Current jobs related to Loan Packaging Specialist III - Tustin - Lendistry

  • Automotive Loan Officer

    2 weeks ago

    Tustin, California, United States National Auto Loan Network Full time

    About the RoleWe are seeking a highly motivated and results-driven Automotive Loan Officer to join our team at National Auto Loan Network. As a Loan Officer, you will play a critical role in communicating with consumers across the country to secure auto loans.Key ResponsibilitiesDiscuss loan options with consumers and review pertinent documents and...

  • Consumer Loan Sales Specialist

    1 day ago

    Tustin, California, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals.Key Responsibilities:Deliver results-driven sales performance, meeting individual and branch...

  • Consumer Loan Sales Specialist

    2 weeks ago

    Tustin, California, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...

  • Consumer Loan Sales Specialist

    3 days ago

    Tustin, California, United States OneMain Financial Full time

    Job Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals by offering personalized financial solutions.Key Responsibilities:Deliver exceptional customer...

  • Consumer Loan Sales Specialist

    2 weeks ago

    Tustin, California, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...

  • Real Estate Loan Origination Support Specialist

    3 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    Real Estate Loan Origination Support SpecialistWe are seeking a dedicated and detail-oriented Real Estate Loan Origination Support Specialist to provide top-notch assistance to our Real Estate Department at SchoolsFirst Federal Credit Union.Key Responsibilities:Support Loan Consultants with inquiries and escalate issues as needed to ensure seamless loan...

  • Real Estate Loan Support Specialist

    3 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Real Estate Loan Support Specialist to join our team at SchoolsFirst Federal Credit Union. As a key member of our Real Estate Department, you will provide exceptional support to our Loan Consultants and ensure a seamless loan origination process.Key ResponsibilitiesInternal Support: Respond to...

  • Consumer Loan Sales Specialist

    2 days ago

    Tustin, California, United States OneMain Financial Full time

    Job SummaryAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will be responsible for delivering results related to individual and branch sales goals, as well as customer expectations.Key...

  • Real Estate Loan Consultant, Equity Loans

    5 days ago

    Tustin, United States SchoolsFirst Federal Credit Union Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Real Estate Loan Consultant, Equity Loans Scheduled Weekly Hours: 40 What You'll Be Doing This position is a base plus commission role. The base pay is $23.08 per hour. Responsible for the origination of Home Equity products. Provides telephone coverage for all...

  • Real Estate Loan Consultant

    6 days ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    Job SummaryWe're seeking a highly skilled and experienced Real Estate Loan Consultant to join our team at SchoolsFirst Federal Credit Union. As a key member of our team, you will be responsible for originating Home Equity products and providing exceptional service to our members.Key ResponsibilitiesOriginate Home Equity products and provide personalized...

  • Aspiring Mortgage Loan Specialist

    3 weeks ago

    Tustin, California, United States Button Finance Full time

    Job OverviewBecome a Part of Our Team as a Junior Mortgage Loan OfficerEmbark on an exciting career in finance with Button Finance. We are in search of a driven Junior Mortgage Loan Officer who is eager to learn and contribute to our mission.Why Choose This Position?Unlock Your Potential: Gain valuable sales experience while enhancing your communication...

  • Consumer Loan Sales Specialist

    3 weeks ago

    Tustin, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.     In the Role   Deliver results related to...

  • Real Estate Loan Support Specialist

    2 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    {"h1": "Support Representative I - Real Estate Loan Origination", "p": "At SchoolsFirst Federal Credit Union, we're committed to delivering World Class Personal Service to our Members. As a Support Representative I - Real Estate Loan Origination, you'll play a critical role in ensuring our Members receive exceptional support throughout the loan origination...

  • Real Estate Loan Support Specialist

    4 days ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Real Estate Loan Origination Support Representative to join our team at SchoolsFirst Federal Credit Union. As a key member of our Real Estate Department, you will provide exceptional support to our Loan Consultants and ensure the smooth operation of our loan origination process.Key ResponsibilitiesProvide internal...

  • Ophthalmic Imaging Specialist

    4 weeks ago

    Tustin, California, United States Kaiser Permanente Full time

    Key Responsibilities:Utilizes an Ophthalmic fundus imaging system (e.g., Zeiss Fundus Flash III) to capture detailed images of various eye structures, including the anterior segment, ocular adnexa, and the ocular fundus.Clarifies testing protocols and their significance.Oversees and assesses imaging results throughout the procedures.Conducts fluorescein...

  • Customer Service Representative

    2 weeks ago

    Tustin, United States Lendmark Financial Services, LLC Full time

    At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have...

  • Sr. Battery Test Technician III

    4 weeks ago

    Tustin, United States Rivian Full time

    About RivianRivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what’s possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and...

  • Trailing Documents Specialist

    1 week ago

    Tustin, California, United States New American Funding Full time

    Job SummaryThe Trailing Docs Specialist will be responsible for monitoring and forwarding trailing documentation to investors, as well as assisting with scanning and file preparation. This role requires strong organizational skills and attention to detail to ensure timely delivery of documents.Key ResponsibilitiesCoordinate the tracking, reporting, and...

  • Trailing Documents Specialist

    2 months ago

    Tustin, United States New American Funding Full time

    Overview Position : Trailing Docs Specialist Location : Santa Ana, CA Pay: $18/hr. to $20/hr.  Position Summary: The Trailing Docs Specialist will be responsible for monitoring and forwarding trailing documentation to investors, as well as assisting with scanning and file preparation. Independently manages assigned tasks and workflow...

  • Licensed Vocational Nurse III

    2 weeks ago

    Tustin, California, United States JobGet Full time

    Job Summary:As a Licensed Vocational Nurse III at our Tustin Executive Center, you will provide high-quality patient care under the supervision of a Registered Nurse or physician. You will work within established standards of care, policies, and procedures to ensure the best possible outcomes for our patients.Key Responsibilities:Provide patient care...

Loan Packaging Specialist III

4 months ago

Tustin, United States Lendistry Full time
ABOUT LENDISTRY

Lendistry is the country's largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.

GENERAL RESPONSIBILITIES

  • Reviews initial submitted package of all minimum required documents (MRD's) to determine initial qualifications are sufficiently met for identified loan structure (product).
  • Discusses details of the customer questionnaire to fully understand and be able to communicate around what the business does, the loan purpose (how the need arose), the use of funds (specifically what will the borrower do with the money), the current debt obligations (validate) and all net income sources that would be relied upon for loan repayment (debt service coverage
  • Confirm any licenses and/or other authorizations of the company to operate the business to ensure we have a viable business to submit to credit.
  • Confirm all collateral (to the extent) able to ensure collateral is eligible and all parties in agreement to the pledge of the collateral.
  • Collect all necessary documentation (e.g. leases, list of tenant improvements, landlord waivers, bankruptcy discharge, IRS repayment plan agreements, contractor bids, purchase invoices, etc.) to support the loan request.
  • Ability to structure package to fit within minimum requirements of products available.
  • Knowledge of business fundamentals and the business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements and Debt Schedules, etc.
  • Review file prior to submission to underwriting to ensure that quality of submissions is consistently kept at highest quality (e.g. sound initial decisioning/complete packaging - without missing items) for maximum efficiency.
  • Prepare package for submission to Underwriting in appropriate format.
  • Quick scrub of QCF to ensure loan request meets minimum qualifying criteria.
  • Deep scrub including all third-party reports and client interview/expansion of questionnaire, work up of baseline conditions, and generation of in-depth interview questions.
  • Confirmed in depth qualification of client for loan request.
  • Will assist guidance, processes and or changes needed in the financial documents they are responsible for reviewing and overseeing
  • Requests necessary exceptions from Credit Manager or Chief Credit Officer
  • Submits fully qualified file to Credit for Underwriting assignment within Key Performance Indicators (KPI's) and/or Service Level Agreements ("SLA") timeline.
  • Suspend file where requirements for the loan to move forward in the process are outside the control of Lendistry.
  • Elevate and discuss special situations for handling loans with appropriate team members including the Credit Manager.
  • The Loan Packaging Specialist III is the Lead and manages the work of the Loan Packaging Specialist I and II.
PROFICIENCIES
  • Ability to understand and manage complex and urgent transactions
  • Excellent verbal and written communication skills. Excellent organizational capacity.
  • Ability to think creatively and innovatively.
  • Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team.
  • Strong analytical ability with active listening skills.
  • Willingness to adapt to changing business needs and deadlines, including extended work hours. Exhibit a professional, business-like appearance and demeanor.
Education and Experience
  • BA/BS from accredited four-year college and 2 years validated experience in commercial loan processing.
  • Five years of validated experience in commercial loan processing in lieu of college degree.
Salary
  • $25.00 - $32.00/hourly, depending on experience and location


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)