- Liberty Bank (Middletown, CT)
- …home equity loan , or HELOC). This includes working with borrowers directly (via phone or in-person), loan originators, and loan support staff to obtain ... ensuring files meet each agency requirements. + Run AUS system and match findings to Loan Operating System ensuring accuracy of information submitted.… more
- Needham Bank (Amesbury, MA)
- …loan sourcing network for generating future business + Personally respond to phone inquiries concerning loan products, and services + Communicate with ... and help to identify and serve the community's financial needs through home loan counseling, real estate seminars and by participating in and promoting the Bank's… more
- Bank of America (Jacksonville, FL)
- …+ Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications + Ensures compliance with ... Client Direct Auto Loan Officer (Call Center -1st & 2nd shift/...partners as necessary on collaborative solutions + Uses computerized system for tracking information gathering and follow-up of assigned… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …information and provide a superior lending experience for external customers through phone interaction and email. Primary loan facilitator for external customers ... loan products + Ensure accurate, complete, and timely loan data on processing and underwriting system ...and closing procedures + In-depth knowledge and understanding of loan application and underwriting systems + Previous… more
- Truist (Richmond, VA)
- … documentation issues, loan balances, payments, charges and customer liability on all loan systems . * Bankruptcy Phone Team Specialists with no prior ... I roll. this role is part of the Bankruptcy phone team-will talk to bankruptcy clients and will work...to complete them accurately by pulling needed information for loan systems and/or account documentation. 3. Communicate… more
- TD Bank (Greenville, SC)
- …underwriter + Contacts customers to collect and review additional information needed to close the loan as necessary + Answers phone calls in queue as well as ... lending staff as needed + Assists in testing new systems and documentation software + Collects and reviews all...loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and… more
- The Bank of New Glarus (Juda, WI)
- …have a strong understanding of the Bank's core loan system , loan documentation software, and other supporting systems , such as the Bank's tickler ... not limited to, record data input, maintenance to various systems , monitoring accuracy of loan reports, preparation...and completing the renewal work on the Bank's core loan system . b. Prepare loan … more
- Chartway Federal Credit Union (Salt Lake City, UT)
- …portfolio. By engaging with clients through various channels-including in-person meetings, phone calls, and digital outreach-the Commercial Loan Officer plays ... leads, loan application data, and documents into loan origination system for processing. + Assist...and enter loan application data into commercial loan origination systems . + Understanding of NCUA… more
- Main Street Bank (Marlborough, MA)
- …and equity lending. + Conduct initial and ongoing HMDA reviews within LOS/POS systems to validate loan data, ensuring accuracy for regulatory reporting and ... compliance with CFPB standards. + Maintain working knowledge of loan origination and processing systems , supporting the...the revenue of the institution EQUIPMENT REQUIRED: + Smart Phone - To enable the MFA (Multi Factor Authentication)… more
- Great Southern Bank (Springfield, MO)
- …Essential Duties and Responsibilities + Reviews and verifies the accuracy of HMDA data within loan origination systems and the loan files for all bank ... the time. + Works to review and maintain a Loan Operations compliance management system , ensuring full...via various types of correspondence, such as, in person, phone , email, letters, etc. Adheres to all company policies… more