Rok Lending Jobs in Usa

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• Attend to the needs of customer relationships and prospects seeking loans or lines of credit on terms that involve a varied amount of risk underwriting.
  
• Make decisions on loans and terms within lending limits or makes recommendations to the Senior Lending Officer.
  
• Manage portfolio within the terms approved and in conformity with bank's lending policy.
  
• Provide feedback to customers, where appropriate and within scope of expertise, concerning business management and financial matters to add value to relationships between the customer and bank.
  
• Develop new business by calling on prospects and customers for commercial loans with an emphasis on cross-selling bank products and services to establish a complete banking relationship between the customer and bank.
  
• Manage an on-going portfolio including but not limited to past dues, collateral exceptions, renewals, review and account management of overdrafts and collection activities, if necessary.
  
• Collect and analyze information that reflects the current financial position of customers and prospects with which analysis leads to a recommendation of credit structure and if appropriate closing the credit relationship.
  
• Participate in community affairs to contribute expertise, better understand the needs of the business community, increase the Bank's visibility and to enhance new business opportunities.
  
• Directs and manages work activity of administrative staff.
  
• Keep abreast of new regulations, policies and procedures relative to commercial lending and general economic trends.
  

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• High School Diploma or Equivalent/ Associate or Bachelor Degree in Finance, Accounting, Business Administration or similar
  
• 1-3 years of financial industry experience / 2-5 years Commercial Banking experience
  

Benefits:

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PTO & 11 1/2 Paid Holidays
  

Homeland Talent Solutions has partnered with a well-established, relationship-focused financial institution to hire an Encompass Administrator. This company is known for delivering personalized banking and lending solutions while maintaining a strong commitment to operational excellence, regulatory compliance, and community impact.

In this role, the Encompass Administrator will be responsible for the design, configuration, testing, documentation, and deployment of system enhancements within the Encompass platform. This individual will ensure the system operates efficiently while supporting mortgage lending regulations and information security standards.

The Encompass Administrator serves as the internal expert for user administration, loan access configuration, and business rule management, helping maintain a streamlined and fully paperless lending environment. Working cross-functionally with lending, operations, and technology teams, the Encompass Administrator will also develop custom reports, support system integrations, and deliver targeted training to improve user adoption and productivity.

This role plays a critical part in maintaining the performance, integrity, and long-term scalability of the Encompass system, helping the organization continue to provide exceptional service to its customers.

Responsibilities

• Design, document, configure, test, and deploy approved system changes and enhancements within the Encompass platform
• Partner with Compliance and Security teams to ensure Encompass operates in alignment with applicable mortgage lending regulations and information security standards
• Identify and recommend system improvements that enhance efficiency, productivity, and user experience
• Research updates and functionality changes in new Encompass releases and related integrated applications
• Manage user accounts, roles, profiles, security settings, and loan access permissions
• Maintain and update business rules governing data entry, workflow progression, and regulatory compliance across business units
• Configure and maintain loan setup settings to support evolving business needs
• Maintain the document library, develop custom documents, and manage eFolder settings to support a fully paperless environment and required document retention standards
• Create, maintain, and enhance reporting capabilities, including building custom reports for various business groups
• Manage integrations with third-party vendors and service providers
• Develop and maintain custom fields, forms, and data entry screens
• Conduct routine reviews of system configuration, code, data integrity, and usage to ensure long-term platform performance and adoption
• Collaborate with project managers, business analysts, developers, and subject matter experts on enhancement requests and system improvements
• Create and maintain technical documentation for processes, features, and workflow updates to support clear communication with end users
• Partner with the Training team to identify learning needs related to new features, enhancements, and common user issues
• Deliver training sessions for business units on system updates and new functionality
• Prepare and support reporting requirements for regulatory examinations, including electronic data submissions to regulatory agencies
• Ensure Help Desk tickets are addressed promptly and accurately while gathering user feedback to improve service and system performance
• Resolve system issues quickly and provide additional user training when needed

Requirements

• 3+ years of experience in the mortgage banking industry
• 3+ years of experience as a Loan Origination System (LOS) Administrator, preferably with Encompass 360 Banker Edition or a comparable mortgage LOS platform
• Bachelor’s degree in Business, Computer Science, or a related field, or equivalent work experience (5+ years) in a related role
• Strong understanding of the mortgage loan lifecycle, from point of sale through servicing and secondary market processes
• Highly detail-oriented and organized, with the ability to manage multiple initiatives simultaneously
• Proven track record of meeting deadlines, delivering high-quality results, and demonstrating accountability and ownership
• Demonstrated leadership abilities, sound judgment, and the ability to collaborate effectively within a team environment
• Strong analytical and problem-solving skills, with the ability to evaluate information from multiple sources, resolve conflicts, and translate business needs into functional requirements
• Excellent written and verbal communication skills
• Experience working with and developing requirements for application developers
• Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, and Visio
• Working knowledge of Microsoft Visual Basic / VBNet syntax
• Advanced Microsoft Excel skills, including formulas, pivot tables, and macros
• Intermediate Microsoft Word skills, including mail merge
• Experience with project management tools and ticketing systems
• Functional understanding of SQL, XML, SOAP, and IIS web services

Additional Information

**Candidate must reside within the company’s footprint, which includes Tennessee, Alabama, Kentucky, and parts of North Georgia (excluding metro Atlanta).

Benefits

This position offers a base salary ranging from $80,000 to $120,000, depending on experience, along with bonus opportunities. Our client provides a comprehensive benefits package that includes medical, dental, and vision coverage, as well as HSA and FSA options. Additional benefits include paid time off (PTO), a 401(k) plan with company match, an Employee Assistance Program (EAP), and an Employee Stock Purchase Program (ESPP). The company also provides company-paid life insurance, along with a variety of other benefits designed to support employees’ overall well-being and financial security.

Summary

Apply today!

EEO Notice

Homeland LLC is an Equal Opportunity Employer. Homeland LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Homeland LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

HR Consulting Solutions, LLC is a national executive search firm that has been retained by River Valley AgCredit to conduct a search for an Agricultural Loan Officer to work alongside their team to support their agricultural lending team in Dayton, Tennessee.

AG LOAN OFFICER POSITION SUMMARY

At River Valley AgCredit, we have an exciting opportunity for an Agricultural Loan Officer to serve as a trusted financial partner for farmers and agricultural producers in Dayton, TN. In this position, you will be the “go-to” resource for local producers seeking financing to start, grow, or sustain their farm operations. Whether helping a multi-generation family farm expand or assisting a beginning farmer secure capital for their first operation, you’ll play a vital role in supporting the agricultural community and strengthening the local economy.

This position is ideal for someone who enjoys being out in the field, building long-term relationships, understanding the ag industry, and helping producers achieve success through responsible financial solutions. This role focuses exclusively on agricultural and agribusiness lending, serving producers in and around Dayton and Rhea County, Tennessee. Candidates must reside in or be willing to relocate to the local market area and actively participate in community and agricultural events.

PRIMARY WORK LOCATION

• Dayton, Tennessee

MINIMUM QUALIFICATIONS

• Bachelor’s degree in Business Administration, Agricultural Economics, Agriculture, Finance, or a related field.
• Demonstrated knowledge of farm management, agricultural finance, and ag industry trends.
• Hands on experience working with agricultural operations, farm management, agribusiness, or rural producers.
• Previous experience in agricultural, commercial, or rural lending heavily favored.

PREFERRED QUALIFICATIONS

• Knowledge of laws, regulations, principles, and credit practices within the Farm Credit System or similar financial institutions.
• Proficiency in loan origination systems and Microsoft Office Suite.
• Strong analytical, organizational, and communication skills.
• Skilled in developing new business, conducting sales calls, and presenting loan proposals.
• Ability to build strong relationships with ag producers, farm families, and agribusiness owners.
• Familiarity with local agricultural practices, commodities, or producer needs within the Southeast Tennessee region preferred.

SENSORY AND PHYSICAL REQUIREMENTS

• Must have the ability to read documents from many sources.
• Must be able to communicate effectively with staff, customers, and the general public.
• Must be comfortable conducting on-site farm visits and community outreach.

MINIMUM POSITION RESPONSIBILITIES

• Develop and expand relationships with farm families, ag producers, and rural landowners throughout the Dayton and Rhea County market area.
• Actively build and maintain relationships with potential and existing customers through farm visits, community involvement, and ongoing outreach.
• Prepare, structure, and present loan proposals for farm operating loans, real estate, equipment, and agribusiness financing.
• Evaluate borrower eligibility, repayment ability, collateral, and other risk factors in accordance with Farm Credit System and Association policies.
• Administer loans responsibly, ensuring proper documentation, accuracy, and compliance with regulations.
• Conduct regular farm visits to assess collateral, monitor operations, and strengthen member relationships.
• Maintain thorough knowledge of River Valley AgCredit’s products, services, and the agricultural industries served.
• Take appropriate corrective actions when necessary to mitigate risk and protect the Association’s position.
• Represent River Valley AgCredit positively within the community and promote the cooperative’s mission and values.
• Participate in ongoing professional development to enhance lending expertise, regulatory knowledge, and agricultural industry understanding.
• Ensure all lending activities comply with Farm Credit System standards, Association policies, and applicable federal and state regulations.

BENEFITS OF WORKING WITH US

• Competitive Salary
• Performance Based Bonus (Incentive Pay)
• Generous PTO (Vacation and Sick Time)
• 12 Paid Holidays
• Medical, Dental, and Vision Insurance
• 401K Retirement Benefits (3% automatic contribution plus up to 6% match; 9% total)
• Company Provided Life Insurance and Disability Coverage

QUESTIONS?

• Reach out to us via email:

Commercial Banking Associate

About the Role

This role sits at the center of the bank’s commercial lending function — supporting the flow of deals from initial request through closing and beyond.

It’s a strong fit for someone who has worked in loan operations, processing, or administration and is ready to deepen their understanding of how a commercial bank actually runs.

You won’t be boxed into one lane here. This position offers exposure across lending, operations, and internal coordination, making it an ideal step for someone who wants to grow within banking over time.

What You’ll Do

• Support the commercial lending team with loan processing, documentation, and file management
• Coordinate with lenders, credit, and operations to ensure loans move efficiently from application to closing
• Review loan files for completeness, accuracy, and compliance with internal standards
• Assist with boarding, funding, and ongoing servicing activities
• Track deal progress and help identify bottlenecks before they become problems
• Serve as a key internal point of contact for loan-related requests and follow-ups
• Maintain organized, audit-ready documentation across the life of the loan

What They’re Looking For

• Experience in loan operations, loan processing, loan administration, or a similar banking support function
• Strong attention to detail and ability to manage multiple files at once
• Comfortable working in a fast-moving environment with shifting priorities
• Naturally organized — someone who keeps things on track without being asked
• Clear communicator who can work across teams (lenders, ops, credit, etc.)
• Motivated to build a long-term career in banking

Why This Role

This is not a narrow back-office position.

It’s an opportunity to:

• Gain a full-picture understanding of how commercial loans move through a bank
• Work closely with experienced lenders and leadership
• Build a foundation that can lead to multiple career paths over time — whether in operations, lending, or beyond

The Bank

A community-focused institution with a strong commercial lending presence and a reputation for being nimble, collaborative, and low on bureaucracy. The team operates with a get-it-done mindset and values people who take ownership of their work.

Associate Attorney Opportunities (2 Openings) – Commercial Lending & Creditors’ Remedies

Direct Hire | On-Site | Minneapolis, MN

Do you have 2 – 7 years of experience in commercial lending, creditors’ remedies, bankruptcy, or financial litigation? Are you a licensed Attorney in Minnesota looking to grow your practice with a highly respected Minneapolis law firm?

THE RIGHT STAFF is partnering with a well-established Downtown Minneapolis client to hire two Associate Attorneys supporting separate but related practice areas:

• Commercial Lending
• Creditors’ Remedies & Financial Litigation

These are excellent opportunities to join a collaborative, fast-paced legal team representing banks, financial institutions, and secured lenders.

Essential Job Duties:

Commercial Lending

• Draft and negotiate loan and security documents
• Support real estate financing and UCC secured transactions

Creditors’ Remedies

• Handle collections, bankruptcy, and creditor-rights matters
• Draft pleadings, motions, and litigation documents

Both Roles

• Provide legal analysis and client guidance
• Conduct legal research and maintain strong client communication

Minimum Requirements:

• 2 – 7 years of relevant legal experience
• Background in commercial lending, bankruptcy, creditors’ remedies, or financial litigation
• Experience representing financial institutions or secured lenders preferred
• Strong writing, analytical, and organizational skills
• Active Minnesota law license

Benefits, Pay, and Schedule:

• $205,000 – $260,000 annually, depending on experience
• Comprehensive benefits package including medical, dental, vision, 401(k), PTO, parental leave, and more
• Full-time, onsite role in Downtown Minneapolis
• Standard Monday – Friday schedule with flexibility as needed

TO APPLY:

Please upload your resume along with your contact information and a brief cover letter.

Only candidates selected for interviews will be contacted.

To view additional opportunities or apply directly, visit: RIGHT STAFF is dedicated to helping you achieve your career goals. Whether you’re seeking a long-term fit or looking to expand your experience in legal marketing and technology, we’re here to support your professional journey.

THE RIGHT STAFF is an Equal Opportunity Employer.

Enterprise Account Executive - Farmington, UT (Open to remote)

Why LoanPro:

“We want to change how the future of finance works. We’re working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance.” -Rhett Roberts, CEO

At LoanPro, we're more than just a fintech company—we’re transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing—it's leading the industry transformation.

How we do what we do:

“Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. That’s what I’m most proud of here at LoanPro- the team that builds LoanPro. We do what we do because of our people.” -Rhett Roberts, CEO

At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.

What you’ll own:

LoanPro’s Enterprise Account Executive (EAE) is responsible for selling our cutting-edge loan management software to enterprise-level clients. The EAE will primarily focus on driving revenue growth by identifying and closing new business opportunities. The EAE will be responsible for the continuation of revenue growth for LoanPro. EAEs should be a specialist in LoanPro products and services in order to clearly communicate product value to customers and prospects. They work to understand the needs of prospects and determine whether our solutions can meet those needs. The EAE works with multiple internal teams to ensure the highest level of service is delivered to the current and future clients. They are a trusted resource for both internal and external clients. They develop relationships with prospects, acting as their main point of contact within LoanPro from initial outreach or AE handoff, through the sales process, to introducing them to Customer Success. They are also responsible for exemplifying excellent customer service and the Company core values, culture, policy and procedures at all times.

Essential Job Functions:

• Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product
• Identify and target potential enterprise-level clients in the financial services industry, fintech companies, and lending institutions.
• Develop and execute a strategic sales plan to meet and exceed revenue targets.
• Build and maintain strong relationships with key decision makers and stakeholders within target accounts.
• Understand the complex software as a service (SaaS) solutions and effectively communicate the value proposition to clients.
• Conduct in-depth product demonstrations and presentations to showcase the features and benefits of our loan management software.
• Collaborate with internal teams, including sales engineers and customer success managers, to ensure successful implementation and customer satisfaction.
• Stay up-to-date with industry trends, competition, and market developments.
• Attend trade shows, client visits, and industry events to network and generate new leads.
• An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy.

Responsibilities / Duties / Tasks:

• Communicate with potential and current clients at to understand customer goals, challenges, project requirements, timeline, budget, and authority
• Create detailed business plans to reach predetermined goals and quotas
• Own, manage and support prospects through the full sales process from qualification to close
• Maintain and organize customer and account information
• Have strong technical, business and financial terms acumen and understanding to better serve the client
• Research and develop existing accounts to increase customer efficiencies
• Develop an in-depth understanding of LoanPro, industry trends, and competition
• Work effectively with internal departments to deliver the best solution for the client and ensure an excellent experience
• Consistently achieve and exceed quarterly metrics (appointments set, opportunities created, qualified leads, new contacts, calls per day, KPI, etc.)
• Answer questions about LoanPro processes and solutions with confidence and expertise
• Manage prospecting status, data integrity, and forecasting in Salesforce
• Drive pipeline growth through development of outbound leads
• Deliver quality and tailored demonstrations to mid-market and enterprise prospects based on their needs and priorities
• Remain in regular contact with your clients to understand and meet their needs
• Strong communication and positive team player approach
• Provide ideas/insights to management and sales to help facilitate growth of organization
• Stay on top of industry trends and develop a complete understanding of our current and potential Strategic Partners’ and our customers’ businesses
• Research target accounts, identify key players, generate interest, and develop new relationships
• Clearly articulate value, be persuasive and present to decision-makers, key stakeholders, and executives
• Support LoanPro at trade shows and conventions as needed
• Ability to give, receive, and implement feedback and constructive criticism
• Have a positive and energetic attitude and make efforts to maintain/improve morale
• Build collaborative, trustworthy relationships across a range of styles, functions, geographies, and cultures to form networks within and outside the company
• Develop and maintain strong organizational astuteness and agility
• Self-directed, including: manages time, proactively seeks work opportunity, supports the department and software needs, proactively seeks and pulls work, delivers on daily projects tasks, communicates with team - has a strong sense of urgency and engagement of projects and timely delivery
• Focuses on work while at work, stays engaged, attentive and proactive and eliminates distractions (cell phone, internet, long breaks, distractions, etc)
• Puts sufficient time, energy, and effort into the tasks necessary to complete the duties and responsibilities of the position. These include but are not limited to; coming to work on time, collaborating with team members of other departments and managers, discussing potential software issues and resolutions
• Exemplify and be hungry, humble, and smart in regard to work attitude and growth
• Other duties as prescribed - 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

What you’ll need for success:

• Bachelor's degree in business or a similar field.
• Minimum of 5 years of experience in enterprise software sales, with a proven track record of meeting or exceeding sales targets.
• Demonstrated experience in selling complex SaaS solutions to multiple stakeholders and decision makers.
• Experience in the fintech, financial services industry, or lending is a plus.
• Strong negotiation and closing skills with the ability to navigate a complex sales cycle.
• Excellent communication and presentation skills, both verbal and written.
• Self-motivated, proactive, and able to work independently as well as in a team environment.
• Willingness to travel up to 10% of the time for client visits, trade shows, and industry events.

Benefits of the Role:

• 80% Medical/Dental
• PTO and Holiday Schedule
• HSA and 401K Match
• Wellness Rewards and EAP

At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.

If you need an accommodation to apply for the position or during the interview process, please email

Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark’s comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform’s global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended December 31, 2025, Newmark generated revenues of over $3.3 billion. As of December 31, 2025, Newmark and its business partners together operated from approximately 175 offices with over 9,300 professionals across four continents. To learn more, visit or follow @newmark.

Newmark is one of the nation’s leading providers of multifamily capital solutions. The firm boasts a 96 year history and a servicing portfolio of over $186B billion representing more than 5,200 loans. This extensive and diverse national platform allows us to deliver superior execution in every market in the country.

As part of its multifamily expertise, Newmark offers the full complement of FHA, Fannie Mae, Freddie Mac, Bridge, CMBS, Life Company and Bank products. Focusing on a three-pronged strategy of exceptional people, unique multifamily capital solutions and superior technology, our team across the nation provides our customers with a competitive advantage through speed, creativity, ease of interface and certainty of execution.

The HUD Bridge and Production Review Manager serves as a critical front-end and execution partner to the Production, Underwriting, and Credit teams. This role is responsible for evaluating prospective HUD multifamily transactions at the earliest stages, applying deep technical expertise while maintaining a pro-production, solutions-oriented mindset.

The position is designed for an experienced underwriting professional who enjoys deal evaluation, structuring, and execution—but does not seek a fully commissioned sales role. The Manager will work closely with producers to identify viable transactions, surface risks early, shape deal strategy, and support execution through Newmark’s balance-sheet bridge lending platform, including coordination of internal credit approval packages.

