loan support specialist

SouthState Bank

<div>
 The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
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 We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
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 <strong>
  Summary/Objectives
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 </strong>
 The responsibility of a Loan Assistant I is to direct the timely processing and fulfillment of Commercial loans. Additional tasks may be assigned at the direction of the Market Leaders. As a Loan Assistant I, you will provide essential support with the deal team with the management of simple commercial loans and basic client relationships. Your primary responsibilities will include collecting and organizing borrower documentation, inputting data into the loan processing system, and assisting with the preparation of loan files for loan closings and funding and the fulfillment of post-closing documentation requirements. You will also serve as a point of contact for clients throughout the life cycle of their lending relationship.
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 This entry-level role is perfect for individuals looking to start a career in commercial lending, with opportunities for growth and development.
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 <strong>
  Essential Functions
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 </strong>
 <strong>
  PRIMARY RESPONSIBILITIES
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 </strong>
 <ul>
  <li>
   Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines.
  </li>
  <li>
   Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
  </li>
  <li>
   Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.
  </li>
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   Input data into loan processing systems accurately and efficiently.
  </li>
  <li>
   Provide back-up support to other Loan Assistants to cover PTO requests, and absences.
  </li>
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   Order title searches, UCC searches, appraisals and flood certifications as needed.
  </li>
  <li>
   Coordinate closings with lenders, attorneys, insurance agents and clients.
  </li>
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   Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires.
  </li>
  <li>
   Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner.
  </li>
  <li>
   Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings.
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  </li>
 </ul>
 <strong>
  Lender / Customer Support
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 </strong>
 <ul>
  <li>
   Maintain clear and effective communication with lenders (likely 1-2), and other stakeholders throughout the loan process.
  </li>
  <li>
   Provide exceptional client service through offering assistance and responding to questions and requests for information.
  </li>
  <li>
   Notify clients of any issues or discrepancies that may arise and assist in resolving them.
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  </li>
 </ul>
 <strong>
  Culture Champion
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 </strong>
 <ul>
  <li>
   Advocate our culture by providing prompt, efficient, and exceptional customer service.
  </li>
  <li>
   Build internal and external relationships with customers.
  </li>
  <li>
   Demonstrate a commitment to the Company&rsquo;s core values.
  </li>
  <li>
   Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.
  </li>
  <li>
   Participate with community organizations and in community projects.
  </li>
  <li>
   Actively participate in learning and development for continued personal and professional development.
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  </li>
 </ul>
 <strong>
  Confidentiality and Compliance
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 </strong>
 <ul>
  <li>
   Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.
  </li>
  <li>
   Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.
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  </li>
 </ul>
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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  COMPETENCIES
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  Skills Necessary
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 </strong>
 <ul>
  <li>
   Excellent time management, organizational skills, and attention to detail required.
  </li>
  <li>
   Excellent communication, and interpersonal skills.
  </li>
  <li>
   Excellent computer skills required, especially Microsoft Office.
  </li>
  <li>
   Ability to prioritize tasks, think and work independently.
  </li>
  <li>
   Ability to exercise good judgment to analyze and problem solve situations that arise. Ability to exercise personal and professional responsibility and work with limited direction.
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  </li>
 </ul>
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  Qualifications, Education, And Certification Requirements
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 </strong>
 <ul>
  <li>
   Education: A high school diploma or equivalent is required. Bachelor&rsquo;s degree or additional course work in banking, finance or lending is an asset.
  </li>
  <li>
   Experience:
  </li>
  <ul>
   <li>
    A minimum of one (1) year of experience in commercial lending documentation is preferred.
   </li>
   <li>
    A minimum of one (1) year of Commercial Banking support experience or client service experience within a financial institution by being able to field client&rsquo;s account inquiries and/or maintenance requests with clear and efficient communication.
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Training Requirements/Classes
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 </strong>
 Required annual compliance training, New Employee Orientation
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  PHYSICAL DEMANDS
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 </strong>
 Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
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  WORK ENVIRONMENT
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 </strong>
 This position could be in a cubicle or private office environment that may be loud throughout the day. If applicable telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology are delivered.
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  TRAVEL
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 </strong>
 Travel may be required to meet with lender and/or client meetings as needed. In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.
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 Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801
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 Equal Opportunity Employer, including disabled/veterans.
</div>


