Loan Processor Job at Robert Half (San Jose)

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

Loan Processor / Loan Administration Executive – Australia

We are seeking an experienced Loan Processor / Loan Administration Executive to ...

Location

Sri Lanka , Colombo

Salary:

250000.00 LKR / Month

Lanka Staff

Expiration Date

Until further notice

Requirements

Proven experience as a Loan Administrator / Loan Processor in the Australian mortgage industry
Strong working knowledge of ApplyOnline and FLEX
Solid understanding of: Home loans (owner-occupied & investment)
Refinances and purchases
Loan servicing and post-settlement processes
Ability to interpret and apply lender credit policies
High attention to detail with strong organisational skills
Ability to manage multiple files and deadlines independently
Fluent in spoken and written English and Sinhala
Reliable internet connection and ability to work Australian business hours

Job Responsibility

Process Australian home loan applications end-to-end (submission to settlement)
Handle owner-occupied and investment loans, refinances, and purchases
Prepare, review, and submit loan applications via ApplyOnline and FLEX
Review lender credit policies and ensure accurate document compliance
Manage loan servicing and post-settlement activities
Liaise with mortgage brokers, lenders, clients, and other stakeholders
Maintain accurate records, track deadlines, and follow up on outstanding items
Ensure confidentiality and compliance with Australian lending standards

What we offer

Stable, long-term role with an Australian business
Fully remote working arrangement
Exposure to Australian mortgage industry standards and systems
Professional and supportive work environment

Fulltime

Loan Processor

Our client in Windsor Locks, CT is seeking an experienced Loan Processor to join...

Location

United States , Windsor Locks

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience as a Loan Processor or in a similar mortgage/lending support role
Strong knowledge of loan documentation, regulatory requirements, and industry best practices
Excellent organizational and time management skills
Strong written and verbal communication abilities
Proficiency with loan origination systems and standard office software
Ability to work independently and collaboratively within a team
High school diploma or equivalent required
additional coursework in finance, business, or related fields preferred

Job Responsibility

Process and review loan applications, ensuring timely and accurate completion of documentation
Verify applicants’ financial data (income, assets, employment, credit reports)
Communicate with borrowers, realtors, and third-party vendors to gather or clarify information
Maintain compliance with relevant regulations and internal policies
Coordinate with underwriters and loan officers throughout the loan approval process
Track and update status of loan files from application through closing
Address discrepancies and resolve issues to keep loan process on track

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Loan Processor

Our client in Windsor Locks, CT is seeking an experienced Loan Processor to join...

Location

United States , Windsor Locks

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience as a Loan Processor or in a similar mortgage/lending support role
Strong knowledge of loan documentation, regulatory requirements, and industry best practices
Excellent organizational and time management skills
Strong written and verbal communication abilities
Proficiency with loan origination systems and standard office software
Ability to work independently and collaboratively within a team
High school diploma or equivalent required
additional coursework in finance, business, or related fields preferred

Job Responsibility

Process and review loan applications, ensuring timely and accurate completion of documentation
Verify applicants’ financial data (income, assets, employment, credit reports)
Communicate with borrowers, realtors, and third-party vendors to gather or clarify information
Maintain compliance with relevant regulations and internal policies
Coordinate with underwriters and loan officers throughout the loan approval process
Track and update status of loan files from application through closing
Address discrepancies and resolve issues to keep loan process on track

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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

Are you detail-oriented, organized, and excited to help clients achieve their fi...

Location

United States , Meriden

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience as a loan processor or in a related financial services role preferred
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Proficiency with loan origination systems and Microsoft Office Suite
High school diploma or equivalent required
associate degree or higher is a plus

Job Responsibility

Review and verify loan application documents for accuracy and completeness
Ensure all regulatory and compliance standards are met throughout the loan process
Communicate with loan officers, clients, and other stakeholders to obtain missing information and clarify requirements
Prepare, organize, and track loan files from application through closing
Coordinate with underwriters and assist in clearing loan conditions
Update loan status in internal systems and generate required documentation
Provide outstanding customer service to clients during the loan process

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Loan Processor

Robert Half

Location:
United States , San Jose

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 16, 2026

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