loan specialist

Regions Financial

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
<br><br>
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
<br><br>
<b>Job Description:</b><br>
At Regions, the Credit Products Commercial Loan Fulfillment Specialist will orchestrate the closing process for all members of the Relationship Team and vendors associated with each loan. The closing process entails providing assistance by completing, collecting, and analyzing documents necessary for the extension of credit, booking the loan, resolving documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties.
<br><br>
Primary Responsibilities
<br>Drafts and reviews loan documentation ranging from simple to high volume or high complexity for commercial purpose loans in a multi-state environment
<br>Understands the risks associated with closing various types of commercial loans
<br>Obtains the necessary documents to evidence the debt and secure the loan
<br>Ensures the loan is closed per loan approval and that supporting documentation conforms to loan approval and policy
<br>Identifies potential issues related to documentation, policy or regulatory requirement and remediate prior to closing
<br>Communicates frequently with business partners throughout the closing process
<br>Complies with departmental performance level metrics
<br>Contributes to the formulation of plans to mitigate risks
<br>Understands the client’s needs and identify opportunities to improve and resolve client service issues related to the extension of commercial credit
<br>Serves in a problem solving capacity by providing client service for loan products
<br>Addresses loan setup issues promptly to ensure system data integrity
<br><b>Partners with one (1) or more of the following segments:</b> Commercial Banking, Branch Small Business, Private Wealth, Real Estate Banking (includes Home Builder Finance, Income Property Finance, Affordable Housing, Real Estate Corporate Banking), Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management
<br>Support in Real Estate Banking, Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management includes ensuring loans are booked timely, disbursing loan proceeds in accordance with loan approval and packaging loan documents
<br><br>
May assist with the training of team members in areas but not limited to loan documentation and compliance
<br><br>
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
<br><br>
Requirements
<br>High School Diploma or GED
<br>Four (4) years of related banking experience
<br>General knowledge of insurance requirements and other property due diligence necessary for real estate transactions
<br>General knowledge of syndicated transaction and the ability to collaborate with Capital Markets and other lenders for agent and non-agent deals if supporting Real Estate Banking, Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management
<br><br>
Preferences
<br>Bachelor’s degree
<br>Previous Commercial Banking and/or Commercial Equipment Leasing Experience
<br><br>
Skills and Competencies
<br>Ability to provide excellent customer service
<br>Demonstrates knowledge of commercial credit, regulatory (including Bank Secrecy Act - Anti Money Laundering Software (BSA/AML), Beneficial Ownership, Office of Foreign Assets Control (OFAC), Flood Regulations) and documentation policies
<br>Demonstrates strong interpersonal, verbal and written communication skills
<br>Excellent time management
<br>Highly organized, detail-oriented, and is able to manage multiple projects under time constraints
<br>Responds with a sense of urgency
<br>Strong analytical and problem solving skills
<br><br>
Position Type Full time
<br><br>
Compensation Details
<br>Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
<br><br>
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
<br><br>
<b>Job Range Target:</b><br>
<b>Minimum:</b> $46,750.00 USD
<br><b>Median:</b> $57,270.00 USD
<br><br>
<b>Incentive Pay Plans:</b> This job is not incentive eligible.
<br><br>
Benefits Information
<br>Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
<br><br>
Paid Vacation/Sick Time
<br><br>
401K with Company Match
<br><br>
Medical, Dental and Vision Benefits
<br><br>
Disability Benefits
<br><br>
Health Savings Account
<br><br>
Flexible Spending Account
<br><br>
Life Insurance
<br><br>
Parental Leave
<br><br>
Employee Assistance Program
<br><br>
Associate Volunteer Program
<br><br>
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
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https://www.regions.com/about-regions/welcome-portal/benefits
<br><br>
Location Details Riverchase Complex North Building
<br><b>Location:</b> Hoover, Alabama
<br><br>
Equal Opportunity Employer/including Disabled/Veterans
<br><br>
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Credit Products Loan Fulfillment Specialist

