Loan Officer Jobs in San Francisco, CA

WHO WE ARE As pioneers of the seaweed category, we introduced the world's first line of Certified Organic and Non-GMO Project Verified roasted seaweed snacks in 2012 and has since grown to become the #1 selling, premium, organic seaweed-based snack - but our aspirations reach even further. Led by founders and visionary food entrepreneurs Annie Chun and Steve Broad, we take great pride and care in creating delicious and convenient snacks inspired by our Korean heritage and believe that seaweed represents a sustainable path forward that nourishes people and the planet. With our eyes focused on the future, we're on a mission to increase our impact by winning over a whole new generation of foodies and are assembling a team of talented and driven individuals who are just as excited about the future of healthy snacking and seaweed as we are! WHO YOU ARE You are a dynamic and results-oriented commercial leader with a passion for driving growth in the CPG space. As the Chief Commercial Officer (CCO) at Gimme Seaweed, you will be responsible for shaping and executing our commercial strategy, providing integrated leadership over both Sales and Marketing to accelerate revenue, expand brand awareness, and strengthen market leadership. This position reports directly to the CEO/Founder and is an integral part of the leadership team setting company strategy. Directs reports will include the company's Vice President of Sales and Vice President of Marketing. You thrive in fast-paced, entrepreneurial environments where you can balance high-level strategic thinking with hands-on execution. You have a proven ability to build and lead high-performing teams, leveraging data-driven insights to optimize market positioning, deepen customer engagement, and drive sustainable growth. A natural collaborator, you excel at fostering alignment between Sales, Marketing, Finance, and Operations, ensuring that all teams are working cohesively toward shared business objectives. Your expertise at it's core spans across all primary retail channels while also having at least a basic working knowledge of eCommerce and it's interrelationship with retail. You have a keen understanding of how to navigate evolving consumer trends and retail landscapes. You bring a strategic mindset, strong leadership skills, analytical thinking and a commitment to scaling a brand with purpose and impact. WHAT YOU DO Sales Leadership & Revenue Growth (Working collaboratively with the SVP - Sales) Develop and execute a commercial strategy that drives profitable top-line revenue and market share growth. Lead strategic sales leadership across all channels, including HNF, Grocery, Mass, Club, and Ecom, ensuring cohesive growth and market expansion. Provide strategic direction to the sales team, brokers, and distributors to ensure consistent execution of Gimme's brand plans across all trade channels. Identify and evaluate new market opportunities, including emerging channels and potentially international expansion, to diversify revenue streams and drive strategic growth. Strengthen relationships with key retail partners, brokers, and distributors to expand distribution and improve shelf positioning. Lead the standardization and optimization of Gimme's go-to-market playbooks across multiple verticals, ensuring that sales and marketing strategies are consistently tailored for each target market and customer segment. Leverage syndicated data (IRI, Nielsen, Spins) to track performance, optimize pricing, and enhance category leadership. Manage trade spend efficiency and ROI to optimize promotional investments and improve profitability. Establish Gimme as a 'category captain' within the Asian based snacking space by leveraging data-driven insights. Lead and mentor the SVP of Sales, ensuring the team is equipped to execute on strategic objectives. Marketing Strategy & Brand Growth (Working collaboratively with the VP - Marketing) Define and execute Gimme's brand strategy, positioning, and marketing initiatives across digital, retail, and eCommerce channels. Oversee the development of multi-channel marketing campaigns that drive brand awareness, engagement, and conversion. Ensure alignment between trade marketing and sales objectives, optimizing promotions, in-store activations, and retail visibility. Lead the eCommerce strategy, optimizing customer acquisition and retention efforts. Oversee social media, influencer partnerships, and paid media strategies to enhance brand reach and consumer connection. Guide the Head of Marketing, ensuring that marketing investments deliver measurable business impact. Cross-Functional Leadership & Execution Partner with Finance to develop budgets, forecast revenue, and ensure cost-effective commercial initiatives. Work closely with Operations & Supply Chain to align demand planning and inventory strategies with sales growth. Collaborate with CEO & Board on commercial growth plans, ensuring transparency and alignment on strategic priorities. Lead organizational development within Sales and Marketing, fostering a high-performance, results-driven culture. WHAT YOU BRING Proven track record in driving strong revenue growth through strategic sales and marketing leadership in CPG. Strong commercial acumen, with experience developing and executing go-to-market strategies that expand distribution, increase brand awareness, and drive market share. Exceptional leadership skills, including the ability to build, mentor, and inspire high-performing Sales and Marketing teams. Demonstrated success in shaping and elevating brand equity, driving consumer engagement, and establishing category leadership through innovative marketing strategies. Cross-functional collaboration expertise, with the ability to align Sales, Marketing, Finance, and Operations to achieve commercial and overall business objectives. Data-driven mindset, leveraging insights from market trends, syndicated data (IRI, Nielsen, SPINS), and performance analytics to inform decision-making. Deep understanding of retail and eCommerce landscapes, including broker, distributor, and direct-to-consumer strategies. Ability to balance strategic vision with hands-on execution, ensuring both long-term growth and short-term business performance. Exceptional negotiation and relationship-building skills, with a history of cultivating strong partnerships with key customers, agencies, and stakeholders. Strong financial acumen, with the ability to analyze P&L statements, ROI by customer, and trade spend effectiveness to drive profitable growth. Resilience and adaptability, thriving in dynamic, fast-paced environments while maintaining focus on company goals and brand integrity. Passion for the brand and category, bringing enthusiasm, expertise, and a deep appreciation for the heritage and inspiration behind Gimme's products to elevate its position as a market leader. YOUR EXPERIENCE 15+ years in CPG sales, marketing, or commercial leadership roles, with experience in branded food or beverage categories. Proven track record of leading sales and marketing teams, driving revenue, and scaling brands. Strong understanding of retail dynamics, including working knowledge of top retailer dynamics, broker and distributor management, category strategy, and trade marketing. Experience with eCommerce and digital performance marketing is highly preferred. Data-driven decision-maker with expertise in syndicated data (IRI, Nielsen, Spins) and financial metrics. Skilled in negotiation, strategic planning, and change management within a fast-growing environment. Excellent leadership, communication, and team-building skills. COMPENSATION AND BENEFITS This role is full-time and will receive a competitive salary + benefits, including medical, dental, vision, 401k, and equity. This position's anticipated annual pay range is $300,000-$350,000, plus bonus and equity. A variety of factors are considered when determining an individual's compensation-including a candidate's professional background, education, certifications, experience, professional licenses, and location. Final offer amounts may vary from the amounts listed. We neither ask for nor take into consideration the salary history of applicants. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

