Mortgage loan jobs in Plainview, New YorkCreate job alerts

Job Description Job Description: Commercial Real Estate Administrative Assistant You will be the operational backbone for the Executive Vice President (EVP) of Commercial Real Estate Lending and their broader team. This role requires a blend of high-level reporting, departmental coordination, and proactive administrative support within a fast-paced lending environment. Key Responsibilities Reporting & Data Management * Weekly CRE Activity: Prepare and distribute the weekly CRE Activity Report. * Pipeline & Metrics: Coordinate weekly Pipeline Reports and monthly Axiom Reports to track departmental performance. * Loan Coordination: Review Loan Commitments alongside Loan Officers to ensure accuracy and readiness. * Documentation: Collect and track weekly correspondence sheets and distribute portfolio/underwriting reports as necessary. Departmental Operations * Logistics: Manage departmental time-off schedules via Dayforce and maintain updated Organizational Charts and Employee Directories. * Financial Processing: Accurately process invoices for payment in a timely manner. * Supplies & Events: Order office supplies and curate promotional items for broker visits and offsite events. * Special Projects: Support the EVP with ad-hoc projects and strategic initiatives as needed. Communication & Outreach * Inbox Management: Monitor the CRE departmental inbox and handle general customer inquiries professionally. * Liaison: Act as a central point of contact for internal departments (Accounting, Credit Center, Loan Servicing, Portfolio Management) and external partners (Mortgage Brokers, Bank’s Counsel). Qualifications & Skills Requirements * Education: College degree or equivalent professional experience. * Technical Proficiency: Mastery of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). * Collaboration Tools: Experienced in using Microsoft Teams, Zoom, or equivalent virtual meeting platforms. Core Competencies * Detail-Oriented: Exceptional organizational skills with a focus on accuracy in reporting. * Communication: Strong verbal and written communication skills for interacting with executive leadership and external clients. * Multitasking: Ability to manage multiple priorities and deadlines in a high-volume lending environment. Internal & External Interactions * Internal: Executive Administration, Accounting, Professional Banking Group, Credit Center, Loan Servicing, and Portfolio Management. * External: General Customers, Mortgage Brokers, and Bank’s Legal Counsel.

Our professionals deliver agreed-upon procedures on new issuance securitization transactions across Agency Mortgage-Backed Securities (MBS), Asset-Backed Securities (ABS), Commercial Mortgage-Backed Securities (CMBS), Residential Mortgage-Backed Securities (RMBS) and Collateralized Loan Obligations

What You’ll DoThe Mortgage Sales Manager is responsible for leading, building, and expanding a highperforming team of Mortgage Loan Officers (MLOs) across the region.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in

Job Description Pay: $75,000.00 - $250,000.00 per year Company Name: Swift Capital, LLC Job description: We're Hiring: Loan Officer Location: In-person | Carl Place, NY Swift Capital LLC, a fast-growing private lending firm specializing in hard money, DSCR, new construction, and ground-up multifamily loans, is actively seeking a motivated and ambitious Loan Officer / Account Manager to join our team on Long Island. Whether you're a seasoned pro or just starting out, we provide on-site training, high-quality leads, and the tools you need to succeed in one of the most dynamic sectors of real estate finance. What You’ll Do: • Build and maintain strong client relationships with real estate investors and brokers, • Work leads provided by the company and leverage your own personal network, • Stay proactive, confident, and positive in your communication style, • Learn how to source new business, structure deals, and guide borrowers from application to closing, • Leverage CRM tools to track activity, follow-ups, and communication, • Experience in private lending, mortgage, or real estate finance (preferred), • Strong interpersonal and communication skills, • Self-starter with a sales-driven mindset, • CRM experience (HubSpot preferred), • Ability to work full-time, in-office, and thrive in a team setting We’re not your typical lender - we close swiftly, think creatively, and keep an exceptional relationship with borrowers to make deals happen. As one of the newest and most agile firms in the private lending space, Swift Capital is building a reputation on speed, trust, and opportunity. You'll be part of a high-energy team with strong market knowledge and a collaborative environment designed to help you win. If you're ready to build a career in private lending and thrive in a fast-paced, opportunity-rich environment - we want to hear from you. Job Type: Full-time Benefits: • Flexible schedule, • Opportunities for advancement, • Professional development assistance, • Real Estate : 2 years (Required)