Loan Assistant I

Banner Bank

<div><div>More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently <b>Great Place to Work Certified</b> because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the <b>Best 100 Banks in America</b> for the ninth consecutive year.<br>
</div><div></div><br>
<div>With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.</div><div></div><div><br>
As a Loan Officer Assistant, you play a critical role in helping borrowers move confidently through the mortgage process. You&rsquo;ll partner closely with a high-producing Loan Officer and a wide network of partners to keep loan files organized, compliant, and moving forward on time. This role is perfect for someone who enjoys fast-paced work, building relationships, and being a key contributor to successful loan closings.</div>
<h3 class="jobSectionHeader"><b>In this role you'll:</b></h3><ul>
<li><div>Facilitate clear and timely communication between the Loan Officer, borrowers, real estate agents, branch staff, insurance providers, closing agents, and outside vendors.</div>
</li><li><div>Manage loan pipelines, schedules, and critical deadlines to keep files progressing smoothly.</div>
</li><li><div>Run pipeline and closed-loan summary reports to support production tracking and performance.</div>
</li><li><div>Support mailings and marketing initiatives to help grow and maintain business relationships.</div>
</li><li><div>Follow up with borrowers to obtain missing documentation and required information.</div>
</li><li><div>Enter, maintain, and update loan application and client data within processing systems.</div>
</li><li><div>Pull credit reports at the direction of the Loan Officer and ensure proper handling of sensitive data.</div>
</li><li><div>Maintain working knowledge of loan programs, guidelines, and technology platforms.</div>
</li><li><div>Perform a variety of administrative and clerical duties to support daily loan operations.</div>
</li><li><div>Ensure full compliance with company policies, security standards, and government regulations.</div>
</li></ul><h3 class="jobSectionHeader"><b>What we're looking for</b></h3><ul>
<li>You have a High School Diploma or equivalent</li>
<li><div>You bring 4 or more years of experience in residential mortgage loan processing and/or underwriting, including conventional and government loans for both purchase and refinance transactions</div>
</li><li><div>An equivalent combination of education and experience can be considered in lieu of a degree</div>
</li></ul><h3 class="jobSectionHeader"><b>What helps you shine</b></h3><ul>
<li><div>You have a proven track record of supporting consistent loan closings and funding in high-volume environments.</div>
</li><li><div>You understand mortgage origination processes, underwriting standards, and FNMA, FHLMC, and government guidelines.</div>
</li><li><div>You communicate clearly and professionally, both verbally and in writing, while delivering exceptional customer service.</div>
</li><li><div>You thrive in fast-paced, deadline-driven settings and can juggle multiple priorities with accuracy.</div>
</li><li><div>You can analyze borrower credit, income documentation, and complex loan structures to support productivity and volume.</div>
</li><li><div>You are comfortable using MS Word, Excel, Outlook, and automated underwriting systems.</div>
</li><li><div>You bring strong analytical skills and a working knowledge of federal and state real estate lending regulations.</div>
</li></ul><h3 class="jobSectionHeader"><b>Travel</b></h3><ul>
<li>Up to 20%</li>
</ul><h3 class="jobSectionHeader"><b>Our Company Values</b></h3><div>
<div>Do the right thing</div>
<div>Teamwork</div>
<div>Trust</div>
<div>Accountability</div>
</div><h3 class="jobSectionHeader"><b>What Our Team Says</b></h3><div>
<div>&quot;I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.&quot; &ndash; Glassdoor review</div>
</div><h3 class="jobSectionHeader"><b>Compensation &amp; Benefits</b></h3><div>
<ul><li>Targeted starting hourly range (based on experience): $20.00-$27.00</li>
<li>Incentive potential</li>
<li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li>
<li>Paid vacation time, sick time and 11 company paid holidays</li>
<li>401k (with up to 4% match)</li>
<li>Tuition reimbursement</li>
</ul></div><div>Review <b>Banner's employee benefits</b> at: Employee Benefits \u007C Banner Bank</div><div></div><div><br>
Please take time to review<b> </b><b>Banner Bank's Consent &amp; Privacy notice</b> before applying.</div><div></div><div><br>
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.</div><div></div><div><b><br>
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b>. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</div></div>