Washington Trust Bank

<div><p>This role is primarily responsible for the servicing of Commercial loans including but not limited to preparing commercial loan documentation, loan boarding, collateral perfection &ndash; including but not limited to; real estate, UCC and titled vehicle secured, processing of related financial transactions, and loan reconciliation functions.</p>
<p><b>
Location: </b>This role is open to candidates within Washington Trust Bank&rsquo;s footprint of Washington, Idaho, and Oregon. A hybrid work schedule is available after training, combining remote and onsite work. Regular, reliable attendance is required.</p>
<p><b>
Schedule:</b> Monday thru Friday, 8:00am - 5:00pm.</p>
<p><b>
Essential Functions:</b></p>
<ul>
<li>Handle loan boarding and collateral perfection.</li>
<li>Audits and reviews loan documents for a variety of commercial loan products to ensure compliance with regulatory and policy issues.</li>
<li>Responsible for handling loan package requests from bank lenders and determining required documentation for specific loan type and conditions.</li>
<li>Orders and verifies supporting documentation. Reviews documents for accuracy and completeness. Manipulates systems and uses knowledge to create effective loan packages.</li>
<li>Prepares appropriate documentation for collateral to be pledged. Ensures accuracy and completeness for perfection and government regulations.</li>
<li>Effectively communicate with other departments in the Bank, collaborating with internal and external customers to ensure a successful customer experience.</li>
</ul>
<p><b>Qualifications:</b></p>
<ul>
<li>Proficient knowledge of loan documentation, collateral perfection, and general loan servicing, as well as bank, federal, and state policies and requirements.</li>
<li>Experience with LaserPro, BakerHill NextGen, Jack Henry Silverlake or similar loan servicing, boarding and collateral perfection platforms preferred.</li>
<li>Minimum of 1-3 years of experience working in a loan servicing or administrative environment is required.</li>
<li>Strong knowledge of lending laws, regulations and business loan documentation. Knowledge of flood regulation is a plus.</li>
<li>Demonstrated accuracy in working with detailed data in a deadline-oriented environment.</li>
<li>Demonstrated ability to quickly adapt to and utilize systems and applications.</li>
<li>Strong telephone and interpersonal communication skills.</li>
<li>Ability to effectively prioritize work projects to meet deadlines.</li>
</ul>
<p><b>Pay Range:
</b></p><p>Loan Servicing Specialist II- $20.67 - $31.03<br>
Loan Servicing Specialist III- $22.50 - $33.76</p>
<p>
The compensation range represents the low and high end of the base compensation range for this position located in Central/Eastern Washington area. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.<br>
<br>
Candidates in Portland, OR metro area can anticipate a pay range of:</p>
<p>
Loan Servicing Specialist II- $25.83 - $38.78<br>
Loan Servicing Specialist III- $28.13 - $42.20</p>
<p>
Candidates in Seattle and Bellevue, WA metro area can anticipate a pay range of:<br>
<br>
Loan Servicing Specialist II- $28.93 - $43.44<br>
Loan Servicing Specialist III- $31.51 - $47.26</p><br>
<p><b>
What Our Culture Can Offer You</b>:</p>
<p>
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.</p>
<p>
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.</p></div>

Commercial Loan Servicing Specialist II-III

OneMain Financial

<div><div>At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life&rsquo;s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.</div><div><b>
In the Role</b></div><ul><li><div>
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service</div></li><li><div>
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals</div></li><li><div>
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs</div></li><li><div>
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations</div></li><li><div>
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems</div></li><li><div>
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude</div></li><li><div>
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options</div></li></ul><div><b>
Requirements:</b></div><ul><li><div>
High School Diploma or GED</div></li></ul><div><b>
Preferred:</b></div><ul><li><div>
Sales, Collections or Customer Service experience</div></li><li><div>
Bilingual - Spanish</div></li></ul><div><b>
Location:</b> On site</div><div>
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.</div><div><b>
Who we Are</b></div><div>
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:</div><ul><li><div>
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances</div></li><li><div>
Up to 4% matching 401(k)
</div></li><li><div>Employee Stock Purchase Plan (10% share discount)
</div></li><li><div>Tuition reimbursement
</div></li><li><div>Paid time off (15 days&rsquo; vacation per year, prorated based on start date)</div></li><li><div>
Paid sick leave as determined by state or local ordinance (prorated based on start date)</div></li><li><div>
11 Paid holidays (4 floating holidays, prorated based on start date)</div></li><li><div>
Paid volunteer time (3 days per year, prorated based on start date)</div></li></ul><div></div><div>
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we&rsquo;ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.</div><div>
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be - in person, by phone and online.</div><div>
At every level, we&rsquo;re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There&rsquo;s never been a better time to shine with OneMain.</div><div><b>
Key Word Tags</b></div><div>
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee</div><p></p><p><i>
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.</i></p></div>