Job Description SUMMARY: The Retail Mortgage Underwriter will underwrite residential mortgage loans in accordance with Secondary Market, Investor and Government (FHA/VA) and GSE underwriting guidelines. The successful candidate must be located in the NY Tri-State area, DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Underwrite loan applications to granted credit underwriting authority ensuring adherence to Company and investor credit quality standards., • Analyze mortgage loan files, which includes customer's application, income documentation, appraisal and title reports, to ensure compliance with the company's policies, as well as state and federal regulations., • Analyze loan attributes and documentation for soundness and accuracy., • Analyze loan applications to identify any risk issues and/or potential misrepresentation., • Evaluate overall income, credit and equity of each loan application., • Provide support to Loan Officers and Relationship Managers regarding questions and/or clarification of inquiries, loan files, and underwriting guidelines., • Ensure timely review and follow-up steps in order to meet and exceed customer's expectations., • Keep up to date on investor and regulatory policies, procedures and changes that affect mortgage underwriting., • Effectively Communicate with, team members and management on outstanding requirements and conditions, • Review all AUS findings and ensure data integrity of income, credit debts, assets and equity calculations and adherence to guidelines. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelor's degree preferred., • 3 + years underwriting residential mortgage experience., • Must have recent experience lending in New York City and surrounding areas., • Must have conforming conventional experience., • Must hold and maintain approvals for: DE, VA SARs, and LAPP loans., • Must be very familiar with all rental guidelines, multifamily, Cooperatives, and CEMA's., • Must have strong knowledge of 203K & Homestyle Loans., • Working knowledge of Encompass., • Strong verbal and written communication skills., • Team player with a strong commitment to customer service., • Adherence to established policies and procedures pertinent to the position which include but are not limited to BSA, Privacy, CRA and Safeguarding Customer Information., • Effective oral and written communication with customers, co-workers and all levels of management. Excellent interpersonal and organizational skills., • Ability to work well with co-workers and all levels of management., • Skills to identify and resolve problems in a timely manner by gathering and analyzing information., • Capable of working under pressure and meeting deadlines., • Computer literate experienced with Microsoft Office Suite & Teams., • DE Certification required., • SAR/LAPP Certification required. All offers are contingent on the successful completion of criminal background check.

Job Description About Guaranteed Rate Affinity Guaranteed Rate Affinity, LLC is a joint venture between Guaranteed Rate, Inc. (NMLS: 2611) and some of the most recognized real estate brands in the market. We provide mortgage origination services to the clients of these well-known brands, providing our Loan Officers with greater alignment, stronger referral flow, and access to premium real estate channels. What’s the Role? We are currently seeking a hard-working, dedicated Mortgage Loan Officer to join our innovative and passionate team. Internally, this role operates at an elevated level, and you are expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow you to focus primarily on building relationships and growing your business. A 5-star customer experience and a successful proactive pipeline flow begin with you. Core Responsibilities: • Origination Consultation: Originate first or second purchase mortgages and refinance loans. Provide pre-qualifications, take full loan applications, and present the best financial products for each customer’s unique situation., • Pipeline Management: Review active loan files and pipeline reports daily. Delegate and audit file responsibilities to ensure smooth processing, utilizing our POD Flow Checklist., • Problem Solving: Actively resolve loan-level issues, restructure files as needed, and continuously monitor team turn times to minimize lock expirations and delays., • Relationship Building: Aggressively promote Guaranteed Rate Affinity to real estate agents, builders, financial planners, and other referral sources to develop strong, long-term partnerships., • Compliance Expectations: Conduct all operations in accordance with the CFPB, GRA policies, and local/federal regulations. Set proper expectations and provide timely status updates to borrowers and referral partners. Minimum Qualifications: • Licensing: Current state licensing and registration under the National Mortgage Licensing System and Registry (NMLS) is required., • Experience: 3+ years of experience in the consumer loan industry with a strong track record of telephone sales and closing., • Technical Knowledge: Expert knowledge of CFPB disclosure requirements, secondary market pricing scenarios, investor guidelines, and Conventional, FHA, VA, and USDA programs., • Skills: Highly organized, self-motivated, and tech-savvy. Must be comfortable working in a paperless environment using modern lending software. Compensation Benefits: This is a high-upside sales role. The Loan Officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships, and performing work away from the office. • Pay: $60,000 - 200,000+ per year, commission-based, • Structure: 100% commission-based, directly tied to individual sales performance. Eligible candidates may also qualify for a discretionary sign-on bonus., • Benefits: We offer a comprehensive benefits program including a company-sponsored 401(k), medical/dental/vision/prescription drug benefits, flexible spending accounts, life insurance, commuter benefits, well-being resources, and more. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Paid time off Responsibilities Prepare loan documents upon receipt of request from the lender Ensure all required documents are provided, to properly evidence the loan and perfect the bank's security interest Working knowledge of Encompass360 software and related programs to create documents; ensure the timely delivery of documents to lenders and others as directed. Follow-up with lenders, legal counsel and others for missing items needed to create accurate loan documents, respond to questions concerning loan documentation from legal counsel, lenders and other staff members. Resolve differences and provide direction to others to facilitate the documentation process. Provide support to peers and departments performing routine tasks required to run the department and carry out various daily functions. Review all work assignments for accuracy and completeness, answer questions and provide guidance. Qualifications 5+ year(s) of mortgage loan doc prep experience, including knowledge of title and lender procedures (co-ops and CEMAs preferred). Paralegal certification from an ABA approved school, or B.A. degree in a field related to law a plus. Competency in Microsoft Word, Excel, Adobe Acrobat, etc. Notaries or candidates willing to become a notary preferred. Extensive knowledge of lending terminology and legal documents used in mortgage banking. Experience in creating loan documents. Ability to review title commitments and policies. Ability to use strong interpersonal skills to clarify instructions from lenders, attorneys, and other bank representatives to resolve problems and correct discrepancies that negatively affect the production of loan documents that conform to bank policy. Benefits Paid time off for holidays, vacation, and personal leave. Medical, dental, and vision. 401k Performance bonuses Wellness resources Advancement opportunities