The Loan Officer is responsible for originating mortgage loans by meeting with potential borrowers to determine appropriate product, obtain proper documentation and follow through with the entire loan process. Essential Duties and Responsibilities: Originate quality FHA, VA and conventional mortgage and home equity loans. Manage customers through the entire loan process, from data collection and analysis through loan conclusion while maintaining positive customer relationships. Collect and analyze information regarding customer income, assets, investments and debts to include multifaceted or complex borrowers. Submits completed loan application and supporting documentation to the processing department. Present the advantages and disadvantages of different financial products to determine the best option for each customer's financial situation. Set proper customer expectations and provide timely status updates to ensure a positive customer experience. Focus on marketing and promotional strategies to attract new purchase business, promoting a broad spectrum of mortgage products including but not limited to government, conventional, home equity and additional products within an assigned geographical area. Build network and community relationships, aggressively promoting CMG to real estate agents, builders, developers, financial planners and other referral sources. Preferred Qualifications and Experience: Bachelor's degree in Business or Finance preferred A minimum of 3 years of current mortgage origination experience with a proven track record of success An active NMLS license required Current referral base from Realtors, Financial Planners, Builders, etc. Strong relationship-building skills Familiarity with current lending regulations Must be self-motivated and have an ability to work independently as well as in a team setting Excellent attention to detail Intermediate experience with Microsoft Word, Excel, and email systems. Ability to work in a fast paced, fluid environment. Strong communication, interpersonal and organizational skills. High integrity and confidentiality required. #LI-DNI CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected]. CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company's gift to CMG Financial and may be forwarded to our recruiters for their attention.

div class="col-12 col-md-8"div class="sc-ca SCKo fLrkuv"divspanspanspan Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!!/span/span/spanbr/ br/ spanspanbspan Description:/span/b/span/spanbr/ spanspanspan· Run your business remotely on a Pamp;L basis under the umbrella of Caliver Beach Mortgage!/span/span/spanbr/ spanspanspan· Uncapped commissions!/span/span/spanbr/ spanspanspan· Loan products for all borrower types!/span/span/spanbr/ spanspanspan· Add additional LO's to your team OR act as an individual LO!/span/span/spanbr/ spanspanspan· Licensed in 28 states and growing!/span/span/spanbr/ spanspanspan· Administrative, operational and compliance support provided by Corporate!/span/span/spanbr/ br/ spanspanbspan Successful Candidate Attributes:/span/b/span/spanbr/ spanspanspan· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. /span/span/spanbr/ spanspanspan· Maintains a database of past clients for marketing purposes./span/span/spanbr/ spanspanspan· History of closing at least 3-5 units per month./span/span/spanbr/ br/ spanspanbspan Loan Officer Requirements:/span/b/span/spanbr/ spanspanspan· An active NMLS/MLO license (required)./span/span/spanbr/ spanspanspan· Strong knowledge of lending regulations and industry best practices./span/span/spanbr/ spanspanspan· Exceptional interpersonal and communication skills./span/span/spanbr/ spanspanspan· Analytical mindset with the ability to assess complex financial information./span/span/spanbr/ spanspanspan· Sales-oriented mindset with a commitment to achieving targets./span/span/spanbr/ spanspanspan· Detail-oriented and organized./span/span/spanbr/ spanspanspan· Proficient in relevant software and tools./span/span/spanbr/ br/ br/ spanspanbspan Caliver Beach Mortgage, LLC/span/bspan is an equal opportunity employer. We are committed to diversity and inclusion in our workplace./span/span/span/div/div/div

Job Title: Branch Loan Officer (Business Development Officer) Department: Consumer Banking Classification: Non-exempt Reports to: Branch Manager Summary/Objective: A) Develop strong customer relationships in order to generate high volume of prospective clients. Manage customer calls and appointments effectively for new opportunities and respond to client queries regarding the products in a timely fashion. Explain prospective clients about the advantages of the products or services offered and follow up with them in order to close business deals. B) Assist management with financial analysis for both existing and potential customers. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Follow-through with borrowers, loan processors, underwriting through all phase of the underwriting process. 2. Manage good relationship with existing customers, including cross selling of additional bank and loan products. 3.Responsible for following up to ensure all banking services provided clients exceed their expectations. 4.Collect and analyze borrower and property financial information including tax return, rent roll, etc. to determine the property's debt carrying ability and the borrower's capacity to repay. 5.Full knowledge in residential mortgage, commercial loan commercial small loans and insurance product and responsible for branch business development, e.g. CRE loan, Home loan, Trade Finance, New customers (CIF) and insurance, etc. 6.Responsible in following up with clients to ensure receiving necessary documents on time in order complete the loan process. 7.Spread and analyze personal and corporate financial statements. 8.Prepare credit analysis on companies and guarantors, prepare credit proposal. 9.Responsible for business expansion by deepening relationships, identifying cross sell opportunities, and increasing client acquisition. 10.Actively participate in community activities business referral and to promote the bank. 11.Prepare various weekly/monthly reports for management. 12.Responsible for annual review on commercial loan. 13.Updated Annual review and input rating to GCMS. 14.Ability to build solid relationship with teammates and business partners. 15.Perform site visit for new loan and annual review of existing loan. 16. Answer customer inquiry on deposit and borrower inquiry on loans. 17. Applies strong critical thinking and problem-solving skills to meet customer needs. 18. Collect information and process pre-qualification letter for residential mortgage. 19. Be able to cross sell our Life Insurance products. 20. Cross sell other deposit products to bring new CIF, e.g. CD, ATM etc. 21. Participate in special projects as required. 22. Performs other duties as assigned. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Quality Management - demonstrates accuracy and thoroughness. 2. Customer service - responds promptly to customer needs and meets commitments. 3. Oral communication - communicate with customers and branch employees effectively and clearly. Supervisory Responsibility: None Physical Demands: This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required. Travel Requirements: None Required Education and Experience: Bachelor's degree (B. A. or B. S.) from four-year college or university. 1-4 years related experience and/or training; or equivalent combination of education and experience. Life Insurance License preferred. MLO registration required. Additional Qualifications: An individual should have knowledge of spreadsheet software, word processing software and power point software. Language/Communication Skills: Able to read and interpret documents such as operations policy and procedures. Able to write routine reports and correspondence in Chinese and English. Fluency in Mandarin and English. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is understood and agreed that the employee may be required to perform additional duties as assigned by the employee's supervisor or Manager.

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines

About Newfi Lending Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi's story…apply today to join our team! Newfi offers an amazing compensation package along with member service leads, digital mortgage technology, top of the line local processing and a hybrid work-from-home/office opportunity! Newfi is operated by industry veterans who have experience running top mortgage companies and developing diverse product offerings (National Lender). We offer our Loan Advisors qualified client introductions from our own lead generation and lead partners. We are a direct lender and offer the opportunity for Loan Officers to originate a unique second lien product offered by no other lender. Loan originations are supported with a full suite of proprietary technology solutions, to speed up quoting, applying, packaging, and originating loans (w/ support of a Loan Assistant). Requirements Who we need: Ability to convert Company Leads into Fundings following Company Lead Protocol. Minimum 2 years of successfully originating loans. Minimum 2 years mortgage experience. High comfort level with advanced online technologies. Must be SAFE Act compliant and NMLS licensed (UST). Possess a positive, enthusiastic and high-energy attitude. Uncanny client relationship builder who is motivated by growth. Benefits: Competitive comp plan with salary. 401k and full medical, dental, vision. Leadership at your fingertips. Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. Visit us at ************* or ********************** Disclaimer: The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business.

Klassic Recruiting and Redwood Credit Union are partnering together to locate a Mortgage Loan Officer II for their Santa Rosa, CA location. We're seeking a Mortgage Loan Officer II who cares about delivering an outstanding member experience and loves to say “yes” as often as possible. Redwood Credit Union was voted by employees as one of Sonoma County's “Best Places to Work” for 10 years running, was recently recognized as the healthiest credit union in the nation, and is known throughout the North Bay for incredibly strong community involvement through volunteerism, fundraising, and sponsorship's. Our creed is “We love to help you succeed" and it spans all aspects of financial wellness, and particularly to mortgage lending. We are a top mortgage lender in the North Bay due to our outstanding loan programs, highly competitive pricing, and our “makes sense” underwriting guidelines. Job Description Knowledge, Skills and Abilities: Thorough knowledge of Internet-based loan origination software. Thorough knowledge of real estate principles, practices, rules, and regulations. Knowledge of all residential mortgage loan products offered by RCU. Knowledge of secondary market investor guidelines and compliance requirements. Qualifications Qualifications: Equivalent to high school diploma Four years' experience in the mortgage lending industry or closely related field, including 2-3+ years as a Loan Officer Experience with Symitar software Job Type: Full-time Job Location: Santa Rosa, CA Required education: High school or equivalent Required experience: Loan Origination: 3 years Symitar Software: 2 years Secondary Market Investor Guidelines: 3 years Residential Mortgage Loan: 4 years Additional Information All your information will be kept confidential according to EEO guidelines.

For 20+ years, Guarantee Mortgage has been helping California families finance their homes and navigate the intricacies of financing real estate in California. We fund more than $2 billion in loans each year, and want to help you fund your dream as well. We are looking for experienced Loan Originators to join our team in San Francisco or Marin. We are a company with deep core values, and will provide you with unbelievable support, strong customized marketing to grow your business, and unparalleled perks. Loan officers at Guarantee Mortgage can focus on generating revenue. We've got everything else covered and are 100% focused on helping you succeed! Our Core Values: 1) Team Work 2) Transparency 3) Respect 4) Excellence 5) Adaptable and Vigilant 6) Problem Solvers 7) Fun 8) Autonomy In order to be successful at Guarantee Mortgage, you have to be motivated, self-disciplined, and team oriented. Below is a summary of the job description: 1) Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from borrowers. 2) Performs follow-up work as necessary to achieve conditional approval within established time frames. 3) Communicate with the borrower regarding the loan status 4) Answers questions and requests, and resolves problems. 5) Attends and participates in meetings and committees as required. 6) Completes necessary education requirements offered by the company Qualifications In order to be successful, we are looking for driven, tenacious, problem solver, sales people. You need to have your NMLS and it would be ideal if you have 3+ years of prior experience. Additional Information All your information will be kept confidential according to EEO guidelines.