Bilingual Loan Sales Specialist - Airport

FourLeaf Federal Credit Union

<div><p><b>It Starts With Our Employees
</b></p><p>FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.</p>
<p><b>
What You&rsquo;ll Do</b></p>
<p>
The Consumer Loan Specialist plays a key role in supporting members on their financial journey by providing knowledgeable and responsive service. Core responsibilities include handling inbound inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies. This role upholds the organization&rsquo;s commitment to delivering an extraordinary member experience.</p>
<p>
This position is open to flexible work options including a remote set up.</p>
<p><b>
Core Contributions</b></p>
<ul>
<li>Serve as a key point of contact within an inbound call center environment, responding promptly to Consumer Loan inquiries via the Five9 platform in accordance with established service level objectives. Ensure a high-quality, personalized member experience through effective communication and timely follow-up.</li>
<li>Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals. Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience.</li>
<li>Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance.</li>
<li>Responsible for achieving individual performance objectives and effectively managing the loan pipeline, while closely monitoring loans in process to ensure a seamless and high-quality member experience throughout the lending journey.</li>
<li>Maintain comprehensive knowledge of FourLeaf lending program guidelines, policies, and procedures to ensure compliance and effective execution. Proactively identify opportunities for collaboration across departments to enhance member engagement and support broader organizational initiatives.</li>
<li>Comply with all aspects of Bank Secrecy ACT (BSA)/Anti-Money Laundering (AML), Office of Foreign Asset Control (OFAC) and Consumer Financial Protection Bureau (CFPB) regulatory requirements as it relates to this position.</li>
</ul>
<p><b>Certifications:</b> NMLS registered or ability to become NMLS registered upon hire.</p>
<p><b>
Assets You Will Bring</b></p>
<ul>
<li>High School or GED required.</li>
<li>1 year of experience in financial services, call center, or other related customer service environment.</li>
<li>Certifications: NMLS registered or ability to become NMLS registered upon hire.</li>
</ul>
<p><i>The estimated salary for this role is $23.96 to $28.15 per hour. (</i><i>FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.</i><i>)</i></p>
<p><b>
What Sets Us Apart?</b></p>
<p>
In addition to our comprehensive benefits, we invest in employee connection and well-being through:</p>
<ul>
<li>Competitive 401(k)</li>
<li>Tuition and fitness reimbursement programs</li>
<li>Flexible work options</li>
<li>Volunteer opportunities</li>
<li>Executive &ldquo;Water Cooler Chats&rdquo;</li>
<li>Clubs, sports, and social events</li>
<li>Food truck days</li>
</ul>
<p>&hellip;.and more!</p>
<p><b>
Who is FourLeaf?</b></p>
<p>
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child&rsquo;s first savings account, FourLeaf is here to help you reach your financial goals.</p>
<p>
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America&rsquo;s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance 2024.</p>
<p>
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.</p></div>

