Current jobs related to Residential Lending Client Specialist - Stuart, Florida - Seacoast Bank

  • Residential Cleaning Specialist

    1 week ago

    Stuart, Florida, United States Molly Maid Full time

    Job OverviewMolly Maid is seeking a skilled Residential Cleaning Specialist to join our team. As a key member of our cleaning team, you will be responsible for providing exceptional cleaning services to our clients.Key ResponsibilitiesPerform thorough and detailed cleaning services, including mopping, vacuuming, dusting, and sanitizing.Communicate...

  • Mortgage Financing Advisor

    2 months ago

    Stuart, Florida, United States Seacoast Bank Full time

    The Residential Lending Specialist plays a crucial role in promoting Seacoast Bank's home financing solutions beyond the bank's premises. This position focuses on cultivating referral networks with real estate professionals, builders, site agents, and other external sources. Additionally, the specialist will foster connections with internal business...

  • Flood Specialist

    4 weeks ago

    Stuart, Florida, United States Seacoast Bank Full time

    Job Title: Flood SpecialistSeacoast Bank is seeking a highly skilled Flood Specialist to join our team. As a key member of our Loan Operations department, you will be responsible for ensuring compliance with the Flood Disaster Protection Act (FDPA) and Reg H.Key Responsibilities:Perform quality assurance reviews to ensure compliance with FDPA and Reg...

  • Senior Loan Recovery Specialist

    3 days ago

    Stuart, Florida, United States Seacoast Bank Full time

    Job Summary:The Senior Loan Recovery Specialist at Seacoast Bank is responsible for managing troubled borrower relationships and/or adversely graded loans within the Bank's loan portfolio of diverse size and complexity. This role involves regular direct interactions and negotiation with borrowers, legal counsel, as well as working closely with Bank loan...

  • Mortgage Loan Originator

    4 weeks ago

    Stuart, Florida, United States Seacoast Bank Full time

    Mortgage Loan Officer Job DescriptionThe Mortgage Loan Officer is a key role at Seacoast Bank, responsible for driving business development and growth in the residential lending space. This position requires a strong presence in the Hillsborough and Pinellas county markets, with a focus on building relationships with realtors, builders, and other external...

  • Mortgage Loan Originator

    4 weeks ago

    Stuart, Florida, United States Seacoast Bank Full time

    Mortgage Loan Officer Job DescriptionSeacoast Bank is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for marketing our residential products outside the Bank, developing referral relationships with realtors, builders, and other outside sources, and building relationships with internal line...

  • Mortgage Loan Originator

    1 month ago

    Stuart, Florida, United States Seacoast Bank Full time

    Mortgage Loan Officer Job DescriptionSeacoast Bank is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for marketing our residential products outside the Bank, developing referral relationships with realtors, builders, and other outside sources, and building relationships with internal line...

  • Mortgage Loan Originator

    1 week ago

    Stuart, Florida, United States Seacoast Bank Full time

    Mortgage Loan Officer Job DescriptionSeacoast Bank is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for marketing our residential products outside the bank, developing referral relationships with realtors, builders, and other outside sources, and building relationships with internal line...

  • Business Banking Senior Relationship Manager

    1 week ago

    Stuart, Florida, United States Bank of America Full time

    Job Title: Senior Relationship Manager Business BankingJob Summary:We are seeking a Senior Relationship Manager Business Banking to join our team. As a Senior Relationship Manager Business Banking, you will be responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.Key Responsibilities:Serving as...

  • Mortgage Loan Originator

    2 months ago

    Stuart, Florida, United States Seacoast Bank Full time

    Job SummaryThe Mortgage Loan Officer is a key role at Seacoast Bank, responsible for marketing our residential products outside the Bank and developing referral relationships with realtors, builders, and other outside sources. This position requires building relationships with internal line of business partners to deepen existing Seacoast Bank...