Job DescriptionDescription: • Directly soliciting, originating and supervising to closing Mortgage Loans, on behalf of the Company’s customers;, • Directly or indirectly negotiating or counseling applicants about Loan interest rates on a Loan application;, • Directly or indirectly representing to the public, through advertising or other means of communicating or providing information, including the use of business cards, stationery, brochures, signs, rate lists, or other promotional items, that such Employee can or will perform any of the activities of a MLO;, • Researching, developing and implementing marketing ideas taken from various marketing sources;, • Establishing and maintaining client referral relationships with previous clients, realtors, accountants, financial planners, builders, and developers to develop new business or retain existing business;, • Receiving, collecting and distributing information provided by the applicant to the Company’s Processing and Underwriting Department;, • Originating Loans only in the state where the MLO and the Branch Office from where the MLO works from is licensed., • Remaining familiar with and ensuring that all loans originated by and actions on behalf of the Employee are handled/taken in accordance with the Company’s policies, guidelines, quality control, applicable federal, state, and local laws, and investor guidelines;, • Ensuring that all proper documentation is prepared, kept and maintained in accordance with all applicable laws, and is readily available for inspection at Company’s discretion;, • Informing the Company immediately of any and all events, incidents, occurrences, complaints, lawsuits, investigations, findings, or good faith concerns of illegal, improper, or unethical or other material information or matters concerning the Company and/or the Employee;, • Ensuring that all closed loan documents are stored in Company’s document storage system and accessible to Company upon demand;, • Ensuring that all advertising and marketing is done only with the pre-approval of Company and that all telemarketing is performed in accordance with Company guidelines for use of the Do Not Call list and is in compliance with Federal and State rules., • Ensuring that all websites or other social media used by the Employee that relates in any way to financing residential real estate are approved by the Company prior to posting to/access by the general public., • Ensuring that any and all email communications on behalf of Company shall be sent from and directed through corporate email. Private email is not to be used for any official Company business., • Ensuring that all borrowers are advised of the most appropriate financing options, are not steered to products based on maximizing compensation, and are only advised to close loans if there is a good faith basis to believe that the borrower will be able to re-pay the loan., • Devoting his/her productive time, ability, and attention to the business of the Company and giving his/her best efforts and skills exclusively to the business and interest of the Company during the term of his/her employment with the Company. Requirements:

Job DescriptionDescription: Servbank is a fast-paced, high-growth national bank with a significant mortgage subservicing division, diversifying revenues. As we continue to expand, we seek a highly skilled and dynamic Director of Financial Management to join our team and contribute to our ongoing success. This role requires a proactive leader with experience in overseeing various financial management functions, including budgeting, forecasting, financial reporting, and treasury risk management. This role requires a strong understanding of managing performance and profitability in a banking and mortgage servicing environment. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Key Responsibilities: • Financial Management: Lead and manage budgeting, forecasting, and strategic planning processes to ensure financial stability and growth., • Data Analysis: Conduct thorough data analysis to support internal reporting and drive informed decision-making., • Internal Reporting: Design, prepare and present internal financial reports, including LOB performance, profitability, and scorecards., • M&A Analysis: Conduct thorough analysis of merger and acquisition opportunities to support strategic growth initiatives., • Interest Rate Risk: Assess and manage interest rate risks to optimize financial outcomes in uncertain interest rate environment., • Liquidity Risk: Monitor and manage liquidity risks to ensure adequate cash flow and financial stability., • Securities Management: manage, analyze, and trade the securities portfolio to meet liquidity and yield needs within defined parameters., • Wholesale Funding: Manage funding of balance sheet growth, ensuring short and long term liquidity needs are met., • Derivatives Activity: Monitor and guide line of business use of back-to-back swaps and manage use of derivatives to hedge balance sheet from interest rate risk., • Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred)., • CPA or CFA certification is highly desirable., • 7-10 years banking or mortgage servicing industry experience required, • Proven experience in financial management, accounting, treasury, and risk management., • Proven ability to manage multiple tasks and meet deadlines, • Strong analytical skills and attention to detail., • Excellent communication and presentation skills., • Proficiency in financial software and tools., • Strong leadership and team management skills., • Ability to work collaboratively with cross-functional teams., • Problem-solving and critical thinking abilities.

Job Description Job Title: Mortgage Banking Associate (In Office Position) No Remote Location: Melville, NY Job Type: Full-Time About Us: Reliant Home Funding, Inc. is a leading mortgage lender committed to helping individuals and families achieve their homeownership dreams. We pride ourselves on providing exceptional service, industry expertise, and innovative solutions to our clients. As we continue to grow, we are seeking motivated individuals to join our team as Mortgage Banking Associates, an entry-level pathway to becoming a licensed Mortgage Loan Officer. Job Summary: As a Mortgage Banking Associate, you will gain hands-on experience in the mortgage industry while training to become a Mortgage Loan Officer. You will work closely with borrowers, follow up on leads, and utilize our CRM to manage client interactions. All leads provided are inbound, giving you a great opportunity to connect with interested borrowers. This role is ideal for individuals who are eager to build a career in mortgage lending, develop strong sales skills, and provide outstanding customer service. Key Responsibilities: * Assist borrowers throughout the mortgage process by gathering documentation, answering questions, and providing guidance. * Follow up on inbound leads from various sources, including inbound inquiries and marketing campaigns. * Utilize the company’s CRM to track client interactions, update records, and maintain an organized sales pipeline. * Educate potential borrowers on loan products, qualification requirements, and the application process. * Work closely with senior Mortgage Loan Officers to learn best practices and industry regulations. * Collaborate with processing and underwriting teams to ensure timely loan approvals. * Maintain compliance with all federal, state, and company policies and guidelines. * Participate in ongoing training and development programs to prepare for the Mortgage Loan Officer role. Qualifications: * Bachelor's degree required; relevant experience in sales, finance, or customer service is a plus. * Strong communication and interpersonal skills with a customer-first mindset. * Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. * Proficiency in technology and ability to work in a high pace environment. * Self-motivated, goal-oriented, and eager to learn the mortgage industry. * Must be willing to obtain required licensing to transition into a Mortgage Loan Officer role. What We Offer: * Competitive base salary with performance-based incentives. * Comprehensive training program and mentorship from experienced Mortgage Loan Officers. * Career advancement opportunities within the company. * A supportive and dynamic work environment. * Health, dental, and vision insurance options. * 401(k) retirement plan with company match. Powered by JazzHR nPf4gQOR6R