Consumer Loans Specialist - Lending Call Group

City National Bank of Florida

<div>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 Think BIG. Achieve More.
 <br/>
 <br/>
 At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We&rsquo;re entrepreneurs at heart&mdash;growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
 <br/>
 <br/>
 <strong>
  Overview
  <br/>
  <br/>
 </strong>
 The primary responsibility of this position is to perform the quality control of loan booking for all loan types, including new loans, renewals and modifications. Compares approval documentation on E-Booking package to core system "Navigator" for accuracy and reports deficiencies noted for proper resolution. The Quality Assurance Specialist adheres to department guidelines, policies, procedures and regulatory requirements while maintaining maximum level of quality and meeting threshold stablished by management as to the total number of loans required to be QC'd.
 <br/>
 <br/>
 <strong>
  What You'll Do
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Perform Next Day Quality Control &amp; Post Quality Control review of loans which include New, Renewals, Extensions, Modifications, Participations and Syndicated loans.
  </li>
  <li>
   The daily loan threshold for review is 10 loans each. The threshold number is subject to change based on QC Specialist length of time within the unit, proficiency on subject loans and department needs.
  </li>
  <li>
   Thoroughly reviews key components on the Loan Input Sheet &ldquo;LISA&rdquo;, approved CAR and terms on Promissory Note, to ascertain constancy with the loan approval, and that the bank&rsquo;s core requirements (loan amount, interest rate, payment, insurance, escrow) amongst other key components of the loan, have been complied with.
  </li>
  <li>
   Once review has been completed open a KACE Ticket under the Loan QC Queue with any findings which need to be corrected on the loan.
  </li>
  <li>
   Interacts with Loan Processors, Risk, and RM&rsquo;s as necessary to timely and accurately help satisfy deficiencies noted at time of QC; follow up until matter has been resolved.
  </li>
  <li>
   Prior to documenting a finding as satisfied, review that all corrections indicated on the ticket have been accurately completed in Navigator by the appropriate team.
  </li>
  <li>
   Upload any revised documents requested from Loan Processor&rsquo;s at time of review to the Loan in Web Director.
  </li>
  <li>
   Assist with correction of the loan documents in the Bank&rsquo;s imaging system, Web Director, if issues are identified during the review process.
  </li>
  <li>
   Upload the QC Review Checklist along with supporting documentation, if applicable, to the Loan in Web Director.
  </li>
  <li>
   Performs other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2-4 years in a Quality Assurance role; experience in the banking industry.
  </li>
  <li>
   Ability to communicate effectively and professionally.
  </li>
  <li>
   Proficiency in Microsoft Office products (Excel, Word, etc).
  </li>
  <li>
   Demonstrated understanding of mortgage lending operations and industry, specifically how it relates to Quality Control.
  </li>
  <li>
   Strong problem solving skills.
  </li>
  <li>
   Attention to detail and ability to multi-task.
  </li>
  <li>
   Excellent communication and interpersonal skills with the ability to interact with internal and external stakeholders.
  </li>
  <li>
   Prioritization and Time Management.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High School Diploma or GED equivalent.
  </li>
  <li>
   An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
   <br/>
   <br/>
  </li>
 </ul>
 Benefits &amp; Perks
 <br/>
 <br/>
 We offer a competitive benefits package designed to support your success:
 <br/>
 <br/>
 <ul>
  <li>
   Health Coverage: Medical, dental, and vision plans with employer contributions.
  </li>
  <li>
   Retirement Savings: 401(k) with matching.
  </li>
  <li>
   Paid Time Off &amp; Holidays: Generous PTO and paid holidays.
  </li>
  <li>
   Wellness Support: Access to mental health and financial wellness resources.
   <br/>
   <br/>
  </li>
 </ul>
 Visit our benefits page to learn more Benefits!
 <br/>
 <br/>
 Join City National Bank of Florida. The possibilities are endless.
 <br/>
 <br/>
 <strong>
  Special Information To Candidates
  <br/>
  <br/>
 </strong>
 City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department talent.attraction@citynational.com.
</div>


