807 Loan Options jobs in the United States
Loan Officer Senior: Loan Officer
55145 Saint Paul, Minnesota
State of Minnesota
Posted 4 days ago
Job Viewed
Job Description
**Working Title: Loan Officer**
**Job Class: Loan Officer Senior**
**Agency: Climate Innovation Finance Authority**
+ **Job ID** : 87118
+ **Location** : St. Paul
+ **Telework Eligible** : Yes
+ **Full/Part Time** : Full-Time
+ **Regular/Temporary** : Unlimited
+ **Who May Apply** : Open to all qualified job seekers
+ **Date Posted** : 08/11/2025
+ **Closing Date** : 09/02/2025
+ **Hiring Agency/Seniority Unit** : Climate Innovation Finance Authority / Climate Innovation Finance Authority-MAPE
+ **Division/Unit** : Climate Innovation Finance Authority / Investment & Loans
+ **Work Shift/Work Hours** : Day Shift
+ **Days of Work** : Monday - Friday
+ **Travel Required** : Yes - Up to 10% of the time mostly in the metro area
+ **Salary Range:** $31.92 - $7.05 / hourly; 66,648 - 98,240 / annually
+ **Classified Status** : Classified
+ **Bargaining Unit/Union** : 214 - MN Assoc of Professional Empl/MAPE
+ **FLSA Status** : Exempt - Administrative
+ Designated in Connect 700 Program for Applicants with Disabilities ( : Yes
**The work you'll do is more than just a job.**
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.
MnCIFA is hiring! MnCIFA is a mission-driven "Green Bank" focused on impact investing with the paramount goal to reduce greenhouse gas emissions. We are a new State Agency with the vibe of an entrepreneurial start-up. This job posting will be used to fill up to two (2) positions.
We offer a hybrid work environment with three (3) days per week in office and two (2) days of telework. Telework can be outside of the state of Minnesota if the candidate lives in a state bordering Minnesota and lives 50 miles or less from the primary work location. Our office is located in the Golden Rule Building in downtown St. Paul.
As Loan Officer, you will manage all aspects of transactions, including soliciting, reviewing and processing proposed financing requests, facilitating project awards and bringing those requests to close. The Loan Officer will also lead on-going portfolio management and monitoring of investments, and conducting outreach to and building partnerships with diverse stakeholders. Responsibilities include:
+ Business Development: Conduct outreach to and build partnerships with diverse stakeholders, including community groups, business associations, contractors or vendors, and project developers.
+ Project Implementation: Solicit, review, and process proposed project financing requests.
+ Loan Closing and Portfolio Administration: Facilitate project awards and loan closing and conduct on-going portfolio management and monitoring of investments.
**Minimum Qualifications**
Three (3) years of experience performing analysis, exercising judgment, and relying on knowledge as a loan officer, loan originator, or in investment management, finance, or a closely related field.
+ A Bachelor's degree in Business Administration, Accounting, Economics, Finance, Public Administration, or related field is equivalent to one (1) year of experience.
+ An Advanced degree in Business Administration, Accounting, Economics, Finance, Public Administration, or related field is equivalent to eighteen (18) months of experience.
Applicants who meet the above education/experience requirements will be further evaluated based on the following:
+ Experience in originating and executing transactions in project, infrastructure, and/or structured finance.
+ Experience in conducting outreach and building partnerships with diverse stakeholders, including community groups, business associations, contractors or vendors, and project developers.
**Preferred Qualifications**
+ Advanced degree in Business Administration, Accounting, Economics, Finance, or related field.
+ Commercial or community bank lending experience.
+ Experience with collaborative software solutions. (e.g. CRM, Loan Processing or Financial Software)
+ Thorough understanding of Federal and State tax credits and other incentives for clean energy investment.
+ Familiarity or experience with clean energy project finance or other financing related structuring and documentation.
+ Experience or demonstrated interest in environmental sustainability, environmental justice, climate action, and/or economic development.
**Physical Requirements**
Requires occasional moving of articles such as boxes, accounting records, laptop computer, and portable printer.
**Additional Requirements**
Job offer is contingent upon passing reference checks to verify job-related credentials, a criminal background check and drivers' license check prior to your appointment.
AN EQUAL OPPORTUNITY EMPLOYER
Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.
Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at or email . Please indicate what assistance is needed.
**Job Class: Loan Officer Senior**
**Agency: Climate Innovation Finance Authority**
+ **Job ID** : 87118
+ **Location** : St. Paul
+ **Telework Eligible** : Yes
+ **Full/Part Time** : Full-Time
+ **Regular/Temporary** : Unlimited
+ **Who May Apply** : Open to all qualified job seekers
+ **Date Posted** : 08/11/2025
+ **Closing Date** : 09/02/2025
+ **Hiring Agency/Seniority Unit** : Climate Innovation Finance Authority / Climate Innovation Finance Authority-MAPE
+ **Division/Unit** : Climate Innovation Finance Authority / Investment & Loans
+ **Work Shift/Work Hours** : Day Shift
+ **Days of Work** : Monday - Friday
+ **Travel Required** : Yes - Up to 10% of the time mostly in the metro area
+ **Salary Range:** $31.92 - $7.05 / hourly; 66,648 - 98,240 / annually
+ **Classified Status** : Classified
+ **Bargaining Unit/Union** : 214 - MN Assoc of Professional Empl/MAPE
+ **FLSA Status** : Exempt - Administrative
+ Designated in Connect 700 Program for Applicants with Disabilities ( : Yes
**The work you'll do is more than just a job.**
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.
MnCIFA is hiring! MnCIFA is a mission-driven "Green Bank" focused on impact investing with the paramount goal to reduce greenhouse gas emissions. We are a new State Agency with the vibe of an entrepreneurial start-up. This job posting will be used to fill up to two (2) positions.
We offer a hybrid work environment with three (3) days per week in office and two (2) days of telework. Telework can be outside of the state of Minnesota if the candidate lives in a state bordering Minnesota and lives 50 miles or less from the primary work location. Our office is located in the Golden Rule Building in downtown St. Paul.
As Loan Officer, you will manage all aspects of transactions, including soliciting, reviewing and processing proposed financing requests, facilitating project awards and bringing those requests to close. The Loan Officer will also lead on-going portfolio management and monitoring of investments, and conducting outreach to and building partnerships with diverse stakeholders. Responsibilities include:
+ Business Development: Conduct outreach to and build partnerships with diverse stakeholders, including community groups, business associations, contractors or vendors, and project developers.
+ Project Implementation: Solicit, review, and process proposed project financing requests.
+ Loan Closing and Portfolio Administration: Facilitate project awards and loan closing and conduct on-going portfolio management and monitoring of investments.
**Minimum Qualifications**
Three (3) years of experience performing analysis, exercising judgment, and relying on knowledge as a loan officer, loan originator, or in investment management, finance, or a closely related field.
+ A Bachelor's degree in Business Administration, Accounting, Economics, Finance, Public Administration, or related field is equivalent to one (1) year of experience.
+ An Advanced degree in Business Administration, Accounting, Economics, Finance, Public Administration, or related field is equivalent to eighteen (18) months of experience.
Applicants who meet the above education/experience requirements will be further evaluated based on the following:
+ Experience in originating and executing transactions in project, infrastructure, and/or structured finance.
+ Experience in conducting outreach and building partnerships with diverse stakeholders, including community groups, business associations, contractors or vendors, and project developers.
**Preferred Qualifications**
+ Advanced degree in Business Administration, Accounting, Economics, Finance, or related field.
+ Commercial or community bank lending experience.
+ Experience with collaborative software solutions. (e.g. CRM, Loan Processing or Financial Software)
+ Thorough understanding of Federal and State tax credits and other incentives for clean energy investment.
+ Familiarity or experience with clean energy project finance or other financing related structuring and documentation.
