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Servicing Portfolio Transaction Specialist I at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Loan Releases, Payoff Que Processing, Mortgage Recasting, Mers Inquiries, Satisfaction/Reconveyance Preparation, Special Loan Products Support, Data Field Updates, System Changes, Arm Contract Maintenance, Index Value Maintenance, Scra Compliance Research, Principal Reduction Review, Customer Inquiry Response, Quality Assurance Inspections, Bsa/Aml Awareness, Ms Office Proficiency
Specialization
Candidates must possess some mortgage experience and intermediate Excel skills, demonstrating the ability to follow procedures and pay close attention to documentation. The role requires an analytical mindset for working with numbers, balanced with the need to communicate effectively and assist customers.
Credit Analyst II at Chelsea State Bank
Chelsea, Michigan, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Loan Underwriting, Collateral Evaluation, Tax Return Analysis, Risk Assessment, Banking Regulations, Problem Solving, Report Writing, Data Analysis, Communication Skills, Organizational Skills
Specialization
Candidates should have a minimum of 2-3 years of experience in credit analysis and possess strong analytical and communication skills. A bachelor's degree and previous banking experience are preferred.
Experience Required
Minimum 2 year(s)
Credit Analyst II at Chelsea State Bank
Chelsea, Michigan, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Loan Underwriting, Collateral Evaluation, Risk Assessment, Regulatory Reporting, Problem Solving, Analytical Skills, Communication Skills, Banking Regulations, Bank Secrecy Act, Loan Portfolio Management, Tax Return Analysis, Organizational Skills
Specialization
Candidates should have a minimum of 2-3 years of experience in credit analysis and possess strong analytical and communication skills. A bachelor's degree and previous banking experience are preferred.
Experience Required
Minimum 2 year(s)
სტაჟიორი - საბარათე ბიზნესისა და ლოიალობის განვითარების ლიგა at TBC Bank Group PLC
Tbilisi, , Georgia - Full Time
Skills Needed
Data Analysis, Communication, Detail Orientation, Problem Solving, English Proficiency, Excel, Word, Powerpoint
Specialization
Candidates must be a 3rd or 4th-year Bachelor's student or a recent graduate in Business Administration or Finance, possessing strong communication skills and a detail-oriented approach. Proficiency in MS Office, especially Excel, and the English language is required.
LOAN ASSISTANT at Grand Savings Bank
Fayetteville, Arkansas, United States - Full Time
Skills Needed
Loan Processing, Customer Service, Regulatory Compliance, Documentation, Record Keeping, Communication, Microsoft Office Suite, Jack Henry, Teslar, Attention To Detail, Organizational Skills, Teamwork
Specialization
Candidates should have previous experience in a loan assistant role and possess strong organizational and communication skills. Proficiency in Microsoft Office and banking software such as Jack Henry and Teslar is required.
Experience Required
Minimum 2 year(s)
Collateral & Delivery Specialist I at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Collateral Processing, Document Tracking, Report Generation, Data Analysis, Error Resolution, Compliance, Ms Office, Prioritization, Communication, Secondary Marketing, Mortgage Banking, Investor Relations, Risk Management, Bsa/Aml Awareness, Ofac Compliance, Glba Compliance
Specialization
Required qualifications include basic knowledge of secondary marketing in mortgage banking and familiarity with selling agencies, along with basic knowledge of data gathering and collateral document research techniques. Candidates must be proficient in MS Office and capable of handling detailed assignments in a high-volume, fast-paced environment while maintaining accuracy.
Supervisor, Servicing Support at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Leadership, Coaching, Mentoring, Customer Service, Problem Solving, Technical Aptitude, Communication, Ms Office, Goal Setting, Quality Assurance, Process Improvement, Credit Disputes, Regulatory Compliance, Workload Monitoring, Hiring, Bsa/Aml Compliance
Specialization
Candidates must possess advanced knowledge of Servicing policies and procedures, excellent problem-solving and communication skills, and proven leadership capability to develop and motivate a team. Required qualifications include a High School Diploma or equivalent, 5+ years of related customer service experience, and banking experience, with 5+ years of mortgage banking experience preferred.
Experience Required
Minimum 5 year(s)
Mortgage Servicing Operations Analyst I at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Power Bi, Javascript, Sql, Tsql, Automation Scripts, Data Analysis, Reporting, Root Cause Analysis, Forecasting, Bsa/Aml Compliance, Ofac, Glba/Privacy Rules, Ms Office, Dax, Ssrs
Specialization
This role is ideal for a recent Computer Science or MIS graduate with some programming experience, as no mortgage industry experience is required. Candidates must possess knowledge of TSQL, be analytical, detail-oriented, and proficient in tools like Power BI and SQL, demonstrating the ability to work independently.
Head, Payment Transaction Banking (Cash Management & Client Solutions) at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Data Analysis, Client Planning, Pricing Strategy, Relationship Management, Deal Structuring, Revenue Assurance, Product Improvement, Product Innovation, Product Roadmap Development, Profit And Loss Management, Risk Framework Implementation, Market Research, Product Development, Client Experience, Financial Management, Forecasting
Specialization
Candidates must possess a First Degree in Business or Commerce, with a preference for a Post Graduate Degree in the same fields. Required experience includes 5-7 years demonstrating in-depth understanding of Transactional Product Services (TPS) Cash Management products and improving profitability, alongside 1-2 years managing a function or product including P&L responsibilities.
Experience Required
Minimum 5 year(s)
Part-Time Teller I at Andover State Bank
Andover, Kansas, United States - Full Time
Skills Needed
Customer Service, Transaction Processing, Cash Handling, Attention To Detail, Communication, Teamwork, Compliance, Problem Solving, Initiative, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Confidentiality, Diplomacy
Specialization
Candidates must possess strong attention to detail, excellent communication, and customer service skills, with the ability to work collaboratively in a team environment. Requirements include a high school diploma or equivalent, demonstrated sales and cash handling experience, and knowledge of Microsoft 365 applications.
Associate, Debt Capital Markets at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Financial Modelling, Credit Analysis, Structuring, Execution, Origination, Client Engagement, Risk Management, Regulatory Compliance, Valuation, Due Diligence, Stakeholder Management, Project Timelines, Financial Analysis, Data Management, Pitch Book Preparation, Excel
Specialization
Candidates must have 3-5 years of experience in Capital Markets, demonstrating an ability to manage multiple workstreams independently and interact comfortably with clients and management. A genuine interest in financial markets, strong financial modeling skills, and proficiency in Excel are required, with a First Degree in Engineering, Finance, Accounting, or Social Sciences, plus CFA Level 1 or equivalent certification.
Experience Required
Minimum 2 year(s)
Senior Commercial Credit Underwriter at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Commercial Credit Underwriting, Financial Analysis, Credit Analysis, Loan Underwriting, Risk Rating, Covenant Compliance, Financial Statements Spreading, Credit Approval Documentation, Loan Structure Recommendation, Policy Exception Identification, Customer Calls, Deal Discussion Meetings, Mentoring, Bsa/Aml Compliance, Ms Office Proficiency, Legal Document Interpretation
Specialization
Candidates must possess advanced knowledge of Commercial Credit Underwriting policies and procedures, coupled with excellent communication and strong organizational skills. A Bachelor's Degree in a related field and a minimum of 5 years of experience in Commercial Credit Underwriting are required, with an MBA or CFA charter preferred.
Experience Required
Minimum 5 year(s)
Mortgage Payment Processor at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Mortgage Payment Application, Accounting, Data Entry, Math Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook, Transaction Processing, Priority Management, Deadline Adherence, Quality Control, Bsa/Aml Compliance, Ofac Compliance, Glba/Privacy Rules
Specialization
Candidates must possess basic knowledge of mortgage payment application, strong accounting, data entry, and math skills, along with proficiency in Microsoft Office applications. A High School Diploma or Equivalent is required, along with 0-2 years of general bookkeeping or accounting experience.
