Home Equity Loan Processor

7 days ago

Milwaukee Wisconsin, United States Tri City National Bank Full time
Job Summary

We are seeking a highly organized and detail-oriented Mortgage Loan Processing Specialist to join our team at Tri City National Bank. As an entry-level position, this role will be responsible for processing and ensuring completion of disclosure and loan documentation for HELOC Lines of Credit.

Key Responsibilities
  • Process and prepare loan documentation for HELOC Lines of Credit using prescribed procedures and software to determine that supporting documentation has been received for underwriting approval.
  • Review all loan documentation for accuracy and communicate results of processing and loan document issues to the loan originator within the communication timeline.
  • Prepare initial disclosure packages and ensure delivery to the borrowers within regulatory and bank performance requirements time frame of application.
  • Perform file set-up for the files assigned.
  • Prepare Adverse Action Notices.
  • Reviews pipeline report daily and maintains a minimum pipeline of 30 HELOC Lines of Credit. Responsible for processing and documenting each file within closing deadlines.
  • Orders and reviews for accuracy all supporting documentation such as appraisals, flood determinations, tax transcripts, credit reports, social security verifications, payoff statements and title commitments from approved vendors.
  • Communicate professionally with borrowers, loan originators, underwriters, closers, third-party vendors on loan status updates and requirements necessary to properly document the software and prepare loan documents utilizing the procedures and timeline on the communication flowchart.
  • Reviews title commitments upon receipt. Obtains necessary endorsements or documents to ensure clear title and requests any updates.
  • Completes a pre-QC of loan documents prior to sending loan documents to the lenders.
  • Ensures final verification of employment is done prior to closing.
  • Completes funding on all assigned loan files.
  • Accurately completes HMDA information on all assigned loan files.
  • Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management.
  • Complete assigned courses that pertain to your success in your career.
Requirements
  • 1+ Years Mortgage Banking Experience
  • In addition to knowledge normally acquired through a general high school education, work requires technical knowledge and should have one year experience in banking.
  • Home equity experience is a plus. This includes comfort using mortgage loan processing and preparation software and the ability to learn new software.
  • Above average typing and computer skills using Microsoft Office software Outlook and Excel.
  • Demonstrate understanding of federal and state consumer compliance regulations as they relate to disclosing and closing residential mortgage loans.
  • Ability to demonstrate knowledge of Federal and State real estate lending guidelines regarding compliance of RESPA, Regulation Z, Regulation B, HMDA, ECOA, FCRA.
  • A high degree of professional customer service is needed for this position to project the customer focus of the bank, including effective oral and written communication skills, sensitivity, judgement and initiative.
  • Frequently involves contact with loan originators, customers and authorized third parties to obtain confidential information, which is often time sensitive.
  • Ability to interact collaboratively with a positive attitude to establish and maintain effective working relationships.
  • Must have the ability to prioritize multiple work assignments to meet scheduled loan closing dates while providing updates on open issues related to the transaction within the communication timeline.
  • Must be able to work independently, remember and recall a wide variety of information regarding retail lending requirements.
  • Proficient in MS Word, Excel and Outlook. Ability to navigate a windows operating system and navigate web-based programs.
  • Ability to maintain confidentiality of customer files.
  • Requires constant alertness and continuous mental application where attention to detail and accuracy is essential.
Equipment to be Used
  • Must be able to operate computer and other office equipment.
Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.

  • Home Equity Loan Processor

    21 hours ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Home Equity Loan Processor to join our team at Tri City National Bank. As a key member of our mortgage loan operations team, you will be responsible for processing and ensuring the completion of disclosure and loan documentation for HELOC Lines of Credit.Key ResponsibilitiesProcess and prepare...

  • Mortgage Loan Processor

    13 hours ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    Job SummaryWe are seeking a highly skilled Mortgage Loan Processor to join our team at Tri City National Bank. As a Mortgage Loan Processor, you will be responsible for ensuring accurate and compliant loan files are submitted to underwriting for loan approval.Key ResponsibilitiesProcess and review residential loan applications to verify completeness and...

  • Senior Mortgage Loan Processor

    2 weeks ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    Position Overview:Invest In You Tri City National Bank is committed to being a community-focused financial institution. We prioritize customer satisfaction, cultivate relationships, and enhance community well-being. Our collaborative work environment encourages personal and professional growth for dedicated individuals. We celebrate achievements and offer...

  • Senior Mortgage Loan Processor

    1 week ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    Position Overview:Invest In You Tri City National Bank is dedicated to serving our community with integrity and excellence. We prioritize customer relationships and foster a collaborative environment that encourages professional growth. Our commitment to outstanding service, paired with comprehensive banking solutions, empowers our customers to achieve their...

  • Senior Mortgage Loan Processor

    1 week ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    Position Overview:Invest In You Tri City National Bank is dedicated to serving our community. We prioritize customer satisfaction, cultivate strong relationships, and promote a collaborative environment. Our team thrives on recognizing achievements and enjoying comprehensive benefits. We seek individuals who resonate with our mission, embrace continuous...

  • Mortgage Loan Processor

    2 months ago

    Milwaukee, United States Wisconsin Title Closing & Credit Services Full time

    Job DescriptionJob DescriptionWe are looking for an energetic real estate Processor / Closer with great organizational skills. Working knowledge of the title industry is preferred, but not requiredJob Duties include:order and calculate payoffs, taxes and water billspreparation of buyer and seller closing statements, coordinating and scheduling closing times...

