Operations/Loan Specialist
2 weeks ago
Responsibilities:
• Accurately process customer credit applications in a timely manner
• Maintain and update customer credit records to ensure accuracy
• Respond to loan and withdrawal queries from clients, participants, and staff in a knowledgeable and proactive manner
• Conduct quality reviews of loan and withdrawal packages prior to dispatch to clients
• Monitor ongoing loans and distributions and execute necessary follow-ups
• Develop an understanding of pension plan documents to ascertain individual plan specifications
• Regularly review loans and withdrawals to ensure compliance and accuracy
• Conduct technical research to answer queries as necessary
• Identify opportunities for improving the loan and withdrawal process
• Maintain the accuracy and completeness of the Loan & Withdrawal (L& W) logs
• Provide backup to other teams as necessary to maintain smooth operations.• Minimum of 2 years experience in a similar role within the financial services industry
• Proficiency in ADP - Financial Services
• Experience with CRM systems
• Proficient in data processing techniques
• Familiarity with Epic Software
• Knowledge of ERP - Enterprise Resource Planning
• Ability to use About Time software
• Experience in auditing processes
• Skilled in check processing tasks
• Excellent communication skills
• Knowledge of compliance regulations in the financial services sector
-
Operations/Loan Specialist
2 weeks ago
Westlake Village, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a contract to permanent employment opportunity for an Operations/Loan Specialist in the Financial Services industry based in Westlake Village, California, United States. The successful candidate will be responsible for a range of duties, including processing and reviewing loan applications, responding to customer...
-
Mortgage Loan Specialist
1 month ago
Westlake Village, California, United States HCLTech Full timeMortgage Loan Processor Job DescriptionHCLTech is a global outsourcing company with a presence in 53 countries, offering a competitive base salary with uncapped incentives and industry-leading benefits. We are seeking a skilled Mortgage Loan Processor to join our team.Key Responsibilities:Validate loan applications by gathering information from third-party...
-
Mortgage Loan Specialist
4 weeks ago
Westlake Village, California, United States HCLTech Full timeSenior Mortgage Loan UnderwriterHCLTech is a global outsourcing company with a presence in 53 countries, offering a competitive base salary with uncapped incentives and industry-leading benefits. We are seeking a skilled Senior Mortgage Loan Underwriter to join our team.Key Responsibilities:Conduct thorough analysis of loan files to ensure compliance with...
-
Consumer Loan Servicing Specialist
4 weeks ago
Westlake, Ohio, United States First Federal Lakewood Full timeJob SummaryWe are seeking a highly skilled Consumer Loan Servicing Specialist to join our team at First Federal Lakewood. As a key member of our loan servicing team, you will be responsible for providing exceptional customer service and ensuring the smooth operation of our consumer loan portfolio.Key ResponsibilitiesCustomer Service: Engage with customers by...
-
Consumer Loan Servicing Specialist
2 weeks ago
Westlake, Ohio, United States First Mutual Holding Company Full timeJob Title: Consumer Loan Servicing SpecialistAt First Mutual Holding Company, we are seeking a highly skilled Consumer Loan Servicing Specialist to join our team. As a key member of our loan servicing team, you will be responsible for providing exceptional customer service to our consumers, ensuring timely and accurate loan servicing, and collaborating with...
-
Consumer Loan Servicing Specialist
2 weeks ago
Westlake, Ohio, United States First Mutual Holding Co. Full timeJob SummaryThe Consumer Loan Servicing Specialist is a key role within our organization, responsible for the day-to-day servicing of auto and marine loans. This position requires strong communication and problem-solving skills, as well as the ability to work effectively with customers and internal teams.Key ResponsibilitiesEngage with customers to provide...
-
Consumer Loan Servicing Specialist
1 week ago
Westlake, Ohio, United States First Mutual Holding Company Full timeJob Summary:The Consumer Loan Servicing Specialist is responsible for the day-to-day servicing of auto and marine loans. This role involves engaging with customers to provide excellent customer service, responding to inquiries, and resolving issues related to loan accounts. The ideal candidate will have a strong understanding of lending laws and regulations,...
-
Loan Processing Assistant
1 week ago
Westlake Village, California, United States Western Alliance Bank Full timeJob Title: Loan Processing Assistant Location: CA - Westlake Village Job Summary: We are seeking a highly organized and detail-oriented Loan Processing Assistant to join our team at Western Alliance Bank. As a Loan Processing Assistant, you will play a critical role in assisting the Sr. Loan Processor with obtaining 3rd party documentation for the loan...
-
Consumer Loan Servicing Specialist
1 week ago
Westlake, Ohio, United States First Federal Lakewood Full timeJob SummaryThe Consumer Loan Servicing Specialist is responsible for the day-to-day servicing of auto and marine loans and assisting customers with consumer loan inquiries and issues.Key ResponsibilitiesEngage with customers to provide excellent customer service and respond to consumer loan inquiries related to account status, payments, and other...