+ Experience or demonstrated interest in environmental sustainability, environmental justice, climate action, and/or economic development.
**Physical Requirements**
Requires occasional moving of articles such as boxes, accounting records, laptop computer, and portable printer.
**Additional Requirements**
Job offer is contingent upon passing reference checks to verify job-related credentials, a criminal background check and drivers' license check prior to your appointment.
AN EQUAL OPPORTUNITY EMPLOYER
Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.
Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at or email . Please indicate what assistance is needed.
View Now
0
Loan Officer
85003 Phoenix, Arizona
USAA
Posted today
Job Viewed
Job Description
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Loan Officer, you will, within defined guidelines and framework, deliver impactful customer service to members while providing mortgage product solutions that facilitate the member’s financial security. You will facilitate mortgage product sales and member service through multiple channels to include phone, email, mail and digital platform while providing individualized mortgage loan recommendations and meet established monthly metrics. As a Loan Officer you will also deepen member relationships through needs assessment and solution offerings from USAA products and services as well as stays highly engaged in the mortgage industry, to include changes to Fannie and Freddie guidelines.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based out of Phoenix,AZ.
Relocation assistance is not available for this position.
What you'll do:- Under limited direct supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement.
- Based on predetermined requirements, assesses, and grants or rejects mortgage applications.
- Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence
- Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status.
- Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled.
- Establishes and maintains successful partnerships with Real Estate Agents.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- High School Diploma or General Equivalency Diploma required.
- 2 years of mortgage sales experience or relevant customer service experience within a financial services organization.
- Successfully complete mortgage products assessment.
- Acquisition and maintenance of applicable licenses/state registrations as required.
What sets you apart:
- 3+ years Mortgage Consumer Direct Experience
- Current or Prior NMLS #
- US military experience through military service or a military spouse/domestic partner
Compensation range: The base salary for this role is $45,000 annual, with an un-capped tiered incentive program.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
By applying, you consent to your information being transmitted by JobGet to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See USAA Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
View Now
1
Loan Officer
94537 Fremont, California
Caliver Beach
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
Uncapped commissions!
Loan products for all borrower types!
Add additional LO's to your team OR act as an individual LO!
Licensed in 28 states and growing!
Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
Maintains a database of past clients for marketing purposes.
History of closing at least 3-5 units per month.
Loan Officer Requirements:
An active NMLS/MLO license (required).
Strong knowledge of lending regulations and industry best practices.
Exceptional interpersonal and communication skills.
Analytical mindset with the ability to assess complex financial information.
Sales-oriented mindset with a commitment to achieving targets.
Detail-oriented and organized.
Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
#J-18808-Ljbffr
Description:
Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
Uncapped commissions!
Loan products for all borrower types!
Add additional LO's to your team OR act as an individual LO!
Licensed in 28 states and growing!
Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
Maintains a database of past clients for marketing purposes.
History of closing at least 3-5 units per month.
Loan Officer Requirements:
An active NMLS/MLO license (required).
Strong knowledge of lending regulations and industry best practices.
Exceptional interpersonal and communication skills.
Analytical mindset with the ability to assess complex financial information.
Sales-oriented mindset with a commitment to achieving targets.
Detail-oriented and organized.
Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
#J-18808-Ljbffr
View Now
2
Loan Officer
94616 Oakland, California
Capital Impact Partners
Posted 1 day ago
Job Viewed
Job Description
About the Organization
The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents - and our country - thrive.
POSITION SUMMARY:
The Loan Officer position is part of the Community Development Lending (CDL) team under Capital Impact Partners (CIP). While the position is remote, candidates residing in Los Angeles, CA or Oakland, CA are strongly preferred . This individual will contribute to projects nationwide, with a primary focus on transactions within CIP's Western region.
The ideal candidate is passionate about community and economic development, and impact investing.
The Loan Officer is responsible for originating and underwriting acquisition/predevelopment, construction, lines of credit, and term loans to support projects in Capital Impact's key sectors: housing, healthcare, education, healthy food, aging, and cooperatives. The position also involves closing transactions that utilize New Markets Tax Credits (NMTCs).
In accordance with Capital Impact's lending policies and procedures, the Loan Officer prepares and presents loan narratives and credit memos to the loan committee or other approved Momentus Loan Administration groups for closing. Additionally, they collaborate with the Momentus portfolio management team on ongoing asset management. The role also supports the achievement of lending work plan goals, markets Momentus products, and manages relationships with borrowers, lending partners, technical assistance providers, government agencies, and public officials.
REPORTING RELATIONSHIPS:
The Loan Officer reports to the Director, Western Region. The Loan Officer works closely with the Capital Deployment team, Business Development Officers, and Underwriters on loan closings. They also work with Underwriters and Portfolio Managers on asset management. The Loan Officer communicates regularly with borrowers, third-party lenders, attorneys, and other external stakeholders. Additionally, they attend loan committee meetings and represent Momentus/CIP to outside groups as needed.
ESSENTIAL RESPONSIBILITIES:
Marketing/Business Development:
•Supports the team in developing the lending pipeline by: helping to screen inquiries for mission and strategic alignment, feasibility, and project readiness; identifying and responding to new business opportunities; and meeting regularly with current CIP clients, potential borrowers, and lending partners to discuss their development pipelines and credit needs.
•Attends various industry and client functions, representing Momentus/CIP as a part of the client team.
•Maintains current knowledge of local, regional and national trends and conditions in the real estate development sector, including policy initiatives that will affect the underwriting, financing, and development processes.
•Contributes to new product development including researching and analyzing market needs and analyzing credit risk of new product opportunities.
Underwriting:
•Structures loans both to meet customers' needs and to comply with internal guidelines based on extensive review and analysis of information gathered from the potential borrower and other sources and in consultation with the Head of Community Development Credit, the SVP of CDL, the Programs team, and other relevant Momentus/CIP staff.
•Performs due diligence review and evaluation of loan requests, which sometimes include a grant component, including conducting site inspections, analyzing cash flow projections, reviewing appraisals, assessing entitlement status, reviewing environmental reports, understanding market and operating strategy for community facility projects, reviewing organizational capacity and leadership, and spreading/analyzing sponsor financial statements, etc.
•In consultation with the Director, negotiates with borrowers on all aspects of loans, prepares a credit memo, and secures the appropriate level of approvals from internal staff and/or the appropriate loan committee with a recommendation for action.
•Collaborates with co-lenders and third-party participants on co-lending and participations, respectively. In these cases, the Loan Officer mediates between the borrower and co-lender or participant and negotiates all aspects of the loan in accordance with Capital Impact's agreement with the third party.
Closing:
•Following financing approval, drafts an approval letter and coordinates loan documentation and work performed by attorneys and other Momentus/CIP staff.
•When a portion of CIP's loan will be shared with another financial institution, coordinates the distribution of information needed for the other lender to underwrite, approve, and close the loan.
•Working in close collaboration with the assigned Underwriter, guides the transaction through closing. The Loan Officer is responsible for ensuring that the business terms of the transaction as reflected in the loan documents are consistent with the underwriting of the loan.
•With the Underwriter, develops and maintains files to ensure accuracy and completeness.
•After loan closing, provides ongoing support to successful transition to the Portfolio Management Officer.
•Coordinates closely with the applicable Underwriter and Portfolio Manager as part of the relationship management team for each client.
Other Responsibilities:
•The Loan Officer must consistently provide excellent external relationship management and work closely with all internal lending and operations staff to ensure excellent customer service throughout the client's relationship with Momentus/CIP.
•The Loan Officer must maintain knowledge of all products across Momentus Capital products and refer prospective clients and partners to other Momentus teams when applicable.
Requirements
•A degree in finance, real estate, urban planning, public policy, business administration, or a related field is preferred. However, education and experience are considered holistically.
•Minimum of 2-3 years of lending experience. Community development lending or mission-driven work is preferred.
•Experience in community development or real estate lending, including credit analysis, deal structuring, underwriting, and due diligence. Familiarity with loan documentation is required.
•Familiarity with federal, state, and local development programs, including NMTCs and Community Development Financial Institutions (CDFIs), is a plus.
•Proficiency in analyzing financials for nonprofit organizations and for-profit developers.
•Strong communication skills, including public speaking.
•Knowledge of community facilities is preferred. Knowledge of funding sources for charter schools and community facilities (e.g., childcare centers, health centers, food markets, shelters, and social services).
•Experience managing multiple projects under tight deadlines and developing innovative products for diverse borrowers.
•Self-motivated, dedicated, and flexible, with strong time management and collaboration skills.
•Willingness to travel up to 20%.
Benefits
The salary range for this position is $92,660 - $123,701 and is eligible for an annual incentive.
This role is eligible to work remotely in California.
All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.
The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents - and our country - thrive.
POSITION SUMMARY:
The Loan Officer position is part of the Community Development Lending (CDL) team under Capital Impact Partners (CIP). While the position is remote, candidates residing in Los Angeles, CA or Oakland, CA are strongly preferred . This individual will contribute to projects nationwide, with a primary focus on transactions within CIP's Western region.
The ideal candidate is passionate about community and economic development, and impact investing.
The Loan Officer is responsible for originating and underwriting acquisition/predevelopment, construction, lines of credit, and term loans to support projects in Capital Impact's key sectors: housing, healthcare, education, healthy food, aging, and cooperatives. The position also involves closing transactions that utilize New Markets Tax Credits (NMTCs).
In accordance with Capital Impact's lending policies and procedures, the Loan Officer prepares and presents loan narratives and credit memos to the loan committee or other approved Momentus Loan Administration groups for closing. Additionally, they collaborate with the Momentus portfolio management team on ongoing asset management. The role also supports the achievement of lending work plan goals, markets Momentus products, and manages relationships with borrowers, lending partners, technical assistance providers, government agencies, and public officials.
REPORTING RELATIONSHIPS:
The Loan Officer reports to the Director, Western Region. The Loan Officer works closely with the Capital Deployment team, Business Development Officers, and Underwriters on loan closings. They also work with Underwriters and Portfolio Managers on asset management. The Loan Officer communicates regularly with borrowers, third-party lenders, attorneys, and other external stakeholders. Additionally, they attend loan committee meetings and represent Momentus/CIP to outside groups as needed.
ESSENTIAL RESPONSIBILITIES:
Marketing/Business Development:
•Supports the team in developing the lending pipeline by: helping to screen inquiries for mission and strategic alignment, feasibility, and project readiness; identifying and responding to new business opportunities; and meeting regularly with current CIP clients, potential borrowers, and lending partners to discuss their development pipelines and credit needs.
•Attends various industry and client functions, representing Momentus/CIP as a part of the client team.
•Maintains current knowledge of local, regional and national trends and conditions in the real estate development sector, including policy initiatives that will affect the underwriting, financing, and development processes.
•Contributes to new product development including researching and analyzing market needs and analyzing credit risk of new product opportunities.
Underwriting:
•Structures loans both to meet customers' needs and to comply with internal guidelines based on extensive review and analysis of information gathered from the potential borrower and other sources and in consultation with the Head of Community Development Credit, the SVP of CDL, the Programs team, and other relevant Momentus/CIP staff.
•Performs due diligence review and evaluation of loan requests, which sometimes include a grant component, including conducting site inspections, analyzing cash flow projections, reviewing appraisals, assessing entitlement status, reviewing environmental reports, understanding market and operating strategy for community facility projects, reviewing organizational capacity and leadership, and spreading/analyzing sponsor financial statements, etc.
•In consultation with the Director, negotiates with borrowers on all aspects of loans, prepares a credit memo, and secures the appropriate level of approvals from internal staff and/or the appropriate loan committee with a recommendation for action.