Mortgage Loan Officer Assistant (Remote - WA, ID, OR, CA)

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

City National Bank of Florida

<div>
 <strong>
  About Us
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  <br/>
 </strong>
 Think BIG. Achieve More.
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 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!
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 <strong>
  Overview
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 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.
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 <strong>
  What You'll Do
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 </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>
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   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.
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  </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.
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  </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
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 <br/>
 We offer a competitive benefits package designed to support your success:
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 <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.
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 <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

American 1 Credit Union

<p></p><div><div><div><div><div><p><b>We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?</b></p><ul><li><b>
Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.</b></li><li><b>
Opening new bank accounts such as checking, savings, IRA&rsquo;s.</b></li><li><b>
Opening new credit cards and analyzing credit reports</b></li><li><b>
Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.</b></li></ul><p><b>
If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply:</b></p><ul><li><b>
Location: On-site in, Milan, MI</b></li><li><b>
Position: Personal Banker/Member Service Specialist</b></li><li><b>
Wage: 21.13/hour (</b><b>Competitive)</b></li><li><b>
Benefits start on day one: Health, Dental, Vision, Responsible Time Off</b></li><li><b>
All offers of employment are contingent upon background screens</b><b>.</b></li></ul><p>
The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member&rsquo;s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.</p><p>
 <b>Essential Job Functions</b></p><ul><li><b>
Engaged Communication:</b> Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.</li><li><b>
GREAT Service Standards:</b> Commitment to offering superior member experience while following all the GREAT service standards.</li><li><b>
Accurately Process Member Activity:</b> Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.</li><li><b>
Focus on Purpose/Mission:</b> Focused on the credit union&rsquo;s purpose and mission statement of creating financial wellness in our community through everyday banking.</li><li><b>
Scorecard Accountability: </b>Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.</li><li><b>
Focused on Clear Member Communication: </b>Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.</li><li><b>
Employee Culture:</b> Committed to supporting a culture that is inclusive for all.</li><li><b>
Core Process, Policy, and Procedure Review and Recommendations:</b> Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.</li><li><b>
Community Advocate:</b> Serves as a representative of the credit union while in the community.</li><li><b>
Branch Support:</b> Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other miscellaneous member transactions efficiently and accurately.</li></ul><p>
 <b>Competencies Required</b></p><ul><li><b>
People Focused</b> <b>and Strong Communication</b>: Empathetically seek understanding of what members and team members require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.</li><li><b>
Achiever, Initiative, and Goal Driven:</b> The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Motivated to achieve goals<b>. </b>Measurable outcomes may include Sales, Growth, Retention, Productivity, Service level, Quality accuracy, Efficiency, Timeliness, Cost savings, etc. Committed to executing individual scorecard goals as well as achieving branch goals.</li><li><b>
Focused, Accuracy, and Attention to Detail: </b>Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.</li><li><b>
Trustworthy, Reliability, and Confidentiality</b>: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Follows all core processes, policies, and procedures.</li><li><b>
Engaged and Collaborative</b>: The employee will work with others to achieve common organizational goals in a spirit of honoring diversity and mutual respect. Effectively communicates by actively listening and sharing relevant information with co-workers, supervisor(s), and members so as to anticipate problems and ensure the effectiveness of the institution.</li><li><b>
Humbly Confident and Inquisitive</b>: Committed to asking questions for clarification so that confidence is built in the member relationships. Admit when there is an opportunity for improvement and celebrate with the team when we win together.</li></ul><p><b>
Key Accountability Items:</b></p><ul><li>
Support and Collaborate with Branch Team</li><li>
Accuracy and completion of account and loan documentation</li><li>
Uphold GREAT service standards.</li><li>
Personal Scorecard Results</li><li>
High level of knowledge of all products and services</li></ul><p>
 <b>Requirements:</b></p><ul><li>
A minimum education of high school diploma or GED.</li><li>
Prior customer service and sales experience.</li><li>
Credit union or banking experience preferred but not required.</li></ul><p>
 <b>The Ideal Candidate:</b></p><ul><li>
Excellent verbal and written communication skills</li><li>
Working knowledge of PC applications such as Microsoft Office</li><li>
Ability to work independently or as a collaborative member of a team.</li><li>
Ability to direct other team members and coach others.</li><li>
Knowledge of credit union products, services, policies, core processes, and procedures.</li><li>
Ability to provide supervisory leadership of professional- and intermediate-level staff.</li><li>
Demonstrated member-focused strategy skills.</li><li>
Demonstrated skill in gathering, reporting, and summarizing trends in data.</li><li>
Ability to express oneself clearly and articulately both orally and in writing.</li><li>
Ability to make decisions and take initiative in problem resolution.</li><li>
Ability to exercise tact and responsibility with handling confidential information.</li></ul><p>
 <i>NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</i></p></div></div></div></div></div>

