Loan Processor Job at Robert Half (Windsor Locks)

Loan Processor

We are seeking a Loan Processor to join our team in Aventura, Florida. The succe...

Location

United States , Aventura

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in a Loan Processor role or similar financial position
proficiency in using Automated Underwriting System
ability to effectively utilize Calyx and Calyx Point software
experience with CRM systems is necessary
strong data processing skills are essential
familiarity with About Time software is required
knowledge of appraisals and their corresponding processes
understanding of closing processes in a loan environment
excellent communication skills, both written and verbal
strict adherence to compliance regulations and guidelines in all operations

Job Responsibility

Accurately process customer loan applications in a timely manner
ensure the maintenance of precise customer records
handle and resolve any customer inquiries effectively
monitor customer accounts and initiate appropriate actions as needed
utilize the Automated Underwriting System for loan processing
proficiently use Calyx and Calyx Point tools for loan processing
effectively operate CRM systems for customer relationship management
conduct data processing tasks efficiently
appraise and assess customer loan requests
ensure compliance with all relevant regulations during the closing processes

What we offer

Medical insurance
vision insurance
dental insurance
life and disability insurance
401(k) plan

Fulltime

Loan Processor

Wealthfront is seeking a mortgage loan processor to join our team as we build an...

Location

United States , Palo Alto; New York City; San Francisco; Seattle

Salary:

55000.00 - 62000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

2+ years of retail mortgage processing experience
Mortgage Loan Originator License preferred
Knowledge of Conventional Conforming and Jumbo guidelines
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices

Job Responsibility

Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Excellent client communication skills
Communicates with third party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintain loan pipeline, tasks and objectives
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions

What we offer

medical
vision
dental
401K plan
generous time off
parental leave
wellness reimbursements
professional development
employee investing discount
equity

Fulltime

Consumer Loan Processor

My client, a financial institution in Norcross, is searching for a Consumer Loan...

Location

United States , Norcross

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent required
Minimum of 2 years of experience in consumer loan processing, documentation, and/or origination
Proficiency in MS Office programs including Outlook, Word, and Excel
Experience with keyboarding, PC, and 10-key calculator
Excellent verbal and written communication skills
Strong interpersonal skills with a focus on customer service and relationship-building
Exceptional attention to detail, organizational skills, and the ability to manage multiple tasks efficiently
Ability to work both independently and as part of a team
Ability to handle changing priorities and competing demands
Strong problem-solving skills and the ability to adapt to a fast-paced environment

Job Responsibility

Verify the accuracy of loan rates, loan-to-value ratios, and vehicle values for auto, boat, motorcycle, and RV loans
Ensure all required documentation and underwriting conditions are met, including income verification, buyers’ orders, membership accounts, insurance, payoff letters, and other necessary documents
Upload and send documents for electronic signature to borrowers
Process signed documents, disburse funds, and facilitate payments to dealerships or finance companies
Review disbursed loans and organize them according to the loan checklist, ensuring all necessary documents are imaged
Set up loan payments using the Teller Platform
Provide assistance to members with loan or account-related inquiries
Assist in processing Adverse Action letters and sending them to members
Help ensure that approved credit card approval letters are sent and coordinate with the Card Services team for new account processing
Act as a backup for title clerk duties as needed

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Fulltime

Product Control Lead Analyst

The Product Control Lead Analyst participates is a senior level position respons...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

8+ years relevant experience ideally in Product Control, Wholesale Lending, Traditional Credit Products, minimum 6 years in Finance
Fluent language knowledge in English
Loan accounting, Transformation or Business Analyst experience is a plus
Strong data analysis and planning skills to support fast decision making
Artificial Intelligence or Digital Tools knowledge or experience (KNIME) is a plus
Strong collaboration skills as this person will need to work very closely with the respective business partners, respective Finance teams, Technology and Operations
A high caliber individual with strong communication and presentation skills, both written and oral
Self-starter who proactively seeks to improve existing controls and streamline processes both from a tactical short-term viewpoint, and from a strategic long-term perspective
Strong control mindset and understands key controls environment and governance needs
Strong innovation mind-set and the ability to deliver meaningful change

Job Responsibility

Focus on the migration of the Loans Product Processor from Flexcube to the strategic Loans product processor (LoanIQ)
Become a Subject Matter Expert (SME) in Loan Accounting
Analyze business needs and collaborate with the Tech, Ops and various Finance teams to define Controllers requirements for LoanIQ functionality and migration
Perform User Acceptance Testing (UAT) and present summarized results to Seniors
Validate results of manual and automated migrations from Flexcube to Loan IQ and Treasury Financing systems
Support additional strategic Transformation initiatives as required
Ensure processes and controls implemented for line Controllers provide strong controls to guarantee the integrity of books and records
Provide feedback on progress and escalate issues to Banking Controllers senior management in a timely manner
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work-life balance
Career progression opportunities across geographies and business lines

