm headquartered in Indiana. With 14+ years of uninterrupted growth, the addition of two brands (Stafforward and PMforward) and a team of more than 1400 resources our teams deliver services for multiple industries from both public and private sectors. BCforward’s team of dedicated staffing professionals has placed thousands of talented people over the past decade, with retention rates that are consistently higher than the industry average.

www.bcforward.com


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Loan Specialist (Agricultural)

Department of Agriculture

Farm Service Agency

Overview

  • ##### Open & closing dates

11/18/2019 to 12/04/2019

  • ##### Service

Competitive

  • ##### Pay scale & grade

GS 9 - 11

  • ##### Salary

$51,440 to $80,912 per year

  • ##### Appointment type

Permanent

  • ##### Work schedule

Full-Time

Location

1 vacancy in the following location:

-

Ashland, WI

Relocation expenses reimbursed

Yes Recruitment and/or relocation incentives may be authorized.

Telework eligible

Yes as determined by agency policy

- Duties

Summary

This position is located in the Farm Service Agency, Wisconsin StateOffice, Ashland, Wisconsin.

This position assists the Farm Loan Manager in administering farmloan programs in a USDA Service Center serving one or more Counties.

Learn more about this agency

Responsibilities


  • Making, servicing, and supervising loans;

  • Providing technical advice, guidance, and credit counseling toloan applicants and borrowers;

  • Has delegated loan approval authority to approve loans within aspecific limit;

  • Has knowledge of agency farm loan programs and eligibilityrequirements;

  • Has knowledge of the technicalities of farm financing andcredit, financial management concepts and practices, and farmoperations.

  • Has knowledge of land use and value, production and marketing ofvarious crops and livestock, and prices and markets in theserviced farming areas.

Travel Required

25% or less - You may be expected to travel for this position.

Supervisory status

No

Promotion Potential

11

  • #### Job family (Series)

1165 Loan Specialist

- Requirements

Conditions of Employment


  • You must be a U.S. Citizen or National.

  • Males born after 12/31/59 must be Selective Service registeredor exempt.

  • Satisfactory background investigation and/or fingerprint check.

  • Successful completion of a one-year probationary or trialperiod.

  • Direct Deposit: Per Public Law 104-134 all Federal employees arerequired to have federal payments made by direct deposit totheir financial institution.

  • Successfully pass the E-Verify employment verification check. Tolearn more about E-Verify, including your rights andresponsibilities, visit https://www.e-verify.gov/.

Qualifications

Applicants must meet all qualifications and eligibility requirementsby the closing date 12/04/2019 of the announcement includingtime-in-grade restrictions, specialized experience and/or education,as defined below.

Time-in-grade: Applicants must meet one year at the next lowergrade level to be considered for the next higher grade (i.e., oneyear at the GS-7 grade level for consideration at the GS-09 gradelevel).

For the GS-9 level:


  • Two full academic years of progressively higher level graduateeducation or masters or equivalent graduate degree from anaccredited college or university with a major field of study infinance, business administration, economics, accounting,engineering, mathematics, banking and credit, law, statistics,or other fields related to the position, such as agriculture,agricultural economics, farm, livestock or ranch management, orrural sociology; OR

  • Applicants must have one year of specialized experienceequivalent in difficulty and responsibility to the GS-7 level inthe Federal service or private sector equivalent. Experiencethat demonstrates competence in agricultural loans. Experiencemay have been gained in such work as reviewing and passing uponapplications for agricultural loans; servicing an agriculturalloan portfolio of a bank or other loan association; or similarwork. Experience that demonstrates knowledge of creditprinciples and practices to assess the fundamental soundness ofindividual loans by independently examining applications,supporting documents, and credit reports, and maintainingservicing activities on small agricultural loans. In addition,experience must demonstrate knowledge and understanding of farmoperations, land use and value, production of various crops andlivestock, and prices and markets in the farming area whereloans are made and serviced; OR

  • A combination of education and experience as listed above.

For the GS-11 level: Three full academic years of progressivelyhigher level graduate education or Ph.D., or equivalent doctoraldegree from an accredited college or university with a major fieldof study in finance, business administration, economics, accounting,engineering, mathematics, banking and credit, law, statistics, orother fields related to the position, such as agriculture,agricultural economics, farm, livestock or ranch management, orrural sociology; OR Applicant must have one year of specializedexperience equivalent in difficulty and responsibility to the GS-9level in the Federal service or private sector equivalent.Experience that demonstrates competence in agricultural loans.Experience may have been gained in such work as reviewing andpassing upon applications for a limited number and variety ofagricultural operations (i.e., single owner, single enterpriseoperation, farm equipment and machinery, etc.), or servicing anagricultural loan portfolio of a bank or other loan association. Inaddition, experience must demonstrate knowledge and understanding ofthe technicalities of farm financing and credit, and a generalworking knowledge of farm operations, land use and value, productionof various crops and livestock, and prices and markets in thefarming area where loans are made and serviced; OR A combination ofeducation and experience as listed above.

MANDATORY SELECTIVE PLACEMENT FACTOR: Must currently possessLoan Approval Authority with the Farm Service Agency.

For more information on the qualifications for this position, clickhere:http://www.opm.gov/qualifications/Standards/group-stds/gs-admin.asp.

Experience refers to paid and unpaid experience, including volunteerwork done through National Service programs (e.g., Peace Corps,AmeriCorps) and other organizations (e.g., professional;philanthropic; religious; spiritual; community, student, social).Volunteer work helps build critical competencies and can providevaluable training and experience that translates directly to paidemployment. You will receive credit for all qualifying experience,including volunteer experience.

Education

College Transcript: If you are qualifying based on education,submit a copy of your college transcript that lists college coursesdetailing each course by the number and department (i.e., bio 101,math 210, etc.), course title, number of credit hours and gradeearned. You must submit with your application package evidence thatany education completed in a foreign institution was appropriatelyaccredited by an accredited body recognized by the Secretary of theU.S. Department of Education as equivalent to U.S. Educationstandards. You may submit an unofficial copy of the transcript atthe initial phase of the application process; however, if selected,you will be required to submit official transcripts prior toentering on duty. Please refer to the "How to Apply" section forinstructions on submitting the transcript.

Additional information


  • Career Transition Assistance Plan (CTAP), Reemployment PriorityList (RPL): Visit the OPM website for information on how toapply as a CTAP/RPL eligible. To exercise selection priority forthis vacancy, CTAP/RPL candidates must meet the basiceligibility requirements and all selective factors. CTAPcandidates must be rated and determined to be well qualified (orabove) based on an evaluation of the competencies listed in theHow You Will Be Evaluated section. When assessed through ascore-based category rating method, CTAP applicants must receivea rating of at least 85 out of a possible 100.

  • Farm Service Agency (FSA) County Employees: Permanent Countyemployees without prior Federal tenure who are selected for aCivil Service position under Public Law 105-277 will be given acareer-conditional appointment and must serve a 1-yearprobationary period.

How You Will Be Evaluated

You will be evaluated for this job based on how well you meet thequalifications above.

You will be evaluated based on your qualifications for this positionas evidenced by the experience, education, and training youdescribed in your application package, as well as the responses tothe Assessment Questionnaire to determine the degree to which youpossess the knowledge, skills, abilities and competencies listedbelow: Your application, including the online AssessmentQuestionnaire, will be reviewed to determine if you meet (a) minimumqualification requirements and (b) the resume supports the answersprovided to the job-specific questions. Your resume must clearlysupport your responses to all the questions addressing experienceand education relevant to this position. Applicants who meet theminimum qualification requirements and are determined to be amongthe best qualified candidates will be referred to the hiring managerfor consideration. Noncompetitive candidates and applicants undersome special hiring authorities need only meet minimumqualifications to be referred.

- - Customer Service- Oral Communication- Problem Solving- Reasoning- Technical Competence

Note: If after reviewing your resume and/or supportingdocumentation, a determination is made that you have inflated yourqualifications and or experience, your score may be adjusted to moreaccurately reflect your abilities, or you may be found ineligible.Please follow all instructions carefully. Errors or omissions mayaffect your rating. Providing inaccurate information on Federaldocuments could be grounds for non-selection or disciplinary actionup to including removal from the Federal service.

Clicking the link below will present a preview of the applicationform; i.e. the online questionnaire. The application form link belowwill only provide a preview and does not initiate the applicationprocess. To initiate the online application process, click the"Apply" button to the right.

To view the application form, visit:https://apply.usastaffing.gov/ViewQuestionnaire/10653613

Background checks and security clearance

Security clearance

Other

Drug test required

No

Position sensitivity and risk

Moderate Risk (MR)

Trust determination process

Suitability/Fitness

- Required Documents

The following documents are required for your applicant package tobe complete. Our office cannot be responsible for incompatiblesoftware, your system failure, etc. Encrypted documents will not beaccepted. Failure to submit required, legible documents may resultin loss of consideration.


  • Resume that includes: 1) personal information such as name,address, contact information; 2) education; 3) detailed workexperience related to this position as described in the majorduties including work schedule, hours worked per week, dates ofemployment; title, series, grade (if applicable); 4) otherqualifications.

