Loan Closer Salary at Plainsite BETA

Portfolio Manager Under general or minimal supervision, and in conjunction with RMs, manages the moderately complex aspects of a portfolio of existing customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a basic understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. Coordinates with key internal partners to support servicing of existing customer base. Position Responsibilities: Portfolio and Risk Management * Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing credit customers. * Formulates an opinion of whether such relationships continue to be an acceptable risk. * Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority. * Develops and maintains direct relationships with customers in

**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as the customers relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMOs expertise, technology and resources. + Acts as

Wealthfront is seeking a mortgage loan closer to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to deliver exceptional service to clients, ensuring a smooth and efficient closing experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines Coordinate with title companies, escrow agents and borrowers to facilitate the closing process Ensure all loan closing packages meet compliance standards Verify final loan terms, fees and funding details before closing Collaborate with processing, origination, and post-closing departments Collaborate with leadership, compli

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and s

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation. Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment. Duties Must exemplify TreviPay Mission and Values. Must meet or exceed department metrics, program Service Level Agreements (SLAs) and department Service Level Standards (SLSs). Skilled to de-escalate challenging customers, clients or merchants and provide exceptional customer Use sound judgement to route escalated requests and unresolved issues to the appropriate team members (e.g.: tier 2 or 3 or Leadership). Serve as a primary contact to clients, merchants and c

Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas. About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is one of the largest credit unions in California with branches throughout Northern California. Were here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If youre looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you. Overview Patel

Company Overview: Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2025, with an expanding global footprint in the US (New York, Boston, Chicago, Tampa, Charlotte, Dallas, and Houston). Operating at the intersection of business and technology we design, develop, and deliver sustainable solutions at pace and scale creating greater value for our customers, employees, shareholders, and society. Position Overview: BIP US is seeking to grow its US consulting team and is looking for a Data Scientist with 5-7 years of experience to join our BIP Bay Area consulting team. This consultant will work at the intersection of Finance and Engineering, helping us optimize revenue, track key financial metrics, and improve decision-making with data-driven insights. This consultant must thrive in fast-paced environments, have a passion for digging into data to drive business strategy, and be able to bridge the gap between Fi

Locations: Hybrid - San Francisco, Los Angeles, or San Diego Optima Partners is seeking an Associate to provide senior oversight on client regulatory compliance matters across a diverse range of financial entities, including asset managers, hedge funds, private equity, venture capital, BDCs, real estate, credit managers, banks and broker-dealers. Key Responsibilities: Support the sales cycle, including pitches, proposals, follow-ups, and contract negotiations. Lead or support a portfolio of clients, serving as the primary day-to-day compliance resource. Advise on practical compliance and regulatory matters related to the SEC (e.g., Advisers Act). Provide expertise on BDCs and/or the Investment Company Act of 1940 (highly desirable). Experience with FCA or other global regulators is a plus Knowledge of CFTC/NFA, FINRA, and broker-dealer regulations is advantageous. Conduct and oversee regulatory mock audits, including document reviews, on-site evaluations, interviews, and reporting. Dev