Our aggressive growth strategy has continued to bear fruit as we are one of the fastest growing commercial brokerages in the Bay Area in terms of both revenue and headcount. To help us keep pace with our rapid growth, we're looking for Loan Officers to join our team! Piedmont Capital is the credit lending arm of NAI Northern California -- a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose. Piedmont Capital specializes in arranging financing up to $10 million for commercial and multifamily properties. Since 2002, we have effectively built relationships with commercial banks, credit unions, life companies, and private investors. Growing substantially since the 2008 financial crisis, we have the knowledge and experience to guide financing projects through evolving regulations imposed by lenders and government. We have placed over $500 million in debt for real estate investments throughout California, Washington, Oregon, Hawaii, and beyond. Our culture? 1. Clients first. 2. Best rate and terms every time. 3. Communicate and make it easy. The only part of our proprietary technology platform you will see? Results. Quick turnaround, easy, paperless processing, and clear communication is what we are all about What will you be doing? - Contacting commercial real estate investors to offer them financing and refinancing solutions - Conduct complex due diligence to process the refinancing deals - Offer solutions for challenges that might arise during the refinance or purchase process - Become an expert at finance rates and shop for the most competitive programs - Build relationships with financing partners There is tremendous synergy between Piedmont Capital and NAI as the deals generated by NAI are often financed with loans from Piedmont Capital. And with 50% of our deals being off-market, NAI Agents will bring you leads that you can't find anywhere else. We have ambitious plans to expand, and we are increasing our talent pool dramatically! A recent hire told us “...just sitting in front waiting to interview, hearing the energy and collaboration, and seeing the technology and resources made me certain this would be a fantastic place to grow my career and myself.” Piedmont Capital has created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizations. We foster the success of our newer advisors with a structured training program, mentorship, and coaching. Advisors love it here for that very reason - our collaboration, transparency, and tech stack are simply without parallel. Who Are You?Licensed as a California Real Estate Salesperson or Broker (or willing to become licensed) You have had success in business or sales (ideally entrepreneurial endeavors) Experience with business development - especially cold-calling or door-to-door sales - is preferred An elementary understanding of lending, business finance and investments in real estate is a big plus Compensation:100% commission-only First year commission goal is $50,000 - $100,000 +Second year commissions should range between $125,000 and $250,000+Fifth year commissions should exceed $500,000 and will ideally be $1,000,000+ How Do We Help You?Collaboration: We take this seriously. We believe that the scarcity mentality and sales do not mix. We also believe that competition can inspire us to do great things, but collaborating with others elevates everyone. Therefore management trains advisors to realize their highest potential quickly to create a revenue source.Platform: We've implemented a world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go - so no need to build your own database.Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist in seeking more leads for calls, in marketing listings, and in helping complete the escrow / contract process. A Little More About Us: NAI Northern California is the local representation of NAI Global - the largest Commercial Real Estate Brokerage Network in the world with 400+ offices worldwide and over 7,000 professionals. NAI is a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive, and happy teams in the industry. The collaborative, tech-forward culture we have grown in Northern California is a major competitive advantage that will expedite your success. We have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. Take us seriously when we say our sights are focused upon gaining market share and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area. BRE License # 01870488

WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and submission of completed mortgage loan application packages, including supporting documentation required to process loan requests or modification requests. Support the Loan Officer in loan preparation and coordination with the operation teams to obtain/transmit necessary documentation and condition requests. Track and update Loan Officer on loan and pipeline status. WHAT WILL YOU DO? * Assists the Loan Officer with new loan application by collecting supporting documentation, entering information into loan operating system and any other administrative responsibilities related to the preparation of a mortgage application. * Managing all loan related documents in a share drive or other repository for such documents. * Manage reporting to track needs by loan and the Loan Officer. * Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments. * Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan. * Provide ongoing support for compliance with all applicable laws, regulations and administrative duties. * Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan. * Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 2 years of Customer Service experience or financial experience * SAFE Act Registration. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. *Additional Qualifications* * Bachelor's degree highly preferred * Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail. * Utilizes independent judgment under general supervision. * May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents. * Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary: $50,000 - $60,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Are you an established Real Estate Investment Loan Originator in San Francisco? Then we want you on our team. In this role, you won't be limited to your local region, we want you to lend nationwide, while also establishing yourself as the go-to person for funding in your region. In this key Outside Sales position, you will have access to selling the entire Lima One product suite of Fix and Flip Loans, New Construction Loans, and Rental Property Loans by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. What We'll Provide: Best-In-Class Support: Search Engine Optimization, conferences, & individual branding to support our Regional Loan Officers. You'll have dedicated partners with account managers, sales development reps, and a Deal Desk to enable quick upfront deal analysis and pre-screening. Plus, a marketing team that's laser-focused on driving your success. Diverse Portfolio: From $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, New Construction, and Rental, you will have the tools to serve clients and dominate the market. Excellent Training: An engaged Learning & Development team with a dedicated Sales Training Specialist offering hands on support as you ramp up and learn our products. Customer experience: From first call to final payoff. We are a vertically integrated lending process. Your borrowers will experience in-house sales consultants, white glove underwriting, appraisal management, servicing, and construction draws - making relationship selling easy. Innovation: With tools like Salesforce, Gong, Forecasa, and our Retail Portal, our technology is constantly evolving to help you close more deals. Combine that with state-of the-art lead generation tools and you'll have everything you need to own your pipeline and drive results. Engaged Leaders: Our fully dedicated executive team is willing to help with client relationships, product development & pricing. Recognition & Reward: Our “Circle of Excellence” award offers you the opportunity to travel to pristine locations and for you and a significant other to be treated and rewarded as a top producer should be. What You'll Do: Sales Production: Take full ownership of sales by personally sourcing & funding $2-3+ Million in closed loans per month. You'll build direct to sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans. Originate Diverse Loan Products: Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR, you'll have the products to serve clients and dominate the market. Manage the Entire Loan Process: Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing. You'll work closely with internal teams to facilitate smooth and timely loan processing. Consult and Advise Clients: Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance. Enhance Your Community Presence: Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships. By consistently striving to exceed expectations, you'll cement your reputation as an expert and unlock new opportunities. Requirements Bachelor's degree preferred Active current NMLS license or ability to obtain within 90 days of hire Book of Business or Investor Network that compliments Lima One's loan product suite of Fix and Flip, New Construction, Rental Property (DSCR), and Bridge loans 2+ years' experience in the Private Lending industry (FNF, Bridge, New Construction and/or Perm Debt) in single family and multifamily asset classes Understanding of the real estate investment property industry and ability to effectively communicate how the Lima One product set can help our clients grow and prosper Excellent communication and presentation skills Proven ability to creatively source and develop new business Energetic and passionate about providing the best customer experience in the industry What We Offer: Top-Tier Compensation: A base salary that's top of the industry, with uncapped commission potential. First year income $100k-$300k with top performers earning well over $500k annually. Bonus Opportunity: Performance-based incentive program during your first 6 months, with additional bonus potential for high performing loans. Industry Leading Benefits: Medical, Dental and Vision Insurance Life Insurance, Short-Term Disability, and Long-Term Disability Hospitalization and Accidental Insurance Flexible Spending Accounts - Health and Dependent Care Health Savings Account Safe Harbor 401K with company match Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care) Pet Insurance Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays - that's about a month of time to rest, relax, and recharge every year. Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career. Why Lima One? At Lima One Capital we're relentlessly focused on a simple but powerful goal: to be the nation's premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide. Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010 Geography: 46 states + D.C. where we revitalize neighborhoods Employees: ~300 employees with competitive benefits and perks Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity Recognized by the Inc.5000 as one of America's fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina's Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. Notice to Third Party Recruiters and Agencies Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email ********************** (Subject: Agency Partner Request).

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Mortgage within PNC's Mortgage organization, you will be based in San Francisco Greater Bay Area, CA to include South Bay Area. The ideal candidate will have a proven history of production in the market. The role is salary plus incentive.Job Description Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency. Collaborates with internal and external stakeholders to complete mortgage transactions. Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, SalesCompetenciesCustomer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $37,440.00 - $40,269.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 03/27/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? • 37th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial • Recognized by Newsweek as one of "America's Best Credit Unions 2024" • Recognized by Forbes as one of “America's Best Small Employers 2023" • Voted Best Places to Work in the North Bay 19 years in a row • World-class Employee Engagement scores • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate • Industry leading Net Promoter Scores across the U.S. Join us and discover why you'll love working at Redwood Credit Union! Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (“RCU”) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization's residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. ESSENTIAL FUNCTIONS: External Loan Originations/Pipeline Management • Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. • Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. • Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union's Members and increase residential lending volume. • Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union's mortgage portfolio requirement. • Determine and ethically consult as to options that serve the best interest of all applicants. • Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed. • From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). • The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. • Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made. • Consult with Members on at least a weekly basis regarding the status of their loan. • Actively pursue cross sell opportunities and offer those that will benefit each individual Member. • Develop and utilize pipeline management system with loan processor to ensure rate lock management and high quality member service. • Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate. • Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity. • Represent RCU in a courteous and professional manner at all times. • Provide exceptional service to all Members, volunteers, employees and service providers. • Will travel to various locations to originate loans and sales. Member Support & Special Projects • Instruct at homebuyer or other types of seminars, as needed. • Discuss loan products and services at special events such as home shows. • Recognize and propose changes in the workflow to maintain maximum efficiency. • Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed. • Perform special projects and other duties as assigned. • Recommend and implement new products and services that will benefit the membership of RCU. Will cover the Sonoma County area. Minimum Qualification: Knowledge, Skills and AbilitiesVerifiable recent loan production in conventional/conforming products.Thorough knowledge of conventional conforming mortgage principles, practices and rules, with verifiable experience with recent regulatory compliance requirements.Thorough current knowledge internet based LOS & Fannie Mae DU risk engine.At least 12 months current experience with selling Fannie Mae Loan Products.Demonstrated ability to analyze complex scenarios and recommend workable solutions.Skilled in the operation of office equipment and internet access.Proven professional ability to communicate effectively verbally and in writing.Able and willing to establish and maintain successful work relationships with a diverse group of people.Able to act independently and confidentially, using discretion and tact.Capacity to coordinate a variety of activities and prioritize work.Proficiency and desire to work in and contribute to a team environment.Ability to travel to various locations. Licenses and CertificationsAbility to maintain a valid California driver's license.Eligible to obtain and maintain valid registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including SAFE Act and NCUA part 761. Physical RequirementsAbility to stand, bend, stoop, sit, walk, twist and turn.Ability to lift up to 20 pounds.Ability to use a computer keyboard and calculator.Work environment is indoors and outside of office as needed for business development.Ability to travel to various branch and Member locations. The ideal candidate has a combination of education and experience as follows: equivalent to high school diploma, plus 4 years experience in the mortgage lending industry, to include at least 1 year as a high producing conventional mortgage loan originator. Compensation: Base starting range: $40,019.20 annually + commission. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including: • Competitive medical, dental, and vision insurance, mental health offerings • Employee performance incentive plan • Salary Advancement- Merit increase based on performance • 401(k) program with employer match • Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks: • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans • RCU employees are eligible for a 1% discount on all recreational or boat loan products • 2% discount off Visas and LOC Loans through RCU • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000. • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000. • 0% interest on garment, fitness, or home office equipment loan of up to $500 • 100% financing for employee purchased homes! Internal Team Members If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer

Loan Adjustment Officer: At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health - one member at a time. In addition to a competitive base salary, our compensation package includes: 12 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans--including first mortgages* 401(k) Plan with Company Match` Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a Loan Adjustment Officer based in our San Jose Corporate Office. As a Loan Adjustments Officer, your major responsibilities will include: Controlling delinquent loan accounts. Collecting delinquent loan payments and minimizing loss. Responsible for the management and control of assigned collections queues. Contacting delinquent accounts, taking appropriate actions as deemed necessary to bring accounts current. Analyzing financial situation of delinquent borrowers and using skip tracing tools to assist in locating delinquent members. Thoroughly documenting all collection activity within the collection notes. Reviewing and recommending delinquent loans for extension or workout options in accordance with policies and standards. Our ideal candidate will possess excellent knowledge of collections policies, procedures, and practices. Excellent written and verbal communication skills in addition to a professional appearance and demeanor are a must. Working knowledge of Word, internet use for skip tracing source. A minimum of one to two years' related collections experience is required. Previous collections experience in a credit union or financial services environment is a plus. Bilingual (Spanish/English) preferred. Pay Range: $26.50 - $33.00/hour; based on skills and experience. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer

Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 1. Directs the continuous review of loans and commitments for the purposes of risk grading, determination of degree of attention required, identification of potential credit problems, and conformity with Corporate Bank policies and regulatory directives. Manages generation of management reports regarding quality and trends in the Corporate loan portfolio. 2. Provides credit risk management and regulatory input for numerous board and management committees. Active member of Credit Policy Committee and non-voting member of subsidiary bank Loan Loss committees. Conducts workout credit discussions and Credit Policy issues with managerial personnel. 3. Reviews major and complex loans and reports exposures to management. Maintains ongoing credit risk oversight of existing major adversely graded credits. 4. Plans and organizes all activities within department. 5. Responsible for review and recommendation of all staffing actions on members of department. Sets up training programs and monitors activities. 6. Conducts Loan Quality exit reviews at all Subsidiary Banks and Credit Departments to ensure consistency and uniformity of reporting. Marginal Functions: 7. Performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Extensive credit and lending experience, with a financial institution or regulatory agency, where the incumbent has more responsible and broadly diversified credit experiences to include managing the loan review process. Successful completion of upper graduate or graduate financially related business courses is highly desirable. Excellent leadership, communication, analytical, interpersonal, and organizational skills required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $90,000.00 - $100,000.00