  • If education is required or being used to qualify, you mustsubmit a copy of your college transcripts. An unofficial copy issufficient with the application if it includes your name and thenecessary course information; however, if you are selected,official transcripts will be required prior to entering on duty.Education must have been successfully obtained from anaccredited school, college or university. If any education wascompleted at a foreign institute, you must submit with yourapplication evidence that the institute was appropriatelyaccredited by an accrediting body recognized by the U.S.Department of Education as equivalent to U.S. educationstandards. There are private organizations that specialize inthis evaluation and a fee is normally associated with thisservice. For a list of private organizations that evaluateeducation, visit the NACES website. All transcripts must be inEnglish or include an English translation.

  • Current Federal employees:

  • Most recent non-award Notification of Personnel Action(SF-50) showing you are/were in the competitive service,highest grade held (or promotion potential) on a permanentbasis, position title, series and grade AND

  • Most recent performance appraisal (dated within 18months) showing the official rating of record, signed by asupervisor, or statement why the performance appraisal isunavailable. A performance plan is not an acceptablesubstitute.

  • Current permanent FSA County employees MUST submit your mostrecent non-award Notification of Personnel Action (SF-50)showing your highest grade (or promotion potential) held on apermanent basis, position title, series and grade AND mostrecent performance appraisal (dated within 18 months) per above.

  • Surplus or displaced employees eligible for CTAP, RPL prioritymust provide: proof of eligibility (RIF separation notice,notice of proposed removal for declining a transfer of functionor directed reassignment to another commuting area, notice ofdisability annuity termination), SF-50 documenting separation(as applicable), and your most recent SF-50 noting position,grade level, and duty location with your application per 5CFR 330.

If you are relying on your education to meet qualification requirements:

Education must be accredited by an accrediting institutionrecognized by the U.S. Department of Education in order for it to becredited towards qualifications. Therefore, provide only theattendance and/or degrees from schools accredited by accreditinginstitutions recognized by the U.S. Department of Education.

Failure to provide all of the required information as stated in thisvacancy announcement may result in an ineligible rating or mayaffect the overall rating.

- Benefits

A career with the U.S. Government provides employees with acomprehensive benefits package. As a federal employee, you and yourfamily will have access to a range of benefits that are designed tomake your federal career very rewarding. Learn more about federalbenefits.

Eligibility for benefits depends on the type of position you holdand whether your position is full-time, part-time, or intermittent.Contact the hiring agency for more information on the specificbenefits offered.

- How to Apply

Please read the entire announcement and all instructions before youbegin. You must complete this application process and submit allrequired documents electronically by 11:59 p.m. Eastern Time (ET) onthe closing date of this announcement.

Applying online is highly encouraged. We are available to assist youduring business hours (normally 8:00 a.m. - 4:00 p.m., Monday -Friday). If applying online poses a hardship, contact the AgencyContact listed below well before the closing date for an alternatemethod. All hardship application packages must be complete andsubmitted no later than noon ET on the closing date of theannouncement to be entered into the system prior to its closing.

This agency provides reasonable accommodation to applicants withdisabilities on a case-by-case basis; contact the Agency Contact torequest this.

To begin, click "Apply" and follow the instructions to complete theAssessment Questionnaire and attach your resume and all requireddocuments.

NOTE: If a document is resubmitted, it replaces the previoussubmission, which means the previous document is no longer availableto the Human Resources Office. If you are adding to, rather thanreplacing a previous submission, you must upload both the olddocument and the new document. You must verify that uploadeddocuments from USAJOB's transfer into the Agency's staffing systemas there is a limitation to the number of documents that can betransferred. However, once in the Agency's staffing system, you willhave the opportunity to upload additional documents. Applicants maycombine all like required documents (e.g. SF-50's or veteran docs)into one or more files and scan for uploading into the application.Each file must not exceed 3MB. Grouping like documents into fileswill simplify the application process. Documents must be in one ofthe following formats: GIF, JPEG, JPG, PDF, PNG, RTF, or Word (DOCor DOCX). Uploaded documents may not require a password, digitalsignature, or other encryption to open.

Agency contact information

Gail Nichols-Barton

Phone

816-926-6543

Email

gail.nicholsbarton@usda.gov

Address

Farm Service Agency1400 Independence Ave SWWashington, DC 20250US

Learn more about this agency

Next steps

Your application will be reviewed to verify that you meet theeligibility and qualification requirements for the position prior toissuing referral lists to the selecting official. If furtherevaluation or interviews are required, you will be contacted. Log into your USAJOBS account to check your application status.

Multiple positions may be filled from this announcement.

- Fair & Transparent

The Federal hiring process is setup to be fair and transparent.Please read the following guidance.

Equal Employment Opportunity Policy

The United States Government does not discriminate in employment onthe basis of race, color, religion, sex (including pregnancy andgender identity), national origin, political affiliation, sexualorientation, marital status, disability, genetic information, age,membership in an employee organization, retaliation, parentalstatus, military service, or other non-merit factor.

  • Equal Employment Opportunity (EEO) for federal employees & jobapplicants

Reasonable Accommodation Policy

Federal agencies must provide reasonable accommodation to applicantswith disabilities where appropriate. Applicants requiring reasonableaccommodation for any part of the application process should followthe instructions in the job opportunity announcement. For any partof the remaining hiring process, applicants should contact thehiring agency directly. Determinations on requests for reasonableaccommodation will be made on a case-by-case basis.

A reasonable accommodation is any change to a job, the workenvironment, or the way things are usually done that enables anindividual with a disability to apply for a job, perform job dutiesor receive equal access to job benefits.

Under the Rehabilitation Act of 1973, federal agencies must providereasonable accommodations when:


  • An applicant with a disability needs an accommodation to have anequal opportunity to apply for a job.

  • An employee with a disability needs an accommodation to performthe essential job duties or to gain access to the workplace.

  • An employee with a disability needs an accommodation to receiveequal access to benefits, such as details, training, andoffice-sponsored events.

You can request a reasonable accommodation at any time during theapplication or hiring process or while on the job. Requests areconsidered on a case-by-case basis.

Learn more about disability employment and reasonable accommodationsor how to contact an agency.

Legal and regulatory guidance


  • Financial suitability

  • Social security number request

  • Privacy Act

  • Signature and false statements

  • Selective Service

  • New employee probationary period

This job originated on www.usajobs.gov. For the full announcement and toapply, visit www.usajobs.gov/GetJob/ViewDetails/552023300. Only resumessubmitted according to the instructions on the job announcement listedat www.usajobs.gov will be considered.


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Job Description


Position: Compliance Support Specialist Location – Salina KS Position Type – Full Time


The Bennington State Bank is seeking a Compliance Support Specialist with a focus on Loan and BSA Compliance, working under the direction of the Chief Risk Officer to perform various quality control reviews, reporting and monitoring related to lending compliance for regulations such as BSA, TILA, RESPA, HMDA reportable and or CRA reportable loans.



The Lending Compliance Support Specialist, must be willing to perform a variety of duties independently. Assist staff with the management of regulatory forms, training and or applying a working knowledge of the regulation lending situations. Perform quality assurance review as directed by the institutions risk assessment tools utilizing software and or ad-hoc investigation methods and creating formal audit reporting to management and the Board of Directors.



A successful candidate should possess a minimum of 3 to 5 years’ experience in the banking industry and have existing knowledge of lending compliance. Preferred - Bachelor’s or Associate’s degree, Business, Finance, Accounting or commensurate loan operations/lending experience. Willing to train and develop the right candidate.



This role must possess strong communication skills both written and verbal, maintain a high level of attention to detail, desire to research and resolve inquiries and successfully meet time sensitive deadlines with accurate results.



Must be able to demonstrate the following experience



  • Ability to work independently and maintain sensitive and confidential information.

  • Ability to establish and maintain harmonious working relationships with co-workers and other business units

  • Ability to collect, analyze, and summarize data and to assimilate into a useful and understandable format for others.

  • Recommending modifications to bank policies and procedures to achieve compliance to address identified risk, maintain compliance with amendments and or new regulations.

  • Performing and monitoring compliance activities throughout the bank.

  • Keep informed of regulatory changes and updates by reading bulletins, circulars, and other pronouncements from CFPB, OCC, Federal Reserve, FDIC, and State Regulatory agencies.

  • Disseminating appropriate regulatory information to affected bank personnel, to include helpful guides and aids to assist in the understanding of the act and locating and sharing efficient ways to achieve compliance.

  • Assisting in the development and maintenance of compliance programs by maintaining files, training necessary bank staff, assisting in relevant internal audits and follow-up of those audits.

  • Uses independent judgement to analyze loan applications, denials and loan documents to determine if a loan meets regulatory guidelines to qualify as a HMDA and or CRA.

  • Monitors application/loan information captured by the business unit to ensure it has been accurately recorded no less than 30 days after decision or consummation and in accordance with HMDA rules.