-
Consumer Loan Servicing Specialist
2 weeks ago
Westlake, Ohio, United States First Mutual Holding Company Full timeJob SummaryThe Consumer Loan Servicing Specialist is a key role within our organization, responsible for the day-to-day servicing of auto and marine loans. This position requires strong communication and problem-solving skills to provide excellent customer service and resolve consumer loan inquiries and issues.Key ResponsibilitiesEngage with customers via...
-
Mortgage Loan Processor
4 weeks ago
Westlake Village, California, United States HCLTech Full timeJob OverviewWe are seeking a highly skilled Mortgage Loan Processor to join our team at HCLTech. As a Mortgage Loan Processor, you will play a critical role in ensuring the smooth processing of mortgage loans from application to closing.Key ResponsibilitiesValidate loan applications by gathering information from third-party resources and verifying asset and...
-
Mortgage Loan Processor
1 week ago
Westlake Village, United States HCLTech Full timeHCLTech is hiring! We are a global outsourcing company with over 250,000 employees in 53 countries. We offer a competitive base salary with uncapped incentives, industry-leading benefits at very low cost to our employees- including comprehensive medical plans, dental, vision, 401K with employer matching, paid vacation, and much, much moreMortgage Loan...
-
Mortgage Loan Processor
1 month ago
Westlake Village, United States HCLTech Full timeHCLTech is hiring! We are a global outsourcing company with over 250,000 employees in 53 countries. We offer a competitive base salary with uncapped incentives, industry-leading benefits at very low cost to our employees- including comprehensive medical plans, dental, vision, 401K with employer matching, paid vacation, and much, much moreMortgage Loan...
-
Mortgage Loan Processor
3 weeks ago
Westlake Village, United States HCLTech Full timeHCLTech is hiring! We are a global outsourcing company with over 250,000 employees in 53 countries. We offer a competitive base salary with uncapped incentives, industry-leading benefits at very low cost to our employees- including comprehensive medical plans, dental, vision, 401K with employer matching, paid vacation, and much, much moreMortgage Loan...
-
Mortgage Loan Processor
1 month ago
Westlake Village, United States HCLTech Full timeHCLTech is hiring! We are a global outsourcing company with over 250,000 employees in 53 countries. We offer a competitive base salary with uncapped incentives, industry-leading benefits at very low cost to our employees- including comprehensive medical plans, dental, vision, 401K with employer matching, paid vacation, and much, much more Mortgage Loan...
-
Loan Processing Assistant
2 weeks ago
Westlake Village, California, United States Western Alliance Bank Full timeJob Title: Loan Processing Assistant Job Summary: We are seeking a highly organized and detail-oriented Loan Processing Assistant to join our team at Western Alliance Bank. As a Loan Processing Assistant, you will play a critical role in assisting the Sr. Loan Processor with obtaining 3rd party documentation for the loan file. Your primary function will be...
-
Consumer Loan Servicing Specialist
2 weeks ago
Westlake, Ohio, United States First Mutual Holding Co. Full timeJob SummaryWe are seeking a highly skilled Consumer Loan Servicing Specialist to join our team at First Mutual Holding Co. This role is responsible for the day-to-day servicing of auto and marine loans, as well as assisting customers with consumer loan inquiries and issues.Key ResponsibilitiesCustomer Service: Engage with customers by phone, email, and mail...
-
Mortgage Loan Closer
1 month ago
Westlake Village, United States HCLTech Full timeHCLTech is hiring! We are a global outsourcing company with over 250,000 employees in 53 countries. We offer competitive base salary with uncapped incentives, industry-leading benefits at very low cost to our employees- including comprehensive medical plans, dental, vision, 401K with employer matching, paid vacation, and much, much more.Role-Mortgage Loan...
-
Mortgage Loan Closer
3 weeks ago
Westlake Village, United States HCLTech Full timeHCLTech is hiring! We are a global outsourcing company with over 250,000 employees in 53 countries. We offer competitive base salary with uncapped incentives, industry-leading benefits at very low cost to our employees- including comprehensive medical plans, dental, vision, 401K with employer matching, paid vacation, and much, much more.Role-Mortgage Loan...
-
Consumer Loan Servicing Specialist
1 month ago
Westlake, United States First Federal Lakewood Full timeJob DescriptionJob DescriptionDescription:Position Summary:The Consumer Loan Servicing Specialist is responsible for the day-to-day servicing of auto and marine loans and assisting customers with consumer loan inquiries and issues. Duties and Responsibilities:Engages with customers by phone, email, and mail to provide excellent customer service when...