Loan Quality Assurance Specialist

Mabani Riyadh Real Estate Company

<div></div><div><div><div><div><b>إسم الجهة:</b> </div><div>Mabani Riyadh Real Estate Company
</div></div><br>
<div><div><b>مسمى الوظيفة الشاغرة:</b></div> <div><b>Mortgage &amp; Finance Sales Specialist</b></div>
</div><br>
<div><div><b>مجال العمل:</b> </div><div>المبيعات والتسويق - التجزئة والبيع المباشر [ عرض كل الوظائف في هذا التصنيف ]</div>
</div><br>
<div><div><b>مكان الوظيفة:</b> </div><div>الرياض - منطقة الرياض</div>
</div><br>
<div><div><b>تاريخ الإضافة:</b> </div><div>27/04/2026</div>
</div><br>
<div><div><b>المهام والوصف الوظيفي:</b>
</div></div><br>
<div><div><li>We are seeking a highly motivated and financially knowledgeable Sales Specialist (ONLY ARABIC NATIVE) to join our real estate company. This role focuses primarily on mortgage solutions, financing advisory, and client financial qualification, rather than traditional property sales.</li><br>
<li>The ideal candidate will have a strong background in banking or financial services, with hands-on experience in mortgage products, credit analysis, and financing structures.</li><br>
<br>
Key Responsibilities:<br>
<li>Advise clients on mortgage options, financing plans, and payment structures</li><br>
<li>Assess client eligibility through financial analysis and credit evaluation</li><br>
<li>Structure and present customized financing solutions aligned with client needs</li><br>
<li>Coordinate with banks and financial institutions to secure loan approvals</li><br>
<li>Maintain up-to-date knowledge of mortgage regulations, interest rates, and lending policies</li><br>
<li>Support the sales team by ensuring clients are financially qualified and ready to purchase</li><br>
<li>Build strong relationships with banks, lenders, and financial partners</li><br>
<li>Guide clients through the end-to-end mortgage process (application approval disbursement)</li><br>
<li>Ensure compliance with internal policies and local financial regulations</li></div>
</div><br>
<div><div><b>الشروط والمهارات:</b>
</div><div><ul><li>Bachelor&rsquo;s degree in finance, Business Administration, Economics, or related field</li>
<li>Minimum 8+ years of experience in: (Banking - Mortgage lending - Finance companies or credit institutions)</li>
<li>Strong knowledge of: (Mortgage products - Loan structuring - Interest calculations - Credit risk assessment)</li>
<li>Experience dealing with home loans, real estate financing, or retail banking products</li>
<li>Excellent communication and client advisory skills</li>
<li>Key Competencies: (Financial advisory - Negotiation &amp; relationship management - Sales with a consultative approach - Attention to detail - Target-driven mindset)</li>
<li>Sales or client-facing experience in financial services</li>
<li>Experience in real estate financing or developer-backed mortgage programs</li>
<li>Existing relationships with banks or financial institutions</li>
<li>Knowledge of local mortgage regulations and compliance requirements</li>
</ul></div></div><br>
<div><div><b>اللغات المطلوبة للوظيفة:</b>
</div><div><ul><li>الإنجليزية-جيد</li>
</ul></div></div><br>
<div><div><b>نوع الوظيفة:</b>
</div><div><ul><li>دوام كامل</li></ul>
</div></div><br>
<div><div><b>نطاق الراتب:</b> </div><div>غير محدد</div>
</div><br>
<div><div><div>المتطلبات الأساسية
</div></div></div><br>
<div><div><b>الجنس:</b> </div><div>للجنسين
</div></div><br>
<div><div><b>هذه الوظيفة متاحة لـ:</b> </div><div>سعودي أو مقيم
</div></div><br>
<div><div><b>الحد الأدنى لمستوى التعليم:</b> </div><div>درجة البكالوريوس
</div></div><br>
<div><div><b>الحد الأدنى لمستوى الخبرة:</b> </div><div>مستوى متوسط (خبرة من 4 إلى 10 سنوات)</div></div></div></div><p></p>

