βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Gilbert, AZ

9 positions found

Patient Access Specialist (Financial Counselor) - 2337836
✦ New
$17.98 - 32.12
Chandler, AZ 8 hours ago
Patient Access Specialist (Financial Counselor)

Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best.

Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

This position is a Sunday - Wednesday from 8 AM - 6:30 PM. It may be necessary, given the business need, to work occasional overtime. Our office is located at 1955 W FRYE RD Chandler, AZ.

Primary Responsibilities:
  • Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting
  • Obtains referral, authorization and pre-certification information and documents this information in system
  • Identifies outstanding balances from patient's previous visits and attempts to collect any amount due
  • Trains staff on computer systems, new processes, payer updates and assigned reporting
  • Functions as a superuser for primary computer systems
  • Proactively identifies and leads department process improvement opportunities
  • Works on Special Projects as needed
  • Performs the duties of a Patient Access Representative
  • Maintains up-to-date knowledge of specific admission, registration, and pre-registration requirements for all areas

What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:

  • Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
  • Medical Plan options along with participation in a Health Spending Account or a Health Saving account
  • Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
  • 401(k) Savings Plan, Employee Stock Purchase Plan
  • Education Reimbursement
  • Employee Discounts
  • Employee Assistance Program
  • Employee Referral Bonus Program
  • Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:
  • High School Diploma/GED (or higher)
  • 2+ years of customer service experience in a hospital, office setting or phone support role
  • 1+ years of electronic health record experience
  • Ability to work 100% onsite at 1955 W FRYE RD, Chandler, AZ
  • Must be 18 years of age OR older
Preferred Qualifications:
  • 1+ years of experience with prior authorizations
  • Experience with Microsoft Office products
  • Experience in a Hospital Patient Registration Department, Physician office or any medical setting
  • Experience in insurance reimbursement and financial verification
  • Experience in requesting and processing financial payments
  • Working knowledge of medical terminology
  • Understanding of insurance policies and procedures
  • Ability to perform basic mathematics for financial payments
Soft Skills:
  • Strong interpersonal, communication and customer service skills
Physical and Work Environment:
  • Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.98 to $32.12 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

permanent
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Fintech Sales Account Manager
✦ New
Salary not disclosed
Gilbert, AZ 8 hours ago

Overview


We are a fintech software company seeking an experienced Account Manager to build and grow a portfolio of reseller and referral partners. This role is responsible for recruiting new resellers, developing strategic referral relationships, and driving revenue by enabling partners to successfully sell our software solutions. The ideal candidate has experience selling fintech or SaaS solutions through channel partners and understands how to build productive, long-term partner relationships.


Key Responsibilities


Channel Development

β€’ Onboard new reseller partners

β€’ Develop referral partner relationships that introduce enterprise level opportunities

β€’ Build and maintain a strong pipeline of partner sourced opportunities

β€’ Position our software solution to resellers and strategic partners

β€’ Conduct presentations and product demonstrations for prospective partners

β€’ Negotiate and finalize reseller agreements


Account Management and Enablement

β€’ Build and manage a portfolio of reseller and referral partners

β€’ Maintain relationships across partner organizations including executives, sales leaders, and individual agents

β€’ Provide onboarding, product training, and ongoing enablement support

β€’ Join partner sales calls to support enterprise opportunities when needed

β€’ Ensure partners are engaged, active, and effectively positioning our solutions


Revenue Growth

β€’ Drive revenue through partner sourced and partner influenced deals

β€’ Identify expansion opportunities within existing partner accounts

β€’ Track pipeline activity, forecasts, and performance metrics

β€’ Collaborate with internal teams to ensure smooth onboarding and implementation


Qualifications

β€’ 3 plus years of experience in fintech, payments technology, or SaaS sales

β€’ Direct experience selling software solutions to resellers, ISOs, VARs, or enterprise partners

β€’ Proven success recruiting and developing channel partners

β€’ Experience supporting partners on enterprise sales opportunities

β€’ Strong presentation and product demonstration skills

β€’ Excellent follow up, organization, and time management

β€’ Strong written and verbal communication skills

β€’ Ability to manage multiple partner relationships simultaneously

Preferred

β€’ Experience working within a partner driven or indirect sales model

β€’ Existing relationships within fintech, payments technology, or merchant processing

β€’ Experience selling into enterprise environments through channel or referral relationships

Not Specified
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Loan Operations - Consultant
Salary not disclosed
Mesa, AZ 4 days ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.

This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.

Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.

Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.

Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.

Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.

We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
permanent
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Customer Accounts Advisor
🏒 Aarons Careers
Salary not disclosed
GILBERT, Arizona 5 days ago

Customer Accounts Advisor


The salary range for this role is $16.50 to $17.50 per hour*. This position is also eligible for incentive pay based on performance.


Β 


Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.Β 

Skills for Success Β 
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.Β 

The Work Β 



  • Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  • Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phoneΒ 
  • Sell customers on the benefits of timely lease agreement renewal paymentsΒ 
  • Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goalsΒ 
  • Assist with merchandise returns and guest deliveries as directed by managementΒ 
  • Clean and certify merchandise in the Quality Assurance Center for all items personally returnedΒ 
  • Complete and maintain weekly vehicle maintenance sheet and route sheets dailyΒ 
  • Load, secure and protect product in company vehicleΒ 
  • Safely operate company vehicleΒ 
  • Assist the Sales Team as needed
  • Any reasonable duties requested by managementΒ 