Job Title: DIGITAL BANKING OFFICER II Situation or Department Goal - Describe the obstacles or problems that the candidate will solve. As a Digital Banking Officer, you will be an instrumental part of driving deposit growth for TASI Bank to $10 million in increased Deposits by year-end 2025. You will work closely with the Digital Banking Manager, Deposit Operations, and Relationship Manager's in collaboration of supporting the Commercial customer accounts, providing them with ongoing technical support, while satisfying expectations for all levels of service and product functionality. You will be their go-to person for the deposit relationships and will be responsible for sales and service, processing, creating and maintaining user profiles for all incoming New Business Deposit Accounts and Online Banking applications. Obstacles - Describe the challenges that the candidate will likely deal with * Clear understanding of Online Banking and payments industry landscape and technology. * Knowledge of NACHA Rules and Regulations * Troubleshoot Online Banking related issues for both business and retail with the ability to determine and resolve. * Adhering to numerous deadlines throughout the day (i.e., daily review of Mobile and Remote Deposit Capture, External Transfer, Positive Pay, etc.). * Team-oriented, possess a positive attitude and work well with others * Ability to interview customers and understand requests * Ability to prioritize; handle multiple tasks and work independently * Strong organization skills and detail-oriented with high degree of accuracy * Thorough knowledge of bank operations, products, and services offered at the bank * Strong ability to sell and promote bank products * Knowledge of banking laws and regulations including the Bank Secrecy Act Actions - What actions will need to be taken to accomplish the goal or solve the problem? * Utilizes the bank's Customer Relationship Management (CRM) software to track each customer interaction (requests, inquires, complaints, etc.) via all bank channels (in person, voice, fax, email, website, chat and secure message queues) by capturing customer data and logging issues and resolutions. * Tracks defects and change requests related to Online Banking in coordination with IT/Helpdesk or Third-Party Vendor Technical Support teams (i.e., Q2, Ensenta, iPay, etc.) * You need to identify areas of concern, with recommended solutions (i.e., improving workflow and procedures, potential risks for both the Bank and customers). * You need to understand all the regulatory and operational risks; comply and keep current with all department and company policies, procedures, audit guidelines, and regulations. * You need to have interpersonal skills to include listening to comprehend and interact with customers, prospects and internal staff. * You need to communicate effectively, orally and in writing. Results - What are the measurable/quantifiable results required? What results define success? * You will be instrumental in building customers trust, while increasing overall deposit growth. Customers will treat you as a close friend, a trusted advisor and a strategic partner and an asset to help them reach their goals. * You will experience personal growth and development through continuous Bank compliance and Regulations training including on the job, and professional services while supporting departments enterprise wide. * You will be a reliable source of information for both customers and prospects. * You will deliver exceptional service, consistently exceeding customers' expectations, to naturally inspire them to share their positive experiences with others. General Summary: Provides high-level service and support to Business Customers, Consumers and Frontline Branch Staff on various Digital Banking Services including Remote Deposit Capture, Cash Management Products, eStatements, Mobile Banking, Bill Pay, Telephone Banking, ACH, VISA Debit Card and Online Account Opening. The position may serve as a backup administrator and/or facilitator for various systems including but is not limited to mobile account opening, document scanning, storage and e-sign. The position works closely with the Digital Banking Manager, Digital Banking Specialist, and Deposit Operations to ensure effective communication in the implementation of services, training of end users, and promotion of the features and benefits of bank products and services. Provides technical support to customers as it relates to Digital Banking products and services and ensures industry best practices related to data security for these products. Also works in collaboration with internal channels in ensuring established service levels are met and customer experience satisfaction achieved. Category of Essential Functions & Task FLSA Class % Time Manage the Experience Exempt 20% * Proactively role model our bank brand personalities and build meaningful connections with employees, customers and vendors. * Provides general support/assistance/coverage when requested * Provide timely responses to customer inquiries concerning the variety of financial services offered by TASI Bank e.g., trust services, financial services, business services, time deposits., etc. * Provide timely responses to Business customer inquiries concerning Digital Banking. * Represent/participate in Bank sponsored events and community outreach programs. Manage the Relationship Exempt 30% * Assist in planning, directing and supervision of work activities to ensure efficient delivery of service to internal and external customers in order to achieve established service level agreements. * Cross sale Digital Banking features and services to all Business customers. * Provide technical support to front line staff and customers while exceeding expectations for all levels of service and product functionality. * Installation of Remote Deposit Capture scanner on customer's site. * Provide support to our internal and external customers that use digital banking, remote deposit capture, bill pay, and all digital banking ancillary services. * Respond to customers' email inquiries received via digital banking secure messages and our website. * Assists retail staff and customers with bill pay questions, research and backup for any required processing. * Work closely with Relationship Manager's in collaboration of supporting the Commercial customer accounts. * Coordinate and facilitate product knowledge training for customer upon onboarding. * Ensure organization is prepared to support new product features through the development of operational procedures. Manage the Transaction/Task Exempt 20% * Responsible for coordinating, implementing and training of various digital banking services (i.e., product upgrades, new features and releases). * Assist with the implementation of new product features to ensure that requirements and quality standards are met. * Monitors metrics associated with Digital Banking (Digital, Mobile and Voice Banking) ensures tracking and reporting of customer data (enrollment/adoption rate/usage) of all digital products and services are communicated and maintained. * Complete testing of new product features and/or maintenance releases. * Set up, maintain and monitor Bill Pay subscriber accounts and transactions, and provide regular monthly reporting on subscriber and transaction information. * External Transfers Review - Verify funds availability for Retail ACH (External Transfers), place and release holds on accounts and reconcile micro-deposits used to link customer accounts at other financial institutions. * Mobile and Remote Deposit Capture Review - Review and decision mobile and remote deposits and monitor file transmissions at established cut-off and transit times. * Processes, creates and maintains user profiles for all incoming Digital Banking applications; review necessary documentation recorded and properly file either through NAUTILUS or hard files. * Troubleshoots both retail and business Digital Banking related issues with the ability to determine and resolve the same. * Performs back end maintenance on customer's digital, mobile and voice profiles to include password lockout and resets, updating secure contact information, adding and deleting of accounts and/or users, etc. * Configure customer profiles and map file formats for the Bank's Positive Pay service. * Responds to client requests for digital banking services information or assistance with transactional problems. * Support/assist Digital Banking Manager and Marketing with promotions of features and benefits for our digital products and services. * Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly to provide quality seamless customer service. * Supports Deposit Operations in other duties as assigned and provides back up as needed * Complete other assigned duties/tasks and projects to meet the needs of the department or business. * All other tasks as assigned by the Digital Banking Manager. * Secure Messaging Review Manage the Business Exempt 20% * Utilizes the bank's Customer Relationship Management (CRM) software to track each customer interaction (requests, inquires, complaints, etc.) via all bank channels (in person, voice, fax, email, website, chat and secure message queues) by capturing customer data and logging issues and resolutions. * Manage small projects as assigned. * Tracks defects and change requests related to Digital Banking in coordination with PIMS or Third-Party Vendor Technical Support teams (i.e., Q2, Ensenta, iPay) * Leverage industry trends, competitive information and client usage metrics to help identify and prioritize new product feature requirements in support of the Digital Banking platform. Manage/Mitigate the Risk Exempt 10% * Coordinate ACH Risk Assessments and track pending items for the Bank's ACH originators. * Complies and keeps current with all department and company policies, procedures, audit guidelines, and regulations. * Use problem solving and negotiating skills to resolve difficult and sometimes controversial issues. * Completes all bank mandated training. * BSA & Compliance oversight * Vendor Due Diligence FLSA Categorization Exempt 100% Required Knowledge, Skills and Abilities: * Strong written communication skills required with ability to prepare routine reports and correspondence * Strong oral communications and presentation skills. Must be able to speak effectively before groups of customers or employees of organization. * Proficiency in bank software/applications and Microsoft Office products * Clear understanding of Digital Banking and Payments industry landscape and technology * High comfort level with PCs and Microsoft Office Suite. * Proficiency in a customer relationship management (CRM) applications and/or ticketing system * Ability to work independently with a minimum of supervision * Team-oriented, possess a positive attitude and work well with others * Ability to interview customers and understand requests * Ability to prioritize; handle multiple tasks and work independently * Strong organization skills and detail-oriented with high degree of accuracy * Thorough knowledge of bank operations, products, and services offered at the bank * Strong ability to sell and promote bank products * Knowledge of banking laws and regulations including the Bank Secrecy Act * Ability to lead and direct the work of others. * Ability to work flexible hours during periods of heavy workload, upgrades and projects. Education and Experience: * Bachelor's degree in business/financial field OR; * 2 years' experience in a customer service related field or contact center environment * 4 years banking experience; or a combination of both. * Must possess excellent motivational abilities and have previous experience in coaching and developing associates. * Strong problem-solving abilities are necessary to follow through to meet or exceed customer expectations. * Must have proven ability to drive performance of team with little variation. * Requires a highly energetic individual with excellent organizational, and communication skills, and the ability to work with minimal supervision to meet multiple deadlines. * Clear understanding of Digital Banking and payments industry landscape and technology. * Knowledge of NACHA Rules and Regulations preferred Physical Requirements & Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. * Seeing: Must be able to read report and use computer regularly (100%) * Hearing: Must be able to hear well enough to communicate to coworkers regularly (67-100%) * Fingering/Grasping/Feeling: must be able to write, type, use phone, regularly (100%) * Lifting/Pulling/Pushing Frequently (34-66%) * Climbing/Stooping/Kneeling Occasionally (12-33%) Must be able to operate basic office equipment (PC, typewriter, fax, copier and telephone) as well as new and emerging technology, including but not limited to smart phones, tablet devices, digital signage and monitors. Must be proficient in Microsoft Office. Fair Labor Standards Act (FLSA) Categorization Based off of the duties that are described for this role, this is an Exempt role.

