Loan Processor Job at Robert Half (Windsor Locks)

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

Loan Processor

A growing mortgage company in Wallingford, CT is seeking a detail-oriented Loan ...

Location

United States , Wallingford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience as a loan processor, mortgage processor, or in a related financial services role preferred
Knowledge of mortgage documents, loan processing procedures, and compliance standards
Strong attention to detail and ability to manage multiple files and deadlines
Excellent communication and organizational skills
Proficiency with Microsoft Office Suite and loan origination systems
High school diploma or equivalent required
additional education is a plus

Job Responsibility

Review loan applications and supporting documentation for completeness and accuracy
Collect, verify, and organize borrower financial information, credit documents, and disclosures
Communicate with borrowers, loan officers, underwriters, and third parties to gather required information
Ensure loan files meet internal guidelines and regulatory compliance requirements
Track loan status and maintain accurate records throughout the processing cycle
Assist in clearing conditions and preparing files for underwriting and closing
Provide responsive, professional service to clients and internal stakeholders

What we offer

medical
vision
dental
life and disability insurance
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 - Support

We are looking for a detail-oriented Loan Processor - Support team member to joi...

Location

United States , Meriden

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan administration, mortgage processing, or closely related operational functions
Working knowledge of mortgage lending, loan origination, or mortgage closing processes
Strong attention to detail with the ability to handle repetitive tasks accurately
Proficiency in Microsoft Excel and confidence working with data entry and document tracking
Ability to work onsite in Meriden, Connecticut and collaborate effectively with a team
Clear communication skills and a dependable, cooperative work style

Job Responsibility

Manage administrative support tasks for the payoff team, ensuring records are organized and up to date
Prepare, scan, and file loan-related documents with a high level of accuracy and consistency
Enter and update information in spreadsheets and internal records to support daily processing activities
Review documentation for completeness and identify discrepancies before routing files for next steps
Coordinate closely with colleagues across the team to help maintain smooth workflow and timely task completion
Assist with mortgage payoff documentation and related processing activities in accordance with company procedures

What we offer

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

Fulltime

Loan Processor - Support Specialist

We are looking for a detail-oriented Loan Processor - Support specialist to our ...

Location

United States , La Grange

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in loan administration, loan processing, mortgage lending, loan origination, or commercial lending support
Working knowledge of commercial loan due diligence, documentation review, and closing coordination
Strong analytical ability with excellent attention to detail and a consistent approach to problem-solving
Ability to manage competing priorities in a fast-paced, deadline-driven environment without sacrificing accuracy or service quality
Effective communication and relationship-building skills for working with internal teams, customers, lenders, and third-party partners
Proficiency in Microsoft Word and Excel, with the ability to learn new banking and workflow systems quickly
Basic understanding of accounting principles, including comfort with debit, credit, and general ledger-related activities

Job Responsibility

Initiate and monitor pre-closing due diligence by ordering and reviewing items such as organizational searches, title work, credit reports, flood certifications, lien and tax checks, corporate standing documents, and business reporting records
Maintain an active portfolio of loan files by updating tracking tools, organizing digital documentation, and ensuring records are properly stored across internal shared folders and cloud-based systems
Partner with lenders and title companies to coordinate commercial loan closings, confirming that title conditions and other required items are completed before funding
Review closing packages for completeness, finalize documentation prior to settlement, and submit loan booking requests once all required materials have been received
Prepare comprehensive loan files for closing and process wire request documentation in support of funding activities
Track reporting data related to organizational requirements and work closely with Loan Operations to support accurate loan reporting and system records
Follow monthly exception and tickler reports to pursue recorded documents, insurance or policy requirements, and any outstanding post-closing items in a timely manner
Oversee active pipelines for new loans, renewals, letters of credit, and filing continuations while coordinating updates with loan officers and lending partners
Respond to servicing and operational inquiries, resolve routine loan issues, and process both financial and non-financial loan maintenance requests, including debit and credit transactions with awareness of general ledger impact
Contribute to team collaboration through meetings, cross-training, and coverage support during high-volume periods while adhering to regulatory standards and internal banking policies

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan

Fulltime

Loan Processor - Support

We are looking for a dedicated Loan Processor - Support specialist to join our t...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
additional education in business, finance, or related fields is advantageous
previous experience in banking, loan administration, or financial services is preferred
strong organizational skills with a focus on accuracy and attention to detail
proficiency in Microsoft Office Suite and loan processing software
excellent communication and interpersonal abilities to interact effectively with clients and team members
capability to manage multiple tasks and meet deadlines in a fast-paced setting
basic knowledge of loan products and banking regulations is a plus
familiarity with mortgage processing, loan origination, and related financial services is beneficial

Job Responsibility

Accurately input data and maintain organized records for loan files in both digital and physical formats
review loan documents to verify completeness and identify any inconsistencies or missing information
prepare, scan, and securely file loan-related paperwork in compliance with organizational and regulatory standards
assist loan officers and processors in collecting and verifying client details, including employment, credit, and asset information
respond to inquiries from internal teams and external parties regarding loan status and documentation requirements
track loan progress through the application, underwriting, and closing stages to ensure deadlines are met
coordinate with clients, title companies, appraisers, and other stakeholders to streamline the loan process
safeguard confidential client information and ensure adherence to all applicable regulations
generate reports and monitor loan pipelines to support management in tracking overall loan operations

What we offer

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

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