We are looking for a meticulous and organized Loan Processor to join our team in Sunnyvale, California. In this role, you will ensure the efficient and compliant processing of real estate loan applications while delivering exceptional service to members. This is a Contract to permanent position, offering the chance to grow within a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Review real estate loan applications to confirm accuracy and completeness.<br>• Collect, verify, and organize documentation such as income statements, credit reports, title information, and appraisals.<br>• Enter loan details into the credit union’s system, ensuring precision and compliance.<br>• Communicate effectively with loan officers, underwriters, and applicants to facilitate timely processing.<br>• Address any questions or concerns from members regarding the loan application process.<br>• Ensure all loan files adhere to credit union policies, federal and state regulations, and industry standards.<br>• Conduct regular quality checks to identify and resolve errors or omissions in loan documentation.<br>• Collaborate with the lending team to streamline workflows and enhance loan processing efficiency.<br>• Track the status of loans and provide regular updates to management.<br>• Generate detailed reports on loan metrics, including timelines, application statuses, and volume.
We are looking for a skilled and detail-oriented Loan Processor to join our team in Sunnyvale, California. This Contract to permanent position offers an opportunity to play a key role in ensuring the efficient and accurate processing of real estate loan applications. The ideal candidate will thrive in a collaborative environment, prioritizing compliance and exceptional service while supporting members throughout the loan process.<br><br>Responsibilities:<br>• Review real estate loan applications to verify completeness and accuracy, ensuring all required information is provided.<br>• Collect, validate, and organize supporting documentation, such as income statements, credit reports, appraisals, and title work.<br>• Enter loan data into the credit union’s system with precision to maintain compliance and accuracy.<br>• Communicate regularly with loan officers, underwriters, and members to facilitate smooth processing and address inquiries.<br>• Ensure loan files adhere to credit union policies, state and federal regulations, and industry standards.<br>• Conduct thorough reviews of loan documentation to identify and correct any errors or omissions.<br>• Collaborate with the lending team to enhance workflows and improve overall efficiency.<br>• Participate in training programs to stay updated on compliance requirements and industry practices.<br>• Track loan progress and provide timely updates to management, ensuring transparency and accountability.<br>• Generate reports to monitor metrics such as application timelines, loan volume, and approval rates.
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Loan Closer to join our clients team on a contract basis in San Francisco, California. In this role, you will manage the end-to-end loan closing process, ensuring accuracy, compliance, and timely execution. This position requires a strong understanding of commercial lending practices and attention to detail to support smooth and efficient loan closings.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as the central point of coordination for residential and commercial loan closings, partnering with Relationship and Portfolio Managers to ensure borrower needs are fully understood and files are accurately prepared for finalization.</li><li>Review borrower financials and loan terms to validate eligibility, confirm accuracy of approval documentation, and ensure readiness for closing.</li><li>Oversee all closing activities, including document preparation, condition tracking, underwriting coordination, and deadline management to keep each transaction on schedule.</li><li>Maintain control of an active closing pipeline by monitoring progress, identifying discrepancies, ensuring compliance, and resolving issues before they impact funding.</li><li>Handle post‑closing requirements such as document retrieval, corrections, client follow‑ups, and coordination of any remaining loan actions, with occasional support for commercial transactions.</li></ul>
We are looking for a skilled Loan Closer - Support specialist with strong attention to detail to manage the closing process for loan transactions in Walnut Creek, California. This is a Contract position where attention to detail and strong organizational skills are essential to ensure compliance and accuracy in all loan documentation. The role offers the opportunity to collaborate with clients, title companies, and insurance providers while maintaining high standards of expertise and conduct.<br><br>Responsibilities:<br>• Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches.<br>• Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization.<br>• Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions.<br>• Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines.<br>• Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings.<br>• Package loan files and related documents in alignment with regulatory and organizational standards.<br>• Ensure proper lien placement and collateral protection by verifying all necessary actions are taken.<br>• Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills.