Mortgage Solutions Advisor
2 weeks ago
Community Development C is dedicated to enhancing the lives of individuals through comprehensive community development initiatives. We are committed to fostering financial security and growth within our community.
Position Overview
The ideal candidate will excel in a dynamic environment, embrace new challenges, and demonstrate exceptional written and verbal communication skills. A strong attention to detail and proficiency in virtual collaboration tools are essential. The Loan Officer will play a crucial role in guiding individuals and businesses through the funding process by evaluating loan requests, analyzing financial information, assessing potential risks, and overseeing projects to ensure efficient processing.
Key Responsibilities:
- Assess and analyze loan applications to determine creditworthiness, financial health, and associated risks, including thorough reviews of credit histories and financial statements to provide informed recommendations.
- Prequalify and manage referrals from the HomeOwnership Center, ensuring alignment with appropriate lending options for clients, including those utilizing assistance programs.
- Source, secure, underwrite, and finalize residential and small business loans and grants in accordance with organizational lending protocols, ensuring adherence to regulatory standards.
- Maintain a thorough understanding of lending programs, industry benchmarks, and regulatory requirements to effectively manage credit and portfolio performance.
- Conduct orientations and provide counseling for program participants, identifying their needs and offering guidance on available financial solutions.
- Oversee and manage the loan portfolio, including monitoring payments, addressing delinquencies, and collaborating with clients and internal teams to resolve any issues.
- Deliver outstanding customer service, assist with mortgage applications and modifications, and provide administrative support through record-keeping, data management, appointment scheduling, and report generation.
Qualifications:
- NeighborWorks America certifications to be obtained within the first year of employment.
- Availability for flexible work hours, including some evenings and weekends.
- Proficiency in Microsoft Office Suite (Outlook, Teams, Excel, Word, PowerPoint).
- Strong interpersonal skills with the ability to collaborate effectively.
- Detail-oriented, proactive, and well-organized.
- Mortgage license preferred for the role of Mortgage Loan Officer.
- Bi-lingual in Spanish is a plus.
This job description serves as a general overview and is not exhaustive; the employee may be assigned additional related duties as necessary.
-
Mortgage Foreclosure Legal Counsel
2 weeks ago
Melville, New York, United States Community Development C Full timeJob OverviewPosition SummaryThe Community Development Corporation of Long Island (CDCLI) is in search of a dedicated Attorney to enhance our vibrant and diverse legal team. This role presents a unique opportunity to contribute to a respected organization that leads the charge in sustainable housing initiatives across Long Island.The successful candidate will...
-
Financial Advisor Trainee
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeAre you seeking a rewarding career path filled with opportunities and a structured roadmap? New York Life - Nassau-Suffolk NY is looking for Entry-Level Financial Advisors committed to assisting families in securing their financial futures and protecting their loved ones. This position is more than just a job; it offers a chance to earn a competitive income,...
-
Residential Lending Specialist
2 weeks ago
Melville, New York, United States Community Development C Full timePosition OverviewCommunity Development C is dedicated to enhancing the lives of individuals through effective financial solutions and home ownership opportunities. We are a comprehensive organization focused on community advancement and economic empowerment.Role SummaryThe successful candidate will excel in a dynamic setting, embrace innovative projects, and...
-
Junior Wealth Management Advisor
2 weeks ago
Melville, New York, United States NYL - Melville Office Full timePosition OverviewWe are looking for a motivated and strategic Financial Consultant to join our team in an entry-level capacity, offering significant opportunities for professional advancement and a bright career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and fulfilling their financial aspirations through a...
-
Title Coordinator
6 days ago
Melville, New York, United States Real estate settlement company Full timeAbout the Role:We are seeking a detail-oriented professional to join our team as a Title Coordinator at a reputable real estate settlement company. The ideal candidate will possess a solid understanding of real estate proceedings, specifically title review, and will support our internal team and collaborate with external business partners to ensure the...
-
Inside Sales Executive
1 week ago
Melville, New York, United States The Accredited Group Full timeJob OverviewWe are seeking a motivated inside sales executive to drive our business expansion efforts. The ideal candidate will possess exceptional persuasive abilities to convert potential customers into qualified leads. If you are passionate about sales and enjoy engaging with clients, this position may be a great fit for you.Compensation:$150,000 at plan...
-
Inside Sales Specialist
1 week ago
Melville, New York, United States The Accredited Group Full timeJob OverviewWe are seeking a motivated inside sales specialist to contribute to our business expansion efforts. The ideal candidate will possess exceptional persuasive abilities to convert potential customers into qualified leads. This role is perfect for individuals who thrive on engaging with clients and closing deals.Compensation:$150,000 at plan...
-
Inside Sales Executive
1 week ago
Melville, New York, United States The Accredited Group Full timeJob OverviewWe are seeking a motivated inside sales executive to drive our business expansion efforts. The ideal candidate will possess exceptional persuasive abilities to convert potential customers into viable leads. If you have a passion for engaging with clients and are eager to advance your sales career, we encourage you to consider this...
-
Senior Private Client Advisor
2 weeks ago
Melville, New York, United States The Bank of America Corporation Full timeOverview:At Bank of America, we are committed to enhancing financial well-being through meaningful connections.Role Responsibilities:As a Private Client Manager II, you will play a pivotal role in fostering and maintaining relationships with our esteemed clients. Your primary responsibilities will include:Developing tailored financial strategies to meet...
-
Junior Financial Consultant
2 weeks ago
Melville, New York, United States New York Life - Melville Full timeJob OverviewWe are looking for a motivated and strategic Financial Advisor to take on an entry-level role that provides opportunities for advancement and a bright career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and reaching their financial aspirations through a range of advisory services.Key...
-
Financial Services Specialist
4 days ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeJob Opportunity We are seeking a dedicated and ambitious individual to join our team at New York Life - Nassau-Suffolk NY as a Financial Services Specialist. This role offers a unique opportunity to make a positive impact on the financial stability and well-being of families and individuals. As a Financial Services Specialist, you will have the freedom to...
-
Customer Service Representative
3 days ago
Melville, New York, United States Matrix Innovations Full timeAt Matrix Innovations, we are dedicated to delivering exceptional customer experiences. Our team of professionals will guide you through the application process and provide ongoing support throughout your collaboration with us.As a customer advisor (m/f/d) at Matrix Innovations, you will play a crucial role in bringing companies closer to their customers and...
-
Insurance Operations Specialist
6 days ago
Melville, New York, United States Point Wealth Management Full timeAbout Point Wealth ManagementWe are a leading wealth management firm dedicated to providing exceptional financial services to high net worth individuals, business owners, and families. Our team of experienced professionals is committed to delivering personalized solutions that meet the unique needs of our clients.Job OverviewWe are seeking a highly motivated...
-
Business Process Improvement Analyst
1 week ago
Melville, New York, United States Servbank Full timeJob DescriptionThe primary role of the Business Solutions Analyst is to collaborate with management to critically assess processes that are no longer effective, pinpoint inefficiencies, and implement enhancements from inception to completion. This position holds the authority to engage with various teams and departments, providing management with insights on...
-
Business Process Analyst
2 weeks ago
Melville, New York, United States Servbank Full timeJob OverviewThe primary role of the Business Solutions Analyst is to receive guidance from leadership, critically assess workflows that have become outdated, pinpoint inefficiencies, and implement enhancements from inception to completion. This position is empowered to collaborate across various teams and departments, providing insights to management on...
-
Associate Financial Planner
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeExciting Career Opportunity:We are seeking motivated individuals for the position of Entry-Level Financial Advisor with New York Life - Nassau-Suffolk NY.About the Role:This position offers a unique chance to assist families, business owners, and corporations in achieving their financial aspirations. You will have the autonomy to shape your professional path...
-
Business Process Analyst
1 week ago
Melville, New York, United States Servbank Full timeJob DescriptionThe primary role of the Business Solutions Analyst is to receive guidance from management and critically assess processes that have become outdated. This position involves identifying inefficiencies, monitoring, testing, and providing necessary reporting while implementing enhancements from inception to completion. The analyst will have the...
-
Audit Senior Manager
4 days ago
Melville, New York, United States EisnerAmper LLP Full timeAbout Our Audit TeamEisnerAmper LLP's Audit Group is a dynamic team of professionals dedicated to delivering exceptional audit services to our clients. We are committed to providing solutions that create assurance and peace of mind for our partners.We strive to create lasting partnerships with our clients based on trust, professional integrity, and...
-
Infrastructure Operations Engineer
2 weeks ago
Melville, New York, United States The Phoenix Group Full timeYour Role and ImpactAct as the main point of contact for support infrastructure, guiding and developing team members within the department.Architect, deploy, and maintain Infrastructure as Code solutions for our range of cloud-based products.Guarantee service reliability by monitoring issue patterns, performance indicators, and capacity planning.Analyze...
-
Administrative Operations Leader
1 week ago
Melville, New York, United States The Accredited Group Full timeJob OverviewPosition Summary:We are looking for a detail-oriented and proactive Operations Manager to oversee our administrative functions. In this role, you will be responsible for managing various operational aspects, including accounting, human resources, and IT services, while ensuring that our CRM and sales processes are effectively maintained. Your...