Mortgage Loan Originator Assistant - Charleston, WV at Gateway First Bank
Charleston, West Virginia, United States - Full Time
Skills Needed
Mortgage Origination Guidelines, Communication, Problem Solving, Team Oriented, Entrepreneurial Spirit, Ms Office, Negotiation, Fast Paced Environment, Compliance, Bsa/Aml, Ofac, Glba/Privacy Rules
Specialization
Required qualifications include basic knowledge of mortgage origination guidelines, policies, and procedures, along with excellent communication and strong problem-solving skills. Candidates must have a high school diploma, 0-2 years of related mortgage experience, and must obtain NMLS registration.
Executive Vice President, Chief Credit Officer at Peoples State Bank
Wausau, Wisconsin, United States - Full Time
Skills Needed
Credit Strategy, Risk Management, Commercial Credit Analysis, Commercial Lending, Credit Risk Management, Problem Credit Resolution, Lending Objectives Achievement, Data Analysis, Communication, Presentation Skills, Computer Literacy, Sba Loan Programs, Credit Training, Portfolio Quality, Collections Policy Oversight
Specialization
Candidates must possess a Bachelor’s degree along with a minimum of 10 years of commercial credit analysis experience and five years in commercial lending, preferably within a bank setting. Proven management experience in credit risk is mandatory, and specialized formal credit training and familiarity with SBA loan programs are highly preferred.
Experience Required
Minimum 10 year(s)
Summer Intern - ACC/FIN at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Excel, Financial Reporting, Reconciliation, Power Automate, Data Driven Insights, Powerbi, Ai Tools, Communication Skills, Microsoft Office, Process Improvements, Initiative, Data Collection
Specialization
Candidates must be enrolled in a college degree program, preferably majoring in business, accounting, finance, or applied mathematics, and have graduated from high school. Required skills include basic knowledge of banking/mortgage, excellent communication, proficiency in Microsoft Office, and the ability to take initiative and implement process improvements.
Consumer Lending Loan Processor at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Organization, Communication, Data Entry, Underwriting, Loan Processing, Ms Office, Relationship Development, Bsa/Aml Compliance, Ofac Compliance, Glba Compliance
Specialization
Required qualifications include a high school diploma or equivalent experience, along with 2-4 years of consumer lending loan processing experience, ideally in home improvement financing. Candidates must possess strong customer service, organizational, and communication skills, and familiarity with LOS systems like MeridianLink is preferred.
Experience Required
Minimum 2 year(s)
Mortgage Processor at Gateway First Bank
Norman, Oklahoma, United States - Full Time
Skills Needed
Processing Policies, Lending Policies, Los, Byte, Desktop Underwriter, Gus, Ms Office, Communication, Time Management, Decision Making, Problem Solving, Regulatory Compliance, Bsa/Aml, Ofac, Glba
Specialization
Required qualifications include advanced knowledge of mortgage processing and lending policies and procedures, proficiency in computer applications like LOS, Desktop Underwriter, GUS, and MS Office. Candidates must possess excellent communication and time management skills, the ability to problem-solve under strict deadlines, and a minimum of 5 years of mortgage loan processing experience along with a high school diploma or equivalent.
Experience Required
Minimum 5 year(s)
Loan Documentation & Post Closing Specialist I at John Marshall Bank
Reston, Virginia, United States - Full Time
Skills Needed
Loan Documentation Review, Post Closing Review, Document Exception Tracking, File Management, Document Imaging, Ucc Filings, Title Insurance Review, Insurance Policy Review, Compliance, Microsoft Office Suite, Loan Management Software, Attention To Detail, Organizational Skills, Teamwork, Customer Focus, Administrative Skills
Specialization
Candidates must possess 1-3 years of experience in commercial and consumer lending with a basic grasp of loan documentation processes, alongside a high school diploma or equivalent. Proficiency in Microsoft Office Suite is required, and experience with loan management software is a plus.
Senior Accountant at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Excel, Reconciliation, Month End Close, Call Reports, Gaap, Journal Entries, Financial Analysis, Internal Control Procedures, Tax Estimates, Regulatory Reporting, Communication, Attention To Detail, Microsoft Office, Fis Horizon
Specialization
Candidates must possess a Bachelor's degree in Finance, Accounting, or a related field, along with 5 years of accounting experience, preferably in banking or mortgage industries. Required skills include advanced knowledge of GAAP, excellent communication and attention to detail, and proficiency in Microsoft Office applications, especially expert-level Excel skills.