Requirements



  • United States at least 21 years old with a valid stateΒ Driver’s License and compliance with the Company’s Driver QualificationΒ Policy; including satisfactory MVR (driving record). Canada at least theΒ age of 18.Β Β Β 
  • Must meet DOT requirements to obtain certification in required states (United States)
  • Ability to work schedule of hours varying from 8 am to 9 pm
  • Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  • Two years of retail/customer service experience preferred
  • High School diploma or equivalent preferred
  • Excellent interpersonal and communication skills
  • High energy with the ability to effectively perform all functions of the store and multitasking effectively
  • Proper telephone etiquette
  • Uphold the Aaron’s Brand and protect company assets
  • Maintain a professional appearance
  • Proficient computer skills



Aaron’s Total RewardsΒ 



Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:Β 




  • Paid time off, including vacation days, sick days, and holidaysΒ Β 



  • Medical, dental and vision insuranceΒ Β 



  • 401(k) plan with contribution matching Β 


Β 



*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.Β  We may ultimately pay more or less than the posted range, and the range may be modified in the future.Β  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.Β 



Β Β Β 



**Benefits vary based on FT and PT employment status.



Β 
permanent
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Mortgage Loan Officer
Salary not disclosed
Chandler 1 week ago
External Job Candidates, please use this link: Mortgage Loan Officer Summary/Objective Originates mortgage loans, develops referral relationships with realtors, builders, and other sources in order to proactively solicit business, and conducts sales-related activities, in order to meet specific loan volume origination goals.

Counsels members, takes applications, conducts preliminary underwriting reviews, gathers initial loan documents to submit loan to processing.

Remains in contact with members and realtors to ensure that documents required for processing, underwriting, and closing are secured in a timely manner.

Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act.

Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position that supports our FIRST values.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Interviews and assists members.

Inputs loan applications into on-line loan system.

Delivers required disclosures within 72 hours of application.

Develops and continually grows a diverse referral base.

Communicates terms and conditions of an approved loan and reviews with member.

Communicates with loan processor/closer regarding any outstanding items and/or additional documentation needed.

Assists with processing and loan closing coordination with member if necessary.

Regular participation in business-related development opportunities and community efforts to promote home ownership.

Ensures exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.

Represents and promotes the Credit Union professionally and positively within the community.

Participates in department staff meetings and attends other meetings, seminars or training.

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (β€œRegistry”) and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations, policies and procedures.

Complies with the Bank Secrecy Act (BSA).

Completes special projects as assigned.

Competencies Superb customer service orientation.

Strong numeric ability.

Accuracy and attention to detail.

Ability to prioritize tasks to meet deadlines.

Computer proficiency.

Knowledgeable in MS Office Suite.

Stress management/composure.

Good listening and communication skills.

Honesty and integrity.

Teamwork.

Ability to professionally compose own correspondence.

Valid driver license.

Supervisory Responsibility This position has no supervisory responsibilities.

Work Environment This job operates in an office setting.

This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical presence in the office setting is required.

Physical Demands This position requires manual dexterity, the ability to lift and/or move up to 25 pounds.

This position requires bending, stooping or standing as necessary.

Position Type/Expected Hours of Work Ability to work 40 hours; Monday – Friday.

Periodic overtime may be required.

Travel Regular travel throughout the Phoenix metropolitan area and periodic travel within the state of Arizona.

Qualifications Required Education and Experience Associates degree or Bachelor’s degree preferred.

Two years related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience Previous Mortgage Loan Officer experience with a credit union highly desirable.

Additional Eligibility Qualifications Multi-lingual capabilities to include Spanish are a plus.

Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.
Not Specified
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
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Loan Acquisition Specialist
🏒 OneMain Financial
Salary not disclosed
Gilbert, Arizona 1 week ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

  • High School Diploma or GED

Preferred:

  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days' vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Not Specified
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Loan Sales Specialist
🏒 OneMain Financial
Salary not disclosed
Gilbert, Arizona 1 week ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

  • High School Diploma or GED

Preferred:

  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days' vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Not Specified
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Account Executive, TPO
Salary not disclosed
Chandler, AZ 1 week ago

We encourage collaboration, innovative thinking and work that endures. We reward initiative and informed decisions and empower you to act in the best interests of our customers and our company.

Come join our amazing team!

Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of correspondent loans. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $120,000 to $500,000.


Carrington Hiring for NonQM Account Executives- Industry Leading Comp Plan!

Responsible for developing and maintaining broker/seller relationships to sell NonQM and correspondent mortgage loan products. Calls on potential or existing brokers.


What you’ll do:

  • Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.
  • Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.
  • Advises brokers/sellers of Company programs, pricing and submission policies and procedures.
  • Advises brokers/sellers of any changes to Company’s policies or procedures
  • Assists brokers/sellers in loan submission process.
  • Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.
  • Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.
  • Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
  • Work, maintain and update contacts in the CRM system.
  • Maintain all customer confidential information in accordance with all company policies and all laws.
  • Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.
  • Manages loan pipeline to achieve departmental goals and objectives.
  • Provide a high level of customer service to brokers/sellers during the loan process.

What you'll need:

  • Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships
  • Proven ability to set and reach sales goals
  • Knowledge of state and federal lending regulations
  • Experience selling NonQM Mortgage Products
  • Knowledge of purchase transactions
  • 1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.


Our Company:

Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: is the value proposition to joining the team?

  • Increased earning capacity due to access to our 48 state territory.
  • Ability to market faster and more efficiently inside the operation.
  • Superior service levels offered to the broker as you’re inside presence ensures every step of the loan process is handled in the most efficient manner possible.
  • Professional account manager’s partner with you and your brokers to add value every step of the way.
  • Base pay plus an industry leading commission plan.
  • Take over existing accounts.

What We Offer:

  • Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
  • Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
  • Customized training programs to help you advance your career.
  • Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
  • Educational Reimbursement.
  • Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: .

Notice to all applicants: Carrington does not do interviews or make offers via text or chat

Not Specified
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