Job Description Retail Loan Officer Developers Mortgage Company | Purchase-Focused Retail Platform Location: Nationwide Posted By: Leadling Built for Producing Loan Officers Ready for the Next Level If you are a self-sourced Loan Officer closing 15+ loans per year and feel capped, under-supported, or limited by your current platform—this is a conversation worth having. We are selectively partnering with a growth-focused retail lender that is aggressively investing in Loan Officer success, purchase-market dominance, and long-term career growth. This platform is designed for producers who want more control, stronger support, and a clear path forward. Why High-Producing Loan Officers Are Taking Meetings This company operates on a simple belief: When Loan Officers win, the platform wins. As a producing Loan Officer, you can expect: • Highly competitive retail pricing to win more purchase deals, • Strong operational, processing, and underwriting support, • Leadership that understands and prioritizes purchase business, • Infrastructure built for self-sourced, relationship-driven producers, • A platform that removes friction so you can focus on closing This is not a call-center environment. This is a performance-driven retail platform built for professionals who value independence, accountability, and growth. More Than a Job — A Career Path This opportunity is ideal for Loan Officers who want more than just a place to close loans. What sets this platform apart: • Clear pathways to senior production, Branch Manager, and Regional leadership roles, • Support systems designed to help you scale volume without burnout, • Tools and infrastructure that allow you to grow your referral base Proprietary Realtor Growth Engine One of the biggest advantages is access to a proprietary Realtor-focused business development system designed to: • Help you attract and convert producing Realtors, • Strengthen referral loyalty and consistency, • Create predictable, purchase-driven volume, • Position you as a preferred lending partner in your market Confidential Conversations Available If you’re closing 15+ loans per year and ready to take your career to the next level—without caps, micromanagement, or limitations—this is a strategic move worth exploring. Contact me at to schedule a time to speak. Requirements Who We Are Prioritizing We are being highly selective and are primarily speaking with: Retail Loan Officers producing at a high level Self-sourced purchase-focused originators Entrepreneurs who think like business builders MUST HAVE(S) • Active NMLS#, • An active book of business, • Attract realtors into your ecosystem, • Build long-term referral loyalty, • Automate follow-up and nurture, • Create predictable purchase pipelines

Job DescriptionDescription: • Take mortgage loan applications from potential consumers through the online application system., • Support the development of both Business-to-Business (B2B) and Business-to-Consumer (B2C) relationships on behalf of the Supervising MLO., • Visit Centers of Influence and referral sources to help generate and cultivate new business opportunities for the Supervising MLO., • Follow up with borrowers, referral partners, and Centers of Influence to maintain strong relationships., • Contribute to recruiting efforts by identifying and engaging potential Loan Officers and Branch Managers encountered in the field., • Assist in planning, coordinating, and hosting networking events with or for the Supervising MLO. Requirements:

Job DescriptionDescription: • Take mortgage loan applications from potential consumers through the online application system., • Support the development of both Business-to-Business (B2B) and Business-to-Consumer (B2C) relationships on behalf of the Supervising MLO., • Visit Centers of Influence and referral sources to help generate and cultivate new business opportunities for the Supervising MLO., • Follow up with borrowers, referral partners, and Centers of Influence to maintain strong relationships., • Contribute to recruiting efforts by identifying and engaging potential Loan Officers and Branch Managers encountered in the field., • Assist in planning, coordinating, and hosting networking events with or for the Supervising MLO. Requirements:

Job DescriptionDescription: • Establishing both Business to Business relationships and Business to Consumer relationships on behalf of his/her Supervising MLO;, • Visiting those Centers of Influence and Referral sources in order to help cultivate business for their Supervising MLO;, • Collecting contact information from potential Borrowers and Referral sources and Centers of Influence for their Supervising MLO ;, • Following up with Borrowers and Referral sources and Centers of Influence;, • Assisting in the efforts to recruit Loan Officers and Branch Managers who they come across while in the field;, • Assisting in and arranging network events with their Supervising MLO; and, • Ensuring that the appropriate Dual Capacity disclosure document is used on each Loan they are associated with.Requirements:

We are seeking a motivated and results-driven Consumer Direct Mortgage Loan Officer to join our team. In this role, you will work with a steady stream of pre-qualified inbound leads and assist borrowers in securing the best mortgage solutions. Educate clients on available loan products and guide the

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in

FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. FourLeaf Fe

Acts as liaison between FourLeaf and accounts with regard to loan processing. Provides education and information about mortgage programs and guidelines to current accounts and prospects. Works on projects as required to assist the manager in setting strategies to convert originations to income.

Job Description GENERAL: UNMB Home Loans Inc. is an independent mortgage banker specializing in single-family lending. It has been in business for more than 40 years. SUMMARY: This position is responsible for the daily Accounts Receivable functions of the Accounting Department, as well as ad hoc projects, when necessary. DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Obtain Purchase Advices from each investor website, • Upload Purchase Advices to Warehouse Bank, • Enter compound Journal Entries into Accounting software, • Enter Purchase Advices into Loan Operating Software, • Reconcile Purchase Advices to ensure proper purchasing of Principle, Interest, Escrows, and Mortgage Insurance, • Furnish Pay Histories when requested To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelors Degree, • 2-5 years of Accounts Receivable experience in similar role, ideally using Quickbooks., • Strong organizational skills required with the ability to multi-task several projects at once., • Following computer skills are required: Productivity software (word processing, email, data entry, video conferencing, spreadsheets), • Ability to navigate internet/webpages., • Ability to work in a team environment when needed. All offers are contingent on the successful completion of criminal background check.