  • Engineering Compliance Specialist

    2 weeks ago

    Stuart, Florida, United States Martin County, FL Full time

    Job SummaryWe are seeking a highly skilled Engineering Compliance Specialist to join our team at Martin County, FL. The successful candidate will be responsible for coordinating, managing, and reviewing various activities related to the planning, design, and construction of capital or development projects.Key ResponsibilitiesReview and interpret proposed...

  • Behavioral Health Specialist

    2 weeks ago

    Stuart, Florida, United States Banyan Full time

    Job Title: Behavioral Health SpecialistBanyan Treatment Centers is seeking a skilled Behavioral Health Specialist to join our team in Stuart, Florida. As a key member of our treatment team, you will play a vital role in providing exceptional care to our clients.Job Summary:The Behavioral Health Specialist will work closely with clients, nursing staff, and...

  • Nursing Program Specialist

    4 weeks ago

    Stuart, Florida, United States My Florida Corp Defunct Full time

    Nursing Program Specialist Job DescriptionThis is a professional nursing position with the Department of Health in Martin County. The successful candidate will work collaboratively with clinic physicians and APRNs, coordinating activities, aiding, and providing backup as appropriate to ensure the overall effectiveness of nursing and Public Health...

  • Nursing Program Specialist

    2 weeks ago

    Stuart, Florida, United States My Florida Corp Defunct Full time

    Nursing Program Specialist Job DescriptionThis is a professional nursing position with the Department of Health in Martin County. The successful candidate will work collaboratively with clinic physicians and APRNs, coordinating activities, aiding, and providing backup as appropriate to ensure the overall effectiveness of nursing and Public Health...

  • Nursing Program Specialist

    3 weeks ago

    Stuart, Florida, United States My Florida Corp Defunct Full time

    Job Title: Nursing Program SpecialistJoin our team as a Nursing Program Specialist at the Martin County Health Department. As a key member of our public health team, you will play a vital role in providing high-quality healthcare services to our community.Responsibilities:Provide nursing support in the clinic area by assisting providers with exams,...

  • Family Services Specialist I

    2 weeks ago

    Stuart, Florida, United States Commonwealth of Virginia Full time

    Job Title: Family Services Specialist IAt the Commonwealth of Virginia, we are seeking a highly motivated and dedicated Family Services Specialist I to join our team.Job Summary:The Family Services Specialist I represents the entry-level employees working under close supervision while being trained in program areas such as Adult/Adult Protective Services,...

  • Nursing Program Specialist

    4 weeks ago

    Stuart, Florida, United States State of Florida Full time

    Job Title: Nursing Program SpecialistJoin the State of Florida team as a Nursing Program Specialist, where you will play a vital role in promoting public health and wellness in Martin County.Job Summary:This is a professional nursing position that requires collaboration with clinic physicians and APRNs to coordinate activities, provide support, and ensure...

  • Commercial HVAC Service Specialist

    2 weeks ago

    Stuart, Florida, United States MARX COMMERCIAL AIR LLC Full time

    Job OverviewMarx Commercial Air LLC is seeking a skilled Commercial HVAC Service Specialist to join our team. The ideal candidate will have strong technical skills, extensive experience in commercial HVAC, and a commitment to delivering exceptional service to our clients.Key Responsibilities:Install, troubleshoot, repair, and maintain commercial HVAC...

  • Family Services Specialist II

    2 weeks ago

    Stuart, Florida, United States Commonwealth of Virginia Full time

    Job Title: Family Services Specialist IIHiring Range: $36,993 to Based on ExperienceFull Time or Part Time: Full TimeJob Summary:The Family Services Specialist II is a critical role in the Commonwealth of Virginia's human services department. This position requires a strong understanding of social work principles and practices, as well as the ability to...

  • Veterinary Care Specialist

    3 days ago

    Stuart, Florida, United States MBC Talent Connections Full time

    About the role: Veterinary Care SpecialistWe are seeking a dedicated Veterinary Care Specialist to join our team at MBC Talent Connections. Our client, a well-established and modern veterinary practice in Stuart, Florida, is looking for a skilled professional to provide comprehensive care in wellness, dentistry, internal medicine, and orthopedic...

