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    • JOB SUMMARY
      The HR Coordinator position, is part of the Administration and Human Resources team, s/he will be responsible for a wide range of operational functions in support of all CHM & TCC locations.

       

      RESPONSIBILITIES

      • Responsible for the overall compliance with state and federal laws as they relate to payroll, benefits, and employment practices. 
      • Works closely with management on the creation of employment offers.
      • Provides employee data base and employee files administration and management. 
      • Administers electronic time keeping system (set-up new employees, schedules, pay codes, etc., as needed), and provides training to new and existing employees and managers.
      • Maintains relationship with payroll for relevant personnel/payroll change notifications. 
      • Supports payroll with setting up new states tax/unemployment accounts.
      • Assists with employee relations at employee, supervisor and management levels. 
      • Utilizing HRIS system prepares management reporting as requested. 
      • Maintains weekly and monthly headcounts and location capicity availability for management.
      • Provides data entry for Human Resources data base management (HRIS). 
      • Administers Affirmative Action and EEOC reports as required.
      • Aid managers with performance evaluations and improvement plans.
      • Conducts new employee orientations to include welcoming, required payroll and new hire paperwork (HR coordinator handles new hire inputting and outgoing information but training handles orientation)
      • Assists with maintaining employee performance evaluation system. 
      • Assists with employee benefit questions.
      • Assists with the roll out of new benefit programs, plans, employee education meetings and feedback surveys.
      • Assists the VP Administration with rolling-out corporate-wide HR programs. 
      • The HR Coordinator is also an active member of the HR team in defining, creating, establishing and promoting all main functions associated with Human Resources to include, recruitment and hiring, administration of benefits and benefit programs, employee data base administration and employee relations and development. 
      • Compensation analysis as needed.
      • New state setup (taxes, work comp, unemployment) as needed.
      • Sick Time, Vacation & Overtime– reporting as required.
      • Worker’s Compensation – add/remove locations as needed.
      • Process verifications of employment.
      • Other responsibilities and tasks as needed within the HR team.


      QUALIFICATIONS

       

      Eligibility Requirements
       

      • Works on problems where analysis of data requires evaluation of identifiable factors. 
      • Exercises judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. 
      • Must demonstrate appropriate levels of discretion and confidentiality. 
      • Excellent interpersonal, communication (written, verbal and presentations) project management and integration skills. 
      • Bachelor’s Degree in Human Resources preferred
      • High School degree or equivalent in related field 
      • 5+ years experience in Human Resources at an administrator level and in-depth knowledge of applicable HR laws, policies and practices.
      • Excellent Microsoft Office skills (Word, Excel, PowerPoint)
      • Considerable knowledge of HRIS systems 

       

      Working Conditions:
      Standard office environment including work at a computer terminal. Work involves extended periods of sitting, occasional walking and lifting up to 10 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

       

      Work Authorization:
      Must be able to verify identity and employment eligibility to work in the United States of America.

      JOB SUMMARY
       

      The General Counsel will handle day-to-day legal matters, draft and review contracts, advise on investor agreements, and litigation matters.

      RESPONSIBILITIES

      • Advise Board of Directors and Senior Management on various legal matters, existing and new laws
      • Review and create draft agreements, contracts, nondisclosure agreements, employment and vendor agreements
      • Maintain knowledge of operations and legal documents
      • Conduct legal research, provide strategy and manage litigation strategy
      • Handle statutory filings, such as licensing forms
      • Participate on regulatory, state, and agency examinations
      • Respond to regulatory, state, and agency examination reports
      • Be detail oriented and multitasker
      • Other duties as assigned


      QUALIFICATIONS

       

      Eligibility Requirements

      • JD degree 
      • 10 years experience
      • 5-10 years Mortgage Industry experience
      • Experience drafting and negotiating leases and contracts
      • Experience in entity formation and preserving business records
      • Excellent written and oral communication skills
      • Knowledge of statutes, rules, and regulations pertaining to mortgages and real estate
      • Proficient understanding of business sensitivities and confidentiality

      Working Conditions:
                  

      • Works in a typical office environment.

      Position Overview:

      • Ensures compliance with applicable federal, state and local consumer protection, fair lending laws, and other banking regulations.
      • Conducts appropriate research, performs analysis, and provides recommendations to management
      .

      Essential Functions and Basic Duties:

      Provides support and guidance to lines of business and senior management to ensure compliance with all applicable regulations. 