Experience Required
Minimum 5 year(s)
Servicing Portfolio Transaction Specialist I at Gateway First Bank
Jenks, Oklahoma, United States -
Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Loan Releases, Payoff Que Processing, Mortgage Recasting, MERS Inquiries, Satisfaction/Reconveyance Preparation, Special Loan Products Support, Data Field Updates, System Changes, ARM Contract Maintenance, Index Value Maintenance, SCRA Compliance Research, Principal Reduction Review, Customer Inquiry Response, Quality Assurance Inspections, BSA/AML Awareness, MS Office Proficiency

Industry

Description
Jenks, OK - The Servicing Portfolio Transaction Specialist I handles a variety of duties such as processing loan releases, working the payoff que and mortgage recasting. Viable candidates will have some mortgage exp and intermediate Excel skills, be able to follow procedures and pay attention to documentation. An analyst type that enjoys working with numbers will do well in this role, but they also need to enjoy speaking with and helping our customers!   Servicing Portfolio Transaction Specialist I JOB SUMMARY: The Servicing Portfolio Transaction Specialist I is responsible for performing a variety of loan servicing duties including, but not limited to responding to MERS inquiries, preparing satisfaction/reconveyance on loans paid in full according with State Statutory guidelines and Investor/Insurer requirements. This role also provides ongoing support for Special Loan Products (i.e. Recasts, ARM loans, Buydowns, Balloon, SCRA, etc.) originated by the Mortgage Lending Division and loans acquired through acquisition. All tasks must be performed in accordance with the company's policies and procedures, and all applicable US state and federal laws and regulations. Servicing Portfolio Transaction Specialist I ESSENTIAL FUNCTIONS (RESPONSIBILITIES): * Updates data fields in the servicing system for compliance and changes needed to all types of special loans. * Performs research and makes accurate and timely system changes in response to requests from investors, customers or employees from other departments. * Reviews and maintains adjustable-rate mortgage ("ARM") contracts, indexes (i.e. Treasury, Libor, etc.) and balloon plans, if not available in the system create new contracts as needed. * Maintains the daily index values and populates ARM indices into the servicing system to ensure proper payment calculations included in the payment change notifications. * Conducts research to determine compliance with the SCRA protection benefits and updates the servicing system accordingly. * Reviews principal reduction, borrower incentives, recast eligibility, and makes system changes. * Researches and obtains appropriate file information for paid loans; processes satisfactions, submits for recording. Processes member paid loan documentation. * Orders Paid Notes from Document custodian and maintain tracking to monitor receipt. * Responds to customer inquiries and requests assisting with escalated customer issues and working with the compliance/legal department toward dispute resolution and/or maintenance to the customer or account. * Ensures exception reports produced by servicing system of record and vendor software systems are accurate. * Completes quality assurance inspections as required, ensuring standardization and compliance with established policies and procedures and applicable regulations. * Exercises awareness regarding possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. * Performs related responsibilities as required or assigned. Qualifications Servicing Portfolio Transaction Specialist I REQUIRED QUALIFICATIONS:   Knowledge/Skills/Abilities * Basic knowledge of lien releases. * Basic knowledge of Special Loan Products, MERS, Recast, ARM Loan Maintenance, SRCA, and loan maintenance. * Excellent communication skills. * Proficient in MS Office applications. * Exemplifies the Gateway Values: Stay Growth Oriented, Make a Difference, "Get it Done" Attitude, Be a Team Player, Do the Right Thing.   Equivalent Education/Experience * High School Diploma required. * 0-2 years of experience in Mortgage Loan Servicing.   Servicing Portfolio Transaction Specialist I SPECIAL JOB DIMENSIONS: None. NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.
Responsibilities
The Specialist is responsible for performing various loan servicing duties, including processing loan releases, managing the payoff queue, and handling mortgage recasting tasks. This role also involves responding to MERS inquiries and preparing documentation for loans paid in full according to statutory and investor requirements.