  • Reconciles HMDA entries, performs data point testing, and periodically submits the LAR for internal audit prior to annual submission to CFPB.

  • Maintains information on all loans, projects, and activities that qualify for CRA credit.

  • Ensures the CRA public file is updated no less than quarterly for the main office and all branches.

  • Conducts periodic monitoring for compliance with various lending regulations.

  • Effective oral, written, and interpersonal communication skills.

  • Ability to handle multiple tasks and projects simultaneously.

  • Willingness to travel to various work site locations or departments

  • Proficiency in MS Office -Word &Excel.



The Bennington State Bank is an Equal Opportunity Employer


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability, or any other basis protected by applicable law. BSB promotes an equal employment opportunity workplace, which includes reasonable accommodation of otherwise qualified disabled applicants and employees. EOE. Interested applicants can send resumes to syoung@bsbks.com; BSB 2130 S. Ohio, Salina KS 67401



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job summary:
Why work for Randstad? We have been consistently recognized as one of the "Best Places to Work" - and with good reason. We're a company of experts with a clear dedication to those we serve. We take the time to build relationships with clients and candidates so we can truly understand what they need - and how we can help them succeed. Our people drive our business.

My client is currently looking to hire a Loan Specialist to work in the leasing operations group. This is a 4 month contract opportunity that has the potential to be extended.

GENERAL SUMMARY:

Responsible for verifying, processing, and documenting information relating to all aspects of standard and non-standard collateral and loan documentation to ensure completeness and accuracy.

Some experience in banking or bank leasing is required.

 
location: Portland, Oregon
job type: Contract
work hours: 8 to 5
education: High School
experience: 2 Years
 
responsibilities:

  • Responsible for performing a variety of technical, specialized and complex functions within leasing operations to ensure accurate and efficient operations such as preparation of client and end user documentation, closing and funding transactions, managing and monitoring client operating agreements, accounting, servicing, and management of file review and document retention.

  • Responsible for verifying, processing, and documenting information relating to all aspects of standard and non-standard collateral and loan documentation to ensure completeness and accuracy.

  • Accomplishes tasks within designated time frame and provides high quality customer service by responding to customer inquiries, requests and problems.

  • Researches and resolves problems and errors with accounts.

  • Review and prepare various documents, policies, and files relating to leasing to make sure the files are complete, the accounts are in compliance with all internal and external requirements and accounts are set-up accurately.

  • Initiates communication with customers/clients, staff, brokers, counsel, title companies, etc. to obtain needed documents. Documentation may include credit agreements, lease and loan documents, invoices, organizational structure, etc., necessary to complete the file and ensure compliance with internal and regulatory requirements.

  • Provides a high level of service to customers, ensuring all needs are met. This may require researching and resolving problems independently, remedying operational issues, and teaming with others across the organization.

  • Maintains loan files including loan documentation, insurance endorsements and negotiable securities or instruments that collateralize the loan.

  • Disburses funds, enters closing information into the loan/lease system and prepares final packages. Arranges for the delivery and coordination of the entire loan/lease package from closing to funding within designated time frames.

  • Establishes records, logs and files for the assigned area and prepares the necessary documentation to set up accounts.

  • Processes transactions and account information, researches exceptions, makes corrections and performs necessary calculations to complete processing.

  • Calculates fees, payment changes, adjustments, payoffs, etc. according to policy and procedure and provides this information to requesting customer/client/relationship manager.

  • Researches, analyzes and corrects operational, technical and or accounting exceptions on assigned accounts.

  • Responds to customer inquiries, resolves problems and follows-up to ensure quality customer service and satisfaction.

  • Prepares and balances various accounts and reports for the assigned area.

  • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

 
qualifications:
  • High School Diploma/GED required

  • Clerical - Lease/Loan knowledge

  • UCC knowledge desired

  • Solid computer skills including MS Office Suite

  • Ability to work in a fast paced, team environment a must

Click to Apply

 
skills: Loan Processing
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.


See full job description

Under general supervision, the Pre-Closing Loan Review Specialist I is responsible for verifying the accuracy and totality of loan documentation prior to releasing the documents for loan closing. Requires a thorough knowledge of and experience in loan documentation, with heavy emphasis on real estate loans. Determines the necessary follow up in order to ensure completeness and accuracy of the file.

ESSENTIAL DUTIES AND RESPONSIBILITIES


  1. Reviews all relevant information and documentation necessary to ensure the loan file is complete before closing. This includes but is not limited to ensuring the following documentation is included in the file: real estate title information, flood certificates, appraisals, surveys, lien searches, and appropriate borrowing entity documents. This duty is performed daily, about 60% of the time.


  2. Documents the necessary information and/or documentation needed for any incomplete files found and documenting discrepancies that do not fall within the banks loan guidelines or the loan approval. This duty is performed daily, about 25% of the time.


  3. Completes a wide variety of word processing and spreadsheet tasks including loan correspondence, internal memorandums, internal reports, forms, and tables. This duty is performed daily, about 5% of the time.


  4. May also serve as a back-up and be cross-trained for the procedures of Post-Closing Loan Review. This duty is performed as needed, about 10% of the time.


  5. Maintains regular and reliable attendance, punctuality, and personal appearance. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations and laws (including BSA/AML).


  6. Perform any other related duties as required or assigned.


EDUCATION AND EXPERIENCE: High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 3 years related experience and/or training, or equivalent combination of education and experience.

USE OF MACHINES, EQUIPMENT AND/OR COMPUTERS: Regular use of complex machines and equipment (desktop/laptop computer and software, road and production machines and equipment, driver's license/cdl, etc.)

PHYSICAL ACTIVITIES: The following physical activities 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 and expectations. Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, talk or hear; frequently required to reach with hands and arms; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law.

Great Southern Bank is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. You may request accommodations by phone at 1-800-749-7113 or by email at HumanResources-employment@greatsouthernbank.com.


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Job Description


We are seeking a Loan Assistant / Document Specialist to be come a part of our team! 


Looking for a candidate with 5 or more years experience in banking and loan processing.  Working one on one with customers, title companies and bankers.  Have working knowledge of loan documents and their meaning. Experience with LaserPro, Onboard and Jack Henry systems.  Have loan closing experience and knowledge of bank regulations.


Position is full time Monday thru Friday 8:00 a.m. to 5:00 p.m.  Higher compensation based on greater experience.



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Overview and Responsibilities

As a Consumer Loan Specialist, you wil be involved in an on-the-job training program to enhance skills and encourage internal advancement. Primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. Keys to success include a professional demeanor, outgoing/positive attitude, reliable and excellent oral and written communication skills. Typical base pay for a Consumer Loan Specialist is $25,500 to $27,000 with an uncapped monthly bonus opportunity. Job responsibilities are as follows:


  • Actively identifies opportunities to originate new loan business with new and existing customers


  • Evaluates customer needs to recommend the best consumer loan and voluntary product solutions


  • Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants


  • Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing


  • Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans


  • Closes loans, assembles loan folders, and breaks down files


  • Consistently meets or exceeds loan goals


  • Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio


  • Applies analytical skills to quickly and efficiently resolve any customer issues


  • Processes insurance claims, follow-ups and payments daily and maintains insurance log according to state requirements


  • Provides excellent customer care through daily transactions, customer inquiries and problem resolution


  • Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance


  • Answers incoming phone calls; checks branchs voicemail


  • Assists Branch Manager with miscellaneous operational tasks such as daily initialization, preparing daily deposit and importing live checks


  • Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance


Qualifications


  • High school diploma or equivalent


  • Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based)


  • Creative problem solving, analytical decision making, organization and time management skills


  • Professional demeanor, positive attitude, strong communication and customer relations skills; This position requires frequent interaction with our customers.


  • Ability to work in a high-performing, fast-paced, goal-oriented, team environment


  • Must be able to manage multiple priorities while being detail oriented


  • Basic computer skills and familiarity with Windows & Microsoft Office


  • Valid driver's license and reliable transportation are required


  • Must meet our acceptable standards for criminal background history, credit history and driving history and pass a pre-employment drug screen.


  • Must be able to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the states department of insurance.


Benefits

We offer a competitive compensation and benefits package including:


  • Health/Dental/Vision


  • Paid Vacation


  • 401 (K) and employer match


  • Company provided Life Insurance & Long Term Disability


Additional benefits with Republic include:


  • Regular drawings for sports tickets


  • Employee of the Month Program


  • Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society


  • Professional offices with a friendly team environment


Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.

Job ID2019-3699

Address880 Fording Island Rd, Unit 10

CityBluffton

StateSC


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Loan Servicing Specialist 3posted:Wednesday, September 18, 2019

Location

Billings, Montana

Industry

Other (Office and Administrative Support Occupations)

Job Type

Temporary

Working Hours

8:00 AM - 5:00 PM

Salary

US$ 12.00 - US$ 14.00 per hour

Ref. Number

S_48471

Contact

Book, Jessica, Spherion

Phone

406-655-9200

Job Description

*This position requires someone with a keen attention detail, ability to juggle multiple tasks at once, and work in a distracting environment. The standard hours are 8:30-5pm. Overtime may be required to complete all the daily work, this overtime could result in staying until 7:30pm or later.