        • Researches, reviews, and interprets policies, procedures, forms, disclosure notifications and documents and communicates requirements to applicable departments and managers.
        • Acts as a resource to all unts and assists them in interpreting compliance regulations
        • Provides guidance, advice and training via written or oral communication.
        • Develops, recommends, and obtains approval for, appropriate policies and procedures.
        • Performs tasks related to conducting compliance reviews and audits, in accordance with established schedule.  Ensures all departments are in compliance and monitors areas requiring improvement.
        • Ensures appropriate posters are posted in appropriate locations.

      Acts as liaison with state examiners, agency auditors, and any other auditors.

        • Project plans any regulatory or external audit by coordinating the collection of requested documents prior, during and after any review.
        • Develops and produces query reports from bank customer database for compliance review; prepares reports for examiners as required.
        • Reviews corrective action(s) of deficiencies noted in Reports of Examination and Internal Audit reports and coordinates activities to ensure the required corrective action is taken.

      Coordinates training needs with the training department.

        • May track participation.
        • May follow up to ensure that training meets needs and that appropriate personnel is adequately trained in compliance issues. 

      Primary contact for third party quality control vendor for both prefunding and post-closing quality control. 

        • Ensures lines of business address findings timely and confirms remediation.
        • Develops and formally reports (QC) results to management. 
        • Ensures QC Plan is fully implemented and updated at least annually. 

      Oversees the customer complaint process. 

        • Manages the customer complaint log. 
        • Investigates all customer complaints and ensures prior action, escalation and reporting is completed. 

      Performs suspicious activity investigations. 

        • Responsible for replying to, investigating, and escalating any reported suspicious activity.
        • Manages the suspicious activity log.  

      Performs other duties as assigned.
       

      Supervisory/Management Responsibilities:

        • Performance planning, coaching, development and evaluation.
        • Recommends hire and fire decisions, and salary actions.

      Education:  

        • Graduation from accredited 4-year college or university with a degree in business, management or a related field, or equivalent experience.

      Required Knowledge:

        • Thorough knowledge of federal, state, and local banking regulations.
        • Thorough knowledge of quality control function for mortgages. 
        • Working knowledge of Bank Secrecy Act requirements.  

      Experience Required:

        • 5 to 8 years related compliance/mortgage experience in a financial services industry company of similar size and complexity.

      Skills/Abilities:

        • Strong computer skills with ability to effectively use related business applications.
        • Solid analytical and investigative skills.  
        • Strong oral and written communication and interpersonal skills. 

      Mental Requirements:  

        • Ability to gather, interpret and analyze data, draw conclusions and solve   practical problems.  
        • Deals with a variety of concepts and moderately complex variables.

      Physical Requirements:

        • Uses fingers and hands to make small movements, e.g. typing, using office equipment.  
        • Normal talking, seeing and hearing.  
        • Sedentary work; sits most of the time.

      Working Conditions:

        • Works in a typical office environment.
        • Manages the Quality Control (QC) function.

      Position Purpose:

      The Accountant is responsible for understanding, reviewing and approving the daily loan-level activity related to all loan sale transactions.  The position is required to pro-actively communicate with all persons and coordinate between all parties as needed to execute the function and to resolve any related discrepancies or issues.  Attention to detail is critical.  The Jr. Staff Accountant will be accountable for daily reporting of loan and cash activity and will need to work closely and compatible with the VP Controller as well as other members of management, operations, and the finance team. 

      Essential Functions and Basic Duties:

      Performs a variety of accounting functions, including, but not limited to the following:

        • Balances and processes monthly fixed asset reports.
        • Reconciles G/L accounts.
        • Processes payments for property taxes.
        • Posts depreciation amounts and schedules.
        • Balances and processes pre-paid expenditures.
        • Balances and processes loan loss reserve report.
        • Performs daily cash management activities.
        • Researches data for, and compiles, regulatory reports, as directed.
        • Assists management and other team members in preparation of audit and exam schedules.
        • Performs other duties as assigned.

      Qualifications

      Education

      • Four year agree from a reputable college

      Required Knowledge

      • Intermediate mathematical knowledge.
      • Basic knowledge of accounting and bookkeeping principles and procedures. 
      • Knowledge of personal computers and applicable software.

      Experience Required

      • 2-4 years related administrative, accounting or bookkeeping experience.    