Servicing Portfolio Transaction Specialist I at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Loan Releases, Payoff Que Processing, Mortgage Recasting, Mers Inquiries, Satisfaction/Reconveyance Preparation, Special Loan Products Support, Data Field Updates, System Changes, Arm Contract Maintenance, Index Value Maintenance, Scra Compliance Research, Principal Reduction Review, Customer Inquiry Response, Quality Assurance Inspections, Bsa/Aml Awareness, Ms Office Proficiency
Specialization
Candidates must possess some mortgage experience and intermediate Excel skills, demonstrating the ability to follow procedures and pay close attention to documentation. The role requires an analytical mindset for working with numbers, balanced with the need to communicate effectively and assist customers.
Credit Analyst II at Chelsea State Bank
Chelsea, Michigan, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Loan Underwriting, Collateral Evaluation, Tax Return Analysis, Risk Assessment, Banking Regulations, Problem Solving, Report Writing, Data Analysis, Communication Skills, Organizational Skills
Specialization
Candidates should have a minimum of 2-3 years of experience in credit analysis and possess strong analytical and communication skills. A bachelor's degree and previous banking experience are preferred.
Experience Required
Minimum 2 year(s)
Credit Analyst II at Chelsea State Bank
Chelsea, Michigan, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Loan Underwriting, Collateral Evaluation, Risk Assessment, Regulatory Reporting, Problem Solving, Analytical Skills, Communication Skills, Banking Regulations, Bank Secrecy Act, Loan Portfolio Management, Tax Return Analysis, Organizational Skills
Specialization
Candidates should have a minimum of 2-3 years of experience in credit analysis and possess strong analytical and communication skills. A bachelor's degree and previous banking experience are preferred.
Experience Required
Minimum 2 year(s)
სტაჟიორი - საბარათე ბიზნესისა და ლოიალობის განვითარების ლიგა at TBC Bank Group PLC
Tbilisi, , Georgia - Full Time
Skills Needed
Data Analysis, Communication, Detail Orientation, Problem Solving, English Proficiency, Excel, Word, Powerpoint
Specialization
Candidates must be a 3rd or 4th-year Bachelor's student or a recent graduate in Business Administration or Finance, possessing strong communication skills and a detail-oriented approach. Proficiency in MS Office, especially Excel, and the English language is required.
LOAN ASSISTANT at Grand Savings Bank
Fayetteville, Arkansas, United States - Full Time
Skills Needed
Loan Processing, Customer Service, Regulatory Compliance, Documentation, Record Keeping, Communication, Microsoft Office Suite, Jack Henry, Teslar, Attention To Detail, Organizational Skills, Teamwork
Specialization
Candidates should have previous experience in a loan assistant role and possess strong organizational and communication skills. Proficiency in Microsoft Office and banking software such as Jack Henry and Teslar is required.
Experience Required
Minimum 2 year(s)
Collateral & Delivery Specialist I at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Collateral Processing, Document Tracking, Report Generation, Data Analysis, Error Resolution, Compliance, Ms Office, Prioritization, Communication, Secondary Marketing, Mortgage Banking, Investor Relations, Risk Management, Bsa/Aml Awareness, Ofac Compliance, Glba Compliance
Specialization
Required qualifications include basic knowledge of secondary marketing in mortgage banking and familiarity with selling agencies, along with basic knowledge of data gathering and collateral document research techniques. Candidates must be proficient in MS Office and capable of handling detailed assignments in a high-volume, fast-paced environment while maintaining accuracy.
Supervisor, Servicing Support at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Leadership, Coaching, Mentoring, Customer Service, Problem Solving, Technical Aptitude, Communication, Ms Office, Goal Setting, Quality Assurance, Process Improvement, Credit Disputes, Regulatory Compliance, Workload Monitoring, Hiring, Bsa/Aml Compliance
Specialization
Candidates must possess advanced knowledge of Servicing policies and procedures, excellent problem-solving and communication skills, and proven leadership capability to develop and motivate a team. Required qualifications include a High School Diploma or equivalent, 5+ years of related customer service experience, and banking experience, with 5+ years of mortgage banking experience preferred.