10 key accuracy is a must!!

Responsible for ordering loan disbursements and payoffs. Functions include: assisting in monitoring loan draw requests; processing loan disbursements, payoffs and demands; completing disbursement audits; providing rate quotes; preparing loan reconciliations; researching and compiling data for management reports; performing modifications and renewals. Within the commercial business is responsible for complex payment processing, ground rents, cash managed loans, and complex tax transactions. May provide work direction and training to other loan servicing team members.: 1+ years experience in customer service, loan administration, collections, or sales environment.

Responsibilities:

Will be inputting data for the loan department

Working hours: 8:00 AM - 5:00 PM

Skills:

Attention to detail

10 key accuracy a must

Education:

High School

Experience:

1-4 years

Qualifications:

Able to pass a background

high school diploma

close attention to detail

Please contact Spherion at 406-655-9200

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.


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Job Description


Who we are


Shellpoint Mortgage Servicing (SMS) is America's 8th-largest third-party mortgage servicing company. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms); on their behalf, we manage (or "service") their loan portfolios: We collect homeowners' mortgage payments, pay homeowners' tax and insurance bills, and help homeowners in default to get current.


Summary: 
 
The Loan Servicing Specialist is responsible for supporting the Special Servicing Division by researching and resolving customer disputes, complaints, and inquiries. They will also provide account maintenance and administrative support, responding to written correspondence, and allowing other areas of the division to focus on recovery efforts.
 
Responsibilities:



  • Review and address emails from other members of the Special Servicing Division, process changes and account updates.

  • Review and address emails and faxes from borrowers and attorneys, make the appropriate updates/indexing to accounts.

  • Retrieve faxes from MERS and process legal documents/update lien information.

  • Pull tasks from the Loan Servicing Share Point site and process requests/update accounts.

  • Set up ACH plans when authorization forms are received.

  • Mail sorting/ processing/ distribution.

  • Research and respond in writing  to non-mortgage disputes/ complaints/validation of debt/ACDV's

  • Research and respond in writing  to qualified written requests (according to RESPA), for Mortgage accounts

  • Retrieve and record voicemails

  • Maintain knowledge of escrow and be able to assist Collectors/CS agents with questions regarding escrow.

  • Assist with inbound and collection calls when needed.


Qualifications/Skills: 



  • Advanced understanding of Mortgage and Consumer finance a plus

  • Intermediate knowledge of MS Word, MS Excel, and MS Access needed

  • Familiarity with ILS/DMS and AMCS needed

  • Excellent work ethic, high productivity, and acute attention to detail needed

  • Must possess a short learning curve related to assimilation of new skills and tasks

  • Superior written and verbal communication, follow up skills and a strong sense of accountability a must

  • Superior organizational skills needed

  • Ability to multi-task as well as quickly adapt to changing work assignments


 Educational Requirements: 


  • College degree preferred but not required

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WSFS Bank is currently seeking a Commercial Loan Document Review Specialist. TheDocument Review Specialistwill act as a gatekeeper to ensure that the highest quality standards are maintained throughout the Commercial & Small Business new loan/modification processes. The incumbent will be responsible for identification and tracking for missing documentation. The incumbent will perform lien perfection, including recordation and lien releases. TheDocument Review Specialistwill act as an integral member of the customer engagement team, and will be involved in each transaction within assigned portfolio from inception of the transaction. The incumbent will perform post-closing reviews of all new and modified Commercial loan transactions while analyzing executed documents for accuracy and completeness, and identifying any closing errors and/or missing items on the (E&O) tracking log. The incumbent will communicate with the Relationship Manager and Support Staff when additional information is required. This role will validate the Commercial Operating System (nCIno) to ensure that the proper data is correct and ready for input into the Banks servicing system, forward completed packages to Commercial Loan Services, and collaborate with other areas to facilitate a high level of integrity as it relates to the data system. In conjunction with Loan Administrators and other loan team members, the incumbent may perform activities to perfect or amend security interests, including releases of collateral prior to loan payoff.

This is a full-time, 40 hours per week, Monday - Friday, 8:00 am - 5:00 pm position, located in Wilmington, DE or Philadelphia, PA.

Minimum Qualifications:

Bachelors Degree, or equivalent work experience, is preferred.

2-4 years of experience in a processing, document preparations or post-closing environment required.

Experience in operational support in a fast paced and high volume loan department required.

Paralegal certificate is preferred.

Extensive knowledge of Commercial loan products required.

Experience with Laser Pro and nCino is preferred.

Thorough understanding of laws, regulations and procedures applicable to perfection of security interests and ability to perform the function with a high degree of accuracy in high volume, time-sensitive situations required.

Must have strong skills using Windows and Microsoft software products.

Physical Demands: The physical demands described below must be met by an Associate to successfully perform the essential functions of this job.

Incumbent will be required to stand for extended periods of time.

Incumbent may be required to sit for prolonged periods of time.

Dexterity is mandatory as this job requires frequent use of hands and fingers.

The incumbent will be required to walk, reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl.

The incumbent will also be required to talk, hear, see, read and write.

This position requires regular lifting and moving of 10-25 lbs.

Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.

Cognitive Demands: The cognitive demands described below must be met by an Associate to successfully perform the essential functions of the job.

This position requires adaptability, assessing, analyzing, calculating, dependability, memorizing, good judgment, stress control, prioritization, social skills and speaking.

This position requires comprehension, organization, reasoning and decision-making, communication and mathematical ability.

Incumbent must possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit.

Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear.

Incumbent must also have the ability to count accurately and the ability to add, subtract, multiply, divide and record, balance and check results for accuracy.

EOE/Minorities/Females/Disability/Vet/Drug-Free Workplace

EOE Minorities / Females / Protected Veterans / Disabled


See full job description

Overview and Responsibilities

As a Consumer Loan Specialist, you wil be involved in an on-the-job training program to enhance skills and encourage internal advancement. Primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. Keys to success include a professional demeanor, outgoing/positive attitude, reliable and excellent oral and written communication skills. Typical base pay for a Consumer Loan Specialist is $25,500 to $27,000 with an uncapped monthly bonus opportunity. Job responsibilities are as follows:


  • Actively identifies opportunities to originate new loan business with new and existing customers


  • Evaluates customer needs to recommend the best consumer loan and voluntary product solutions


  • Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants


  • Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing


  • Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans


  • Closes loans, assembles loan folders, and breaks down files


  • Consistently meets or exceeds loan goals


  • Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio


  • Applies analytical skills to quickly and efficiently resolve any customer issues


  • Processes insurance claims, follow-ups and payments daily and maintains insurance log according to state requirements


  • Provides excellent customer care through daily transactions, customer inquiries and problem resolution


  • Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance


  • Answers incoming phone calls; checks branchs voicemail


  • Assists Branch Manager with miscellaneous operational tasks such as daily initialization, preparing daily deposit and importing live checks


  • Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance


Qualifications


  • High school diploma or equivalent


  • Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based)


  • Creative problem solving, analytical decision making, organization and time management skills


  • Professional demeanor, positive attitude, strong communication and customer relations skills; This position requires frequent interaction with our customers.


  • Ability to work in a high-performing, fast-paced, goal-oriented, team environment


  • Must be able to manage multiple priorities while being detail oriented


  • Basic computer skills and familiarity with Windows & Microsoft Office


  • Valid driver's license and reliable transportation are required


  • Must meet our acceptable standards for criminal background history, credit history and driving history and pass a pre-employment drug screen.


  • Must be able to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the states department of insurance.


Benefits

We offer a competitive compensation and benefits package including:


  • Health/Dental/Vision


  • Paid Vacation


  • 401 (K) and employer match


  • Company provided Life Insurance & Long Term Disability


Additional benefits with Republic include:


  • Regular drawings for sports tickets


  • Employee of the Month Program


  • Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society


  • Professional offices with a friendly team environment


Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.

Job ID2019-3641

Address2652 South McKenzie St

CityFoley

StateAL


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Job Description


We are looking for a detail oriented, dedicated, and hard working professional with a background in loan processing.


Normal Day-to-Day Work



  1. Review and analyze approvals to determine the appropriate due diligence necessary for legal documentation, including by not limited to; legal status certificates, appraisals, proof of insurance, title commitments, etc.

  2. Ensures that all legal documents are in compliance with both state and federal regulatory agencies along with policies. Determines which documentation is required in accordance with both loan size and collateral.

  3. Works with outside parties such as attorneys, appraisers, title companies, environmental organizations, and federal and state agencies with preparing documentation and loan closings.

  4. Effectively manages the loan closing process, and coordinates closings with all appropriate parties, Loan Officers, Borrowers, Title Companies, and Legal Counsel.

  5. Review and analyze all required entity documents to determine the authorized signors for each entity involved in the transaction.

  6. Prepare required documentation and perform all risk related due diligence.

  7. Prepare and obtain authorization for wire transfers for closings. Prepare all necessary loan boarding forms containing vital coding for the loan to be booked.

