Loan Processor Job at Wealthfront (Palo Alto)

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

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

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

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

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

Mortgage Loan Processor

We are looking for an experienced Mortgage Loan Processor to join our team in Bo...

Location

United States , Bothell

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in mortgage loan processing or a related field
Strong customer service skills, preferably within a banking or credit union environment
Ability to organize and manage multiple tasks while maintaining attention to detail
Familiarity with loan administration and mortgage processing procedures
Knowledge of mortgage closing and lending practices
Experience with loan origination systems is preferred
Excellent communication and problem-solving skills
Ability to work efficiently under deadlines and regulatory guidelines

Job Responsibility

Facilitate the mortgage loan process by supporting loan originators with tasks such as completing and validating applications
Request and confirm mortgage rate locks, ensuring accuracy during the origination process
Collect and review financial documents required for applications, including appraisals and title searches
Verify and update loan application details, addressing errors and ensuring compliance with lending guidelines
Prepare loan files for underwriting, ensuring all conditions are satisfied and ready for submission
Address quality control findings and resolve issues before funding
Assist members with mortgage intake and provide exceptional customer service
Prepare closing documents and coordinate with escrow to finalize funding processes
Balance final Closing Disclosure documents and submit wire requests for approval
Handle inbound and outbound calls related to mortgage origination and servicing

What we offer

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

New

Consumer Lending Underwriter

We are looking for a Temporary Consumer Lending Underwriter to join our team . A...

Location

United States , Littleton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in consumer loan underwriting or a related field
Strong knowledge of consumer lending practices and credit risk management
Proficiency in analyzing financial data and assessing creditworthiness
Familiarity with banking compliance regulations and industry standards
Excellent attention to detail and ability to identify inconsistencies
Effective communication skills for explaining decisions and requesting documentation
Ability to use automated underwriting systems alongside manual judgment
Solid understanding of fraud detection and identity verification processes

Job Responsibility

Conduct thorough assessments of credit reports, scores, and borrower financial behavior
Evaluate income stability, employment history, and debt-to-income ratios to determine loan eligibility
Analyze financial documents, including paystubs, tax returns, and bank statements, for accuracy and completeness
Make informed decisions on loan applications, including approvals, declines, or counteroffers
Utilize both automated underwriting systems and manual judgment to ensure sound credit decisions
Document reasoning behind credit decisions clearly and comprehensively
Ensure compliance with regulatory requirements such as the Truth in Lending Act, Equal Credit Opportunity Act, and Fair Credit Reporting Act
Apply internal credit policies and guidelines established by investors and partners
Identify and address potential fraud risks, verifying borrower identity and authenticity of submitted documents
Collaborate with loan processors, sales teams, and risk management to facilitate smooth communication and decision-making

What we offer

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

Loan Processor

Wealthfront

Location:
United States , Palo Alto ▼
New York City
San Francisco
Seattle

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 13, 2025

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