Residential Lending Client Specialist

2 months ago

Stuart, Florida, United States Seacoast Bank Full time
Job Overview

POSITION SUMMARY:

The Client Support Advocate will collaborate with Residential Lenders and their clientele, overseeing the process from initial Submission to Mortgage Operations through to Clear to Close. This role encompasses the collection and assessment of documentation from borrowers and third parties to ensure compliance with product and program standards. The Client Support Advocate maintains proactive communication through various channels, including phone, text, and email, to address the needs of all parties involved. Building trust and confidence through transparency, integrity, and authenticity is essential.

KEY RESPONSIBILITIES:

Processing Duties

  • Execute clerical and administrative tasks, including preparing, reviewing, and following up on customer applications for residential real estate financing.
  • Confirm that applications are complete and accurate.
  • Monitor the process and follow up on any necessary documentation from borrowers.
  • Request and analyze information from third parties such as Credit, AUS, realtors, etc.
  • Possess thorough knowledge of FNMA and Freddie Mac guidelines; familiarity with FHA and VA guidelines is advantageous.
  • Prepare files for underwriting by ensuring that documentation from the Mortgage Loan Officer and/or client aligns with AUS findings or meets specialized program criteria and adheres to investor requirements.
  • Address and fulfill any underwriting conditions following the initial loan decision and resubmit loan files for final approval.
  • Maintain ongoing communication with Residential Loan Officers, applicants, and other stakeholders regarding the status of loan applications, thereby enhancing customer relations and facilitating smooth and timely real estate processing and closing transactions.
  • Keep accurate and updated tracking of pending conditions within the Mortgage Director system for the client's loan.
  • Responsible for resolving customer inquiries.
  • Effectively manage detailed instructions under pressure and handle a higher volume of complex issues.
  • Perform additional duties as assigned by the Mortgage Operations Manager.
  • Ensure compliance with regulations within the Mortgage Director system to guarantee timely issuance of Re-disclosures.

Pre-Closing Duties

  • Upon loan approval, review the Loan Approval Authorization to verify the accuracy of closing requirements based on the specific loan transaction type, including purchases, refinances, and construction loans.
  • Verify and/or update loan closing information within the Mortgage Director system.
  • Prepare and send a loan commitment letter to the borrower detailing the terms of the loan approval and all closing requirements, ensuring the Mortgage Loan Officer is copied. Notify the closing agent of the loan approval and status change to Closing.
  • Follow up with service providers to obtain all necessary inspections and documentation to meet loan approval conditions.
  • Examine each closing requirement upon receipt to verify accuracy and ensure documentation supports the loan approval in accordance with guidelines.
  • Review the title commitment issued by the closing agent to confirm compliance with requirements for acceptable, clear title. Responsible for obtaining a Closing Protection Letter from the closing agent for the issuing Underwriter.
  • Coordinate the Closing Date with the Closing Agent and Client to ensure timely closing.
  • Utilize the Mortgage Director system to regularly update and monitor the progress of loan closing requirements, ensuring continuity in the closing process.
  • Once all conditions are satisfied and approved, move the file to Clear to Close Status for package preparation.
  • Notify the closing agent when the file has been Cleared to Close and communicate that the Loan Closer will contact them upon package preparation to ensure continuity of communication.
  • Ensure adherence to all AML/BSA requirements, operational procedures, and regulatory banking requirements, including the Fair Housing Act and Equal Credit Opportunity Act; communicate updates to associates and follow up on audit deficiencies.
  • Adhere to the organization's Code of Conduct.

EDUCATION AND EXPERIENCE:

  • High School diploma or equivalent required.
  • 2–4-year college degree preferred.
  • Minimum of two years' experience in administrative or government loan processing preferred.
  • Minimum of one year experience in conventional loan processing preferred.
  • Demonstrate strong communication (written and verbal) and interpersonal skills.
  • Able to work independently and demonstrate a high degree of initiative.
  • Proficient in using Desktop, Laptop, Tablet, and Smartphone devices, as well as Microsoft Office Suite software.

The above statements are intended to describe the general nature and level of work performed by individuals assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.