  8. Validate all original loan documents and necessary supporting information for Loan Administration prior to booking and funding of the loan transactions according to Policies and Procedures.

  9. Perfect all collateral with appropriate County and/or State jurisdiction encumbering the loan.

  10. Work with Loan Officer to monitor Exception Reports and take steps to correct and follow up on any exceptions for the loan.

  11. Establish escrow requirements for multi and single collateral loans to include taxes and insurance.


 


Job Qualifications


Here are a few skills you MUST have to be considered for this position.



  1. Minimum 4 to 6 years’ experience in loan operations

  2. Excellent member service skills, analytical, research, communication and organizational skills with the ability to prioritize and multitask to meet required deadlines.

  3. Ability to function in a consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.


Company Description

Career Foundations has been built around a culture of unwavering service and ethics. We are highly process driven, quality driven, and results driven and apply this at work on a daily basis. We pride ourselves on building lasting relationships and offering professional and honest guidance and being completely transparent in our approach. That is what sets us apart and enables us to deliver results that rival and surpass our competitors. Career Foundations provides our clients with the best-qualified talent available to bridge critical skills gaps and deficiencies within their respective staffing needs. We deliver individuals with the precise skills and backgrounds required but go way beyond to ensure we screen for the cultural fit unique to each of our clients.


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Job Description


VSECU — named, by Vermont Business Magazine, as one of the Best Places to Work in Vermont in 2017, 2018 and 2019 – is a credit union dedicated to improving the quality of life of all Vermonters. To excel at that, we need a willing and helpful Consumer Loan Support Specialist with a service-oriented approach to achieving high-quality results.


A typical day in this position may include a combination of preparing and sending loan documents, monitoring daily work queues for outstanding items and verifying that documents are received and in good order, following up on outstanding information and documentation, uploading documentation to the proper loan files, sending condition emails, booking and disbursing loans, new account set ups, and posting loan payments.


Additionally, this position will occasionally provide back up for VGreen invoicing, daily and monthly reporting, vendor communications, updating CUDL messages, updating rate sheets and product specifications, creating new procedures as needed, assisting with form and disclosure updates, assisting with the monthly goal and board updates, provide back up for the CUDL processor, system testing and handle other duties as assigned by the Manager.


PRIMARY DUTIES & RESPONSIBILITIES:



  • Review loan requests for all consumer loan products, including VGreen, to ensure all documents have been generated and mailed for execution.

  • Send all documents and other applicable documentation to all involved parties by the desired method; DocuSign, mail or fax to obtain required signatures.

  • Troubleshoot with members when they are having difficulty signing their documents via DocuSign and discuss/answer questions pertaining to documents.

  • Monitor the Consumer Lending group email box and other lending communication channels and respond to communications, assign communications to staff, upload and attach documents to the associated application.

  • Monitor DocuSign pending and other queues to ensure we are handling loans in a timely manner and meeting all time standards.

  • Coordinate with VGreen Program Associate to process email and workflows for routine correspondence such as condition/stipulation reminders, ITC payment increases and principal payments.

  • Work closely with VGreen vendors to ensure a smooth, consistent and efficient process for both vendors and applicants.

  • Process VGreen vendor funding requests, and follow up to verify they are complete, the funds have been deposited to the correct account, the status has been communicated to both the vendors and applicants, and there is no cause for delay with project installation.

  • Review all consumer loans in process to make sure any outstanding documents have been returned with the appropriate information, and signatures have been obtained.

  • Communicate with members, dealerships and vendors via phone or email to follow up on the outstanding conditions, information or documentation. Once documentation is received verify all loan details match the loan documentation, if needed work with the lenders to verify that the documentation received meets their requirements and that the loan is ready for booking and disbursement.

  • Perform all necessary steps related to booking/funding and disbursing approved loans per the disbursement details as outlined.

  • Ensure liens are perfected for secured loans to include but not limited to filing UCC’s, obtaining state specific T19’s, etc.

  • Provide back up as needed for CUDL and VGreen including reporting and invoicing.

  • Process Subsequent Actions and Skip a Payment requests for underwriters.

  • Assist with monthly goal and board updates for both Consumer Lending and VGreen.

  • Obtain a good understanding of the Direct, Indirect and VGreen loan processes while maintaining knowledge and adhering to VSECU lending guidelines.

  • Perform special duties, projects and processes as assigned by manager and assist with routine tasks including letter prep and packets, record updates, opening accounts, creating or updating procedures, preparing reports, updating rates, updating product sheets, etc.


EDUCATION & EXPERIENCE:



  • Associates degree in business or a related field desired with one to three years’ experience in a financial institution; a high school diploma and three to five years’ experience performing administrative document processing or a comparable combination of education and experience.

  • Familiarity with credit union operations with the consumer lending processes.


JOB COMPETENCIES:



  • Excellent organizational, multi-tasking, and commitment to exceeding member service expectations.

  • Ability to prioritize tasks and regularly produce accurate, thorough, professional work within expected timelines and remain within quality assurance standards.

  • Ability to analyze detailed loan documents and conditions to determine they are accurate, in good order and follow specific program guidelines, and to take steps to follow up appropriately.

  • Comfortable with technology and competent knowledge and experience with Microsoft Office products, loan software and DocuSign (or similar electronic signature software).

  • Good knowledge of consumer loan products, lending procedures, underwriting guidelines, compliance regulations, standards and processes.

  • Ability to work overtime, including occasional Saturdays, when loan volumes require extra effort.


VSECU’s normal business hours are Monday through Friday, 8:00am to 5:00pm. We offer a comprehensive benefits package including medical, dental and vision coverage, life and disability insurance, a strong retirement package with matching 401K contributions, tuition reimbursement, paid time off and paid volunteer time.


VSECU is an EOE.


Company Description

VSECU is always interested in meeting people who are committed to quality work, customer satisfaction, helping others to be successful, and working as a team player. We look for these attributes when filling credit union jobs so if you choose to work here, you’ll find yourself among dedicated people just like yourself.


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Overview

The Home Loan Specialist I is an entry level role supporting various Channels. The individual acts as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels.

Job Description


  • Performing routine data entry and validation tasks


  • Initiating third party orders (title, appraisal, hazard, flood cert, credit, etc.)


  • Reviewing and validating loan documents


  • Handling routine calls, emails and/or chat responses


  • Assigning and distributing work loads


  • Monitoring work queues and intervening as needed


  • Interacting with multiple departments to expedite processing and/or issue resolution


  • Performing other related duties as required and assigned


  • Demonstrating behaviors which are aligned with the organizations desired culture and values


Ideal Candidate will have the following:


  • Must be a team player with strong attention to detail and able to work independently


  • Proven track record at delivering timely and accurate information in a fast-paced environment


  • Excellent critical thinking, problem solving, mathematical skills and sound judgment


  • Effective time management skills to deliver work on time


  • Capable communicator, written and oral


  • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)


  • Financial Services and, if possible, mortgage industry experience preferred


  • General understanding of applicable Federal, State and Local regulations


Years of Experience:

0

Education:

Associate's Degree

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Requisition ID 19-11770

Location US-CA-Roseville

Position Type Regular

Category Retail Mortgage Operations

Education Associate's Degree

Years of Experience 0


See full job description

The Mission Control Specialist is the face of Rocket Fiber. They're on the front line, answering phones and responding to live chat, online inquiries and social media.

Responsibilities


  • Represent our brand on the phone and by responding to live chat, online inquiries and social media with dependable and genuine care

  • Handle all billing, field technician scheduling, residential client sales and other client correspondence

  • Represent Rocket Fiber at events in the city

  • Basic troubleshooting for residential services


Requirements

  • Strong computer skills, including Microsoft Outlook

  • Excellent written and verbal communication skills, including a very articulate phone voice

  • Professional appearance and demeanor

  • Proven ability to multitask and meet deadlines

  • Friendly, helpful attitude and a strong ability to work with a team


What'll Make You Special

  • Customer service background

  • Salesforce experience

  • Zendesk experience

  • Advanced phone skills and dispatch experience


Who We Are

We are a Detroit-based internet service provider dedicated to bringing affordable gigabit internet and an industry-leading, personalized client experience to residents and businesses. HD video streaming, blazing-fast upload and download speeds, lag-free gaming - the possibilities fiber brings are limitless! Rocket Fiber's newly built fiber backbone is designed to transform the way Rocket Fiber clients create, collaborate and communicate. We saw a void in the industry and decided that we were not just going to fill it, but we would far exceed anyone's expectations.

Rocket Fiber is doing more than just providing ultra-fast internet to your home and business. We're providing unparalleled client care too. Our crew is dedicated to bringing you the experience you deserve. After all, what good is gigabit internet without a team to make sure your experience is amazing every time?


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In this role, you will be the primary liaison with customers and title company representatives during all phases of financing. You will work specifically on commercial C&I and real estate term loans managing and monitoring loans on an ongoing, day-to-day, and transactional basis. You will be responsible for the administration and management of the Commercial loan process, including the documentation, closing, file maintenance and data input. To do this, you will work closely with the Commercial Relationship Manager.