UNCLE Credit Union is seeking a highly skilled and experienced Senior Real Estate Loan Processor to join our dynamic. UNCLE Credit union has been recognized at the Best Credit Union in the East Bay for 7 consecutive years and has been voted Top Workplace for 3 consecutive years (2022,2023 and 2024) . Job Summary: We are looking for an experienced Senior Real Estate Loan Processor to join our Credit Union. The Senior Loan Processor should have years of experience in processing 1st Mortgages and Home Equity Lines of Credit, excellent attention to detail, ability to multi-task in a high-volume environment, and a skilled approach to customer service to help our members navigate through the mortgage process. The ideal candidate will be responsible for helping to manage the loan process from application to closing and ensuring compliance with all regulations. Key Responsibilities: Serve as the main point of contact for title companies, real estate agents, mortgage loan originator, members, and mortgage underwriters to facilitate a timely loan closing. Review, analyze and verify member income, employment history, credit report, and assets. Ensure all loan files meet regulatory requirements, FNMA and FHLMC guidelines, and company policies. Oversee the timely submission of loans for underwriting approval. Monitor key dates and deadlines to ensure timely closing. Must understand TRID, LLE and CD set up and balancing for disclosure. Obtain and verify that all loan documentation, such as title insurance, appraisals, loan applications, credit reports, and income and asset declarations are accurate and provided promptly to underwriters for loan approval. Order third party documentation and reports for residential home loans, create and maintain the mortgage loan file, and assist in clearing underwriting conditions as requested. Input loan file documentation accurately into necessary LOS. Experience with Encompass, Meridian Link, and Symitar a plus. Experience with completing Salary and Self-Employed Income Calculations Worksheets. Ensure that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines. Qualifications: Education: High School diploma or equivalent; college degree preferred. Experience: Minimum of 3-5 years of experience in mortgage lending, underwriting and closing. Skills: Excellent problem-solving abilities and decision-making capabilities. Ability to work under pressure and manage multiple priorities. Strong attention to detail and commitment to accuracy. High level of integrity and professionalism in handling sensitive data and systems. Compensation: $35-38/hr. DOE. Benefits: Competitive salary and performance-based and corporate bonuses. Comprehensive health, dental, and vision insurance. 401k Retirement savings plan with 4% employer match. Defined Benefit Plan-100% Employer contribution. Opportunities for professional development and career advancement.

Handle the full insurance collection and review commercial loans. Responsibilities * Obtain, review and complete checklist for all commercial loan insurance requirements. * Obtain, review and complete checklist for all commercial loan flood insurance requirements. * Monitor/send appropriate letters for flood zone changes and flood insurance cancellations. * Responsible for all Allied functions (CPI Billing/Report distribution/Verify Data/uploading insurance). * Fiserv System maintenance including updating flood policy dates, flood zones, escrow addenda's. * Contact with Allied, insurance agents, insurance brokers, insurance companies, customers, lenders, etc. * Complete daily report review and projects. Qualifications * High school diploma or equivalent required. * Minimum 2 - 3 years experience required. * Allied or insurance tracking software experience preferred. * Commercial insurance (either hazard/flood) experience preferred. * Fiserv experience preferred. * Proficiency in MS Office (including Excel) required. * Excellent written and oral communication skills. * Strong organizational, problem-solving, and analytical skills. * Excellent customer service skills and investigative skills. * Proven ability to handle multiple projects and meet deadlines * Ability to effectively present information, respond to questions and elevate insurance deficiencies to management. WORKING CONDITIONS: This position is a full-time onsite role. 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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Perform routine and typical tasks of an office such as typing, taking notes, reading/reviewing, computer work, filing, copying, answering phones, etc. that may require employee to view, stand, stoop, kneel, or crouch and lift. The successful candidate will be required to prove on the first day of work that they are legally authorized to work in the U.S. The Bank will not sponsor a candidate for a visa or for work authorization.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Originates loans from multiple internal and external referral sources * Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers * Achieves production goals as defined by the business * Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities * Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements * Conducts monthly Home Buyer Workshops and Business Development meetings Required Qualifications: * 2+ years of experience in loan originations and/or home buyer education * Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs * Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending * Ability to organize and deliver Home Buyer Workshop presentations * Knowledge of community housing counseling agencies * Knowledge of community grant / down payment programs * Strong written and verbal communications skills * Self-motivated and highly organized * Ability to prioritize multiple competing tasks Desired Qualifications: * Experience in first mortgage and HELOC * Familiar with FHA and HUD guidelines * Knowledge of local competition product offerings and real estate market dynamics * Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously * Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences * Ability to analyze and comprehend complex financial data and provide appropriate financial solutions * Professional and effective interpersonal skills Skills: * Client Management * Customer and Client Focus * Loan Structuring * Oral Communications * Referral Management * Credit Documentation Requirements * Learning Delivery * Presentation Skills * Prospecting * Written Communications * Active Listening * Business Development * Credit and Risk Assessment * Data Collection and Entry * Pipeline Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40