Loan Processor jobs in United States, Arizona, Tempe

As a Closing Coordinator within Wholesale Loan Services, you will manage post-loan closing activities in collaboration with the Credit Officer, Banker, Outside Counsel, and various departments. Your primary responsibility will be to ensure the receipt of all legal loan documentation and address any legal documentation exceptions to meet the bank's required standards.

Job Responsibilities:

• Manage and maintain the teams pipeline of active legal documentation exceptions.
• Review legal loan documentation for operational feasibility, regulatory requirements, and mitigation of operational risk.
• Review operational requirements relating to legal documentation exceptions process, and policies.
• Coordinate flow of post loan closing tasks

Required Qualifications, Capabilities, and Skills:

• Strong oral and written communication skills
• Excellent attention to detail
• Ability to multi-task through the practice of strong organizational and time management skills
• Minimum of 2+ years’ experience in commercial loan products and documentation.

Preferred qualifications, capabilities, and skills:

• College degree or equivalent work experience

As a Loan Servicing Spacalist IV within our Dealer Floorplan System team, you will be responsible for processing and inputting dealer floorplan loans, payments, and offset equity transactions. Your role will also involve processing external funding requests and potentially preparing, balancing, and inputting general ledger accounting entries into the MITS system. Your duties may extend to reviewing, processing, and maintaining dealer floor plan documents, as well as providing input on both monetary and non-monetary account transactions/adjustments.

Job Responsibilities:

-Prepare, balance, and input general ledge

-Reviewing dealer floor plan documents

Required qualifications, capabilities, and skills

- Working knowledge of Microsoft Office products

- Must be willing to work in a fast-paced, heavy volume environment. Volume fluctuates.

- Ability to manage multiple priorities and meet strict deadlines.

- Must have excellent attendance.

- Must be highly adaptable to change.

- Strong communication skills, both written and verbal.

- Keeping up to date with new procedures and tracking all items processed.

- Must have the ability to apply effective deduction skills.

- Must have strong problem solving and decision making skills.

- Must have strong research and analytical skills.

In this role, you will:

• Perform timely and clear communication with customers, settlement agents, brokers, and other counter parties to obtain missing information and documentation for the loan file
• Submit loan file to underwriting for review
• Ensure all compliance and underwriting guidelines are met
• Enter loan information into the system
• Prioritize and manage assigned pipeline to meet anticipated closing date and performance metrics
• Act as an escalation point for lower level Mortgage Processors to resolve issues and provide guidance and training
• Provide work direction to a team of Mortgage Processors, ensuring metrics are achieved by planning, coordinating and monitoring daily activities
• Interact with immediate team, functional area and internal peers
• Interact with internal and external customers
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of Loan Processing, Customer Service, Loan Administration, Collections, or Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Prior mortgage loan processor experience
• Exposure to Wells Fargo CORE application
• Ability to gather, organize, and interpret data
• Ability to navigate multiple computer screens while working on the phone
• Demonstrated comfort and success in voice-to-voice customer service.
• Strong attention to detail and accuracy skills
• Good verbal, written, and interpersonal communication skills
• Experience with proactive problem solving and resolving customer complaints.
• Experience independently driving workload and meeting set expectations.

Job Expectations:

• This position is not eligible for Visa sponsorship.
• Willingness to work on-site at stated location on the job opening.
• This position offers a hybrid work schedule.
• Required location(s) listed below. Relocation assistance is not available for this position.
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Tempe, AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

As a Loan Origination Specialist in Wholesale Loan Services, you will coordinate post-approval activities with Credit Officers and Underwriting to ensure all loans are closed and funded to meet our client’s expectations.

Job Responsibilities:

• Manage and maintain an individual pipeline of active commercial loans.
• Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements, and mitigation of operational risk.
• Review and advise on funding mechanics and operational requirements relating to products, processes, and policies.
• Coordinate the flow of post-approval tasks from mandate to booking.

Required Qualifications, Capabilities, and Skills:

• Strong oral and written communication skills.
• Excellent attention to detail.
• Ability to multi-task through strong organizational and time management skills.
• Minimum of 4 years’ experience in commercial loan products and documentation.

Preferred Qualifications, Capabilities, and Skills:

• College degree or equivalent work experience.

In this role you will:

• Support various operational tasks relating to subpoenas, summons, and other legal documents representing Wells Fargo
• Seek ways to improve customer service experience and determine proper course of action based on customer needs
• Perform moderately complex administrative, operational, and customer support tasks
• Negotiate with external customers to assure resolutions and deadlines are met
• Provide training to less experienced Legal Operations Processors
• Receive direction from supervisor and escalate non-routine questions
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirement

Schedule:

• Monday – Friday 8:30 am – 5:00 pm MST/PST
• Schedule subject to change based on business needs

Training:

• You will receive in-depth on-the-job training and coaching to learn about Wells Fargo banking products, procedures, and services.
• Training will be for 6-8 weeks. Training hours are 8:30 am – 5:00 pm Monday – Friday (MST/PST). You are required to attend the full duration of this paid 6-8 weeks of training.
• We’re open from Monday - Friday, 8:00 am - 8:00 pm (EST). Your regular work schedule will be based on business need and may include working at least one weekend day and some holidays.

Required Qualifications:

• 2+ years of Legal Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Previous experience in legal order processing
• Knowledge and understanding of processing and handling summons and subpoenas
• Experience managing a pipeline of work from assignment to completion
• Loan/Mortgage industry experience
• Ability to identify potential operational issues and legal risks
• Financial Industry experience
• Ability to achieve high production and quality standards
• Intermediate Microsoft Office skills
• Ability to read and interpret legal documents
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Posting Location:

• 1305 W 23rd St. – Tempe, Arizona 85282

Job Expectations:

• This position offers a hybrid work schedule
• Ability to work on-site at the posted work location
• Overtime is based on business need and volume of the department, could be required

This position is not eligible for Visa sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Support various operational tasks relating to subpoenas, summons, and other legal documents addressed to Wells Fargo
• Perform moderately complex administrative, operational and customer support tasks
• Negotiate with external requestors to assure resolutions and deadlines are met
• Provide training to less experienced Operational Legal Specialists
• Receive direction from supervisor and escalate non-routine questions
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal partners to determine the best course to assure compliance requirements
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirement

Schedule:

• Monday – Friday 8:00am – 5:00 pm MST/PST or Monday – Friday 8:30am – 5:00pm MST/PST
• Schedule subject to change based on business needs

Training:

• You will receive in-depth on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
• Training will be for 4-6 weeks. Training hours are 8:00 a.m. – 5:00 p.m. Monday – Friday (MST/PST). You are required to attend the full duration of this paid 4-6 weeks of training.
• We’re open from Monday - Friday, 8:00 am -8:00 pm (EST). Your regular work schedule will be based on business need and may include working at least one weekend day and some holidays.

Required Qualifications:

• 2+ years of Legal Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Previous experience in legal order processing
• Knowledge and understanding of processing and handling summons and subpoenas
• Experience managing a pipeline of work from assignment to completion
• Ability to identify potential operational issues and legal risks
• Strong research and documentation skills
• Ability to achieve high production and quality standards
• Intermediate Microsoft Office skills
• Ability to read and interpret legal documents
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Posting Location:

• 1305 W 23rd St. – Tempe, Arizona 85282

Job Expectations:

• This position offers a hybrid work schedule
• Ability to work on-site at the posted work location
• Overtime is based on business need and volume of the department, could be required

This position is not eligible for Visa sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.