Fulltime

Loan Processor

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of two years’ experience as a Loan Processor or in a related banking or lending role
Strong understanding of residential loan documentation and processing procedures
Demonstrated ability to analyze and verify credit, income, asset, and collateral documents
Excellent organizational, multi-tasking, and time management skills
Strong communication and interpersonal skills, with a customer-focused attitude
Proficiency with loan origination systems and standard office software
High school diploma or equivalent required

Job Responsibility

Review and verify loan applications and all accompanying documentation for completeness and accuracy
Interact with loan officers, underwriters, and applicants to collect, organize, and review required documents
Ensure all loan conditions are satisfied by gathering and evaluating credit, income, and asset information
Track loan progress and maintain clear, timely communication with all stakeholders throughout the underwriting and approval process
Identify and resolve discrepancies, missing information, or compliance issues quickly and efficiently
Prepare files for submission to underwriting and ensure all required disclosures are issued properly
Maintain up-to-date knowledge of loan products, underwriting guidelines, and regulatory requirements
Ensure all loan files comply with federal, state, and company regulations
Provide exceptional customer service while maintaining strict confidentiality of sensitive information
Support other team members as required in a fast-paced environment

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

New

Senior Loan Processor

Wells Fargo is seeking a Senior Loan Processor (SAFE) in Transactions and Proces...

Location

United States , Columbus

Salary:

25.48 - 37.98 USD / Hour

Wells Fargo

Expiration Date

February 15, 2026

Requirements

4+ years of Loan Processing, Customer Service, Loan Administration, Collections, or Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
This position requires SAFE registration at the time of employment.
Willingness to work Monday- Friday 7am to 6pm.
This position is not eligible for Visa sponsorship.
Willingness to work on-site at stated location on the job opening.

Job Responsibility

Perform timely and clear communication with customers, settlement agents, brokers, and other counter parties to obtain missing information and documentation for the loan file
Submit loan file to underwriting for review.
Ensure all compliance and underwriting guidelines are met.
Enter loan information into the system.
Prioritize and manage assigned pipeline to meet anticipated closing date and performance metrics.
Act as an escalation point for lower-level Mortgage Processors to resolve issues and provide guidance and training.
Interact with immediate team, functional area and internal peers.
Interact with internal and external customers.

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Manager or Director, Strategic Partnerships

Prism is seeking an experienced Manager or Director (level based on experience) ...

Location

United States , NYC or San Diego (La Jolla/UTC)

Salary:

140000.00 - 190000.00 USD / Year

Prism Data

Expiration Date

Until further notice

Requirements

8+ years in partnerships, channel/reseller, or strategic BD at a high-growth B2B technology company (Manager level)
10+ years with demonstrated ownership of partner-sourced revenue targets and team/program leadership (Director level)
Track record working with one or more of: lenders, credit bureaus, open banking aggregators, payment processors, decision engines, loan origination/servicing platforms, or adjacent fintech infrastructure
Proven success creating strategic partnerships, building relationships, negotiating complex agreements, and hitting or exceeding revenue goals
Superior skills in researching the market and identifying the highest value opportunities
Comfort explaining credit model performance, APIs, data flows, and integration patterns
ability to translate customer/partner needs into product requirements
Strong planning, stakeholder management, and CRM discipline
adept at building scalable enablement and reporting
Excellent written and verbal communicator who can influence across internal and external executive audiences

Job Responsibility

Own and grow partnerships revenue
Manage a portfolio of strategic partners
set joint business plans, pipeline targets, and QBRs to drive opportunity creation and closed-won revenue
Proactively research and identify new strategic partners
develop opportunities, negotiate and close reseller, referral, and other distribution agreements
Activate channels
Enable partner sales and success teams with training, messaging, collateral, and demos
co-sell on priority opportunities and build scalable playbooks
Make and track referrals
Collaborate with Marketing and partner teams on case studies, webinars, events, and marketplace listings that convert

What we offer

medical
dental
vision
401(k)
equity-based compensation
potential commission-based or variable compensation

Fulltime

New

Mortgage Senior Loan Documentation Processor

Wells Fargo is seeking a Senior Loan Documentation Processor. We believe in the ...

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

March 30, 2026

Requirements

4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred US Mortgage overall experience of 2+ years
Understanding of US Mortgage process & related TRID regulations
Experience in managing US mortgage Closing or Funding process is prefered
MS Office Proficient & Data Analysis
Experience in Customer Telecommunication Contact within a Financial Services Environment, Financial Services Operations, Closing Underwriting, and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, & education
Strong Pipeline Management Oversight and Routines
Excellent Spoken and written communication skills
Proactively engage with internal bank stakeholders, third parties, settlement agents via telephone to gather necessary information, documentation, clarify information & resolve mortgage closing conditions
Ability to conduct clear and customer centric telephone conversations to explain underwriting decisions, documentation requirements and next steps in the mortgage process

Job Responsibility

Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations
Process or close loans and act as a main point of contact for internal or external customers during the loan process
Perform administrative, operational, or customer support tasks related to complex loan packages
Manage an assigned pipeline of all loan types relative to business line
Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work
Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process

Fulltime

Loan Processor

Robert Half

Location:
United States , Windsor Locks

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

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