This role requires strong judgment, credibility with producers, and the ability to translate technical constraints into actionable deal paths.

Deal Pre-Screening, Evaluation & Production Support (55–60%)

• Serve as a primary technical partner to Production/Sales teams in evaluating prospective HUD multifamily transactions prior to engagement.
• Coordinate workflow and deliverable preparation with Newmark’s Global Support Team, including assigning, reviewing, and validating support work to ensure accuracy, completeness, and alignment with HUD requirements and internal standards.
• Conduct initial deal assessments, including review of property characteristics, sponsorship strength, transaction structure, market considerations, environmental clearance and HUD program fit.
• Identify early-stage risks, constraints, and execution challenges while proposing viable structuring or timing solutions to support production objectives.
• Provide clear, actionable feedback to producers regarding deal viability, required conditions, and next steps.
• Coordinate internally with underwriting, third parties, and Agency credit teams as needed to validate assumptions during pre-screen.
• Assist in prioritizing deals entering the pipeline based on readiness, complexity, and strategic fit.

Balance Sheet Bridge Lending & Credit Package Coordination (30–35%)

• Support execution of Newmark’s balance-sheet bridge lending strategy for HUD-eligible and HUD-transition transactions.
• Coordinate preparation of internal bridge credit packages, including assembling transaction narratives, financial summaries, risk considerations, and execution timelines.
• Partner with Production and Underwriting teams as applicable to ensure bridge packages are complete, accurate, and positioned for approval.
• Apply underwriting judgment to evaluate bridge-to-HUD feasibility, timing risks, and exit strategy alignment.
• Track bridge execution milestones and coordinate internally to support timely approvals and closings.
• Serve as a continuity point between bridge execution and long-term HUD financing strategy.

HUD Program Expertise & Technical Advisory (10–15%)

• Maintain strong working knowledge of FHA multifamily programs, MAP Guide requirements, HUD underwriting standards, and internal Newmark policies.
• Apply program knowledge to pre-screen decisions, structuring discussions, and bridge execution strategy.
• Research HUD guidance, policy updates, and program nuances as needed to support deal evaluation.
• Provide technical insight to production teams regarding program eligibility, timing considerations, and anticipated HUD review issues.

Cross-Team Collaboration & Process Improvement (5–10%)

• Act as a connective role between Production, Underwriting, and Bridge teams to ensure alignment and efficient execution.
• Identify recurring pre-screen issues, friction points, or missed opportunities; recommend process improvements or screening enhancements.
• Support refinement of pre-screen tools, templates, and internal decision frameworks.
• Contribute to training or informal knowledge-sharing with producers on HUD execution realities.

Core Competencies

• Strong underwriting and analytical judgment with the ability to assess risk and feasibility quickly.
• Pro-production mindset: solution-oriented, commercially aware, and collaborative.
• Ability to communicate technical concepts clearly to non-technical stakeholders.
• High credibility with producers, underwriters, and credit professionals.
• Comfortable making recommendations and owning preliminary deal opinions.
• Ability to manage multiple opportunities simultaneously in a fast-moving environment.
• Strong organizational, prioritization, and communication skills.
• Proficiency with Excel, Word, and underwriting or deal-tracking systems.

Qualifications

• Bachelor’s degree required; advanced degree or relevant MAP certifications a plus.
• 5+ years of experience in HUD multifamily underwriting, commercial real estate underwriting, or structured real estate finance.
• Direct experience with FHA multifamily programs strongly preferred.
• Prior exposure to bridge lending, balance-sheet lending, or credit committee processes is highly desirable.
• Experience working closely with production or sales teams preferred.

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• Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels.
  
  
• Conduct deeper financial conversations to understand short and long-term needs and recommend appropriate deposit, lending, and digital solutions.
  
  
• Serve as a trusted resource for service and account support.
  
  

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• Open and service consumer and small business deposit and loan accounts; complete account maintenance and ensure accuracy of documentation.
  
  
• Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  
  
• Assist with debit/ATM issuance, safe-deposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
  
  

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• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
  
• Meet and exceed assigned individual and branch-level sales, service, and referral goals.
  