      Skills/Abilities

      • Intermediate mathematical skills.
      • Attention to detail. 
      • Ability to operate a PC, including manipulation of word processing and spreadsheet programs.

      JOB SUMMARY

      The Accounts Payable Specialist is responsible for processing accounts payable invoices and payments in a timely and accurate manger.  In addition, the Accounts Payable Analyst will assist with month-end journal entries, account reconciliation, and special projects.

      RESPONSIBILITIES

      • Prepares invoice batches and inputs in the accounts payable module of the financial information system on a daily basis to ensure payments are processed in time for the weekly and monthly deadlines
      • Prepares and verifies deposits and posts cash receipts to accounts receivable.
      • Creates supplier records in the financial information system
      • Receives and organizes statements from vendors; checks vendor files for payment of any invoices listed outstanding and calls departments and or vendors in regard to any old outstanding invoices for verification of unpaid, lost, or billed invoices.
      • Journal entries and account reconciliations
      • Takes phone calls and answers any questions from departments or vendors in regards to invoice payments
      • Miscellaneous reporting/projects assigned by the Controller

      QUALIFICATIONS

      • Education/Work Experience
      • High school diploma with additional coursework in accounting/bookkeeping
      • At least 2 years’ relevant experience with processing invoices and checks.

      Core Skills/Knowledge

      • Basic mathematical knowledge.
      • Basic knowledge of accounting and bookkeeping principles and procedures. 
      • Working knowledge of personal computers with strong skills using Excel and other Microsoft Office software.
      • Familiarity with clerical practices, office procedures, and automated equipment.
      • Ability to perform computations with reasonable speed and accuracy.
      • Detail oriented with strong organizational skills. 
      • Good oral and written communication skills.
      • Ability to read and comprehend simple instructions, short correspondence, and memos.
      • Ability to write simple correspondence and to present information.
      • Ability to add and subtract and to multiply and divide in units of US currency.
      • Ability to apply common sense understanding to carry out detailed but uninvolved instructions.
      • Ability to deal with problems involving a few concrete variables in standardized situations.

      Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have a need for talented, experienced Branch Managers.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market

      Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have a need for talented, experienced Branch Managers.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market

      Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have a need for talented, experienced Branch Managers.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

       

      This position will have a very active day-to-day participation in the list of responsibilities below in addition to assigned projects. 

      Major Responsibilities:

      • Execute daily marketing campaigns and deliverables to support the Corporate marketing department’s goals and deadlines
      • Assist/support Loan Officers in executing daily tasks, campaigns, workflows in Jungo/Salesforce.
      • Help train and be the daily resource to ensure Loan Officers are successful with their Jungo seats.
      • Create new or update existing email campaigns in Act-On/Jungo
      • Maintain a calendar of campaigns by target audience to set up and deploy both via scheduled drips and one off blasts. Proactively define, get buy off & execute on time
      • Work with both internal and external designers and production to facilitate direct mail and onsite materials execution
      • Collecting data for regular reporting of campaign metrics and attendance performance
      • Keep organized records of marketing metrics and results of past campaigns
      • Work with data managers internally to maintain our list database in our email deployment systems and direct mail database
      • Campaign set ups and lead tracking
      • Spend time daily tracking loan officer engagement and lead follow up. Reach out and help where needed.
      • Support the marketing team and Sales where necessary

      Related Requirements:

      • 3+ years of professional experience in marketing and campaign management
      • Strong skills/knowledge of successful email marketing, CRM & Salesforce
        • Understanding/knowledge of what makes for successful email campaigns
          • Deliverability
          • List Management
          • Effective Subject Lines, Content
          • Subscriber/audience engagement
          • Social Media Integration
      • Experience/understanding tracking, reporting and analytics
      • Ability to create effective campaigns – ideally, individual would be able to set up HMTL campaigns themselves in the product.
      • Knowledge/Experience with Act-On, Jungo (Mortgage App for Salesforce), SalesForce, Cloud *Salesforce a must.
      • BS degree in marketing, communications or business related field preferred
      • Mortgage/real estate experience a huge plus.

      General Requirements:

      • Thrives in a team environment but is a skilled, self-motivated, self-starter who can work autonomously to meet deadlines and objectives
      • Strong attention to detail and organizational skills
      • Ability to work on multiple projects simultaneously
      • Have proficient computer skills (fluent with Word, Excel, PowerPoint and Adobe Creative Suite. HTML skills a plus.
      • Proactive, has a sense of urgency & deadline-oriented

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

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