•Collaborates with co-lenders and third-party participants on co-lending and participations, respectively. In these cases, the Loan Officer mediates between the borrower and co-lender or participant and negotiates all aspects of the loan in accordance with Capital Impact's agreement with the third party.
Closing:
•Following financing approval, drafts an approval letter and coordinates loan documentation and work performed by attorneys and other Momentus/CIP staff.
•When a portion of CIP's loan will be shared with another financial institution, coordinates the distribution of information needed for the other lender to underwrite, approve, and close the loan.
•Working in close collaboration with the assigned Underwriter, guides the transaction through closing. The Loan Officer is responsible for ensuring that the business terms of the transaction as reflected in the loan documents are consistent with the underwriting of the loan.
•With the Underwriter, develops and maintains files to ensure accuracy and completeness.
•After loan closing, provides ongoing support to successful transition to the Portfolio Management Officer.
•Coordinates closely with the applicable Underwriter and Portfolio Manager as part of the relationship management team for each client.
Other Responsibilities:
•The Loan Officer must consistently provide excellent external relationship management and work closely with all internal lending and operations staff to ensure excellent customer service throughout the client's relationship with Momentus/CIP.
•The Loan Officer must maintain knowledge of all products across Momentus Capital products and refer prospective clients and partners to other Momentus teams when applicable.
Requirements
•A degree in finance, real estate, urban planning, public policy, business administration, or a related field is preferred. However, education and experience are considered holistically.
•Minimum of 2-3 years of lending experience. Community development lending or mission-driven work is preferred.
•Experience in community development or real estate lending, including credit analysis, deal structuring, underwriting, and due diligence. Familiarity with loan documentation is required.
•Familiarity with federal, state, and local development programs, including NMTCs and Community Development Financial Institutions (CDFIs), is a plus.
•Proficiency in analyzing financials for nonprofit organizations and for-profit developers.
•Strong communication skills, including public speaking.
•Knowledge of community facilities is preferred. Knowledge of funding sources for charter schools and community facilities (e.g., childcare centers, health centers, food markets, shelters, and social services).
•Experience managing multiple projects under tight deadlines and developing innovative products for diverse borrowers.
•Self-motivated, dedicated, and flexible, with strong time management and collaboration skills.
•Willingness to travel up to 20%.
Benefits
The salary range for this position is $92,660 - $123,701 and is eligible for an annual incentive.
This role is eligible to work remotely in California.
All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.
View Now
3
Loan Officer
23214 Richmond, Virginia
Caliver Beach Mortgage, LLC
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
View Now
4
Loan Officer
68123 Bellevue, Nebraska
Caliver Beach Mortgage, LLC
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
View Now
5
Loan Officer
08701 Leisure Village East, New Jersey
Caliver Beach Mortgage, LLC
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
View Now
Be The First To Know
About the latest Loan options Jobs in United States !
6
Loan Officer
49528 Grand Rapids, Michigan
Caliver Beach Mortgage, LLC
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
View Now
7
Loan Officer
Parma, Ohio
Caliver Beach Mortgage, LLC
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
View Now
8
Loan Officer
88244 Lovington, New Mexico
Caliver Beach Mortgage, LLC
Posted 1 day ago
Job Viewed
Job Description
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Description:
• Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
• Uncapped commissions!
• Loan products for all borrower types!
• Add additional LO's to your team OR act as an individual LO!
• Licensed in 28 states and growing!
• Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
• Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
• Maintains a database of past clients for marketing purposes.
• History of closing at least 3-5 units per month.
Loan Officer Requirements:
• An active NMLS/MLO license (required).
• Strong knowledge of lending regulations and industry best practices.
• Exceptional interpersonal and communication skills.
• Analytical mindset with the ability to assess complex financial information.
• Sales-oriented mindset with a commitment to achieving targets.
• Detail-oriented and organized.
• Proficient in relevant software and tools.
How to Apply:
Interested candidates should submit their resume detailing their qualifications and relevant experience to . Please include "Loan Officer Application" in the subject line of your email.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
View Now
9