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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.
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Recognizes referral or sale opportunities and initiates introductions to appropriate team members across all Bank channels, including but not limited to Cash Management, IIM and Commercial Lending.
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Reports To: Chief Operating Officer or Manager – Loan Operations & Administration. Provides back up support in all loan operations areas and identify areas for improvement in the loan servicing functions.
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The position partners with Branch Management, Commercial Lending, Cash Management Operations, Product Management, Marketing, Electronic Servicing, Payment Servicing, Deposit Servicing, and other departments to leverage marketing efforts, support new revenue deposit goals, and contribute to expanding and retaining the Bank's overall customer portfolio.
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Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product.
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The Commercial Loan Officer is responsible for developing new client relationships primarily in Middlesex County to increase the loan portfolio and associated deposit balances. 5+ years of commercial lending experience including both C&I and CRE loans.
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Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
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Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files. Open new memberships, accounts and loans utilizing established guidelines and self-service options and conduct Notary Public services.
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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.
$22 - $28.25 an hourFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Serve as primary liason with Systems Application, Lending Origination, and key loan servicing vendors. Come join our team as a Loan Servicing Analyst , where under the direction of the AVP-Loan Servicing you will support the activities of the Loan Servicing department, including procedure writing, reporting, process improvement, training, system upgrades, maintaining compliance, and supporting new products and services.
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Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable business lines (i.e. consumer lending.
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Under the direct supervision of the Branch Manager, the job responsibilities of the External Mortgage Loan Originator position include, but are not limited to, the following: Primary duty is to sell mortgage loans to customers away from and outside of AnnieMac Home Mortgages places of business.
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