Trust Operations Officer jobs in Portland, OR

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Loan Officer
  • Mortgage Trust
  • Portland, OR FULL_TIME
  • Mortgage Trust is seeking Loan Officers!


    We exist to empower our employees, clients, and referral partners to build wealth. Does that resonate with you?


    Us

    • We employ people who can contribute, grow, think, dream, create, and maintain a positive attitude.
    • We provide excellence to our clients – with respect, transparency, equity, and honesty.
    • We are more than “just another mortgage company.” The conversations we have and the resources we use with our clients revolve around their holistic financial lives.
    • We consistently evaluate and improve every aspect of our business.
    • We care about each other and have each other’s backs.
    • We work hard, play hard, and give back to our community.


    You

    • Are you driven, motivated, competitive, hungry, and humble?
    • Do you focus on referrals only – realtors, financial professionals, past clients, etc.?
    • Do you close $2M per month in a normal environment?
    • Are you a team player – willing to collaborate with other loan officers?
    • Do you believe in a wealth-building philosophy, of which mortgages are an essential tool?


    Why Mortgage Trust

    We assure our Loan Officers (LOs) are focused on their highest and best use: cultivating client relationships, qualifying borrowers, and finding optimal loan solutions. Therefore, our LOs spend very, very little time on any administrative or processing duties. Setting up files, obtaining documentation, and chasing down conditions – as well as all primary communications with everyone involved in a transaction – are handled by assistants and processors. We feel so strongly about this model we’re willing to pay for it:

    • After 1 quarter of 15 closed loans, MTI will pay $37,500/year toward an assistant (plus their benefits)
    • After 2 consecutive quarters of 20 closed loans, MTI will pay $75,000/year toward an assistant (plus their benefits)
    • Additionally, after 2 consecutive quarters of 30 closed loans, MTI will pay for an LO-dedicated processor


    We are small, local, and nimble. We’ve worked for large, national mortgage companies, and… well, let’s just say that’s not our cup of tea. We were very small cogs in a very large machine, and that became more and more frustrating to us over time. 


    Interest rates matter. We don’t need to get into the minutiae of why independent mortgage banks (Fairway, Guild, Academy, Caliber, etc.) have higher-than-market rates, but they all do. We’ve done multiple interest rate searches of most of the big banks and local credit unions over the past few months. Mortgage Trust’s rates are lower than all of them. By cutting out a lot of fat that comes with a large company, we’re able to offer very low rates. While we don’t think rates should be the primary factor in determining which mortgage lender to use, they are obviously a big piece of the puzzle. We’re happy to know that we’re now as competitive as any lender out there.


    Mortgage Trust offers our loan officers:

    • Commission based on 1.2% of your funded loan amounts
    • Health insurance starting on the first of the month following your start date. This includes medical and vision through Regence Blue Cross Blue Shield and dental through Moda (Delta Dental or Willamette Dental). We pay 100% of the employee premium for the base plan (there are three plan levels available). Alternative plans and/or dependent coverage is available as a pre-tax employee expense.
    • Two Flexible Spending Accounts (FSA) are also available starting on the first of the month following start date. Employees are able to deduct pre-tax money for out-of-pocket medical expenses and dependent care costs. Limited rollover of FSA funds from one plan year to another is available.


    At Mortgage Trust, we value all employees and job candidates as unique individuals, and we welcome the variety of experiences they bring to our company. We believe everyone should be treated equally regardless of race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, citizenship, genetic information, pregnancy, or any other characteristic protected by law.

  • 24 Days Ago

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Chief Operations Officer (COO)
  • David Evans & Associates Inc
  • CRP, OR OTHER
  • David Evans and Associates (DEA) is a fast expanding, dynamic, values-based ENR top 100 design firm with 47-years of longevity. As we continue our impressive growth and focus on improving the quality ...
  • 1 Month Ago

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Community Association Manager -R1
  • The Management Trust
  • Portland, OR FULL_TIME
  • The Management Trust Position Title: Community Association Manager Location: Portland, OR Reporting To: Executive Community Association Manager Status: Exempt, Full-Time Salary: DOE COMPANY PROFILE: T...
  • 3 Days Ago

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Estates & Trust Manager
  • Delap LLP
  • Oswego, OR FULL_TIME
  • Estates & Trust Manager Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and ...
  • 15 Days Ago

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Estate & Trust Manager
  • Geffen Mesher & Company PC
  • Portland, OR FULL_TIME
  • DescriptionEstate & Trust ManagerPortland/Hybrid/RemoteGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 year...
  • 1 Month Ago

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Estate & Trust Accountant
  • Geffen Mesher & Company PC
  • Portland, OR FULL_TIME
  • DescriptionEstate & Trust AccountantPortland/Hybrid/RemoteGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 y...
  • 1 Month Ago

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0 Trust Operations Officer jobs found in Portland, OR area

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Production Manager
  • eRep Inc.
  • Gresham, OR
  • Job Description Job Description eRep, Inc. is assisting a dynamic, expanding firm in hiring a Production Manager with si...
  • 3/29/2024 12:00:00 AM

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Special Ed. Instructor-SPR
  • Career Systems
  • Troutdale, OR
  • Description: Job Summary: Performs as an instructor in a regular classroom setting, presenting instructions in designate...
  • 3/29/2024 12:00:00 AM

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Caregiver
  • Rivera Mansions LLC
  • Portland, OR
  • Job Description Job Description Position Title: Caregiver Reports to: Facility Administrator and Assistant Administrator...
  • 3/27/2024 12:00:00 AM

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Cook-SPR
  • Career Systems Development Corporation
  • Troutdale, OR
  • Job Type Full-time Description Job Summary: Responsible for preparing center meals, establishing menu, and determining q...
  • 3/27/2024 12:00:00 AM

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Office Transportation Clerk
  • Bridgestone America, Inc.
  • Gresham, OR
  • **Office Transportation Clerk** Employee: Regular : Full time Location: Gresham , OR Team: Administration : 2021_23997 Z...
  • 3/27/2024 12:00:00 AM

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Academic Instructor-PIV
  • Career Systems Development Corporation
  • Portland, OR
  • Job Summary: Performs as an instructor in a regular classroom setting, presenting instructions in designated subject are...
  • 3/27/2024 12:00:00 AM

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Accounts Payable Specialist
  • Commercial Real Estate Company
  • Portland, OR
  • Job Description Job Description Downtown Portland real estate company, looking for an experienced individual to join our...
  • 3/27/2024 12:00:00 AM

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Director of Clinical Services
  • Bonaventure Senior Living
  • Salem, OR
  • Director of Clinical Services for Bonaventure Senior Living Wage Range from $125,000 to $150,000 Bonaventure Senior Livi...
  • 3/25/2024 12:00:00 AM

Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Valley region of the Pacific Northwest, at the confluence of the Willamette and Columbia rivers. As of 2017, Portland had an estimated population of 647,805, making it the 26th-largest city in the United States, and the second-most populous in the Pacific Northwest (after Seattle). Approximately 2.4 million people live in the Portland metropolitan statistical area (MSA), making it the 25th most populous MSA in the United States. Its Combined Statist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$77,392 to $111,901
Portland, Oregon area prices
were up 3.9% from a year ago

Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020