  

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• Educate customers on loan options.
  
  
• Prepare and process loan applications within authority.
  
  
• Maintain compliance in all lending interactions.
  
  

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• Research and resolve account discrepancies and issues.
  
  

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• Adhere to regulations and operational standards.
  
  
• Support teller and vault operations as needed.
  
  

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• Participate in team huddles and branch initiatives.
  
  
• Represent Nicolet in community outreach.
  
  

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• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

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• High school diploma or equivalent.
  
  
• 2 years customer service/cash handling; banking preferred.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our Digital Branch as a Digital Banker and take your career to a level unattainable in a traditional bank environment! The Digital Banker is promotes the Bank's consumer lending, deposit gathering and non- interest income initiatives for the Digital Branch. This role represents the true voice of the client and will be at the forefront of delivering a superior experience to our clients. The primary objective of this role is to establish new whole relationships through building connections, initiating and renewing loans, and acquiring deposits. This role will participate and assist management with any sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.

We are looking for multiple candidates for both a remote and hybrid setting. Candidates for the hybrid roles must be local to Central Florida and able to travel to one of our physical branches as needed, often at short notice. Please send a resume to apply.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Primary Responsibilities:

• Customer Service- Provide high touch personalized customer service through daily virtual interactions with the client base. Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
• Client Onboarding- Facilitate digital client onboarding and support.
• Mission Objectives- Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
• Marketing & Sales- Provide full-service banking to digital clients with primary focus on increasing the bank's deposit and consumer lending base. Promote new banking opportunities that could be developed into high value strategic relationships. Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. Track the results of all campaigns and report insights to stakeholders.
• Customer Retention- Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
• Solar Lending- Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
• Development Team Support- Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on .

Requirements:

• Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
• Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs. Competitive desire to consistently achieve and exceed business growth goals and financial targets.
• Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
• Banking Experience- Comprehensive knowledge of digital banking systems and products and experience working in a bank environment. Educated in financial products and services, banking regulations and laws.
• Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
• Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
• Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with limited direction and supervision that requires high accountability for one's work product and excellent independent judgement.
• Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.

Physical Demands:

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as a Residential Loan Officer in one of the following markets: Tampa Bay Area, Jacksonville, Lake County, Southeast Florida, Southwest Florida and take your career to a level unattainable in a traditional bank environment! In this role, you will utilize industry knowledge and expertise to recommend mortgage products to clients while also excelling at driving deposit relationships to the Bank.

The Residential Loan Officer position is a hybrid role and requires physical presence in the market you are applying for. Candidates must be local to their area of choice to be considered. Please send a resume to apply.

Job Responsibilities

• Utilize industry knowledge and expertise to recommend mortgage products to clients.
• Implement strategies that not only result in high profits but also achieve all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
• Operate by positively influencing revenue growth, expense adherence and efficiencies.
• Identify, develop, and maintain a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities.
• Enhance valuable referral sources by regular participation in business related development opportunities and community efforts to promote home ownership.
• Proactively solicit residential mortgage business for your portfolio as well as working with your team leader to enhance Climate First Bank's business while meeting loan quality and production goals.
• Maintain a clean pipeline with an organized follow-up program and clear communication relative to locks, closing dates, extensions, etc.
• Participate in sales and training meetings on initial and new programs with realtors, builders, and other prospects.
• Maintain loan compliance through timely and accurate preparation of required initial disclosures and re-disclosures.
• Identify appropriate opportunities to cross-sell additional banking products.

Specific Requirements:

• In-depth knowledge of the residential mortgage industry.
• In-depth knowledge of residential lending regulations.
• Understanding and experience of residential lending for a financial institution. Banking experience preferred.
• Proven ability to personally produce a high volume of high-quality loans.
• Proven ability to cross-sell bank products.
• Bachelor's degree, preferably in business.
• Mission/values aligned - Must be completely values aligned with all the principals of CSR.
• Exceptional verbal and written communication skills.
• Resourceful, organized and a self-starter.
• Solid ability to anticipate needs of your clients.
• Exceptional interpersonal skills.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Physical Demands:

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.