Functions


  • Set up, process, and monitor documents, and files for commercial loan package completion to meet lending specifications. Review and monitor loan documents for accuracy, completeness, and adherence to approval conditions.


  • Maintain files with sufficient documentation for third-party review and prepares files for timely audits.


  • Set up and monitor loan and financial ticklers to ensure accuracy and timeliness.


  • Ensure all closing conditions are met and loans are closed within time frames.


  • Assist Commercial Relationship Manager and underwriter in obtaining, scanning and archiving information required for underwriting a loan request. May assist Commercial Relationship Manager in ordering third party reports related to a loan request.


  • Review and resolve a variety of customer problems/issues regarding bank products and services.


  • Monitor existing loans to ensure complete conformity with terms. Follow up with customer to obtain all necessary information and clarification on financial analysis materials and resources.


  • Process advances of funds for payment of credit accounts at the request of the borrower or Commercial Relationship Manager. May negotiate loan-signing dates with customers and Commercial Relationship Manager. May work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship.


  • Responsible for GL Certification which includes research, balancing and certification.


  • May perform preliminary review of property and liability insurance to ensure it complies with bank policy and procedure.


  • May provide customer service, administrative support and inter/intra office communication support for the department.


  • Independently prepare data input sheets and provide required information for loans to be boarded on the banks servicing system and ensure all loan coding is correct.


  • Review corporate organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies.


  • May perform preliminary analysis on title insurance commitment reports including title exceptions, and responsible for preparing title/escrow instructions including reviewing final title policy to ensure it complies with the title/escrow instructions and confirms that the bank's lien position is accurate.


  • Review property and liability insurance to ensure it complies with bank policy and procedure.


  • Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes.


  • Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.


Qualifications


  • Bachelor's degree in business, finance or related discipline preferred.


  • 3-5 year's previous commercial loan administration experience.


  • Must have knowledge in all areas of commercial and real estate lending including letters of credits, borrower based lending, and multiple collateral properties.


Physical Requirements and Working Conditions

Work involves:


  • sitting


  • walking


  • lifting up to 25 pounds.


  • occasional Travel


No relocation offered.

About Us

We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made "Fortune's 100 Best Companies to Work For" eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.


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Mortgage Loan Closing SpecialistUS-PA-WellsboroJob ID: 2019-1475Type: Full-Time# of Openings: 1Category: AdministrativeWellsboro Administration BuildingOverview We are looking for a Mortgage Loan Closing Specialist to fill an opening immediately in Wellsboro, PA. The qualified Mortgage Loan Closing Specialist will complete mortgage loan processes from approval stage through servicing including Closing and Post Closing duties. Responsibilities 1. Assists Senior Mortgage Loan Closer in all closing functions. 2. Assists Senior Mortgage Loan Closer in all Post Closing functions. 3. Supports the Senior Mortgage Loan Closer with the Secondary Market Operations of Citizens & Northern Bank. 4. Training and Education. 5. Customer Service Exemplifies Citizens & Northern's Customer Service Standards. PM18 Qualifications Education: High school diploma or general education degree (GED) Experience: 2-4 years of previous related experience and/or training. or Equivalent combination of education and experience. PI115738019Pandologic. Category: , Keywords: Mortgage Title Specialist


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Overview and Responsibilities

As a Consumer Loan Specialist, you wil be involved in an on-the-job training program to enhance skills and encourage internal advancement. Primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. Keys to success include a professional demeanor, outgoing/positive attitude, reliable and excellent oral and written communication skills. Typical base pay for a Consumer Loan Specialist is $25,500 to $27,000 with an uncapped monthly bonus opportunity. Job responsibilities are as follows:


  • Actively identifies opportunities to originate new loan business with new and existing customers


  • Evaluates customer needs to recommend the best consumer loan and voluntary product solutions


  • Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants


  • Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing


  • Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans


  • Closes loans, assembles loan folders, and breaks down files


  • Consistently meets or exceeds loan goals


  • Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio


  • Applies analytical skills to quickly and efficiently resolve any customer issues


  • Processes insurance claims, follow-ups and payments daily and maintains insurance log according to state requirements


  • Provides excellent customer care through daily transactions, customer inquiries and problem resolution


  • Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance


  • Answers incoming phone calls; checks branchs voicemail


  • Assists Branch Manager with miscellaneous operational tasks such as daily initialization, preparing daily deposit and importing live checks


  • Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance


Qualifications


  • High school diploma or equivalent


  • Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based)


  • Creative problem solving, analytical decision making, organization and time management skills


  • Professional demeanor, positive attitude, strong communication and customer relations skills; This position requires frequent interaction with our customers.


  • Ability to work in a high-performing, fast-paced, goal-oriented, team environment


  • Must be able to manage multiple priorities while being detail oriented


  • Basic computer skills and familiarity with Windows & Microsoft Office


  • Valid driver's license and reliable transportation are required


  • Must meet our acceptable standards for criminal background history, credit history and driving history and pass a pre-employment drug screen.


  • Must be able to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the states department of insurance.


Benefits

We offer a competitive compensation and benefits package including:


  • Health/Dental/Vision


  • Paid Vacation


  • 401 (K) and employer match


  • Company provided Life Insurance & Long Term Disability


Additional benefits with Republic include:


  • Regular drawings for sports tickets


  • Employee of the Month Program


  • Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society


  • Professional offices with a friendly team environment


Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.

Job ID2019-3672

Address2853 Dulles Ave

CityMissouri City

StateTX


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Job Description


 A Fortune 200 Bank is seeking experienced Loan Support Specialists to join their team in Brookfield, WI. If you have 2-3 years of experience reviewing loans and transferring data from one system to another, then please consider joining our team. We would be happy to have you!


Job Details:


Title: Loan Support Associate


Location: 16900 W Capital Dr., Brookfield, WI 53005


Hours: Mon-Fri 8:00am-5:00pm


Duration: 12-month contract


Pay: $28.57/hour


 


Description:



  • Responsible for working on project building customer shells for approximately 76,000 obligation levels (40,000 loans) for the BBLC transition to nCino

  • Building loans into a new system

  • Transferring data and ensuring all information is correct in new system

  • Responsible for using all of the older systems and the new system to build the loans for future underwriting events


Basic Qualifications:



  • High school diploma required

  • Bachelor's degree preferred or equivalent work experience

  • Time management skills

  • Attention to detail skills

  • Problem solving and adaptability skills

  • Accuracy and precision is required


If you are interested in learning more about our company and this Loan Support Specialist job, then please apply today!!


Company Description

We can offer competitive pay rates and benefits within your field!


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Description

Bank of HawaiiIn 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. Weve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii a result of knowing our business and community, and always staying ahead of change. We are constantly finding creative ways to deliver leading edge financial services to our customers. Now, were embracing change with our new 21st century banking. Its our people who help us succeed in offering first class service and products to our customers. As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork. People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

Does this sound like you?Are you ambitious? Want to make a difference in peoples lives? Do you thrive in an environment that leverages your abilities as a fast learner, good listener, and problem-solver? If you love challenges, relish complexity, and have moxie, consider applying your unique talents with a Hawaii banking leader Bank of Hawaii. Here you can be at the forefront of whatever you do. Welcome to your tomorrow!

A day in your life as aCRE Loan Documentation SpecialistUnder the direction of Division Management, the CRE Loan Documentation Specialist is responsible for reviewing credit requests, preparing required documents, booking, disbursing and administering all credit facilities. Assists in business units compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Well give you these important responsibilities


  • Documentation:


  • Evaluates and reviews Customer Asset Management (CAM). Orders loan documents, reviews for compliance with terms of loan and coordinates corrections/revisions. May order flood zone certification, request organizational, trust, leases or other documents from borrower/Primary Relationship Officer (PRO). Orders and reviews preliminary title reports from Title Company/Escrow to verify Banks lien position. Resolves or recommends solutions to correct discrepancies. Prepares and coordinates loan package and may prepare Notification of Loan Activity (NOLA) as necessary. Coordinates and supports loan closing with PRO, Banks attorney, borrower, and/or borrowers legal counsel. Works with escrow officers, title agents and participant banks regarding closing, funding, and distribution of documents post-closing. Processes loans for booking into Metavante loan system


  • Loan Administration:


  • Administers permanent and construction/development loans, including but not limited to review of borrowers draw requests. Administers and controls participated or syndicated loans with other financial institutions. Administers and determines Libor rate locks and resets, notifiying parties. Calculates and coordinates loan payoffs, including prepayment penalties, libor breakage fees and any other release fees. Prepares all collateral release documents. Administers and tracks lot sales, repayments, and partial releases for tract development loans. Reviews escrow settlement statements to verify release prices comply with terms of loan agreement. Assists PROs in monitoring overdrafts, delinquent loans, maturing loans, receivables, missing CAMs, pending documents, expired facilities, and other reports as required.Prepares reports, including Pending Documentation, suspense/GL reports (AU-3), year-end TEFRA, etc. Obtains and maintains reports from mainframe system. Completes set up of project and document files Maintains timetable and arranges for recordation at proper County recorders office. Follows up on insurance renewals. Prepares follow-up letters to clients.