Mortgage & Finance Sales Specialist

Homewise

<div><p><b>Reports to: Senior Director of Lending</b></p><p><b>
Classification: Full-time / Exempt</b></p><p><b>
Supervisory Responsibilities: None</b></p><p><b>
Position Mission</b></p><p>
The mission of the Mortgage Lending Training Specialist is to strengthen the skills, knowledge, and effectiveness of the Homewise mortgage lending team by developing and delivering high-quality training programs, documenting processes and procedures, and serving as the lead administrator for the Loan Origination System (LOS). This role bridges operational expertise with adult learning to build a capable, confident, and compliant team that delivers exceptional service to Homewise customers.</p><p><b>
Essential Duties and Responsibilities</b></p><p>
The Mortgage Lending Training Specialist is responsible for carrying out the following duties:</p><ul><li>Designs, develops, and delivers training programs for mortgage lending staff, including onboarding curricula, ongoing skills development, and regulatory compliance training.</li><li>Creates and maintains training materials including manuals, job aids, process guides, e-learning modules, and quick-reference resources for loan processing, underwriting support, and customer service workflows.</li><li>Conducts regular training needs assessments in partnership with the Mortgage Loan Operations Director to identify skill gaps and prioritize learning objectives.</li><li>Facilitates both in-person and virtual training sessions for new hires and existing team members, adjusting instruction to accommodate varying experience levels.</li><li>Serves as the primary subject matter expert and lead administrator for the Loan Origination System (LOS), including system configuration, user access management, troubleshooting, and staff support.</li><li>Coordinates with the LOS vendor on system updates, enhancements, and issue resolution; communicates changes to staff and develops corresponding training materials.</li><li>Documents and maintains up-to-date standard operating procedures (SOPs) for all mortgage lending processes, ensuring alignment with regulatory requirements and Homewise policies.</li><li>Monitors and evaluates the effectiveness of training programs through assessments, observation, and performance data; continuously improves training content based on findings.</li><li>Partners with Mortgage Loan Officers, Loan Processors, and Loan Operations leadership to ensure training reflects current best practices and regulatory expectations.</li><li>Supports compliance training efforts related to RESPA, TRID, HMDA, and other applicable federal and state mortgage lending regulations.</li><li>Assists in the onboarding of new lending staff, ensuring a smooth transition into their roles through structured orientation and mentorship activities.</li><li>Uses the Homewise, Inc. STARS database system, Outlook, Calyx Loan Origination system, and other electronic tools to provide the best service to customers.</li><li>Compliance with all applicable regulations, policies, and procedures.</li></ul><p><b>
Expected Outcomes</b></p><ul><li>Training programs result in measurable improvements in staff competency, accuracy, and productivity across the mortgage lending team.</li><li>New hires reach full productivity within defined onboarding timelines and demonstrate proficiency in required systems and processes.</li><li>The Loan Origination System operates efficiently and reliably; staff receive timely support and are kept current on system changes.</li><li>Standard operating procedures are documented, current, and accessible to all relevant staff, reducing errors and inconsistency in loan processing workflows.</li><li>Displays a high degree of customer service and responsiveness when supporting internal team members and working with business contacts.</li></ul><p><b>
Competencies</b></p><ul><li>Instructional design and facilitation. Skilled in designing effective adult learning experiences and delivering engaging training in both in-person and virtual settings.</li><li>Technical proficiency. Demonstrated ability to learn, administer, and train others on complex software systems, particularly Loan Origination Systems.</li><li>Communication skills. Able to clearly present information &ndash; both orally and written &ndash; and adapt communication style to diverse audiences.</li><li>Customer service. Extremely responsive to internal team requests; exceeding colleagues&rsquo; expectations. Abides by Homewise, Inc. Customer Service Standards.</li><li>Attention to detail. Reviews work thoroughly to ensure accuracy in training content, SOPs, and system configurations.</li><li>Problem-solving skills. Grapples to understand a problem and its underlying causes before finding a solution; applies this approach to both training gaps and system issues.</li><li>Accountability. Embraces accountability in order to achieve meaningful results and models this for the team.</li><li>Flexibility and adaptability. Adjusts quickly to changing priorities, system updates, and regulatory requirements. Copes effectively with complexity and change.</li><li>Collaboration. Ability to build strong working relationships across departments and work effectively as part of a team.</li><li>Computer skills. Competence in Microsoft Excel, Word, Outlook, Loan Origination software, Windows, and other software applications as appropriate.</li><li>High standards. Expect personal performance and training deliverables to be nothing short of the best.</li></ul><p><b>
Education and Experience</b></p><ul><li>High school diploma or equivalent required; associate&rsquo;s or bachelor&rsquo;s degree in education, business, or a related field preferred</li><li>Minimum of three years&rsquo; experience in mortgage lending, loan processing, or a related financial services role required</li><li>Experience in training, instructional design, or staff development strongly preferred</li><li>Demonstrated experience with Loan Origination Systems required; Calyx Point experience strongly preferred</li><li>Knowledge of federal mortgage lending regulations (RESPA, TRID, HMDA) required</li><li>Ability to serve Spanish-speaking clients and staff in Spanish preferred</li></ul><p><b>
Work Schedule</b></p><ul><li>Must be able to work flexible hours, including evenings and/or weekends on occasion.</li><li>No overtime allowed without preapproval</li><li>Expected to be available 8:00 am to 5:00 pm mountain time</li><li>Available for trainings as designated by HW</li></ul><p><b>
Physical Requirements</b></p><ul><li>This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.</li><li>Must be able to occasionally lift up to 20 pounds</li><li>Must be able to maneuver around various client business offices and workspaces.</li></ul></div>

Mortgage Lending Training Specialist

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