  • Mortgage Loan Processor

    2 weeks ago

    Milwaukee, United States Wisconsin Title Service Full time $20 - $25

    Job DescriptionJob DescriptionWe are looking for an energetic real estate Processor / Closer with great organizational skills. Working knowledge of the title industry is preferred, but not requiredJob Duties include:Order and calculate payoffs, taxes and water billsPreparation of buyer and seller closing statements, coordinating and scheduling closing times...

  • Mortgage Loan Closer

    11 hours ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Loan Closer to join our team at Tri City National Bank. As a key member of our residential mortgage department, you will be responsible for managing a pipeline of loan closings, ensuring timely and accurate completion of loan documents, and providing exceptional customer service to our clients.Key...

  • Financial Services Processor

    7 days ago

    Madison, Wisconsin, United States UW Credit Union Full time

    Job SummaryUW Credit Union is seeking a highly organized and detail-oriented Financial Services Processor to join our Consumer Lending Department. As a key member of our team, you will play a crucial role in ensuring the timely and accurate processing of consumer loans.Key ResponsibilitiesMonitor loan operating system disbursement queue to maintain service...

  • Lead Loan Consultant

    2 weeks ago

    Milwaukee, Wisconsin, United States Envoy Mortgage Full time

    Location: RemoteOverviewAs a Senior Mortgage Originator at Envoy Mortgage, we prioritize delivering exceptional service, robust support, and advanced tools, all aimed at one mission: Enhancing Lives. By actively listening to our originators and utilizing our resources, we cultivate a work atmosphere that is conducive to success while remaining a leading...

  • HELOC Line of Credit Specialist

    7 days ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Home Equity Loan Processor to join our team at Tri City National Bank. As a key member of our mortgage loan operations team, you will be responsible for processing and ensuring completion of disclosure and loan documentation for HELOC Lines of Credit.Key ResponsibilitiesProcess and prepare loan...

  • Experienced Mortgage Loan Specialist

    2 weeks ago

    Milwaukee, Wisconsin, United States Envoy Mortgage Full time

    Location: Milwaukee, WisconsinOverview:As a Senior Mortgage Originator at Envoy Mortgage, we are dedicated to providing exceptional service, comprehensive support, and advanced tools aimed at enhancing lives. By actively listening to our originators and utilizing our resources, we foster a work environment that is geared towards success while maintaining our...

  • Mortgage Loan Originator

    2 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    About Johnson Financial Group LLCWe are a leading financial services company dedicated to providing exceptional customer experiences. Our team of experts is passionate about helping individuals and families achieve their financial goals.Our Mortgage Loan OfficersAre you looking for a challenging and rewarding career in finance? Do you have a passion for...

  • Mortgage Loan Closer

    20 hours ago

    Milwaukee, Wisconsin, United States Tri City National Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Loan Closer to join our team at Tri City National Bank. As a Mortgage Loan Closer, you will be responsible for managing a pipeline to ensure all loans are closed in a timely manner and in accordance with the bank's and/or investors' requirements.Key ResponsibilitiesCollaborate with loan processor, loan...

  • Residential Mortgage Specialist

    1 week ago

    Milwaukee, Wisconsin, United States Johnson Financial Group Full time

    About the RoleAt Johnson Financial Group, we're seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for originating residential mortgage loans, generating new business, and promoting mortgage products and services to clients and referral sources.Key ResponsibilitiesOriginate residential...

  • Business Loan Closer

    2 months ago

    Milwaukee, United States The Symicor Group Full time

    Business Loan Closer - To $60K - Milwaukee, WI - Job # 3343 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...

  • Branch Manager

    4 months ago

    Milwaukee, United States Jet Direct Mortgage Full time

    Job DescriptionJob DescriptionSalary: The Mortgage Banker Branch Manager (MBBM) proactively oversees MLO’s that solicits new residential mortgage business. In this on-going Mortgage Banker Branch Manager role, that you would continually identify, develop and maintain a quality network of business relationships that serves as a recurring source of referrals...

  • Senior Associate

    6 days ago

    Milwaukee, Wisconsin, United States Prime Headhunting & Recruiting, Inc. Full time

    Job Opportunity: Senior Associates for Growing Financial Services and Corporate Law FirmAbout Us:We are a premier executive search firm collaborating with a dynamic consumer financial services and corporate law firm that is actively expanding. We are seeking Senior Associates with substantial transferable books of business to join this forward-thinking,...

  • Senior Mortgage Originator

    2 weeks ago

    Milwaukee, Wisconsin, United States Envoy Mortgage Full time

    Location: RemoteOverviewAs a Senior Mortgage Originator at Envoy Mortgage, we are dedicated to providing exceptional service, comprehensive support, and advanced tools to help you succeed. Our mission is to enhance lives by actively listening to our originators and utilizing our resources to foster a productive work environment. This commitment has earned us...

  • Home Health Nurse Specialist

    5 days ago

    Milwaukee, Wisconsin, United States Compassus Full time

    About the RoleWe are seeking a skilled and compassionate Home Health Registered Nurse to join our team at Compassus. As a Home Health Registered Nurse, you will play a vital role in providing high-quality patient care and support to individuals in the comfort of their own homes.Key ResponsibilitiesProvide comprehensive nursing care to patients in their...