Experience Required
Minimum 5 year(s)
Mortgage Servicing Operations Analyst I at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Power Bi, Javascript, Sql, Tsql, Automation Scripts, Data Analysis, Reporting, Root Cause Analysis, Forecasting, Bsa/Aml Compliance, Ofac, Glba/Privacy Rules, Ms Office, Dax, Ssrs
Specialization
This role is ideal for a recent Computer Science or MIS graduate with some programming experience, as no mortgage industry experience is required. Candidates must possess knowledge of TSQL, be analytical, detail-oriented, and proficient in tools like Power BI and SQL, demonstrating the ability to work independently.
Head, Payment Transaction Banking (Cash Management & Client Solutions) at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Data Analysis, Client Planning, Pricing Strategy, Relationship Management, Deal Structuring, Revenue Assurance, Product Improvement, Product Innovation, Product Roadmap Development, Profit And Loss Management, Risk Framework Implementation, Market Research, Product Development, Client Experience, Financial Management, Forecasting
Specialization
Candidates must possess a First Degree in Business or Commerce, with a preference for a Post Graduate Degree in the same fields. Required experience includes 5-7 years demonstrating in-depth understanding of Transactional Product Services (TPS) Cash Management products and improving profitability, alongside 1-2 years managing a function or product including P&L responsibilities.
Experience Required
Minimum 5 year(s)
Part-Time Teller I at Andover State Bank
Andover, Kansas, United States - Full Time
Skills Needed
Customer Service, Transaction Processing, Cash Handling, Attention To Detail, Communication, Teamwork, Compliance, Problem Solving, Initiative, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Confidentiality, Diplomacy
Specialization
Candidates must possess strong attention to detail, excellent communication, and customer service skills, with the ability to work collaboratively in a team environment. Requirements include a high school diploma or equivalent, demonstrated sales and cash handling experience, and knowledge of Microsoft 365 applications.
Associate, Debt Capital Markets at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Financial Modelling, Credit Analysis, Structuring, Execution, Origination, Client Engagement, Risk Management, Regulatory Compliance, Valuation, Due Diligence, Stakeholder Management, Project Timelines, Financial Analysis, Data Management, Pitch Book Preparation, Excel
Specialization
Candidates must have 3-5 years of experience in Capital Markets, demonstrating an ability to manage multiple workstreams independently and interact comfortably with clients and management. A genuine interest in financial markets, strong financial modeling skills, and proficiency in Excel are required, with a First Degree in Engineering, Finance, Accounting, or Social Sciences, plus CFA Level 1 or equivalent certification.
Experience Required
Minimum 2 year(s)
Senior Commercial Credit Underwriter at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Commercial Credit Underwriting, Financial Analysis, Credit Analysis, Loan Underwriting, Risk Rating, Covenant Compliance, Financial Statements Spreading, Credit Approval Documentation, Loan Structure Recommendation, Policy Exception Identification, Customer Calls, Deal Discussion Meetings, Mentoring, Bsa/Aml Compliance, Ms Office Proficiency, Legal Document Interpretation
Specialization
Candidates must possess advanced knowledge of Commercial Credit Underwriting policies and procedures, coupled with excellent communication and strong organizational skills. A Bachelor's Degree in a related field and a minimum of 5 years of experience in Commercial Credit Underwriting are required, with an MBA or CFA charter preferred.
Experience Required
Minimum 5 year(s)
Mortgage Payment Processor at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Mortgage Payment Application, Accounting, Data Entry, Math Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook, Transaction Processing, Priority Management, Deadline Adherence, Quality Control, Bsa/Aml Compliance, Ofac Compliance, Glba/Privacy Rules
Specialization
Candidates must possess basic knowledge of mortgage payment application, strong accounting, data entry, and math skills, along with proficiency in Microsoft Office applications. A High School Diploma or Equivalent is required, along with 0-2 years of general bookkeeping or accounting experience.
Mortgage Loan Originator Assistant - Charleston, WV at Gateway First Bank
Charleston, West Virginia, United States - Full Time
Skills Needed
Mortgage Origination Guidelines, Communication, Problem Solving, Team Oriented, Entrepreneurial Spirit, Ms Office, Negotiation, Fast Paced Environment, Compliance, Bsa/Aml, Ofac, Glba/Privacy Rules
Specialization
Required qualifications include basic knowledge of mortgage origination guidelines, policies, and procedures, along with excellent communication and strong problem-solving skills. Candidates must have a high school diploma, 0-2 years of related mortgage experience, and must obtain NMLS registration.
Executive Vice President, Chief Credit Officer at Peoples State Bank
Wausau, Wisconsin, United States - Full Time
Skills Needed
Credit Strategy, Risk Management, Commercial Credit Analysis, Commercial Lending, Credit Risk Management, Problem Credit Resolution, Lending Objectives Achievement, Data Analysis, Communication, Presentation Skills, Computer Literacy, Sba Loan Programs, Credit Training, Portfolio Quality, Collections Policy Oversight
Specialization
Candidates must possess a Bachelor’s degree along with a minimum of 10 years of commercial credit analysis experience and five years in commercial lending, preferably within a bank setting. Proven management experience in credit risk is mandatory, and specialized formal credit training and familiarity with SBA loan programs are highly preferred.
Experience Required
Minimum 10 year(s)
Summer Intern - ACC/FIN at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Excel, Financial Reporting, Reconciliation, Power Automate, Data Driven Insights, Powerbi, Ai Tools, Communication Skills, Microsoft Office, Process Improvements, Initiative, Data Collection
Specialization
Candidates must be enrolled in a college degree program, preferably majoring in business, accounting, finance, or applied mathematics, and have graduated from high school. Required skills include basic knowledge of banking/mortgage, excellent communication, proficiency in Microsoft Office, and the ability to take initiative and implement process improvements.
Consumer Lending Loan Processor at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Organization, Communication, Data Entry, Underwriting, Loan Processing, Ms Office, Relationship Development, Bsa/Aml Compliance, Ofac Compliance, Glba Compliance
Specialization
Required qualifications include a high school diploma or equivalent experience, along with 2-4 years of consumer lending loan processing experience, ideally in home improvement financing. Candidates must possess strong customer service, organizational, and communication skills, and familiarity with LOS systems like MeridianLink is preferred.
Experience Required
Minimum 2 year(s)
Mortgage Processor at Gateway First Bank
Norman, Oklahoma, United States - Full Time
Skills Needed
Processing Policies, Lending Policies, Los, Byte, Desktop Underwriter, Gus, Ms Office, Communication, Time Management, Decision Making, Problem Solving, Regulatory Compliance, Bsa/Aml, Ofac, Glba
Specialization
Required qualifications include advanced knowledge of mortgage processing and lending policies and procedures, proficiency in computer applications like LOS, Desktop Underwriter, GUS, and MS Office. Candidates must possess excellent communication and time management skills, the ability to problem-solve under strict deadlines, and a minimum of 5 years of mortgage loan processing experience along with a high school diploma or equivalent.
Experience Required
Minimum 5 year(s)
Loan Documentation & Post Closing Specialist I at John Marshall Bank
Reston, Virginia, United States - Full Time
Skills Needed
Loan Documentation Review, Post Closing Review, Document Exception Tracking, File Management, Document Imaging, Ucc Filings, Title Insurance Review, Insurance Policy Review, Compliance, Microsoft Office Suite, Loan Management Software, Attention To Detail, Organizational Skills, Teamwork, Customer Focus, Administrative Skills
Specialization
Candidates must possess 1-3 years of experience in commercial and consumer lending with a basic grasp of loan documentation processes, alongside a high school diploma or equivalent. Proficiency in Microsoft Office Suite is required, and experience with loan management software is a plus.
Senior Accountant at Gateway First Bank
Jenks, Oklahoma, United States - Full Time
Skills Needed
Excel, Reconciliation, Month End Close, Call Reports, Gaap, Journal Entries, Financial Analysis, Internal Control Procedures, Tax Estimates, Regulatory Reporting, Communication, Attention To Detail, Microsoft Office, Fis Horizon
Specialization
Candidates must possess a Bachelor's degree in Finance, Accounting, or a related field, along with 5 years of accounting experience, preferably in banking or mortgage industries. Required skills include advanced knowledge of GAAP, excellent communication and attention to detail, and proficiency in Microsoft Office applications, especially expert-level Excel skills.
Experience Required
Minimum 5 year(s)