Personal Banker (Member Service 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

Rice County, MN

<div><div><div><h2 class="jobSectionHeader"><b>Job Summary</b></h2></div>
<p></p><div><div><b>**FIRST REVIEW OF APPLICATIONS MARCH 26TH</b></div><div>
The Housing Office Support Specialist provides excellent customer service to residents of Rice County in an efficient, effective, respectful, and confidential manner, and connects them to the workers, programs, and resources they need. The Specialist also provides support to Rice County employees to enable them to do the same with pronounced communication and organizational skills. The Office Support Specialist assists clients in person, on the phone, by email, and fax to direct them to the best staff and available resources matched for their needs. Excellent communications skills are also used to de-escalate concerned and frustrated clients.</div></div><br>
<p></p>
<div><h2 class="jobSectionHeader"><b>Examples of Duties</b></h2></div>
<p></p><div><ul><li>Answers four-line receptionist phone, greets visitors, and performs receptionist duties for the Housing Department.</li><li>
Provides a variety of administrative support duties for Housing Department.</li><li>
Performs daily processing of incoming and outgoing mail.</li><li>
Performs recording keeping and filing responsibilities.</li><li>
Performs other duties as assigned.</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>Qualifications</b></h2></div>
<p></p><div><div><b>MINIMUM QUALIFICATIONS:</b><br>
The position requires a high school diploma or general education degree, and one to three years of office experience, or equivalent.</div><div><b><br>
PREFERRED QUALIFICATIONS:</b></div>
Bilingual skills of English/Spanish or English/Somali.</div><p></p>
<div><h2 class="jobSectionHeader"><b>Supplemental Information</b></h2></div>
<p></p><div><div><b>HIRING RANGE / UNION:</b> $22.59 - $23.61 per hour / GU Unit &ndash; Grade 5<br>
<br>
<b>HOURS:</b> 20 hours per week. Typical business hours are Monday-Friday, between 8:00am to 4:30pm</div></div></div></div><p></p>
<br><div></div><div><div><div><p>Rice County offers a complete benefit package including medical, dental, life insurance, pension, holiday, vacation, sick leave and long-term disability insurance.<br>
<br>
County employees are eligible for the Public Service Student Loan Forgiveness (PSLF) program.<br>
<br>
For additional information, please follow the link to the Rice County website: https://www.ricecountymn.gov/543/Benefits</p></div></div></div>

Office Support Specialist - HRA

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