  • Customer Service:


  • Acts as the direct liaison between PRO, clients, and other Bank units to fulfill client servicing (loan, deposit, cash management, investments, wire transfers, internal transfers, overdrafts, etc.) needs. Coordinates opening and closing of deposit accounts with assistance of Commercial Banking Service and Support. Researches requests for information and to resolve problems. Initiates corrective action and follows up as neededAccesses the various Bank computer systems (Metavante, Star PC, Exceptions Desktop, etc.) to obtain information as necessary. Prepares written correspondence for PROs when required. Also provides customer support on routine inquiries.


  • Actively participates in bank sales and referral programs to support unit goals. Keeps abreast of all Bank products and services, and uses this knowledge to identify appropriate cross-selling opportunities.


  • Performs all other miscellaneous responsibilities and duties as assigned.


Qualifications

if you come to us with these qualifications


  • Education: High School diploma, G.E.D. or equivalent work experience.


  • Experience: Minimum 2 to 3 years of operational, loan and commercial banking experience with 1 to 2 years of specialized commercial real estate loan documentation experience or equivalent. Should have knowledge of credit policies regarding commercial loans and related applicable regulations.


  • Technical Skills: Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software. Working knowledge/understanding of Metavante Loan Accounting System, Star PC system, Teller Insight, and Net Imaging.


  • Other Qualifications: Demonstrated verbal and written communication skills. Must be analytical, detail oriented, organized. Must be able to meet deadlines and handle multiple priorities. Must be able to work independently or with minimal supervision. Must be able to read documents and quickly and understand and follow detailed instructions.**


All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.

Job Function: Bank Operations

Primary Location: Hawaii-Oahu

Schedule: Full-time

Job Posting: Oct 8, 2019, 12:36:57 PM

Unposting Date: Ongoing

Req ID: 1900954


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Job Description


This position is to support a highly performing, multi-process work team in completion of loan servicing tasks related to loan origination, including documentation review, loan booking, answering branch partner questions, Manual documentation review, and other tasks as assigned. 
The person filling this position will adhere to service levels, quality goals and department procedures. The position will provide quality customer service to customers while continually practicing the essentials of the Key Values.
Essential Job Function: Book and review loans and lines of credit accurately and timely. Reviewing and completing funding forms, update loan closing documents, re-creates, manual intervention review and other tasks as assigned. Answer customer’s basic questions and inquiries. Identify basic contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer. Apply basic accounting principles. 
Understand the loan process from inception to payoff. Be able to communicate and understand loan origination functions. 
Prioritize work for self and team. Be committed to continuous improvement. Effective use of on-line queues to ensure timely processing of tasks. 
Ability to work in on-line imaged enabled work queues. Effective utilization of dual monitor environment. 
Support of virtual team environment. Accurate identification and indexing of task related documents. Cross-site partnering. Best practice sharing. and other tasks as assigned


Skill/Experience/Education
Required Qualifications: High School Diploma or equivalent. Apply basic accounting principles. Ability to work under pressure and meet deadlines Ability to make basic judgments and decisions. Obtain an understanding of the Legal Rules that govern documentation requirements. 
Obtain knowledge of interfaced systems. Demonstrate basic customer service skills and good work ethic. Possess basic communication skills, both verbal and written. 
Open minded and adaptable to new ideas in a changing environment. Working knowledge of loan booking systems (consumer loan approval and consumer accounting system) preferred. Understand basic fundamentals of lending preferred.


Company Description

About BCforward
BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers’ needs into a full-service personnel solutions organization. BCforward’s headquarters are in Indianapolis, Indiana and also operates delivery centers in 17 locations in North America as well as Hyderabad, India and Puerto Rico. We are currently the largest consulting firm and largest MBE certified firm headquartered in Indiana. With 14+ years of uninterrupted growth, the addition of two brands (Stafforward and PMforward) and a team of more than 1400 resources our teams deliver services for multiple industries from both public and private sectors. BCforward’s team of dedicated staffing professionals has placed thousands of talented people over the past decade, with retention rates that are consistently higher than the industry average.

www.bcforward.com


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Overview

The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). The individual acts as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels.

Job Description


  • Performing complex data and document validation


  • Troubleshooting third part orders (title, appraisal, hazard, flood cert, credit, etc.)


  • Handling more complex calls, emails or chat sessions


  • Completing appraisal eligibility tasks


  • Evaluating loan applications for compliance with product guidelines


  • Evaluating loan applications for regulatory compliance


  • Interacting with multiple departments to expedite processing and/or issue resolution


  • Performing other related duties as required and assigned


  • Demonstrating behaviors which are aligned with the organizations desired culture and values


Ideal Candidate will have the following:


  • Must be a team player with strong attention to detail and able to work independently


  • Proven track record at delivering timely and accurate information in a fast-paced environment


  • Excellent critical thinking, problem solving, mathematical skills and sound judgment


  • Effective time management skills to deliver work on time


  • Highly proficient communicator, written and oral


  • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)


  • Financial Services and, if possible, mortgage industry experience preferred


  • General understanding of applicable Federal, State and Local regulations


Years of Experience:

3

Education:

Associate's Degree

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Requisition ID 19-11591

Location US-CA-Westlake Village

Position Type Regular

Category Retail Mortgage Operations

Education Associate's Degree

Years of Experience 3


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Loan Document SpecialistFoothills Bank

Yuma, AZ, United States

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About the Role

Summary

Prepare and reviews commercial loan documents in conformance to bank policy and applicable lending regulations.

DUTIES AND RESPONSIBILITIES:


  • Prepares loan documents using Laser Pro documentation software. Delivers loan documents to lenders and processors for closing.


  • Reviews loan documents to ensure conformity to the specific terms of the loan approval, bank policy, and regulatory compliance.


  • Final review of processors work prior to documentation to ensure package is complete and ready for documentation.


  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.


About You

QUALIFICATIONS:


  • Two to five years of commercial loan processing experience


  • High School degree or equivalent


KNOWLEDGE, SKILL, ABILITY:


  • Professional verbal and written communication skills


  • Keen attention to detail.


  • Well organized with ability to prioritize and multi-task in a fast paced work environment.


  • Ability to work effectively under pressure and time constraints


  • Thorough knowledge of various office software. Proficiency in Word, Excel, PowerPoint, Internet Explorer, Email and Calendaring.


  • Thorough understanding of the lending process.


WORK ENVIRONMENT:

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Must be capable of occasional travel (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS: Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays.

COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.

Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.


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Job Description


Doc Prep Only:
The Commercial Loan Processing Specialist I is responsible for preparing and proofing loan documentation in accordance with credit approval, lending policy, state laws and banking regulations. Additionally, the Commercial Loan Processing Specialist I is responsible for ensuring loan documentation is prepared accurately and delivered to the Lenders and Commercial Lending Assistants in a timely manner.



Initial Review/Funding Approval Only:
The Commercial Loan Processing Specialist I is responsible for validating all due diligence requirements have been met, authenticating loans documents were executed properly and funds will be disbursed as agreed in accordance with credit approval, lending policy, state laws and banking regulations.


 


ESSENTIAL DUTIES AND RESPONSIBILITIES


Doc Prep Only:



  • Understand all relevant Bank lending policies, Loan Processing policies and procedures, state laws and banking regulations.

  • Monitor Loan Processing’s pipeline to ensure incoming requests are processed within the service level.

  • Work with the Lenders and Lending Assistants to resolve issues.

  • Prepare required loan documentation in accordance with loan approval, lending policies, department policies and procedures, state laws and banking regulations.

  • Ensure documentation is accurate.

  • Exhibit actions and behaviors that align with the key values of the organization.

  • Other duties as assigned.


Initial Review/Funding Only:



  • Understand all relevant Bank lending policies, Loan Processing policies and procedures, state laws and banking regulations.

  • Monitor the pipeline to ensure incoming requests are processed within the service level.

  • Work with the Lenders and Lending Assistants to resolve issues.

  • Exhibit actions and behaviors that align with the key values of the organization.

  • Verify loan documents are accurate and in compliance with credit approval.

  • Validate due diligence requirements have been met.

  • Authenticate loan documents are properly executed by Lender and customer.

  • Verify fees and loan proceeds will be disbursed properly.

  • Verify all closing conditions have been met.

  • Verify receipt of all required loan documentation.

  • Other duties as assigned.


Company Description

At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed.


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Job Description


MORTGAGE LOAN DISCLOSURE SPECIALIST 


SUMMARY
Disclosures Specialist performs a variety of RESPA, ECOA, REG Z, and HMDA related duties. Ensuring the delivery of accurate and timely initial disclosures and re-disclosures that fully comply with all applicable regulatory requirements. The review of all files for File Quality Control and Quality Assurance Review that fully comply with lender underwriting standards and lender salability guidelines.  


ESSENTIAL DUTIES AND RESPONSIBILITIES



  •     Prepare and deliver accurate initial disclosures for various loan programs within TRID timeline guidelines.

  •     Review and update files submitted for re-disclosure due to Change In Circumstance

  •     Communicate with production team members to validate fees associated with the presented mortgage transaction to ensure disclosures are delivered with the correct fee amounts.

  •     Monitor multiple pipelines and reports to ensure all tasks are completed in timely matter and within compliance.

  •     Assist department Vice President with monthly post-closing audit with third party vendor.

  •     Initial Quality Control review- Complete initial file review on all new incoming files Audit, verify and ensure that mortgage loan disclosure packages are accurate and comply with prescribed regulation timelines.  Ensure that each disclosure package contains all expected disclosure documents and all forms are completed accurately and in totality

  •     Final Quality Assurance review- Complete the final file review to meet all Automated Underwriting validations, salability, closing and funding requirements

  •     Maintain and monitor the Disclosures Desk email work queue hourly

  •     Performs other duties as assigned.


JOB SPECIFICATIONS
All duties and responsibilities must be performed in compliance with applicable local, state, and federal regulatory guidelines.  This job also requires a professional demeanor, ability to communicate effectively with a wide range of contacts, both internal and external. Ability to work independently, multi-task, and set priorities is also required.


This position does NOT take residential loan applications.  This position does NOT offer or negotiate terms of a residential mortgage loan for compensation or gain. This position may provide general explanation, information or descriptions in response to consumer inquiries (such as explaining terminology or lending policies.) As such, this position is NOT required to be registered with the National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008.


QUALIFICATIONS 
To perform this job successfully, and individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required.
•    Basic Microsoft Office skills
•    Strong analytical skills
•    Strong written and oral communication skills
•    Strong working knowledge of all TRID regulations and loan related fees
•    Detail oriented
•    Ability to multi-task with a high level of accuracy and attention to detail
•    Must have demonstrated working knowledge of mortgage loan program guidelines, underwriting and regulatory requirements and the mortgage loan process.
•    Knowledge of and experience with RESPA/TRID compliant disclosures and HMDA compliance adverse action requirements strongly preferred.
•    Functional knowledge of Conventional and FHA guidelines and required fees and documentation for each loan type. Strong analytical skills and ability to use independent judgment.
•    Strong organizational skills
•    Strong level of attention to detail
•    Ability to work in a fast pace environment
•    Knowledge of word and excel


EDUCATION AND EXPERIENCE
Minimum 1-2 years’ experience with disclosing the Loan Estimate (LE)


PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  While performing the duties of this job, the employee is regularly required to talk or hear.  The employee frequently is required to stand, walk, sit and use hands to finger, handle or touch.  The employee is occasionally required to reach with hands and arms.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and ability to adjust focus.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


WORKING CONDITIONS
Work is performed in a typical office environment.  Light and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.


.DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.


Equal Opportunity Employer Disability/Veteran


Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.



 


Company Description

Lakeside Bank is a leading, independent community bank that specializes in serving small and medium sized businesses in Chicago. By applying vigilance and utilizing superior business intelligence, we seek to create, identify and serve niche markets consistent with our expertise. We are committed to provide personalized service beyond the expectations of our customers by developing and leveraging close, long-term relationships. We will optimize shareholder value. We retain a knowledgeable employee base and strive to provide a fulfilling and supportive environment.

We have amazing benefits:

BCBS Medical and Dental, Vision
Life, Long & Short Term Disability Insurance
401k & Pension

Please check out our website for more information at: https://www.lakesidebank.com/careers/


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Job Description


 MAAG is looking for a Loan Specialist/Support Processor to join our team at our Atlanta, GA office


Principal Roles


·         Support Loan Processing Team


·         Ensuring mortgage loan documents are complete


·         Processing the mortgage loan case files accurately within established timeframes


·         Conducting quality control on mortgage loan documentation and data entry


  • Responsible for receiving and processing all incoming documents, and mailing and scanning assigned completed documents, ensuring project is completed accurately within established timeframes

Qualifications


·         Strong multi-tasking skills, work ethic and excellent attendance


·         Detail oriented, flexible, punctual, professional and reliable


·         Familiarity with performing quality control, data entry and documentation review


·         Excellent listening, interpersonal, written, and verbal communication skills


·         Computer experience preferably in MS Office, particularly Word


·         General office experience, mortgage loan experience preferred


·         Ability to lift 50 pound boxes containing case binders


Company Description

8(a) SDB/MOB/MBE/DBE certified company, providing nationwide financial management services, loan servicing, mortgage insurance endorsement, asset disposition, management and marketing services, information technology and business consulting services to the Federal Government and private sector.


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Job Description


LOAN SERVICING SPECIALIST


FNB Germantown has helped our neighbors build strong families, homes, and businesses for more than 150 years, and we hold ourselves to the highest standards of integrity and professionalism. First National Bank of Germantown is seeking to hire a full-time Loan Servicing Specialist to join its team.


Position Summary:


The loan servicing specialist will stay fluent in all loan data support functions provided by the core system and loan filing specifications. As the loan servicing specialist, you are required to demonstrate and provide Loyalty Level Customer service to all customers, internal & external. You are responsible for continuous improvement and the efficient operations of the loan support area. As an FNB team member, you will embody the mission, vision, and values of the bank.


Essential job responsibilities include, but are not limited to:


Maintain the integrity of loan data and credit card data in the core system.


Responsible for performing all maintenance, modifications, escrow, insurance, flood, taxes, origination and disbursements related to new or existing loans.


Boarding of new and modified loans, includes review of loan documentation, system upload, and indexing of loan documentation into the document image portal.


Maintain collateral documentation, physical and electronic, and track outstanding collateral documentation.


Maintain HMDA-related data, reviewing for accuracy at the time of loan boarding.


Review, contact, and maintain delinquent accounts for credit cards and loans.


Review and ensure timely processing of loan and credit card payments.


Responsible for maintaining and reconciling certain general ledger accounts.


Assists customers and lenders with loan and credit card questions.


Utilize core systems to maintain and generate financial request letters for customers. Follow up with customers to obtain and index received financial documentation.


Identifies opportunities for additional lending and banking needs.


Serve as a bank representative in professional, business, and community organizations to promote bank services.


Sells products of the bank, including but not limited to loans, deposit accounts, internet banking, debit and credit cards, IRAs, CDs, and safe deposit boxes.


Prepares reports for management and maintains collateral exceptions.


Other duties as required.


Required Qualifications:


High School Diploma or general education degree (GED) or equivalent combination of education and experience.


One-year experience as a CSR or loan support.


Strong communication skills with the ability to present information in verbal or written form to customers or other team members.


Maintain knowledge of principles and methods for showing, promoting, and selling products or services.


Maintain knowledge of calculating figures and amounts such as discounts, interest, proportions, percentages, and payoffs.


Excellent time management skills and the ability to effectively allocate resources.


Intermediate knowledge of Microsoft Excel, Word and Outlook. Maintain knowledge of principles and methods for showing, promoting, and selling products or services.


Excellent time management skills and the ability to effectively allocate resources.


For more information about our company, visit us at www.fnbgermantown.com.


We are an Equal Opportunity Employer.



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Job Description


A global financial services company is seeking a Loan Fee Specialist (Entry-Level) for their office in Newark, DE.
 


Responsibilities include but not limited to:


·         Validate company’s loan origination fees related to Investment Bank / Commercial Bank / Private Bank & Dealer Commercial Services (Retail) deals.  Fees are validated based on the calculations in executed legal documentation and the firm's Accounting Policy.


·         On fully syndicated deals, calculate syndication fees in relation to the fees paid to the retail lenders.


·         Prepare detailed fee write up for Financial Controllers on complex fees. Work with Controllers to determine the proper recognition of fees paid to company.


·         Prepare fee templates to instruct Deal Closers on how the fees should be applied.


·         Monitor and balance fees held awaiting disposition. Substantiate all outstanding balances.


·         Be aware of and mitigate risk event possibilities. Ensure all outstanding fees are booked in the accounting systems in the correct month.


·         Ensure all prior month adjustments as relates to fees are accounted for in SAP, within BD3.


·         Prepare and distribute daily, weekly and monthly metric reports related to fees paid to company. These reports detail information on fees paid pending processing, documentation turnaround time, fees booked, processing times and reasons for delay, if any.


·         Facilitate weekly metric conference calls with Financial Controllers, Business Representatives, Management, Deal Closers and Middle Office to discuss pipeline fees and documentation status.


 


Minimum Requirements:


·         Undergraduate degree is strongly preferred but related job and industry experience can be accepted as a substitute. (2+ years)


·         Must have experience reading and interpreting loan documentation or related experience    dealing with documentation.


·         Must be a team oriented individual.


·         Must be highly organized with ability to manage a variety of tasks.


·         Excellent communications skills oral and written.             


·         Strong analytical, problem solving and judgement skills


·         General accounting knowledge


·         Solid working knowledge of Microsoft Office applications (i.e. Excel, Word and PowerPoint)



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